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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, Q1 2026

Institutional positions in IES Holdings, Inc. as of Mar 31, 2026. 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
351
+15 vs. Q4 2025
Shares held
19.2M
+1.20M (+6.6%) vs. Q4 2025
Total value
$9.13B
+$2.13B (+30.5%) vs. Q4 2025
New holders
60
133 more added
Sold out
45
106 more reduced

8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 351 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 heldQ1 2026: $9.13B
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, Q1 2026

Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q4 2025.

Institutions holding IESC in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Rakuten Securities, Inc.1$4760.00%−7−87.5%Reduced
Massmutual Trust Co FSB1$4760.00%00.0%Unchanged
Curio Wealth, LLC1$4760.00%+1New
Hughes Financial Services, LLC1$4760.00%+1New
TFC Financial Management1$4770.00%00.0%Unchanged
Marquette Asset Management, LLC1$4770.00%+1New
Aster Capital Management (DIFC) Ltd3$4950.00%+3New
Bay Harbor Wealth Management, LLC2$9520.00%+1+100.0%Added
HFM Investment Advisors, LLC2$9530.00%00.0%Unchanged
Sunbelt Securities, Inc.2$9530.00%00.0%Unchanged
Vermillion Wealth Management, Inc.2$9530.00%+2New
Portus Wealth Advisors, LLC2$9530.00%+2New
Avion Wealth3$1.00K0.00%00.0%Unchanged
WPG Advisers, LLC3$1.43K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC3$1.43K0.00%+3New
SJS Investment Consulting Inc.3$1.43K0.00%+1+50.0%Added
Westfuller Advisors, LLC3$1.64K0.00%−2−40.0%Reduced
Bogart Wealth, LLC4$1.91K0.00%00.0%Unchanged
SHP Wealth Management4$1.91K0.00%00.0%Unchanged
WFA of San Diego, LLC4$1.91K0.00%+4New
Bessemer Group Inc5$2.00K0.00%−2−28.6%Reduced
Bare Financial Services, Inc5$2.38K0.00%00.0%Unchanged
Rialto Wealth Management, LLC5$2.38K0.00%00.0%Unchanged
Bell Investment Advisors, Inc6$2.86K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$2.86K0.00%00.0%Unchanged
Rossby Financial, LCC7$3.39K0.00%+1+16.7%Added
SRS Capital Advisors, Inc.7$3.54K0.00%−9−56.3%Reduced
McMillan Office, Inc.8$3.81K0.00%+8New
Parkside Financial Bank & Trust10$4.76K0.00%00.0%Unchanged
Altshuler Shaham Ltd10$4.76K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio10$4.76K0.00%+10New
Assetmark, Inc12$5.72K0.00%+2+20.0%Added
Brown Brothers Harriman & Co13$6.19K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.14$6.67K0.00%+2+16.7%Added
Aventura Private Wealth, LLC15$7.15K0.00%+15New
JFS Wealth Advisors, LLC17$8.10K0.00%+1+6.3%Added
Basecamp Wealth Advisors LLC18$8.58K0.00%00.0%Unchanged
LRI Investments, LLC19$9.05K0.00%−1−5.0%Reduced
Private Trust Co NA19$9.05K0.00%00.0%Unchanged
Allworth Financial LP19$9.05K0.00%+8+72.7%Added
Essential Partners LLC21$10.0K0.00%00.0%Unchanged
Fortitude Family Office, LLC22$10.5K0.00%+15+214.3%Added
CVA Family Office, LLC22$10.5K0.00%+22New
Toth Financial Advisory Corp23$11.0K0.00%+23New
TD Waterhouse Canada Inc.26$12.6K0.00%−5−16.1%Reduced
Signature Equity Partners, LLC33$15.7K0.01%−13−28.3%Reduced
Quadrant Capital Group LLC34$16.2K0.00%−7−17.1%Reduced
Rothschild Investment LLC35$16.7K0.00%+3+9.4%Added
Salem Investment Counselors Inc35$16.7K0.00%+35New
J.Safra Asset Management Corp36$17.2K0.00%+18+100.0%Added
The PNC Financial Services Group, Inc.36$17.2K0.00%+20+125.0%Added
National Bank of Canada38$18.1K0.00%+6+18.8%Added
Covestor Ltd39$19.0K0.01%−18−31.6%Reduced
Kemnay Advisory Services Inc.40$19.1K0.00%−16−28.6%Reduced
Northwestern Mutual Wealth Management Co40$19.1K0.00%00.0%Unchanged
Eastern Bank46$21.9K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.46$22.0K0.00%+9+24.3%Added
Whittier Trust Co of Nevada Inc47$23.0K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA51$24.0K0.01%00.0%Unchanged
Optiver Holding B.V.52$24.8K0.00%+20+62.5%Added
Signaturefd, LLC55$26.2K0.00%+25+83.3%Added
First Horizon Corp57$27.2K0.00%+11+23.9%Added
Spire Wealth Management57$27.2K0.00%+57New
Sterling Capital Management LLC59$28.1K0.00%00.0%Unchanged
True Wealth Design, LLC61$29.1K0.01%00.0%Unchanged
Parallel Advisors, LLC62$29.5K0.00%+34+121.4%Added
Root Financial Partners, LLC71$33.8K0.00%+14+24.6%Added
Opal Wealth Advisors, LLC76$36.2K0.01%+76New
Matrix Trust Co78$37.0K0.01%+8+11.4%Added
EverSource Wealth Advisors, LLC78$37.2K0.00%+8+11.4%Added
Versant Capital Management, Inc105$50.0K0.00%+2+1.9%Added
Harvest Fund Management Co., Ltd115$55.0K0.00%+112+3,733.3%Added
Steward Partners Investment Advisory, LLC147$70.0K0.00%+49+50.0%Added
SBI Securities Co., Ltd.157$74.8K0.00%+46+41.4%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.161$76.7K0.00%+36+28.8%Added
Smithfield Trust Co170$81.0K0.00%00.0%Unchanged
Larson Financial Group LLC172$82.0K0.00%+40+30.3%Added
Federated Hermes, Inc.178$84.8K0.00%+103+137.3%Added
US Bancorp218$103.9K0.00%+5+2.3%Added
Catalyst Capital Advisors LLC220$104.8K0.00%00.0%Unchanged
GAMMA Investing LLC253$120.5K0.01%+9+3.7%Added
Smartleaf Asset Management LLC280$123.7K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.291$138.7K0.01%−32−9.9%Reduced
IFP Advisors, Inc293$139.6K0.00%−26−8.2%Reduced
KBC Group NV303$144.0K0.00%00.0%Unchanged
Advisory Services Network, LLC328$156.3K0.00%+328New
Ronald Blue Trust, Inc.337$160.6K0.00%−63−15.8%Reduced
Rockefeller Capital Management L.P.338$161.0K0.00%−44−11.5%Reduced
Los Angeles Capital Management LLC369$175.8K0.00%−86−18.9%Reduced
Fifth Third Bancorp398$189.6K0.00%+398New
Nisa Investment Advisors, LLC405$193.0K0.00%+301+289.4%Added
Brown Advisory Inc420$200.1K0.00%+420New
Brevan Howard Capital Management LP432$205.8K0.00%+432New
Caitong International Asset Management Co., Ltd443$211.1K0.04%−44−9.0%Reduced
J. Team Financial, Inc.448$213.5K0.24%+448New
Gsa Capital Partners LLP453$216.0K0.01%+453New
Jones Financial Companies LLLP460$218.0K0.00%+219+90.9%Added
Connor, Clark & Lunn Investment Management Ltd.458$218.2K0.00%+458New
Militia Capital Management LLC458$218.2K0.05%+458New
Jefferies Financial Group Inc.465$221.6K0.00%+465New