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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 4,038 | $491.2K | 0.00% | −35−0.9% | Reduced |
| MetLife Investment Management | 3,951 | $480.6K | 0.00% | −403−9.3% | Reduced |
| Dark Forest Capital Management LP | 3,915 | $476.2K | 0.08% | −230−5.5% | Reduced |
| PFG Advisors | 3,664 | $445.7K | 0.03% | +3,664 | New |
| Alps Advisors Inc | 3,381 | $411.3K | 0.00% | −1,123−24.9% | Reduced |
| Convergence Investment Partners, LLC | 3,309 | $403.0K | 0.15% | +3,309 | New |
| Engineers Gate Manager LP | 3,093 | $376.2K | 0.01% | −2,280−42.4% | Reduced |
| New York Life Investment Management LLC | 3,050 | $371.0K | 0.00% | −4,997−62.1% | Reduced |
| Nebula Research & Development LLC | 3,049 | $370.9K | 0.08% | +3,049 | New |
| Cynosure Management, LLC | 3,037 | $369.4K | 0.07% | +3,037 | New |
| Ritholtz Wealth Management | 2,816 | $342.5K | 0.01% | +2,816 | New |
| Voya Investment Management LLC | 2,779 | $338.0K | 0.00% | −706−20.3% | Reduced |
| XTX Topco Ltd | 2,628 | $319.7K | 0.04% | +2,628 | New |
| Denali Advisors LLC | 2,600 | $316.3K | 0.09% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 2,418 | $294.1K | 0.01% | +2,418 | New |
| Price T Rowe Associates Inc | 2,347 | $286.0K | 0.00% | +2,347 | New |
| Wexford Capital LP | 2,350 | $285.9K | 0.06% | −450−16.1% | Reduced |
| Wolverine Trading, LLC | 2,323 | $282.6K | 0.00% | +2,323 | New |
| Arizona State Retirement System | 2,222 | $270.3K | 0.00% | +2,222 | New |
| Kingsview Wealth Management, LLC | 2,168 | $263.7K | 0.01% | +2,168 | New |
| NDVR, Inc. | 2,140 | $260.3K | 0.25% | +2,140 | New |
| UBS Asset Management Americas Inc | 2,134 | $259.6K | 0.00% | +2,134 | New |
| 1st Source Bank | 2,000 | $243.3K | 0.01% | +2,000 | New |
| Quantbot Technologies LP | 1,877 | $228.3K | 0.01% | −2,096−52.8% | Reduced |
| Mendota Financial Group, LLC | 1,828 | $222.4K | 0.13% | +1,828 | New |
| Allspring Global Investments Holdings, LLC | 1,794 | $218.2K | 0.00% | +1,763+5,687.1% | Added |
| Armistice Capital, LLC | 1,703 | $207.2K | 0.01% | +1,703 | New |
| Susquehanna Portfolio Strategies, LLC | 1,700 | $206.8K | 0.00% | +1,700 | New |
| Carmichael Hill & Associates, Inc. | 1,400 | $170.3K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,140 | $139.0K | 0.00% | −1,153−50.3% | Reduced |
| EntryPoint Capital, LLC | 1,065 | $129.5K | 0.12% | +729+217.0% | Added |
| Advisor Group Holdings, Inc. | 809 | $98.4K | 0.00% | +138+20.6% | Added |
| Ameritas Investment Partners, Inc. | 808 | $98.3K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 756 | $92.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 717 | $87.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 673 | $81.9K | 0.00% | −1,695−71.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 608 | $74.0K | 0.02% | +608 | New |
| Vestcor Inc | 569 | $69.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 567 | $69.0K | 0.00% | +500+746.3% | Added |
| Metropolitan Life Insurance Co | 451 | $54.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 395 | $48.0K | 0.01% | +395 | New |
| Amalgamated Bank | 274 | $33.0K | 0.00% | −910−76.9% | Reduced |
| Quest Partners LLC | 210 | $25.5K | 0.00% | −1,485−87.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 200 | $24.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 172 | $20.9K | 0.00% | +7+4.2% | Added |
| CWM, LLC | 165 | $20.0K | 0.00% | +164+16,400.0% | Added |
| Comerica Bank | 125 | $15.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 80 | $9.73K | 0.00% | +80 | New |
| Federated Hermes, Inc. | 75 | $9.12K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 51 | $6.00K | 0.00% | +51 | New |
| EverSource Wealth Advisors, LLC | 16 | $2.16K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $2.00K | 0.00% | +11+366.7% | Added |
| Frazier Financial Advisors, LLC | 16 | $1.95K | 0.00% | +16 | New |
| Nisa Investment Advisors, LLC | 9 | $1.09K | 0.00% | +9 | New |
| Anfield Capital Management, LLC | 8 | $973 | 0.00% | +8 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $851 | 0.00% | +7 | New |
| TFC Financial Management | 1 | $122 | 0.00% | +1 | New |
| 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 |