# IES HOLDINGS INC (IESC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IESC/

- Reporting holders: 11
- Reported value: $3.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $1.4M | 4,503 | 0.0% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $572.5K | 1,783 | 0.0% | 9 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $474.6K | 1,478 | 0.0% | 9 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $247.1K | 770 | 0.0% | 1 |
| [Ausbil Investment Management Ltd](https://holderbook.com/funds/1966036-ausbil-investment-management-ltd/) | $220.3K | 686 | 0.1% | 3 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $214.2K | 667 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $75.8K | 236 | 0.0% | 10 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $51.1K | 159 | 0.0% | 3 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $9.6K | 30 | 0.0% | 5 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $4.2K | 13 | 0.0% | 1 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $643 | 2 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $3.3M |
| Q2 2026 | 421 | $14.7B |
| Q1 2026 | 357 | $9.3B |
| Q4 2025 | 348 | $7.5B |
| Q3 2025 | 323 | $7.7B |
| Q2 2025 | 276 | $5.7B |
| Q1 2025 | 251 | $3.2B |
| Q4 2024 | 261 | $3.8B |
| Q3 2024 | 241 | $3.7B |
| Q2 2024 | 199 | $2.6B |
| Q1 2024 | 158 | $2.3B |
| Q4 2023 | 132 | $1.4B |