IES Holdings, Inc.

IESC

Exchange: Nasdaq
Industry: Electrical Work
SEC CIK: 0001048268

SEC filings (opens in a new tab)

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.

Q1 2024 vs. Q4 2023

How the institutions holding IES Holdings, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of IESC: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Q1 2024	Change
Holders	133	157	+24
Shares	18.1M	18.2M	+126.3K (+0.7%)
Value	$1.43B	$2.22B	+$782.5M (+54.6%)

New holders (41)

Institutions that held IES Holdings, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to IESC in Q1 2024
Institution	Shares	Value	% of portfolio
Ophir Asset Management Pty Ltd	57,364	$6.98M	1.22%
Aurora Investment Counsel	21,244	$2.58M	1.48%
Forge First Asset Management Inc.	19,876	$2.42M	0.76%
HSBC Holdings PLC	16,209	$1.97M	0.00%
Options Solutions, LLC	15,807	$1.92M	1.10%
First Sabrepoint Capital Management LP	15,000	$1.82M	0.81%
Raymond James Financial Services Advisors, Inc.	13,909	$1.69M	0.00%
Cetera Investment Advisers	8,500	$1.03M	0.00%
Simplex Trading, LLC	5,960	$724.0K	0.02%
Ellsworth Advisors, LLC	5,655	$698.1K	0.20%
Globeflex Capital L P	5,000	$608.2K	0.06%
Andina Capital Management, LLC	4,451	$541.4K	0.42%
Gsa Capital Partners LLP	4,343	$528.0K	0.04%
Principal Financial Group Inc	4,148	$504.6K	0.00%
Truvestments Capital LLC	4,099	$498.6K	0.19%
PFG Advisors	3,664	$445.7K	0.03%
Convergence Investment Partners, LLC	3,309	$403.0K	0.15%
Nebula Research & Development LLC	3,049	$370.9K	0.08%
Cynosure Management, LLC	3,037	$369.4K	0.07%
Ritholtz Wealth Management	2,816	$342.5K	0.01%
XTX Topco Ltd	2,628	$319.7K	0.04%
Moran Wealth Management, LLC	2,418	$294.1K	0.01%
Price T Rowe Associates Inc	2,347	$286.0K	0.00%
Wolverine Trading, LLC	2,323	$282.6K	0.00%
Arizona State Retirement System	2,222	$270.3K	0.00%
Kingsview Wealth Management, LLC	2,168	$263.7K	0.01%
NDVR, Inc.	2,140	$260.3K	0.25%
UBS Asset Management Americas Inc	2,134	$259.6K	0.00%
1st Source Bank	2,000	$243.3K	0.01%
Mendota Financial Group, LLC	1,828	$222.4K	0.13%
Armistice Capital, LLC	1,703	$207.2K	0.01%
Susquehanna Portfolio Strategies, LLC	1,700	$206.8K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	608	$74.0K	0.02%
Sunbelt Securities, Inc.	395	$48.0K	0.01%
Spire Wealth Management	80	$9.73K	0.00%
Farmers & Merchants Trust Co of Chambersburg PA	51	$6.00K	0.00%
Frazier Financial Advisors, LLC	16	$1.95K	0.00%
Nisa Investment Advisors, LLC	9	$1.09K	0.00%
Anfield Capital Management, LLC	8	$973	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	7	$851	0.00%
TFC Financial Management	1	$122	0.00%

Sold out (17)

Institutions that held IES Holdings, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of IESC in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Advisory Research Inc	25,117	$1.99M
Quadrature Capital Ltd	16,537	$1.31M
D. E. Shaw & Co., Inc.	11,472	$908.8K
Trexquant Investment LP	9,237	$731.8K
Cetera Advisor Networks LLC	8,500	$673.4K
Dynamic Technology Lab Private Ltd	8,052	$638.0K
Balyasny Asset Management LLC	5,454	$432.1K
Marshall Wace, LLP	5,223	$413.8K
Exchange Traded Concepts, LLC	4,667	$369.7K
HRT Financial LP	4,388	$347.0K
Centiva Capital, LP	3,879	$307.3K
Walleye Capital LLC	3,733	$295.7K
Virtu Financial LLC	3,270	$259.0K
Aquatic Capital Management LLC	2,800	$222.0K
SG Americas Securities, LLC	2,624	$208.0K
Point72 Asset Management, L.P.	300	$23.8K
Newbridge Financial Services Group, Inc.	45	$3.56K