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 |
|---|---|---|---|---|---|
| Andina Capital Management, LLC | 2,496 | $498.3K | 0.38% | +96+4.0% | Added |
| Engineers Gate Manager LP | 2,585 | $516.0K | 0.01% | −1,507−36.8% | Reduced |
| Arizona State Retirement System | 2,623 | $523.6K | 0.00% | +77+3.0% | Added |
| Diametric Capital, LP | 2,666 | $532.2K | 0.26% | +317+13.5% | Added |
| Voya Investment Management LLC | 2,683 | $535.6K | 0.00% | −116−4.1% | Reduced |
| Price T Rowe Associates Inc | 2,728 | $545.0K | 0.00% | +78+2.9% | Added |
| HSBC Holdings PLC | 2,766 | $551.2K | 0.00% | +2,766 | New |
| SEI Investments Co | 2,897 | $578.3K | 0.00% | −416−12.6% | Reduced |
| Optimum Investment Advisors | 3,000 | $598.9K | 0.26% | +3,000 | New |
| Navellier & Associates Inc | 3,037 | $606.2K | 0.08% | −2,230−42.3% | Reduced |
| Intech Investment Management LLC | 3,048 | $608.4K | 0.01% | +3,048 | New |
| Stifel Financial Corp | 3,162 | $631.2K | 0.00% | +3,162 | New |
| Handelsbanken Fonder AB | 3,200 | $639.0K | 0.00% | +700+28.0% | Added |
| Martingale Asset Management L P | 3,306 | $659.9K | 0.02% | −6,195−65.2% | Reduced |
| PDT Partners, LLC | 3,312 | $661.1K | 0.06% | −10−0.3% | Reduced |
| Harvest Investment Services, LLC | 3,333 | $665.3K | 0.21% | +3,333 | New |
| Ritholtz Wealth Management | 3,337 | $666.1K | 0.02% | +197+6.3% | Added |
| Moran Wealth Management, LLC | 3,340 | $666.7K | 0.02% | +787+30.8% | Added |
| Millennium Management LLC | 3,392 | $677.1K | 0.00% | −27,054−88.9% | Reduced |
| Balyasny Asset Management LLC | 3,458 | $690.3K | 0.00% | +3,458 | New |
| PFG Advisors | 3,699 | $738.4K | 0.05% | −17−0.5% | Reduced |
| Aviva PLC | 3,778 | $754.2K | 0.00% | −515−12.0% | Reduced |
| Axxcess Wealth Management, LLC | 3,782 | $755.0K | 0.02% | +3,782 | New |
| Colonial River Wealth Management, LLC | 3,794 | $757.4K | 0.38% | +3,794 | New |
| Petra Financial Advisors Inc | 3,899 | $778.3K | 0.51% | +481+14.1% | Added |
| STRS Ohio | 4,200 | $838.4K | 0.00% | −700−14.3% | Reduced |
| Advisor Group Holdings, Inc. | 4,241 | $846.4K | 0.00% | +3,500+472.3% | Added |
| Nebula Research & Development LLC | 4,302 | $858.8K | 0.10% | −1,739−28.8% | Reduced |
| Corebridge Financial, Inc. | 4,399 | $878.1K | 0.00% | −82−1.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,490 | $896.3K | 0.00% | +269+6.4% | Added |
| Forge First Asset Management Inc. | 4,496 | $897.5K | 0.49% | −22,495−83.3% | Reduced |
| Gsa Capital Partners LLP | 4,501 | $898.0K | 0.07% | +1,929+75.0% | Added |
| MetLife Investment Management | 4,813 | $960.8K | 0.01% | 00.0% | Unchanged |
| Steamboat Capital Partners, LLC | 4,890 | $976.1K | 0.31% | −106−2.1% | Reduced |
| Bourgeon Capital Management LLC | 4,918 | $981.7K | 0.19% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,341 | $989.9K | 0.01% | −189−4.2% | Reduced |
| Truvestments Capital LLC | 5,286 | $1.06M | 0.28% | +441+9.1% | Added |
| Aldebaran Capital, LLC | 5,411 | $1.08M | 0.99% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 5,472 | $1.09M | 0.34% | +5,472 | New |
| Convergence Investment Partners, LLC | 5,547 | $1.11M | 0.30% | −321−5.5% | Reduced |
| Credit Agricole S A | 5,607 | $1.12M | 0.01% | +5,607 | New |
| Boston Partners | 5,655 | $1.13M | 0.00% | +5,655 | New |
| Ellsworth Advisors, LLC | 5,789 | $1.16M | 0.30% | −17−0.3% | Reduced |
| SG Americas Securities, LLC | 5,789 | $1.16M | 0.00% | −18,096−75.8% | Reduced |
| Wolverine Trading, LLC | 6,216 | $1.24M | 0.03% | +2,254+56.9% | Added |
| Yorktown Management & Research Co Inc | 6,340 | $1.27M | 1.30% | +940+17.4% | Added |
| LPL Financial LLC | 6,748 | $1.35M | 0.00% | +2,206+48.6% | Added |
| HRT Financial LP | 7,008 | $1.40M | 0.01% | +7,008 | New |
| BNP Paribas Arbitrage, SA | 7,159 | $1.43M | 0.00% | +1,351+23.3% | Added |
| Principal Financial Group Inc | 7,269 | $1.45M | 0.00% | +2,636+56.9% | Added |
| Manufacturers Life Insurance Company, The | 7,298 | $1.46M | 0.00% | −136−1.8% | Reduced |
| Truist Financial Corp | 7,307 | $1.46M | 0.00% | +7,307 | New |
| Dark Forest Capital Management LP | 7,693 | $1.54M | 0.20% | +223+3.0% | Added |
| Jump Financial, LLC | 7,712 | $1.54M | 0.03% | +7,712 | New |
| Teacher Retirement System of Texas | 7,974 | $1.59M | 0.01% | −4,708−37.1% | Reduced |
| Peterson Wealth Services | 8,010 | $1.60M | 0.51% | +561+7.5% | Added |
| CI Private Wealth, LLC | 8,366 | $1.67M | 0.00% | +3,734+80.6% | Added |
| Citigroup Inc | 8,404 | $1.68M | 0.00% | +4,747+129.8% | Added |
| California State Teachers Retirement System | 8,551 | $1.71M | 0.00% | −276−3.1% | Reduced |
| Cetera Investment Advisers | 8,664 | $1.73M | 0.00% | −26−0.3% | Reduced |
| Victory Capital Management Inc | 8,822 | $1.76M | 0.00% | −1,192−11.9% | Reduced |
| G2 Investment Partners Management LLC | 9,953 | $1.99M | 0.56% | −28,646−74.2% | Reduced |
| Legal & General Group Plc | 10,000 | $2.00M | 0.00% | +2,104+26.6% | Added |
| Annex Advisory Services, LLC | 10,015 | $2.00M | 0.06% | +4,867+94.5% | Added |
| UBS Group AG | 10,288 | $2.05M | 0.00% | +4,216+69.4% | Added |
| Bank of America Corp | 10,425 | $2.08M | 0.00% | +2,389+29.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,556 | $2.11M | 0.01% | +1,557+17.3% | Added |
| Squarepoint Ops LLC | 10,928 | $2.18M | 0.01% | +10,928 | New |
| State of Wisconsin Investment Board | 11,616 | $2.32M | 0.01% | −959−7.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,824 | $2.36M | 0.00% | −3,633−23.5% | Reduced |
| Rhumbline Advisers | 12,126 | $2.42M | 0.00% | −274−2.2% | Reduced |
| Options Solutions, LLC | 12,196 | $2.43M | 1.17% | −2,399−16.4% | Reduced |
| Two Sigma Advisers, LP | 12,700 | $2.54M | 0.01% | −3,100−19.6% | Reduced |
| Wells Fargo & Company | 12,748 | $2.54M | 0.00% | −66,213−83.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 14,287 | $2.85M | 0.19% | −1,711−10.7% | Reduced |
| RBF Capital, LLC | 15,000 | $2.99M | 0.15% | 00.0% | Unchanged |
| Barclays PLC | 15,176 | $3.03M | 0.00% | +12,207+411.1% | Added |
| PEAK6 Investments LLC | 15,321 | $3.06M | 0.15% | +15,321 | New |
| Asset Management One Co.,Ltd. | 15,610 | $3.12M | 0.01% | +15,610 | New |
| Vident Advisory, LLC | 16,934 | $3.38M | 0.09% | +16,934 | New |
| Marshall Wace, LLP | 17,247 | $3.44M | 0.00% | +12,713+280.4% | Added |
| Polar Asset Management Partners Inc. | 17,300 | $3.45M | 0.08% | +17,300 | New |
| EAM Investors, LLC | 17,622 | $3.52M | 0.53% | −3,255−15.6% | Reduced |
| Swiss National Bank | 17,800 | $3.55M | 0.00% | −100−0.6% | Reduced |
| Lazard Asset Management LLC | 18,116 | $3.62M | 0.00% | +8,605+90.5% | Added |
| UBS Asset Management Americas Inc | 19,461 | $3.88M | 0.00% | −4,658−19.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 19,803 | $3.95M | 0.07% | +19,803 | New |
| Deutsche Bank AG | 21,814 | $4.35M | 0.00% | +17,888+455.6% | Added |
| Two Sigma Investments, LP | 22,379 | $4.47M | 0.01% | −17,123−43.3% | Reduced |
| Russell Investments Group, Ltd. | 22,604 | $4.51M | 0.01% | +8,561+61.0% | Added |
| Nuveen Asset Management, LLC | 25,824 | $5.15M | 0.00% | −285−1.1% | Reduced |
| Algert Global LLC | 27,318 | $5.45M | 0.15% | −6,585−19.4% | Reduced |
| AQR Capital Management LLC | 27,470 | $5.48M | 0.01% | +1,651+6.4% | Added |
| Janney Montgomery Scott LLC | 28,119 | $5.61M | 0.02% | −100−0.4% | Reduced |
| Jane Street Group, LLC | 29,539 | $5.90M | 0.01% | +2,868+10.8% | Added |
| Janus Henderson Group PLC | 29,973 | $5.98M | 0.00% | +687+2.3% | Added |
| Bank of New York Mellon Corp | 30,753 | $6.14M | 0.00% | −7,462−19.5% | Reduced |
| Ameriprise Financial Inc | 32,234 | $6.43M | 0.00% | +11,741+57.3% | Added |
| Qube Research & Technologies Ltd | 33,164 | $6.62M | 0.01% | −18,286−35.5% | Reduced |
| Alliancebernstein L.P. | 33,672 | $6.72M | 0.00% | −439−1.3% | Reduced |