IES Holdings, Inc.
IESC- Exchange
- Nasdaq
- Industry
- Electrical Work
- SEC CIK
- 0001048268
No open-market purchases or sales by IES Holdings, Inc. insiders were filed in the last 90 days; 414 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in IES Holdings, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 95
- −2 vs. Q2 2021
- Shares held
- 17.4M
- −508.3K (−2.8%) vs. Q2 2021
- Total value
- $795.0M
- −$124.8M (−13.6%) vs. Q2 2021
- New holders
- 14
- 26 more added
- Sold out
- 16
- 35 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IESC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 414 | $14.2B |
| Q1 2026 | 351 | $9.13B |
| Q4 2025 | 344 | $7.37B |
| Q3 2025 | 321 | $7.63B |
| Q2 2025 | 273 | $5.67B |
| Q1 2025 | 243 | $3.12B |
| Q4 2024 | 255 | $3.71B |
| Q3 2024 | 238 | $3.69B |
| Q2 2024 | 197 | $2.56B |
| Q1 2024 | 157 | $2.22B |
| Q4 2023 | 133 | $1.43B |
| Q3 2023 | 117 | $1.17B |
| Q2 2023 | 101 | $994.2M |
| Q1 2023 | 90 | $740.4M |
| Q4 2022 | 82 | $608.9M |
| Q3 2022 | 78 | $479.3M |
| Q2 2022 | 81 | $533.2M |
| Q1 2022 | 94 | $703.9M |
| Q4 2021 | 98 | $876.9M |
| Q3 2021 | 95 | $795.0M |
| Q2 2021 | 98 | $920.0M |
| Q1 2021 | 97 | $874.7M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 6 | $0 | 0.00% | +6 | New |
| Edge Wealth Management LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 80 | $4.00K | 0.00% | +80 | New |
| UBS Group AG | 171 | $8.00K | 0.00% | −7,198−97.7% | Reduced |
| Tower Research Capital LLC (TRC) | 186 | $8.00K | 0.00% | −1,960−91.3% | Reduced |
| Captrust Financial Advisors | 205 | $9.00K | 0.00% | +59+40.4% | Added |
| Great West Life Assurance Co | 212 | $10.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 263 | $12.0K | 0.00% | −513−66.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 500 | $22.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 610 | $28.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 647 | $29.6K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 700 | $32.0K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,065 | $49.0K | 0.01% | +84+8.6% | Added |
| Federated Hermes, Inc. | 1,224 | $56.0K | 0.00% | −9−0.7% | Reduced |
| Royal Bank of Canada | 1,275 | $58.0K | 0.00% | +132+11.5% | Added |
| Carmichael Hill & Associates, Inc. | 1,300 | $59.0K | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,680 | $76.8K | 0.00% | +1,374+449.0% | Added |
| Lazard Asset Management LLC | 1,725 | $78.0K | 0.00% | −76−4.2% | Reduced |
| Citigroup Inc | 2,626 | $120.0K | 0.00% | +2,034+343.6% | Added |
| Metropolitan Life Insurance Co | 2,639 | $120.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,197 | $146.0K | 0.00% | +1,847+136.8% | Added |
| MetLife Investment Management | 3,768 | $172.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,963 | $181.0K | 0.00% | +3,963 | New |
| Barclays PLC | 4,219 | $193.0K | 0.00% | +3,031+255.1% | Added |
| Jane Street Group, LLC | 4,600 | $210.0K | 0.00% | +4,600 | New |
| American International Group, Inc. | 4,740 | $217.0K | 0.00% | −112−2.3% | Reduced |
| UBS Asset Management Americas Inc | 4,777 | $218.3K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 5,103 | $233.0K | 0.00% | +5,103 | New |
| Manufacturers Life Insurance Company, The | 5,135 | $235.0K | 0.00% | −547−9.6% | Reduced |
| State of Wisconsin Investment Board | 5,500 | $251.0K | 0.00% | −1,400−20.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 5,530 | $253.0K | 0.00% | −33,590−85.9% | Reduced |
| Deutsche Bank AG | 5,543 | $254.0K | 0.00% | +125+2.3% | Added |
| Janney Montgomery Scott LLC | 5,705 | $261.0K | 0.00% | −4,757−45.5% | Reduced |
| PDT Partners, LLC | 5,820 | $266.0K | 0.02% | +5,820 | New |
| Bridgewater Advisors Inc. | 5,928 | $271.0K | 0.07% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 6,000 | $274.0K | 0.03% | +6,000 | New |
| Wells Fargo & Company | 6,918 | $316.0K | 0.00% | −2,772−28.6% | Reduced |
| Parametric Portfolio Associates LLC | 6,920 | $316.0K | 0.00% | +199+3.0% | Added |
| Cubist Systematic Strategies, LLC | 6,986 | $319.0K | 0.00% | +6,986 | New |
| Bourgeon Capital Management LLC | 7,218 | $330.0K | 0.07% | 00.0% | Unchanged |
| Zebra Capital Management LLC | 7,811 | $356.0K | 0.43% | −3,688−32.1% | Reduced |
| Parsec Financial Management, Inc. | 7,240 | $379.0K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 8,381 | $382.0K | 0.00% | +8,381 | New |
| Allianz Asset Management GmbH | 8,609 | $393.0K | 0.00% | −753−8.0% | Reduced |
| IndexIQ Advisors LLC | 8,919 | $408.0K | 0.01% | +894+11.1% | Added |
| Rhumbline Advisers | 9,817 | $449.0K | 0.00% | +110+1.1% | Added |
| Exencial Wealth Advisors, LLC | 10,000 | $457.0K | 0.02% | +10,000 | New |
| Bank of America Corp | 10,062 | $460.0K | 0.00% | +6,802+208.7% | Added |
| Seizert Capital Partners, LLC | 10,588 | $484.0K | 0.02% | −4,458−29.6% | Reduced |
| Exchange Traded Concepts, LLC | 10,812 | $494.0K | 0.01% | +1,531+16.5% | Added |
| Credit Suisse AG | 11,566 | $529.0K | 0.00% | +490+4.4% | Added |
| Janus Henderson Group PLC | 11,756 | $537.0K | 0.00% | −1,868−13.7% | Reduced |
| Gabelli Funds LLC | 12,000 | $548.0K | 0.00% | +5,000+71.4% | Added |
| California State Teachers Retirement System | 12,401 | $567.0K | 0.00% | +521+4.4% | Added |
| O'Shaughnessy Asset Management, LLC | 12,598 | $576.0K | 0.01% | −6,062−32.5% | Reduced |
| STRS Ohio | 15,300 | $699.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 16,294 | $744.0K | 0.00% | −32,781−66.8% | Reduced |
| AQR Capital Management LLC | 16,964 | $775.0K | 0.00% | −960−5.4% | Reduced |
| Winton Group Ltd | 18,309 | $837.0K | 0.05% | +499+2.8% | Added |
| JPMorgan Chase & Co | 19,236 | $879.0K | 0.00% | +3,929+25.7% | Added |
| Swiss National Bank | 20,600 | $941.0K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 23,398 | $1.07M | 0.02% | +23,398 | New |
| Cetera Advisor Networks LLC | 24,996 | $1.14M | 0.02% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 29,900 | $1.37M | 0.75% | −300−1.0% | Reduced |
| RBF Capital, LLC | 30,000 | $1.37M | 0.08% | 00.0% | Unchanged |
| HRT Financial LP | 31,305 | $1.43M | 0.01% | +31,305 | New |
| Goldman Sachs Group Inc | 33,205 | $1.52M | 0.00% | +26,792+417.8% | Added |
| Citadel Advisors LLC | 34,904 | $1.59M | 0.00% | +19,262+123.1% | Added |
| Nuveen Asset Management, LLC | 37,609 | $1.66M | 0.00% | −5,860−13.5% | Reduced |
| Neuberger Berman Group LLC | 36,539 | $1.67M | 0.00% | +5,900+19.3% | Added |
| Monarch Partners Asset Management LLC | 41,719 | $1.91M | 0.28% | +41,719 | New |
| JB Capital Partners LP | 41,845 | $1.91M | 0.43% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 42,409 | $1.94M | 0.00% | −3,512−7.6% | Reduced |
| Bridge City Capital, LLC | 46,699 | $2.13M | 0.97% | −12,453−21.1% | Reduced |
| Otter Creek Advisors, LLC | 49,271 | $2.25M | 1.85% | +341+0.7% | Added |
| Eaton Vance Management | 50,000 | $2.29M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 50,491 | $2.31M | 0.00% | +50,491 | New |
| Apis Capital Advisors, LLC | 60,000 | $2.74M | 2.61% | +11,000+22.4% | Added |
| Victory Capital Management Inc | 63,974 | $2.92M | 0.00% | −901−1.4% | Reduced |
| Morgan Stanley | 79,165 | $3.62M | 0.00% | +484+0.6% | Added |
| Charles Schwab Investment Management Inc | 86,222 | $3.94M | 0.00% | −55,961−39.4% | Reduced |
| Northern Trust Corp | 94,053 | $4.30M | 0.00% | −27,997−22.9% | Reduced |
| New York State Common Retirement Fund | 99,159 | $4.53M | 0.00% | −72−0.1% | Reduced |
| Legato Capital Management LLC | 103,435 | $4.73M | 0.90% | −7,704−6.9% | Reduced |
| State Street Corp | 168,407 | $7.70M | 0.00% | −34,397−17.0% | Reduced |
| R.P. Boggs & Co. | 173,413 | $7.92M | 4.99% | −16,011−8.5% | Reduced |
| Geode Capital Management, LLC | 186,405 | $8.52M | 0.00% | −75,429−28.8% | Reduced |
| Renaissance Technologies LLC | 234,632 | $10.7M | 0.01% | −3,100−1.3% | Reduced |
| Vanguard Group Inc | 431,438 | $19.7M | 0.00% | −184,657−30.0% | Reduced |
| AltraVue Capital, LLC | 480,671 | $22.0M | 3.25% | +20,800+4.5% | Added |
| Royce & Associates LP | 631,199 | $28.8M | 0.22% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 657,741 | $30.1M | 0.01% | −1,038−0.2% | Reduced |
| BlackRock Inc. | 682,232 | $31.2M | 0.00% | −149,977−18.0% | Reduced |
| FMR LLC | 759,417 | $34.7M | 0.00% | +120,706+18.9% | Added |
| Gendell Jeffrey L | 11,419,482 | $521.8M | 44.91% | −1,5570.0% | Reduced |
| First Trust Advisors LP | 0 | $0 | 0.00% | −53,092−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −46,895−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −28,513−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −20,236−100.0% | Sold out |