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
- 18.1M
- +343.6K (+1.9%) vs. Q3 2023
- Total value
- $1.43B
- +$263.9M (+22.6%) 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.
| 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 2023
Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | +1+50.0% | Added |
| CWM, LLC | 1 | $0 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 16 | $1.27K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 31 | $2.46K | 0.00% | −558−94.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 45 | $3.56K | 0.00% | +45 | New |
| Steward Partners Investment Advisory, LLC | 67 | $5.31K | 0.00% | +4+6.3% | Added |
| Federated Hermes, Inc. | 75 | $5.94K | 0.00% | +9+13.6% | Added |
| Comerica Bank | 125 | $9.90K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 165 | $13.5K | 0.00% | +165 | New |
| Federation des caisses Desjardins du Quebec | 200 | $15.8K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 300 | $23.8K | 0.00% | +200+200.0% | Added |
| EntryPoint Capital, LLC | 336 | $26.6K | 0.03% | +336 | New |
| Metropolitan Life Insurance Co | 451 | $35.7K | 0.00% | −83−15.5% | Reduced |
| Vestcor Inc | 569 | $45.0K | 0.00% | −935−62.2% | Reduced |
| Acadian Asset Management LLC | 634 | $50.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 671 | $53.2K | 0.00% | +14+2.1% | Added |
| New York State Teachers Retirement System | 717 | $57.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 756 | $60.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 808 | $64.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,184 | $94.0K | 0.00% | −90−7.1% | Reduced |
| Citigroup Inc | 1,334 | $105.7K | 0.00% | +1,316+7,311.1% | Added |
| Carmichael Hill & Associates, Inc. | 1,400 | $110.9K | 0.05% | −100−6.7% | Reduced |
| Quest Partners LLC | 1,695 | $134.3K | 0.03% | +1,695 | New |
| Royal Bank of Canada | 2,293 | $181.0K | 0.00% | +1,062+86.3% | Added |
| Tower Research Capital LLC (TRC) | 2,368 | $187.6K | 0.00% | +2,094+764.2% | Added |
| Denali Advisors LLC | 2,600 | $206.0K | 0.06% | −800−23.5% | Reduced |
| SG Americas Securities, LLC | 2,624 | $208.0K | 0.00% | +2,624 | New |
| Peterson Wealth Services | 2,755 | $218.3K | 0.09% | +2,755 | New |
| Wexford Capital LP | 2,800 | $221.8K | 0.05% | −2,500−47.2% | Reduced |
| Martingale Asset Management L P | 2,801 | $221.9K | 0.00% | +2,801 | New |
| Aquatic Capital Management LLC | 2,800 | $222.0K | 0.01% | +2,200+366.7% | Added |
| Virtu Financial LLC | 3,270 | $259.0K | 0.02% | +3,270 | New |
| O'Shaughnessy Asset Management, LLC | 3,280 | $259.8K | 0.00% | +3,280 | New |
| Voya Investment Management LLC | 3,485 | $276.1K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,733 | $295.7K | 0.00% | −1,340−26.4% | Reduced |
| Centiva Capital, LP | 3,879 | $307.3K | 0.02% | +3,879 | New |
| Quantbot Technologies LP | 3,973 | $314.7K | 0.02% | +2,075+109.3% | Added |
| American International Group, Inc. | 4,073 | $322.7K | 0.00% | −16−0.4% | Reduced |
| Dark Forest Capital Management LP | 4,145 | $328.4K | 0.05% | −932−18.4% | Reduced |
| Franklin Resources Inc | 4,236 | $335.6K | 0.00% | +112+2.7% | Added |
| MetLife Investment Management | 4,354 | $344.9K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 4,388 | $347.0K | 0.00% | −356−7.5% | Reduced |
| Victory Capital Management Inc | 4,496 | $356.2K | 0.00% | +4,496 | New |
| Alps Advisors Inc | 4,504 | $356.8K | 0.00% | −256−5.4% | Reduced |
| Verition Fund Management LLC | 4,504 | $356.8K | 0.00% | +4,504 | New |
| Deutsche Bank AG | 4,515 | $357.7K | 0.00% | −96−2.1% | Reduced |
| Exchange Traded Concepts, LLC | 4,667 | $369.7K | 0.01% | +4,667 | New |
| SEI Investments Co | 4,671 | $370.0K | 0.00% | −660−12.4% | Reduced |
| Occudo Quantitative Strategies LP | 4,751 | $376.4K | 0.05% | −2,468−34.2% | Reduced |
| Algert Global LLC | 4,840 | $383.4K | 0.02% | +4,840 | New |
| CI Private Wealth, LLC | 5,131 | $406.5K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 5,223 | $413.8K | 0.00% | +5,223 | New |
| Lazard Asset Management LLC | 5,260 | $416.0K | 0.00% | +181+3.6% | Added |
| Aviva PLC | 5,359 | $424.5K | 0.00% | +5,359 | New |
| Engineers Gate Manager LP | 5,373 | $425.6K | 0.01% | +5,373 | New |
| Yorktown Management & Research Co Inc | 5,400 | $427.8K | 0.45% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 5,418 | $429.2K | 0.09% | −1,800−24.9% | Reduced |
| Balyasny Asset Management LLC | 5,454 | $432.1K | 0.00% | +5,454 | New |
| Exencial Wealth Advisors, LLC | 5,500 | $435.7K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,344 | $441.3K | 0.00% | −73−1.3% | Reduced |
| Aldebaran Capital, LLC | 5,666 | $448.9K | 0.46% | −190−3.2% | Reduced |
| Islay Capital Management, LLC | 6,078 | $481.5K | 0.38% | +6,078 | New |
| Manufacturers Life Insurance Company, The | 6,103 | $483.5K | 0.00% | −326−5.1% | Reduced |
| STRS Ohio | 7,500 | $594.0K | 0.00% | −1,200−13.8% | Reduced |
| Legal & General Group Plc | 7,534 | $596.8K | 0.00% | +99+1.3% | Added |
| New York Life Investment Management LLC | 8,047 | $637.5K | 0.01% | −203−2.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,052 | $638.0K | 0.07% | +3,262+68.1% | Added |
| Cetera Advisor Networks LLC | 8,500 | $673.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 8,548 | $677.2K | 0.00% | −393−4.4% | Reduced |
| Trexquant Investment LP | 9,237 | $731.8K | 0.02% | −2,238−19.5% | Reduced |
| Jump Financial, LLC | 9,621 | $762.2K | 0.02% | −1,579−14.1% | Reduced |
| Teacher Retirement System of Texas | 9,668 | $766.0K | 0.01% | +904+10.3% | Added |
| Cubist Systematic Strategies, LLC | 9,713 | $769.5K | 0.01% | +3,240+50.1% | Added |
| American Century Companies Inc | 10,223 | $809.9K | 0.00% | +6,457+171.5% | Added |
| Jane Street Group, LLC | 11,129 | $881.6K | 0.00% | +6,509+140.9% | Added |
| State of Wisconsin Investment Board | 11,365 | $900.3K | 0.00% | −2,818−19.9% | Reduced |
| D. E. Shaw & Co., Inc. | 11,472 | $908.8K | 0.00% | +2,281+24.8% | Added |
| Rhumbline Advisers | 11,804 | $935.1K | 0.00% | −111−0.9% | Reduced |
| Russell Investments Group, Ltd. | 11,966 | $948.0K | 0.00% | −2,764−18.8% | Reduced |
| UBS Group AG | 12,773 | $1.01M | 0.00% | +7,000+121.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 12,927 | $1.02M | 0.00% | +4,027+45.2% | Added |
| Barclays PLC | 13,351 | $1.06M | 0.00% | +10,436+358.0% | Added |
| Bank of America Corp | 13,433 | $1.06M | 0.00% | +3,409+34.0% | Added |
| RBF Capital, LLC | 15,000 | $1.19M | 0.07% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 15,814 | $1.25M | 0.00% | +2,005+14.5% | Added |
| Swiss National Bank | 15,900 | $1.26M | 0.00% | −1,700−9.7% | Reduced |
| Quadrature Capital Ltd | 16,537 | $1.31M | 0.02% | +1,687+11.4% | Added |
| Ameriprise Financial Inc | 17,137 | $1.36M | 0.00% | +46+0.3% | Added |
| Modera Wealth Management, LLC | 17,140 | $1.36M | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 19,464 | $1.54M | 0.00% | +6,293+47.8% | Added |
| Assenagon Asset Management S.A. | 19,745 | $1.56M | 0.00% | +12,242+163.2% | Added |
| Credit Suisse AG | 19,808 | $1.57M | 0.00% | +697+3.6% | Added |
| Janus Henderson Group PLC | 20,889 | $1.66M | 0.00% | +16,631+390.6% | Added |
| Qube Research & Technologies Ltd | 22,219 | $1.76M | 0.00% | +13,681+160.2% | Added |
| Jacobs Levy Equity Management, Inc | 22,612 | $1.79M | 0.01% | 00.0% | Unchanged |
| Advisory Research Inc | 25,117 | $1.99M | 0.31% | −21,224−45.8% | Reduced |
| Nuveen Asset Management, LLC | 26,152 | $2.07M | 0.00% | −21,474−45.1% | Reduced |
| AQR Capital Management LLC | 26,285 | $2.08M | 0.00% | +3,031+13.0% | Added |
| Two Sigma Advisers, LP | 26,400 | $2.09M | 0.00% | +1,700+6.9% | Added |
| Janney Montgomery Scott LLC | 26,428 | $2.09M | 0.01% | +2,159+8.9% | Added |