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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 29,022 | $4.79M | 0.00% | −7,737−21.0% | Reduced |
| Tudor Investment Corp Et Al | 30,000 | $4.95M | 0.04% | +30,000 | New |
| Deutsche Bank AG | 30,031 | $4.96M | 0.00% | −672−2.2% | Reduced |
| Nuveen, LLC | 31,453 | $5.19M | 0.00% | +31,453 | New |
| First Trust Advisors LP | 32,224 | $5.32M | 0.00% | −5,208−13.9% | Reduced |
| Janus Henderson Group PLC | 32,956 | $5.49M | 0.00% | −2,114−6.0% | Reduced |
| Fundsmith Investment Services Ltd. | 33,400 | $5.51M | 0.08% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 33,190 | $5.60M | 1.10% | −310−0.9% | Reduced |
| New York State Common Retirement Fund | 34,401 | $5.68M | 0.01% | −4,860−12.4% | Reduced |
| Legato Capital Management LLC | 35,003 | $5.78M | 0.78% | −5,290−13.1% | Reduced |
| Apis Capital Advisors, LLC | 38,000 | $6.27M | 3.03% | +15,860+71.6% | Added |
| Neuberger Berman Group LLC | 38,900 | $6.42M | 0.01% | −125−0.3% | Reduced |
| JB Capital Partners LP | 41,845 | $6.91M | 1.46% | 00.0% | Unchanged |
| State of Wyoming | 41,940 | $6.92M | 0.92% | +9,396+28.9% | Added |
| Qube Research & Technologies Ltd | 45,185 | $7.46M | 0.01% | −29,430−39.4% | Reduced |
| LPL Financial LLC | 49,264 | $8.13M | 0.00% | +2,838+6.1% | Added |
| UBS Group AG | 51,512 | $8.51M | 0.00% | +24,859+93.3% | Added |
| Summit Partners Public Asset Management, LLC | 53,000 | $8.75M | 0.42% | −30,801−36.8% | Reduced |
| American Century Companies Inc | 53,699 | $8.87M | 0.01% | +966+1.8% | Added |
| Price T Rowe Associates Inc | 57,478 | $9.49M | 0.00% | +54,180+1,642.8% | Added |
| Two Sigma Investments, LP | 58,281 | $9.62M | 0.02% | +40,699+231.5% | Added |
| Invesco Ltd. | 63,718 | $10.5M | 0.00% | −137,081−68.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 73,468 | $12.1M | 0.01% | −82,612−52.9% | Reduced |
| Hennessy Advisors Inc | 74,100 | $12.2M | 0.41% | −8,500−10.3% | Reduced |
| Charles Schwab Investment Management Inc | 75,752 | $12.5M | 0.00% | −5,705−7.0% | Reduced |
| Ophir Asset Management Pty Ltd | 76,395 | $12.6M | 2.20% | −13,309−14.8% | Reduced |
| Kennedy Capital Management, Inc. | 76,856 | $12.7M | 0.30% | +36,175+88.9% | Added |
| Northern Trust Corp | 82,108 | $13.6M | 0.00% | −2,594−3.1% | Reduced |
| Goldman Sachs Group Inc | 92,576 | $15.3M | 0.00% | −14,417−13.5% | Reduced |
| Lord, Abbett & Co. LLC | 102,069 | $16.9M | 0.06% | +102,069 | New |
| Franklin Resources Inc | 127,835 | $21.1M | 0.01% | −34,726−21.4% | Reduced |
| Renaissance Technologies LLC | 150,432 | $24.8M | 0.04% | −13,100−8.0% | Reduced |
| AltraVue Capital, LLC | 157,517 | $26.0M | 2.61% | −42,300−21.2% | Reduced |
| Royce & Associates LP | 178,227 | $29.4M | 0.32% | −177−0.1% | Reduced |
| State Street Corp | 197,511 | $32.6M | 0.00% | −5,893−2.9% | Reduced |
| Morgan Stanley | 207,651 | $34.3M | 0.00% | +74,992+56.5% | Added |
| Thrivent Financial for Lutherans | 243,441 | $40.2M | 0.09% | +117,941+94.0% | Added |
| Geode Capital Management, LLC | 251,967 | $41.6M | 0.00% | +7,347+3.0% | Added |
| Dimensional Fund Advisors LP | 643,310 | $106.2M | 0.03% | −20,625−3.1% | Reduced |
| Vanguard Group Inc | 722,958 | $119.4M | 0.00% | −30,373−4.0% | Reduced |
| BlackRock, Inc. | 754,245 | $124.5M | 0.00% | +17,941+2.4% | Added |
| FMR LLC | 2,121,723 | $350.3M | 0.02% | +681,443+47.3% | Added |
| Gendell Jeffrey L | 10,717,968 | $1.77B | 76.40% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −35,206−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −27,647−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,453−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −12,828−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −9,497−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −7,352−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −7,010−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −4,934−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,788−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −4,752−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −4,658−100.0% | Sold out |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0 | $0 | 0.00% | −4,289−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −4,070−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −4,043−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −4,020−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −3,930−100.0% | Sold out |
| Petra Financial Advisors Inc | 0 | $0 | 0.00% | −3,874−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,668−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,641−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,216−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Militia Capital Partners, LP | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,532−100.0% | Sold out |
| Forge First Asset Management Inc. | 0 | $0 | 0.00% | −2,253−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −2,186−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,079−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −2,047−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,955−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,842−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −1,688−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −1,181−100.0% | Sold out |
| Souders Financial Advisors | 0 | $0 | 0.00% | −1,151−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| BlueSky Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| Andina Capital Management, LLC | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Callahan Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ausbil Investment Management Ltd | 0 | $0 | 0.00% | −578−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |