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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 2,100 | $422.0K | 0.00% | +2,100 | New |
| Toroso Investments, LLC | 2,107 | $423.4K | 0.00% | +443+26.6% | Added |
| Itau Unibanco Holding S.A. | 2,100 | $427.1K | 0.01% | +2,100 | New |
| State Board of Administration of Florida Retirement System | 2,160 | $434.1K | 0.00% | −160−6.9% | Reduced |
| Portolan Capital Management, LLC | 2,186 | $439.3K | 0.03% | −37,205−94.5% | Reduced |
| Alps Advisors Inc | 2,221 | $446.3K | 0.00% | 00.0% | Unchanged |
| Forge First Asset Management Inc. | 2,253 | $453.3K | 0.16% | −2,243−49.9% | Reduced |
| Wexford Capital LP | 2,300 | $462.2K | 0.12% | +150+7.0% | Added |
| ProShare Advisors LLC | 2,317 | $465.6K | 0.00% | +762+49.0% | Added |
| Aviva PLC | 2,364 | $475.1K | 0.00% | −1,414−37.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,399 | $482.1K | 0.00% | +2,399 | New |
| Cambria Investment Management, L.P. | 2,401 | $482.5K | 0.03% | +226+10.4% | Added |
| Envestnet Asset Management Inc | 2,452 | $492.8K | 0.00% | +808+49.1% | Added |
| Dynamic Technology Lab Private Ltd | 2,472 | $497.0K | 0.08% | +2,472 | New |
| Voya Investment Management LLC | 2,483 | $499.0K | 0.00% | −200−7.5% | Reduced |
| Gsa Capital Partners LLP | 2,532 | $509.0K | 0.04% | −1,969−43.7% | Reduced |
| Arizona State Retirement System | 2,597 | $521.9K | 0.00% | −26−1.0% | Reduced |
| Militia Capital Partners, LP | 2,600 | $522.5K | 0.25% | +2,600 | New |
| Boston Partners | 2,786 | $559.9K | 0.00% | −2,869−50.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,815 | $565.5K | 0.00% | −1,426−33.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,930 | $588.8K | 0.01% | +2,783+1,893.2% | Added |
| Stifel Financial Corp | 3,008 | $604.5K | 0.00% | −154−4.9% | Reduced |
| Omers Administration Corp | 3,100 | $623.0K | 0.01% | +3,100 | New |
| CI Private Wealth, LLC | 3,211 | $645.3K | 0.00% | −5,155−61.6% | Reduced |
| Occudo Quantitative Strategies LP | 3,216 | $646.3K | 0.12% | +819+34.2% | Added |
| Gotham Asset Management, LLC | 3,219 | $646.9K | 0.01% | +3,219 | New |
| Optimum Investment Advisors | 3,250 | $653.1K | 0.29% | +250+8.3% | Added |
| Ritholtz Wealth Management | 3,256 | $654.3K | 0.02% | −81−2.4% | Reduced |
| Price T Rowe Associates Inc | 3,298 | $663.0K | 0.00% | +570+20.9% | Added |
| PDT Partners, LLC | 3,312 | $665.6K | 0.06% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 3,401 | $683.5K | 0.02% | +61+1.8% | Added |
| Balyasny Asset Management LLC | 3,458 | $694.9K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,506 | $704.6K | 0.10% | −4,187−54.4% | Reduced |
| Bourgeon Capital Management LLC | 3,568 | $717.0K | 0.13% | −1,350−27.5% | Reduced |
| Engineers Gate Manager LP | 3,641 | $731.7K | 0.01% | +1,056+40.9% | Added |
| SG Americas Securities, LLC | 3,668 | $737.0K | 0.00% | −2,121−36.6% | Reduced |
| GWM Advisors LLC | 3,671 | $737.7K | 0.00% | +1,865+103.3% | Added |
| PFG Advisors | 3,810 | $765.7K | 0.05% | +111+3.0% | Added |
| Petra Financial Advisors Inc | 3,874 | $778.5K | 0.53% | −25−0.6% | Reduced |
| Handelsbanken Fonder AB | 3,900 | $784.0K | 0.00% | +700+21.9% | Added |
| Nebula Research & Development LLC | 3,930 | $789.8K | 0.09% | −372−8.6% | Reduced |
| STRS Ohio | 4,000 | $803.8K | 0.00% | −200−4.8% | Reduced |
| Axxcess Wealth Management, LLC | 4,020 | $807.9K | 0.02% | +238+6.3% | Added |
| SEI Investments Co | 4,042 | $812.3K | 0.00% | +1,145+39.5% | Added |
| Colonial River Wealth Management, LLC | 4,043 | $812.5K | 0.39% | +249+6.6% | Added |
| Allspring Global Investments Holdings, LLC | 4,070 | $817.9K | 0.00% | +3,862+1,856.7% | Added |
| Corebridge Financial, Inc. | 4,091 | $822.1K | 0.00% | −308−7.0% | Reduced |
| Aldebaran Capital, LLC | 4,119 | $827.8K | 0.79% | −1,292−23.9% | Reduced |
| Intech Investment Management LLC | 4,242 | $852.5K | 0.01% | +1,194+39.2% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,289 | $861.9K | 0.85% | +4,289 | New |
| O'Shaughnessy Asset Management, LLC | 4,351 | $874.4K | 0.01% | +10+0.2% | Added |
| Polar Asset Management Partners Inc. | 4,658 | $936.1K | 0.01% | −12,642−73.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,681 | $940.7K | 0.00% | +191+4.3% | Added |
| Two Sigma Advisers, LP | 4,700 | $944.5K | 0.00% | −8,000−63.0% | Reduced |
| Scotia Capital Inc. | 4,752 | $955.0K | 0.01% | +4,752 | New |
| Marshall Wace, LLP | 4,788 | $962.2K | 0.00% | −12,459−72.2% | Reduced |
| HSBC Holdings PLC | 4,934 | $994.8K | 0.00% | +2,168+78.4% | Added |
| MetLife Investment Management | 5,050 | $1.01M | 0.01% | +237+4.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,092 | $1.02M | 0.00% | −5,464−51.8% | Reduced |
| Navellier & Associates Inc | 5,190 | $1.04M | 0.13% | +2,153+70.9% | Added |
| Cavalier Investments, LLC | 5,664 | $1.14M | 0.38% | +192+3.5% | Added |
| Truvestments Capital LLC | 5,988 | $1.20M | 0.31% | +702+13.3% | Added |
| Yorktown Management & Research Co Inc | 6,340 | $1.27M | 1.22% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,503 | $1.31M | 0.00% | −1,471−18.4% | Reduced |
| Victory Capital Management Inc | 6,555 | $1.32M | 0.00% | −2,267−25.7% | Reduced |
| Convergence Investment Partners, LLC | 7,010 | $1.41M | 0.31% | +1,463+26.4% | Added |
| Manufacturers Life Insurance Company, The | 7,018 | $1.41M | 0.00% | −280−3.8% | Reduced |
| Truist Financial Corp | 7,339 | $1.47M | 0.00% | +32+0.4% | Added |
| State of New Jersey Common Pension Fund D | 7,352 | $1.48M | 0.01% | +7,352 | New |
| LRT Capital Management, LLC | 7,447 | $1.50M | 1.17% | +7,447 | New |
| Norges Bank | 7,746 | $1.56M | 0.00% | +7,746 | New |
| Citigroup Inc | 7,809 | $1.57M | 0.00% | −595−7.1% | Reduced |
| Peterson Wealth Services | 8,110 | $1.63M | 0.49% | +100+1.2% | Added |
| Credit Agricole S A | 8,120 | $1.63M | 0.01% | +2,513+44.8% | Added |
| California State Teachers Retirement System | 8,351 | $1.68M | 0.00% | −200−2.3% | Reduced |
| Principal Financial Group Inc | 8,352 | $1.68M | 0.00% | +1,083+14.9% | Added |
| Cetera Investment Advisers | 8,674 | $1.74M | 0.00% | +10+0.1% | Added |
| Bank of America Corp | 8,806 | $1.77M | 0.00% | −1,619−15.5% | Reduced |
| State of Wisconsin Investment Board | 9,298 | $1.87M | 0.00% | −2,318−20.0% | Reduced |
| Harvest Investment Services, LLC | 9,497 | $1.91M | 0.47% | +6,164+184.9% | Added |
| Wolverine Trading, LLC | 9,739 | $1.98M | 0.04% | +3,523+56.7% | Added |
| Annex Advisory Services, LLC | 9,901 | $1.99M | 0.06% | −114−1.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 10,179 | $2.05M | 0.14% | −4,108−28.8% | Reduced |
| Legal & General Group Plc | 10,269 | $2.06M | 0.00% | +269+2.7% | Added |
| Options Solutions, LLC | 10,495 | $2.11M | 0.95% | −1,701−13.9% | Reduced |
| Squarepoint Ops LLC | 10,622 | $2.13M | 0.01% | −306−2.8% | Reduced |
| AXA S.A. | 11,582 | $2.33M | 0.01% | +11,582 | New |
| Raymond James Financial Inc | 11,747 | $2.36M | 0.00% | +11,747 | New |
| Steamboat Capital Partners, LLC | 11,833 | $2.38M | 0.73% | +6,943+142.0% | Added |
| Rhumbline Advisers | 12,297 | $2.47M | 0.00% | +171+1.4% | Added |
| Asset Management One Co.,Ltd. | 12,097 | $2.55M | 0.01% | −3,513−22.5% | Reduced |
| EAM Investors, LLC | 12,828 | $2.58M | 0.37% | −4,794−27.2% | Reduced |
| Wells Fargo & Company | 13,174 | $2.65M | 0.00% | +426+3.3% | Added |
| Assenagon Asset Management S.A. | 14,796 | $2.97M | 0.01% | −69,983−82.5% | Reduced |
| RBF Capital, LLC | 15,000 | $3.01M | 0.16% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,453 | $3.11M | 0.00% | −14,086−47.7% | Reduced |
| Vident Advisory, LLC | 16,683 | $3.35M | 0.06% | −251−1.5% | Reduced |
| Barclays PLC | 17,303 | $3.48M | 0.00% | +2,127+14.0% | Added |
| Two Sigma Investments, LP | 17,582 | $3.53M | 0.01% | −4,797−21.4% | Reduced |
| Swiss National Bank | 17,600 | $3.54M | 0.00% | −200−1.1% | Reduced |