Ies HoldingsIESC
13F holders, Q3 2024 (September 30)238holders +41
68new positions
28sold out
4famous investors
$199.87avg. 13F price*
At the end of Q3 2024, 238 institutions reported holding Ies Holdings Inc. (IESC) in their 13F filings, up 41 from Q2 2024. 68 opened new positions and 28 sold out. The largest holders were Gendell Jeffrey L ($2.1B), FMR LLC ($294.7M) and Dimensional Fund Advisors LP ($135.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ies Holdings Inc.
- Filed as
- IES HLDGS INC (Q3 2024)
- CUSIP
- 44951W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $61.3M |
| Exits | 28 | $14.0M |
All 13F filers, Q2 2024 → Q3 2024: 915,195 shares bought and 811,924 shares sold, net +103,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 238 holders
| Gendell Jeffrey L | 67.19% | Reduce -2.3% | 10,735,152 | $2.1B |
| FMR LLC | 0.02% | Add +4.6% | 1,476,238 | $294.7M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -5.8% | 678,955 | $135.5M |
| BlackRock, Inc. | 0.00% | — | 658,118 | $131.4M |
| Vanguard Group Inc. | 0.00% | Reduce -2.2% | 542,406 | $108.3M |
| Royce & Associates LP | 0.53% | Add +15.2% | 294,808 | $58.8M |
| AltraVue Capital, LLC | 4.82% | Reduce -0.4% | 268,569 | $53.6M |
| State Street Corp. | 0.00% | Add +3.2% | 209,943 | $41.9M |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 209,146 | $41.8M |
| Renaissance Technologies | 0.05% | Reduce -4.2% | 178,732 | $35.7M |
| Franklin Resources Inc. | 0.01% | Add +79.3% | 155,426 | $35.4M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +5.1% | 164,961 | $32.9M |
| Invesco Ltd. | 0.01% | Add +1301.5% | 157,350 | $31.4M |
| Ophir Asset Management Pty Ltd | 4.63% | Add +23.3% | 150,711 | $30.1M |
| Morgan Stanley | 0.00% | Add +9.9% | 122,992 | $24.6M |
| Summit Partners Public Asset Management, LLC | 1.07% | Add +165.4% | 119,438 | $23.8M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -5.1% | 84,779 | $16.9M |
| Northern Trust Corp. | 0.00% | Add +0.9% | 83,719 | $16.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.3% | 78,965 | $15.8M |
| Hennessy Advisors Inc. | 0.49% | Add +12.7% | 77,300 | $15.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.5% | 76,739 | $15.3M |
| Capital International Investors | 0.00% | No change | 63,289 | $12.6M |
| American Century Companies Inc. | 0.01% | Add +1.5% | 56,004 | $11.2M |
| F/m Investments LLC | 0.34% | New | 54,536 | $10.9M |
| Legato Capital Management LLC | 1.34% | No change | 54,159 | $10.8M |
| Thrivent Financial for Lutherans | 0.02% | New | 52,229 | $10.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -1.7% | 51,872 | $10.4M |
| Kennedy Capital Management LLC | 0.23% | Reduce -27.8% | 51,351 | $10.3M |
| State of Wyoming | 1.43% | Reduce -22.6% | 50,044 | $10.0M |
| Apis Capital Advisors, LLC | 6.42% | Add +0.4% | 46,200 | $9.2M |
| JB Capital Partners LP | 1.60% | No change | 41,845 | $8.4M |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 41,482 | $8.3M |
| Susquehanna International Group, LLP | 0.01% | Add +32.0% | 41,363 | $8.3M |
| Citadel Advisors | 0.01% | Add +59.5% | 40,538 | $8.1M |
| First Trust Advisors LP | 0.01% | Reduce -8.8% | 40,108 | $8.0M |
| Stephens Inc. | 0.11% | Reduce -42.3% | 39,604 | $7.9M |
| Portolan Capital Management, LLC | 0.57% | Reduce -43.3% | 39,391 | $7.9M |
| Neuberger Berman Group LLC | 0.01% | Reduce -7.4% | 39,345 | $7.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.3% | 33,672 | $6.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -35.5% | 33,164 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Add +57.3% | 32,234 | $6.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -19.5% | 30,753 | $6.1M |
| Janus Henderson Group PLC | 0.00% | Add +2.4% | 29,973 | $6.0M |
| Jane Street Group, LLC | 0.01% | Add +10.8% | 29,539 | $5.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.3% | 28,119 | $5.6M |
| AQR Capital Management | 0.01% | Add +6.4% | 27,470 | $5.5M |
| Algert Global LLC | 0.15% | Reduce -19.4% | 27,318 | $5.5M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -1.1% | 25,824 | $5.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +61.0% | 22,604 | $4.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -43.4% | 22,379 | $4.5M |
| Deutsche Bank AG | 0.00% | Add +455.6% | 21,814 | $4.4M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.07% | New | 19,803 | $4.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -19.3% | 19,461 | $3.9M |
| Lazard Asset Management LLC | 0.01% | Add +90.5% | 18,116 | $3.6M |
| Swiss National Bank | 0.00% | Reduce -0.6% | 17,800 | $3.6M |
| Informed Momentum Co LLC | 0.53% | Reduce -15.6% | 17,622 | $3.5M |
| Polar Asset Management Partners Inc. | 0.12% | New | 17,300 | $3.5M |
| Marshall Wace, LLP | 0.00% | Add +280.4% | 17,247 | $3.4M |
| Vident Advisory, LLC | 0.09% | New | 16,934 | $3.4M |
| Asset Management One Co., Ltd. | 0.01% | New | 15,610 | $3.1M |
| PEAK6 Investments LLC | 0.15% | New | 15,321 | $3.1M |
| Barclays PLC | 0.00% | Add +411.1% | 15,176 | $3.0M |
| RBF Capital, LLC | 0.15% | No change | 15,000 | $3.0M |
| Knights of Columbus Asset Advisors LLC | 0.19% | Reduce -10.7% | 14,287 | $2.9M |
| Wells Fargo & Company | 0.00% | Reduce -83.9% | 12,748 | $2.5M |
| Two Sigma Advisers, LP | 0.01% | Reduce -19.6% | 12,700 | $2.5M |
| Bantamac Capital, LLC | 1.17% | Reduce -16.4% | 12,196 | $2.4M |
| Rhumbline Advisers | 0.00% | Reduce -2.2% | 12,126 | $2.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -23.5% | 11,824 | $2.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -7.6% | 11,616 | $2.3M |
| Squarepoint Ops LLC | 0.01% | New | 10,928 | $2.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +17.3% | 10,556 | $2.1M |
| Bank of America Corp. | 0.00% | Add +29.7% | 10,425 | $2.1M |
| UBS Group AG | 0.00% | Add +69.4% | 10,288 | $2.1M |
| Annex Advisory Services, LLC | 0.06% | Add +94.5% | 10,015 | $2.0M |
| Legal & General Group Plc | 0.00% | Add +26.6% | 10,000 | $2.0M |
| G2 Investment Partners Management LLC | 0.56% | Reduce -74.2% | 9,953 | $2.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -11.9% | 8,822 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 8,664 | $1.7M |
| California State Teachers Retirement System | 0.00% | Reduce -3.1% | 8,551 | $1.7M |
| Citigroup Inc. | 0.00% | Add +129.8% | 8,404 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +80.6% | 8,366 | $1.7M |
| Peterson Wealth Services | 0.51% | Add +7.5% | 8,010 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -37.1% | 7,974 | $1.6M |
| Jump Financial, LLC | 0.03% | New | 7,712 | $1.5M |
| Dark Forest Capital Management LP | 0.20% | Add +3.0% | 7,693 | $1.5M |
| Truist Financial Corp. | 0.00% | New | 7,307 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.8% | 7,298 | $1.5M |
| Principal Financial Group Inc. | 0.00% | Add +56.9% | 7,269 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +23.3% | 7,159 | $1.4M |
| HRT Financial LP | 0.01% | New | 7,008 | $1.4M |
| LPL Financial LLC | 0.00% | Add +48.6% | 6,748 | $1.3M |
| Yorktown Management & Research Co Inc | 1.30% | Add +17.4% | 6,340 | $1.3M |
| Wolverine Trading, LLC | 0.03% | Add +56.9% | 6,216 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -75.8% | 5,789 | $1.2M |
| Ellsworth Advisors, LLC | 0.30% | Reduce -0.3% | 5,789 | $1.2M |
| Boston Partners | 0.00% | New | 5,655 | $1.1M |
| Credit Agricole S A | 0.01% | New | 5,607 | $1.1M |
| Convergence Investment Partners, LLC | 0.30% | Reduce -5.5% | 5,547 | $1.1M |
| Cavalier Investments, LLC | 0.34% | New | 5,472 | $1.1M |
"% of holder's portfolio" is IESC's weight in each manager's 13F, not the share of Ies Holdings Inc. the manager owns.