Ies HoldingsIESC

13F holders, Q4 2024 (December 31)
255holders +17
41new positions
30sold out
6famous investors
$200.97avg. 13F price*

At the end of Q4 2024, 255 institutions reported holding Ies Holdings Inc. (IESC) in their 13F filings, up 17 from Q3 2024. 41 opened new positions and 30 sold out. The largest holders were Gendell Jeffrey L ($2.2B), FMR LLC ($289.4M) and Vanguard Group Inc. ($151.4M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% 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 (Q4 2024)
CUSIP
44951W106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 157Q1 2024Q2 2024: 197Q2 2024Q3 2024: 238Q3 2024Q4 2024: 255Q4 2024Q1 2025: 244Q1 2025Q2 2025: 273Q2 2025Q3 2025: 321Q3 2025Q4 2025: 344Q4 2025Q1 2026: 351Q1 2026Q2 2026: 414Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions41$44.3M
Exits30$36.2M

All 13F filers, Q3 2024 → Q4 2024: 953,600 shares bought and 953,249 shares sold, net +351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 255 holders

Gendell Jeffrey L 67.43% Reduce -0.2% 10,717,968 $2.2B
FMR LLC 0.02% Reduce -2.4% 1,440,280 $289.4M
Vanguard Group Inc. 0.00% Add +38.9% 753,331 $151.4M
BlackRock, Inc. 0.00% Add +11.9% 736,304 $148.0M
Dimensional Fund Advisors LP 0.03% Reduce -2.2% 663,935 $133.4M
Geode Capital Management, LLC 0.00% Add +17.0% 244,620 $49.2M
State Street Corp. 0.00% Reduce -3.1% 203,404 $40.9M
Invesco Ltd. 0.01% Add +27.6% 200,799 $40.4M
AltraVue Capital, LLC 3.34% Reduce -25.6% 199,817 $40.2M
Royce & Associates LP 0.33% Reduce -39.5% 178,404 $35.9M
Renaissance Technologies 0.05% Reduce -8.5% 163,532 $32.9M
Franklin Resources Inc. 0.01% Add +4.6% 162,561 $32.7M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -5.4% 156,080 $31.4M
Morgan Stanley 0.00% Add +7.9% 132,659 $26.7M
Thrivent Financial for Lutherans 0.05% Add +140.3% 125,500 $25.2M
Goldman Sachs Group Inc. 0.00% Add +35.5% 106,993 $21.5M
Ophir Asset Management Pty Ltd 2.68% Reduce -40.5% 89,704 $18.0M
Northern Trust Corp. 0.00% Add +1.2% 84,702 $17.0M
Summit Partners Public Asset Management, LLC 0.56% Reduce -29.8% 83,801 $16.8M
Hennessy Advisors Inc. 0.49% Add +6.9% 82,600 $16.6M
Charles Schwab Investment Management Inc. 0.00% Add +6.2% 81,457 $16.4M
Qube Research & Technologies Ltd 0.02% Add +125.0% 74,615 $15.0M
American Century Companies Inc. 0.01% Reduce -5.8% 52,733 $10.6M
Citadel Advisors 0.01% Add +25.1% 50,731 $10.2M
LPL Financial LLC 0.00% Add +588.0% 46,426 $9.3M
Man Group plc 0.03% New 42,282 $8.5M
JB Capital Partners LP 1.61% No change 41,845 $8.4M
Kennedy Capital Management LLC 0.18% Reduce -20.8% 40,681 $8.2M
Legato Capital Management LLC 1.06% Reduce -25.6% 40,293 $8.1M
New York State Common Retirement Fund 0.01% Reduce -24.3% 39,261 $7.9M
Neuberger Berman Group LLC 0.01% Reduce -0.8% 39,025 $7.8M
First Trust Advisors LP 0.01% Reduce -6.7% 37,432 $7.5M
JPMorgan Chase & Co. 0.00% Reduce -11.4% 36,759 $7.4M
Nuveen Asset Management, LLC 0.00% Add +36.8% 35,315 $7.1M
Cubist Systematic Strategies, LLC 0.12% New 35,206 $7.1M
Janus Henderson Group PLC 0.00% Add +17.0% 35,070 $7.0M
AQR Capital Management 0.01% Add +22.3% 33,589 $6.8M
AdvisorShares Investments LLC 1.30% New 33,500 $6.7M
Fundsmith Investment Services LTD. 0.09% New 33,400 $6.7M
State of Wyoming 0.83% Reduce -35.0% 32,544 $6.5M
Deutsche Bank AG 0.00% Add +40.8% 30,703 $6.2M
Algert Global LLC 0.14% Add +6.4% 29,076 $5.8M
Janney Montgomery Scott LLC 0.02% Reduce -1.7% 27,647 $5.6M
UBS Group AG 0.00% Add +159.1% 26,653 $5.4M
Susquehanna International Group, LLP 0.01% Reduce -36.7% 26,189 $5.3M
Ameriprise Financial Inc. 0.00% Reduce -18.5% 26,276 $5.3M
Millennium Management 0.00% Add +650.6% 25,462 $5.1M
Alliancebernstein L.P. 0.00% Reduce -29.0% 23,892 $4.8M
Bank of New York Mellon Corp 0.00% Reduce -24.7% 23,155 $4.7M
Apis Capital Advisors, LLC 2.96% Reduce -52.1% 22,140 $4.4M
Lazard Asset Management LLC 0.01% Add +21.3% 21,978 $4.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +9.7% 21,352 $4.3M
F/m Investments LLC 0.15% Reduce -62.1% 20,689 $4.2M
Royal Bank of Canada 0.00% Add +1208.5% 19,365 $3.9M
Russell Investments Group, Ltd. 0.01% Reduce -15.3% 19,147 $3.8M
Swiss National Bank 0.00% Reduce -1.1% 17,600 $3.5M
Two Sigma Investments, LP 0.01% Reduce -21.4% 17,582 $3.5M
Barclays PLC 0.00% Add +14.0% 17,303 $3.5M
Vident Advisory, LLC 0.06% Reduce -1.5% 16,683 $3.4M
Jane Street Group, LLC 0.01% Reduce -47.7% 15,453 $3.1M
RBF Capital, LLC 0.16% No change 15,000 $3.0M
Assenagon Asset Management S.A. 0.01% Reduce -82.5% 14,796 $3.0M
Wells Fargo & Company 0.00% Add +3.3% 13,174 $2.6M
Informed Momentum Co LLC 0.37% Reduce -27.2% 12,828 $2.6M
Asset Management One Co., Ltd. 0.01% Reduce -22.5% 12,097 $2.5M
Rhumbline Advisers 0.00% Add +1.4% 12,297 $2.5M
Steamboat Capital Partners, LLC 0.74% Add +142.0% 11,833 $2.4M
Raymond James Financial Inc. 0.00% — 11,747 $2.4M
AXA S.A. 0.01% New 11,582 $2.3M
Squarepoint Ops LLC 0.01% Reduce -2.8% 10,622 $2.1M
Bantamac Capital, LLC 0.95% Reduce -13.9% 10,495 $2.1M
Legal & General Group Plc 0.00% Add +2.7% 10,269 $2.1M
Knights of Columbus Asset Advisors LLC 0.14% Reduce -28.8% 10,179 $2.0M
Annex Advisory Services, LLC 0.06% Reduce -1.1% 9,901 $2.0M
Wolverine Trading, LLC 0.04% Add +56.7% 9,739 $2.0M
Harvest Investment Services, LLC 0.47% Add +184.9% 9,497 $1.9M
State of Wisconsin Investment Board 0.00% Reduce -20.0% 9,298 $1.9M
Bank of America Corp. 0.00% Reduce -15.5% 8,806 $1.8M
Cetera Investment Advisers 0.00% Add +0.1% 8,674 $1.7M
Principal Financial Group Inc. 0.00% Add +14.9% 8,352 $1.7M
California State Teachers Retirement System 0.00% Reduce -2.3% 8,351 $1.7M
Credit Agricole S A 0.01% Add +44.8% 8,120 $1.6M
Peterson Wealth Services 0.50% Add +1.3% 8,110 $1.6M
Citigroup Inc. 0.00% Reduce -7.1% 7,809 $1.6M
Norges Bank 0.00% New 7,746 $1.6M
LRT Capital Management, LLC 1.17% New 7,447 $1.5M
State of New Jersey Common Pension Fund D 0.01% New 7,352 $1.5M
Truist Financial Corp. 0.00% Add +0.4% 7,339 $1.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.8% 7,018 $1.4M
Convergence Investment Partners, LLC 0.31% Add +26.4% 7,010 $1.4M
Victory Capital Management Inc. 0.00% Reduce -25.7% 6,555 $1.3M
Teacher Retirement System of Texas 0.00% Reduce -18.4% 6,503 $1.3M
Yorktown Management & Research Co Inc 1.22% No change 6,340 $1.3M
Truvestments Capital LLC 0.31% Add +13.3% 5,988 $1.2M
Cavalier Investments, LLC 0.38% Add +3.5% 5,664 $1.1M
Navellier & Associates Inc. 0.13% Add +70.9% 5,190 $1.0M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -51.8% 5,092 $1.0M
MetLife Investment Management, LLC 0.01% Add +4.9% 5,050 $1.0M
HSBC Holdings PLC 0.00% Add +78.4% 4,934 $995K
Marshall Wace, LLP 0.00% Reduce -72.2% 4,788 $962K

"% of holder's portfolio" is IESC's weight in each manager's 13F, not the share of Ies Holdings Inc. the manager owns.

Show all 255 holders