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 2022
Institutional positions in IES Holdings, Inc. as of Sep 30, 2022. 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
- 79
- −2 vs. Q2 2022
- Shares held
- 17.4M
- −310.9K (−1.8%) vs. Q2 2022
- Total value
- $479.6M
- −$53.6M (−10.1%) vs. Q2 2022
- New holders
- 7
- 23 more added
- Sold out
- 9
- 27 more reduced
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gendell Jeffrey L | 11,410,152 | $315.1M | 41.39% | 00.0% | Unchanged |
| FMR LLC | 934,253 | $25.8M | 0.00% | −175,573−15.8% | Reduced |
| BlackRock Inc. | 912,149 | $25.2M | 0.00% | −55,362−5.7% | Reduced |
| Dimensional Fund Advisors LP | 690,972 | $19.1M | 0.01% | +23,944+3.6% | Added |
| AltraVue Capital, LLC | 502,421 | $13.9M | 2.08% | −21,210−4.1% | Reduced |
| Royce & Associates LP | 496,399 | $13.7M | 0.16% | −30,000−5.7% | Reduced |
| Vanguard Group Inc | 426,709 | $11.8M | 0.00% | −1,485−0.3% | Reduced |
| Renaissance Technologies LLC | 189,832 | $5.24M | 0.01% | −24,600−11.5% | Reduced |
| State Street Corp | 185,610 | $5.13M | 0.00% | +4,112+2.3% | Added |
| Geode Capital Management, LLC | 171,303 | $4.73M | 0.00% | +1,652+1.0% | Added |
| Kennedy Capital Management, Inc. | 128,826 | $3.56M | 0.10% | −1,194−0.9% | Reduced |
| Legato Capital Management LLC | 92,025 | $2.54M | 0.66% | −21,660−19.1% | Reduced |
| New York State Common Retirement Fund | 90,587 | $2.50M | 0.00% | +190.0% | Added |
| Northern Trust Corp | 90,439 | $2.50M | 0.00% | −766−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 79,467 | $2.19M | 0.00% | +655+0.8% | Added |
| Coombe, Bender & Co LLC | 71,902 | $1.99M | 1.76% | +1,886+2.7% | Added |
| Morgan Stanley | 67,885 | $1.87M | 0.00% | −2,464−3.5% | Reduced |
| State of Wyoming | 67,274 | $1.86M | 0.92% | +14,583+27.7% | Added |
| Wellington Management Group LLP | 62,900 | $1.74M | 0.00% | +62,900 | New |
| Jacobs Levy Equity Management, Inc | 52,568 | $1.45M | 0.01% | −2,600−4.7% | Reduced |
| Eaton Vance Management | 50,000 | $1.38M | 0.00% | 00.0% | Unchanged |
| JB Capital Partners LP | 41,845 | $1.16M | 0.34% | 00.0% | Unchanged |
| National Bank of Canada | 40,045 | $1.15M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 40,030 | $1.11M | 0.00% | +2,280+6.0% | Added |
| Citadel Advisors LLC | 35,530 | $981.0K | 0.00% | +18,551+109.3% | Added |
| Neuberger Berman Group LLC | 34,439 | $951.0K | 0.00% | −1,600−4.4% | Reduced |
| Nuveen Asset Management, LLC | 31,140 | $860.0K | 0.00% | −77−0.2% | Reduced |
| Millennium Management LLC | 30,450 | $841.0K | 0.00% | +15,130+98.8% | Added |
| State of Wisconsin Investment Board | 22,538 | $622.0K | 0.00% | +783+3.6% | Added |
| Swiss National Bank | 22,200 | $613.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 21,935 | $606.0K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 17,554 | $485.0K | 0.00% | −332−1.9% | Reduced |
| Ameriprise Financial Inc | 17,223 | $475.0K | 0.00% | +250+1.5% | Added |
| STRS Ohio | 16,200 | $447.0K | 0.00% | 00.0% | Unchanged |
| Otter Creek Advisors, LLC | 15,634 | $432.0K | 0.42% | −8,582−35.4% | Reduced |
| RBF Capital, LLC | 15,000 | $414.0K | 0.04% | 00.0% | Unchanged |
| AQR Capital Management LLC | 13,633 | $377.0K | 0.00% | −10,970−44.6% | Reduced |
| Rhumbline Advisers | 12,684 | $350.0K | 0.00% | +946+8.1% | Added |
| New York Life Investment Management LLC | 12,519 | $346.0K | 0.00% | +919+7.9% | Added |
| ExodusPoint Capital Management, LP | 12,276 | $339.0K | 0.00% | −3,816−23.7% | Reduced |
| Gabelli Funds LLC | 12,000 | $331.0K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 11,788 | $326.0K | 0.21% | 00.0% | Unchanged |
| Credit Suisse AG | 11,576 | $320.0K | 0.00% | +44+0.4% | Added |
| California State Teachers Retirement System | 11,476 | $317.0K | 0.00% | −570−4.7% | Reduced |
| Modera Wealth Management, LLC | 9,900 | $273.0K | 0.01% | +9,900 | New |
| Janus Henderson Group PLC | 9,041 | $249.0K | 0.00% | −445−4.7% | Reduced |
| Wexford Capital LP | 8,200 | $226.0K | 0.07% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 8,000 | $221.0K | 0.01% | −350−4.2% | Reduced |
| Bourgeon Capital Management LLC | 7,218 | $199.0K | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 5,858 | $161.8K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,860 | $134.0K | 0.00% | +38+0.8% | Added |
| American International Group, Inc. | 4,128 | $114.0K | 0.00% | +7+0.2% | Added |
| Deutsche Bank AG | 3,678 | $102.0K | 0.00% | −585−13.7% | Reduced |
| BNP Paribas Arbitrage, SA | 3,649 | $100.8K | 0.00% | +18+0.5% | Added |
| Lazard Asset Management LLC | 3,632 | $100.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,333 | $92.0K | 0.00% | +165+5.2% | Added |
| Victory Capital Management Inc | 3,120 | $86.0K | 0.00% | −34,682−91.7% | Reduced |
| Bank of America Corp | 2,994 | $83.0K | 0.00% | +338+12.7% | Added |
| UBS Group AG | 2,000 | $55.0K | 0.00% | +1,267+172.9% | Added |
| Carmichael Hill & Associates, Inc. | 1,500 | $41.0K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 1,303 | $36.0K | 0.00% | +6+0.5% | Added |
| Tower Research Capital LLC (TRC) | 864 | $23.0K | 0.00% | −24−2.7% | Reduced |
| Denali Advisors LLC | 800 | $22.0K | 0.01% | +800 | New |
| Great West Life Assurance Co | 655 | $18.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 647 | $17.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 610 | $16.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 549 | $15.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 406 | $11.0K | 0.00% | +206+103.0% | Added |
| Citigroup Inc | 363 | $10.0K | 0.00% | −653−64.3% | Reduced |
| Barclays PLC | 369 | $10.0K | 0.00% | −73−16.5% | Reduced |
| Aquatic Capital Management LLC | 300 | $8.00K | 0.00% | −300−50.0% | Reduced |
| Wipfli Financial Advisors LLC, | 285 | $8.00K | 0.00% | +285 | New |
| Allspring Global Investments Holdings, LLC | 253 | $6.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $5.52K | 0.00% | +200 | New |
| Wells Fargo & Company | 114 | $3.00K | 0.00% | −89−43.8% | Reduced |
| Covestor Ltd | 93 | $3.00K | 0.00% | +93 | New |
| Parallel Advisors, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 31 | $1.00K | 0.00% | +31 | New |
| Advisor Group Holdings, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Apis Capital Advisors, LLC | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −16,468−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Parsec Financial Management, Inc. | 0 | $0 | 0.00% | −7,240−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |