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 2023
Institutional positions in IES Holdings, Inc. as of Sep 30, 2023. 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
- 117
- +16 vs. Q2 2023
- Shares held
- 17.7M
- +262.5K (+1.5%) vs. Q2 2023
- Total value
- $1.17B
- +$174.6M (+17.6%) vs. Q2 2023
- New holders
- 18
- 49 more added
- Sold out
- 2
- 30 more reduced
Compare with Q2 2023: 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 2023
Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16 | $1.05K | 0.00% | −15−48.4% | Reduced |
| Citigroup Inc | 18 | $1.19K | 0.00% | −3,385−99.5% | Reduced |
| Carmel Capital Partners, LLC | 22 | $1.45K | 0.00% | +22 | New |
| Steward Partners Investment Advisory, LLC | 63 | $4.15K | 0.00% | +63 | New |
| Federated Hermes, Inc. | 66 | $4.35K | 0.00% | +66 | New |
| Point72 Asset Management, L.P. | 100 | $6.59K | 0.00% | +99+9,900.0% | Added |
| Comerica Bank | 125 | $8.23K | 0.00% | +125 | New |
| Federation des caisses Desjardins du Quebec | 200 | $13.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 274 | $18.0K | 0.00% | −273−49.9% | Reduced |
| Metropolitan Life Insurance Co | 534 | $35.2K | 0.00% | +106+24.8% | Added |
| Allspring Global Investments Holdings, LLC | 589 | $38.8K | 0.00% | +539+1,078.0% | Added |
| Aquatic Capital Management LLC | 600 | $40.0K | 0.00% | +600 | New |
| Acadian Asset Management LLC | 634 | $41.0K | 0.00% | +634 | New |
| Gladius Capital Management LP | 628 | $41.4K | 0.01% | +15+2.4% | Added |
| Advisor Group Holdings, Inc. | 657 | $43.3K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 717 | $47.0K | 0.00% | +100+16.2% | Added |
| Great West Life Assurance Co | 756 | $50.0K | 0.00% | +428+130.5% | Added |
| Ameritas Investment Partners, Inc. | 808 | $53.2K | 0.00% | +198+32.5% | Added |
| Royal Bank of Canada | 1,231 | $82.0K | 0.00% | +285+30.1% | Added |
| Amalgamated Bank | 1,274 | $84.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,500 | $98.8K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 1,504 | $99.0K | 0.00% | +1,504 | New |
| Quantbot Technologies LP | 1,898 | $125.0K | 0.01% | −527−21.7% | Reduced |
| Barclays PLC | 2,915 | $192.0K | 0.00% | −437−13.0% | Reduced |
| Man Group plc | – | $215.5K | 0.00% | – | New |
| Denali Advisors LLC | 3,400 | $224.0K | 0.08% | 00.0% | Unchanged |
| Voya Investment Management LLC | 3,485 | $229.6K | 0.00% | −256−6.8% | Reduced |
| American Century Companies Inc | 3,766 | $248.1K | 0.00% | +3,766 | New |
| 1st Source Bank | 4,000 | $263.5K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 4,089 | $269.3K | 0.00% | +145+3.7% | Added |
| Bailard, Inc. | 4,100 | $270.1K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 4,124 | $271.6K | 0.00% | +55+1.4% | Added |
| Janus Henderson Group PLC | 4,258 | $280.0K | 0.00% | +20.0% | Added |
| MetLife Investment Management | 4,354 | $286.8K | 0.00% | −327−7.0% | Reduced |
| Deutsche Bank AG | 4,611 | $303.7K | 0.00% | +636+16.0% | Added |
| Jane Street Group, LLC | 4,620 | $304.3K | 0.00% | +4,620 | New |
| HRT Financial LP | 4,744 | $312.0K | 0.00% | +4,744 | New |
| Alps Advisors Inc | 4,760 | $313.5K | 0.00% | +4,760 | New |
| Dynamic Technology Lab Private Ltd | 4,790 | $316.0K | 0.03% | +4,790 | New |
| Lazard Asset Management LLC | 5,079 | $334.0K | 0.00% | +1,188+30.5% | Added |
| Walleye Capital LLC | 5,073 | $334.2K | 0.00% | −838−14.2% | Reduced |
| Dark Forest Capital Management LP | 5,077 | $334.4K | 0.03% | +5,077 | New |
| CI Private Wealth, LLC | 5,131 | $338.0K | 0.00% | 00.0% | Unchanged |
| Wexford Capital LP | 5,300 | $349.1K | 0.08% | −600−10.2% | Reduced |
| SEI Investments Co | 5,331 | $351.1K | 0.00% | +5,331 | New |
| Yorktown Management & Research Co Inc | 5,400 | $355.7K | 0.40% | +5,400 | New |
| GWM Advisors LLC | 5,417 | $356.8K | 0.00% | +5,417 | New |
| Exencial Wealth Advisors, LLC | 5,500 | $362.3K | 0.02% | −1,500−21.4% | Reduced |
| UBS Group AG | 5,773 | $380.3K | 0.00% | −1,703−22.8% | Reduced |
| Aldebaran Capital, LLC | 5,856 | $385.7K | 0.39% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 6,429 | $423.5K | 0.00% | +2,753+74.9% | Added |
| Cubist Systematic Strategies, LLC | 6,473 | $426.4K | 0.01% | +1,819+39.1% | Added |
| Bourgeon Capital Management LLC | 7,218 | $475.4K | 0.11% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 7,219 | $475.5K | 0.06% | +1,704+30.9% | Added |
| Legal & General Group Plc | 7,435 | $489.7K | 0.00% | +1,238+20.0% | Added |
| Assenagon Asset Management S.A. | 7,503 | $494.2K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 8,250 | $543.4K | 0.01% | −1,314−13.7% | Reduced |
| Cetera Advisor Networks LLC | 8,500 | $559.9K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 8,538 | $562.4K | 0.00% | +3,435+67.3% | Added |
| STRS Ohio | 8,700 | $573.0K | 0.00% | −2,500−22.3% | Reduced |
| Teacher Retirement System of Texas | 8,764 | $577.0K | 0.00% | +4,344+98.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,900 | $586.2K | 0.00% | +3,075+52.8% | Added |
| California State Teachers Retirement System | 8,941 | $588.9K | 0.00% | −882−9.0% | Reduced |
| D. E. Shaw & Co., Inc. | 9,191 | $605.4K | 0.00% | −4,115−30.9% | Reduced |
| Gsa Capital Partners LLP | 9,686 | $638.0K | 0.05% | +2,557+35.9% | Added |
| Bank of America Corp | 10,024 | $660.3K | 0.00% | +3,071+44.2% | Added |
| Jump Financial, LLC | 11,200 | $737.7K | 0.03% | +5,409+93.4% | Added |
| Trexquant Investment LP | 11,475 | $755.9K | 0.02% | −1,712−13.0% | Reduced |
| Rhumbline Advisers | 11,915 | $784.8K | 0.00% | +345+3.0% | Added |
| Alliancebernstein L.P. | 11,988 | $789.6K | 0.00% | +5,557+86.4% | Added |
| Citadel Advisors LLC | 12,184 | $802.6K | 0.00% | −21,277−63.6% | Reduced |
| Susquehanna International Group, LLP | 13,171 | $867.6K | 0.00% | +9,517+260.5% | Added |
| BNP Paribas Arbitrage, SA | 13,809 | $909.6K | 0.00% | +7,909+134.1% | Added |
| State of Wisconsin Investment Board | 14,183 | $934.2K | 0.00% | −1,555−9.9% | Reduced |
| Russell Investments Group, Ltd. | 14,730 | $970.3K | 0.00% | +4,100+38.6% | Added |
| Quadrature Capital Ltd | 14,850 | $976.8K | 0.02% | −14,043−48.6% | Reduced |
| RBF Capital, LLC | 15,000 | $988.0K | 0.07% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 17,091 | $1.13M | 0.00% | −1,007−5.6% | Reduced |
| Modera Wealth Management, LLC | 17,140 | $1.13M | 0.02% | 00.0% | Unchanged |
| Swiss National Bank | 17,600 | $1.16M | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 19,111 | $1.26M | 0.00% | +269+1.4% | Added |
| Jacobs Levy Equity Management, Inc | 22,612 | $1.49M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 23,254 | $1.53M | 0.00% | +12,710+120.5% | Added |
| Janney Montgomery Scott LLC | 24,269 | $1.60M | 0.01% | +24,269 | New |
| Two Sigma Advisers, LP | 24,700 | $1.63M | 0.00% | +1,400+6.0% | Added |
| Two Sigma Investments, LP | 31,507 | $2.08M | 0.01% | −9,011−22.2% | Reduced |
| EAM Investors, LLC | 38,181 | $2.51M | 0.49% | +17,996+89.2% | Added |
| Bank of New York Mellon Corp | 39,480 | $2.60M | 0.00% | +8,496+27.4% | Added |
| JB Capital Partners LP | 41,845 | $2.76M | 0.68% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 42,142 | $2.78M | 0.00% | −3,474−7.6% | Reduced |
| Neuberger Berman Group LLC | 42,779 | $2.82M | 0.00% | +207+0.5% | Added |
| Advisory Research Inc | 46,341 | $3.05M | 0.42% | +32,609+237.5% | Added |
| Nuveen Asset Management, LLC | 47,626 | $3.14M | 0.00% | +9,344+24.4% | Added |
| Coombe, Bender & Co LLC | 60,964 | $4.02M | 3.02% | −6,610−9.8% | Reduced |
| Goldman Sachs Group Inc | 62,368 | $4.11M | 0.00% | +36,333+139.6% | Added |
| Invesco Ltd. | 62,382 | $4.11M | 0.00% | −4,874−7.2% | Reduced |
| Wells Fargo & Company | 71,639 | $4.72M | 0.00% | −1,783−2.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 72,855 | $4.80M | 0.01% | +6,853+10.4% | Added |
| Charles Schwab Investment Management Inc | 77,780 | $5.12M | 0.00% | +169+0.2% | Added |