Ies HoldingsIESC
13F holders, Q1 2025 (March 31)244holders −11
37new positions
49sold out
6famous investors
$165.14avg. 13F price*
At the end of Q1 2025, 244 institutions reported holding Ies Holdings Inc. (IESC) in their 13F filings, down 11 from Q4 2024. 37 opened new positions and 49 sold out. The largest holders were Gendell Jeffrey L ($1.8B), FMR LLC ($350.3M) and BlackRock, Inc. ($124.5M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Ies Holdings Inc.
- Filed as
- IES HLDGS INC (Q1 2025)
- CUSIP
- 44951W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $39.6M |
| Exits | 49 | $41.3M |
All 13F filers, Q4 2024 → Q1 2025: 1,433,906 shares bought and 945,768 shares sold, net +488,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 244 holders
| Gendell Jeffrey L | 76.40% | No change | 10,717,968 | $1.8B |
| FMR LLC | 0.02% | Add +47.3% | 2,121,723 | $350.3M |
| BlackRock, Inc. | 0.00% | Add +2.4% | 754,245 | $124.5M |
| Vanguard Group Inc. | 0.00% | Reduce -4.0% | 722,958 | $119.4M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -3.1% | 643,310 | $106.2M |
| Geode Capital Management, LLC | 0.00% | Add +3.0% | 251,967 | $41.6M |
| Thrivent Financial for Lutherans | 0.09% | Add +94.0% | 243,441 | $40.2M |
| Morgan Stanley | 0.00% | Add +56.5% | 207,651 | $34.3M |
| State Street Corp. | 0.00% | Reduce -2.9% | 197,511 | $32.6M |
| Royce & Associates LP | 0.32% | Reduce -0.1% | 178,227 | $29.4M |
| AltraVue Capital, LLC | 2.61% | Reduce -21.2% | 157,517 | $26.0M |
| Renaissance Technologies | 0.04% | Reduce -8.0% | 150,432 | $24.8M |
| Franklin Resources Inc. | 0.01% | Reduce -21.4% | 127,835 | $21.1M |
| Lord, Abbett & Co. LLC | 0.06% | New | 102,069 | $16.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.5% | 92,576 | $15.3M |
| Northern Trust Corp. | 0.00% | Reduce -3.1% | 82,108 | $13.6M |
| Kennedy Capital Management LLC | 0.30% | Add +88.9% | 76,856 | $12.7M |
| Ophir Asset Management Pty Ltd | 2.20% | Reduce -14.8% | 76,395 | $12.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.0% | 75,752 | $12.5M |
| Hennessy Advisors Inc. | 0.41% | Reduce -10.3% | 74,100 | $12.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -52.9% | 73,468 | $12.1M |
| Invesco Ltd. | 0.00% | Reduce -68.3% | 63,718 | $10.5M |
| Two Sigma Investments, LP | 0.02% | Add +231.5% | 58,281 | $9.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1642.8% | 57,478 | $9.5M |
| American Century Companies Inc. | 0.01% | Add +1.8% | 53,699 | $8.9M |
| Summit Partners Public Asset Management, LLC | 0.42% | Reduce -36.8% | 53,000 | $8.8M |
| UBS Group AG | 0.00% | Add +93.3% | 51,512 | $8.5M |
| LPL Financial LLC | 0.00% | Add +6.1% | 49,264 | $8.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -39.4% | 45,185 | $7.5M |
| State of Wyoming | 0.92% | Add +28.9% | 41,940 | $6.9M |
| JB Capital Partners LP | 1.45% | No change | 41,845 | $6.9M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.3% | 38,900 | $6.4M |
| Apis Capital Advisors, LLC | 3.03% | Add +71.6% | 38,000 | $6.3M |
| Legato Capital Management LLC | 0.78% | Reduce -13.1% | 35,003 | $5.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -12.4% | 34,401 | $5.7M |
| AdvisorShares Investments LLC | 1.10% | Reduce -0.9% | 33,190 | $5.6M |
| Fundsmith Investment Services LTD. | 0.08% | No change | 33,400 | $5.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -6.0% | 32,956 | $5.5M |
| First Trust Advisors LP | 0.00% | Reduce -13.9% | 32,224 | $5.3M |
| Nuveen, LLC | 0.00% | — | 31,453 | $5.2M |
| Deutsche Bank AG | 0.00% | Reduce -2.2% | 30,031 | $5.0M |
| Tudor Investment Corporation | 0.04% | New | 30,000 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.1% | 29,022 | $4.8M |
| AQR Capital Management | 0.00% | Reduce -15.4% | 28,412 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Add +3.9% | 27,210 | $4.5M |
| Bank of America Corp. | 0.00% | Add +195.7% | 26,037 | $4.3M |
| Bank of New York Mellon Corp | 0.00% | Add +9.8% | 25,428 | $4.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.8% | 24,493 | $4.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +6.7% | 22,787 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -13.5% | 20,672 | $3.4M |
| Steamboat Capital Partners, LLC | 0.98% | Add +65.8% | 19,619 | $3.2M |
| Two Sigma Advisers, LP | 0.01% | Add +314.9% | 19,500 | $3.2M |
| Swedbank AB | 0.00% | New | 19,000 | $3.1M |
| Vident Advisory, LLC | 0.04% | Add +8.2% | 18,054 | $3.0M |
| Swiss National Bank | 0.00% | Reduce -1.1% | 17,400 | $2.9M |
| Wolverine Trading, LLC | 0.09% | Add +71.9% | 16,739 | $2.8M |
| F/m Investments LLC | 0.11% | Reduce -21.8% | 16,184 | $2.7M |
| RBF Capital, LLC | 0.16% | No change | 15,000 | $2.5M |
| Capital Fund Management S.A. | 0.03% | New | 14,181 | $2.3M |
| Annex Advisory Services, LLC | 0.06% | Add +35.6% | 13,423 | $2.2M |
| Rhumbline Advisers | 0.00% | Add +3.0% | 12,663 | $2.1M |
| Victory Capital Management Inc. | 0.00% | Add +91.6% | 12,561 | $2.1M |
| Credit Agricole S A | 0.01% | Add +52.5% | 12,382 | $2.0M |
| Asset Management One Co., Ltd. | 0.01% | Add +0.4% | 12,141 | $2.0M |
| Beaconlight Capital, LLC | 1.29% | New | 11,388 | $1.9M |
| Barclays PLC | 0.00% | Reduce -34.4% | 11,355 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.4% | 11,345 | $1.9M |
| Knights of Columbus Asset Advisors LLC | 0.13% | Add +11.1% | 11,306 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -41.1% | 11,274 | $1.9M |
| Wells Fargo & Company | 0.00% | Reduce -16.2% | 11,036 | $1.8M |
| Gabelli Funds LLC | 0.01% | Add +970.0% | 10,700 | $1.8M |
| Bantamac Capital, LLC | 0.84% | Add +1.0% | 10,603 | $1.8M |
| Oakwell Private Wealth Management, LLC | 0.46% | New | 10,039 | $1.7M |
| Timucuan Asset Management Inc. | 0.05% | New | 10,000 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -80.3% | 9,977 | $1.6M |
| Algert Global LLC | 0.04% | Reduce -66.2% | 9,824 | $1.6M |
| Legal & General Group Plc | 0.00% | Reduce -4.7% | 9,788 | $1.6M |
| AXA S.A. | 0.01% | Reduce -19.1% | 9,367 | $1.5M |
| Brant Point Investment Management LLC | 0.36% | New | 8,890 | $1.5M |
| State of Wisconsin Investment Board | 0.00% | Reduce -4.9% | 8,839 | $1.5M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -40.4% | 8,821 | $1.5M |
| Fiera Capital Corp | 0.01% | New | 8,767 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 8,694 | $1.4M |
| Principal Financial Group Inc. | 0.00% | Add +1.1% | 8,447 | $1.4M |
| California State Teachers Retirement System | 0.00% | No change | 8,351 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +16.0% | 8,139 | $1.3M |
| Dark Forest Capital Management LP | 0.06% | Add +130.0% | 8,063 | $1.3M |
| LRT Capital Management, LLC | 0.91% | Add +8.2% | 8,061 | $1.3M |
| PDT Partners, LLC | 0.09% | Add +142.5% | 8,033 | $1.3M |
| Citigroup Inc. | 0.00% | Add +0.1% | 7,815 | $1.3M |
| Norges Bank | 0.00% | No change | 7,746 | $1.3M |
| Truvestments Capital LLC | 0.27% | Add +26.8% | 7,590 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -5.1% | 6,963 | $1.1M |
| Man Group plc | 0.00% | Reduce -83.8% | 6,827 | $1.1M |
| Meeder Asset Management Inc. | 0.07% | New | 6,603 | $1.1M |
| Yorktown Management & Research Co Inc | 1.14% | No change | 6,340 | $1.0M |
| Intech Investment Management LLC | 0.01% | Add +34.5% | 5,704 | $942K |
| Cavalier Investments, LLC | 0.32% | Reduce -0.1% | 5,656 | $934K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 5,300 | $875K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.8% | 4,904 | $810K |
| MetLife Investment Management, LLC | 0.00% | Reduce -4.0% | 4,847 | $800K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +84.6% | 4,428 | $731K |
| Hedeker Wealth, LLC | 0.20% | New | 4,404 | $727K |
| Squarepoint Ops LLC | 0.00% | Reduce -58.7% | 4,391 | $725K |
| Navellier & Associates Inc. | 0.10% | Reduce -44.4% | 2,886 | $695K |
| Gotham Asset Management | 0.01% | Add +30.6% | 4,204 | $694K |
| STRS Ohio | 0.00% | Add +2.5% | 4,100 | $677K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 4,030 | $665K |
| Bridgewater Advisors Inc. | 0.06% | New | 3,343 | $665K |
| Handelsbanken Fonder AB | 0.00% | No change | 3,900 | $644K |
| Bourgeon Capital Management LLC | 0.13% | No change | 3,568 | $589K |
| Peterson Wealth Services | 0.18% | Reduce -56.2% | 3,555 | $587K |
| Aviva PLC | 0.00% | Add +47.5% | 3,488 | $576K |
| Prelude Capital Management, LLC | 0.06% | New | 3,438 | $568K |
| Moran Wealth Management, LLC | 0.02% | Reduce -0.8% | 3,372 | $557K |
| PFG Advisors | 0.03% | Reduce -12.9% | 3,320 | $548K |
| Aldebaran Capital, LLC | 0.52% | Reduce -20.0% | 3,294 | $544K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +52.6% | 3,053 | $504K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +52.6% | 3,053 | $504K |
| Corient Private Wealth LP | 0.00% | Reduce -6.1% | 3,015 | $498K |
| Itau Unibanco Holding S.A. | 0.02% | Add +42.8% | 2,999 | $495K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -31.5% | 2,979 | $492K |
| Sei Investments Co. | 0.00% | Reduce -26.7% | 2,964 | $489K |
| Boston Partners | 0.00% | Add +3.0% | 2,870 | $474K |
| IFP Advisors, Inc | 0.01% | Add +10656.0% | 2,689 | $444K |
| Dynamic Technology Lab Private Ltd | 0.06% | Add +7.1% | 2,648 | $437K |
| Stifel Financial Corp. | 0.00% | Reduce -12.2% | 2,641 | $436K |
| Teacher Retirement System of Texas | 0.00% | Reduce -60.4% | 2,573 | $425K |
| Arizona State Retirement System | 0.00% | Reduce -1.4% | 2,560 | $423K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.4% | 2,487 | $411K |
| Cambria Investment Management, L.P. | 0.03% | Add +3.3% | 2,479 | $409K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +34.5% | 2,359 | $389K |
| Tidal Investments LLC | 0.00% | Add +10.4% | 2,327 | $384K |
| Voya Investment Management LLC | 0.00% | Reduce -10.3% | 2,228 | $368K |
| Ieq Capital, LLC | 0.00% | Add +112.5% | 2,193 | $362K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 2,160 | $357K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -57.9% | 2,146 | $354K |
| Ritholtz Wealth Management | 0.01% | Reduce -34.3% | 2,140 | $353K |
| HighTower Advisors, LLC | 0.00% | Add +31.8% | 2,085 | $344K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -40.1% | 2,071 | $342K |
| Cynosure Group, LLC | 0.05% | Add +49.8% | 2,021 | $334K |
| 1ST Source Bank | 0.02% | No change | 2,000 | $330K |
| Alps Advisors Inc. | 0.00% | Reduce -13.1% | 1,931 | $319K |
| KLP Kapitalforvaltning As | 0.00% | No change | 1,900 | $314K |
| Two Sigma Securities, LLC | 0.05% | New | 1,898 | $313K |
| Cibc World Markets Corp. | 0.00% | New | 1,826 | $301K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,796 | $297K |
| ProShare Advisors LLC | 0.00% | Reduce -23.1% | 1,781 | $294K |
| Creative Planning | 0.00% | Reduce -13.7% | 1,758 | $290K |
| Royal Bank of Canada | 0.00% | Reduce -90.9% | 1,755 | $290K |
| NewEdge Advisors, LLC | 0.00% | Reduce -52.6% | 1,741 | $287K |
| Mariner, LLC | 0.00% | Add +12.2% | 1,690 | $279K |
| Florida Financial Advisors, LLC | 0.10% | New | 1,507 | $250K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -15.3% | 1,454 | $240K |
| Wexford Capital LP | 0.06% | Reduce -39.1% | 1,400 | $231K |
| Optimum Investment Advisors | 0.11% | Reduce -57.5% | 1,380 | $228K |
| Cwm, LLC | 0.00% | Add +50.8% | 1,354 | $224K |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.3% | 1,352 | $223K |
| Insight Wealth Strategies, LLC | 0.03% | No change | 1,338 | $221K |
| Summit Trail Advisors, LLC | 0.01% | Add +7.6% | 1,338 | $221K |
| Diametric Capital, LP | 0.26% | New | 1,316 | $217K |
| Highland Capital Management, LLC | 0.01% | Add +22.6% | 1,294 | $214K |
| City Center Advisors, LLC | 0.24% | Reduce -22.0% | 1,258 | $208K |
| Millennium Management | 0.00% | Reduce -95.1% | 1,242 | $205K |
| Pictet Asset Management Holding SA | 0.00% | No change | 1,231 | $203K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 1,223 | $202K |
| City State Bank | 0.07% | Add +127.6% | 1,195 | $197K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.09% | Add +1514.3% | 1,130 | $187K |
| MAI Capital Management | 0.00% | No change | 1,070 | $177K |
| BNP Paribas Financial Markets | 0.00% | Reduce -33.2% | 1,060 | $175K |
| Lazard Asset Management LLC | 0.00% | Reduce -95.5% | 987 | $162K |
| Contravisory Investment Management, Inc. | 0.03% | Add +162.5% | 882 | $146K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 861 | $142K |
| New York State Teachers Retirement System | 0.00% | No change | 717 | $118K |
| Osaic Holdings, Inc. | 0.00% | Reduce -74.9% | 706 | $117K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +165.0% | 530 | $88K |
| Walleye Capital LLC | 0.00% | Reduce -50.2% | 469 | $77K |
| KBC Group NV | 0.00% | Add +5.2% | 422 | $70K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.8% | 358 | $59K |
| Harbour Investments, Inc. | 0.00% | No change | 355 | $59K |
| Comerica Bank | 0.00% | Reduce -30.2% | 354 | $59K |
| Jones Financial Companies LLLP | 0.00% | Reduce -6.8% | 345 | $58K |
| AlphaQuest LLC | 0.01% | Reduce -6.3% | 345 | $57K |
| Amalgamated Bank | 0.00% | Add +0.3% | 289 | $48K |
| GAMMA Investing LLC | 0.00% | Add +8.9% | 256 | $42K |
| Catalyst Capital Advisors LLC | 0.00% | New | 220 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -47.4% | 200 | $33K |
| Smithfield Trust Co | 0.00% | No change | 170 | $28K |
| Spire Wealth Management | 0.00% | New | 148 | $24K |
| J.Safra Asset Management Corp | 0.00% | Add +6.5% | 147 | $24K |
| Blue Trust, Inc. | 0.00% | Add +12.7% | 133 | $22K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Add +966.7% | 128 | $21K |
| Federated Hermes, Inc. | 0.00% | Reduce -51.1% | 111 | $18K |
| Covestor Ltd | 0.01% | Reduce -89.1% | 91 | $15K |
| Matrix Trust Co | 0.00% | Add +4.7% | 90 | $15K |
| Versant Capital Management, Inc | 0.00% | Add +636.4% | 81 | $13K |
| Summit Securities Group LLC | 0.01% | New | 67 | $11K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -8.3% | 55 | $9K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +38.5% | 54 | $9K |
| US Bancorp \de | 0.00% | Add +53.1% | 49 | $8K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 51 | $8K |
| Banque Cantonale Vaudoise | 0.00% | — | 50 | $8K |
| CI Investments Inc. | 0.00% | Reduce -21.9% | 50 | $8K |
| Coldstream Capital Management Inc. | 0.00% | New | 47 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 46 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -91.8% | 45 | $7K |
| First Horizon Advisors, Inc. | 0.00% | New | 43 | $7K |
| Signaturefd, LLC | 0.00% | Add +44.8% | 42 | $7K |
| Rothschild Investment LLC | 0.00% | Add +350.0% | 36 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +11.5% | 29 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.7% | 24 | $4K |
| True Wealth Design, LLC | 0.00% | Add +360.0% | 23 | $4K |
| Altshuler Shaham Ltd | 0.00% | Add +57.1% | 22 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 20 | $3K |
| LRI Investments, LLC | 0.00% | Reduce -13.0% | 20 | $3K |
| Quarry LP | 0.00% | New | 16 | $3K |
| Hemington Wealth Management | 0.00% | Add +45.5% | 16 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -50.0% | 12 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | New | 10 | $2K |
| Hexagon Capital Partners LLC | 0.00% | New | 9 | $1K |
| Sterling Capital Management LLC | 0.00% | Add +12.5% | 9 | $1K |
| Allworth Financial LP | 0.00% | New | 7 | $1K |
| Brooklyn Investment Group | 0.00% | New | 8 | $1K |
| Lindbrook Capital, LLC | 0.00% | No change | 7 | $1K |
| Rise Advisors, LLC | 0.00% | New | 6 | $991 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -53.9% | 6 | $991 |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -99.7% | 5 | $841 |
| Stephens Consulting, LLC | 0.00% | New | 5 | $826 |
| Bogart Wealth, LLC | 0.00% | Reduce -75.0% | 4 | $660 |
| Rialto Wealth Management, LLC | 0.00% | New | 3 | $496 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -50.0% | 3 | $496 |
| Caitong International Asset Management Co., Ltd | 0.00% | No change | 3 | $495 |
| Global Financial Private Client, LLC | 0.00% | Add +200.0% | 3 | $495 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 3 | $495 |
| Amundi | 0.00% | New | 3 | $485 |
| WealthTrak Capital Management LLC | 0.00% | New | 2 | $331 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -33.3% | 2 | $331 |
| Optiver Holding B.V. | 0.00% | New | 2 | $330 |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $169 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $166 |
| Kestra Investment Management, LLC | 0.00% | New | 1 | $166 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $165 |
| TD Capital Management LLC | 0.00% | New | 1 | $165 |
| Stonebridge Financial Group, LLC | 0.00% | New | 1 | $165 |
"% of holder's portfolio" is IESC's weight in each manager's 13F, not the share of Ies Holdings Inc. the manager owns.