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 |
|---|---|---|---|---|---|
| First Sabrepoint Capital Management LP | 15,000 | $1.82M | 0.81% | +15,000 | New |
| Cubist Systematic Strategies, LLC | 15,607 | $1.90M | 0.02% | +5,894+60.7% | Added |
| Options Solutions, LLC | 15,807 | $1.92M | 1.10% | +15,807 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 15,858 | $1.93M | 0.01% | +2,931+22.7% | Added |
| Swiss National Bank | 15,900 | $1.93M | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 16,209 | $1.97M | 0.00% | +16,209 | New |
| Ameriprise Financial Inc | 17,019 | $2.07M | 0.00% | −118−0.7% | Reduced |
| Modera Wealth Management, LLC | 17,140 | $2.08M | 0.03% | 00.0% | Unchanged |
| Credit Suisse AG | 19,201 | $2.34M | 0.00% | −607−3.1% | Reduced |
| Forge First Asset Management Inc. | 19,876 | $2.42M | 0.76% | +19,876 | New |
| BNP Paribas Arbitrage, SA | 20,727 | $2.52M | 0.00% | +4,913+31.1% | Added |
| Aurora Investment Counsel | 21,244 | $2.58M | 1.48% | +21,244 | New |
| Jacobs Levy Equity Management, Inc | 22,612 | $2.75M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 23,085 | $2.81M | 0.00% | +3,621+18.6% | Added |
| Nuveen Asset Management, LLC | 25,059 | $3.05M | 0.00% | −1,093−4.2% | Reduced |
| Two Sigma Advisers, LP | 25,700 | $3.13M | 0.01% | −700−2.7% | Reduced |
| Janus Henderson Group PLC | 26,609 | $3.24M | 0.00% | +5,720+27.4% | Added |
| Janney Montgomery Scott LLC | 27,592 | $3.36M | 0.01% | +1,164+4.4% | Added |
| EAM Investors, LLC | 29,174 | $3.55M | 0.56% | −3,130−9.7% | Reduced |
| Qube Research & Technologies Ltd | 31,203 | $3.80M | 0.01% | +8,984+40.4% | Added |
| Algert Global LLC | 31,890 | $3.88M | 0.15% | +27,050+558.9% | Added |
| Breach Inlet Capital Management, LLC | 31,899 | $3.88M | 3.47% | −97,345−75.3% | Reduced |
| American Century Companies Inc | 34,927 | $4.25M | 0.00% | +24,704+241.7% | Added |
| Bank of New York Mellon Corp | 35,037 | $4.26M | 0.00% | −3,708−9.6% | Reduced |
| Two Sigma Investments, LP | 35,342 | $4.30M | 0.01% | −5,735−14.0% | Reduced |
| Millennium Management LLC | 36,502 | $4.44M | 0.00% | −39,586−52.0% | Reduced |
| JB Capital Partners LP | 41,845 | $5.09M | 0.96% | 00.0% | Unchanged |
| AQR Capital Management LLC | 42,203 | $5.13M | 0.01% | +15,918+60.6% | Added |
| Neuberger Berman Group LLC | 42,412 | $5.16M | 0.00% | −243−0.6% | Reduced |
| Alliancebernstein L.P. | 44,041 | $5.36M | 0.00% | +170+0.4% | Added |
| Coombe, Bender & Co LLC | 56,077 | $6.82M | 4.15% | −6,570−10.5% | Reduced |
| Ophir Asset Management Pty Ltd | 57,364 | $6.98M | 1.22% | +57,364 | New |
| Citadel Advisors LLC | 60,317 | $7.34M | 0.01% | +33,491+124.8% | Added |
| First Trust Advisors LP | 62,068 | $7.55M | 0.01% | +314+0.5% | Added |
| Goldman Sachs Group Inc | 67,712 | $8.24M | 0.00% | −4,064−5.7% | Reduced |
| JPMorgan Chase & Co | 71,495 | $8.70M | 0.00% | +23,463+48.8% | Added |
| New York State Common Retirement Fund | 73,544 | $8.95M | 0.01% | −16,905−18.7% | Reduced |
| Wells Fargo & Company | 73,600 | $8.95M | 0.00% | +1,477+2.0% | Added |
| Kennedy Capital Management, Inc. | 75,963 | $9.24M | 0.19% | +7,800+11.4% | Added |
| Legato Capital Management LLC | 76,980 | $9.36M | 1.13% | −18,260−19.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 77,208 | $9.39M | 0.01% | −716−0.9% | Reduced |
| Invesco Ltd. | 78,450 | $9.54M | 0.00% | −66,026−45.7% | Reduced |
| Assenagon Asset Management S.A. | 79,388 | $9.66M | 0.03% | +59,643+302.1% | Added |
| Charles Schwab Investment Management Inc | 82,692 | $10.1M | 0.00% | −4,551−5.2% | Reduced |
| Northern Trust Corp | 84,685 | $10.3M | 0.00% | −3,679−4.2% | Reduced |
| State of Wyoming | 85,684 | $10.4M | 1.74% | +1,023+1.2% | Added |
| Renaissance Technologies LLC | 181,432 | $22.1M | 0.03% | −21,800−10.7% | Reduced |
| Geode Capital Management, LLC | 188,211 | $22.9M | 0.00% | +6,920+3.8% | Added |
| State Street Corp | 194,814 | $23.7M | 0.00% | −5,467−2.7% | Reduced |
| Morgan Stanley | 248,557 | $30.2M | 0.00% | +102,055+69.7% | Added |
| Royce & Associates LP | 313,572 | $38.1M | 0.34% | −61,647−16.4% | Reduced |
| AltraVue Capital, LLC | 387,896 | $47.2M | 5.12% | −95,000−19.7% | Reduced |
| Vanguard Group Inc | 479,315 | $58.3M | 0.00% | +43,634+10.0% | Added |
| BlackRock Inc. | 614,846 | $74.8M | 0.00% | +1,359+0.2% | Added |
| Dimensional Fund Advisors LP | 727,357 | $88.5M | 0.02% | −1,475−0.2% | Reduced |
| FMR LLC | 1,309,380 | $159.3M | 0.01% | +178,757+15.8% | Added |
| Gendell Jeffrey L | 11,210,152 | $1.36B | 52.68% | −107,298−0.9% | Reduced |
| Advisory Research Inc | 0 | $0 | 0.00% | −25,117−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,537−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −11,472−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,237−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,052−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −5,454−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,223−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −4,667−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,388−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,879−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −3,733−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,270−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,624−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |