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