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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DnB Asset Management AS | 467 | $222.5K | 0.00% | +467 | New |
| Harbour Investments, Inc. | 485 | $231.4K | 0.00% | +130+36.6% | Added |
| SEB Asset Management AB | 500 | $238.2K | 0.00% | +500 | New |
| Wexford Capital LP | 500 | $238.2K | 0.04% | −500−50.0% | Reduced |
| Atlantic Union Bankshares Corp | 500 | $238.2K | 0.00% | 00.0% | Unchanged |
| Ausbil Investment Management Ltd | 494 | $239.0K | 0.12% | +494 | New |
| nVerses Capital, LLC | 509 | $242.5K | 0.22% | +509 | New |
| Portside Wealth Group, LLC | 511 | $243.5K | 0.03% | +511 | New |
| KFG Wealth Management, LLC | 518 | $246.8K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 519 | $247.3K | 0.02% | −154−22.9% | Reduced |
| CIBC Bancorp USA Inc. | 527 | $251.1K | 0.00% | +527 | New |
| BCJ Capital Management, LLC | 534 | $254.4K | 0.01% | 00.0% | Unchanged |
| Algebris (UK) Ltd | 540 | $256.9K | 0.02% | +540 | New |
| Drucker Wealth 3.0, LLC | 541 | $257.8K | 0.05% | +541 | New |
| Captrust Financial Advisors | 543 | $258.5K | 0.00% | +2+0.4% | Added |
| HighTower Advisors, LLC | 548 | $260.9K | 0.00% | +548 | New |
| Advyzon Investment Management, LLC | 559 | $266.5K | 0.02% | −6−1.1% | Reduced |
| Abel Hall, LLC | 573 | $273.0K | 0.06% | −250−30.4% | Reduced |
| Impact Investors, Inc | 573 | $273.0K | 0.19% | 00.0% | Unchanged |
| Vista Finance, LLC | 592 | $282.1K | 0.22% | −29−4.7% | Reduced |
| Stirlingshire Investments, Inc. | 592 | $282.2K | 0.25% | +6+1.0% | Added |
| TCFG Wealth Management, LLC | 595 | $283.5K | 0.11% | +595 | New |
| TCFG Investment Advisors, LLC | 595 | $283.5K | 0.11% | +595 | New |
| Darden Wealth Group Inc | 615 | $293.0K | 0.15% | +95+18.3% | Added |
| Gotham Asset Management, LLC | 634 | $302.1K | 0.00% | −5,040−88.8% | Reduced |
| denkapparat Operations GmbH | 640 | $304.9K | 0.13% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 670 | $319.2K | 0.01% | +670 | New |
| IMC-Chicago, LLC | 674 | $321.1K | 0.00% | +674 | New |
| Ayrshire Capital Management LLC | 682 | $325.0K | 0.17% | −20−2.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 687 | $332.4K | 0.00% | +687 | New |
| KPP Advisory Services LLC | 699 | $333.1K | 0.05% | +35+5.3% | Added |
| Callahan Advisors, LLC | 700 | $333.5K | 0.03% | −200−22.2% | Reduced |
| Rexford Capital Inc | 700 | $333.5K | 0.24% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 713 | $339.7K | 0.03% | +713 | New |
| Savant Capital, LLC | 718 | $342.1K | 0.00% | +24+3.5% | Added |
| CIBC Asset Management Inc | 739 | $352.1K | 0.00% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 739 | $352.1K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 755 | $359.7K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 766 | $365.0K | 0.00% | +766 | New |
| Tower Research Capital LLC (TRC) | 799 | $380.7K | 0.01% | +185+30.1% | Added |
| Keebeck Wealth Management, LLC | 806 | $384.0K | 0.04% | +111+16.0% | Added |
| Atria Investments LLC | 826 | $393.6K | 0.00% | −30−3.5% | Reduced |
| JB Capital Partners LP | 841 | $400.7K | 0.07% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 848 | $404.0K | 0.00% | +848 | New |
| Xponance, Inc. | 849 | $404.5K | 0.00% | +133+18.6% | Added |
| Capstone Investment Advisors, LLC | 897 | $427.4K | 0.00% | +68+8.2% | Added |
| Mercer Global Advisors Inc | 903 | $430.3K | 0.00% | +13+1.5% | Added |
| Quantinno Capital Management LP | 918 | $437.4K | 0.00% | +183+24.9% | Added |
| United Capital Financial Advisers, LLC | 918 | $437.4K | 0.00% | +918 | New |
| Amundi | 919 | $437.9K | 0.00% | +314+51.9% | Added |
| Layline Advisors, LLC | 920 | $438.4K | 0.49% | +920 | New |
| NBC Securities, Inc. | 923 | $439.8K | 0.03% | −308−25.0% | Reduced |
| XML Financial, LLC | 931 | $443.6K | 0.04% | +80+9.4% | Added |
| Citizens Financial Group Inc | 945 | $450.3K | 0.01% | +10+1.1% | Added |
| Public Employees Retirement Association of Colorado | 949 | $452.0K | 0.00% | 00.0% | Unchanged |
| Aviva PLC | 955 | $455.0K | 0.00% | −278−22.5% | Reduced |
| Great West Life Assurance Co | 952 | $456.0K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 968 | $461.2K | 0.00% | +94+10.8% | Added |
| Diametric Capital, LP | 993 | $473.1K | 0.12% | +346+53.5% | Added |
| Linscomb & Williams, Inc. | 1,000 | $476.5K | 0.02% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,006 | $479.3K | 0.05% | +22+2.2% | Added |
| Oakwell Private Wealth Management, LLC | 1,033 | $492.2K | 0.09% | +441+74.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,043 | $503.2K | 0.00% | −304−22.6% | Reduced |
| Citigroup Inc | 1,066 | $507.9K | 0.00% | −9−0.8% | Reduced |
| MAI Capital Management | 1,072 | $510.8K | 0.00% | +1+0.1% | Added |
| City State Bank | 1,077 | $513.2K | 0.13% | −13−1.2% | Reduced |
| Skopos Labs, Inc. | 1,095 | $521.6K | 0.02% | +568+107.8% | Added |
| D. E. Shaw & Co., Inc. | 1,100 | $524.1K | 0.00% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 1,100 | $524.1K | 0.07% | 00.0% | Unchanged |
| Vestcor Inc | 1,147 | $547.0K | 0.02% | −455−28.4% | Reduced |
| Farther Finance Advisors, LLC | 1,142 | $552.6K | 0.01% | +49+4.5% | Added |
| Pallas Capital Advisors LLC | 1,160 | $552.7K | 0.02% | −20−1.7% | Reduced |
| JustInvest LLC | 1,165 | $555.1K | 0.01% | +267+29.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,223 | $582.7K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 1,248 | $594.6K | 0.01% | +1,248 | New |
| Walleye Capital LLC | 1,288 | $613.7K | 0.00% | +1,288 | New |
| ProShare Advisors LLC | 1,311 | $624.7K | 0.00% | −341−20.6% | Reduced |
| CWM, LLC | 1,324 | $630.8K | 0.00% | +13+1.0% | Added |
| Cerity Partners LLC | 1,339 | $638.0K | 0.00% | +53+4.1% | Added |
| Sanctuary Advisors, LLC | 1,345 | $640.7K | 0.00% | +440+48.6% | Added |
| Inceptionr LLC | 1,349 | $642.8K | 0.15% | +805+148.0% | Added |
| Clifford Capital Partners LLC | 1,366 | $650.9K | 0.11% | +202+17.4% | Added |
| Montgomery Investment Management Inc | 1,370 | $652.8K | 0.22% | +1,370 | New |
| SG Americas Securities, LLC | 1,372 | $654.0K | 0.00% | −9,913−87.8% | Reduced |
| Summit Trail Advisors, LLC | 1,384 | $659.4K | 0.01% | +2+0.1% | Added |
| Cambria Investment Management, L.P. | 1,403 | $668.5K | 0.04% | −46−3.2% | Reduced |
| Pictet Asset Management Holding SA | 1,409 | $671.3K | 0.00% | −14−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,430 | $681.4K | 0.00% | −430−23.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,482 | $706.1K | 0.00% | +243+19.6% | Added |
| Empowered Funds, LLC | 1,515 | $721.9K | 0.00% | +113+8.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,546 | $736.6K | 0.00% | −8,610−84.8% | Reduced |
| Bourgeon Capital Management LLC | 1,564 | $745.2K | 0.13% | −540−25.7% | Reduced |
| Voya Investment Management LLC | 1,567 | $746.6K | 0.00% | −62−3.8% | Reduced |
| Marathon Wealth Advisors LLC | 1,717 | $818.1K | 0.34% | −20−1.2% | Reduced |
| Ritholtz Wealth Management | 1,769 | $842.9K | 0.01% | +85+5.0% | Added |
| CI Private Wealth, LLC | 1,785 | $850.5K | 0.00% | −9−0.5% | Reduced |
| Petra Financial Advisors Inc | 1,843 | $878.1K | 0.54% | +41+2.3% | Added |
| Highland Capital Management, LLC | 1,888 | $899.6K | 0.05% | +688+57.3% | Added |
| Pier 88 Investment Partners LLC | 1,900 | $905.3K | 0.23% | −200−9.5% | Reduced |
| Russell Investments Group, Ltd. | 1,940 | $924.5K | 0.00% | −213−9.9% | Reduced |