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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 949 | $369.0K | 0.00% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 935 | $363.7K | 0.00% | −22−2.3% | Reduced |
| Comprehensive Financial Planning, Inc. | 929 | $361.4K | 0.24% | +98+11.8% | Added |
| Jump Financial, LLC | 926 | $360.2K | 0.00% | +926 | New |
| Canada Pension Plan Investment Board | 920 | $357.9K | 0.00% | +920 | New |
| Sanctuary Advisors, LLC | 905 | $351.9K | 0.00% | +255+39.2% | Added |
| Callahan Advisors, LLC | 900 | $350.1K | 0.03% | −100−10.0% | Reduced |
| JustInvest LLC | 898 | $349.3K | 0.00% | +101+12.7% | Added |
| Mercer Global Advisors Inc | 890 | $346.2K | 0.00% | +11+1.3% | Added |
| Swiss Life Asset Management Ltd | 874 | $340.0K | 0.00% | +874 | New |
| Atria Investments LLC | 856 | $333.0K | 0.00% | −31−3.5% | Reduced |
| XML Financial, LLC | 851 | $331.1K | 0.03% | +301+54.7% | Added |
| XTX Topco Ltd | 844 | $328.3K | 0.01% | +844 | New |
| JB Capital Partners LP | 841 | $327.2K | 0.06% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 829 | $322.5K | 0.00% | +829 | New |
| Abel Hall, LLC | 823 | $320.2K | 0.07% | +823 | New |
| Cresset Asset Management, LLC | 814 | $316.7K | 0.00% | +814 | New |
| MML Investors Services, LLC | 784 | $305.0K | 0.00% | +784 | New |
| Ameritas Investment Partners, Inc. | 755 | $293.7K | 0.01% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 739 | $287.5K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 739 | $287.5K | 0.00% | +101+15.8% | Added |
| Forum Financial Management, LP | 736 | $286.3K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 735 | $285.9K | 0.00% | +191+35.1% | Added |
| Xponance, Inc. | 716 | $278.5K | 0.00% | −6−0.8% | Reduced |
| Ayrshire Capital Management LLC | 702 | $273.1K | 0.13% | +107+18.0% | Added |
| Rexford Capital Inc | 700 | $272.3K | 0.21% | +100+16.7% | Added |
| Sheets Smith Wealth Management | 695 | $270.4K | 0.03% | +695 | New |
| Keebeck Wealth Management, LLC | 695 | $270.4K | 0.03% | +695 | New |
| Savant Capital, LLC | 694 | $270.0K | 0.00% | +1+0.1% | Added |
| Oppenheimer Asset Management Inc. | 693 | $269.6K | 0.00% | −17−2.4% | Reduced |
| Prelude Capital Management, LLC | 673 | $261.8K | 0.02% | +673 | New |
| KPP Advisory Services LLC | 664 | $258.3K | 0.04% | +7+1.1% | Added |
| SkyOak Wealth, LLC | 658 | $256.0K | 0.05% | +658 | New |
| Dynamic Technology Lab Private Ltd | 654 | $254.0K | 0.06% | +654 | New |
| Diametric Capital, LP | 647 | $251.7K | 0.07% | −103−13.7% | Reduced |
| denkapparat Operations GmbH | 640 | $249.0K | 0.14% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 628 | $244.6K | 0.00% | 00.0% | Unchanged |
| Vista Finance, LLC | 621 | $241.6K | 0.16% | −31−4.8% | Reduced |
| Tower Research Capital LLC (TRC) | 614 | $238.9K | 0.01% | +131+27.1% | Added |
| Amundi | 605 | $235.4K | 0.00% | +605 | New |
| CIBC World Markets Corp | 598 | $232.6K | 0.00% | +598 | New |
| Oakwell Private Wealth Management, LLC | 592 | $230.3K | 0.04% | −1,775−75.0% | Reduced |
| Stirlingshire Investments, Inc. | 586 | $228.0K | 0.20% | +586 | New |
| Impact Investors, Inc | 573 | $222.9K | 0.15% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 565 | $219.8K | 0.03% | +565 | New |
| Inceptionr LLC | 544 | $211.6K | 0.06% | +544 | New |
| Captrust Financial Advisors | 541 | $210.3K | 0.00% | +18+3.4% | Added |
| Skopos Labs, Inc. | 527 | $209.6K | 0.01% | +527 | New |
| BCJ Capital Management, LLC | 534 | $207.7K | 0.01% | +8+1.5% | Added |
| Darden Wealth Group Inc | 520 | $202.3K | 0.10% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 519 | $201.9K | 0.00% | +519 | New |
| KFG Wealth Management, LLC | 518 | $201.5K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 512 | $199.2K | 0.01% | +69+15.6% | Added |
| Atlantic Union Bankshares Corp | 500 | $194.5K | 0.00% | +500 | New |
| Caitong International Asset Management Co., Ltd | 487 | $189.5K | 0.05% | +487 | New |
| Los Angeles Capital Management LLC | 455 | $177.1K | 0.00% | +455 | New |
| Globeflex Capital L P | 454 | $176.6K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 418 | $162.4K | 0.00% | +44+11.8% | Added |
| Acadian Asset Management LLC | 414 | $161.0K | 0.00% | +414 | New |
| Ronald Blue Trust, Inc. | 400 | $155.6K | 0.00% | +28+7.5% | Added |
| Kestra Advisory Services, LLC | 383 | $149.0K | 0.00% | +383 | New |
| Rockefeller Capital Management L.P. | 382 | $148.6K | 0.00% | +106+38.4% | Added |
| Harbour Investments, Inc. | 355 | $138.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 323 | $125.7K | 0.01% | +323 | New |
| IFP Advisors, Inc | 319 | $124.1K | 0.00% | +107+50.5% | Added |
| KBC Group NV | 303 | $118.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 280 | $110.4K | 0.00% | +274+4,566.7% | Added |
| Amalgamated Bank | 284 | $110.0K | 0.00% | −5−1.7% | Reduced |
| Group One Trading, L.P. | 262 | $101.9K | 0.00% | +50+23.6% | Added |
| GAMMA Investing LLC | 244 | $94.9K | 0.00% | +31+14.6% | Added |
| Jones Financial Companies LLLP | 241 | $93.8K | 0.00% | −36−13.0% | Reduced |
| Catalyst Capital Advisors LLC | 220 | $85.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 213 | $82.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 170 | $66.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 156 | $60.7K | 0.00% | +145+1,318.2% | Added |
| Greenline Wealth Management LLC | 144 | $56.0K | 0.06% | +144 | New |
| Larson Financial Group LLC | 132 | $51.4K | 0.00% | +126+2,100.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 125 | $49.0K | 0.00% | +38+43.7% | Added |
| Global Retirement Partners, LLC | 124 | $48.2K | 0.00% | +46+59.0% | Added |
| SBI Securities Co., Ltd. | 111 | $43.2K | 0.00% | +13+13.3% | Added |
| Nisa Investment Advisors, LLC | 104 | $40.5K | 0.00% | −9−8.0% | Reduced |
| Versant Capital Management, Inc | 103 | $40.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Federated Hermes, Inc. | 75 | $29.2K | 0.00% | −57−43.2% | Reduced |
| EverSource Wealth Advisors, LLC | 70 | $27.2K | 0.00% | +10+16.7% | Added |
| Matrix Trust Co | 70 | $27.0K | 0.00% | +1+1.4% | Added |
| True Wealth Design, LLC | 61 | $23.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 57 | $23.0K | 0.01% | −51−47.2% | Reduced |
| Sterling Capital Management LLC | 59 | $23.0K | 0.00% | +37+168.2% | Added |
| Root Financial Partners, LLC | 57 | $22.2K | 0.00% | +2+3.6% | Added |
| Kemnay Advisory Services Inc. | 56 | $21.8K | 0.00% | +56 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 51 | $20.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 47 | $19.4K | 0.00% | +47 | New |
| 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 |
| Quadrant Capital Group LLC | 41 | $15.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 41 | $15.9K | 0.00% | −670−94.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 40 | $15.6K | 0.00% | +3+8.1% | Added |