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, Q4 2024
Institutional positions in IES Holdings, Inc. as of Dec 31, 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
- 255
- +20 vs. Q3 2024
- Shares held
- 18.4M
- +22.8K (+0.1%) vs. Q3 2024
- Total value
- $3.71B
- +$24.9M (+0.7%) vs. Q3 2024
- New holders
- 50
- 90 more added
- Sold out
- 30
- 85 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $201 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1 | $201 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $201 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $201 | 0.00% | +1 | New |
| Concord Wealth Partners | 3 | $603 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $603 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $603 | 0.00% | +3 | New |
| True Wealth Design, LLC | 5 | $1.00K | 0.00% | +3+150.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.21K | 0.00% | +4+200.0% | Added |
| Lindbrook Capital, LLC | 7 | $1.41K | 0.00% | +3+75.0% | Added |
| Sterling Capital Management LLC | 8 | $1.61K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8 | $1.61K | 0.00% | +1+14.3% | Added |
| Global Retirement Partners, LLC | 9 | $1.81K | 0.00% | +9 | New |
| Hemington Wealth Management | 11 | $2.00K | 0.00% | +3+37.5% | Added |
| Versant Capital Management, Inc | 11 | $2.21K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 12 | $2.44K | 0.00% | +9+300.0% | Added |
| JFS Wealth Advisors, LLC | 13 | $2.61K | 0.00% | +7+116.7% | Added |
| Altshuler Shaham Ltd | 14 | $2.81K | 0.00% | −9−39.1% | Reduced |
| Quadrant Capital Group LLC | 14 | $2.81K | 0.00% | +14 | New |
| Bogart Wealth, LLC | 16 | $3.21K | 0.00% | +16 | New |
| Hollencrest Capital Management | 20 | $4.02K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 23 | $4.52K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 24 | $4.82K | 0.00% | +12+100.0% | Added |
| IFP Advisors, Inc | 25 | $5.02K | 0.00% | −25−50.0% | Reduced |
| Bell Investment Advisors, Inc | 26 | $5.22K | 0.00% | +4+18.2% | Added |
| Parallel Advisors, LLC | 26 | $5.22K | 0.00% | +14+116.7% | Added |
| Signaturefd, LLC | 29 | $5.83K | 0.00% | +15+107.1% | Added |
| US Bancorp | 32 | $6.43K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 39 | $8.00K | 0.00% | +4+11.4% | Added |
| Smartleaf Asset Management LLC | 46 | $9.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 51 | $10.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 60 | $12.1K | 0.00% | +60 | New |
| Ci Investments Inc. | 64 | $13.0K | 0.00% | +64 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 70 | $14.1K | 0.01% | +70 | New |
| Matrix Trust Co | 86 | $17.0K | 0.00% | +6+7.5% | Added |
| Larson Financial Group LLC | 95 | $19.1K | 0.00% | +47+97.9% | Added |
| Ronald Blue Trust, Inc. | 118 | $23.7K | 0.00% | +118 | New |
| J.Safra Asset Management Corp | 138 | $28.1K | 0.00% | +50+56.8% | Added |
| Smithfield Trust Co | 170 | $34.0K | 0.00% | +170 | New |
| University of Texas/Texas Am Investment Managment Co | 185 | $37.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $40.2K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 227 | $45.6K | 0.00% | −87−27.7% | Reduced |
| GAMMA Investing LLC | 235 | $47.2K | 0.00% | +12+5.4% | Added |
| National Bank of Canada | 271 | $54.5K | 0.00% | +271 | New |
| Amalgamated Bank | 288 | $58.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 336 | $67.5K | 0.01% | −5−1.5% | Reduced |
| Harbour Investments, Inc. | 355 | $71.3K | 0.00% | +355 | New |
| Quest Partners LLC | 368 | $74.0K | 0.01% | −400−52.1% | Reduced |
| Jones Financial Companies LLLP | 370 | $74.4K | 0.00% | +370 | New |
| Steward Partners Investment Advisory, LLC | 380 | $76.4K | 0.00% | −120−24.0% | Reduced |
| Sunbelt Securities, Inc. | 395 | $80.3K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 401 | $81.0K | 0.00% | +138+52.5% | Added |
| Comerica Bank | 507 | $101.8K | 0.00% | +157+44.9% | Added |
| City State Bank | 525 | $105.5K | 0.04% | +525 | New |
| EverSource Wealth Advisors, LLC | 551 | $110.7K | 0.01% | +99+21.9% | Added |
| Ausbil Investment Management Ltd | 578 | $130.4K | 0.08% | −1,302−69.3% | Reduced |
| New York State Teachers Retirement System | 717 | $144.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 837 | $168.0K | 0.11% | −306−26.8% | Reduced |
| Ameritas Investment Partners, Inc. | 861 | $173.0K | 0.01% | +53+6.6% | Added |
| CWM, LLC | 898 | $180.0K | 0.00% | +216+31.7% | Added |
| Walleye Capital LLC | 942 | $189.3K | 0.00% | +942 | New |
| Gabelli Funds LLC | 1,000 | $201.0K | 0.00% | +1,000 | New |
| Linscomb & Williams, Inc. | 1,000 | $201.0K | 0.01% | +1,000 | New |
| Callahan Advisors, LLC | 1,000 | $201.0K | 0.02% | +1,000 | New |
| Andina Capital Management, LLC | 1,016 | $204.2K | 0.17% | −1,480−59.3% | Reduced |
| Ieq Capital, LLC | 1,032 | $207.4K | 0.00% | +1,032 | New |
| Avantax Advisory Services, Inc. | 1,034 | $207.8K | 0.00% | −68−6.2% | Reduced |
| Highland Capital Management, LLC | 1,055 | $212.0K | 0.01% | +1,055 | New |
| MAI Capital Management | 1,070 | $215.0K | 0.00% | +1,070 | New |
| BlueSky Wealth Advisors, LLC | 1,100 | $221.1K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,120 | $225.0K | 0.00% | +1,120 | New |
| Souders Financial Advisors | 1,151 | $231.3K | 0.03% | −58−4.8% | Reduced |
| Benjamin Edwards Inc | 1,181 | $237.3K | 0.00% | +1,181 | New |
| Commonwealth Equity Services, LLC | 1,215 | $244.0K | 0.00% | +1,215 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,223 | $245.8K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 1,231 | $247.4K | 0.00% | −270−18.0% | Reduced |
| Summit Trail Advisors, LLC | 1,243 | $249.8K | 0.01% | +32+2.6% | Added |
| Insight Wealth Strategies, LLC | 1,338 | $268.9K | 0.04% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,349 | $271.1K | 0.04% | −754−35.9% | Reduced |
| Insigneo Advisory Services, LLC | 1,500 | $301.4K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 1,506 | $302.7K | 0.00% | −191−11.3% | Reduced |
| HighTower Advisors, LLC | 1,582 | $317.9K | 0.00% | +1,582 | New |
| BNP Paribas Arbitrage, SA | 1,587 | $318.9K | 0.00% | −5,572−77.8% | Reduced |
| City Center Advisors, LLC | 1,613 | $324.1K | 0.36% | −494−23.4% | Reduced |
| Kestra Private Wealth Services, LLC | 1,688 | $339.2K | 0.01% | +1,688 | New |
| Arete Wealth Advisors, LLC | 1,716 | $349.0K | 0.03% | +19+1.1% | Added |
| Great West Life Assurance Co | 1,754 | $352.0K | 0.00% | +998+132.0% | Added |
| Natixis | 1,779 | $357.5K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,796 | $360.9K | 0.00% | +1,796 | New |
| Point72 (DIFC) Ltd | 1,842 | $370.1K | 0.03% | +1,842 | New |
| KLP Kapitalforvaltning AS | 1,900 | $381.8K | 0.00% | +1,900 | New |
| TD Waterhouse Canada Inc. | 1,950 | $391.9K | 0.00% | +1,950 | New |
| Precision Wealth Strategies, LLC | 1,955 | $392.9K | 0.30% | −90−4.4% | Reduced |
| 1st Source Bank | 2,000 | $401.9K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,000 | $401.9K | 0.00% | +664+49.7% | Added |
| Orion Portfolio Solutions, LLC | 2,000 | $401.9K | 0.00% | +664+49.7% | Added |
| Creative Planning | 2,036 | $409.2K | 0.00% | +386+23.4% | Added |
| Vestcor Inc | 2,047 | $411.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,079 | $418.0K | 0.02% | +2,079 | New |