IES HOLDINGS INC (IESC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
389
Reporting holders
$14.2B
Reported value
95.4%
Of shares outstanding
1.5%
Held as options
+56
Holder change
Institutions report 19,003,866 shares against 19,924,356 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GENDELL JEFFREY L | $7.6B | 10,293,528 | 66.79% | 31q | HELD |
| FMR LLC | $1.6B | 2,245,587 | 0.07% | 26q | -5.3%-$92.7M |
| BlackRock, Inc. | $649.1M | 883,520 | 0.01% | 8q | +24.5%+$127.8M |
| DIMENSIONAL FUND ADVISORS LP | $308.9M | 420,423 | 0.06% | 31q | -8.2%-$27.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $295.3M | 401,936 | 0.01% | 2q | +0.8%+$2.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $279.4M | 380,318 | 0.01% | 2q | -3.1%-$9.0M |
| FIRST TRUST ADVISORS LP | $254.7M | 346,730 | 0.15% | 11q | -0.7%-$1.8M |
| STATE STREET CORP | $201.3M | 274,069 | 0.01% | 31q | +32.1%+$48.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $196.2M | 266,996 | 0.01% | 31q | -9.8%-$21.2M |
| Capital International Investors | $151.0M | 205,596 | 0.03% | new | NEW |
| UBS Group AG | $145.9M | 198,559 | 0.02% | 31q | +11.3%+$14.8M |
| Pertento Partners LLP | $123.8M | 168,457 | 6.67% | 5q | -27.2%-$46.1M |
| MORGAN STANLEY | $113.3M | 154,221 | 0.01% | 35q | -13.2%-$17.2M |
| ROYCE & ASSOCIATES LP | $109.5M | 149,029 | 0.88% | 31q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $94.5M | 36,405 | 0.01% | 15q | +101.9%+$47.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $93.0M | 126,625 | 0.04% | 14q | -19.0%-$21.9M |
| FRANKLIN RESOURCES INC | $92.9M | 126,514 | 0.02% | 13q | -23.4%-$28.4M |
| Invesco Ltd. | $89.5M | 121,781 | 0.01% | 24q | +56.7%+$32.4M |
| NORGES BANK | $78.8M | 107,286 | 0.01% | 2q | +2.9%+$2.2M |
| GOLDMAN SACHS GROUP INC | $78.7M | 107,112 | 0.01% | 15q | +55.9%+$28.2M |
| RENAISSANCE TECHNOLOGIES LLC | $78.4M | 106,752 | 0.11% | 31q | +29.6%+$17.9M |
| AltraVue Capital, LLC | $70.8M | 96,317 | 5.10% | 31q | -25.8%-$24.6M |
| JANE STREET GROUP, LLC | $51.3M | 2,684 | 0.00% | 12q | -79.5%-$199.1M |
| NORTHERN TRUST CORP | $48.9M | 66,527 | 0.01% | 31q | -13.5%-$7.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48.3M | 65,771 | 0.01% | 31q | -21.2%-$13.0M |
| Sixth Street Partners Management Company, L.P. | $48.3M | 65,771 | 0.01% | new | NEW |
| Ophir Asset Management Pty Ltd | $46.1M | 62,763 | 3.79% | 10q | +14.0%+$5.7M |
| CITADEL ADVISORS LLC | $44.1M | 5,096 | 0.01% | 28q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $41.7M | 56,762 | 0.01% | 2q | -7.4%-$3.3M |
| Bank of New York Mellon Corp | $37.4M | 50,887 | 0.01% | 31q | +63.8%+$14.6M |
| Parsifal Capital Management, LP | $36.0M | 48,971 | 4.36% | 4q | -45.6%-$30.2M |
| AMERICAN CENTURY COMPANIES INC | $35.8M | 48,730 | 0.02% | 12q | -39.4%-$23.3M |
| Swedbank AB | $35.3M | 48,000 | 0.03% | 5q | -11.1%-$4.4M |
| BNP PARIBAS FINANCIAL MARKETS | $33.6M | 45,707 | 0.01% | 31q | +2114.5%+$32.1M |
| LPL Financial LLC | $29.2M | 39,788 | 0.01% | 9q | -17.1%-$6.0M |
| BANK OF AMERICA CORP /DE/ | $27.2M | 37,071 | 0.00% | 31q | +9.6%+$2.4M |
| United Capital Management of KS, Inc. | $25.7M | 35,002 | 3.37% | 5q | -21.3%-$7.0M |
| PRINCIPAL FINANCIAL GROUP INC | $25.5M | 34,644 | 0.01% | 10q | +147.9%+$15.2M |
| DEUTSCHE BANK AG\ | $23.2M | 31,552 | 0.01% | 34q | -19.0%-$5.5M |
| IMC-Chicago, LLC | $22.6M | options only | 0.01% | 3q | OPTIONS |
| AMERIPRISE FINANCIAL INC | $22.3M | 30,359 | 0.00% | 20q | -42.9%-$16.7M |
| NEW YORK STATE COMMON RETIREMENT FUND | $21.3M | 29,054 | 0.03% | 31q | -12.6%-$3.1M |
| JPMORGAN CHASE & CO | $18.7M | 25,421 | 0.00% | 31q | +15.9%+$2.6M |
| AQR CAPITAL MANAGEMENT LLC | $17.6M | 23,930 | 0.01% | 13q | +10.8%+$1.7M |
| Legato Capital Management LLC | $15.7M | 21,306 | 1.30% | 13q | -22.4%-$4.5M |
| NEUBERGER BERMAN GROUP LLC | $15.5M | 21,050 | 0.01% | 31q | -47.3%-$13.9M |
| Man Group plc | $15.1M | 20,501 | 0.02% | 7q | -22.8%-$4.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $13.9M | 18,863 | 0.00% | 10q | +15.4%+$1.9M |
| D. E. Shaw & Co., Inc. | $13.8M | 5,624 | 0.01% | 9q | +411.3%+$11.1M |
| Swiss National Bank | $13.2M | 17,980 | 0.01% | 27q | +1.4%+$176.3K |
| Nuveen, LLC | $12.5M | 17,077 | 0.00% | 6q | -14.1%-$2.1M |
| RHUMBLINE ADVISERS | $12.5M | 17,074 | 0.01% | 31q | +42.5%+$3.7M |
| Squarepoint Ops LLC | $12.3M | options only | 0.01% | 4q | OPTIONS |
| ROYAL BANK OF CANADA | $12.2M | 16,561 | 0.00% | 24q | +140.3%+$7.1M |
| MILLENNIUM MANAGEMENT LLC | $11.5M | 14,685 | 0.00% | 3q | +19.8%+$1.9M |
| Palisades Investment Partners, LLC | $11.0M | 15,003 | 3.13% | 4q | +2.6%+$280.6K |
| RBF Capital, LLC | $11.0M | 15,000 | 0.46% | 31q | HELD |
| RENAISSANCE GROUP LLC | $10.9M | 14,849 | 0.44% | 3q | -31.4%-$5.0M |
| LAZARD ASSET MANAGEMENT LLC | $10.7M | 14,546 | 0.02% | 4q | +34.4%+$2.7M |
| VICTORY CAPITAL MANAGEMENT INC | $10.6M | 14,463 | 0.01% | 11q | -21.9%-$3.0M |
| Cetera Investment Advisers | $10.1M | 13,788 | 0.01% | 10q | +28.3%+$2.2M |
| Curi Capital, LLC | $10.0M | 13,667 | 0.15% | new | NEW |
| AdvisorShares Investments LLC | $9.9M | 13,474 | 1.20% | 7q | -18.3%-$2.2M |
| SEGALL BRYANT & HAMILL, LLC | $9.6M | 13,035 | 0.11% | 3q | -67.1%-$19.5M |
| Legal & General Group Plc | $9.5M | 12,893 | 0.00% | 31q | +49.6%+$3.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9.3M | 12,713 | 0.01% | 13q | +23.3%+$1.8M |
| Illinois Municipal Retirement Fund | $9.3M | 12,641 | 0.10% | 3q | +9.2%+$783.1K |
| Tidal Investments LLC | $9.2M | 12,526 | 0.02% | 8q | -11.3%-$1.2M |
| Steamboat Capital Partners, LLC | $9.2M | 12,481 | 1.96% | 9q | -30.5%-$4.0M |
| Emerald Investment Advisers, LLC | $8.5M | 11,518 | 0.56% | 2q | -24.9%-$2.8M |
| TUDOR INVESTMENT CORP ET AL | $8.0M | 10,250 | 0.01% | 2q | HELD |
| CANADA PENSION PLAN INVESTMENT BOARD | $7.9M | 10,760 | 0.00% | new | NEW |
| Bridgewater Associates, LP | $7.4M | 10,114 | 0.03% | 4q | -54.4%-$8.9M |
| Vident Advisory, LLC | $7.1M | 9,712 | 0.05% | 8q | -0.9%-$63.2K |
| Asset Management One Co., Ltd. | $7.1M | 9,707 | 0.02% | 8q | +111.0%+$3.7M |
| WELLS FARGO & COMPANY/MN | $6.9M | 9,424 | 0.00% | 14q | -62.8%-$11.7M |
| VAN ECK ASSOCIATES CORP | $6.8M | 9,292 | 0.00% | new | NEW |
| Retirement Systems of Alabama | $6.7M | 9,074 | 0.02% | new | NEW |
| CREDIT AGRICOLE S A | $6.3M | 8,554 | 0.01% | 7q | -28.4%-$2.5M |
| RIHO Partners, LLC | $6.3M | 8,510 | 3.52% | 2q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $6.2M | 8,471 | 0.00% | 2q | +7.6%+$437.1K |
| Moran Wealth Management, LLC | $6.1M | 8,332 | 0.17% | 10q | -4.4%-$284.3K |
| Russell Investments Group, Ltd. | $6.0M | 8,219 | 0.01% | 14q | +323.7%+$4.6M |
| De Lisle Partners LLP | $5.9M | 8,086 | 0.65% | 5q | -14.9%-$1.0M |
| Fiera Capital Corp | $5.9M | 7,974 | 0.02% | 6q | -41.1%-$4.1M |
| Jupiter Topco LLC | $5.8M | 7,926 | 0.00% | new | FIRST |
| Truvestments Capital LLC | $5.7M | 7,759 | 0.85% | 10q | +2.2%+$123.4K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $5.6M | 7,565 | 0.10% | 2q | +1029.1%+$5.1M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $5.5M | 7,500 | 0.01% | 9q | +184.5%+$3.6M |
| POLEN CAPITAL MANAGEMENT LLC | $5.3M | 7,275 | 0.05% | 5q | -39.1%-$3.4M |
| Creative Planning | $5.2M | 7,139 | 0.00% | 8q | +34.6%+$1.3M |
| Parkway Wealth Management Group, LLC | $5.1M | 7,000 | 0.59% | 3q | -13.6%-$808.1K |
| ALLIANCEBERNSTEIN L.P. | $4.9M | 10,247 | 0.00% | 14q | +10.3%+$455.5K |
| RAYMOND JAMES FINANCIAL INC | $4.8M | 6,548 | 0.00% | 7q | -76.3%-$15.5M |
| Catalyst Funds Management Pty Ltd | $4.7M | 6,459 | 0.27% | new | NEW |
| DARK FOREST CAPITAL MANAGEMENT LP | $4.7M | 6,408 | 0.30% | 4q | +54.6%+$1.7M |
| ENVESTNET ASSET MANAGEMENT INC | $4.5M | 6,166 | 0.00% | 8q | -16.0%-$864.7K |
| TRUIST FINANCIAL CORP | $4.2M | 5,745 | 0.01% | 8q | -4.8%-$210.8K |
| Twin Tree Management, LP | $4.2M | options only | 0.08% | 7q | OPTIONS |
| Informed Momentum Co LLC | $4.1M | 5,562 | 0.36% | 5q | -1.6%-$64.7K |
Showing the largest 100 of 419 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 389 | $14.2B | 19,003,866 | 92 | 111 | 130 | 1.5% |
| Q1 2026 | 333 | $9.1B | 18,916,492 | 49 | 120 | 100 | 1.2% |
| Q4 2025 | 319 | $7.4B | 18,711,440 | 51 | 111 | 90 | 1.3% |
| Q3 2025 | 293 | $7.6B | 18,870,009 | 70 | 85 | 82 | 1.2% |
| Q2 2025 | 254 | $5.6B | 18,735,493 | 62 | 79 | 77 | 0.9% |
| Q1 2025 | 230 | $3.1B | 18,503,555 | 36 | 70 | 86 | 2.0% |
| Q4 2024 | 236 | $3.8B | 18,260,036 | 38 | 76 | 80 | 2.8% |
| Q3 2024 | 217 | $3.7B | 18,351,367 | 62 | 59 | 63 | 0.9% |
| Q2 2024 | 182 | $2.5B | 18,178,899 | 52 | 60 | 54 | 0.7% |
| Q1 2024 | 141 | $2.3B | 18,467,852 | 37 | 37 | 47 | 0.3% |
| Q4 2023 | 116 | $1.4B | 17,928,572 | 15 | 42 | 34 | 0.0% |
| Q3 2023 | 103 | $1.1B | 17,417,789 | 13 | 40 | 27 | 0.0% |
| Q2 2023 | 92 | $978.4M | 17,200,670 | 20 | 26 | 32 | 0.0% |
| Q1 2023 | 76 | $767.0M | 17,798,956 | 9 | 20 | 25 | 0.0% |
| Q4 2022 | 65 | $563.3M | 15,835,353 | 10 | 17 | 17 | 0.0% |
| Q3 2022 | 78 | $479.6M | 17,362,353 | 7 | 18 | 25 | 0.0% |
| Q2 2022 | 80 | $533.2M | 17,673,217 | 8 | 26 | 27 | 0.0% |
| Q1 2022 | 89 | $703.9M | 17,510,907 | 5 | 25 | 31 | 0.0% |
| Q4 2021 | 98 | $878.5M | 17,349,777 | 9 | 28 | 36 | 0.0% |
| Q3 2021 | 94 | $795.0M | 17,399,312 | 13 | 26 | 32 | 0.0% |
| Q2 2021 | 98 | $922.5M | 17,963,155 | 6 | 32 | 33 | 0.0% |
| Q1 2021 | 97 | $874.7M | 17,352,117 | 13 | 31 | 33 | 0.0% |
| Q4 2020 | 93 | $794.7M | 17,261,115 | 17 | 29 | 29 | 0.0% |
| Q3 2020 | 81 | $534.7M | 16,829,476 | 16 | 18 | 31 | 0.0% |
| Q2 2020 | 73 | $376.7M | 16,226,488 | 8 | 19 | 25 | 0.0% |
| Q1 2020 | 72 | $294.8M | 16,704,545 | 9 | 28 | 17 | 0.0% |
| Q4 2019 | 70 | $429.9M | 16,752,904 | 10 | 21 | 23 | 0.0% |
| Q3 2019 | 62 | $343.5M | 16,686,127 | 7 | 20 | 19 | 0.0% |
| Q2 2019 | 56 | $312.6M | 16,581,493 | 6 | 17 | 12 | 0.0% |
| Q1 2019 | 52 | $295.5M | 16,637,178 | 2 | 12 | 16 | 0.0% |
| Q4 2018 | 53 | $260.3M | 16,740,826 | 0 | 0 | 1 | 0.0% |