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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 2023

Institutional positions in IES Holdings, Inc. as of Dec 31, 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
133
+16 vs. Q3 2023
Shares held
18.3M
+538.1K (+3.0%) vs. Q3 2023
Total value
$1.45B
+$279.3M (+23.9%) vs. Q3 2023
New holders
22
51 more added
Sold out
6
43 more reduced

Compare with Q3 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.

Institutional holdersQ4 2023: 133 institutions
Q1 2021: 97 institutionsQ2 2021: 98 institutionsQ3 2021: 95 institutionsQ4 2021: 98 institutionsQ1 2022: 94 institutionsQ2 2022: 81 institutionsQ3 2022: 79 institutionsQ4 2022: 82 institutionsQ1 2023: 90 institutionsQ2 2023: 101 institutionsQ3 2023: 117 institutionsQ4 2023: 133 institutionsQ1 2024: 157 institutionsQ2 2024: 197 institutionsQ3 2024: 238 institutionsQ4 2024: 255 institutionsQ1 2025: 243 institutionsQ2 2025: 273 institutionsQ3 2025: 321 institutionsQ4 2025: 344 institutionsQ1 2026: 351 institutionsQ2 2026: 414 institutions
Value heldQ4 2023: $1.45B
Q1 2021: $874.7MQ2 2021: $922.5MQ3 2021: $795.0MQ4 2021: $878.5MQ1 2022: $703.9MQ2 2022: $533.2MQ3 2022: $479.6MQ4 2022: $608.9MQ1 2023: $784.6MQ2 2023: $994.2MQ3 2023: $1.17BQ4 2023: $1.45BQ1 2024: $2.28BQ2 2024: $2.56BQ3 2024: $3.69BQ4 2024: $3.71BQ1 2025: $3.12BQ2 2025: $5.67BQ3 2025: $7.64BQ4 2025: $7.40BQ1 2026: $9.14BQ2 2026: $14.2B
Institutions holding IESC and their total value by quarter
QuarterHoldersValue
Q2 2026414$14.2B
Q1 2026351$9.14B
Q4 2025344$7.40B
Q3 2025321$7.64B
Q2 2025273$5.67B
Q1 2025243$3.12B
Q4 2024255$3.71B
Q3 2024238$3.69B
Q2 2024197$2.56B
Q1 2024157$2.28B
Q4 2023133$1.45B
Q3 2023117$1.17B
Q2 2023101$994.2M
Q1 202390$784.6M
Q4 202282$608.9M
Q3 202279$479.6M
Q2 202281$533.2M
Q1 202294$703.9M
Q4 202198$878.5M
Q3 202195$795.0M
Q2 202198$922.5M
Q1 202197$874.7M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q3 2023.

Institutions holding IESC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Gendell Jeffrey L11,317,450$896.6M48.75%−92,702−0.8%Reduced
FMR LLC1,130,623$89.6M0.01%+24,000+2.2%Added
Dimensional Fund Advisors LP728,832$57.7M0.02%+7,680+1.1%Added
BlackRock Inc.613,487$48.6M0.00%+41,085+7.2%Added
AltraVue Capital, LLC482,896$38.3M4.41%−18,664−3.7%Reduced
Vanguard Group Inc435,681$34.5M0.00%−404−0.1%Reduced
Royce & Associates LP375,219$29.7M0.27%−38,994−9.4%Reduced
Morgan Stanley293,004$23.2M0.00%+163,867+126.9%Added
Renaissance Technologies LLC203,232$16.1M0.02%+21,500+11.8%Added
State Street Corp200,281$15.9M0.00%+8,620+4.5%Added
Geode Capital Management, LLC181,291$14.4M0.00%+8,545+4.9%Added
Invesco Ltd.144,476$11.4M0.00%+82,094+131.6%Added
Breach Inlet Capital Management, LLC129,244$10.2M9.25%+129,244New
JPMorgan Chase & Co96,064$7.61M0.00%+53,922+128.0%Added
Legato Capital Management LLC95,240$7.54M0.99%−270−0.3%Reduced
New York State Common Retirement Fund90,449$7.17M0.01%−346−0.4%Reduced
Northern Trust Corp88,364$7.00M0.00%−2,365−2.6%Reduced
Charles Schwab Investment Management Inc87,243$6.91M0.00%+9,463+12.2%Added
State of Wyoming84,661$6.71M1.25%−6,265−6.9%Reduced
Arrowstreet Capital, Limited Partnership77,924$6.17M0.01%+5,069+7.0%Added
Millennium Management LLC76,088$6.03M0.01%−61,776−44.8%Reduced
Wells Fargo & Company72,123$5.71M0.00%+484+0.7%Added
Goldman Sachs Group Inc71,776$5.69M0.00%+9,408+15.1%Added
Kennedy Capital Management, Inc.68,163$5.40M0.12%−14,063−17.1%Reduced
Coombe, Bender & Co LLC62,647$4.96M3.10%+1,683+2.8%Added
First Trust Advisors LP61,754$4.89M0.01%+61,754New
Alliancebernstein L.P.43,871$3.48M0.00%+31,883+266.0%Added
Neuberger Berman Group LLC42,655$3.38M0.00%−124−0.3%Reduced
JB Capital Partners LP41,845$3.31M0.67%00.0%Unchanged
Two Sigma Investments, LP41,077$3.25M0.01%+9,570+30.4%Added
Bank of New York Mellon Corp38,745$3.07M0.00%−735−1.9%Reduced
EAM Investors, LLC32,304$2.56M0.45%−5,877−15.4%Reduced
Citadel Advisors LLC26,826$2.13M0.00%+14,642+120.2%Added
Janney Montgomery Scott LLC26,428$2.09M0.01%+2,159+8.9%Added
Two Sigma Advisers, LP26,400$2.09M0.00%+1,700+6.9%Added
AQR Capital Management LLC26,285$2.08M0.00%+3,031+13.0%Added
Nuveen Asset Management, LLC26,152$2.07M0.00%−21,474−45.1%Reduced
Advisory Research Inc25,117$1.99M0.31%−21,224−45.8%Reduced
Jacobs Levy Equity Management, Inc22,612$1.79M0.01%00.0%Unchanged
Qube Research & Technologies Ltd22,219$1.76M0.00%+13,681+160.2%Added
Janus Henderson Group PLC20,889$1.66M0.00%+16,631+390.6%Added
Credit Suisse AG19,808$1.57M0.00%+697+3.6%Added
Assenagon Asset Management S.A.19,745$1.56M0.00%+12,242+163.2%Added
Susquehanna International Group, LLP19,464$1.54M0.00%+6,293+47.8%Added
Modera Wealth Management, LLC17,140$1.36M0.02%00.0%Unchanged
Ameriprise Financial Inc17,137$1.36M0.00%+46+0.3%Added
Quadrature Capital Ltd16,537$1.31M0.02%+1,687+11.4%Added
Swiss National Bank15,900$1.26M0.00%−1,700−9.7%Reduced
BNP Paribas Arbitrage, SA15,814$1.25M0.00%+2,005+14.5%Added
RBF Capital, LLC15,000$1.19M0.07%00.0%Unchanged
Bank of America Corp13,433$1.06M0.00%+3,409+34.0%Added
Barclays PLC13,351$1.06M0.00%+10,436+358.0%Added
Connor, Clark & Lunn Investment Management Ltd.12,927$1.02M0.00%+4,027+45.2%Added
UBS Group AG12,773$1.01M0.00%+7,000+121.3%Added
Russell Investments Group, Ltd.11,966$948.0K0.00%−2,764−18.8%Reduced
Rhumbline Advisers11,804$935.1K0.00%−111−0.9%Reduced
D. E. Shaw & Co., Inc.11,472$908.8K0.00%+2,281+24.8%Added
State of Wisconsin Investment Board11,365$900.3K0.00%−2,818−19.9%Reduced
Jane Street Group, LLC11,129$881.6K0.00%+6,509+140.9%Added
American Century Companies Inc10,223$809.9K0.00%+6,457+171.5%Added
Cubist Systematic Strategies, LLC9,713$769.5K0.01%+3,240+50.1%Added
Teacher Retirement System of Texas9,668$766.0K0.01%+904+10.3%Added
Jump Financial, LLC9,621$762.2K0.02%−1,579−14.1%Reduced
Trexquant Investment LP9,237$731.8K0.02%−2,238−19.5%Reduced
California State Teachers Retirement System8,548$677.2K0.00%−393−4.4%Reduced
Cetera Advisor Networks LLC8,500$673.4K0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd8,052$638.0K0.07%+3,262+68.1%Added
New York Life Investment Management LLC8,047$637.5K0.01%−203−2.5%Reduced
Legal & General Group Plc7,534$596.8K0.00%+99+1.3%Added
STRS Ohio7,500$594.0K0.00%−1,200−13.8%Reduced
Manufacturers Life Insurance Company, The6,103$483.5K0.00%−326−5.1%Reduced
Islay Capital Management, LLC6,078$481.5K0.38%+6,078New
Aldebaran Capital, LLC5,666$448.9K0.46%−190−3.2%Reduced
GWM Advisors LLC5,344$441.3K0.00%−73−1.3%Reduced
Exencial Wealth Advisors, LLC5,500$435.7K0.02%00.0%Unchanged
Balyasny Asset Management LLC5,454$432.1K0.00%+5,454New
Bourgeon Capital Management LLC5,418$429.2K0.09%−1,800−24.9%Reduced
Yorktown Management & Research Co Inc5,400$427.8K0.45%00.0%Unchanged
Engineers Gate Manager LP5,373$425.6K0.01%+5,373New
Aviva PLC5,359$424.5K0.00%+5,359New
Lazard Asset Management LLC5,260$416.0K0.00%+181+3.6%Added
Marshall Wace, LLP5,223$413.8K0.00%+5,223New
CI Private Wealth, LLC5,131$406.5K0.00%00.0%Unchanged
Algert Global LLC4,840$383.4K0.02%+4,840New
Occudo Quantitative Strategies LP4,751$376.4K0.05%−2,468−34.2%Reduced
SEI Investments Co4,671$370.0K0.00%−660−12.4%Reduced
Exchange Traded Concepts, LLC4,667$369.7K0.01%+4,667New
Deutsche Bank AG4,515$357.7K0.00%−96−2.1%Reduced
Alps Advisors Inc4,504$356.8K0.00%−256−5.4%Reduced
Verition Fund Management LLC4,504$356.8K0.00%+4,504New
Victory Capital Management Inc4,496$356.2K0.00%+4,496New
HRT Financial LP4,388$347.0K0.00%−356−7.5%Reduced
MetLife Investment Management4,354$344.9K0.00%00.0%Unchanged
Franklin Resources Inc4,236$335.6K0.00%+112+2.7%Added
Dark Forest Capital Management LP4,145$328.4K0.05%−932−18.4%Reduced
American International Group, Inc.4,073$322.7K0.00%−16−0.4%Reduced
Quantbot Technologies LP3,973$314.7K0.02%+2,075+109.3%Added
Centiva Capital, LP3,879$307.3K0.02%+3,879New
Walleye Capital LLC3,733$295.7K0.00%−1,340−26.4%Reduced
Voya Investment Management LLC3,485$276.1K0.00%00.0%Unchanged