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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,428 | $731.1K | 0.00% | +2,029+84.6% | Added |
| Hedeker Wealth, LLC | 4,404 | $727.1K | 0.20% | +4,404 | New |
| Squarepoint Ops LLC | 4,391 | $725.0K | 0.00% | −6,231−58.7% | Reduced |
| Navellier & Associates Inc | 2,886 | $694.5K | 0.10% | −2,304−44.4% | Reduced |
| Gotham Asset Management, LLC | 4,204 | $694.1K | 0.01% | +985+30.6% | Added |
| STRS Ohio | 4,100 | $677.0K | 0.00% | +100+2.5% | Added |
| Corebridge Financial, Inc. | 4,030 | $665.4K | 0.00% | −61−1.5% | Reduced |
| Bridgewater Advisors Inc. | 3,343 | $664.7K | 0.06% | +3,343 | New |
| Handelsbanken Fonder AB | 3,900 | $644.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 3,568 | $589.1K | 0.13% | 00.0% | Unchanged |
| Peterson Wealth Services | 3,555 | $587.0K | 0.18% | −4,555−56.2% | Reduced |
| Aviva PLC | 3,488 | $575.9K | 0.00% | +1,124+47.5% | Added |
| Prelude Capital Management, LLC | 3,438 | $567.6K | 0.06% | +3,438 | New |
| Moran Wealth Management, LLC | 3,372 | $556.8K | 0.02% | −29−0.9% | Reduced |
| PFG Advisors | 3,320 | $548.2K | 0.03% | −490−12.9% | Reduced |
| Aldebaran Capital, LLC | 3,294 | $543.9K | 0.51% | −825−20.0% | Reduced |
| Brinker Capital Investments, LLC | 3,053 | $504.1K | 0.00% | +1,053+52.7% | Added |
| Orion Portfolio Solutions, LLC | 3,053 | $504.1K | 0.00% | +1,053+52.7% | Added |
| CI Private Wealth, LLC | 3,015 | $497.8K | 0.00% | −196−6.1% | Reduced |
| Itau Unibanco Holding S.A. | 2,999 | $495.0K | 0.02% | +899+42.8% | Added |
| O'Shaughnessy Asset Management, LLC | 2,979 | $491.9K | 0.00% | −1,372−31.5% | Reduced |
| SEI Investments Co | 2,964 | $489.4K | 0.00% | −1,078−26.7% | Reduced |
| Boston Partners | 2,870 | $473.9K | 0.00% | +84+3.0% | Added |
| IFP Advisors, Inc | 2,689 | $444.0K | 0.01% | +2,664+10,656.0% | Added |
| Dynamic Technology Lab Private Ltd | 2,648 | $437.0K | 0.06% | +176+7.1% | Added |
| Stifel Financial Corp | 2,641 | $436.0K | 0.00% | −367−12.2% | Reduced |
| Teacher Retirement System of Texas | 2,573 | $424.8K | 0.00% | −3,930−60.4% | Reduced |
| Arizona State Retirement System | 2,560 | $422.7K | 0.00% | −37−1.4% | Reduced |
| Envestnet Asset Management Inc | 2,487 | $410.6K | 0.00% | +35+1.4% | Added |
| Cambria Investment Management, L.P. | 2,479 | $409.3K | 0.03% | +78+3.2% | Added |
| Great West Life Assurance Co | 2,359 | $389.0K | 0.00% | +605+34.5% | Added |
| Toroso Investments, LLC | 2,327 | $384.2K | 0.00% | +220+10.4% | Added |
| Voya Investment Management LLC | 2,228 | $367.9K | 0.00% | −255−10.3% | Reduced |
| Ieq Capital, LLC | 2,193 | $362.1K | 0.00% | +1,161+112.5% | Added |
| State Board of Administration of Florida Retirement System | 2,160 | $356.6K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 2,146 | $354.3K | 0.00% | −2,946−57.9% | Reduced |
| Ritholtz Wealth Management | 2,140 | $353.3K | 0.01% | −1,116−34.3% | Reduced |
| HighTower Advisors, LLC | 2,085 | $344.3K | 0.00% | +503+31.8% | Added |
| Balyasny Asset Management LLC | 2,071 | $341.9K | 0.00% | −1,387−40.1% | Reduced |
| Cynosure Management, LLC | 2,021 | $333.7K | 0.05% | +672+49.8% | Added |
| 1st Source Bank | 2,000 | $330.2K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,931 | $318.8K | 0.00% | −290−13.1% | Reduced |
| KLP Kapitalforvaltning AS | 1,900 | $313.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,898 | $313.4K | 0.05% | +1,898 | New |
| CIBC World Markets Corp | 1,826 | $301.5K | 0.00% | +1,826 | New |
| Police & Firemen's Retirement System of New Jersey | 1,796 | $296.5K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,781 | $294.1K | 0.00% | −536−23.1% | Reduced |
| Creative Planning | 1,758 | $290.3K | 0.00% | −278−13.7% | Reduced |
| Royal Bank of Canada | 1,755 | $290.0K | 0.00% | −17,610−90.9% | Reduced |
| GWM Advisors LLC | 1,741 | $287.5K | 0.00% | −1,930−52.6% | Reduced |
| Mariner, LLC | 1,690 | $279.0K | 0.00% | +184+12.2% | Added |
| Florida Financial Advisors, LLC | 1,507 | $249.9K | 0.10% | +1,507 | New |
| Arete Wealth Advisors, LLC | 1,454 | $240.0K | 0.02% | −262−15.3% | Reduced |
| Wexford Capital LP | 1,400 | $231.2K | 0.06% | −900−39.1% | Reduced |
| Optimum Investment Advisors | 1,380 | $227.9K | 0.11% | −1,870−57.5% | Reduced |
| CWM, LLC | 1,354 | $224.0K | 0.00% | +456+50.8% | Added |
| Commonwealth Equity Services, LLC | 1,352 | $223.0K | 0.00% | +137+11.3% | Added |
| 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 |
| Diametric Capital, LP | 1,316 | $217.3K | 0.26% | +1,316 | New |
| Highland Capital Management, LLC | 1,294 | $213.7K | 0.01% | +239+22.7% | Added |
| City Center Advisors, LLC | 1,258 | $207.7K | 0.24% | −355−22.0% | Reduced |
| Millennium Management LLC | 1,242 | $205.1K | 0.00% | −24,220−95.1% | Reduced |
| Pictet Asset Management Holding SA | 1,231 | $203.3K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,223 | $201.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,195 | $197.3K | 0.07% | +670+127.6% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,130 | $186.6K | 0.09% | +1,060+1,514.3% | Added |
| MAI Capital Management | 1,070 | $176.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,060 | $175.0K | 0.00% | −527−33.2% | Reduced |
| Lazard Asset Management LLC | 987 | $162.0K | 0.00% | −20,991−95.5% | Reduced |
| Contravisory Investment Management, Inc. | 882 | $145.6K | 0.03% | +546+162.5% | Added |
| Ameritas Investment Partners, Inc. | 861 | $142.2K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 717 | $118.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 706 | $116.6K | 0.00% | −2,109−74.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 530 | $87.5K | 0.00% | +330+165.0% | Added |
| Walleye Capital LLC | 469 | $77.4K | 0.00% | −473−50.2% | Reduced |
| KBC Group NV | 422 | $70.0K | 0.00% | +21+5.2% | Added |
| Tower Research Capital LLC (TRC) | 358 | $59.1K | 0.00% | −2,572−87.8% | Reduced |
| Harbour Investments, Inc. | 355 | $58.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 354 | $58.6K | 0.00% | −153−30.2% | Reduced |
| Jones Financial Companies LLLP | 345 | $57.5K | 0.00% | −25−6.8% | Reduced |
| Quest Partners LLC | 345 | $57.0K | 0.01% | −23−6.3% | Reduced |
| Amalgamated Bank | 289 | $48.0K | 0.00% | +1+0.3% | Added |
| GAMMA Investing LLC | 256 | $42.3K | 0.00% | +21+8.9% | Added |
| Catalyst Capital Advisors LLC | 220 | $36.3K | 0.00% | +220 | New |
| Steward Partners Investment Advisory, LLC | 200 | $33.0K | 0.00% | −180−47.4% | Reduced |
| Smithfield Trust Co | 170 | $28.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 148 | $24.4K | 0.00% | +148 | New |
| J.Safra Asset Management Corp | 147 | $24.3K | 0.00% | +9+6.5% | Added |
| Ronald Blue Trust, Inc. | 133 | $22.0K | 0.00% | +15+12.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 128 | $21.1K | 0.00% | +116+966.7% | Added |
| Federated Hermes, Inc. | 111 | $18.3K | 0.00% | −116−51.1% | Reduced |
| Covestor Ltd | 91 | $15.0K | 0.01% | −746−89.1% | Reduced |
| Matrix Trust Co | 90 | $15.0K | 0.00% | +4+4.7% | Added |
| Versant Capital Management, Inc | 81 | $13.4K | 0.00% | +70+636.4% | Added |
| Clear Street Markets LLC | 67 | $11.1K | 0.01% | +67 | New |
| SBI Securities Co., Ltd. | 55 | $9.08K | 0.00% | −5−8.3% | Reduced |
| Harbor Capital Advisors, Inc. | 54 | $9.00K | 0.00% | +15+38.5% | Added |
| US Bancorp | 49 | $8.09K | 0.00% | +17+53.1% | Added |
| Ci Investments Inc. | 50 | $8.00K | 0.00% | −14−21.9% | Reduced |