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 |
|---|---|---|---|---|---|
| J.Safra Asset Management Corp | 36 | $17.2K | 0.00% | +18+100.0% | Added |
| The PNC Financial Services Group, Inc. | 36 | $17.2K | 0.00% | +20+125.0% | Added |
| Salem Investment Counselors Inc | 35 | $16.7K | 0.00% | +35 | New |
| Rothschild Investment LLC | 35 | $16.7K | 0.00% | +3+9.4% | Added |
| Quadrant Capital Group LLC | 34 | $16.2K | 0.00% | −7−17.1% | Reduced |
| Signature Equity Partners, LLC | 33 | $15.7K | 0.01% | −13−28.3% | Reduced |
| TD Waterhouse Canada Inc. | 26 | $12.6K | 0.00% | −5−16.1% | Reduced |
| Toth Financial Advisory Corp | 23 | $11.0K | 0.00% | +23 | New |
| Fortitude Family Office, LLC | 22 | $10.5K | 0.00% | +15+214.3% | Added |
| CVA Family Office, LLC | 22 | $10.5K | 0.00% | +22 | New |
| Essential Partners LLC | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 19 | $9.05K | 0.00% | −1−5.0% | Reduced |
| Private Trust Co NA | 19 | $9.05K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 19 | $9.05K | 0.00% | +8+72.7% | Added |
| Basecamp Wealth Advisors LLC | 18 | $8.58K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $8.10K | 0.00% | +1+6.3% | Added |
| Aventura Private Wealth, LLC | 15 | $7.15K | 0.00% | +15 | New |
| Keating Financial Advisory Services, Inc. | 14 | $6.67K | 0.00% | +2+16.7% | Added |
| Brown Brothers Harriman & Co | 13 | $6.19K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 12 | $5.72K | 0.00% | +2+20.0% | Added |
| Parkside Financial Bank & Trust | 10 | $4.76K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 10 | $4.76K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 10 | $4.76K | 0.00% | +10 | New |
| McMillan Office, Inc. | 8 | $3.81K | 0.00% | +8 | New |
| SRS Capital Advisors, Inc. | 7 | $3.54K | 0.00% | −9−56.3% | Reduced |
| Rossby Financial, LCC | 7 | $3.39K | 0.00% | +1+16.7% | Added |
| Bell Investment Advisors, Inc | 6 | $2.86K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $2.86K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $2.38K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $2.38K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 5 | $2.00K | 0.00% | −2−28.6% | Reduced |
| Bogart Wealth, LLC | 4 | $1.91K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 4 | $1.91K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 4 | $1.91K | 0.00% | +4 | New |
| Westfuller Advisors, LLC | 3 | $1.64K | 0.00% | −2−40.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $1.43K | 0.00% | +1+50.0% | Added |
| WPG Advisers, LLC | 3 | $1.43K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 3 | $1.43K | 0.00% | +3 | New |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $953 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $953 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $953 | 0.00% | +2 | New |
| Portus Wealth Advisors, LLC | 2 | $953 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $952 | 0.00% | +1+100.0% | Added |
| Aster Capital Management (DIFC) Ltd | 3 | $495 | 0.00% | +3 | New |
| TFC Financial Management | 1 | $477 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1 | $477 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $476 | 0.00% | −7−87.5% | Reduced |
| Massmutual Trust Co FSB | 1 | $476 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $476 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $476 | 0.00% | +1 | New |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −77,082−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −15,562−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −9,894−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −8,351−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −7,969−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,209−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −6,534−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −4,793−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −3,741−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −3,681−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −3,295−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,987−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,472−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,509−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,173−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −1,119−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| Dutch Asset Corp | 0 | $0 | 0.00% | −974−100.0% | Sold out |
| Comprehensive Financial Planning, Inc. | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −926−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −814−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −784−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −736−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −695−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −519−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −512−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −454−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −262−100.0% | Sold out |
| Greenline Wealth Management LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Atlantic Private Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Keystone Investors Pte Ltd | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |