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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, Q2 2025

Institutional positions in IES Holdings, Inc. as of Jun 30, 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
273
+33 vs. Q1 2025
Shares held
19.1M
+221.3K (+1.2%) vs. Q1 2025
Total value
$5.67B
+$2.55B (+81.6%) vs. Q1 2025
New holders
72
88 more added
Sold out
39
86 more reduced

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 273 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 heldQ2 2025: $5.67B
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, Q2 2025

Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q1 2025.

Institutions holding IESC in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth3$00.00%+3New
Caitong International Asset Management Co., Ltd1$2960.00%−2−66.7%Reduced
Parkworth Wealth Management, Inc.1$2960.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC1$2960.00%+1New
TFC Financial Management1$2970.00%00.0%Unchanged
Rise Advisors, LLC2$5920.00%−4−66.7%Reduced
Tortoise Investment Management, LLC2$5920.00%+2New
Larson Financial Group LLC2$5920.00%+2New
Bare Financial Services, Inc2$5920.00%+2New
HFM Investment Advisors, LLC2$5920.00%+2New
SJS Investment Consulting Inc.2$5930.00%00.0%Unchanged
WealthTrak Capital Management LLC2$5930.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC2$7070.00%+2New
Stephens Consulting, LLC4$1.19K0.00%−1−20.0%Reduced
Bogart Wealth, LLC4$1.19K0.00%00.0%Unchanged
Rialto Wealth Management, LLC4$1.19K0.00%+1+33.3%Added
Private Trust Co NA4$1.19K0.00%+4New
Capital A Wealth Management, LLC17$1.35K0.02%+17New
Quarry LP5$1.48K0.00%−11−68.8%Reduced
Fortitude Family Office, LLC5$1.48K0.00%+5New
DiNuzzo Private Wealth, Inc.6$1.78K0.00%+3+100.0%Added
The PNC Financial Services Group, Inc.7$2.07K0.00%+7New
Global Retirement Partners, LLC7$2.07K0.00%+7New
Kestra Investment Management, LLC10$2.83K0.00%+9+900.0%Added
Jackson, Grant Investment Advisers, Inc.10$2.96K0.00%00.0%Unchanged
Assetmark, Inc10$2.96K0.00%+10New
Parkside Financial Bank & Trust10$2.96K0.00%+10New
Allworth Financial LP11$3.26K0.00%+4+57.1%Added
JFS Wealth Advisors, LLC11$3.26K0.00%+5+83.3%Added
Brown Brothers Harriman & Co13$3.85K0.00%+13New
Bell Investment Advisors, Inc16$4.74K0.00%−13−44.8%Reduced
LRI Investments, LLC20$5.86K0.00%00.0%Unchanged
Hollencrest Capital Management20$5.92K0.00%00.0%Unchanged
Essential Partners LLC20$5.92K0.00%+20New
Signaturefd, LLC22$6.52K0.00%−20−47.6%Reduced
Sterling Capital Management LLC22$6.52K0.00%+13+144.4%Added
Clearstead Advisors, LLC22$6.52K0.00%+22New
Banque Cantonale Vaudoise25$7.00K0.00%−25−50.0%Reduced
Parallel Advisors, LLC25$7.41K0.00%+1+4.2%Added
Hemington Wealth Management28$8.00K0.00%+12+75.0%Added
Rothschild Investment LLC36$10.7K0.00%00.0%Unchanged
SBI Securities Co., Ltd.38$11.3K0.00%−17−30.9%Reduced
Harbor Capital Advisors, Inc.42$12.0K0.00%−12−22.2%Reduced
First Horizon Advisors, Inc.43$12.7K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA51$15.0K0.00%00.0%Unchanged
Optiver Holding B.V.52$15.4K0.00%+50+2,500.0%Added
US Bancorp60$17.8K0.00%+11+22.4%Added
Ci Investments Inc.62$18.0K0.00%+12+24.0%Added
True Wealth Design, LLC61$18.1K0.01%+38+165.2%Added
EverSource Wealth Advisors, LLC62$18.4K0.00%+17+37.8%Added
Federated Hermes, Inc.69$20.4K0.00%−42−37.8%Reduced
Covestor Ltd83$24.0K0.01%−8−8.8%Reduced
Opal Wealth Advisors, LLC84$24.9K0.01%+84New
Matrix Trust Co86$25.0K0.00%−4−4.4%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.87$26.0K0.00%+87New
Skopos Labs, Inc.91$27.0K0.00%+83+1,037.5%Added
IFP Advisors, Inc83$28.1K0.00%−2,606−96.9%Reduced
Versant Capital Management, Inc103$30.5K0.00%+22+27.2%Added
Nisa Investment Advisors, LLC113$33.5K0.00%+101+841.7%Added
J.Safra Asset Management Corp114$33.8K0.00%−33−22.4%Reduced
Skandinaviska Enskilda Banken AB (publ)128$37.9K0.00%00.0%Unchanged
Mount Yale Investment Advisors, LLC157$46.5K0.00%+157New
Smithfield Trust Co170$50.0K0.00%00.0%Unchanged
Quest Partners LLC203$60.1K0.01%−142−41.2%Reduced
Catalyst Capital Advisors LLC220$65.2K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.243$72.0K0.00%+110+82.7%Added
Sunbelt Securities, Inc.395$79.4K0.01%+395New
GAMMA Investing LLC285$84.4K0.01%+29+11.3%Added
Amalgamated Bank289$86.0K0.00%00.0%Unchanged
Quantbot Technologies LP301$89.2K0.00%+301New
KBC Group NV303$90.0K0.00%−119−28.2%Reduced
Harbour Investments, Inc.355$105.2K0.00%00.0%Unchanged
Comerica Bank375$111.1K0.00%+21+5.9%Added
Jones Financial Companies LLLP430$125.4K0.00%+85+24.6%Added
Chesapeake Asset Management LLC451$133.6K0.12%+451New
Federation des caisses Desjardins du Quebec536$158.8K0.00%+6+1.1%Added
Farther Finance Advisors, LLC549$162.6K0.00%+548+54,800.0%Added
Simplex Trading, LLC645$191.0K0.01%+645New
Universal- Beteiligungs- und Servicegesellschaft mbH692$205.0K0.00%+692New
ORG Partners LLC714$206.5K0.04%+714New
Rexford Capital Inc700$207.4K0.17%+700New
Xponance, Inc.715$211.8K0.00%+715New
Forum Financial Management, LP736$218.0K0.00%+736New
Jupiter Asset Management Ltd740$219.2K0.00%+740New
Raymond James Financial Inc783$231.9K0.00%−10,562−93.1%Reduced
Avantax Advisory Services, Inc.798$236.4K0.00%+798New
JustInvest LLC819$242.6K0.00%+819New
Cerity Partners LLC848$251.2K0.00%+848New
DRW Securities, LLC849$251.4K0.02%+849New
Clifford Capital Partners LLC858$254.2K0.05%+858New
Russell Investments Group, Ltd.861$255.1K0.00%−10,413−92.4%Reduced
Los Angeles Capital Management LLC872$258.3K0.00%+872New
Wealth Enhancement Advisory Services, LLC846$259.2K0.00%+846New
Oppenheimer Asset Management Inc.913$270.5K0.00%+913New
Ameritas Investment Partners, Inc.923$273.4K0.01%+62+7.2%Added
HSBC Holdings PLC929$274.7K0.00%+929New
Mercer Global Advisors Inc928$274.9K0.00%+928New
Atria Investments LLC982$290.9K0.00%+982New
Cambridge Investment Research Advisors, Inc.996$295.0K0.00%+996New
Linscomb & Williams, Inc.1,000$296.2K0.01%+1,000New