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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 3,280 | $259.8K | 0.00% | +3,280 | New |
| Virtu Financial LLC | 3,270 | $259.0K | 0.02% | +3,270 | New |
| Aquatic Capital Management LLC | 2,800 | $222.0K | 0.01% | +2,200+366.7% | Added |
| Martingale Asset Management L P | 2,801 | $221.9K | 0.00% | +2,801 | New |
| Wexford Capital LP | 2,800 | $221.8K | 0.05% | −2,500−47.2% | Reduced |
| Peterson Wealth Services | 2,755 | $218.3K | 0.09% | +2,755 | New |
| SG Americas Securities, LLC | 2,624 | $208.0K | 0.00% | +2,624 | New |
| Denali Advisors LLC | 2,600 | $206.0K | 0.06% | −800−23.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,368 | $187.6K | 0.00% | +2,094+764.2% | Added |
| Royal Bank of Canada | 2,293 | $181.0K | 0.00% | +1,062+86.3% | Added |
| Quest Partners LLC | 1,695 | $134.3K | 0.03% | +1,695 | New |
| Carmichael Hill & Associates, Inc. | 1,400 | $110.9K | 0.05% | −100−6.7% | Reduced |
| Citigroup Inc | 1,334 | $105.7K | 0.00% | +1,316+7,311.1% | Added |
| Amalgamated Bank | 1,184 | $94.0K | 0.00% | −90−7.1% | Reduced |
| Ameritas Investment Partners, Inc. | 808 | $64.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 756 | $60.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 717 | $57.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 671 | $53.2K | 0.00% | +14+2.1% | Added |
| Acadian Asset Management LLC | 634 | $50.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 569 | $45.0K | 0.00% | −935−62.2% | Reduced |
| Metropolitan Life Insurance Co | 451 | $35.7K | 0.00% | −83−15.5% | Reduced |
| EntryPoint Capital, LLC | 336 | $26.6K | 0.03% | +336 | New |
| Point72 Asset Management, L.P. | 300 | $23.8K | 0.00% | +200+200.0% | Added |
| Federation des caisses Desjardins du Quebec | 200 | $15.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 165 | $13.5K | 0.00% | +165 | New |
| Comerica Bank | 125 | $9.90K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 75 | $5.94K | 0.00% | +9+13.6% | Added |
| Steward Partners Investment Advisory, LLC | 67 | $5.31K | 0.00% | +4+6.3% | Added |
| Newbridge Financial Services Group, Inc. | 45 | $3.56K | 0.00% | +45 | New |
| Allspring Global Investments Holdings, LLC | 31 | $2.46K | 0.00% | −558−94.7% | Reduced |
| EverSource Wealth Advisors, LLC | 16 | $1.27K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | +1+50.0% | Added |
| CWM, LLC | 1 | $0 | 0.00% | +1 | New |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,686−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| 1st Source Bank | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |