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
- 78
- −3 vs. Q2 2022
- Shares held
- 17.4M
- −319.9K (−1.8%) vs. Q2 2022
- Total value
- $479.3M
- −$53.9M (−10.1%) vs. Q2 2022
- New holders
- 7
- 23 more added
- Sold out
- 10
- 26 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 | $9.13B |
| 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 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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 31 | $1.00K | 0.00% | +31 | New |
| Wells Fargo & Company | 114 | $3.00K | 0.00% | −89−43.8% | Reduced |
| Covestor Ltd | 93 | $3.00K | 0.00% | +93 | New |
| Federation des caisses Desjardins du Quebec | 200 | $5.52K | 0.00% | +200 | New |
| Allspring Global Investments Holdings, LLC | 253 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $8.00K | 0.00% | −300−50.0% | Reduced |
| Wipfli Financial Advisors LLC, | 285 | $8.00K | 0.00% | +285 | New |
| Citigroup Inc | 363 | $10.0K | 0.00% | −653−64.3% | Reduced |
| Barclays PLC | 369 | $10.0K | 0.00% | −73−16.5% | Reduced |
| Royal Bank of Canada | 406 | $11.0K | 0.00% | +206+103.0% | Added |
| Metropolitan Life Insurance Co | 549 | $15.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 610 | $16.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 647 | $17.9K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 655 | $18.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 800 | $22.0K | 0.01% | +800 | New |
| Tower Research Capital LLC (TRC) | 864 | $23.0K | 0.00% | −24−2.7% | Reduced |
| Amalgamated Bank | 1,303 | $36.0K | 0.00% | +6+0.5% | Added |
| Carmichael Hill & Associates, Inc. | 1,500 | $41.0K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 2,000 | $55.0K | 0.00% | +1,267+172.9% | Added |
| Bank of America Corp | 2,994 | $83.0K | 0.00% | +338+12.7% | Added |
| Victory Capital Management Inc | 3,120 | $86.0K | 0.00% | −34,682−91.7% | Reduced |
| Legal & General Group Plc | 3,333 | $92.0K | 0.00% | +165+5.2% | Added |
| Lazard Asset Management LLC | 3,632 | $100.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,649 | $100.8K | 0.00% | +18+0.5% | Added |
| Deutsche Bank AG | 3,678 | $102.0K | 0.00% | −585−13.7% | Reduced |
| American International Group, Inc. | 4,128 | $114.0K | 0.00% | +7+0.2% | Added |
| JPMorgan Chase & Co | 4,860 | $134.0K | 0.00% | +38+0.8% | Added |
| MetLife Investment Management | 5,858 | $161.8K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 7,218 | $199.0K | 0.05% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 8,000 | $221.0K | 0.01% | −350−4.2% | Reduced |
| Wexford Capital LP | 8,200 | $226.0K | 0.07% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 9,900 | $273.0K | 0.01% | +9,900 | New |
| California State Teachers Retirement System | 11,476 | $317.0K | 0.00% | −570−4.7% | Reduced |
| Credit Suisse AG | 11,576 | $320.0K | 0.00% | +44+0.4% | Added |
| Perritt Capital Management Inc | 11,788 | $326.0K | 0.21% | 00.0% | Unchanged |
| Gabelli Funds LLC | 12,000 | $331.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 12,276 | $339.0K | 0.00% | −3,816−23.7% | Reduced |
| New York Life Investment Management LLC | 12,519 | $346.0K | 0.00% | +919+7.9% | Added |
| Rhumbline Advisers | 12,684 | $350.0K | 0.00% | +946+8.1% | Added |
| AQR Capital Management LLC | 13,633 | $377.0K | 0.00% | −10,970−44.6% | Reduced |
| RBF Capital, LLC | 15,000 | $414.0K | 0.04% | 00.0% | Unchanged |
| Otter Creek Advisors, LLC | 15,634 | $432.0K | 0.42% | −8,582−35.4% | Reduced |
| STRS Ohio | 16,200 | $447.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 17,223 | $475.0K | 0.00% | +250+1.5% | Added |
| Invesco Ltd. | 17,554 | $485.0K | 0.00% | −332−1.9% | Reduced |
| Cetera Advisor Networks LLC | 21,935 | $606.0K | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 22,200 | $613.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 22,538 | $622.0K | 0.00% | +783+3.6% | Added |
| Millennium Management LLC | 30,450 | $841.0K | 0.00% | +15,130+98.8% | Added |
| Nuveen Asset Management, LLC | 31,140 | $860.0K | 0.00% | −77−0.2% | Reduced |
| Neuberger Berman Group LLC | 34,439 | $951.0K | 0.00% | −1,600−4.4% | Reduced |
| Citadel Advisors LLC | 35,530 | $981.0K | 0.00% | +18,551+109.3% | Added |
| Bank of New York Mellon Corp | 40,030 | $1.11M | 0.00% | +2,280+6.0% | Added |
| National Bank of Canada | 40,045 | $1.15M | 0.01% | 00.0% | Unchanged |
| JB Capital Partners LP | 41,845 | $1.16M | 0.34% | 00.0% | Unchanged |
| Eaton Vance Management | 50,000 | $1.38M | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 52,568 | $1.45M | 0.01% | −2,600−4.7% | Reduced |
| Wellington Management Group LLP | 62,900 | $1.74M | 0.00% | +62,900 | New |
| State of Wyoming | 67,274 | $1.86M | 0.92% | +14,583+27.7% | Added |
| Morgan Stanley | 67,885 | $1.87M | 0.00% | −2,464−3.5% | Reduced |
| Coombe, Bender & Co LLC | 71,902 | $1.99M | 1.76% | +1,886+2.7% | Added |
| Charles Schwab Investment Management Inc | 79,467 | $2.19M | 0.00% | +655+0.8% | Added |
| Northern Trust Corp | 90,439 | $2.50M | 0.00% | −766−0.8% | Reduced |
| New York State Common Retirement Fund | 90,587 | $2.50M | 0.00% | +190.0% | Added |
| Legato Capital Management LLC | 92,025 | $2.54M | 0.66% | −21,660−19.1% | Reduced |
| Kennedy Capital Management, Inc. | 128,826 | $3.56M | 0.10% | −1,194−0.9% | Reduced |
| Geode Capital Management, LLC | 171,303 | $4.73M | 0.00% | +1,652+1.0% | Added |
| State Street Corp | 185,610 | $5.13M | 0.00% | +4,112+2.3% | Added |
| Renaissance Technologies LLC | 189,832 | $5.24M | 0.01% | −24,600−11.5% | Reduced |
| Vanguard Group Inc | 426,709 | $11.8M | 0.00% | −1,485−0.3% | Reduced |
| Royce & Associates LP | 496,399 | $13.7M | 0.16% | −30,000−5.7% | Reduced |
| AltraVue Capital, LLC | 502,421 | $13.9M | 2.08% | −21,210−4.1% | Reduced |
| Dimensional Fund Advisors LP | 690,972 | $19.1M | 0.01% | +23,944+3.6% | Added |
| BlackRock Inc. | 912,149 | $25.2M | 0.00% | −55,362−5.7% | Reduced |
| FMR LLC | 934,253 | $25.8M | 0.00% | −175,573−15.8% | Reduced |
| Gendell Jeffrey L | 11,410,152 | $315.1M | 41.39% | 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 |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −9,486−100.0% | 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 |