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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 39,345 | $7.85M | 0.01% | −3,157−7.4% | Reduced |
| Portolan Capital Management, LLC | 39,391 | $7.86M | 0.57% | −30,064−43.3% | Reduced |
| Stephens Inc | 39,604 | $7.91M | 0.11% | −29,087−42.3% | Reduced |
| First Trust Advisors LP | 40,108 | $8.01M | 0.01% | −3,859−8.8% | Reduced |
| Citadel Advisors LLC | 40,538 | $8.09M | 0.01% | +15,131+59.6% | Added |
| Susquehanna International Group, LLP | 41,363 | $8.26M | 0.01% | +10,030+32.0% | Added |
| JPMorgan Chase & Co | 41,482 | $8.28M | 0.00% | +1,027+2.5% | Added |
| JB Capital Partners LP | 41,845 | $8.35M | 1.60% | 00.0% | Unchanged |
| Apis Capital Advisors, LLC | 46,200 | $9.22M | 6.42% | +200+0.4% | Added |
| State of Wyoming | 50,044 | $9.99M | 1.43% | −14,574−22.6% | Reduced |
| Kennedy Capital Management, Inc. | 51,351 | $10.3M | 0.23% | −19,803−27.8% | Reduced |
| New York State Common Retirement Fund | 51,872 | $10.4M | 0.01% | −900−1.7% | Reduced |
| Thrivent Financial for Lutherans | 52,229 | $10.4M | 0.02% | +52,229 | New |
| Legato Capital Management LLC | 54,159 | $10.8M | 1.34% | 00.0% | Unchanged |
| F/M Investments LLC | 54,536 | $10.9M | 0.37% | +54,536 | New |
| American Century Companies Inc | 56,004 | $11.2M | 0.01% | +837+1.5% | Added |
| Capital International Investors | 63,289 | $12.6M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 76,739 | $15.3M | 0.00% | +1,158+1.5% | Added |
| Hennessy Advisors Inc | 77,300 | $15.4M | 0.49% | +8,700+12.7% | Added |
| Goldman Sachs Group Inc | 78,965 | $15.8M | 0.00% | −8,104−9.3% | Reduced |
| Northern Trust Corp | 83,719 | $16.7M | 0.00% | +734+0.9% | Added |
| Assenagon Asset Management S.A. | 84,779 | $16.9M | 0.03% | −4,551−5.1% | Reduced |
| Summit Partners Public Asset Management, LLC | 119,438 | $23.8M | 1.07% | +74,438+165.4% | Added |
| Morgan Stanley | 122,992 | $24.6M | 0.00% | +11,099+9.9% | Added |
| Ophir Asset Management Pty Ltd | 150,711 | $30.1M | 4.63% | +28,516+23.3% | Added |
| Invesco Ltd. | 157,350 | $31.4M | 0.01% | +146,123+1,301.5% | Added |
| Arrowstreet Capital, Limited Partnership | 164,961 | $32.9M | 0.03% | +7,994+5.1% | Added |
| Franklin Resources Inc | 155,426 | $35.4M | 0.01% | +68,750+79.3% | Added |
| Renaissance Technologies LLC | 178,732 | $35.7M | 0.05% | −7,800−4.2% | Reduced |
| Geode Capital Management, LLC | 209,146 | $41.8M | 0.00% | +623+0.3% | Added |
| State Street Corp | 209,943 | $41.9M | 0.00% | +6,492+3.2% | Added |
| AltraVue Capital, LLC | 268,569 | $53.6M | 4.82% | −1,120−0.4% | Reduced |
| Royce & Associates LP | 294,808 | $58.8M | 0.53% | +38,783+15.1% | Added |
| Vanguard Group Inc | 542,406 | $108.3M | 0.00% | −12,244−2.2% | Reduced |
| BlackRock, Inc. | 658,118 | $131.4M | 0.00% | +658,118 | New |
| Dimensional Fund Advisors LP | 678,955 | $135.5M | 0.03% | −42,134−5.8% | Reduced |
| FMR LLC | 1,476,238 | $294.7M | 0.02% | +65,145+4.6% | Added |
| Gendell Jeffrey L | 10,735,152 | $2.14B | 67.19% | −250,000−2.3% | Reduced |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −22,175−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −18,012−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −8,120−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,533−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −5,182−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,383−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,314−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −3,843−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,288−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −2,867−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,082−100.0% | Sold out |
| NDVR, Inc. | 0 | $0 | 0.00% | −1,999−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Edmonds Duncan Registered Investment Advisors, LLC | 0 | $0 | 0.00% | −1,552−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,538−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −1,502−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,220−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Coombe, Bender & Co LLC | – | – | – | – | Not filed |