Skip to main content

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.

Q3 2024 vs. Q2 2024

How the institutions holding IES Holdings, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of IESC: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1972238+43
Shares18.4M669.2K18.4M+761.9K (+4.3%)
Value$2.56B$93.2M$3.69B+$1.22B (+49.6%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (71)

Institutions that held IES Holdings, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to IESC in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.658,118$131.4M0.00%
F/M Investments LLC54,536$10.9M0.37%
Thrivent Financial for Lutherans52,229$10.4M0.02%
BI Asset Management Fondsmaeglerselskab A/S19,803$3.95M0.07%
Polar Asset Management Partners Inc.17,300$3.45M0.08%
Vident Advisory, LLC16,934$3.38M0.09%
Asset Management One Co.,Ltd.15,610$3.12M0.01%
PEAK6 Investments LLC15,321$3.06M0.15%
Squarepoint Ops LLC10,928$2.18M0.01%
Jump Financial, LLC7,712$1.54M0.03%
Truist Financial Corp7,307$1.46M0.00%
HRT Financial LP7,008$1.40M0.01%
Boston Partners5,655$1.13M0.00%
Credit Agricole S A5,607$1.12M0.01%
Cavalier Investments, LLC5,472$1.09M0.34%
Colonial River Wealth Management, LLC3,794$757.4K0.38%
Axxcess Wealth Management, LLC3,782$755.0K0.02%
Balyasny Asset Management LLC3,458$690.3K0.00%
Harvest Investment Services, LLC3,333$665.3K0.21%
Stifel Financial Corp3,162$631.2K0.00%
Intech Investment Management LLC3,048$608.4K0.01%
Optimum Investment Advisors3,000$598.9K0.26%
HSBC Holdings PLC2,766$551.2K0.00%
Winton Group Ltd2,474$493.9K0.03%
Cambria Investment Management, L.P.2,175$434.2K0.03%
City Center Advisors, LLC2,107$420.6K0.47%
Precision Wealth Strategies, LLC2,045$408.2K0.38%
Simplex Trading, LLC1,935$386.0K0.01%
Ausbil Investment Management Ltd1,880$375.3K0.13%
Inceptionr LLC1,814$362.1K0.09%
Natixis1,779$355.1K0.00%
Arete Wealth Advisors, LLC1,697$335.0K0.03%
Toroso Investments, LLC1,664$332.2K0.00%
Creative Planning1,650$329.4K0.00%
Envestnet Asset Management Inc1,644$328.2K0.00%
ProShare Advisors LLC1,555$310.4K0.00%
Insigneo Advisory Services, LLC1,500$299.4K0.03%
Nkcfo LLC1,500$299.0K0.14%
Belvedere Trading LLC1,465$292.4K0.02%
Insight Wealth Strategies, LLC1,338$267.1K0.04%
Brinker Capital Investments, LLC1,336$266.7K0.00%
Orion Portfolio Solutions, LLC1,336$266.7K0.00%
Summit Trail Advisors, LLC1,211$241.7K0.01%
Souders Financial Advisors1,209$241.3K0.03%
Avantax Advisory Services, Inc.1,102$220.0K0.00%
BlueSky Wealth Advisors, LLC1,100$219.6K0.03%
Walleye Trading LLC717$143.1K0.00%
Aster Capital Management (DIFC) Ltd470$93.8K0.02%
Gladius Capital Management LP220$43.9K0.03%
University of Texas/Texas Am Investment Managment Co185$36.9K0.01%
Group One Trading, L.P.176$35.1K0.00%
The PNC Financial Services Group, Inc.150$29.9K0.00%
Matrix Trust Co80$16.0K0.00%
Prestige Wealth Management Group LLC50$9.98K0.00%
Larson Financial Group LLC48$9.58K0.00%
Harbor Capital Advisors, Inc.35$7.00K0.00%
US Bancorp32$6.39K0.00%
Jackson, Grant Investment Advisers, Inc.30$5.99K0.00%
LRI Investments, LLC23$5.96K0.00%
Altshuler Shaham Ltd23$4.59K0.00%
Hollencrest Capital Management20$3.99K0.00%
Capital Performance Advisors LLP16$3.19K0.00%
Signaturefd, LLC14$2.79K0.00%
Sterling Capital Management LLC8$1.60K0.00%
Hemington Wealth Management8$1.00K0.00%
Lindbrook Capital, LLC4$7980.00%
Skandinaviska Enskilda Banken AB (publ)3$5990.00%
Concord Wealth Partners3$5990.00%
True Wealth Design, LLC2$4000.00%
Claris Advisors, LLC1$2000.00%
Farther Finance Advisors, LLC1$2000.00%

Sold out (28)

Institutions that held IES Holdings, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Not filed for Q3 2024 yet (2)

Institutions that held IES Holdings, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IESC in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.614,000$85.5M
Coombe, Bender & Co LLC55,184$7.69M