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, Q2 2024
Institutional positions in IES Holdings, Inc. as of Jun 30, 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
- 197
- +41 vs. Q1 2024
- Shares held
- 18.4M
- +160.9K (+0.9%) vs. Q1 2024
- Total value
- $2.56B
- +$344.2M (+15.6%) vs. Q1 2024
- New holders
- 55
- 69 more added
- Sold out
- 14
- 59 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 1 | $139 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $140 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $418 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $418 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $418 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 6 | $836 | 0.00% | +6 | New |
| J.Safra Asset Management Corp | 7 | $975 | 0.00% | +7 | New |
| Parallel Advisors, LLC | 9 | $1.25K | 0.00% | +9 | New |
| Versant Capital Management, Inc | 11 | $1.53K | 0.00% | +11 | New |
| Bell Investment Advisors, Inc | 13 | $1.81K | 0.00% | +13 | New |
| Covestor Ltd | 11 | $2.00K | 0.00% | −3−21.4% | Reduced |
| Frazier Financial Advisors, LLC | 16 | $2.23K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 17 | $2.37K | 0.00% | +17 | New |
| Nisa Investment Advisors, LLC | 18 | $2.51K | 0.00% | +9+100.0% | Added |
| Anfield Capital Management, LLC | 19 | $2.65K | 0.00% | +11+137.5% | Added |
| Smartleaf Asset Management LLC | 46 | $6.32K | 0.00% | +46 | New |
| IFP Advisors, Inc | 50 | $6.97K | 0.00% | +50 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $13.9K | 0.00% | +100 | New |
| nVerses Capital, LLC | 100 | $13.9K | 0.01% | +100 | New |
| EverSource Wealth Advisors, LLC | 99 | $15.2K | 0.00% | +83+518.8% | Added |
| Comerica Bank | 125 | $17.4K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 130 | $18.1K | 0.00% | −478−78.6% | Reduced |
| GAMMA Investing LLC | 188 | $26.2K | 0.00% | +16+9.3% | Added |
| Federation des caisses Desjardins du Quebec | 200 | $27.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 263 | $37.0K | 0.00% | +263 | New |
| Federated Hermes, Inc. | 269 | $37.5K | 0.00% | +194+258.7% | Added |
| Mendota Financial Group, LLC | 280 | $39.0K | 0.02% | −1,548−84.7% | Reduced |
| Amalgamated Bank | 288 | $40.0K | 0.00% | +14+5.1% | Added |
| Allspring Global Investments Holdings, LLC | 291 | $40.5K | 0.00% | −1,503−83.8% | Reduced |
| Quest Partners LLC | 296 | $41.2K | 0.01% | +86+41.0% | Added |
| Contravisory Investment Management, Inc. | 341 | $47.5K | 0.01% | +341 | New |
| Sunbelt Securities, Inc. | 395 | $55.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 534 | $74.0K | 0.01% | +534 | New |
| Steward Partners Investment Advisory, LLC | 543 | $75.7K | 0.00% | −24−4.2% | Reduced |
| CWM, LLC | 582 | $81.0K | 0.00% | +417+252.7% | Added |
| New York State Teachers Retirement System | 717 | $100.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 741 | $103.2K | 0.00% | −68−8.4% | Reduced |
| Great West Life Assurance Co | 756 | $105.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 808 | $112.6K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,000 | $139.3K | 0.06% | −400−28.6% | Reduced |
| Quantbot Technologies LP | 1,220 | $170.0K | 0.01% | −657−35.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,223 | $170.4K | 0.00% | +1,223 | New |
| Royal Bank of Canada | 1,283 | $179.0K | 0.00% | +143+12.5% | Added |
| Gabelli Funds LLC | 1,500 | $209.0K | 0.00% | +1,500 | New |
| Pictet Asset Management Holding SA | 1,501 | $209.1K | 0.00% | +1,501 | New |
| Modera Wealth Management, LLC | 1,502 | $209.3K | 0.00% | −15,638−91.2% | Reduced |
| Eqis Capital Management, Inc. | 1,531 | $213.3K | 0.02% | +1,531 | New |
| EntryPoint Capital, LLC | 1,538 | $214.3K | 0.10% | +473+44.4% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,552 | $216.2K | 0.05% | +1,552 | New |
| Mariner, LLC | 1,683 | $234.5K | 0.00% | +1,683 | New |
| Exencial Wealth Advisors, LLC | 1,757 | $244.8K | 0.01% | −3,243−64.9% | Reduced |
| GWM Advisors LLC | 1,761 | $245.4K | 0.00% | −2,877−62.0% | Reduced |
| Scientech Research LLC | 1,780 | $248.0K | 0.05% | +1,780 | New |
| NDVR, Inc. | 1,999 | $278.5K | 0.29% | −141−6.6% | Reduced |
| 1st Source Bank | 2,000 | $278.7K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 2,047 | $285.0K | 0.01% | +1,478+259.8% | Added |
| Verition Fund Management LLC | 2,082 | $290.1K | 0.00% | −6,776−76.5% | Reduced |
| Prelude Capital Management, LLC | 2,156 | $300.4K | 0.03% | +2,156 | New |
| Wexford Capital LP | 2,250 | $313.5K | 0.08% | −100−4.3% | Reduced |
| State Board of Administration of Florida Retirement System | 2,320 | $323.2K | 0.00% | +2,320 | New |
| Diametric Capital, LP | 2,349 | $327.3K | 0.18% | +2,349 | New |
| Andina Capital Management, LLC | 2,400 | $334.4K | 0.25% | −2,051−46.1% | Reduced |
| Handelsbanken Fonder AB | 2,500 | $348.0K | 0.00% | +2,500 | New |
| Arizona State Retirement System | 2,546 | $354.7K | 0.00% | +324+14.6% | Added |
| Moran Wealth Management, LLC | 2,553 | $355.7K | 0.01% | +135+5.6% | Added |
| Gsa Capital Partners LLP | 2,572 | $358.0K | 0.03% | −1,771−40.8% | Reduced |
| Price T Rowe Associates Inc | 2,650 | $370.0K | 0.00% | +303+12.9% | Added |
| Voya Investment Management LLC | 2,799 | $390.0K | 0.00% | +20+0.7% | Added |
| Cynosure Management, LLC | 2,814 | $392.1K | 0.06% | −223−7.3% | Reduced |
| Aurora Investment Counsel | 2,867 | $399.5K | 0.23% | −18,377−86.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,910 | $405.4K | 0.00% | +2,910 | New |
| Barclays PLC | 2,969 | $413.7K | 0.00% | −4,589−60.7% | Reduced |
| Ritholtz Wealth Management | 3,140 | $437.5K | 0.01% | +324+11.5% | Added |
| Centiva Capital, LP | 3,288 | $458.1K | 0.02% | +3,288 | New |
| SEI Investments Co | 3,313 | $461.6K | 0.00% | −1,313−28.4% | Reduced |
| PDT Partners, LLC | 3,322 | $462.9K | 0.04% | +3,322 | New |
| Alps Advisors Inc | 3,361 | $468.3K | 0.00% | −20−0.6% | Reduced |
| Petra Financial Advisors Inc | 3,418 | $476.2K | 0.34% | +3,418 | New |
| Omers Administration Corp | 3,500 | $487.7K | 0.00% | +3,500 | New |
| Citigroup Inc | 3,657 | $509.5K | 0.00% | −3,132−46.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,693 | $514.5K | 0.01% | +3,020+448.7% | Added |
| PFG Advisors | 3,716 | $517.8K | 0.03% | +52+1.4% | Added |
| Gotham Asset Management, LLC | 3,843 | $535.4K | 0.01% | +3,843 | New |
| Acadian Asset Management LLC | 3,899 | $543.0K | 0.00% | −8,547−68.7% | Reduced |
| Deutsche Bank AG | 3,926 | $547.0K | 0.00% | −636−13.9% | Reduced |
| Wolverine Trading, LLC | 3,962 | $552.0K | 0.01% | +1,639+70.6% | Added |
| Globeflex Capital L P | 3,979 | $554.4K | 0.06% | −1,021−20.4% | Reduced |
| Engineers Gate Manager LP | 4,092 | $570.1K | 0.01% | +999+32.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,221 | $588.1K | 0.00% | +4,221 | New |
| Aviva PLC | 4,293 | $598.1K | 0.00% | −1,576−26.9% | Reduced |
| XTX Topco Ltd | 4,314 | $601.1K | 0.05% | +1,686+64.2% | Added |
| Seven Eight Capital, LP | 4,383 | $610.7K | 0.06% | +4,383 | New |
| Corebridge Financial, Inc. | 4,481 | $624.3K | 0.00% | +4,481 | New |
| O'Shaughnessy Asset Management, LLC | 4,530 | $631.2K | 0.01% | +245+5.7% | Added |
| Marshall Wace, LLP | 4,534 | $631.7K | 0.00% | +4,534 | New |
| LPL Financial LLC | 4,542 | $632.8K | 0.00% | +4,542 | New |
| CI Private Wealth, LLC | 4,632 | $645.4K | 0.00% | +10.0% | Added |
| Principal Financial Group Inc | 4,633 | $645.5K | 0.00% | +485+11.7% | Added |
| MetLife Investment Management | 4,813 | $670.6K | 0.00% | +862+21.8% | Added |