Ies HoldingsIESC

13F holders, Q3 2025 (September 30)
321holders +48
78new positions
29sold out
5famous investors
$397.64avg. 13F price*

At the end of Q3 2025, 321 institutions reported holding Ies Holdings Inc. (IESC) in their 13F filings, up 48 from Q2 2025. 78 opened new positions and 29 sold out. The largest holders were Gendell Jeffrey L ($4.2B), FMR LLC ($821.7M) and Vanguard Group Inc. ($344.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Ies Holdings Inc.
Filed as
IES HLDGS INC (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions78$143.9M
Exits29$38.3M

All 13F filers, Q2 2025 → Q3 2025: 1,015,150 shares bought and 970,041 shares sold, net +45,109 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 321 holders

Gendell Jeffrey L 77.03% Reduce -1.4% 10,530,501 $4.2B
FMR LLC 0.04% Reduce -13.4% 2,066,431 $821.7M
Vanguard Group Inc. 0.01% Reduce -0.8% 867,206 $344.8M
BlackRock, Inc. 0.01% Add +0.4% 709,059 $282.0M
Dimensional Fund Advisors LP 0.04% Reduce -10.7% 502,758 $199.9M
First Trust Advisors LP 0.10% Add +982.7% 323,893 $128.8M
Geode Capital Management, LLC 0.01% Add +1.7% 268,376 $106.7M
State Street Corp. 0.00% Reduce -0.8% 203,388 $80.9M
Pertento Partners LLP 8.66% Add +12.9% 178,768 $71.1M
Royce & Associates LP 0.70% Reduce -3.2% 176,428 $70.2M
AltraVue Capital, LLC 5.48% Add +2.1% 166,267 $66.1M
Morgan Stanley 0.00% Add +16.6% 159,256 $63.3M
Franklin Resources Inc. 0.02% Add +3.7% 155,115 $61.7M
Thrivent Financial for Lutherans 0.12% Reduce -29.0% 148,937 $59.2M
Arrowstreet Capital, Limited Partnership 0.03% Add +19.2% 131,449 $52.3M
Lord, Abbett & Co. LLC 0.14% Reduce -1.9% 114,003 $45.3M
Renaissance Technologies 0.06% Reduce -20.2% 105,732 $42.0M
SG Capital Management LLC 3.87% New 97,094 $38.6M
Invesco Ltd. 0.01% Reduce -0.5% 91,138 $36.2M
American Century Companies Inc. 0.02% Add +14.8% 87,862 $34.9M
Goldman Sachs Group Inc. 0.00% Add +8.9% 85,537 $34.0M
UBS Group AG 0.01% Add +56.2% 84,556 $33.6M
Charles Schwab Investment Management Inc. 0.01% Add +7.0% 82,039 $32.6M
Swedbank AB 0.03% Add +153.1% 81,000 $32.2M
Northern Trust Corp. 0.00% Reduce -4.6% 80,922 $32.2M
Driehaus Capital Management LLC 0.23% New 80,072 $31.8M
Parsifal Capital Management, LP 2.40% New 64,800 $25.8M
Ophir Asset Management Pty Ltd 3.17% Reduce -21.1% 64,539 $25.7M
T. Rowe Price Associates Inc. 0.00% Add +1.8% 59,522 $23.7M
LPL Financial LLC 0.01% Reduce -9.6% 49,409 $19.6M
United Capital Management of KS, Inc. 2.52% Add +1.4% 46,504 $18.5M
New York State Common Retirement Fund 0.02% Add +15.3% 40,340 $16.0M
Deutsche Bank AG 0.01% Add +29.3% 38,003 $15.1M
Neuberger Berman Group LLC 0.01% Reduce -4.4% 36,836 $14.6M
Legato Capital Management LLC 1.53% No change 35,213 $14.0M
Kennedy Capital Management LLC 0.30% Reduce -44.3% 34,192 $13.6M
AdvisorShares Investments LLC 2.18% Reduce -1.3% 33,562 $13.3M
Congress Asset Management Co. 0.09% Reduce -3.5% 33,428 $13.3M
Fundsmith Investment Services LTD. 0.21% No change 33,400 $13.3M
Raymond James Financial Inc. 0.00% Add +3965.1% 31,830 $12.7M
Bank of America Corp. 0.00% Add +220.1% 30,305 $12.1M
Bank of New York Mellon Corp 0.00% Reduce -2.6% 27,375 $10.9M
Nuveen, LLC 0.00% Add +16.8% 26,736 $10.6M
JPMorgan Chase & Co. 0.00% Reduce -10.3% 25,497 $10.1M
State of Wyoming 1.05% Reduce -13.9% 23,065 $9.2M
AQR Capital Management 0.01% Reduce -19.4% 21,359 $8.5M
Victory Capital Management Inc. 0.01% Add +386.0% 21,218 $8.4M
Ameriprise Financial Inc. 0.00% Add +27.0% 21,030 $8.4M
Janus Henderson Group PLC 0.00% Add +18.3% 20,687 $8.2M
Steamboat Capital Partners, LLC 1.88% Reduce -6.0% 18,109 $7.2M
Credit Agricole S A 0.02% — 17,954 $7.1M
Bridgewater Associates 0.03% New 17,354 $6.9M
Swiss National Bank 0.00% Add +0.6% 17,300 $6.9M
Informed Momentum Co LLC 0.77% Add +11.4% 17,201 $6.7M
F/m Investments LLC 0.25% Reduce -1.4% 16,006 $6.4M
RBF Capital, LLC 0.27% No change 15,000 $6.0M
Royal Bank of Canada 0.00% Add +99.2% 14,768 $5.9M
Algert Global LLC 0.10% Add +16.0% 14,720 $5.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -50.5% 14,622 $5.8M
Man Group plc 0.01% Add +16.8% 14,532 $5.8M
Rhumbline Advisers 0.00% Reduce -2.9% 14,234 $5.7M
Palisades Investment Partners, LLC 2.08% New 13,314 $5.3M
Barclays PLC 0.00% Reduce -31.1% 13,177 $5.2M
Wells Fargo & Company 0.00% Add +10.7% 12,709 $5.1M
Capital Fund Management S.A. 0.05% Reduce -21.1% 12,676 $5.0M
Susquehanna International Group, LLP 0.01% Reduce -42.7% 12,493 $5.0M
Polen Capital Management LLC 0.02% Reduce -12.1% 12,144 $4.8M
Jane Street Group, LLC 0.01% Add +547.2% 11,682 $4.6M
Vident Advisory, LLC 0.05% Reduce -37.2% 11,668 $4.6M
Cetera Investment Advisers 0.01% Add +34.7% 11,560 $4.6M
Balyasny Asset Management L.P. 0.01% Add +458.4% 11,470 $4.6M
Annex Advisory Services, LLC 0.10% Reduce -18.3% 11,417 $4.5M
Principal Financial Group Inc. 0.00% Reduce -3.4% 11,328 $4.5M
Verition Fund Management LLC 0.03% Add +97.5% 10,981 $4.4M
Lazard Asset Management LLC 0.01% New 10,706 $4.3M
Manufacturers Life Insurance Company, The 0.00% Add +44.1% 10,633 $4.2M
Legal & General Group Plc 0.00% Reduce -4.0% 10,186 $4.1M
Timucuan Asset Management Inc. 0.12% No change 10,000 $4.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +1309.4% 9,753 $3.9M
Alliancebernstein L.P. 0.00% Reduce -49.1% 9,282 $3.7M
Great Lakes Advisors, LLC 0.03% Reduce -48.8% 8,682 $3.5M
Fiera Capital Corp 0.01% Reduce -2.9% 8,424 $3.3M
California State Teachers Retirement System 0.00% Add +0.0% 8,313 $3.3M
Asset Management One Co., Ltd. 0.01% Reduce -14.2% 8,230 $3.3M
Knights of Columbus Asset Advisors LLC 0.19% Add +4.5% 8,183 $3.3M
LRT Capital Management, LLC 2.14% Add +5.8% 8,105 $3.2M
Orion Porfolio Solutions, LLC 0.02% Add +27.4% 7,198 $2.9M
Truvestments Capital LLC 0.52% Reduce -10.7% 7,179 $2.9M
De Lisle Partners LLP 0.34% Add +16.7% 7,000 $2.8M
Truist Financial Corp. 0.00% Reduce -0.3% 6,909 $2.7M
Two Sigma Investments, LP 0.00% Reduce -43.3% 6,700 $2.7M
State of New Jersey Common Pension Fund D 0.01% New 6,490 $2.6M
Yorktown Management & Research Co Inc 2.01% No change 6,340 $2.5M
Concentric Capital Strategies, LP 0.11% New 5,866 $2.3M
State of Wisconsin Investment Board 0.01% No change 5,775 $2.3M
Alps Advisors Inc. 0.01% Add +60.5% 5,726 $2.3M
Mackenzie Financial Corp. 0.00% New 5,470 $2.2M
Arete Wealth Advisors, LLC 0.13% Add +260.1% 5,254 $2.1M
MetLife Investment Management, LLC 0.01% Reduce -2.5% 5,253 $2.1M
Gotham Asset Management 0.01% Add +144.6% 5,085 $2.0M

"% 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 321 holders