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 2022
Institutional positions in IES Holdings, Inc. as of Dec 31, 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
- 82
- +6 vs. Q3 2022
- Shares held
- 17.1M
- −193.5K (−1.1%) vs. Q3 2022
- Total value
- $608.9M
- +$130.7M (+27.3%) vs. Q3 2022
- New holders
- 13
- 26 more added
- Sold out
- 7
- 24 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gendell Jeffrey L | 11,410,152 | $405.9M | 36.02% | 00.0% | Unchanged |
| FMR LLC | 937,752 | $33.4M | 0.00% | +3,499+0.4% | Added |
| Dimensional Fund Advisors LP | 701,418 | $24.9M | 0.01% | +10,446+1.5% | Added |
| BlackRock Inc. | 592,395 | $21.1M | 0.00% | −319,754−35.1% | Reduced |
| AltraVue Capital, LLC | 511,361 | $18.2M | 2.55% | +8,940+1.8% | Added |
| Royce & Associates LP | 481,973 | $17.1M | 0.18% | −14,426−2.9% | Reduced |
| Vanguard Group Inc | 428,828 | $15.3M | 0.00% | +2,119+0.5% | Added |
| State Street Corp | 182,601 | $6.50M | 0.00% | −3,009−1.6% | Reduced |
| Renaissance Technologies LLC | 176,132 | $6.26M | 0.01% | −13,700−7.2% | Reduced |
| Geode Capital Management, LLC | 174,582 | $6.21M | 0.00% | +3,279+1.9% | Added |
| Kennedy Capital Management, Inc. | 127,984 | $4.55M | 0.13% | −842−0.7% | Reduced |
| Morgan Stanley | 116,998 | $4.16M | 0.00% | +49,113+72.3% | Added |
| Wellington Management Group LLP | 106,100 | $3.77M | 0.00% | +43,200+68.7% | Added |
| New York State Common Retirement Fund | 92,211 | $3.28M | 0.00% | +1,624+1.8% | Added |
| Northern Trust Corp | 89,932 | $3.20M | 0.00% | −507−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 81,238 | $2.89M | 0.00% | +1,771+2.2% | Added |
| Millennium Management LLC | 75,984 | $2.70M | 0.00% | +45,534+149.5% | Added |
| State of Wyoming | 69,395 | $2.47M | 0.82% | +2,121+3.2% | Added |
| Coombe, Bender & Co LLC | 68,278 | $2.43M | 2.22% | −3,624−5.0% | Reduced |
| Citadel Advisors LLC | 51,055 | $1.82M | 0.00% | +15,525+43.7% | Added |
| Jacobs Levy Equity Management, Inc | 49,791 | $1.77M | 0.01% | −2,777−5.3% | Reduced |
| JB Capital Partners LP | 41,845 | $1.49M | 0.39% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 33,212 | $1.18M | 0.00% | −6,818−17.0% | Reduced |
| Neuberger Berman Group LLC | 32,939 | $1.17M | 0.00% | −1,500−4.4% | Reduced |
| Invesco Ltd. | 29,279 | $1.04M | 0.00% | +11,725+66.8% | Added |
| Goldman Sachs Group Inc | 28,857 | $1.03M | 0.00% | +28,857 | New |
| Nuveen Asset Management, LLC | 28,732 | $1.02M | 0.00% | −2,408−7.7% | Reduced |
| Swiss National Bank | 22,200 | $789.7K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 21,945 | $780.6K | 0.00% | −593−2.6% | Reduced |
| Cetera Advisor Networks LLC | 21,935 | $780.2K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 21,827 | $776.4K | 0.00% | +21,827 | New |
| Ameriprise Financial Inc | 18,596 | $661.0K | 0.00% | +1,373+8.0% | Added |
| STRS Ohio | 16,200 | $576.0K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 15,000 | $534.0K | 0.04% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 14,311 | $509.0K | 0.00% | +14,311 | New |
| New York Life Investment Management LLC | 14,076 | $500.7K | 0.01% | +1,557+12.4% | Added |
| Rhumbline Advisers | 12,702 | $452.0K | 0.00% | +18+0.1% | Added |
| Quadrature Capital Ltd | 12,397 | $442.6K | 0.01% | +12,397 | New |
| Gabelli Funds LLC | 12,000 | $426.8K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 11,788 | $419.3K | 0.24% | 00.0% | Unchanged |
| Credit Suisse AG | 11,502 | $409.1K | 0.00% | −74−0.6% | Reduced |
| California State Teachers Retirement System | 11,499 | $409.0K | 0.00% | +23+0.2% | Added |
| ExodusPoint Capital Management, LP | 11,431 | $407.0K | 0.01% | −845−6.9% | Reduced |
| Marshall Wace, LLP | 11,155 | $396.8K | 0.00% | +11,155 | New |
| Bank of America Corp | 9,929 | $353.2K | 0.00% | +6,935+231.6% | Added |
| Modera Wealth Management, LLC | 9,900 | $352.1K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 9,333 | $332.1K | 0.00% | +292+3.2% | Added |
| Exencial Wealth Advisors, LLC | 8,000 | $284.6K | 0.02% | 00.0% | Unchanged |
| Wexford Capital LP | 7,600 | $270.3K | 0.06% | −600−7.3% | Reduced |
| Parsec Financial Management, Inc. | 7,240 | $257.5K | 0.01% | +7,240 | New |
| Bourgeon Capital Management LLC | 7,218 | $256.7K | 0.06% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 6,449 | $229.4K | 0.00% | +6,449 | New |
| Susquehanna International Group, LLP | 6,125 | $217.9K | 0.00% | +6,125 | New |
| Aldebaran Capital, LLC | 6,106 | $217.2K | 0.22% | +6,106 | New |
| Two Sigma Investments, LP | 5,931 | $211.0K | 0.00% | +5,931 | New |
| Assenagon Asset Management S.A. | 5,845 | $208.0K | 0.00% | +5,845 | New |
| JPMorgan Chase & Co | 5,211 | $186.0K | 0.00% | +351+7.2% | Added |
| MetLife Investment Management | 5,157 | $183.4K | 0.00% | −701−12.0% | Reduced |
| UBS Group AG | 4,537 | $161.4K | 0.00% | +2,537+126.9% | Added |
| American International Group, Inc. | 4,112 | $146.3K | 0.00% | −16−0.4% | Reduced |
| Deutsche Bank AG | 3,736 | $132.9K | 0.00% | +58+1.6% | Added |
| Lazard Asset Management LLC | 3,632 | $129.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,555 | $126.5K | 0.00% | +222+6.7% | Added |
| Victory Capital Management Inc | 2,865 | $101.9K | 0.00% | −255−8.2% | Reduced |
| Barclays PLC | 2,349 | $83.6K | 0.00% | +1,980+536.6% | Added |
| BNP Paribas Arbitrage, SA | 2,161 | $76.9K | 0.00% | −1,488−40.8% | Reduced |
| Royal Bank of Canada | 1,720 | $61.0K | 0.00% | +1,314+323.6% | Added |
| Carmichael Hill & Associates, Inc. | 1,500 | $53.4K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 1,303 | $46.0K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,125 | $40.0K | 0.01% | +1,125 | New |
| Ameritas Investment Partners, Inc. | 610 | $24.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 657 | $23.0K | 0.00% | +647+6,470.0% | Added |
| Great West Life Assurance Co | 655 | $23.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 549 | $19.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 422 | $15.0K | 0.00% | −442−51.2% | Reduced |
| Citigroup Inc | 298 | $10.6K | 0.00% | −65−17.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 247 | $8.79K | 0.00% | −6−2.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 200 | $7.11K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 79 | $3.00K | 0.00% | −14−15.1% | Reduced |
| EverSource Wealth Advisors, LLC | 31 | $1.10K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4 | $142 | 0.00% | −23−85.2% | Reduced |
| GWM Advisors LLC | 9 | $0 | 0.00% | +9 | New |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −92,025−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −40,045−100.0% | Sold out |
| Otter Creek Advisors, LLC | 0 | $0 | 0.00% | −15,634−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −13,633−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |