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, Q4 2025
Institutional positions in IES Holdings, Inc. as of Dec 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
- 344
- +28 vs. Q3 2025
- Shares held
- 19.0M
- −220.1K (−1.1%) vs. Q3 2025
- Total value
- $7.37B
- −$250.5M (−3.3%) vs. Q3 2025
- New holders
- 65
- 121 more added
- Sold out
- 37
- 104 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 1 | $389 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $389 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1 | $389 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $390 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $778 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $779 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $779 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $1.17K | 0.00% | +3 | New |
| Bogart Wealth, LLC | 4 | $1.56K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 4 | $1.56K | 0.00% | +4 | New |
| Westfuller Advisors, LLC | 5 | $1.83K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $1.95K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $1.95K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 6 | $2.33K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $2.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $2.33K | 0.00% | +2+50.0% | Added |
| Fortitude Family Office, LLC | 7 | $2.72K | 0.00% | +2+40.0% | Added |
| SageView Advisory Group, LLC | 7 | $2.72K | 0.00% | +7 | New |
| Bessemer Group Inc | 7 | $3.00K | 0.00% | −3−30.0% | Reduced |
| Rakuten Securities, Inc. | 8 | $3.11K | 0.00% | +8 | New |
| Altshuler Shaham Ltd | 10 | $3.89K | 0.00% | −2−16.7% | Reduced |
| Assetmark, Inc | 10 | $3.89K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $3.89K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $4.28K | 0.00% | −2−15.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 12 | $4.67K | 0.00% | +12 | New |
| Brown Brothers Harriman & Co | 13 | $5.06K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16 | $6.22K | 0.00% | +9+128.6% | Added |
| SRS Capital Advisors, Inc. | 16 | $6.22K | 0.00% | −132−89.2% | Reduced |
| JFS Wealth Advisors, LLC | 16 | $6.22K | 0.00% | +5+45.5% | Added |
| J.Safra Asset Management Corp | 18 | $7.00K | 0.00% | −3−14.3% | Reduced |
| Basecamp Wealth Advisors LLC | 18 | $7.00K | 0.00% | +18 | New |
| Private Trust Co NA | 19 | $7.39K | 0.00% | +15+375.0% | Added |
| LRI Investments, LLC | 20 | $7.70K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 21 | $8.17K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 28 | $10.9K | 0.00% | +2+7.7% | Added |
| Signaturefd, LLC | 30 | $11.7K | 0.00% | −3−9.1% | Reduced |
| TD Waterhouse Canada Inc. | 31 | $12.1K | 0.00% | +31 | New |
| National Bank of Canada | 32 | $12.4K | 0.00% | +32 | New |
| Optiver Holding B.V. | 32 | $12.4K | 0.00% | −19−37.3% | Reduced |
| Rothschild Investment LLC | 32 | $12.4K | 0.00% | +1+3.2% | Added |
| Harbor Capital Advisors, Inc. | 37 | $14.0K | 0.00% | −1−2.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 40 | $15.6K | 0.00% | +3+8.1% | Added |
| Simplex Trading, LLC | 41 | $15.9K | 0.00% | −670−94.2% | Reduced |
| Quadrant Capital Group LLC | 41 | $15.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 46 | $17.9K | 0.00% | +17+58.6% | Added |
| Eastern Bank | 46 | $17.9K | 0.00% | +46 | New |
| Signature Equity Partners, LLC | 46 | $17.9K | 0.01% | +46 | New |
| Whittier Trust Co of Nevada Inc | 47 | $19.4K | 0.00% | +47 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 51 | $20.0K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 56 | $21.8K | 0.00% | +56 | New |
| Root Financial Partners, LLC | 57 | $22.2K | 0.00% | +2+3.6% | Added |
| Sterling Capital Management LLC | 59 | $23.0K | 0.00% | +37+168.2% | Added |
| Covestor Ltd | 57 | $23.0K | 0.01% | −51−47.2% | Reduced |
| True Wealth Design, LLC | 61 | $23.7K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 70 | $27.0K | 0.00% | +1+1.4% | Added |
| EverSource Wealth Advisors, LLC | 70 | $27.2K | 0.00% | +10+16.7% | Added |
| Federated Hermes, Inc. | 75 | $29.2K | 0.00% | −57−43.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 98 | $38.1K | 0.00% | +77+366.7% | Added |
| International Assets Investment Management, LLC | 98 | $38.1K | 0.00% | +98 | New |
| Versant Capital Management, Inc | 103 | $40.1K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 104 | $40.5K | 0.00% | −9−8.0% | Reduced |
| SBI Securities Co., Ltd. | 111 | $43.2K | 0.00% | +13+13.3% | Added |
| Global Retirement Partners, LLC | 124 | $48.2K | 0.00% | +46+59.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 125 | $49.0K | 0.00% | +38+43.7% | Added |
| Larson Financial Group LLC | 132 | $51.4K | 0.00% | +126+2,100.0% | Added |
| Greenline Wealth Management LLC | 144 | $56.0K | 0.06% | +144 | New |
| CIBC Private Wealth Group, LLC | 156 | $60.7K | 0.00% | +145+1,318.2% | Added |
| Smithfield Trust Co | 170 | $66.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 213 | $82.9K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 220 | $85.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 241 | $93.8K | 0.00% | −36−13.0% | Reduced |
| GAMMA Investing LLC | 244 | $94.9K | 0.00% | +31+14.6% | Added |
| Group One Trading, L.P. | 262 | $101.9K | 0.00% | +50+23.6% | Added |
| Amalgamated Bank | 284 | $110.0K | 0.00% | −5−1.7% | Reduced |
| Smartleaf Asset Management LLC | 280 | $110.4K | 0.00% | +274+4,566.7% | Added |
| KBC Group NV | 303 | $118.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 319 | $124.1K | 0.00% | +107+50.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 323 | $125.7K | 0.01% | +323 | New |
| Harbour Investments, Inc. | 355 | $138.1K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 382 | $148.6K | 0.00% | +106+38.4% | Added |
| Kestra Advisory Services, LLC | 383 | $149.0K | 0.00% | +383 | New |
| Ronald Blue Trust, Inc. | 400 | $155.6K | 0.00% | +28+7.5% | Added |
| Acadian Asset Management LLC | 414 | $161.0K | 0.00% | +414 | New |
| Comerica Bank | 418 | $162.4K | 0.00% | +44+11.8% | Added |
| Globeflex Capital L P | 454 | $176.6K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 455 | $177.1K | 0.00% | +455 | New |
| Caitong International Asset Management Co., Ltd | 487 | $189.5K | 0.05% | +487 | New |
| Atlantic Union Bankshares Corp | 500 | $194.5K | 0.00% | +500 | New |
| Quest Partners LLC | 512 | $199.2K | 0.01% | +69+15.6% | Added |
| KFG Wealth Management, LLC | 518 | $201.5K | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 519 | $201.9K | 0.00% | +519 | New |
| Darden Wealth Group Inc | 520 | $202.3K | 0.10% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 534 | $207.7K | 0.01% | +8+1.5% | Added |
| Skopos Labs, Inc. | 527 | $209.6K | 0.01% | +527 | New |
| Captrust Financial Advisors | 541 | $210.3K | 0.00% | +18+3.4% | Added |
| Inceptionr LLC | 544 | $211.6K | 0.06% | +544 | New |
| Advyzon Investment Management, LLC | 565 | $219.8K | 0.03% | +565 | New |