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, Q3 2024
Institutional positions in IES Holdings, Inc. as of Sep 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
- 238
- +43 vs. Q2 2024
- Shares held
- 18.4M
- +761.9K (+4.3%) vs. Q2 2024
- Total value
- $3.69B
- +$1.22B (+49.6%) vs. Q2 2024
- New holders
- 71
- 67 more added
- Sold out
- 28
- 71 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $200 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 1 | $200 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 1 | $200 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $400 | 0.00% | −1−33.3% | Reduced |
| True Wealth Design, LLC | 2 | $400 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $599 | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 3 | $599 | 0.00% | +3 | New |
| Concord Wealth Partners | 3 | $599 | 0.00% | +3 | New |
| Lindbrook Capital, LLC | 4 | $798 | 0.00% | +4 | New |
| Hemington Wealth Management | 8 | $1.00K | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 6 | $1.20K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 7 | $1.40K | 0.00% | +4+133.3% | Added |
| Sterling Capital Management LLC | 8 | $1.60K | 0.00% | +8 | New |
| Versant Capital Management, Inc | 11 | $2.20K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12 | $2.40K | 0.00% | −6−33.3% | Reduced |
| Parallel Advisors, LLC | 12 | $2.40K | 0.00% | +3+33.3% | Added |
| Signaturefd, LLC | 14 | $2.79K | 0.00% | +14 | New |
| Capital Performance Advisors LLP | 16 | $3.19K | 0.00% | +16 | New |
| Anfield Capital Management, LLC | 19 | $3.79K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $3.99K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 22 | $4.39K | 0.00% | +9+69.2% | Added |
| Altshuler Shaham Ltd | 23 | $4.59K | 0.00% | +23 | New |
| LRI Investments, LLC | 23 | $5.96K | 0.00% | +23 | New |
| Jackson, Grant Investment Advisers, Inc. | 30 | $5.99K | 0.00% | +30 | New |
| US Bancorp | 32 | $6.39K | 0.00% | +32 | New |
| Harbor Capital Advisors, Inc. | 35 | $7.00K | 0.00% | +35 | New |
| Smartleaf Asset Management LLC | 46 | $9.19K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 48 | $9.58K | 0.00% | +48 | New |
| IFP Advisors, Inc | 50 | $9.98K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $9.98K | 0.00% | +50 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 51 | $10.0K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 80 | $16.0K | 0.00% | +80 | New |
| J.Safra Asset Management Corp | 88 | $17.6K | 0.00% | +81+1,157.1% | Added |
| Tower Research Capital LLC (TRC) | 147 | $29.3K | 0.00% | −3,546−96.0% | Reduced |
| The PNC Financial Services Group, Inc. | 150 | $29.9K | 0.00% | +150 | New |
| Group One Trading, L.P. | 176 | $35.1K | 0.00% | +176 | New |
| University of Texas/Texas Am Investment Managment Co | 185 | $36.9K | 0.01% | +185 | New |
| Federation des caisses Desjardins du Quebec | 200 | $39.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 208 | $41.5K | 0.00% | −83−28.5% | Reduced |
| Gladius Capital Management LP | 220 | $43.9K | 0.03% | +220 | New |
| GAMMA Investing LLC | 223 | $44.5K | 0.00% | +35+18.6% | Added |
| KBC Group NV | 263 | $53.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 288 | $57.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 314 | $62.7K | 0.00% | +45+16.7% | Added |
| Contravisory Investment Management, Inc. | 341 | $68.1K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 350 | $69.9K | 0.00% | +225+180.0% | Added |
| Sunbelt Securities, Inc. | 395 | $78.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 452 | $90.2K | 0.01% | +353+356.6% | Added |
| Aster Capital Management (DIFC) Ltd | 470 | $93.8K | 0.02% | +470 | New |
| Steward Partners Investment Advisory, LLC | 500 | $99.8K | 0.00% | −43−7.9% | Reduced |
| CWM, LLC | 682 | $136.0K | 0.00% | +100+17.2% | Added |
| New York State Teachers Retirement System | 717 | $143.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 717 | $143.1K | 0.00% | +717 | New |
| Great West Life Assurance Co | 756 | $151.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 768 | $153.3K | 0.01% | +472+159.5% | Added |
| Ameritas Investment Partners, Inc. | 808 | $161.3K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,000 | $199.6K | 0.07% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 1,100 | $219.6K | 0.03% | +1,100 | New |
| Avantax Advisory Services, Inc. | 1,102 | $220.0K | 0.00% | +1,102 | New |
| Exencial Wealth Advisors, LLC | 1,107 | $221.0K | 0.01% | −650−37.0% | Reduced |
| Covestor Ltd | 1,143 | $228.0K | 0.14% | +1,132+10,290.9% | Added |
| Souders Financial Advisors | 1,209 | $241.3K | 0.03% | +1,209 | New |
| Summit Trail Advisors, LLC | 1,211 | $241.7K | 0.01% | +1,211 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,223 | $244.1K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,336 | $266.7K | 0.00% | +1,336 | New |
| Orion Portfolio Solutions, LLC | 1,336 | $266.7K | 0.00% | +1,336 | New |
| Insight Wealth Strategies, LLC | 1,338 | $267.1K | 0.04% | +1,338 | New |
| Eqis Capital Management, Inc. | 1,421 | $283.6K | 0.02% | −110−7.2% | Reduced |
| Belvedere Trading LLC | 1,465 | $292.4K | 0.02% | +1,465 | New |
| Royal Bank of Canada | 1,480 | $297.0K | 0.00% | +197+15.4% | Added |
| Nkcfo LLC | 1,500 | $299.0K | 0.14% | +1,500 | New |
| Insigneo Advisory Services, LLC | 1,500 | $299.4K | 0.03% | +1,500 | New |
| Pictet Asset Management Holding SA | 1,501 | $299.6K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,520 | $303.4K | 0.03% | −2,459−61.8% | Reduced |
| ProShare Advisors LLC | 1,555 | $310.4K | 0.00% | +1,555 | New |
| Acadian Asset Management LLC | 1,571 | $313.0K | 0.00% | −2,328−59.7% | Reduced |
| Envestnet Asset Management Inc | 1,644 | $328.2K | 0.00% | +1,644 | New |
| Creative Planning | 1,650 | $329.4K | 0.00% | +1,650 | New |
| Toroso Investments, LLC | 1,664 | $332.2K | 0.00% | +1,664 | New |
| Arete Wealth Advisors, LLC | 1,697 | $335.0K | 0.03% | +1,697 | New |
| Mariner, LLC | 1,697 | $338.8K | 0.00% | +14+0.8% | Added |
| Natixis | 1,779 | $355.1K | 0.00% | +1,779 | New |
| GWM Advisors LLC | 1,806 | $360.5K | 0.00% | +45+2.6% | Added |
| Inceptionr LLC | 1,814 | $362.1K | 0.09% | +1,814 | New |
| Prelude Capital Management, LLC | 1,871 | $373.5K | 0.03% | −285−13.2% | Reduced |
| Ausbil Investment Management Ltd | 1,880 | $375.3K | 0.13% | +1,880 | New |
| Versor Investments LP | 1,893 | $377.9K | 0.06% | −4,807−71.7% | Reduced |
| Simplex Trading, LLC | 1,935 | $386.0K | 0.01% | +1,935 | New |
| 1st Source Bank | 2,000 | $399.2K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 2,028 | $404.8K | 0.01% | −8,457−80.7% | Reduced |
| Precision Wealth Strategies, LLC | 2,045 | $408.2K | 0.38% | +2,045 | New |
| Vestcor Inc | 2,047 | $409.0K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 2,103 | $419.8K | 0.06% | −711−25.3% | Reduced |
| City Center Advisors, LLC | 2,107 | $420.6K | 0.47% | +2,107 | New |
| Wexford Capital LP | 2,150 | $429.2K | 0.10% | −100−4.4% | Reduced |
| Cambria Investment Management, L.P. | 2,175 | $434.2K | 0.03% | +2,175 | New |
| Alps Advisors Inc | 2,221 | $443.4K | 0.00% | −1,140−33.9% | Reduced |
| State Board of Administration of Florida Retirement System | 2,320 | $463.1K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 2,397 | $478.5K | 0.09% | −5,952−71.3% | Reduced |
| Winton Group Ltd | 2,474 | $493.9K | 0.03% | +2,474 | New |