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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Callahan Advisors, LLC | 1,000 | $296.2K | 0.03% | +1,000 | New |
| Hennion & Walsh Asset Management, Inc. | 1,002 | $296.8K | 0.01% | +1,002 | New |
| Golden State Equity Partners | 1,025 | $303.6K | 0.06% | +1,025 | New |
| Keystone Financial Group | 1,050 | $311.0K | 0.03% | +1,050 | New |
| MAI Capital Management | 1,070 | $317.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,090 | $322.9K | 0.00% | +384+54.4% | Added |
| Pictet Asset Management Holding SA | 1,099 | $325.6K | 0.00% | −132−10.7% | Reduced |
| D. E. Shaw & Co., Inc. | 1,100 | $325.9K | 0.00% | +1,100 | New |
| BlueSky Wealth Advisors, LLC | 1,100 | $325.9K | 0.05% | +1,100 | New |
| Tower Research Capital LLC (TRC) | 1,107 | $327.9K | 0.01% | +749+209.2% | Added |
| CIBC World Markets Corp | 1,114 | $330.0K | 0.00% | −712−39.0% | Reduced |
| QRG Capital Management, Inc. | 1,117 | $330.9K | 0.00% | +1,117 | New |
| Souders Financial Advisors | 1,139 | $337.4K | 0.04% | +1,139 | New |
| City State Bank | 1,145 | $339.2K | 0.11% | −50−4.2% | Reduced |
| Pallas Capital Advisors LLC | 1,179 | $349.3K | 0.01% | +1,179 | New |
| Brant Point Investment Management LLC | 1,200 | $355.5K | 0.08% | −7,690−86.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,223 | $362.3K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 1,321 | $365.2K | 0.00% | +1,321 | New |
| SG Americas Securities, LLC | 1,245 | $369.0K | 0.00% | +1,245 | New |
| Highland Capital Management, LLC | 1,258 | $372.7K | 0.02% | −36−2.8% | Reduced |
| Summit Trail Advisors, LLC | 1,280 | $379.2K | 0.01% | −58−4.3% | Reduced |
| CWM, LLC | 1,313 | $389.0K | 0.00% | −41−3.0% | Reduced |
| Commonwealth Equity Services, LLC | 1,328 | $393.0K | 0.00% | −24−1.8% | Reduced |
| Insight Wealth Strategies, LLC | 1,404 | $406.2K | 0.05% | +66+4.9% | Added |
| Wexford Capital LP | 1,400 | $414.7K | 0.12% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,407 | $416.8K | 0.00% | −920−39.5% | Reduced |
| NBC Securities, Inc. | 1,438 | $425.0K | 0.03% | +1,438 | New |
| Arete Wealth Advisors, LLC | 1,459 | $432.0K | 0.03% | +5+0.3% | Added |
| FORA Capital, LLC | 1,507 | $446.4K | 0.05% | +1,507 | New |
| Teacher Retirement System of Texas | 1,520 | $450.3K | 0.00% | −1,053−40.9% | Reduced |
| Cynosure Management, LLC | 1,532 | $453.8K | 0.05% | −489−24.2% | Reduced |
| Ritholtz Wealth Management | 1,714 | $507.7K | 0.01% | −426−19.9% | Reduced |
| Optimum Investment Advisors | 1,715 | $508.0K | 0.22% | +335+24.3% | Added |
| GWM Advisors LLC | 1,739 | $515.1K | 0.00% | −2−0.1% | Reduced |
| Aviva PLC | 1,769 | $524.0K | 0.00% | −1,719−49.3% | Reduced |
| Petra Financial Advisors Inc | 1,793 | $531.1K | 0.34% | +1,793 | New |
| KLP Kapitalforvaltning AS | 1,800 | $533.2K | 0.00% | −100−5.3% | Reduced |
| Jane Street Group, LLC | 1,805 | $534.7K | 0.00% | +1,805 | New |
| Winton Group Ltd | 1,840 | $545.1K | 0.03% | +1,840 | New |
| ProShare Advisors LLC | 1,854 | $549.2K | 0.00% | +73+4.1% | Added |
| Two Sigma Securities, LLC | 1,959 | $580.3K | 0.07% | +61+3.2% | Added |
| 1st Source Bank | 2,000 | $592.5K | 0.03% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,030 | $601.3K | 0.01% | +234+13.0% | Added |
| Balyasny Asset Management LLC | 2,054 | $608.5K | 0.00% | −17−0.8% | Reduced |
| Gotham Asset Management, LLC | 2,079 | $615.9K | 0.00% | −2,125−50.5% | Reduced |
| Two Sigma Advisers, LP | 2,100 | $622.1K | 0.00% | −17,400−89.2% | Reduced |
| Florida Financial Advisors, LLC | 2,248 | $665.9K | 0.22% | +741+49.2% | Added |
| Mariner, LLC | 2,263 | $670.4K | 0.00% | +573+33.9% | Added |
| Versor Investments LP | 2,300 | $681.3K | 0.12% | +2,300 | New |
| Creative Planning | 2,346 | $695.0K | 0.00% | +588+33.4% | Added |
| Oakwell Private Wealth Management, LLC | 2,367 | $701.2K | 0.16% | −7,672−76.4% | Reduced |
| Ausbil Investment Management Ltd | 2,386 | $706.8K | 0.41% | +2,386 | New |
| Cambria Investment Management, L.P. | 2,412 | $714.5K | 0.05% | −67−2.7% | Reduced |
| Voya Investment Management LLC | 2,478 | $734.1K | 0.00% | +250+11.2% | Added |
| Cannon Global Investment Management, LLC | 2,500 | $740.6K | 2.01% | +2,500 | New |
| O'Shaughnessy Asset Management, LLC | 2,507 | $742.6K | 0.01% | −472−15.8% | Reduced |
| Stifel Financial Corp | 2,593 | $768.1K | 0.00% | −48−1.8% | Reduced |
| Arizona State Retirement System | 2,625 | $777.6K | 0.00% | +65+2.5% | Added |
| State Board of Administration of Florida Retirement System | 2,731 | $809.0K | 0.00% | +571+26.4% | Added |
| Navellier & Associates Inc | 2,931 | $868.3K | 0.11% | +45+1.6% | Added |
| Envestnet Asset Management Inc | 2,985 | $884.2K | 0.00% | +498+20.0% | Added |
| CI Private Wealth, LLC | 3,102 | $918.9K | 0.00% | +87+2.9% | Added |
| Great West Life Assurance Co | 3,094 | $919.0K | 0.00% | +735+31.2% | Added |
| STRS Ohio | 3,200 | $947.9K | 0.00% | −900−22.0% | Reduced |
| PFG Advisors | 3,255 | $964.2K | 0.05% | −65−2.0% | Reduced |
| Qube Research & Technologies Ltd | 3,276 | $970.4K | 0.00% | −41,909−92.7% | Reduced |
| Moran Wealth Management, LLC | 3,319 | $983.2K | 0.03% | −53−1.6% | Reduced |
| Alps Advisors Inc | 3,567 | $1.06M | 0.01% | +1,636+84.7% | Added |
| Bourgeon Capital Management LLC | 3,568 | $1.06M | 0.21% | 00.0% | Unchanged |
| Peterson Wealth Services | 3,698 | $1.10M | 0.30% | +143+4.0% | Added |
| Strategic Wealth Partners, Ltd. | 3,715 | $1.10M | 0.09% | +3,715 | New |
| Intech Investment Management LLC | 3,838 | $1.14M | 0.01% | −1,866−32.7% | Reduced |
| Bridgewater Advisors Inc. | 3,343 | $1.14M | 0.09% | 00.0% | Unchanged |
| Victory Capital Management Inc | 4,366 | $1.29M | 0.00% | −8,195−65.2% | Reduced |
| Hedeker Wealth, LLC | 4,366 | $1.29M | 0.30% | −38−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 4,612 | $1.37M | 0.00% | +3,552+335.1% | Added |
| Virginia Retirement Systems Et Al | 4,900 | $1.45M | 0.01% | −400−7.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,955 | $1.47M | 0.00% | +51+1.0% | Added |
| Handelsbanken Fonder AB | 5,000 | $1.48M | 0.01% | +1,100+28.2% | Added |
| Citigroup Inc | 5,072 | $1.50M | 0.00% | −2,743−35.1% | Reduced |
| MetLife Investment Management | 5,389 | $1.60M | 0.01% | +542+11.2% | Added |
| SEI Investments Co | 5,496 | $1.63M | 0.00% | +2,532+85.4% | Added |
| Verition Fund Management LLC | 5,559 | $1.65M | 0.01% | +5,559 | New |
| Cavalier Investments, LLC | 5,564 | $1.65M | 0.50% | −92−1.6% | Reduced |
| Brinker Capital Investments, LLC | 5,649 | $1.67M | 0.01% | +2,596+85.0% | Added |
| State of Wisconsin Investment Board | 5,775 | $1.71M | 0.00% | −3,064−34.7% | Reduced |
| De Lisle Partners LLP | 6,000 | $1.78M | 0.25% | +6,000 | New |
| Yorktown Management & Research Co Inc | 6,340 | $1.88M | 1.79% | 00.0% | Unchanged |
| Gabelli Funds LLC | 6,500 | $1.93M | 0.01% | −4,200−39.3% | Reduced |
| Truist Financial Corp | 6,929 | $2.05M | 0.00% | −34−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 7,379 | $2.19M | 0.00% | −760−9.3% | Reduced |
| Royal Bank of Canada | 7,415 | $2.20M | 0.00% | +5,660+322.5% | Added |
| LRT Capital Management, LLC | 7,661 | $2.27M | 1.35% | −400−5.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 7,830 | $2.32M | 0.14% | −3,476−30.7% | Reduced |
| Truvestments Capital LLC | 8,042 | $2.38M | 0.48% | +452+6.0% | Added |
| Assenagon Asset Management S.A. | 8,101 | $2.40M | 0.00% | −720−8.2% | Reduced |
| California State Teachers Retirement System | 8,312 | $2.46M | 0.00% | −39−0.5% | Reduced |
| Cetera Investment Advisers | 8,583 | $2.54M | 0.00% | −111−1.3% | Reduced |
| Fiera Capital Corp | 8,679 | $2.57M | 0.01% | −88−1.0% | Reduced |
| Bank of America Corp | 9,468 | $2.80M | 0.00% | −16,569−63.6% | Reduced |