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, Q1 2025
Institutional positions in IES Holdings, Inc. as of Mar 31, 2025. 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
- 243
- −10 vs. Q4 2024
- Shares held
- 18.9M
- +504.7K (+2.7%) vs. Q4 2024
- Total value
- $3.12B
- −$576.1M (−15.6%) vs. Q4 2024
- New holders
- 39
- 83 more added
- Sold out
- 49
- 92 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 1 | $165 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $165 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $165 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $166 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1 | $166 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 1 | $169 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2 | $330 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $331 | 0.00% | −1−33.3% | Reduced |
| WealthTrak Capital Management LLC | 2 | $331 | 0.00% | +2 | New |
| Amundi | 3 | $485 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 3 | $495 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $495 | 0.00% | +2+200.0% | Added |
| Massmutual Trust Co FSB | 3 | $495 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $496 | 0.00% | −3−50.0% | Reduced |
| Rialto Wealth Management, LLC | 3 | $496 | 0.00% | +3 | New |
| Bogart Wealth, LLC | 4 | $660 | 0.00% | −12−75.0% | Reduced |
| Stephens Consulting, LLC | 5 | $826 | 0.00% | +5 | New |
| TD Waterhouse Canada Inc. | 5 | $841 | 0.00% | −1,945−99.7% | Reduced |
| JFS Wealth Advisors, LLC | 6 | $991 | 0.00% | −7−53.8% | Reduced |
| Rise Advisors, LLC | 6 | $991 | 0.00% | +6 | New |
| Lindbrook Capital, LLC | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 8 | $1.32K | 0.00% | +8 | New |
| Allworth Financial LP | 7 | $1.37K | 0.00% | +7 | New |
| Sterling Capital Management LLC | 9 | $1.49K | 0.00% | +1+12.5% | Added |
| Hexagon Capital Partners LLC | 9 | $1.49K | 0.00% | +9 | New |
| Jackson, Grant Investment Advisers, Inc. | 10 | $1.65K | 0.00% | +10 | New |
| Nisa Investment Advisors, LLC | 12 | $1.98K | 0.00% | −12−50.0% | Reduced |
| Hemington Wealth Management | 16 | $2.00K | 0.00% | +5+45.5% | Added |
| Quarry LP | 16 | $2.64K | 0.00% | +16 | New |
| LRI Investments, LLC | 20 | $3.27K | 0.00% | −3−13.0% | Reduced |
| Hollencrest Capital Management | 20 | $3.30K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 22 | $3.63K | 0.00% | +8+57.1% | Added |
| True Wealth Design, LLC | 23 | $3.80K | 0.00% | +18+360.0% | Added |
| Parallel Advisors, LLC | 24 | $3.98K | 0.00% | −2−7.7% | Reduced |
| Bell Investment Advisors, Inc | 29 | $4.79K | 0.00% | +3+11.5% | Added |
| Rothschild Investment LLC | 36 | $5.94K | 0.00% | +28+350.0% | Added |
| Signaturefd, LLC | 42 | $6.93K | 0.00% | +13+44.8% | Added |
| First Horizon Advisors, Inc. | 43 | $7.10K | 0.00% | +43 | New |
| EverSource Wealth Advisors, LLC | 45 | $7.43K | 0.00% | −506−91.8% | Reduced |
| Smartleaf Asset Management LLC | 46 | $7.67K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 47 | $7.76K | 0.00% | +47 | New |
| Ci Investments Inc. | 50 | $8.00K | 0.00% | −14−21.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 51 | $8.00K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 50 | $8.00K | 0.00% | +50 | New |
| US Bancorp | 49 | $8.09K | 0.00% | +17+53.1% | Added |
| Harbor Capital Advisors, Inc. | 54 | $9.00K | 0.00% | +15+38.5% | Added |
| SBI Securities Co., Ltd. | 55 | $9.08K | 0.00% | −5−8.3% | Reduced |
| Clear Street Markets LLC | 67 | $11.1K | 0.01% | +67 | New |
| Versant Capital Management, Inc | 81 | $13.4K | 0.00% | +70+636.4% | Added |
| Covestor Ltd | 91 | $15.0K | 0.01% | −746−89.1% | Reduced |
| Matrix Trust Co | 90 | $15.0K | 0.00% | +4+4.7% | Added |
| Federated Hermes, Inc. | 111 | $18.3K | 0.00% | −116−51.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 128 | $21.1K | 0.00% | +116+966.7% | Added |
| Ronald Blue Trust, Inc. | 133 | $22.0K | 0.00% | +15+12.7% | Added |
| J.Safra Asset Management Corp | 147 | $24.3K | 0.00% | +9+6.5% | Added |
| Spire Wealth Management | 148 | $24.4K | 0.00% | +148 | New |
| Smithfield Trust Co | 170 | $28.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $33.0K | 0.00% | −180−47.4% | Reduced |
| Catalyst Capital Advisors LLC | 220 | $36.3K | 0.00% | +220 | New |
| GAMMA Investing LLC | 256 | $42.3K | 0.00% | +21+8.9% | Added |
| Amalgamated Bank | 289 | $48.0K | 0.00% | +1+0.3% | Added |
| Quest Partners LLC | 345 | $57.0K | 0.01% | −23−6.3% | Reduced |
| Jones Financial Companies LLLP | 345 | $57.5K | 0.00% | −25−6.8% | Reduced |
| Comerica Bank | 354 | $58.6K | 0.00% | −153−30.2% | Reduced |
| Harbour Investments, Inc. | 355 | $58.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 358 | $59.1K | 0.00% | −2,572−87.8% | Reduced |
| KBC Group NV | 422 | $70.0K | 0.00% | +21+5.2% | Added |
| Walleye Capital LLC | 469 | $77.4K | 0.00% | −473−50.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 530 | $87.5K | 0.00% | +330+165.0% | Added |
| Advisor Group Holdings, Inc. | 706 | $116.6K | 0.00% | −2,109−74.9% | Reduced |
| New York State Teachers Retirement System | 717 | $118.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 861 | $142.2K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 882 | $145.6K | 0.03% | +546+162.5% | Added |
| Lazard Asset Management LLC | 987 | $162.0K | 0.00% | −20,991−95.5% | Reduced |
| BNP Paribas Arbitrage, SA | 1,060 | $175.0K | 0.00% | −527−33.2% | Reduced |
| MAI Capital Management | 1,070 | $176.7K | 0.00% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,130 | $186.6K | 0.09% | +1,060+1,514.3% | Added |
| City State Bank | 1,195 | $197.3K | 0.07% | +670+127.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,223 | $201.9K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 1,231 | $203.3K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 1,242 | $205.1K | 0.00% | −24,220−95.1% | Reduced |
| City Center Advisors, LLC | 1,258 | $207.7K | 0.24% | −355−22.0% | Reduced |
| Highland Capital Management, LLC | 1,294 | $213.7K | 0.01% | +239+22.7% | Added |
| Diametric Capital, LP | 1,316 | $217.3K | 0.26% | +1,316 | New |
| Insight Wealth Strategies, LLC | 1,338 | $220.9K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,338 | $220.9K | 0.01% | +95+7.6% | Added |
| Commonwealth Equity Services, LLC | 1,352 | $223.0K | 0.00% | +137+11.3% | Added |
| CWM, LLC | 1,354 | $224.0K | 0.00% | +456+50.8% | Added |
| Optimum Investment Advisors | 1,380 | $227.9K | 0.11% | −1,870−57.5% | Reduced |
| Wexford Capital LP | 1,400 | $231.2K | 0.06% | −900−39.1% | Reduced |
| Arete Wealth Advisors, LLC | 1,454 | $240.0K | 0.02% | −262−15.3% | Reduced |
| Florida Financial Advisors, LLC | 1,507 | $249.9K | 0.10% | +1,507 | New |
| Mariner, LLC | 1,690 | $279.0K | 0.00% | +184+12.2% | Added |
| GWM Advisors LLC | 1,741 | $287.5K | 0.00% | −1,930−52.6% | Reduced |
| Royal Bank of Canada | 1,755 | $290.0K | 0.00% | −17,610−90.9% | Reduced |
| Creative Planning | 1,758 | $290.3K | 0.00% | −278−13.7% | Reduced |
| ProShare Advisors LLC | 1,781 | $294.1K | 0.00% | −536−23.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,796 | $296.5K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 1,826 | $301.5K | 0.00% | +1,826 | New |
| Two Sigma Securities, LLC | 1,898 | $313.4K | 0.05% | +1,898 | New |