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, Q4 2021
Institutional positions in IES Holdings, Inc. as of Dec 31, 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
- 98
- +3 vs. Q3 2021
- Shares held
- 17.3M
- −49.6K (−0.3%) vs. Q3 2021
- Total value
- $878.5M
- +$83.5M (+10.5%) vs. Q3 2021
- New holders
- 11
- 30 more added
- Sold out
- 8
- 38 more reduced
Compare with Q3 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 | $9.14B |
| Q4 2025 | 344 | $7.40B |
| Q3 2025 | 321 | $7.64B |
| 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 | $2.28B |
| Q4 2023 | 133 | $1.45B |
| Q3 2023 | 117 | $1.17B |
| Q2 2023 | 101 | $994.2M |
| Q1 2023 | 90 | $784.6M |
| Q4 2022 | 82 | $608.9M |
| Q3 2022 | 79 | $479.6M |
| Q2 2022 | 81 | $533.2M |
| Q1 2022 | 94 | $703.9M |
| Q4 2021 | 98 | $878.5M |
| Q3 2021 | 95 | $795.0M |
| Q2 2021 | 98 | $922.5M |
| Q1 2021 | 97 | $874.7M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gendell Jeffrey L | 11,410,152 | $577.8M | 47.06% | −9,330−0.1% | Reduced |
| FMR LLC | 787,614 | $39.9M | 0.00% | +28,197+3.7% | Added |
| BlackRock Inc. | 702,450 | $35.6M | 0.00% | +20,218+3.0% | Added |
| Dimensional Fund Advisors LP | 647,305 | $32.8M | 0.01% | −10,436−1.6% | Reduced |
| Royce & Associates LP | 609,399 | $30.9M | 0.23% | −21,800−3.5% | Reduced |
| AltraVue Capital, LLC | 478,721 | $24.2M | 3.21% | −1,950−0.4% | Reduced |
| Vanguard Group Inc | 436,397 | $22.1M | 0.00% | +4,959+1.1% | Added |
| Renaissance Technologies LLC | 224,032 | $11.3M | 0.01% | −10,600−4.5% | Reduced |
| State Street Corp | 171,058 | $8.66M | 0.00% | +2,651+1.6% | Added |
| R.P. Boggs & Co. | 169,741 | $8.60M | 5.22% | −3,672−2.1% | Reduced |
| Geode Capital Management, LLC | 167,998 | $8.51M | 0.00% | −18,407−9.9% | Reduced |
| Legato Capital Management LLC | 103,435 | $5.24M | 0.97% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 99,176 | $5.02M | 0.01% | +170.0% | Added |
| Northern Trust Corp | 94,187 | $4.77M | 0.00% | +134+0.1% | Added |
| Charles Schwab Investment Management Inc | 87,683 | $4.44M | 0.00% | +1,461+1.7% | Added |
| Kennedy Capital Management, Inc. | 82,644 | $4.18M | 0.09% | +59,246+253.2% | Added |
| Morgan Stanley | 74,632 | $3.78M | 0.00% | −4,533−5.7% | Reduced |
| Otter Creek Advisors, LLC | 63,161 | $3.20M | 3.00% | +13,890+28.2% | Added |
| Apis Capital Advisors, LLC | 62,000 | $3.14M | 3.48% | +2,000+3.3% | Added |
| Victory Capital Management Inc | 55,792 | $2.83M | 0.00% | −8,182−12.8% | Reduced |
| Eaton Vance Management | 50,000 | $2.53M | 0.00% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 47,175 | $2.39M | 0.99% | +476+1.0% | Added |
| Monarch Partners Asset Management LLC | 45,576 | $2.31M | 0.47% | +3,857+9.2% | Added |
| JB Capital Partners LP | 41,845 | $2.12M | 0.45% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 41,144 | $2.08M | 0.00% | +41,144 | New |
| Bank of New York Mellon Corp | 40,058 | $2.03M | 0.00% | −2,351−5.5% | Reduced |
| Neuberger Berman Group LLC | 37,939 | $1.92M | 0.00% | +1,400+3.8% | Added |
| Nuveen Asset Management, LLC | 28,561 | $1.35M | 0.00% | −9,048−24.1% | Reduced |
| JPMorgan Chase & Co | 25,697 | $1.30M | 0.00% | +6,461+33.6% | Added |
| AQR Capital Management LLC | 22,515 | $1.14M | 0.00% | +5,551+32.7% | Added |
| Cetera Advisor Networks LLC | 21,935 | $1.11M | 0.01% | −3,061−12.2% | Reduced |
| Barclays PLC | 21,022 | $1.06M | 0.00% | +16,803+398.3% | Added |
| Swiss National Bank | 20,600 | $1.04M | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 16,500 | $836.0K | 0.43% | −13,400−44.8% | Reduced |
| HRT Financial LP | 15,946 | $807.0K | 0.00% | −15,359−49.1% | Reduced |
| STRS Ohio | 15,300 | $774.0K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 15,000 | $760.0K | 0.05% | −15,000−50.0% | Reduced |
| Invesco Ltd. | 12,766 | $646.0K | 0.00% | −3,528−21.7% | Reduced |
| California State Teachers Retirement System | 12,707 | $643.0K | 0.00% | +306+2.5% | Added |
| Janus Henderson Group PLC | 12,492 | $632.0K | 0.00% | +736+6.3% | Added |
| Gabelli Funds LLC | 12,000 | $608.0K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 11,623 | $588.0K | 0.00% | +57+0.5% | Added |
| Exchange Traded Concepts, LLC | 10,989 | $556.0K | 0.01% | +177+1.6% | Added |
| O'Shaughnessy Asset Management, LLC | 10,899 | $552.0K | 0.01% | −1,699−13.5% | Reduced |
| Scotia Capital Inc. | 10,346 | $524.0K | 0.00% | +10,346 | New |
| ExodusPoint Capital Management, LP | 10,049 | $509.0K | 0.01% | +4,946+96.9% | Added |
| Rhumbline Advisers | 9,660 | $489.0K | 0.00% | −157−1.6% | Reduced |
| Ameriprise Financial Inc | 9,505 | $482.0K | 0.00% | +1,124+13.4% | Added |
| Citadel Advisors LLC | 9,487 | $481.0K | 0.00% | −25,417−72.8% | Reduced |
| Exencial Wealth Advisors, LLC | 8,850 | $448.0K | 0.02% | −1,150−11.5% | Reduced |
| IndexIQ Advisors LLC | 8,377 | $424.0K | 0.01% | −542−6.1% | Reduced |
| Allianz Asset Management GmbH | 7,835 | $397.0K | 0.00% | −774−9.0% | Reduced |
| Goldman Sachs Group Inc | 7,632 | $386.0K | 0.00% | −25,573−77.0% | Reduced |
| Parsec Financial Management, Inc. | 7,240 | $367.0K | 0.02% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 7,218 | $366.0K | 0.08% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 6,830 | $346.0K | 0.00% | −90−1.3% | Reduced |
| Bank of America Corp | 6,345 | $321.0K | 0.00% | −3,717−36.9% | Reduced |
| Advisory Research Inc | 6,219 | $315.0K | 0.02% | +6,219 | New |
| Wexford Capital LP | 6,200 | $314.0K | 0.01% | +6,200 | New |
| Zebra Capital Management LLC | 6,022 | $305.0K | 0.49% | −1,789−22.9% | Reduced |
| Bridgewater Advisors Inc. | 5,928 | $300.0K | 0.07% | 00.0% | Unchanged |
| Summit Global Investments | 5,900 | $299.0K | 0.02% | +5,900 | New |
| Deutsche Bank AG | 5,654 | $287.0K | 0.00% | +111+2.0% | Added |
| Millennium Management LLC | 5,493 | $278.0K | 0.00% | −44,998−89.1% | Reduced |
| PDT Partners, LLC | 5,400 | $273.0K | 0.02% | −420−7.2% | Reduced |
| Price T Rowe Associates Inc | 5,100 | $258.0K | 0.00% | +5,100 | New |
| Wells Fargo & Company | 4,972 | $252.0K | 0.00% | −1,946−28.1% | Reduced |
| Manufacturers Life Insurance Company, The | 4,938 | $250.0K | 0.00% | −197−3.8% | Reduced |
| Janney Montgomery Scott LLC | 4,832 | $245.0K | 0.00% | −873−15.3% | Reduced |
| UBS Asset Management Americas Inc | 4,777 | $241.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 4,601 | $233.0K | 0.00% | −139−2.9% | Reduced |
| Two Sigma Advisers, LP | 4,300 | $218.0K | 0.00% | +4,300 | New |
| State of Wisconsin Investment Board | 4,100 | $208.0K | 0.00% | −1,400−25.5% | Reduced |
| 1st Source Bank | 4,000 | $203.0K | 0.01% | +4,000 | New |
| Ritholtz Wealth Management | 4,014 | $203.0K | 0.01% | +4,014 | New |
| MetLife Investment Management | 3,768 | $190.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,259 | $165.0K | 0.00% | +633+24.1% | Added |
| Legal & General Group Plc | 3,213 | $162.0K | 0.00% | +16+0.5% | Added |
| UBS Group AG | 2,819 | $143.0K | 0.00% | +2,648+1,548.5% | Added |
| Metropolitan Life Insurance Co | 2,639 | $133.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,087 | $106.0K | 0.00% | +812+63.7% | Added |
| SG Americas Securities, LLC | 2,078 | $105.0K | 0.00% | −1,885−47.6% | Reduced |
| Lazard Asset Management LLC | 2,011 | $101.0K | 0.00% | +286+16.6% | Added |
| BNP Paribas Arbitrage, SA | 1,852 | $93.8K | 0.00% | +172+10.2% | Added |
| Carmichael Hill & Associates, Inc. | 1,300 | $66.0K | 0.03% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,233 | $62.0K | 0.01% | +168+15.8% | Added |
| American Portfolios Advisors | 647 | $32.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 610 | $31.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 540 | $27.0K | 0.00% | −684−55.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 500 | $25.3K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 392 | $20.0K | 0.00% | +392 | New |
| Aquatic Capital Management LLC | 300 | $15.0K | 0.03% | +300 | New |
| Great West Life Assurance Co | 212 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 192 | $10.0K | 0.00% | −71−27.0% | Reduced |
| Tower Research Capital LLC (TRC) | 162 | $8.00K | 0.00% | −24−12.9% | Reduced |
| Captrust Financial Advisors | 138 | $7.00K | 0.00% | −67−32.7% | Reduced |
| TCI Wealth Advisors, Inc. | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 0 | $0 | 0.00% | −18,309−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −10,588−100.0% | Sold out |