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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.

Institutional holdersQ4 2024: 255 institutions
Q1 2021: 97 institutionsQ2 2021: 98 institutionsQ3 2021: 95 institutionsQ4 2021: 98 institutionsQ1 2022: 94 institutionsQ2 2022: 81 institutionsQ3 2022: 78 institutionsQ4 2022: 82 institutionsQ1 2023: 90 institutionsQ2 2023: 101 institutionsQ3 2023: 117 institutionsQ4 2023: 133 institutionsQ1 2024: 157 institutionsQ2 2024: 197 institutionsQ3 2024: 238 institutionsQ4 2024: 255 institutionsQ1 2025: 243 institutionsQ2 2025: 273 institutionsQ3 2025: 321 institutionsQ4 2025: 344 institutionsQ1 2026: 351 institutionsQ2 2026: 414 institutions
Value heldQ4 2024: $3.71B
Q1 2021: $874.7MQ2 2021: $920.0MQ3 2021: $795.0MQ4 2021: $876.9MQ1 2022: $703.9MQ2 2022: $533.2MQ3 2022: $479.3MQ4 2022: $608.9MQ1 2023: $740.4MQ2 2023: $994.2MQ3 2023: $1.17BQ4 2023: $1.43BQ1 2024: $2.22BQ2 2024: $2.56BQ3 2024: $3.69BQ4 2024: $3.71BQ1 2025: $3.12BQ2 2025: $5.67BQ3 2025: $7.63BQ4 2025: $7.37BQ1 2026: $9.13BQ2 2026: $14.2B
Institutions holding IESC and their total value by quarter
QuarterHoldersValue
Q2 2026414$14.2B
Q1 2026351$9.13B
Q4 2025344$7.37B
Q3 2025321$7.63B
Q2 2025273$5.67B
Q1 2025243$3.12B
Q4 2024255$3.71B
Q3 2024238$3.69B
Q2 2024197$2.56B
Q1 2024157$2.22B
Q4 2023133$1.43B
Q3 2023117$1.17B
Q2 2023101$994.2M
Q1 202390$740.4M
Q4 202282$608.9M
Q3 202278$479.3M
Q2 202281$533.2M
Q1 202294$703.9M
Q4 202198$876.9M
Q3 202195$795.0M
Q2 202198$920.0M
Q1 202197$874.7M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q3 2024.

Institutions holding IESC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
City State Bank525$105.5K0.04%+525New
Comerica Bank507$101.8K0.00%+157+44.9%Added
KBC Group NV401$81.0K0.00%+138+52.5%Added
Sunbelt Securities, Inc.395$80.3K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC380$76.4K0.00%−120−24.0%Reduced
Jones Financial Companies LLLP370$74.4K0.00%+370New
Quest Partners LLC368$74.0K0.01%−400−52.1%Reduced
Harbour Investments, Inc.355$71.3K0.00%+355New
Contravisory Investment Management, Inc.336$67.5K0.01%−5−1.5%Reduced
Amalgamated Bank288$58.0K0.00%00.0%Unchanged
National Bank of Canada271$54.5K0.00%+271New
GAMMA Investing LLC235$47.2K0.00%+12+5.4%Added
Federated Hermes, Inc.227$45.6K0.00%−87−27.7%Reduced
Federation des caisses Desjardins du Quebec200$40.2K0.00%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co185$37.2K0.00%00.0%Unchanged
Smithfield Trust Co170$34.0K0.00%+170New
J.Safra Asset Management Corp138$28.1K0.00%+50+56.8%Added
Ronald Blue Trust, Inc.118$23.7K0.00%+118New
Larson Financial Group LLC95$19.1K0.00%+47+97.9%Added
Matrix Trust Co86$17.0K0.00%+6+7.5%Added
Arrowpoint Investment Partners (Singapore) Pte. Ltd.70$14.1K0.01%+70New
Ci Investments Inc.64$13.0K0.00%+64New
SBI Securities Co., Ltd.60$12.1K0.00%+60New
Prestige Wealth Management Group LLC50$10.0K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA51$10.0K0.00%00.0%Unchanged
Smartleaf Asset Management LLC46$9.36K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.39$8.00K0.00%+4+11.4%Added
US Bancorp32$6.43K0.00%00.0%Unchanged
Signaturefd, LLC29$5.83K0.00%+15+107.1%Added
Bell Investment Advisors, Inc26$5.22K0.00%+4+18.2%Added
Parallel Advisors, LLC26$5.22K0.00%+14+116.7%Added
IFP Advisors, Inc25$5.02K0.00%−25−50.0%Reduced
Nisa Investment Advisors, LLC24$4.82K0.00%+12+100.0%Added
LRI Investments, LLC23$4.52K0.00%00.0%Unchanged
Hollencrest Capital Management20$4.02K0.00%00.0%Unchanged
Bogart Wealth, LLC16$3.21K0.00%+16New
Quadrant Capital Group LLC14$2.81K0.00%+14New
Altshuler Shaham Ltd14$2.81K0.00%−9−39.1%Reduced
JFS Wealth Advisors, LLC13$2.61K0.00%+7+116.7%Added
Skandinaviska Enskilda Banken AB (publ)12$2.44K0.00%+9+300.0%Added
Versant Capital Management, Inc11$2.21K0.00%00.0%Unchanged
Hemington Wealth Management11$2.00K0.00%+3+37.5%Added
Global Retirement Partners, LLC9$1.81K0.00%+9New
Sterling Capital Management LLC8$1.61K0.00%00.0%Unchanged
Rothschild Investment LLC8$1.61K0.00%+1+14.3%Added
Lindbrook Capital, LLC7$1.41K0.00%+3+75.0%Added
DiNuzzo Private Wealth, Inc.6$1.21K0.00%+4+200.0%Added
True Wealth Design, LLC5$1.00K0.00%+3+150.0%Added
Concord Wealth Partners3$6030.00%00.0%Unchanged
SJS Investment Consulting Inc.3$6030.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd3$6030.00%+3New
TFC Financial Management1$2010.00%00.0%Unchanged
Farther Finance Advisors, LLC1$2010.00%00.0%Unchanged
Global Financial Private Client, LLC1$2010.00%+1New
Parkworth Wealth Management, Inc.1$2010.00%+1New
Capital International Investors0$00.00%−63,289−100.0%Sold out
Stephens Inc0$00.00%−39,604−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−19,803−100.0%Sold out
G2 Investment Partners Management LLC0$00.00%−9,953−100.0%Sold out
Jump Financial, LLC0$00.00%−7,712−100.0%Sold out
HRT Financial LP0$00.00%−7,008−100.0%Sold out
Ellsworth Advisors, LLC0$00.00%−5,789−100.0%Sold out
Martingale Asset Management L P0$00.00%−3,306−100.0%Sold out
Diametric Capital, LP0$00.00%−2,666−100.0%Sold out
Winton Group Ltd0$00.00%−2,474−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−2,028−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,935−100.0%Sold out
Versor Investments LP0$00.00%−1,893−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−1,871−100.0%Sold out
Inceptionr LLC0$00.00%−1,814−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,571−100.0%Sold out
Globeflex Capital L P0$00.00%−1,520−100.0%Sold out
Nkcfo LLC0$00.00%−1,500−100.0%Sold out
Belvedere Trading LLC0$00.00%−1,465−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−1,421−100.0%Sold out
Exencial Wealth Advisors, LLC0$00.00%−1,107−100.0%Sold out
Walleye Trading LLC0$00.00%−717−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−470−100.0%Sold out
Gladius Capital Management LP0$00.00%−220−100.0%Sold out
Group One Trading, L.P.0$00.00%−176−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−150−100.0%Sold out
Jackson, Grant Investment Advisers, Inc.0$00.00%−30−100.0%Sold out
Anfield Capital Management, LLC0$00.00%−19−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−16−100.0%Sold out
Claris Advisors, LLC0$00.00%−1−100.0%Sold out
PEAK6 Investments LLC––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Carmichael Hill & Associates, Inc.––––Not filed