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.
Q4 2023 vs. Q3 2023
How the institutions holding IES Holdings, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 117 | 133 | +16 |
| Shares | 17.7M | 18.1M | +343.6K (+1.9%) |
| Value | $1.17B | $1.43B | +$263.9M (+22.6%) |
New holders (22)
Institutions that held IES Holdings, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Breach Inlet Capital Management, LLC | 129,244 | $10.2M | 9.25% |
| First Trust Advisors LP | 61,754 | $4.89M | 0.01% |
| Islay Capital Management, LLC | 6,078 | $481.5K | 0.38% |
| Balyasny Asset Management LLC | 5,454 | $432.1K | 0.00% |
| Engineers Gate Manager LP | 5,373 | $425.6K | 0.01% |
| Aviva PLC | 5,359 | $424.5K | 0.00% |
| Marshall Wace, LLP | 5,223 | $413.8K | 0.00% |
| Algert Global LLC | 4,840 | $383.4K | 0.02% |
| Exchange Traded Concepts, LLC | 4,667 | $369.7K | 0.01% |
| Verition Fund Management LLC | 4,504 | $356.8K | 0.00% |
| Victory Capital Management Inc | 4,496 | $356.2K | 0.00% |
| Centiva Capital, LP | 3,879 | $307.3K | 0.02% |
| O'Shaughnessy Asset Management, LLC | 3,280 | $259.8K | 0.00% |
| Virtu Financial LLC | 3,270 | $259.0K | 0.02% |
| Martingale Asset Management L P | 2,801 | $221.9K | 0.00% |
| Peterson Wealth Services | 2,755 | $218.3K | 0.09% |
| SG Americas Securities, LLC | 2,624 | $208.0K | 0.00% |
| Quest Partners LLC | 1,695 | $134.3K | 0.03% |
| EntryPoint Capital, LLC | 336 | $26.6K | 0.03% |
| GAMMA Investing LLC | 165 | $13.5K | 0.00% |
| Newbridge Financial Services Group, Inc. | 45 | $3.56K | 0.00% |
| CWM, LLC | 1 | $0 | 0.00% |
Sold out (6)
Institutions that held IES Holdings, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Gsa Capital Partners LLP | 9,686 | $638.0K |
| Bailard, Inc. | 4,100 | $270.1K |
| 1st Source Bank | 4,000 | $263.5K |
| Man Group plc | – | $215.5K |
| Gladius Capital Management LP | 628 | $41.4K |
| Carmel Capital Partners, LLC | 22 | $1.45K |