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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 4,845 | $675.1K | 0.27% | +746+18.2% | Added |
| STRS Ohio | 4,900 | $682.7K | 0.00% | −1,000−16.9% | Reduced |
| Bourgeon Capital Management LLC | 4,918 | $685.2K | 0.13% | 00.0% | Unchanged |
| Steamboat Capital Partners, LLC | 4,996 | $696.1K | 0.26% | +4,996 | New |
| Annex Advisory Services, LLC | 5,148 | $717.3K | 0.03% | +5,148 | New |
| Islay Capital Management, LLC | 5,182 | $722.0K | 0.52% | −896−14.7% | Reduced |
| Navellier & Associates Inc | 5,267 | $733.9K | 0.09% | +5,267 | New |
| Yorktown Management & Research Co Inc | 5,400 | $752.4K | 0.81% | 00.0% | Unchanged |
| Aldebaran Capital, LLC | 5,411 | $753.9K | 0.70% | −255−4.5% | Reduced |
| Ellsworth Advisors, LLC | 5,806 | $809.0K | 0.23% | +151+2.7% | Added |
| BNP Paribas Arbitrage, SA | 5,808 | $809.2K | 0.00% | −14,919−72.0% | Reduced |
| Convergence Investment Partners, LLC | 5,868 | $817.6K | 0.24% | +2,559+77.3% | Added |
| Nebula Research & Development LLC | 6,041 | $841.7K | 0.14% | +2,992+98.1% | Added |
| UBS Group AG | 6,072 | $846.0K | 0.00% | −4,724−43.8% | Reduced |
| Versor Investments LP | 6,700 | $933.5K | 0.17% | +6,700 | New |
| Manufacturers Life Insurance Company, The | 7,434 | $1.04M | 0.00% | +322+4.5% | Added |
| Peterson Wealth Services | 7,449 | $1.04M | 0.36% | +512+7.4% | Added |
| Dark Forest Capital Management LP | 7,470 | $1.04M | 0.19% | +3,555+90.8% | Added |
| D. E. Shaw & Co., Inc. | 7,533 | $1.05M | 0.00% | +7,533 | New |
| Legal & General Group Plc | 7,896 | $1.10M | 0.00% | +426+5.7% | Added |
| Bank of America Corp | 8,036 | $1.12M | 0.00% | −1,212−13.1% | Reduced |
| Trexquant Investment LP | 8,120 | $1.13M | 0.02% | +8,120 | New |
| Occudo Quantitative Strategies LP | 8,349 | $1.16M | 0.21% | +106+1.3% | Added |
| Cetera Investment Advisers | 8,690 | $1.21M | 0.00% | +190+2.2% | Added |
| California State Teachers Retirement System | 8,827 | $1.23M | 0.00% | +731+9.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,999 | $1.25M | 0.01% | −6,859−43.3% | Reduced |
| Martingale Asset Management L P | 9,501 | $1.32M | 0.03% | −803−7.8% | Reduced |
| Lazard Asset Management LLC | 9,511 | $1.32M | 0.00% | +4,341+84.0% | Added |
| Victory Capital Management Inc | 10,014 | $1.40M | 0.00% | +5,173+106.9% | Added |
| Boothbay Fund Management, LLC | 10,485 | $1.46M | 0.05% | +10,485 | New |
| Invesco Ltd. | 11,227 | $1.56M | 0.00% | −67,223−85.7% | Reduced |
| Rhumbline Advisers | 12,400 | $1.73M | 0.00% | +197+1.6% | Added |
| State of Wisconsin Investment Board | 12,575 | $1.75M | 0.00% | +8,537+211.4% | Added |
| Teacher Retirement System of Texas | 12,682 | $1.77M | 0.01% | −2,178−14.7% | Reduced |
| Russell Investments Group, Ltd. | 14,043 | $1.96M | 0.00% | +331+2.4% | Added |
| Options Solutions, LLC | 14,595 | $2.03M | 1.22% | −1,212−7.7% | Reduced |
| RBF Capital, LLC | 15,000 | $2.09M | 0.12% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 15,457 | $2.15M | 0.00% | +1,548+11.1% | Added |
| Two Sigma Advisers, LP | 15,800 | $2.20M | 0.00% | −9,900−38.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 15,998 | $2.23M | 0.15% | +15,998 | New |
| Swiss National Bank | 17,900 | $2.49M | 0.00% | +2,000+12.6% | Added |
| Jacobs Levy Equity Management, Inc | 18,012 | $2.51M | 0.01% | −4,600−20.3% | Reduced |
| Ameriprise Financial Inc | 20,493 | $2.86M | 0.00% | +3,474+20.4% | Added |
| EAM Investors, LLC | 20,877 | $2.91M | 0.47% | −8,297−28.4% | Reduced |
| Cubist Systematic Strategies, LLC | 22,175 | $3.09M | 0.05% | +6,568+42.1% | Added |
| SG Americas Securities, LLC | 23,885 | $3.33M | 0.02% | +23,885 | New |
| UBS Asset Management Americas Inc | 24,119 | $3.36M | 0.00% | +21,985+1,030.2% | Added |
| Citadel Advisors LLC | 25,407 | $3.54M | 0.00% | −34,910−57.9% | Reduced |
| AQR Capital Management LLC | 25,819 | $3.60M | 0.01% | −16,384−38.8% | Reduced |
| Nuveen Asset Management, LLC | 26,109 | $3.64M | 0.00% | +1,050+4.2% | Added |
| Jane Street Group, LLC | 26,671 | $3.72M | 0.00% | +19,328+263.2% | Added |
| Forge First Asset Management Inc. | 26,991 | $3.76M | 1.60% | +7,115+35.8% | Added |
| Janney Montgomery Scott LLC | 28,219 | $3.93M | 0.01% | +627+2.3% | Added |
| Janus Henderson Group PLC | 29,286 | $4.08M | 0.00% | +2,677+10.1% | Added |
| Millennium Management LLC | 30,446 | $4.24M | 0.00% | −6,056−16.6% | Reduced |
| Susquehanna International Group, LLP | 31,333 | $4.37M | 0.01% | +8,248+35.7% | Added |
| Algert Global LLC | 33,903 | $4.72M | 0.16% | +2,013+6.3% | Added |
| Alliancebernstein L.P. | 34,111 | $4.75M | 0.00% | −9,930−22.5% | Reduced |
| Bank of New York Mellon Corp | 38,215 | $5.32M | 0.00% | +3,178+9.1% | Added |
| G2 Investment Partners Management LLC | 38,599 | $5.38M | 1.40% | +38,599 | New |
| Two Sigma Investments, LP | 39,502 | $5.50M | 0.01% | +4,160+11.8% | Added |
| JPMorgan Chase & Co | 40,455 | $5.64M | 0.00% | −31,040−43.4% | Reduced |
| JB Capital Partners LP | 41,845 | $5.83M | 1.29% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 42,502 | $5.92M | 0.00% | +90+0.2% | Added |
| First Trust Advisors LP | 43,967 | $6.13M | 0.01% | −18,101−29.2% | Reduced |
| Summit Partners Public Asset Management, LLC | 45,000 | $6.27M | 0.29% | +45,000 | New |
| Apis Capital Advisors, LLC | 46,000 | $6.41M | 4.73% | +46,000 | New |
| Qube Research & Technologies Ltd | 51,450 | $7.17M | 0.01% | +20,247+64.9% | Added |
| New York State Common Retirement Fund | 52,772 | $7.35M | 0.01% | −20,772−28.2% | Reduced |
| Legato Capital Management LLC | 54,159 | $7.55M | 1.02% | −22,821−29.6% | Reduced |
| American Century Companies Inc | 55,167 | $7.69M | 0.00% | +20,240+57.9% | Added |
| Coombe, Bender & Co LLC | 55,184 | $7.69M | 4.53% | −893−1.6% | Reduced |
| Capital International Investors | 63,289 | $8.82M | 0.00% | +63,289 | New |
| State of Wyoming | 64,618 | $9.00M | 1.48% | −21,066−24.6% | Reduced |
| Hennessy Advisors Inc | 68,600 | $9.56M | 0.36% | +68,600 | New |
| Stephens Inc | 68,691 | $9.57M | 0.15% | +68,691 | New |
| Portolan Capital Management, LLC | 69,455 | $9.68M | 0.80% | +69,455 | New |
| Kennedy Capital Management, Inc. | 71,154 | $9.91M | 0.21% | −4,809−6.3% | Reduced |
| Charles Schwab Investment Management Inc | 75,581 | $10.5M | 0.00% | −7,111−8.6% | Reduced |
| Wells Fargo & Company | 78,961 | $11.0M | 0.00% | +5,361+7.3% | Added |
| Northern Trust Corp | 82,985 | $11.6M | 0.00% | −1,700−2.0% | Reduced |
| Franklin Resources Inc | 86,676 | $12.1M | 0.00% | +82,546+1,998.7% | Added |
| Goldman Sachs Group Inc | 87,069 | $12.1M | 0.00% | +19,357+28.6% | Added |
| Assenagon Asset Management S.A. | 89,330 | $12.4M | 0.03% | +9,942+12.5% | Added |
| Morgan Stanley | 111,893 | $15.6M | 0.00% | −136,664−55.0% | Reduced |
| Ophir Asset Management Pty Ltd | 122,195 | $17.0M | 3.02% | +64,831+113.0% | Added |
| Arrowstreet Capital, Limited Partnership | 156,967 | $21.9M | 0.02% | +79,759+103.3% | Added |
| Renaissance Technologies LLC | 186,532 | $26.0M | 0.04% | +5,100+2.8% | Added |
| State Street Corp | 203,451 | $28.3M | 0.00% | +8,637+4.4% | Added |
| Geode Capital Management, LLC | 208,523 | $29.1M | 0.00% | +20,312+10.8% | Added |
| Royce & Associates LP | 256,025 | $35.7M | 0.33% | −57,547−18.4% | Reduced |
| AltraVue Capital, LLC | 269,689 | $37.6M | 3.73% | −118,207−30.5% | Reduced |
| Vanguard Group Inc | 554,650 | $77.3M | 0.00% | +75,335+15.7% | Added |
| BlackRock Inc. | 614,000 | $85.5M | 0.00% | −846−0.1% | Reduced |
| Dimensional Fund Advisors LP | 721,089 | $100.5M | 0.03% | −6,268−0.9% | Reduced |
| FMR LLC | 1,411,093 | $196.6M | 0.01% | +101,713+7.8% | Added |
| Gendell Jeffrey L | 10,985,152 | $1.53B | 53.57% | −225,000−2.0% | Reduced |
| Breach Inlet Capital Management, LLC | 0 | $0 | 0.00% | −31,899−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −16,209−100.0% | Sold out |
| First Sabrepoint Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |