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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, Q2 2026

Institutional positions in IES Holdings, Inc. as of Jun 30, 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
414
+69 vs. Q1 2026
Shares held
19.3M
+134.7K (+0.7%) vs. Q1 2026
Total value
$14.2B
+$5.06B (+55.4%) vs. Q1 2026
New holders
104
121 more added
Sold out
35
145 more reduced

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 414 institutions
Q1 2021: 97 institutionsQ2 2021: 98 institutionsQ3 2021: 95 institutionsQ4 2021: 98 institutionsQ1 2022: 94 institutionsQ2 2022: 81 institutionsQ3 2022: 79 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 heldQ2 2026: $14.2B
Q1 2021: $874.7MQ2 2021: $922.5MQ3 2021: $795.0MQ4 2021: $878.5MQ1 2022: $703.9MQ2 2022: $533.2MQ3 2022: $479.6MQ4 2022: $608.9MQ1 2023: $784.6MQ2 2023: $994.2MQ3 2023: $1.17BQ4 2023: $1.45BQ1 2024: $2.28BQ2 2024: $2.56BQ3 2024: $3.69BQ4 2024: $3.71BQ1 2025: $3.12BQ2 2025: $5.67BQ3 2025: $7.64BQ4 2025: $7.40BQ1 2026: $9.14BQ2 2026: $14.2B
Institutions holding IESC and their total value by quarter
QuarterHoldersValue
Q2 2026414$14.2B
Q1 2026351$9.14B
Q4 2025344$7.40B
Q3 2025321$7.64B
Q2 2025273$5.67B
Q1 2025243$3.12B
Q4 2024255$3.71B
Q3 2024238$3.69B
Q2 2024197$2.56B
Q1 2024157$2.28B
Q4 2023133$1.45B
Q3 2023117$1.17B
Q2 2023101$994.2M
Q1 202390$784.6M
Q4 202282$608.9M
Q3 202279$479.6M
Q2 202281$533.2M
Q1 202294$703.9M
Q4 202198$878.5M
Q3 202195$795.0M
Q2 202198$922.5M
Q1 202197$874.7M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q1 2026.

Institutions holding IESC in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC1$00.00%+1New
Transamerica Financial Advisors, Inc.1$7340.00%+1New
Bay Harbor Wealth Management, LLC1$7350.00%−1−50.0%Reduced
Marquette Asset Management, LLC1$7350.00%00.0%Unchanged
TFC Financial Management1$7350.00%00.0%Unchanged
Massmutual Trust Co FSB1$7350.00%00.0%Unchanged
Huntington National Bank1$7350.00%+1New
Raffa Wealth Management, LLC1$7350.00%+1New
Strengthening Families & Communities, LLC1$7350.00%+1New
Ameriflex Group, Inc.1$7350.00%+1New
Stone House Investment Management, LLC2$1.47K0.00%+2New
Clearstead Advisors, LLC2$1.47K0.00%+2New
Avion Wealth4$2.00K0.00%+1+33.3%Added
SJS Investment Consulting Inc.3$2.20K0.00%00.0%Unchanged
HFM Investment Advisors, LLC3$2.20K0.00%+1+50.0%Added
Westfuller Advisors, LLC3$2.53K0.00%00.0%Unchanged
SHP Wealth Management4$2.94K0.00%00.0%Unchanged
Hughes Financial Services, LLC4$2.94K0.00%+3+300.0%Added
UMA Financial Services, Inc.4$2.94K0.00%+4New
Creative Capital Management Investments LLC4$2.94K0.00%+4New
Bare Financial Services, Inc5$3.67K0.00%00.0%Unchanged
Bogart Wealth, LLC5$3.67K0.00%+1+25.0%Added
WPG Advisers, LLC5$3.67K0.00%+2+66.7%Added
Bell Investment Advisors, Inc6$4.41K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$4.41K0.00%00.0%Unchanged
Rossby Financial, LCC7$5.14K0.00%00.0%Unchanged
Rialto Wealth Management, LLC7$5.14K0.00%+2+40.0%Added
Aventura Private Wealth, LLC8$5.88K0.00%−7−46.7%Reduced
McMillan Office, Inc.8$5.88K0.00%00.0%Unchanged
Action Point Financial Planning, LLC9$6.61K0.00%+9New
Parkside Financial Bank & Trust10$7.34K0.00%00.0%Unchanged
Brown Brothers Harriman & Co13$9.55K0.00%00.0%Unchanged
Covestor Ltd13$10.0K0.01%−26−66.7%Reduced
Bessemer Group Inc13$10.0K0.00%+8+160.0%Added
Assetmark, Inc14$10.3K0.00%+2+16.7%Added
GW&K Investment Management, LLC16$12.0K0.00%+16New
JFS Wealth Advisors, LLC17$12.5K0.00%00.0%Unchanged
Private Trust Co NA18$13.2K0.00%−1−5.3%Reduced
Basecamp Wealth Advisors LLC18$13.2K0.00%00.0%Unchanged
LRI Investments, LLC19$14.0K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.19$14.0K0.00%+5+35.7%Added
TD Waterhouse Canada Inc.23$16.1K0.00%−3−11.5%Reduced
Signature Equity Partners, LLC22$16.2K0.01%−11−33.3%Reduced
Essential Partners LLC22$16.2K0.01%+1+4.8%Added
CVA Family Office, LLC23$16.9K0.00%+1+4.5%Added
Fortitude Family Office, LLC23$16.9K0.00%+1+4.5%Added
Contravisory Investment Management, Inc.26$19.1K0.00%+26New
Rothschild Investment LLC30$22.0K0.00%−5−14.3%Reduced
Silver Grove Financial Group, Inc.31$22.8K0.01%+31New
EverSource Wealth Advisors, LLC31$22.8K0.00%−47−60.3%Reduced
Whittier Trust Co of Nevada Inc38$23.2K0.00%−9−19.1%Reduced
J.Safra Asset Management Corp34$25.0K0.00%−2−5.6%Reduced
Allworth Financial LP34$25.0K0.00%+15+78.9%Added
First Horizon Corp35$25.7K0.00%−22−38.6%Reduced
Salem Investment Counselors Inc35$25.7K0.00%00.0%Unchanged
Toth Financial Advisory Corp40$29.4K0.00%+17+73.9%Added
Harbor Capital Advisors, Inc.44$32.0K0.00%−2−4.3%Reduced
Farmers & Merchants Trust Co of Chambersburg PA51$37.0K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co54$39.7K0.00%+14+35.0%Added
Spire Wealth Management56$41.1K0.00%−1−1.8%Reduced
Macquarie Group Ltd57$41.9K0.00%+57New
Sterling Capital Management LLC58$42.6K0.00%−1−1.7%Reduced
IFP Advisors, Inc59$43.3K0.00%−234−79.9%Reduced
True Wealth Design, LLC59$43.3K0.01%−2−3.3%Reduced
Global Retirement Partners, LLC66$48.5K0.00%+66New
Parallel Advisors, LLC67$49.2K0.00%+5+8.1%Added
Signaturefd, LLC67$49.2K0.00%+12+21.8%Added
US Bancorp68$50.0K0.00%−150−68.8%Reduced
Harbor Investment Advisory, LLC75$55.1K0.00%+75New
Caitong International Asset Management Co., Ltd81$59.5K0.01%−362−81.7%Reduced
Versant Capital Management, Inc106$77.9K0.01%+1+1.0%Added
National Bank of Canada107$78.4K0.00%+69+181.6%Added
The PNC Financial Services Group, Inc.111$81.5K0.00%+75+208.3%Added
Harvest Fund Management Co., Ltd115$84.0K0.00%00.0%Unchanged
Silvant Capital Management LLC125$91.8K0.00%+125New
Larson Financial Group LLC134$98.4K0.00%−38−22.1%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.139$102.1K0.00%−22−13.7%Reduced
SRS Capital Advisors, Inc.154$113.1K0.00%+147+2,100.0%Added
Smithfield Trust Co170$125.0K0.00%00.0%Unchanged
SBI Securities Co., Ltd.174$127.8K0.00%+17+10.8%Added
STRS Ohio184$135.2K0.00%−2,616−93.4%Reduced
Catalyst Capital Advisors LLC220$161.6K0.00%00.0%Unchanged
GAMMA Investing LLC252$185.1K0.01%−1−0.4%Reduced
Pinnacle Wealth Planning Services, Inc.256$188.1K0.02%−35−12.0%Reduced
New York State Teachers Retirement System261$192.0K0.00%+261New
Rakuten Securities, Inc.269$197.6K0.05%+268+26,800.0%Added
Smartleaf Asset Management LLC280$202.4K0.01%00.0%Unchanged
BTG Pactual Asset Management US LLC280$205.7K0.02%+280New
Dutch Asset Corp281$207.1K0.10%+281New
Wedbush Securities Inc290$213.0K0.01%+290New
Sun Group Wealth Partners290$213.1K0.15%+290New
Oppenheimer Asset Management Inc.294$216.0K0.00%+294New
Camarda Financial Advisors, LLC295$216.7K0.07%+295New
Brookstone Capital Management300$220.4K0.00%+300New
KBC Group NV303$223.0K0.00%00.0%Unchanged
M&T Bank Corp306$224.0K0.00%+306New
Claret Asset Management Corp311$229.0K0.02%+311New
Prosperity Financial Group, Inc.325$238.8K0.07%+325New
Ausbil Investment Management Ltd343$240.1K0.11%−151−30.6%Reduced
Concentric Capital Strategies, LP327$240.2K0.01%+327New