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 |
|---|---|---|---|---|---|
| Scotia Capital Inc. | 4,752 | $955.0K | 0.01% | +4,752 | New |
| Two Sigma Advisers, LP | 4,700 | $944.5K | 0.00% | −8,000−63.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,681 | $940.7K | 0.00% | +191+4.3% | Added |
| Polar Asset Management Partners Inc. | 4,658 | $936.1K | 0.01% | −12,642−73.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,351 | $874.4K | 0.01% | +10+0.2% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,289 | $861.9K | 0.85% | +4,289 | New |
| Intech Investment Management LLC | 4,242 | $852.5K | 0.01% | +1,194+39.2% | Added |
| Aldebaran Capital, LLC | 4,119 | $827.8K | 0.79% | −1,292−23.9% | Reduced |
| Corebridge Financial, Inc. | 4,091 | $822.1K | 0.00% | −308−7.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,070 | $817.9K | 0.00% | +3,862+1,856.7% | Added |
| Colonial River Wealth Management, LLC | 4,043 | $812.5K | 0.39% | +249+6.6% | Added |
| SEI Investments Co | 4,042 | $812.3K | 0.00% | +1,145+39.5% | Added |
| Axxcess Wealth Management, LLC | 4,020 | $807.9K | 0.02% | +238+6.3% | Added |
| STRS Ohio | 4,000 | $803.8K | 0.00% | −200−4.8% | Reduced |
| Nebula Research & Development LLC | 3,930 | $789.8K | 0.09% | −372−8.6% | Reduced |
| Handelsbanken Fonder AB | 3,900 | $784.0K | 0.00% | +700+21.9% | Added |
| Petra Financial Advisors Inc | 3,874 | $778.5K | 0.53% | −25−0.6% | Reduced |
| PFG Advisors | 3,810 | $765.7K | 0.05% | +111+3.0% | Added |
| GWM Advisors LLC | 3,671 | $737.7K | 0.00% | +1,865+103.3% | Added |
| SG Americas Securities, LLC | 3,668 | $737.0K | 0.00% | −2,121−36.6% | Reduced |
| Engineers Gate Manager LP | 3,641 | $731.7K | 0.01% | +1,056+40.9% | Added |
| Bourgeon Capital Management LLC | 3,568 | $717.0K | 0.13% | −1,350−27.5% | Reduced |
| Dark Forest Capital Management LP | 3,506 | $704.6K | 0.10% | −4,187−54.4% | Reduced |
| Balyasny Asset Management LLC | 3,458 | $694.9K | 0.00% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 3,401 | $683.5K | 0.02% | +61+1.8% | Added |
| PDT Partners, LLC | 3,312 | $665.6K | 0.06% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 3,298 | $663.0K | 0.00% | +570+20.9% | Added |
| Ritholtz Wealth Management | 3,256 | $654.3K | 0.02% | −81−2.4% | Reduced |
| Optimum Investment Advisors | 3,250 | $653.1K | 0.29% | +250+8.3% | Added |
| Gotham Asset Management, LLC | 3,219 | $646.9K | 0.01% | +3,219 | New |
| Occudo Quantitative Strategies LP | 3,216 | $646.3K | 0.12% | +819+34.2% | Added |
| CI Private Wealth, LLC | 3,211 | $645.3K | 0.00% | −5,155−61.6% | Reduced |
| Omers Administration Corp | 3,100 | $623.0K | 0.01% | +3,100 | New |
| Stifel Financial Corp | 3,008 | $604.5K | 0.00% | −154−4.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,930 | $588.8K | 0.01% | +2,783+1,893.2% | Added |
| Advisor Group Holdings, Inc. | 2,815 | $565.5K | 0.00% | −1,426−33.6% | Reduced |
| Boston Partners | 2,786 | $559.9K | 0.00% | −2,869−50.7% | Reduced |
| Militia Capital Partners, LP | 2,600 | $522.5K | 0.25% | +2,600 | New |
| Arizona State Retirement System | 2,597 | $521.9K | 0.00% | −26−1.0% | Reduced |
| Gsa Capital Partners LLP | 2,532 | $509.0K | 0.04% | −1,969−43.7% | Reduced |
| Voya Investment Management LLC | 2,483 | $499.0K | 0.00% | −200−7.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,472 | $497.0K | 0.08% | +2,472 | New |
| Envestnet Asset Management Inc | 2,452 | $492.8K | 0.00% | +808+49.1% | Added |
| Cambria Investment Management, L.P. | 2,401 | $482.5K | 0.03% | +226+10.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,399 | $482.1K | 0.00% | +2,399 | New |
| Aviva PLC | 2,364 | $475.1K | 0.00% | −1,414−37.4% | Reduced |
| ProShare Advisors LLC | 2,317 | $465.6K | 0.00% | +762+49.0% | Added |
| Wexford Capital LP | 2,300 | $462.2K | 0.12% | +150+7.0% | Added |
| Forge First Asset Management Inc. | 2,253 | $453.3K | 0.16% | −2,243−49.9% | Reduced |
| Alps Advisors Inc | 2,221 | $446.3K | 0.00% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 2,186 | $439.3K | 0.03% | −37,205−94.5% | Reduced |
| State Board of Administration of Florida Retirement System | 2,160 | $434.1K | 0.00% | −160−6.9% | Reduced |
| Itau Unibanco Holding S.A. | 2,100 | $427.1K | 0.01% | +2,100 | New |
| Toroso Investments, LLC | 2,107 | $423.4K | 0.00% | +443+26.6% | Added |
| D. E. Shaw & Co., Inc. | 2,100 | $422.0K | 0.00% | +2,100 | New |
| Virtu Financial LLC | 2,079 | $418.0K | 0.02% | +2,079 | New |
| Vestcor Inc | 2,047 | $411.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 2,036 | $409.2K | 0.00% | +386+23.4% | Added |
| 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 |
| Precision Wealth Strategies, LLC | 1,955 | $392.9K | 0.30% | −90−4.4% | Reduced |
| TD Waterhouse Canada Inc. | 1,950 | $391.9K | 0.00% | +1,950 | New |
| KLP Kapitalforvaltning AS | 1,900 | $381.8K | 0.00% | +1,900 | New |
| Point72 (DIFC) Ltd | 1,842 | $370.1K | 0.03% | +1,842 | New |
| Police & Firemen's Retirement System of New Jersey | 1,796 | $360.9K | 0.00% | +1,796 | New |
| Natixis | 1,779 | $357.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,754 | $352.0K | 0.00% | +998+132.0% | Added |
| Arete Wealth Advisors, LLC | 1,716 | $349.0K | 0.03% | +19+1.1% | Added |
| Kestra Private Wealth Services, LLC | 1,688 | $339.2K | 0.01% | +1,688 | New |
| City Center Advisors, LLC | 1,613 | $324.1K | 0.36% | −494−23.4% | Reduced |
| BNP Paribas Arbitrage, SA | 1,587 | $318.9K | 0.00% | −5,572−77.8% | Reduced |
| HighTower Advisors, LLC | 1,582 | $317.9K | 0.00% | +1,582 | New |
| Mariner, LLC | 1,506 | $302.7K | 0.00% | −191−11.3% | Reduced |
| Insigneo Advisory Services, LLC | 1,500 | $301.4K | 0.03% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,349 | $271.1K | 0.04% | −754−35.9% | Reduced |
| Insight Wealth Strategies, LLC | 1,338 | $268.9K | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,243 | $249.8K | 0.01% | +32+2.6% | Added |
| Pictet Asset Management Holding SA | 1,231 | $247.4K | 0.00% | −270−18.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,223 | $245.8K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,215 | $244.0K | 0.00% | +1,215 | New |
| Benjamin Edwards Inc | 1,181 | $237.3K | 0.00% | +1,181 | New |
| Souders Financial Advisors | 1,151 | $231.3K | 0.03% | −58−4.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,120 | $225.0K | 0.00% | +1,120 | New |
| BlueSky Wealth Advisors, LLC | 1,100 | $221.1K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 1,070 | $215.0K | 0.00% | +1,070 | New |
| Highland Capital Management, LLC | 1,055 | $212.0K | 0.01% | +1,055 | New |
| Avantax Advisory Services, Inc. | 1,034 | $207.8K | 0.00% | −68−6.2% | Reduced |
| Ieq Capital, LLC | 1,032 | $207.4K | 0.00% | +1,032 | New |
| Andina Capital Management, LLC | 1,016 | $204.2K | 0.17% | −1,480−59.3% | Reduced |
| 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 |
| Walleye Capital LLC | 942 | $189.3K | 0.00% | +942 | New |
| CWM, LLC | 898 | $180.0K | 0.00% | +216+31.7% | Added |
| Ameritas Investment Partners, Inc. | 861 | $173.0K | 0.01% | +53+6.6% | Added |
| Covestor Ltd | 837 | $168.0K | 0.11% | −306−26.8% | Reduced |
| New York State Teachers Retirement System | 717 | $144.0K | 0.00% | 00.0% | Unchanged |
| Ausbil Investment Management Ltd | 578 | $130.4K | 0.08% | −1,302−69.3% | Reduced |
| EverSource Wealth Advisors, LLC | 551 | $110.7K | 0.01% | +99+21.9% | Added |