Skip to main content

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.

Institutional holdersQ4 2025: 344 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 heldQ4 2025: $7.37B
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, Q4 2025

Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q3 2025.

Institutions holding IESC in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Harbor Capital Advisors, Inc.37$14.0K0.00%−1−2.6%Reduced
Optiver Holding B.V.32$12.4K0.00%−19−37.3%Reduced
Rothschild Investment LLC32$12.4K0.00%+1+3.2%Added
National Bank of Canada32$12.4K0.00%+32New
TD Waterhouse Canada Inc.31$12.1K0.00%+31New
Signaturefd, LLC30$11.7K0.00%−3−9.1%Reduced
Parallel Advisors, LLC28$10.9K0.00%+2+7.7%Added
Banque Cantonale Vaudoise25$10.0K0.00%00.0%Unchanged
Essential Partners LLC21$8.17K0.00%00.0%Unchanged
LRI Investments, LLC20$7.70K0.00%00.0%Unchanged
Private Trust Co NA19$7.39K0.00%+15+375.0%Added
J.Safra Asset Management Corp18$7.00K0.00%−3−14.3%Reduced
Basecamp Wealth Advisors LLC18$7.00K0.00%+18New
SRS Capital Advisors, Inc.16$6.22K0.00%−132−89.2%Reduced
JFS Wealth Advisors, LLC16$6.22K0.00%+5+45.5%Added
The PNC Financial Services Group, Inc.16$6.22K0.00%+9+128.6%Added
Brown Brothers Harriman & Co13$5.06K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.12$4.67K0.00%+12New
Allworth Financial LP11$4.28K0.00%−2−15.4%Reduced
Parkside Financial Bank & Trust10$3.89K0.00%00.0%Unchanged
Altshuler Shaham Ltd10$3.89K0.00%−2−16.7%Reduced
Assetmark, Inc10$3.89K0.00%00.0%Unchanged
Rakuten Securities, Inc.8$3.11K0.00%+8New
Bessemer Group Inc7$3.00K0.00%−3−30.0%Reduced
SageView Advisory Group, LLC7$2.72K0.00%+7New
Fortitude Family Office, LLC7$2.72K0.00%+2+40.0%Added
DiNuzzo Private Wealth, Inc.6$2.33K0.00%00.0%Unchanged
Bell Investment Advisors, Inc6$2.33K0.00%+2+50.0%Added
Rossby Financial, LCC6$2.33K0.00%+6New
Rialto Wealth Management, LLC5$1.95K0.00%00.0%Unchanged
Bare Financial Services, Inc5$1.95K0.00%00.0%Unchanged
Westfuller Advisors, LLC5$1.83K0.00%00.0%Unchanged
Bogart Wealth, LLC4$1.56K0.00%00.0%Unchanged
SHP Wealth Management4$1.56K0.00%+4New
WPG Advisers, LLC3$1.17K0.00%+3New
Harvest Fund Management Co., Ltd3$1.00K0.00%00.0%Unchanged
Avion Wealth3$1.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.2$7790.00%00.0%Unchanged
HFM Investment Advisors, LLC2$7790.00%00.0%Unchanged
Sunbelt Securities, Inc.2$7780.00%00.0%Unchanged
TFC Financial Management1$3900.00%00.0%Unchanged
Massmutual Trust Co FSB1$3890.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC1$3890.00%00.0%Unchanged
Atlantic Private Wealth, LLC1$3890.00%+1New
Fundsmith Investment Services Ltd.0$00.00%−33,400−100.0%Sold out
Capital Fund Management S.A.0$00.00%−12,676−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−11,470−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−5,866−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−5,254−100.0%Sold out
HighTower Advisors, LLC0$00.00%−4,793−100.0%Sold out
Twin Tree Management, LP0$00.00%−4,059−100.0%Sold out
Baader Bank INC0$00.00%−1,680−100.0%Sold out
Brant Point Investment Management LLC0$00.00%−1,638−100.0%Sold out
Cannon Global Investment Management, LLC0$00.00%−1,400−100.0%Sold out
TradeLink Capital LLC0$00.00%−1,263−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−1,171−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−1,100−100.0%Sold out
Change Path, LLC0$00.00%−1,083−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−1,055−100.0%Sold out
David J Yvars Group0$00.00%−820−100.0%Sold out
Scientech Research LLC0$00.00%−672−100.0%Sold out
JT Stratford LLC0$00.00%−636−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−546−100.0%Sold out
Blair William & Co0$00.00%−525−100.0%Sold out
Exencial Wealth Advisors, LLC0$00.00%−524−100.0%Sold out
PVG Asset Management Corp0$00.00%−521−100.0%Sold out
Consolidated Planning Corp0$00.00%−508−100.0%Sold out
Walleye Capital LLC0$00.00%−242−100.0%Sold out
Advisory Services Network, LLC0$00.00%−230−100.0%Sold out
Spire Wealth Management0$00.00%−100−100.0%Sold out
Ci Investments Inc.0$00.00%−68−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−23−100.0%Sold out
Hollencrest Capital Management0$00.00%−20−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−19−100.0%Sold out
Jackson, Grant Investment Advisers, Inc.0$00.00%−10−100.0%Sold out
Clayton Financial Group LLC0$00.00%−7−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−5−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−4−100.0%Sold out
Rise Advisors, LLC0$00.00%−4−100.0%Sold out
Principal Securities, Inc.0$00.00%−3−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−3−100.0%Sold out
Optimum Investment Advisors––––Not filed
AXA Investment Managers S.A.––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Sheets Smith Investment Management––––Not filed
Hemington Wealth Management––––Not filed