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
- 18.2M
- +126.3K (+0.7%) vs. Q4 2023
- Total value
- $2.22B
- +$782.5M (+54.6%) 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 | $9.13B |
| 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, 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 |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $122 | 0.00% | +1 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $851 | 0.00% | +7 | New |
| Anfield Capital Management, LLC | 8 | $973 | 0.00% | +8 | New |
| Nisa Investment Advisors, LLC | 9 | $1.09K | 0.00% | +9 | New |
| Frazier Financial Advisors, LLC | 16 | $1.95K | 0.00% | +16 | New |
| Covestor Ltd | 14 | $2.00K | 0.00% | +11+366.7% | Added |
| EverSource Wealth Advisors, LLC | 16 | $2.16K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 51 | $6.00K | 0.00% | +51 | New |
| Federated Hermes, Inc. | 75 | $9.12K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 80 | $9.73K | 0.00% | +80 | New |
| Comerica Bank | 125 | $15.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 165 | $20.0K | 0.00% | +164+16,400.0% | Added |
| GAMMA Investing LLC | 172 | $20.9K | 0.00% | +7+4.2% | Added |
| Federation des caisses Desjardins du Quebec | 200 | $24.3K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 210 | $25.5K | 0.00% | −1,485−87.6% | Reduced |
| Amalgamated Bank | 274 | $33.0K | 0.00% | −910−76.9% | Reduced |
| Sunbelt Securities, Inc. | 395 | $48.0K | 0.01% | +395 | New |
| Metropolitan Life Insurance Co | 451 | $54.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 567 | $69.0K | 0.00% | +500+746.3% | Added |
| Vestcor Inc | 569 | $69.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 608 | $74.0K | 0.02% | +608 | New |
| Tower Research Capital LLC (TRC) | 673 | $81.9K | 0.00% | −1,695−71.6% | Reduced |
| New York State Teachers Retirement System | 717 | $87.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 756 | $92.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 808 | $98.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 809 | $98.4K | 0.00% | +138+20.6% | Added |
| EntryPoint Capital, LLC | 1,065 | $129.5K | 0.12% | +729+217.0% | Added |
| Royal Bank of Canada | 1,140 | $139.0K | 0.00% | −1,153−50.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,400 | $170.3K | 0.07% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 1,700 | $206.8K | 0.00% | +1,700 | New |
| Armistice Capital, LLC | 1,703 | $207.2K | 0.01% | +1,703 | New |
| Allspring Global Investments Holdings, LLC | 1,794 | $218.2K | 0.00% | +1,763+5,687.1% | Added |
| Mendota Financial Group, LLC | 1,828 | $222.4K | 0.13% | +1,828 | New |
| Quantbot Technologies LP | 1,877 | $228.3K | 0.01% | −2,096−52.8% | Reduced |
| 1st Source Bank | 2,000 | $243.3K | 0.01% | +2,000 | New |
| UBS Asset Management Americas Inc | 2,134 | $259.6K | 0.00% | +2,134 | New |
| NDVR, Inc. | 2,140 | $260.3K | 0.25% | +2,140 | New |
| Kingsview Wealth Management, LLC | 2,168 | $263.7K | 0.01% | +2,168 | New |
| Arizona State Retirement System | 2,222 | $270.3K | 0.00% | +2,222 | New |
| Wolverine Trading, LLC | 2,323 | $282.6K | 0.00% | +2,323 | New |
| Wexford Capital LP | 2,350 | $285.9K | 0.06% | −450−16.1% | Reduced |
| Price T Rowe Associates Inc | 2,347 | $286.0K | 0.00% | +2,347 | New |
| Moran Wealth Management, LLC | 2,418 | $294.1K | 0.01% | +2,418 | New |
| Denali Advisors LLC | 2,600 | $316.3K | 0.09% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,628 | $319.7K | 0.04% | +2,628 | New |
| Voya Investment Management LLC | 2,779 | $338.0K | 0.00% | −706−20.3% | Reduced |
| Ritholtz Wealth Management | 2,816 | $342.5K | 0.01% | +2,816 | New |
| Cynosure Management, LLC | 3,037 | $369.4K | 0.07% | +3,037 | New |
| Nebula Research & Development LLC | 3,049 | $370.9K | 0.08% | +3,049 | New |
| New York Life Investment Management LLC | 3,050 | $371.0K | 0.00% | −4,997−62.1% | Reduced |
| Engineers Gate Manager LP | 3,093 | $376.2K | 0.01% | −2,280−42.4% | Reduced |
| Convergence Investment Partners, LLC | 3,309 | $403.0K | 0.15% | +3,309 | New |
| Alps Advisors Inc | 3,381 | $411.3K | 0.00% | −1,123−24.9% | Reduced |
| PFG Advisors | 3,664 | $445.7K | 0.03% | +3,664 | New |
| Dark Forest Capital Management LP | 3,915 | $476.2K | 0.08% | −230−5.5% | Reduced |
| MetLife Investment Management | 3,951 | $480.6K | 0.00% | −403−9.3% | Reduced |
| State of Wisconsin Investment Board | 4,038 | $491.2K | 0.00% | −7,327−64.5% | Reduced |
| American International Group, Inc. | 4,038 | $491.2K | 0.00% | −35−0.9% | Reduced |
| Truvestments Capital LLC | 4,099 | $498.6K | 0.19% | +4,099 | New |
| Franklin Resources Inc | 4,130 | $502.4K | 0.00% | −106−2.5% | Reduced |
| Principal Financial Group Inc | 4,148 | $504.6K | 0.00% | +4,148 | New |
| O'Shaughnessy Asset Management, LLC | 4,285 | $521.2K | 0.01% | +1,005+30.6% | Added |
| Gsa Capital Partners LLP | 4,343 | $528.0K | 0.04% | +4,343 | New |
| Andina Capital Management, LLC | 4,451 | $541.4K | 0.42% | +4,451 | New |
| Deutsche Bank AG | 4,562 | $554.9K | 0.00% | +47+1.0% | Added |
| SEI Investments Co | 4,626 | $562.7K | 0.00% | −45−1.0% | Reduced |
| CI Private Wealth, LLC | 4,631 | $563.3K | 0.00% | −500−9.7% | Reduced |
| GWM Advisors LLC | 4,638 | $564.2K | 0.00% | −706−13.2% | Reduced |
| Victory Capital Management Inc | 4,841 | $588.9K | 0.00% | +345+7.7% | Added |
| Bourgeon Capital Management LLC | 4,918 | $598.2K | 0.12% | −500−9.2% | 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 |
| Lazard Asset Management LLC | 5,170 | $628.0K | 0.00% | −90−1.7% | Reduced |
| Yorktown Management & Research Co Inc | 5,400 | $656.9K | 0.63% | 00.0% | Unchanged |
| Aldebaran Capital, LLC | 5,666 | $689.2K | 0.66% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 5,655 | $698.1K | 0.20% | +5,655 | New |
| Aviva PLC | 5,869 | $713.9K | 0.00% | +510+9.5% | Added |
| STRS Ohio | 5,900 | $717.0K | 0.00% | −1,600−21.3% | Reduced |
| Simplex Trading, LLC | 5,960 | $724.0K | 0.02% | +5,960 | New |
| Islay Capital Management, LLC | 6,078 | $739.3K | 0.55% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,500 | $790.7K | 0.02% | −3,121−32.4% | Reduced |
| Citigroup Inc | 6,789 | $825.8K | 0.00% | +5,455+408.9% | Added |
| Peterson Wealth Services | 6,937 | $843.8K | 0.31% | +4,182+151.8% | Added |
| Manufacturers Life Insurance Company, The | 7,112 | $865.1K | 0.00% | +1,009+16.5% | Added |
| Jane Street Group, LLC | 7,343 | $893.2K | 0.00% | −3,786−34.0% | Reduced |
| Legal & General Group Plc | 7,470 | $908.7K | 0.00% | −64−0.8% | Reduced |
| Barclays PLC | 7,558 | $919.4K | 0.00% | −5,793−43.4% | Reduced |
| California State Teachers Retirement System | 8,096 | $984.8K | 0.00% | −452−5.3% | Reduced |
| Occudo Quantitative Strategies LP | 8,243 | $1.00M | 0.18% | +3,492+73.5% | Added |
| Cetera Investment Advisers | 8,500 | $1.03M | 0.00% | +8,500 | New |
| Verition Fund Management LLC | 8,858 | $1.08M | 0.01% | +4,354+96.7% | Added |
| Bank of America Corp | 9,248 | $1.12M | 0.00% | −4,185−31.2% | Reduced |
| Martingale Asset Management L P | 10,304 | $1.25M | 0.03% | +7,503+267.9% | Added |
| UBS Group AG | 10,796 | $1.31M | 0.00% | −1,977−15.5% | Reduced |
| Rhumbline Advisers | 12,203 | $1.48M | 0.00% | +399+3.4% | Added |
| Acadian Asset Management LLC | 12,446 | $1.51M | 0.01% | +11,812+1,863.1% | Added |
| Russell Investments Group, Ltd. | 13,712 | $1.67M | 0.00% | +1,746+14.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,909 | $1.69M | 0.00% | +13,909 | New |
| Teacher Retirement System of Texas | 14,860 | $1.81M | 0.01% | +5,192+53.7% | Added |
| RBF Capital, LLC | 15,000 | $1.82M | 0.10% | 00.0% | Unchanged |