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, Q1 2024
Institutional positions in IES Holdings, Inc. as of Mar 31, 2024. 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
- 157
- +24 vs. Q4 2023
- Shares held
- 18.8M
- +500.3K (+2.7%) vs. Q4 2023
- Total value
- $2.28B
- +$836.2M (+57.7%) vs. Q4 2023
- New holders
- 41
- 44 more added
- Sold out
- 17
- 53 more reduced
Compare with Q4 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 | $9.14B |
| Q4 2025 | 344 | $7.40B |
| Q3 2025 | 321 | $7.64B |
| 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 | $2.28B |
| Q4 2023 | 133 | $1.45B |
| Q3 2023 | 117 | $1.17B |
| Q2 2023 | 101 | $994.2M |
| Q1 2023 | 90 | $784.6M |
| Q4 2022 | 82 | $608.9M |
| Q3 2022 | 79 | $479.6M |
| Q2 2022 | 81 | $533.2M |
| Q1 2022 | 94 | $703.9M |
| Q4 2021 | 98 | $878.5M |
| Q3 2021 | 95 | $795.0M |
| Q2 2021 | 98 | $922.5M |
| Q1 2021 | 97 | $874.7M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gendell Jeffrey L | 11,210,152 | $1.36B | 52.68% | −107,298−0.9% | Reduced |
| FMR LLC | 1,309,380 | $159.3M | 0.01% | +178,757+15.8% | Added |
| Morgan Stanley | 745,671 | $90.7M | 0.00% | +452,667+154.5% | Added |
| Dimensional Fund Advisors LP | 727,357 | $88.5M | 0.02% | −1,475−0.2% | Reduced |
| BlackRock Inc. | 614,846 | $74.8M | 0.00% | +1,359+0.2% | Added |
| Vanguard Group Inc | 479,315 | $58.3M | 0.00% | +43,634+10.0% | Added |
| AltraVue Capital, LLC | 387,896 | $47.2M | 5.12% | −95,000−19.7% | Reduced |
| Royce & Associates LP | 313,572 | $38.1M | 0.34% | −61,647−16.4% | Reduced |
| State Street Corp | 194,814 | $23.7M | 0.00% | −5,467−2.7% | Reduced |
| Geode Capital Management, LLC | 188,211 | $22.9M | 0.00% | +6,920+3.8% | Added |
| Renaissance Technologies LLC | 181,432 | $22.1M | 0.03% | −21,800−10.7% | Reduced |
| JPMorgan Chase & Co | 142,990 | $17.4M | 0.00% | +46,926+48.8% | Added |
| State of Wyoming | 85,684 | $10.4M | 1.74% | +1,023+1.2% | Added |
| Northern Trust Corp | 84,685 | $10.3M | 0.00% | −3,679−4.2% | Reduced |
| Charles Schwab Investment Management Inc | 82,692 | $10.1M | 0.00% | −4,551−5.2% | Reduced |
| Assenagon Asset Management S.A. | 79,388 | $9.66M | 0.03% | +59,643+302.1% | Added |
| Invesco Ltd. | 78,450 | $9.54M | 0.00% | −66,026−45.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 77,208 | $9.39M | 0.01% | −716−0.9% | Reduced |
| Legato Capital Management LLC | 76,980 | $9.36M | 1.13% | −18,260−19.2% | Reduced |
| Kennedy Capital Management, Inc. | 75,963 | $9.24M | 0.19% | +7,800+11.4% | Added |
| Wells Fargo & Company | 73,600 | $8.95M | 0.00% | +1,477+2.0% | Added |
| New York State Common Retirement Fund | 73,544 | $8.95M | 0.01% | −16,905−18.7% | Reduced |
| Goldman Sachs Group Inc | 67,712 | $8.24M | 0.00% | −4,064−5.7% | Reduced |
| First Trust Advisors LP | 62,068 | $7.55M | 0.01% | +314+0.5% | Added |
| Citadel Advisors LLC | 60,317 | $7.34M | 0.01% | +33,491+124.8% | Added |
| Ophir Asset Management Pty Ltd | 57,364 | $6.98M | 1.22% | +57,364 | New |
| Coombe, Bender & Co LLC | 56,077 | $6.82M | 4.15% | −6,570−10.5% | Reduced |
| Alliancebernstein L.P. | 44,041 | $5.36M | 0.00% | +170+0.4% | Added |
| Neuberger Berman Group LLC | 42,412 | $5.16M | 0.00% | −243−0.6% | Reduced |
| AQR Capital Management LLC | 42,203 | $5.13M | 0.01% | +15,918+60.6% | Added |
| JB Capital Partners LP | 41,845 | $5.09M | 0.96% | 00.0% | Unchanged |
| Millennium Management LLC | 36,502 | $4.44M | 0.00% | −39,586−52.0% | Reduced |
| Two Sigma Investments, LP | 35,342 | $4.30M | 0.01% | −5,735−14.0% | Reduced |
| Bank of New York Mellon Corp | 35,037 | $4.26M | 0.00% | −3,708−9.6% | Reduced |
| American Century Companies Inc | 34,927 | $4.25M | 0.00% | +24,704+241.7% | Added |
| Breach Inlet Capital Management, LLC | 31,899 | $3.88M | 3.47% | −97,345−75.3% | Reduced |
| Algert Global LLC | 31,890 | $3.88M | 0.15% | +27,050+558.9% | Added |
| Qube Research & Technologies Ltd | 31,203 | $3.80M | 0.01% | +8,984+40.4% | Added |
| EAM Investors, LLC | 29,174 | $3.55M | 0.55% | −3,130−9.7% | Reduced |
| Janney Montgomery Scott LLC | 27,592 | $3.36M | 0.01% | +1,164+4.4% | Added |
| Janus Henderson Group PLC | 26,609 | $3.24M | 0.00% | +5,720+27.4% | Added |
| Two Sigma Advisers, LP | 25,700 | $3.13M | 0.01% | −700−2.7% | Reduced |
| Nuveen Asset Management, LLC | 25,059 | $3.05M | 0.00% | −1,093−4.2% | Reduced |
| Susquehanna International Group, LLP | 23,085 | $2.81M | 0.00% | +3,621+18.6% | Added |
| Jacobs Levy Equity Management, Inc | 22,612 | $2.75M | 0.01% | 00.0% | Unchanged |
| Aurora Investment Counsel | 21,244 | $2.58M | 1.48% | +21,244 | New |
| BNP Paribas Arbitrage, SA | 20,727 | $2.52M | 0.00% | +4,913+31.1% | Added |
| Forge First Asset Management Inc. | 19,876 | $2.42M | 0.76% | +19,876 | New |
| Credit Suisse AG | 19,201 | $2.34M | 0.00% | −607−3.1% | Reduced |
| Modera Wealth Management, LLC | 17,140 | $2.08M | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 17,019 | $2.07M | 0.00% | −118−0.7% | Reduced |
| HSBC Holdings PLC | 16,209 | $1.97M | 0.00% | +16,209 | New |
| Swiss National Bank | 15,900 | $1.93M | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 15,858 | $1.93M | 0.01% | +2,931+22.7% | Added |
| Options Solutions, LLC | 15,807 | $1.92M | 1.10% | +15,807 | New |
| Cubist Systematic Strategies, LLC | 15,607 | $1.90M | 0.02% | +5,894+60.7% | Added |
| RBF Capital, LLC | 15,000 | $1.82M | 0.10% | 00.0% | Unchanged |
| First Sabrepoint Capital Management LP | 15,000 | $1.82M | 0.81% | +15,000 | New |
| Teacher Retirement System of Texas | 14,860 | $1.81M | 0.01% | +5,192+53.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,909 | $1.69M | 0.00% | +13,909 | New |
| Russell Investments Group, Ltd. | 13,712 | $1.67M | 0.00% | +1,746+14.6% | Added |
| Acadian Asset Management LLC | 12,446 | $1.51M | 0.01% | +11,812+1,863.1% | Added |
| Rhumbline Advisers | 12,203 | $1.48M | 0.00% | +399+3.4% | Added |
| UBS Group AG | 10,796 | $1.31M | 0.00% | −1,977−15.5% | Reduced |
| Martingale Asset Management L P | 10,304 | $1.25M | 0.03% | +7,503+267.9% | Added |
| Bank of America Corp | 9,248 | $1.12M | 0.00% | −4,185−31.2% | Reduced |
| Verition Fund Management LLC | 8,858 | $1.08M | 0.01% | +4,354+96.7% | Added |
| Cetera Investment Advisers | 8,500 | $1.03M | 0.00% | +8,500 | New |
| Occudo Quantitative Strategies LP | 8,243 | $1.00M | 0.18% | +3,492+73.5% | Added |
| California State Teachers Retirement System | 8,096 | $984.8K | 0.00% | −452−5.3% | Reduced |
| Barclays PLC | 7,558 | $919.4K | 0.00% | −5,793−43.4% | Reduced |
| Legal & General Group Plc | 7,470 | $908.7K | 0.00% | −64−0.8% | Reduced |
| Jane Street Group, LLC | 7,343 | $893.2K | 0.00% | −3,786−34.0% | Reduced |
| Manufacturers Life Insurance Company, The | 7,112 | $865.1K | 0.00% | +1,009+16.5% | Added |
| Peterson Wealth Services | 6,937 | $843.8K | 0.31% | +4,182+151.8% | Added |
| Citigroup Inc | 6,789 | $825.8K | 0.00% | +5,455+408.9% | Added |
| Jump Financial, LLC | 6,500 | $790.7K | 0.02% | −3,121−32.4% | Reduced |
| Islay Capital Management, LLC | 6,078 | $739.3K | 0.55% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,960 | $724.0K | 0.02% | +5,960 | New |
| STRS Ohio | 5,900 | $717.0K | 0.00% | −1,600−21.3% | Reduced |
| Aviva PLC | 5,869 | $713.9K | 0.00% | +510+9.5% | Added |
| Ellsworth Advisors, LLC | 5,655 | $698.1K | 0.20% | +5,655 | New |
| Aldebaran Capital, LLC | 5,666 | $689.2K | 0.66% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 5,400 | $656.9K | 0.63% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,170 | $628.0K | 0.00% | −90−1.7% | Reduced |
| Exencial Wealth Advisors, LLC | 5,000 | $608.2K | 0.02% | −500−9.1% | Reduced |
| Globeflex Capital L P | 5,000 | $608.2K | 0.06% | +5,000 | New |
| Bourgeon Capital Management LLC | 4,918 | $598.2K | 0.12% | −500−9.2% | Reduced |
| Victory Capital Management Inc | 4,841 | $588.9K | 0.00% | +345+7.7% | Added |
| GWM Advisors LLC | 4,638 | $564.2K | 0.00% | −706−13.2% | Reduced |
| CI Private Wealth, LLC | 4,631 | $563.3K | 0.00% | −500−9.7% | Reduced |
| SEI Investments Co | 4,626 | $562.7K | 0.00% | −45−1.0% | Reduced |
| Deutsche Bank AG | 4,562 | $554.9K | 0.00% | +47+1.0% | Added |
| Andina Capital Management, LLC | 4,451 | $541.4K | 0.42% | +4,451 | New |
| Gsa Capital Partners LLP | 4,343 | $528.0K | 0.04% | +4,343 | New |
| O'Shaughnessy Asset Management, LLC | 4,285 | $521.2K | 0.01% | +1,005+30.6% | Added |
| Principal Financial Group Inc | 4,148 | $504.6K | 0.00% | +4,148 | New |
| Franklin Resources Inc | 4,130 | $502.4K | 0.00% | −106−2.5% | Reduced |
| Truvestments Capital LLC | 4,099 | $498.6K | 0.19% | +4,099 | New |
| State of Wisconsin Investment Board | 4,038 | $491.2K | 0.00% | −7,327−64.5% | Reduced |