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, 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
City State Bank1,057$776.5K0.18%−20−1.9%Reduced
MAI Capital Management1,078$792.0K0.00%+6+0.6%Added
BlueSky Wealth Advisors, LLC1,100$808.1K0.09%00.0%Unchanged
Summit Trail Advisors, LLC1,112$816.9K0.01%−272−19.7%Reduced
Hudson Bay Capital Management LP1,120$822.8K0.00%+1,120New
Pallas Capital Advisors LLC1,163$854.4K0.03%+3+0.3%Added
Caxton Associates LLP1,174$862.5K0.02%+1,174New
Waratah Capital Advisors Ltd.1,177$864.7K0.07%+1,177New
LMR Partners LLP1,214$891.9K0.01%+1,214New
Algebris (UK) Ltd1,238$906.6K0.06%+698+129.3%Added
Axq Capital, LP1,242$912.4K0.10%+1,242New
JustInvest LLC1,262$927.1K0.01%+97+8.3%Added
Allstate Corp1,266$930.1K0.01%+18+1.4%Added
Schonfeld Strategic Advisors LLC1,279$939.6K0.00%+1,279New
Sanctuary Advisors, LLC1,283$942.4K0.00%−62−4.6%Reduced
Cerity Partners LLC1,283$942.6K0.00%−56−4.2%Reduced
HighTower Advisors, LLC1,301$955.8K0.00%+753+137.4%Added
Teacher Retirement System of Texas1,320$969.8K0.00%+472+55.7%Added
Bridgewater Advisors Inc.1,374$996.1K0.05%−1,969−58.9%Reduced
Montgomery Investment Management Inc1,370$1.01M0.31%00.0%Unchanged
Jefferies Financial Group Inc.1,393$1.02M0.01%+928+199.6%Added
Pictet Asset Management Holding SA1,433$1.05M0.00%+24+1.7%Added
CI Private Wealth, LLC1,462$1.07M0.00%−323−18.1%Reduced
Empowered Funds, LLC1,485$1.09M0.01%−30−2.0%Reduced
Savant Capital, LLC1,480$1.11M0.00%+762+106.1%Added
Bourgeon Capital Management LLC1,564$1.15M0.17%00.0%Unchanged
Two Sigma Securities, LLC1,570$1.15M0.10%+1,570New
Quantbot Technologies LP1,573$1.16M0.05%+1,573New
Ameritas Investment Partners, Inc.1,615$1.19M0.03%+860+113.9%Added
GWM Advisors LLC1,621$1.19M0.00%+1,621New
Federation des caisses Desjardins du Quebec1,634$1.20M0.00%+204+14.3%Added
Ritholtz Wealth Management1,649$1.21M0.02%−120−6.8%Reduced
Wealth Enhancement Advisory Services, LLC1,954$1.22M0.00%+911+87.3%Added
MetLife Investment Management1,677$1.23M0.01%−3,262−66.0%Reduced
Marathon Wealth Advisors LLC1,697$1.25M0.43%−20−1.2%Reduced
Highland Capital Management, LLC1,711$1.26M0.06%−177−9.4%Reduced
Stifel Financial Corp1,758$1.29M0.00%−912−34.2%Reduced
Petra Financial Advisors Inc1,769$1.30M0.60%−74−4.0%Reduced
FORA Capital, LLC1,775$1.30M0.09%+1,775New
Oregon Public Employees Retirement Fund1,800$1.32M0.01%+1,800New
Advisor Group Holdings, Inc.1,801$1.32M0.00%+319+21.5%Added
Xponance, Inc.1,866$1.37M0.01%+1,017+119.8%Added
VestGen Advisors, LLC1,868$1.37M0.04%+40+2.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)1,894$1.39M0.00%+671+54.9%Added
Evolve Private Wealth, LLC1,909$1.40M0.09%−603−24.0%Reduced
Portolan Capital Management, LLC1,940$1.43M0.05%−9,929−83.7%Reduced
Northwestern Mutual Investment Management Company, LLC1,970$1.45M0.02%+1,970New
Mariner, LLC1,994$1.46M0.00%−1,229−38.1%Reduced
Fifth Third Bancorp1,999$1.47M0.00%+1,601+402.3%Added
1st Source Bank2,000$1.47M0.07%00.0%Unchanged
State of Michigan Retirement System2,000$1.47M0.01%+2,000New
O'Shaughnessy Asset Management, LLC2,043$1.50M0.01%+2+0.1%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys2,099$1.54M0.01%+2,099New
Quantinno Capital Management LP2,118$1.56M0.00%+1,200+130.7%Added
KLP Kapitalforvaltning AS2,160$1.59M0.01%00.0%Unchanged
Universal- Beteiligungs- und Servicegesellschaft mbH2,181$1.60M0.00%+635+41.1%Added
Strategic Wealth Partners, Ltd.2,225$1.63M0.10%−15−0.7%Reduced
Vanguard Investments Australia, Ltd.2,314$1.70M0.00%00.0%Unchanged
Brevan Howard Capital Management LP2,322$1.71M0.02%+1,890+437.5%Added
Numerai GP LLC2,396$1.76M0.14%−2,316−49.2%Reduced
Commonwealth Equity Services, LLC2,397$1.76M0.00%+26+1.1%Added
Argent Capital Management LLC2,413$1.77M0.06%−1,636−40.4%Reduced
Yousif Capital Management, LLC2,458$1.81M0.02%+2,458New
Ducere Wealth Management LLC2,466$1.81M0.54%+338+15.9%Added
Arizona State Retirement System2,474$1.82M0.01%+11+0.4%Added
Public Employees Retirement System of Ohio2,502$1.84M0.01%+2,492+24,920.0%Added
Vestcor Inc2,503$1.84M0.05%+1,356+118.2%Added
Two Sigma Investments, LP2,554$1.88M0.00%−666−20.7%Reduced
Cim, LLC2,558$1.88M0.24%+2,558New
Louisiana State Employees Retirement System2,600$1.91M0.03%+2,600New
SEI Investments Co2,657$1.95M0.00%−1,527−36.5%Reduced
Jane Street Group, LLC2,684$1.97M0.00%−10,421−79.5%Reduced
Citigroup Inc2,728$2.00M0.00%+1,662+155.9%Added
Centaurus Financial, Inc.2,844$2.09M0.08%−192−6.3%Reduced
Keystone Investors Pte Ltd2,856$2.10M0.11%+2,856New
Strategic Blueprint, LLC2,932$2.15M0.11%+869+42.1%Added
Y-Intercept (Hong Kong) Ltd2,953$2.17M0.04%+2,953New
Pathstone Holdings, LLC3,052$2.24M0.01%−174−5.4%Reduced
Holocene Advisors, LP3,075$2.26M0.01%+3,075New
Barclays PLC3,115$2.29M0.00%−2,462−44.1%Reduced
State of New Jersey Common Pension Fund D3,200$2.35M0.01%−1,236−27.9%Reduced
Mutual of America Capital Management LLC3,253$2.39M0.02%+3,253New
Trexquant Investment LP3,329$2.45M0.02%+3,329New
Occudo Quantitative Strategies LP3,395$2.49M0.13%+3,395New
PFG Advisors3,555$2.61M0.13%−69−1.9%Reduced
Great Lakes Advisors, LLC3,599$2.64M0.02%−1,943−35.1%Reduced
Hennion & Walsh Asset Management, Inc.3,614$2.66M0.08%+780+27.5%Added
Acadian Asset Management LLC3,623$2.66M0.00%+1,501+70.7%Added
Peterson Wealth Services3,710$2.73M0.59%+53+1.4%Added
Virtu Financial LLC3,711$2.73M0.09%+3,711New
Treasurer of the State of North Carolina3,710$2.73M0.01%+3,710New
Police & Firemen's Retirement System of New Jersey3,924$2.88M0.02%+1,428+57.2%Added
Gateway Investment Advisers LLC3,975$2.92M0.03%+3,975New
Brinker Capital Investments, LLC4,014$2.95M0.02%−5,188−56.4%Reduced
Amalgamated Bank4,139$3.04M0.02%+4,139New
Point Break Capital Management, LLC4,200$3.09M3.36%+4,200New
Alpine Global Management, LLC4,378$3.22M0.53%+4,378New
Vanguard Global Advisers, LLC4,388$3.22M0.00%−143−3.2%Reduced
Alps Advisors Inc4,609$3.39M0.02%−1,429−23.7%Reduced
HSBC Holdings PLC4,594$3.44M0.00%+4,594New