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
- −80.6K (−0.5%) vs. Q3 2021
- Total value
- $876.9M
- +$82.0M (+10.3%) 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 | $9.13B |
| 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, 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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 138 | $7.00K | 0.00% | −67−32.7% | Reduced |
| Tower Research Capital LLC (TRC) | 162 | $8.00K | 0.00% | −24−12.9% | Reduced |
| Advisor Group Holdings, Inc. | 192 | $10.0K | 0.00% | −71−27.0% | Reduced |
| Great West Life Assurance Co | 212 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $15.0K | 0.03% | +300 | New |
| Signet Financial Management, LLC | 392 | $20.0K | 0.00% | +392 | New |
| Federation des caisses Desjardins du Quebec | 500 | $25.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 540 | $27.0K | 0.00% | −684−55.9% | Reduced |
| Ameritas Investment Partners, Inc. | 610 | $31.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 647 | $32.8K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,233 | $62.0K | 0.01% | +168+15.8% | Added |
| Carmichael Hill & Associates, Inc. | 1,300 | $66.0K | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,852 | $93.8K | 0.00% | +172+10.2% | Added |
| Lazard Asset Management LLC | 2,011 | $101.0K | 0.00% | +286+16.6% | Added |
| SG Americas Securities, LLC | 2,078 | $105.0K | 0.00% | −1,885−47.6% | Reduced |
| Royal Bank of Canada | 2,087 | $106.0K | 0.00% | +812+63.7% | Added |
| Metropolitan Life Insurance Co | 2,639 | $133.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,819 | $143.0K | 0.00% | +2,648+1,548.5% | Added |
| Legal & General Group Plc | 3,213 | $162.0K | 0.00% | +16+0.5% | Added |
| Citigroup Inc | 3,259 | $165.0K | 0.00% | +633+24.1% | Added |
| MetLife Investment Management | 3,768 | $190.8K | 0.00% | 00.0% | Unchanged |
| 1st Source Bank | 4,000 | $203.0K | 0.01% | +4,000 | New |
| Ritholtz Wealth Management | 4,014 | $203.0K | 0.01% | +4,014 | New |
| State of Wisconsin Investment Board | 4,100 | $208.0K | 0.00% | −1,400−25.5% | Reduced |
| Two Sigma Advisers, LP | 4,300 | $218.0K | 0.00% | +4,300 | New |
| American International Group, Inc. | 4,601 | $233.0K | 0.00% | −139−2.9% | Reduced |
| UBS Asset Management Americas Inc | 4,777 | $241.9K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,832 | $245.0K | 0.00% | −873−15.3% | Reduced |
| Manufacturers Life Insurance Company, The | 4,938 | $250.0K | 0.00% | −197−3.8% | Reduced |
| Wells Fargo & Company | 4,972 | $252.0K | 0.00% | −1,946−28.1% | Reduced |
| Price T Rowe Associates Inc | 5,100 | $258.0K | 0.00% | +5,100 | New |
| PDT Partners, LLC | 5,400 | $273.0K | 0.02% | −420−7.2% | Reduced |
| Millennium Management LLC | 5,493 | $278.0K | 0.00% | −44,998−89.1% | Reduced |
| Deutsche Bank AG | 5,654 | $287.0K | 0.00% | +111+2.0% | Added |
| Summit Global Investments | 5,900 | $299.0K | 0.02% | +5,900 | New |
| Bridgewater Advisors Inc. | 5,928 | $300.0K | 0.07% | 00.0% | Unchanged |
| Zebra Capital Management LLC | 6,022 | $305.0K | 0.49% | −1,789−22.9% | Reduced |
| Wexford Capital LP | 6,200 | $314.0K | 0.03% | +6,200 | New |
| Advisory Research Inc | 6,219 | $315.0K | 0.02% | +6,219 | New |
| Bank of America Corp | 6,345 | $321.0K | 0.00% | −3,717−36.9% | Reduced |
| Parametric Portfolio Associates LLC | 6,830 | $346.0K | 0.00% | −90−1.3% | Reduced |
| Bourgeon Capital Management LLC | 7,218 | $366.0K | 0.08% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 7,240 | $367.0K | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 7,632 | $386.0K | 0.00% | −25,573−77.0% | Reduced |
| Allianz Asset Management GmbH | 7,835 | $397.0K | 0.00% | −774−9.0% | Reduced |
| IndexIQ Advisors LLC | 8,377 | $424.0K | 0.01% | −542−6.1% | Reduced |
| Exencial Wealth Advisors, LLC | 8,850 | $448.0K | 0.02% | −1,150−11.5% | Reduced |
| Citadel Advisors LLC | 9,487 | $481.0K | 0.00% | −25,417−72.8% | Reduced |
| Ameriprise Financial Inc | 9,505 | $482.0K | 0.00% | +1,124+13.4% | Added |
| Rhumbline Advisers | 9,660 | $489.0K | 0.00% | −157−1.6% | Reduced |
| ExodusPoint Capital Management, LP | 10,049 | $509.0K | 0.01% | +4,946+96.9% | Added |
| Scotia Capital Inc. | 10,346 | $524.0K | 0.00% | +10,346 | New |
| Barclays PLC | 10,511 | $532.0K | 0.00% | +6,292+149.1% | Added |
| O'Shaughnessy Asset Management, LLC | 10,899 | $552.0K | 0.01% | −1,699−13.5% | Reduced |
| Exchange Traded Concepts, LLC | 10,989 | $556.0K | 0.01% | +177+1.6% | Added |
| Credit Suisse AG | 11,623 | $588.0K | 0.00% | +57+0.5% | Added |
| Gabelli Funds LLC | 12,000 | $608.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 12,492 | $632.0K | 0.00% | +736+6.3% | Added |
| California State Teachers Retirement System | 12,707 | $643.0K | 0.00% | +306+2.5% | Added |
| Invesco Ltd. | 12,766 | $646.0K | 0.00% | −3,528−21.7% | Reduced |
| RBF Capital, LLC | 15,000 | $760.0K | 0.05% | −15,000−50.0% | Reduced |
| STRS Ohio | 15,300 | $774.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 15,946 | $807.0K | 0.00% | −15,359−49.1% | Reduced |
| Perritt Capital Management Inc | 16,500 | $836.0K | 0.43% | −13,400−44.8% | Reduced |
| Susquehanna International Group, LLP | 20,572 | $1.04M | 0.00% | +20,572 | New |
| Swiss National Bank | 20,600 | $1.04M | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 21,935 | $1.11M | 0.01% | −3,061−12.2% | Reduced |
| AQR Capital Management LLC | 22,515 | $1.14M | 0.00% | +5,551+32.7% | Added |
| JPMorgan Chase & Co | 25,697 | $1.30M | 0.00% | +6,461+33.6% | Added |
| Nuveen Asset Management, LLC | 28,561 | $1.35M | 0.00% | −9,048−24.1% | Reduced |
| Neuberger Berman Group LLC | 37,939 | $1.92M | 0.00% | +1,400+3.8% | Added |
| Bank of New York Mellon Corp | 40,058 | $2.03M | 0.00% | −2,351−5.5% | Reduced |
| JB Capital Partners LP | 41,845 | $2.12M | 0.45% | 00.0% | Unchanged |
| Monarch Partners Asset Management LLC | 45,576 | $2.31M | 0.47% | +3,857+9.2% | Added |
| Bridge City Capital, LLC | 47,175 | $2.39M | 0.99% | +476+1.0% | Added |
| Eaton Vance Management | 50,000 | $2.53M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 55,792 | $2.83M | 0.00% | −8,182−12.8% | Reduced |
| Apis Capital Advisors, LLC | 62,000 | $3.14M | 3.48% | +2,000+3.3% | Added |
| Otter Creek Advisors, LLC | 63,161 | $3.20M | 3.00% | +13,890+28.2% | Added |
| Morgan Stanley | 74,632 | $3.78M | 0.00% | −4,533−5.7% | Reduced |
| Kennedy Capital Management, Inc. | 82,644 | $4.18M | 0.09% | +59,246+253.2% | Added |
| Charles Schwab Investment Management Inc | 87,683 | $4.44M | 0.00% | +1,461+1.7% | Added |
| Northern Trust Corp | 94,187 | $4.77M | 0.00% | +134+0.1% | Added |
| New York State Common Retirement Fund | 99,176 | $5.02M | 0.01% | +170.0% | Added |
| Legato Capital Management LLC | 103,435 | $5.24M | 0.97% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 167,998 | $8.51M | 0.00% | −18,407−9.9% | Reduced |
| R.P. Boggs & Co. | 169,741 | $8.60M | 5.22% | −3,672−2.1% | Reduced |
| State Street Corp | 171,058 | $8.66M | 0.00% | +2,651+1.6% | Added |
| Renaissance Technologies LLC | 224,032 | $11.3M | 0.01% | −10,600−4.5% | Reduced |
| Vanguard Group Inc | 436,397 | $22.1M | 0.00% | +4,959+1.1% | Added |
| AltraVue Capital, LLC | 478,721 | $24.2M | 3.21% | −1,950−0.4% | Reduced |
| Royce & Associates LP | 609,399 | $30.9M | 0.23% | −21,800−3.5% | Reduced |
| Dimensional Fund Advisors LP | 647,305 | $32.8M | 0.01% | −10,436−1.6% | Reduced |
| BlackRock Inc. | 702,450 | $35.6M | 0.00% | +20,218+3.0% | Added |
| FMR LLC | 787,614 | $39.9M | 0.00% | +28,197+3.7% | Added |
| Gendell Jeffrey L | 11,410,152 | $577.8M | 47.06% | −9,330−0.1% | Reduced |
| 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 |