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 |
|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | 3,343 | $1.14M | 0.09% | 00.0% | Unchanged |
| Intech Investment Management LLC | 3,838 | $1.14M | 0.01% | −1,866−32.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,715 | $1.10M | 0.09% | +3,715 | New |
| Peterson Wealth Services | 3,698 | $1.10M | 0.30% | +143+4.0% | Added |
| Bourgeon Capital Management LLC | 3,568 | $1.06M | 0.21% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,567 | $1.06M | 0.01% | +1,636+84.7% | Added |
| Moran Wealth Management, LLC | 3,319 | $983.2K | 0.03% | −53−1.6% | Reduced |
| Qube Research & Technologies Ltd | 3,276 | $970.4K | 0.00% | −41,909−92.7% | Reduced |
| PFG Advisors | 3,255 | $964.2K | 0.05% | −65−2.0% | Reduced |
| STRS Ohio | 3,200 | $947.9K | 0.00% | −900−22.0% | Reduced |
| Great West Life Assurance Co | 3,094 | $919.0K | 0.00% | +735+31.2% | Added |
| CI Private Wealth, LLC | 3,102 | $918.9K | 0.00% | +87+2.9% | Added |
| Envestnet Asset Management Inc | 2,985 | $884.2K | 0.00% | +498+20.0% | Added |
| Navellier & Associates Inc | 2,931 | $868.3K | 0.11% | +45+1.6% | Added |
| State Board of Administration of Florida Retirement System | 2,731 | $809.0K | 0.00% | +571+26.4% | Added |
| Arizona State Retirement System | 2,625 | $777.6K | 0.00% | +65+2.5% | Added |
| Stifel Financial Corp | 2,593 | $768.1K | 0.00% | −48−1.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,507 | $742.6K | 0.01% | −472−15.8% | Reduced |
| Cannon Global Investment Management, LLC | 2,500 | $740.6K | 2.01% | +2,500 | New |
| Voya Investment Management LLC | 2,478 | $734.1K | 0.00% | +250+11.2% | Added |
| Cambria Investment Management, L.P. | 2,412 | $714.5K | 0.05% | −67−2.7% | Reduced |
| Ausbil Investment Management Ltd | 2,386 | $706.8K | 0.41% | +2,386 | New |
| Oakwell Private Wealth Management, LLC | 2,367 | $701.2K | 0.16% | −7,672−76.4% | Reduced |
| Creative Planning | 2,346 | $695.0K | 0.00% | +588+33.4% | Added |
| Versor Investments LP | 2,300 | $681.3K | 0.12% | +2,300 | New |
| Mariner, LLC | 2,263 | $670.4K | 0.00% | +573+33.9% | Added |
| Florida Financial Advisors, LLC | 2,248 | $665.9K | 0.22% | +741+49.2% | Added |
| Two Sigma Advisers, LP | 2,100 | $622.1K | 0.00% | −17,400−89.2% | Reduced |
| Gotham Asset Management, LLC | 2,079 | $615.9K | 0.00% | −2,125−50.5% | Reduced |
| Balyasny Asset Management LLC | 2,054 | $608.5K | 0.00% | −17−0.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,030 | $601.3K | 0.01% | +234+13.0% | Added |
| 1st Source Bank | 2,000 | $592.5K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,959 | $580.3K | 0.07% | +61+3.2% | Added |
| ProShare Advisors LLC | 1,854 | $549.2K | 0.00% | +73+4.1% | Added |
| Winton Group Ltd | 1,840 | $545.1K | 0.03% | +1,840 | New |
| Jane Street Group, LLC | 1,805 | $534.7K | 0.00% | +1,805 | New |
| KLP Kapitalforvaltning AS | 1,800 | $533.2K | 0.00% | −100−5.3% | Reduced |
| Petra Financial Advisors Inc | 1,793 | $531.1K | 0.34% | +1,793 | New |
| Aviva PLC | 1,769 | $524.0K | 0.00% | −1,719−49.3% | Reduced |
| GWM Advisors LLC | 1,739 | $515.1K | 0.00% | −2−0.1% | Reduced |
| Optimum Investment Advisors | 1,715 | $508.0K | 0.22% | +335+24.3% | Added |
| Ritholtz Wealth Management | 1,714 | $507.7K | 0.01% | −426−19.9% | Reduced |
| Cynosure Management, LLC | 1,532 | $453.8K | 0.05% | −489−24.2% | Reduced |
| Teacher Retirement System of Texas | 1,520 | $450.3K | 0.00% | −1,053−40.9% | Reduced |
| FORA Capital, LLC | 1,507 | $446.4K | 0.05% | +1,507 | New |
| Arete Wealth Advisors, LLC | 1,459 | $432.0K | 0.03% | +5+0.3% | Added |
| NBC Securities, Inc. | 1,438 | $425.0K | 0.03% | +1,438 | New |
| Toroso Investments, LLC | 1,407 | $416.8K | 0.00% | −920−39.5% | Reduced |
| Wexford Capital LP | 1,400 | $414.7K | 0.12% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 1,404 | $406.2K | 0.05% | +66+4.9% | Added |
| Commonwealth Equity Services, LLC | 1,328 | $393.0K | 0.00% | −24−1.8% | Reduced |
| CWM, LLC | 1,313 | $389.0K | 0.00% | −41−3.0% | Reduced |
| Summit Trail Advisors, LLC | 1,280 | $379.2K | 0.01% | −58−4.3% | Reduced |
| Highland Capital Management, LLC | 1,258 | $372.7K | 0.02% | −36−2.8% | Reduced |
| SG Americas Securities, LLC | 1,245 | $369.0K | 0.00% | +1,245 | New |
| Prudential Financial Inc | 1,321 | $365.2K | 0.00% | +1,321 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,223 | $362.3K | 0.00% | 00.0% | Unchanged |
| Brant Point Investment Management LLC | 1,200 | $355.5K | 0.08% | −7,690−86.5% | Reduced |
| Pallas Capital Advisors LLC | 1,179 | $349.3K | 0.01% | +1,179 | New |
| City State Bank | 1,145 | $339.2K | 0.11% | −50−4.2% | Reduced |
| Souders Financial Advisors | 1,139 | $337.4K | 0.04% | +1,139 | New |
| QRG Capital Management, Inc. | 1,117 | $330.9K | 0.00% | +1,117 | New |
| CIBC World Markets Corp | 1,114 | $330.0K | 0.00% | −712−39.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,107 | $327.9K | 0.01% | +749+209.2% | Added |
| 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 |
| Pictet Asset Management Holding SA | 1,099 | $325.6K | 0.00% | −132−10.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,090 | $322.9K | 0.00% | +384+54.4% | Added |
| MAI Capital Management | 1,070 | $317.0K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 1,050 | $311.0K | 0.03% | +1,050 | New |
| Golden State Equity Partners | 1,025 | $303.6K | 0.06% | +1,025 | New |
| Hennion & Walsh Asset Management, Inc. | 1,002 | $296.8K | 0.01% | +1,002 | New |
| Linscomb & Williams, Inc. | 1,000 | $296.2K | 0.01% | +1,000 | New |
| Callahan Advisors, LLC | 1,000 | $296.2K | 0.03% | +1,000 | New |
| Cambridge Investment Research Advisors, Inc. | 996 | $295.0K | 0.00% | +996 | New |
| Atria Investments LLC | 982 | $290.9K | 0.00% | +982 | New |
| Mercer Global Advisors Inc | 928 | $274.9K | 0.00% | +928 | New |
| HSBC Holdings PLC | 929 | $274.7K | 0.00% | +929 | New |
| Ameritas Investment Partners, Inc. | 923 | $273.4K | 0.01% | +62+7.2% | Added |
| Oppenheimer Asset Management Inc. | 913 | $270.5K | 0.00% | +913 | New |
| Wealth Enhancement Advisory Services, LLC | 846 | $259.2K | 0.00% | +846 | New |
| Los Angeles Capital Management LLC | 872 | $258.3K | 0.00% | +872 | New |
| Russell Investments Group, Ltd. | 861 | $255.1K | 0.00% | −10,413−92.4% | Reduced |
| Clifford Capital Partners LLC | 858 | $254.2K | 0.05% | +858 | New |
| DRW Securities, LLC | 849 | $251.4K | 0.02% | +849 | New |
| Cerity Partners LLC | 848 | $251.2K | 0.00% | +848 | New |
| JustInvest LLC | 819 | $242.6K | 0.00% | +819 | New |
| Avantax Advisory Services, Inc. | 798 | $236.4K | 0.00% | +798 | New |
| Raymond James Financial Inc | 783 | $231.9K | 0.00% | −10,562−93.1% | Reduced |
| Jupiter Asset Management Ltd | 740 | $219.2K | 0.00% | +740 | New |
| Forum Financial Management, LP | 736 | $218.0K | 0.00% | +736 | New |
| Xponance, Inc. | 715 | $211.8K | 0.00% | +715 | New |
| Rexford Capital Inc | 700 | $207.4K | 0.17% | +700 | New |
| ORG Partners LLC | 714 | $206.5K | 0.04% | +714 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 692 | $205.0K | 0.00% | +692 | New |
| Simplex Trading, LLC | 645 | $191.0K | 0.01% | +645 | New |
| Farther Finance Advisors, LLC | 549 | $162.6K | 0.00% | +548+54,800.0% | Added |
| Federation des caisses Desjardins du Quebec | 536 | $158.8K | 0.00% | +6+1.1% | Added |
| Chesapeake Asset Management LLC | 451 | $133.6K | 0.12% | +451 | New |
| Jones Financial Companies LLLP | 430 | $125.4K | 0.00% | +85+24.6% | Added |