Ies HoldingsIESC
13F holders, Q1 2024 (March 31)157holders
4famous investors
$121.64avg. 13F price*
At the end of Q1 2024, 157 institutions reported holding Ies Holdings Inc. (IESC) in their 13F filings. The largest holders were Gendell Jeffrey L ($1.4B), FMR LLC ($159.3M) and Dimensional Fund Advisors LP ($88.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ies Holdings Inc.
- Filed as
- IES HLDGS INC (Q1 2024)
- CUSIP
- 44951W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $29.7M |
| Exits | 16 | $8.5M |
Ownership 157 holders
| Gendell Jeffrey L | 52.68% | Reduce -0.9% | 11,210,152 | $1.4B |
| FMR LLC | 0.01% | Add +15.8% | 1,309,380 | $159.3M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.2% | 727,357 | $88.5M |
| BlackRock Inc. | 0.00% | Add +0.2% | 614,846 | $74.8M |
| Vanguard Group Inc. | 0.00% | Add +10.0% | 479,315 | $58.3M |
| AltraVue Capital, LLC | 5.12% | Reduce -19.7% | 387,896 | $47.2M |
| Royce & Associates LP | 0.34% | Reduce -16.4% | 313,572 | $38.1M |
| Morgan Stanley | 0.00% | Add +69.7% | 248,557 | $30.2M |
| State Street Corp. | 0.00% | Reduce -2.7% | 194,814 | $23.7M |
| Geode Capital Management, LLC | 0.00% | Add +3.8% | 188,211 | $22.9M |
| Renaissance Technologies | 0.03% | Reduce -10.7% | 181,432 | $22.1M |
| State of Wyoming | 1.74% | Add +1.2% | 85,684 | $10.4M |
| Northern Trust Corp. | 0.00% | Reduce -4.2% | 84,685 | $10.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.2% | 82,692 | $10.1M |
| Assenagon Asset Management S.A. | 0.03% | Add +302.1% | 79,388 | $9.7M |
| Invesco Ltd. | 0.00% | Reduce -45.7% | 78,450 | $9.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -0.9% | 77,208 | $9.4M |
| Legato Capital Management LLC | 1.13% | Reduce -19.2% | 76,980 | $9.4M |
| Kennedy Capital Management LLC | 0.19% | Add +11.4% | 75,963 | $9.2M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 73,600 | $9.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -18.7% | 73,544 | $8.9M |
| JPMorgan Chase & Co. | 0.00% | Add +48.9% | 71,495 | $8.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.7% | 67,712 | $8.2M |
| First Trust Advisors LP | 0.01% | Add +0.5% | 62,068 | $7.5M |
| Citadel Advisors | 0.01% | Add +124.8% | 60,317 | $7.3M |
| Ophir Asset Management Pty Ltd | 1.22% | New | 57,364 | $7.0M |
| Coombe, Bender & Co LLC | 4.15% | Reduce -10.5% | 56,077 | $6.8M |
| Alliancebernstein L.P. | 0.00% | Add +0.4% | 44,041 | $5.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.6% | 42,412 | $5.2M |
| AQR Capital Management | 0.01% | Add +60.6% | 42,203 | $5.1M |
| JB Capital Partners LP | 0.96% | No change | 41,845 | $5.1M |
| Millennium Management | 0.00% | Reduce -52.0% | 36,502 | $4.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -14.0% | 35,342 | $4.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.6% | 35,037 | $4.3M |
| American Century Companies Inc. | 0.00% | Add +241.7% | 34,927 | $4.2M |
| Breach Inlet Capital Management, LLC | 3.47% | Reduce -75.3% | 31,899 | $3.9M |
| Algert Global LLC | 0.15% | Add +558.9% | 31,890 | $3.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +40.4% | 31,203 | $3.8M |
| Informed Momentum Co LLC | 0.55% | Reduce -9.7% | 29,174 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.4% | 27,592 | $3.4M |
| Janus Henderson Group PLC | 0.00% | Add +27.4% | 26,609 | $3.2M |
| Two Sigma Advisers, LP | 0.01% | Reduce -2.6% | 25,700 | $3.1M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -4.2% | 25,059 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +18.6% | 23,085 | $2.8M |
| Jacobs Levy Equity Management, Inc. | 0.01% | No change | 22,612 | $2.8M |
| Aurora Investment Counsel | 1.49% | New | 21,244 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Add +31.1% | 20,727 | $2.5M |
| Forge First Asset Management Inc. | 0.76% | New | 19,876 | $2.4M |
| Credit Suisse AG/ | 0.00% | Reduce -3.1% | 19,201 | $2.3M |
| Modera Wealth Management, LLC | 0.03% | No change | 17,140 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.7% | 17,019 | $2.1M |
| HSBC Holdings PLC | 0.00% | New | 16,209 | $2.0M |
| Swiss National Bank | 0.00% | No change | 15,900 | $1.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +22.7% | 15,858 | $1.9M |
| Bantamac Capital, LLC | 1.10% | New | 15,807 | $1.9M |
| Cubist Systematic Strategies, LLC | 0.02% | Add +60.7% | 15,607 | $1.9M |
| First Sabrepoint Capital Management LP | 0.81% | New | 15,000 | $1.8M |
| RBF Capital, LLC | 0.10% | No change | 15,000 | $1.8M |
| Teacher Retirement System of Texas | 0.01% | Add +53.7% | 14,860 | $1.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 13,909 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +14.6% | 13,712 | $1.7M |
| Acadian Asset Management LLC | 0.01% | Add +1863.1% | 12,446 | $1.5M |
| Rhumbline Advisers | 0.00% | Add +3.4% | 12,203 | $1.5M |
| UBS Group AG | 0.00% | Reduce -15.5% | 10,796 | $1.3M |
| Martingale Asset Management L P | 0.03% | Add +267.9% | 10,304 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -31.1% | 9,248 | $1.1M |
| Verition Fund Management LLC | 0.01% | Add +96.7% | 8,858 | $1.1M |
| Cetera Investment Advisers | 0.00% | New | 8,500 | $1.0M |
| Occudo Quantitative Strategies LP | 0.18% | Add +73.5% | 8,243 | $1.0M |
| California State Teachers Retirement System | 0.00% | Reduce -5.3% | 8,096 | $985K |
| Barclays PLC | 0.00% | Reduce -43.4% | 7,558 | $919K |
| Legal & General Group Plc | 0.00% | Reduce -0.8% | 7,470 | $909K |
| Jane Street Group, LLC | 0.00% | Reduce -34.0% | 7,343 | $893K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +16.5% | 7,112 | $865K |
| Peterson Wealth Services | 0.31% | Add +151.8% | 6,937 | $844K |
| Citigroup Inc. | 0.00% | Add +408.9% | 6,789 | $826K |
| Jump Financial, LLC | 0.02% | Reduce -32.4% | 6,500 | $791K |
| Islay Capital Management, LLC | 0.56% | No change | 6,078 | $739K |
| Simplex Trading, LLC | 0.02% | New | 5,960 | $724K |
| STRS Ohio | 0.00% | Reduce -21.3% | 5,900 | $717K |
| Aviva PLC | 0.00% | Add +9.5% | 5,869 | $714K |
| Ellsworth Advisors, LLC | 0.20% | New | 5,655 | $698K |
| Aldebaran Capital, LLC | 0.66% | No change | 5,666 | $689K |
| Yorktown Management & Research Co Inc | 0.63% | No change | 5,400 | $657K |
| Lazard Asset Management LLC | 0.00% | Reduce -1.7% | 5,170 | $628K |
| Globeflex Capital L P | 0.06% | New | 5,000 | $608K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -9.1% | 5,000 | $608K |
| Bourgeon Capital Management LLC | 0.12% | Reduce -9.2% | 4,918 | $598K |
| Victory Capital Management Inc. | 0.00% | Add +7.7% | 4,841 | $589K |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.2% | 4,638 | $564K |
| Corient Private Wealth LP | 0.00% | Reduce -9.7% | 4,631 | $563K |
| Sei Investments Co. | 0.00% | Reduce -1.0% | 4,626 | $563K |
| Deutsche Bank AG | 0.00% | Add +1.0% | 4,562 | $555K |
| Andina Capital Management, LLC | 0.42% | New | 4,451 | $541K |
| Gsa Capital Partners LLP | 0.04% | New | 4,343 | $528K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +30.6% | 4,285 | $521K |
| Principal Financial Group Inc. | 0.00% | New | 4,148 | $505K |
| Franklin Resources Inc. | 0.00% | Reduce -2.5% | 4,130 | $502K |
| Truvestments Capital LLC | 0.19% | New | 4,099 | $499K |
| American International Group, Inc. | 0.00% | Reduce -0.9% | 4,038 | $491K |
| State of Wisconsin Investment Board | 0.00% | Reduce -64.5% | 4,038 | $491K |
| MetLife Investment Management, LLC | 0.00% | Reduce -9.3% | 3,951 | $481K |
| Dark Forest Capital Management LP | 0.08% | Reduce -5.5% | 3,915 | $476K |
| PFG Advisors | 0.03% | New | 3,664 | $446K |
| Alps Advisors Inc. | 0.00% | Reduce -24.9% | 3,381 | $411K |
| Convergence Investment Partners, LLC | 0.15% | New | 3,309 | $403K |
| Engineers Gate Manager LP | 0.01% | Reduce -42.4% | 3,093 | $376K |
| New York Life Investment Management LLC | 0.00% | Reduce -62.1% | 3,050 | $371K |
| Nebula Research & Development LLC | 0.08% | New | 3,049 | $371K |
| Cynosure Group, LLC | 0.07% | New | 3,037 | $369K |
| Ritholtz Wealth Management | 0.01% | New | 2,816 | $343K |
| Voya Investment Management LLC | 0.00% | Reduce -20.3% | 2,779 | $338K |
| XTX Topco Ltd | 0.04% | New | 2,628 | $320K |
| Denali Advisors LLC | 0.09% | No change | 2,600 | $316K |
| Moran Wealth Management, LLC | 0.01% | New | 2,418 | $294K |
| T. Rowe Price Associates Inc. | 0.00% | New | 2,347 | $286K |
| Wexford Capital LP | 0.06% | Reduce -16.1% | 2,350 | $286K |
| Wolverine Trading, LLC | 0.00% | New | 2,323 | $283K |
| Arizona State Retirement System | 0.00% | New | 2,222 | $270K |
| Kingsview Wealth Management, LLC | 0.01% | New | 2,168 | $264K |
| NDVR, Inc. | 0.25% | New | 2,140 | $260K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,134 | $260K |
| 1ST Source Bank | 0.01% | New | 2,000 | $243K |
| Quantbot Technologies LP | 0.01% | Reduce -52.8% | 1,877 | $228K |
| Mendota Financial Group, LLC | 0.13% | New | 1,828 | $222K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +5687.1% | 1,794 | $218K |
| Armistice Capital, LLC | 0.01% | New | 1,703 | $207K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | New | 1,700 | $207K |
| Carmichael Hill & Associates, Inc. | 0.07% | No change | 1,400 | $170K |
| Royal Bank of Canada | 0.00% | Reduce -50.3% | 1,140 | $139K |
| EntryPoint Capital, LLC | 0.12% | Add +217.0% | 1,065 | $130K |
| Osaic Holdings, Inc. | 0.00% | Add +20.6% | 809 | $98K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 808 | $98K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 756 | $92K |
| New York State Teachers Retirement System | 0.00% | No change | 717 | $87K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -71.6% | 673 | $82K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 608 | $74K |
| Vestcor Inc | 0.00% | No change | 569 | $69K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +746.3% | 567 | $69K |
| Metropolitan Life Insurance Co | 0.00% | No change | 451 | $55K |
| Sunbelt Securities, Inc. | 0.01% | New | 395 | $48K |
| Amalgamated Bank | 0.00% | Reduce -76.9% | 274 | $33K |
| AlphaQuest LLC | 0.00% | Reduce -87.6% | 210 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $24K |
| GAMMA Investing LLC | 0.00% | Add +4.2% | 172 | $21K |
| Cwm, LLC | 0.00% | Add +16400.0% | 165 | $20K |
| Comerica Bank | 0.00% | No change | 125 | $15K |
| Spire Wealth Management | 0.00% | New | 80 | $10K |
| Federated Hermes, Inc. | 0.00% | No change | 75 | $9K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 51 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 16 | $2K |
| Covestor Ltd | 0.00% | Add +366.7% | 14 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | New | 16 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | New | 9 | $1K |
| Anfield Capital Management, LLC | 0.00% | New | 8 | $973 |
| Avior Wealth Management, LLC | 0.00% | New | 7 | $851 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $122 |
"% of holder's portfolio" is IESC's weight in each manager's 13F, not the share of Ies Holdings Inc. the manager owns.