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 |
|---|---|---|---|---|---|
| Aldebaran Capital, LLC | 5,411 | $1.08M | 0.99% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5,286 | $1.06M | 0.28% | +441+9.1% | Added |
| O'Shaughnessy Asset Management, LLC | 4,341 | $989.9K | 0.01% | −189−4.2% | Reduced |
| Bourgeon Capital Management LLC | 4,918 | $981.7K | 0.19% | 00.0% | Unchanged |
| Steamboat Capital Partners, LLC | 4,890 | $976.1K | 0.31% | −106−2.1% | Reduced |
| MetLife Investment Management | 4,813 | $960.8K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,501 | $898.0K | 0.07% | +1,929+75.0% | Added |
| Forge First Asset Management Inc. | 4,496 | $897.5K | 0.49% | −22,495−83.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,490 | $896.3K | 0.00% | +269+6.4% | Added |
| Corebridge Financial, Inc. | 4,399 | $878.1K | 0.00% | −82−1.8% | Reduced |
| Nebula Research & Development LLC | 4,302 | $858.8K | 0.10% | −1,739−28.8% | Reduced |
| Advisor Group Holdings, Inc. | 4,241 | $846.4K | 0.00% | +3,500+472.3% | Added |
| STRS Ohio | 4,200 | $838.4K | 0.00% | −700−14.3% | Reduced |
| Petra Financial Advisors Inc | 3,899 | $778.3K | 0.51% | +481+14.1% | Added |
| Colonial River Wealth Management, LLC | 3,794 | $757.4K | 0.38% | +3,794 | New |
| Axxcess Wealth Management, LLC | 3,782 | $755.0K | 0.02% | +3,782 | New |
| Aviva PLC | 3,778 | $754.2K | 0.00% | −515−12.0% | Reduced |
| PFG Advisors | 3,699 | $738.4K | 0.05% | −17−0.5% | Reduced |
| Balyasny Asset Management LLC | 3,458 | $690.3K | 0.00% | +3,458 | New |
| Millennium Management LLC | 3,392 | $677.1K | 0.00% | −27,054−88.9% | Reduced |
| Moran Wealth Management, LLC | 3,340 | $666.7K | 0.02% | +787+30.8% | Added |
| Ritholtz Wealth Management | 3,337 | $666.1K | 0.02% | +197+6.3% | Added |
| Harvest Investment Services, LLC | 3,333 | $665.3K | 0.21% | +3,333 | New |
| PDT Partners, LLC | 3,312 | $661.1K | 0.06% | −10−0.3% | Reduced |
| Martingale Asset Management L P | 3,306 | $659.9K | 0.02% | −6,195−65.2% | Reduced |
| Handelsbanken Fonder AB | 3,200 | $639.0K | 0.00% | +700+28.0% | Added |
| Stifel Financial Corp | 3,162 | $631.2K | 0.00% | +3,162 | New |
| Intech Investment Management LLC | 3,048 | $608.4K | 0.01% | +3,048 | New |
| Navellier & Associates Inc | 3,037 | $606.2K | 0.08% | −2,230−42.3% | Reduced |
| Optimum Investment Advisors | 3,000 | $598.9K | 0.26% | +3,000 | New |
| SEI Investments Co | 2,897 | $578.3K | 0.00% | −416−12.6% | Reduced |
| HSBC Holdings PLC | 2,766 | $551.2K | 0.00% | +2,766 | New |
| Price T Rowe Associates Inc | 2,728 | $545.0K | 0.00% | +78+2.9% | Added |
| Voya Investment Management LLC | 2,683 | $535.6K | 0.00% | −116−4.1% | Reduced |
| Diametric Capital, LP | 2,666 | $532.2K | 0.26% | +317+13.5% | Added |
| Arizona State Retirement System | 2,623 | $523.6K | 0.00% | +77+3.0% | Added |
| Engineers Gate Manager LP | 2,585 | $516.0K | 0.01% | −1,507−36.8% | Reduced |
| Andina Capital Management, LLC | 2,496 | $498.3K | 0.38% | +96+4.0% | Added |
| Winton Group Ltd | 2,474 | $493.9K | 0.03% | +2,474 | New |
| Occudo Quantitative Strategies LP | 2,397 | $478.5K | 0.09% | −5,952−71.3% | Reduced |
| State Board of Administration of Florida Retirement System | 2,320 | $463.1K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,221 | $443.4K | 0.00% | −1,140−33.9% | Reduced |
| Cambria Investment Management, L.P. | 2,175 | $434.2K | 0.03% | +2,175 | New |
| Wexford Capital LP | 2,150 | $429.2K | 0.10% | −100−4.4% | Reduced |
| City Center Advisors, LLC | 2,107 | $420.6K | 0.47% | +2,107 | New |
| Cynosure Management, LLC | 2,103 | $419.8K | 0.06% | −711−25.3% | Reduced |
| Vestcor Inc | 2,047 | $409.0K | 0.01% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 2,045 | $408.2K | 0.38% | +2,045 | New |
| Boothbay Fund Management, LLC | 2,028 | $404.8K | 0.01% | −8,457−80.7% | Reduced |
| 1st Source Bank | 2,000 | $399.2K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,935 | $386.0K | 0.01% | +1,935 | New |
| Versor Investments LP | 1,893 | $377.9K | 0.06% | −4,807−71.7% | Reduced |
| Ausbil Investment Management Ltd | 1,880 | $375.3K | 0.13% | +1,880 | New |
| Prelude Capital Management, LLC | 1,871 | $373.5K | 0.03% | −285−13.2% | Reduced |
| Inceptionr LLC | 1,814 | $362.1K | 0.09% | +1,814 | New |
| GWM Advisors LLC | 1,806 | $360.5K | 0.00% | +45+2.6% | Added |
| Natixis | 1,779 | $355.1K | 0.00% | +1,779 | New |
| Mariner, LLC | 1,697 | $338.8K | 0.00% | +14+0.8% | Added |
| Arete Wealth Advisors, LLC | 1,697 | $335.0K | 0.03% | +1,697 | New |
| Toroso Investments, LLC | 1,664 | $332.2K | 0.00% | +1,664 | New |
| Creative Planning | 1,650 | $329.4K | 0.00% | +1,650 | New |
| Envestnet Asset Management Inc | 1,644 | $328.2K | 0.00% | +1,644 | New |
| Acadian Asset Management LLC | 1,571 | $313.0K | 0.00% | −2,328−59.7% | Reduced |
| ProShare Advisors LLC | 1,555 | $310.4K | 0.00% | +1,555 | New |
| Globeflex Capital L P | 1,520 | $303.4K | 0.03% | −2,459−61.8% | Reduced |
| Pictet Asset Management Holding SA | 1,501 | $299.6K | 0.00% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,500 | $299.4K | 0.03% | +1,500 | New |
| Nkcfo LLC | 1,500 | $299.0K | 0.14% | +1,500 | New |
| Royal Bank of Canada | 1,480 | $297.0K | 0.00% | +197+15.4% | Added |
| Belvedere Trading LLC | 1,465 | $292.4K | 0.02% | +1,465 | New |
| Eqis Capital Management, Inc. | 1,421 | $283.6K | 0.02% | −110−7.2% | Reduced |
| Insight Wealth Strategies, LLC | 1,338 | $267.1K | 0.04% | +1,338 | New |
| 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,223 | $244.1K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,211 | $241.7K | 0.01% | +1,211 | New |
| Souders Financial Advisors | 1,209 | $241.3K | 0.03% | +1,209 | New |
| Covestor Ltd | 1,143 | $228.0K | 0.14% | +1,132+10,290.9% | Added |
| Exencial Wealth Advisors, LLC | 1,107 | $221.0K | 0.01% | −650−37.0% | Reduced |
| Avantax Advisory Services, Inc. | 1,102 | $220.0K | 0.00% | +1,102 | New |
| BlueSky Wealth Advisors, LLC | 1,100 | $219.6K | 0.03% | +1,100 | New |
| Carmichael Hill & Associates, Inc. | 1,000 | $199.6K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 808 | $161.3K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 768 | $153.3K | 0.01% | +472+159.5% | Added |
| Great West Life Assurance Co | 756 | $151.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 717 | $143.1K | 0.00% | +717 | New |
| New York State Teachers Retirement System | 717 | $143.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 682 | $136.0K | 0.00% | +100+17.2% | Added |
| Steward Partners Investment Advisory, LLC | 500 | $99.8K | 0.00% | −43−7.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 470 | $93.8K | 0.02% | +470 | New |
| EverSource Wealth Advisors, LLC | 452 | $90.2K | 0.01% | +353+356.6% | Added |
| Sunbelt Securities, Inc. | 395 | $78.8K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 350 | $69.9K | 0.00% | +225+180.0% | Added |
| Contravisory Investment Management, Inc. | 341 | $68.1K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 314 | $62.7K | 0.00% | +45+16.7% | Added |
| Amalgamated Bank | 288 | $57.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 263 | $53.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 223 | $44.5K | 0.00% | +35+18.6% | Added |
| Gladius Capital Management LP | 220 | $43.9K | 0.03% | +220 | New |
| Allspring Global Investments Holdings, LLC | 208 | $41.5K | 0.00% | −83−28.5% | Reduced |