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 |
| Aldebaran Capital, LLC | 0.99% | No change | 5,411 | $1.1M |
| Truvestments Capital LLC | 0.28% | Add +9.1% | 5,286 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -4.2% | 4,341 | $990K |
| Bourgeon Capital Management LLC | 0.19% | No change | 4,918 | $982K |
| Steamboat Capital Partners, LLC | 0.31% | Reduce -2.1% | 4,890 | $976K |
| MetLife Investment Management, LLC | 0.01% | No change | 4,813 | $961K |
| Gsa Capital Partners LLP | 0.07% | Add +75.0% | 4,501 | $898K |
| Forge First Asset Management Inc. | 0.49% | Reduce -83.3% | 4,496 | $897K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +6.4% | 4,490 | $896K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.8% | 4,399 | $878K |
| Nebula Research & Development LLC | 0.10% | Reduce -28.8% | 4,302 | $859K |
| Osaic Holdings, Inc. | 0.00% | Add +472.3% | 4,241 | $846K |
| STRS Ohio | 0.00% | Reduce -14.3% | 4,200 | $838K |
| Petra Financial Advisors Inc. | 0.51% | Add +14.1% | 3,899 | $778K |
| Colonial River Investments, LLC | 0.38% | New | 3,794 | $757K |
| Axxcess Wealth Management, LLC | 0.02% | New | 3,782 | $755K |
| Aviva PLC | 0.00% | Reduce -12.0% | 3,778 | $754K |
| PFG Advisors | 0.05% | Reduce -0.5% | 3,699 | $738K |
| Balyasny Asset Management L.P. | 0.00% | New | 3,458 | $690K |
| Millennium Management | 0.00% | Reduce -88.9% | 3,392 | $677K |
| Moran Wealth Management, LLC | 0.02% | Add +30.8% | 3,340 | $667K |
| Ritholtz Wealth Management | 0.02% | Add +6.3% | 3,337 | $666K |
| Harvest Investment Services, LLC | 0.21% | New | 3,333 | $665K |
| PDT Partners, LLC | 0.06% | Reduce -0.3% | 3,312 | $661K |
| Martingale Asset Management L P | 0.02% | Reduce -65.2% | 3,306 | $660K |
| Handelsbanken Fonder AB | 0.00% | Add +28.0% | 3,200 | $639K |
| Stifel Financial Corp. | 0.00% | New | 3,162 | $631K |
| Intech Investment Management LLC | 0.01% | New | 3,048 | $608K |
| Navellier & Associates Inc. | 0.08% | Reduce -42.3% | 3,037 | $606K |
| Optimum Investment Advisors | 0.26% | New | 3,000 | $599K |
| Sei Investments Co. | 0.00% | Reduce -12.6% | 2,897 | $578K |
| HSBC Holdings PLC | 0.00% | New | 2,766 | $551K |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.9% | 2,728 | $545K |
| Voya Investment Management LLC | 0.00% | Reduce -4.1% | 2,683 | $536K |
| Diametric Capital, LP | 0.26% | Add +13.5% | 2,666 | $532K |
| Arizona State Retirement System | 0.00% | Add +3.0% | 2,623 | $524K |
| Engineers Gate Manager LP | 0.01% | Reduce -36.8% | 2,585 | $516K |
| Andina Capital Management, LLC | 0.38% | Add +4.0% | 2,496 | $498K |
| WINTON GROUP Ltd | 0.03% | New | 2,474 | $494K |
| Occudo Quantitative Strategies LP | 0.09% | Reduce -71.3% | 2,397 | $478K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 2,320 | $463K |
| Alps Advisors Inc. | 0.00% | Reduce -33.9% | 2,221 | $443K |
| Cambria Investment Management, L.P. | 0.03% | New | 2,175 | $434K |
| Wexford Capital LP | 0.10% | Reduce -4.4% | 2,150 | $429K |
| City Center Advisors, LLC | 0.47% | New | 2,107 | $421K |
| Cynosure Group, LLC | 0.06% | Reduce -25.3% | 2,103 | $420K |
| Vestcor Inc | 0.01% | No change | 2,047 | $409K |
| Precision Wealth Strategies, LLC | 0.38% | New | 2,045 | $408K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -80.7% | 2,028 | $405K |
| 1ST Source Bank | 0.02% | No change | 2,000 | $399K |
| Simplex Trading, LLC | 0.01% | New | 1,935 | $386K |
| Versor Investments LP | 0.06% | Reduce -71.8% | 1,893 | $378K |
| Ausbil Investment Management Ltd | 0.13% | New | 1,880 | $375K |
| Prelude Capital Management, LLC | 0.03% | Reduce -13.2% | 1,871 | $373K |
| Inceptionr LLC | 0.09% | New | 1,814 | $362K |
| NewEdge Advisors, LLC | 0.00% | Add +2.6% | 1,806 | $361K |
| Natixis | 0.00% | New | 1,779 | $355K |
| Mariner, LLC | 0.00% | Add +0.8% | 1,697 | $339K |
| Arete Wealth Advisors, LLC | 0.03% | New | 1,697 | $335K |
| Tidal Investments LLC | 0.00% | New | 1,664 | $332K |
| Creative Planning | 0.00% | New | 1,650 | $329K |
| Envestnet Asset Management Inc. | 0.00% | New | 1,644 | $328K |
| Acadian Asset Management LLC | 0.00% | Reduce -59.7% | 1,571 | $313K |
| ProShare Advisors LLC | 0.00% | New | 1,555 | $310K |
| Globeflex Capital L P | 0.03% | Reduce -61.8% | 1,520 | $303K |
| Pictet Asset Management Holding SA | 0.00% | No change | 1,501 | $300K |
| Insigneo Advisory Services, LLC | 0.03% | New | 1,500 | $299K |
| Nkcfo LLC | 0.14% | New | 1,500 | $299K |
| Royal Bank of Canada | 0.00% | Add +15.3% | 1,480 | $297K |
| Belvedere Trading LLC | 0.02% | New | 1,465 | $292K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -7.2% | 1,421 | $284K |
| Insight Wealth Strategies, LLC | 0.04% | New | 1,338 | $267K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 1,336 | $267K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 1,336 | $267K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 1,223 | $244K |
| Summit Trail Advisors, LLC | 0.01% | New | 1,211 | $242K |
| Souders Financial Advisors | 0.03% | New | 1,209 | $241K |
| Covestor Ltd | 0.14% | Add +10290.9% | 1,143 | $228K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -37.0% | 1,107 | $221K |
| Avantax Advisory Services, Inc. | 0.00% | New | 1,102 | $220K |
| BlueSky Wealth Advisors, LLC | 0.03% | New | 1,100 | $220K |
| Carmichael Hill & Associates, Inc. | 0.07% | No change | 1,000 | $200K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 808 | $161K |
| AlphaQuest LLC | 0.01% | Add +159.5% | 768 | $153K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 756 | $151K |
| Walleye Trading LLC | 0.00% | New | 717 | $143K |
| New York State Teachers Retirement System | 0.00% | No change | 717 | $143K |
| Cwm, LLC | 0.00% | Add +17.2% | 682 | $136K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.9% | 500 | $100K |
| Aster Capital Management (DIFC) Ltd | 0.02% | — | 470 | $94K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +356.6% | 452 | $90K |
| Sunbelt Securities, Inc. | 0.01% | No change | 395 | $79K |
| Comerica Bank | 0.00% | Add +180.0% | 350 | $70K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 341 | $68K |
| Federated Hermes, Inc. | 0.00% | Add +16.7% | 314 | $63K |
| Amalgamated Bank | 0.00% | No change | 288 | $57K |
| KBC Group NV | 0.00% | No change | 263 | $53K |
| GAMMA Investing LLC | 0.00% | Add +18.6% | 223 | $45K |
| Gladius Capital Management LP | 0.03% | New | 220 | $44K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -28.5% | 208 | $42K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $40K |
| University of Texas/Texas Am Investment Management Co. | 0.01% | New | 185 | $37K |
| Group One Trading LLC | 0.00% | New | 176 | $35K |
| PNC Financial Services Group, Inc. | 0.00% | New | 150 | $30K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.0% | 147 | $29K |
| J.Safra Asset Management Corp | 0.00% | Add +1157.1% | 88 | $18K |
| Matrix Trust Co | 0.00% | New | 80 | $16K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 51 | $10K |
| Prestige Wealth Management Group LLC | 0.00% | New | 50 | $10K |
| IFP Advisors, Inc | 0.00% | No change | 50 | $10K |
| Larson Financial Group LLC | 0.00% | New | 48 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 46 | $9K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 35 | $7K |
| US Bancorp \de | 0.00% | New | 32 | $6K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | New | 30 | $6K |
| LRI Investments, LLC | 0.00% | New | 23 | $6K |
| Altshuler Shaham Ltd | 0.00% | New | 23 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +69.2% | 22 | $4K |
| Hollencrest Capital Management | 0.00% | New | 20 | $4K |
| Anfield Capital Management, LLC | 0.00% | No change | 19 | $4K |
| Earned Wealth Advisors, LLC | 0.00% | New | 16 | $3K |
| Signaturefd, LLC | 0.00% | New | 14 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +33.3% | 12 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -33.3% | 12 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 11 | $2K |
| Sterling Capital Management LLC | 0.00% | — | 8 | $2K |
| Rothschild Investment LLC | 0.00% | Add +133.3% | 7 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 6 | $1K |
| Hemington Wealth Management | 0.00% | New | 8 | $1K |
| Lindbrook Capital, LLC | 0.00% | New | 4 | $798 |
| Concord Wealth Partners | 0.00% | New | 3 | $599 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $599 |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | New | 3 | $599 |
| True Wealth Design, LLC | 0.00% | New | 2 | $400 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -33.3% | 2 | $400 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 1 | $200 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $200 |
| Farther Finance Advisors, LLC | 0.00% | New | 1 | $200 |
"% of holder's portfolio" is IESC's weight in each manager's 13F, not the share of Ies Holdings Inc. the manager owns.