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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 19,147 | $3.85M | 0.01% | −3,457−15.3% | Reduced |
| Royal Bank of Canada | 19,365 | $3.89M | 0.00% | +17,885+1,208.4% | Added |
| F/M Investments LLC | 20,689 | $4.16M | 0.15% | −33,847−62.1% | Reduced |
| UBS Asset Management Americas Inc | 21,352 | $4.29M | 0.00% | +1,891+9.7% | Added |
| Lazard Asset Management LLC | 21,978 | $4.42M | 0.01% | +3,862+21.3% | Added |
| Apis Capital Advisors, LLC | 22,140 | $4.45M | 2.96% | −24,060−52.1% | Reduced |
| Bank of New York Mellon Corp | 23,155 | $4.65M | 0.00% | −7,598−24.7% | Reduced |
| Alliancebernstein L.P. | 23,892 | $4.80M | 0.00% | −9,780−29.0% | Reduced |
| Millennium Management LLC | 25,462 | $5.12M | 0.00% | +22,070+650.6% | Added |
| Ameriprise Financial Inc | 26,276 | $5.26M | 0.00% | −5,958−18.5% | Reduced |
| Susquehanna International Group, LLP | 26,189 | $5.26M | 0.01% | −15,174−36.7% | Reduced |
| UBS Group AG | 26,653 | $5.36M | 0.00% | +16,365+159.1% | Added |
| Janney Montgomery Scott LLC | 27,647 | $5.56M | 0.02% | −472−1.7% | Reduced |
| Algert Global LLC | 29,076 | $5.84M | 0.14% | +1,758+6.4% | Added |
| Deutsche Bank AG | 30,703 | $6.17M | 0.00% | +8,889+40.7% | Added |
| State of Wyoming | 32,544 | $6.54M | 0.83% | −17,500−35.0% | Reduced |
| Fundsmith Investment Services Ltd. | 33,400 | $6.71M | 0.09% | +33,400 | New |
| AdvisorShares Investments LLC | 33,500 | $6.73M | 1.30% | +33,500 | New |
| AQR Capital Management LLC | 33,589 | $6.75M | 0.01% | +6,119+22.3% | Added |
| Janus Henderson Group PLC | 35,070 | $7.05M | 0.00% | +5,097+17.0% | Added |
| Cubist Systematic Strategies, LLC | 35,206 | $7.08M | 0.11% | +35,206 | New |
| Nuveen Asset Management, LLC | 35,315 | $7.10M | 0.00% | +9,491+36.8% | Added |
| JPMorgan Chase & Co | 36,759 | $7.39M | 0.00% | −4,723−11.4% | Reduced |
| First Trust Advisors LP | 37,432 | $7.52M | 0.01% | −2,676−6.7% | Reduced |
| Neuberger Berman Group LLC | 39,025 | $7.84M | 0.01% | −320−0.8% | Reduced |
| New York State Common Retirement Fund | 39,261 | $7.89M | 0.01% | −12,611−24.3% | Reduced |
| Legato Capital Management LLC | 40,293 | $8.10M | 1.06% | −13,866−25.6% | Reduced |
| Kennedy Capital Management, Inc. | 40,681 | $8.18M | 0.18% | −10,670−20.8% | Reduced |
| JB Capital Partners LP | 41,845 | $8.41M | 1.61% | 00.0% | Unchanged |
| Man Group plc | 42,282 | $8.50M | 0.03% | +42,282 | New |
| LPL Financial LLC | 46,426 | $9.33M | 0.00% | +39,678+588.0% | Added |
| Citadel Advisors LLC | 50,731 | $10.2M | 0.01% | +10,193+25.1% | Added |
| American Century Companies Inc | 52,733 | $10.6M | 0.01% | −3,271−5.8% | Reduced |
| Qube Research & Technologies Ltd | 74,615 | $15.0M | 0.02% | +41,451+125.0% | Added |
| Charles Schwab Investment Management Inc | 81,457 | $16.4M | 0.00% | +4,718+6.1% | Added |
| Hennessy Advisors Inc | 82,600 | $16.6M | 0.49% | +5,300+6.9% | Added |
| Summit Partners Public Asset Management, LLC | 83,801 | $16.8M | 0.56% | −35,637−29.8% | Reduced |
| Northern Trust Corp | 84,702 | $17.0M | 0.00% | +983+1.2% | Added |
| Ophir Asset Management Pty Ltd | 89,704 | $18.0M | 2.68% | −61,007−40.5% | Reduced |
| Goldman Sachs Group Inc | 106,993 | $21.5M | 0.00% | +28,028+35.5% | Added |
| Thrivent Financial for Lutherans | 125,500 | $25.2M | 0.05% | +73,271+140.3% | Added |
| Morgan Stanley | 132,659 | $26.7M | 0.00% | +9,667+7.9% | Added |
| Arrowstreet Capital, Limited Partnership | 156,080 | $31.4M | 0.03% | −8,881−5.4% | Reduced |
| Franklin Resources Inc | 162,561 | $32.7M | 0.01% | +7,135+4.6% | Added |
| Renaissance Technologies LLC | 163,532 | $32.9M | 0.05% | −15,200−8.5% | Reduced |
| Royce & Associates LP | 178,404 | $35.9M | 0.33% | −116,404−39.5% | Reduced |
| AltraVue Capital, LLC | 199,817 | $40.2M | 3.34% | −68,752−25.6% | Reduced |
| Invesco Ltd. | 200,799 | $40.4M | 0.01% | +43,449+27.6% | Added |
| State Street Corp | 203,404 | $40.9M | 0.00% | −6,539−3.1% | Reduced |
| Geode Capital Management, LLC | 244,620 | $49.2M | 0.00% | +35,474+17.0% | Added |
| Dimensional Fund Advisors LP | 663,935 | $133.4M | 0.03% | −15,020−2.2% | Reduced |
| BlackRock, Inc. | 736,304 | $148.0M | 0.00% | +78,186+11.9% | Added |
| Vanguard Group Inc | 753,331 | $151.4M | 0.00% | +210,925+38.9% | Added |
| FMR LLC | 1,440,280 | $289.4M | 0.02% | −35,958−2.4% | Reduced |
| Gendell Jeffrey L | 10,717,968 | $2.15B | 67.43% | −17,184−0.2% | Reduced |
| Capital International Investors | 0 | $0 | 0.00% | −63,289−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −39,604−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −19,803−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −9,953−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,712−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −7,008−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −5,789−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −3,306−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −2,666−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,474−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,028−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,935−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,893−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,871−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,814−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,571−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −1,520−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −1,465−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −1,421−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,107−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −717−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Carmichael Hill & Associates, Inc. | – | – | – | – | Not filed |