Ies HoldingsIESC

13F holders, Q2 2025 (June 30)
273holders +29
67new positions
39sold out
6famous investors
$296.45avg. 13F price*

At the end of Q2 2025, 273 institutions reported holding Ies Holdings Inc. (IESC) in their 13F filings, up 29 from Q1 2025. 67 opened new positions and 39 sold out. The largest holders were Gendell Jeffrey L ($3.2B), FMR LLC ($707.3M) and Vanguard Group Inc. ($259.0M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Ies Holdings Inc.
Filed as
IES HLDGS INC (Q2 2025)
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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions67$101.2M
Exits39$36.7M

All 13F filers, Q1 2025 → Q2 2025: 1,020,625 shares bought and 820,113 shares sold, net +200,512 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 273 holders

Gendell Jeffrey L 83.97% Reduce -0.4% 10,676,338 $3.2B
FMR LLC 0.04% Add +12.5% 2,387,550 $707.3M
Vanguard Group Inc. 0.00% Add +20.9% 874,309 $259.0M
BlackRock, Inc. 0.00% Reduce -6.3% 706,380 $209.3M
Dimensional Fund Advisors LP 0.04% Reduce -12.5% 562,674 $166.7M
Geode Capital Management, LLC 0.01% Add +4.8% 263,993 $78.2M
Thrivent Financial for Lutherans 0.14% Reduce -13.9% 209,647 $62.1M
State Street Corp. 0.00% Add +3.8% 204,948 $60.7M
Royce & Associates LP 0.55% Add +2.3% 182,252 $54.0M
AltraVue Capital, LLC 4.24% Add +3.4% 162,897 $48.3M
Pertento Partners LLP 5.30% New 158,378 $46.9M
Franklin Resources Inc. 0.01% Add +17.0% 149,573 $44.3M
Morgan Stanley 0.00% Reduce -34.2% 136,618 $40.5M
Renaissance Technologies 0.05% Reduce -11.9% 132,532 $39.3M
Lord, Abbett & Co. LLC 0.12% Add +13.8% 116,162 $34.4M
Arrowstreet Capital, Limited Partnership 0.02% Add +50.1% 110,313 $32.7M
Ophir Asset Management Pty Ltd 4.50% Add +7.1% 81,814 $28.3M
Invesco Ltd. 0.00% Add +43.7% 91,567 $27.1M
Northern Trust Corp. 0.00% Add +3.3% 84,812 $25.1M
Goldman Sachs Group Inc. 0.00% Reduce -15.2% 78,554 $23.3M
Charles Schwab Investment Management Inc. 0.00% Add +1.2% 76,649 $22.7M
American Century Companies Inc. 0.01% Add +42.6% 76,551 $22.7M
Kennedy Capital Management LLC 0.43% Reduce -20.1% 61,372 $18.2M
T. Rowe Price Associates Inc. 0.00% Add +1.7% 58,469 $17.3M
LPL Financial LLC 0.01% Add +11.0% 54,676 $16.2M
UBS Group AG 0.00% Add +5.1% 54,123 $16.0M
United Capital Management of KS, Inc. 2.13% New 45,874 $13.6M
JB Capital Partners LP 2.30% No change 41,845 $12.4M
Neuberger Berman Group LLC 0.01% Reduce -0.9% 38,533 $11.4M
Legato Capital Management LLC 1.24% Add +0.6% 35,213 $10.4M
New York State Common Retirement Fund 0.01% Add +1.7% 34,971 $10.4M
Congress Asset Management Co. 0.07% New 34,652 $10.3M
AdvisorShares Investments LLC 1.82% Add +2.4% 33,996 $10.1M
Fundsmith Investment Services LTD. 0.13% No change 33,400 $9.9M
Swedbank AB 0.01% Add +68.4% 32,000 $9.5M
First Trust Advisors LP 0.01% Reduce -7.2% 29,916 $8.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +29.6% 29,540 $8.8M
Deutsche Bank AG 0.00% Reduce -2.1% 29,390 $8.7M
Apis Capital Advisors, LLC 3.03% Reduce -24.2% 28,800 $8.5M
JPMorgan Chase & Co. 0.00% Reduce -2.1% 28,414 $8.4M
Bank of New York Mellon Corp 0.00% Add +10.5% 28,101 $8.3M
State of Wyoming 0.97% Reduce -36.1% 26,797 $7.9M
AQR Capital Management 0.01% Reduce -6.8% 26,482 $7.8M
Tudor Investment Corporation 0.06% Reduce -16.7% 25,000 $7.4M
Nuveen, LLC 0.00% Reduce -27.2% 22,891 $6.8M
Susquehanna International Group, LLP 0.01% Reduce -19.9% 21,792 $6.5M
Steamboat Capital Partners, LLC 1.63% Reduce -1.9% 19,255 $5.7M
Barclays PLC 0.00% Add +68.5% 19,135 $5.7M
Vident Advisory, LLC 0.06% Add +2.9% 18,571 $5.5M
Alliancebernstein L.P. 0.00% Reduce -11.8% 18,242 $5.4M
Janus Henderson Group PLC 0.00% Reduce -47.0% 17,482 $5.2M
Swiss National Bank 0.00% Reduce -1.1% 17,200 $5.1M
Great Lakes Advisors, LLC 0.04% New 16,967 $5.0M
Citadel Advisors 0.00% Add +66.6% 16,621 $4.9M
Ameriprise Financial Inc. 0.00% Reduce -32.4% 16,563 $4.9M
F/m Investments LLC 0.17% Add +0.3% 16,235 $4.8M
Capital Fund Management S.A. 0.05% Add +13.2% 16,059 $4.8M
Informed Momentum Co LLC 0.69% New 15,442 $4.6M
RBF Capital, LLC 0.22% No change 15,000 $4.4M
Rhumbline Advisers 0.00% Add +15.8% 14,658 $4.3M
Annex Advisory Services, LLC 0.10% Add +4.1% 13,976 $4.1M
Polen Capital Management LLC 0.01% New 13,821 $4.1M
Algert Global LLC 0.08% Add +29.2% 12,694 $3.8M
Man Group plc 0.01% Add +82.2% 12,439 $3.7M
Meeder Asset Management Inc. 0.22% Add +87.1% 12,357 $3.7M
Two Sigma Investments, LP 0.01% Reduce -79.7% 11,813 $3.5M
Principal Financial Group Inc. 0.00% Add +38.8% 11,726 $3.5M
Wells Fargo & Company 0.00% Add +4.1% 11,484 $3.4M
Bantamac Capital, LLC 1.14% Add +0.9% 10,697 $3.2M
Legal & General Group Plc 0.00% Add +8.4% 10,614 $3.1M
Timucuan Asset Management Inc. 0.09% No change 10,000 $3.0M
AXA S.A. 0.01% Add +6.8% 9,999 $3.0M
Asset Management One Co., Ltd. 0.01% Reduce -21.0% 9,591 $2.8M
Bank of America Corp. 0.00% Reduce -63.6% 9,468 $2.8M
Fiera Capital Corp 0.01% Reduce -1.0% 8,679 $2.6M
Cetera Investment Advisers 0.00% Reduce -1.3% 8,583 $2.5M
California State Teachers Retirement System 0.00% Reduce -0.5% 8,312 $2.5M
Assenagon Asset Management S.A. 0.00% Reduce -8.2% 8,101 $2.4M
Truvestments Capital LLC 0.48% Add +6.0% 8,042 $2.4M
Knights of Columbus Asset Advisors LLC 0.14% Reduce -30.7% 7,830 $2.3M
LRT Capital Management, LLC 1.35% Reduce -5.0% 7,661 $2.3M
Royal Bank of Canada 0.00% Add +322.5% 7,415 $2.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -9.3% 7,379 $2.2M
Truist Financial Corp. 0.00% Reduce -0.5% 6,929 $2.1M
Gabelli Funds LLC 0.01% Reduce -39.3% 6,500 $1.9M
Yorktown Management & Research Co Inc 1.79% No change 6,340 $1.9M
De Lisle Partners LLP 0.25% New 6,000 $1.8M
State of Wisconsin Investment Board 0.00% Reduce -34.7% 5,775 $1.7M
Orion Porfolio Solutions, LLC 0.01% Add +85.0% 5,649 $1.7M
Cavalier Investments, LLC 0.50% Reduce -1.6% 5,564 $1.6M
Verition Fund Management LLC 0.01% New 5,559 $1.6M
Sei Investments Co. 0.00% Add +85.4% 5,496 $1.6M
MetLife Investment Management, LLC 0.01% Add +11.2% 5,389 $1.6M
Citigroup Inc. 0.00% Reduce -35.1% 5,072 $1.5M
Handelsbanken Fonder AB 0.01% Add +28.2% 5,000 $1.5M
Florida Financial Advisors, LLC 0.36% Add +225.7% 4,908 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.0% 4,955 $1.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -7.5% 4,900 $1.5M
BNP Paribas Financial Markets 0.00% Add +335.1% 4,612 $1.4M
Hedeker Wealth, LLC 0.30% Reduce -0.9% 4,366 $1.3M

"% 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 273 holders