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
- +7 vs. Q3 2022
- Shares held
- 17.1M
- −184.4K (−1.1%) vs. Q3 2022
- Total value
- $608.9M
- +$131.0M (+27.4%) vs. Q3 2022
- New holders
- 14
- 25 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 | $9.13B |
| 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 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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 9 | $0 | 0.00% | +9 | New |
| Parallel Advisors, LLC | 4 | $142 | 0.00% | −23−85.2% | Reduced |
| EverSource Wealth Advisors, LLC | 31 | $1.10K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 79 | $3.00K | 0.00% | −14−15.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 200 | $7.11K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 247 | $8.79K | 0.00% | −6−2.4% | Reduced |
| Citigroup Inc | 298 | $10.6K | 0.00% | −65−17.9% | Reduced |
| Tower Research Capital LLC (TRC) | 422 | $15.0K | 0.00% | −442−51.2% | Reduced |
| Metropolitan Life Insurance Co | 549 | $19.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 655 | $23.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 657 | $23.0K | 0.00% | +647+6,470.0% | Added |
| Ameritas Investment Partners, Inc. | 610 | $24.6K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,125 | $40.0K | 0.01% | +1,125 | New |
| Amalgamated Bank | 1,303 | $46.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,500 | $53.4K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,720 | $61.0K | 0.00% | +1,314+323.6% | Added |
| BNP Paribas Arbitrage, SA | 2,161 | $76.9K | 0.00% | −1,488−40.8% | Reduced |
| Barclays PLC | 2,349 | $83.6K | 0.00% | +1,980+536.6% | Added |
| Victory Capital Management Inc | 2,865 | $101.9K | 0.00% | −255−8.2% | Reduced |
| Legal & General Group Plc | 3,555 | $126.5K | 0.00% | +222+6.7% | Added |
| Lazard Asset Management LLC | 3,632 | $129.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,736 | $132.9K | 0.00% | +58+1.6% | Added |
| American International Group, Inc. | 4,112 | $146.3K | 0.00% | −16−0.4% | Reduced |
| UBS Group AG | 4,537 | $161.4K | 0.00% | +2,537+126.9% | Added |
| MetLife Investment Management | 5,157 | $183.4K | 0.00% | −701−12.0% | Reduced |
| JPMorgan Chase & Co | 5,211 | $186.0K | 0.00% | +351+7.2% | Added |
| Assenagon Asset Management S.A. | 5,845 | $208.0K | 0.00% | +5,845 | New |
| Two Sigma Investments, LP | 5,931 | $211.0K | 0.00% | +5,931 | New |
| Aldebaran Capital, LLC | 6,106 | $217.2K | 0.22% | +6,106 | New |
| Susquehanna International Group, LLP | 6,125 | $217.9K | 0.00% | +6,125 | New |
| D. E. Shaw & Co., Inc. | 6,449 | $229.4K | 0.00% | +6,449 | New |
| Bourgeon Capital Management LLC | 7,218 | $256.7K | 0.06% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 7,240 | $257.5K | 0.01% | +7,240 | New |
| Wexford Capital LP | 7,600 | $270.3K | 0.06% | −600−7.3% | Reduced |
| Exencial Wealth Advisors, LLC | 8,000 | $284.6K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 9,333 | $332.1K | 0.00% | +9,333 | New |
| Modera Wealth Management, LLC | 9,900 | $352.1K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 9,929 | $353.2K | 0.00% | +6,935+231.6% | Added |
| Marshall Wace, LLP | 11,155 | $396.8K | 0.00% | +11,155 | New |
| ExodusPoint Capital Management, LP | 11,431 | $407.0K | 0.01% | −845−6.9% | Reduced |
| California State Teachers Retirement System | 11,499 | $409.0K | 0.00% | +23+0.2% | Added |
| Credit Suisse AG | 11,502 | $409.1K | 0.00% | −74−0.6% | Reduced |
| Perritt Capital Management Inc | 11,788 | $419.3K | 0.24% | 00.0% | Unchanged |
| Gabelli Funds LLC | 12,000 | $426.8K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 12,397 | $442.6K | 0.01% | +12,397 | New |
| Rhumbline Advisers | 12,702 | $452.0K | 0.00% | +18+0.1% | Added |
| New York Life Investment Management LLC | 14,076 | $500.7K | 0.01% | +1,557+12.4% | Added |
| CI Private Wealth, LLC | 14,311 | $509.0K | 0.00% | +14,311 | New |
| RBF Capital, LLC | 15,000 | $534.0K | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 16,200 | $576.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 18,596 | $661.0K | 0.00% | +1,373+8.0% | Added |
| Jane Street Group, LLC | 21,827 | $776.4K | 0.00% | +21,827 | New |
| Cetera Advisor Networks LLC | 21,935 | $780.2K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 21,945 | $780.6K | 0.00% | −593−2.6% | Reduced |
| Swiss National Bank | 22,200 | $789.7K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 28,732 | $1.02M | 0.00% | −2,408−7.7% | Reduced |
| Goldman Sachs Group Inc | 28,857 | $1.03M | 0.00% | +28,857 | New |
| Invesco Ltd. | 29,279 | $1.04M | 0.00% | +11,725+66.8% | Added |
| Neuberger Berman Group LLC | 32,939 | $1.17M | 0.00% | −1,500−4.4% | Reduced |
| Bank of New York Mellon Corp | 33,212 | $1.18M | 0.00% | −6,818−17.0% | Reduced |
| JB Capital Partners LP | 41,845 | $1.49M | 0.39% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 49,791 | $1.77M | 0.01% | −2,777−5.3% | Reduced |
| Citadel Advisors LLC | 51,055 | $1.82M | 0.00% | +15,525+43.7% | Added |
| Coombe, Bender & Co LLC | 68,278 | $2.43M | 2.22% | −3,624−5.0% | Reduced |
| State of Wyoming | 69,395 | $2.47M | 0.82% | +2,121+3.2% | Added |
| Millennium Management LLC | 75,984 | $2.70M | 0.00% | +45,534+149.5% | Added |
| Charles Schwab Investment Management Inc | 81,238 | $2.89M | 0.00% | +1,771+2.2% | Added |
| Northern Trust Corp | 89,932 | $3.20M | 0.00% | −507−0.6% | Reduced |
| New York State Common Retirement Fund | 92,211 | $3.28M | 0.00% | +1,624+1.8% | Added |
| Wellington Management Group LLP | 106,100 | $3.77M | 0.00% | +43,200+68.7% | Added |
| Morgan Stanley | 116,998 | $4.16M | 0.00% | +49,113+72.3% | Added |
| Kennedy Capital Management, Inc. | 127,984 | $4.55M | 0.13% | −842−0.7% | Reduced |
| Geode Capital Management, LLC | 174,582 | $6.21M | 0.00% | +3,279+1.9% | Added |
| Renaissance Technologies LLC | 176,132 | $6.26M | 0.01% | −13,700−7.2% | Reduced |
| State Street Corp | 182,601 | $6.50M | 0.00% | −3,009−1.6% | Reduced |
| Vanguard Group Inc | 428,828 | $15.3M | 0.00% | +2,119+0.5% | Added |
| Royce & Associates LP | 481,973 | $17.1M | 0.18% | −14,426−2.9% | Reduced |
| AltraVue Capital, LLC | 511,361 | $18.2M | 2.55% | +8,940+1.8% | Added |
| BlackRock Inc. | 592,395 | $21.1M | 0.00% | −319,754−35.1% | Reduced |
| Dimensional Fund Advisors LP | 701,418 | $24.9M | 0.01% | +10,446+1.5% | Added |
| FMR LLC | 937,752 | $33.4M | 0.00% | +3,499+0.4% | Added |
| Gendell Jeffrey L | 11,410,152 | $405.9M | 36.02% | 00.0% | Unchanged |
| 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 |