Ies HoldingsIESC

13F holders, Q4 2025 (December 31)
344holders +23
52new positions
37sold out
7famous investors
$389.05avg. 13F price*

At the end of Q4 2025, 344 institutions reported holding Ies Holdings Inc. (IESC) in their 13F filings, up 23 from Q3 2025. 52 opened new positions and 37 sold out. The largest holders were Gendell Jeffrey L ($4.0B), FMR LLC ($784.5M) and Vanguard Group Inc. ($331.9M). 7 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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions52$46.0M
Exits37$37.1M

All 13F filers, Q3 2025 → Q4 2025: 428,708 shares bought and 768,790 shares sold, net −340,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 344 holders

Gendell Jeffrey L 70.24% Reduce -1.7% 10,348,407 $4.0B
FMR LLC 0.04% Reduce -2.4% 2,016,668 $784.5M
Vanguard Group Inc. 0.00% Reduce -1.6% 853,214 $331.9M
BlackRock, Inc. 0.00% Add +1.9% 722,734 $281.2M
Dimensional Fund Advisors LP 0.04% Reduce -9.1% 457,067 $177.8M
Geode Capital Management, LLC 0.01% Add +2.4% 274,725 $106.9M
First Trust Advisors LP 0.07% Reduce -23.2% 248,738 $96.8M
Pertento Partners LLP 8.95% Add +17.1% 209,351 $81.4M
State Street Corp. 0.00% Add +1.2% 205,905 $80.1M
Morgan Stanley 0.00% Add +7.7% 171,488 $66.7M
Royce & Associates LP 0.68% Reduce -2.9% 171,343 $66.7M
Arrowstreet Capital, Limited Partnership 0.04% Add +25.3% 164,722 $64.1M
Franklin Resources Inc. 0.01% Reduce -0.8% 153,947 $59.9M
Thrivent Financial for Lutherans 0.11% Add +2.5% 152,656 $59.4M
AltraVue Capital, LLC 4.57% Reduce -14.2% 142,637 $55.5M
Norges Bank 0.00% — 104,307 $40.6M
Parsifal Capital Management, LP 3.93% Add +54.6% 100,180 $39.0M
Renaissance Technologies 0.06% Reduce -7.9% 97,392 $37.9M
American Century Companies Inc. 0.02% Add +7.5% 94,411 $36.7M
Invesco Ltd. 0.00% Add +0.7% 91,743 $35.7M
Goldman Sachs Group Inc. 0.00% Add +4.3% 89,217 $34.7M
UBS Group AG 0.01% Add +4.9% 88,715 $34.5M
Lord, Abbett & Co. LLC 0.11% Reduce -23.7% 87,032 $33.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.7% 81,476 $31.7M
Driehaus Capital Management LLC 0.20% Reduce -3.7% 77,082 $30.0M
Northern Trust Corp. 0.00% Reduce -7.5% 74,884 $29.1M
Swedbank AB 0.02% Reduce -19.8% 65,000 $25.3M
T. Rowe Price Associates Inc. 0.00% Add +2.2% 60,821 $23.7M
Ophir Asset Management Pty Ltd 2.60% Reduce -7.7% 59,575 $23.2M
LPL Financial LLC 0.01% Add +4.5% 51,611 $20.1M
Neuberger Berman Group LLC 0.01% Add +35.3% 49,830 $19.4M
United Capital Management of KS, Inc. 2.47% Reduce -2.6% 45,273 $17.6M
Deutsche Bank AG 0.00% Add +0.3% 38,102 $14.8M
New York State Common Retirement Fund 0.02% Reduce -11.1% 35,860 $14.0M
Congress Asset Management Co. 0.09% Add +2.5% 34,253 $13.3M
Kennedy Capital Management LLC 0.28% Reduce -0.4% 34,070 $13.3M
Bank of New York Mellon Corp 0.00% Add +19.1% 32,615 $12.7M
Legato Capital Management LLC 1.02% Reduce -13.9% 30,333 $11.8M
Raymond James Financial Inc. 0.00% Reduce -9.9% 28,677 $11.2M
Prudential Financial Inc. 0.01% Add +1843.2% 25,864 $10.1M
Algert Global LLC 0.16% Add +74.7% 25,714 $10.0M
Janus Henderson Group PLC 0.00% Add +23.0% 25,449 $9.9M
Bank of America Corp. 0.00% Reduce -16.1% 25,418 $9.9M
Nuveen, LLC 0.00% Reduce -10.8% 23,842 $9.3M
Ameriprise Financial Inc. 0.00% Add +10.8% 23,306 $9.1M
State of Wyoming 0.99% Add +0.8% 23,262 $9.0M
Bridgewater Associates 0.03% Add +33.3% 23,136 $9.0M
Barclays PLC 0.00% Add +62.8% 21,446 $8.3M
AQR Capital Management 0.00% Reduce -3.2% 20,673 $8.0M
JPMorgan Chase & Co. 0.00% Reduce -20.8% 20,203 $7.9M
Wells Fargo & Company 0.00% Add +51.4% 19,243 $7.5M
Steamboat Capital Partners, LLC 1.93% Reduce -0.2% 18,070 $7.0M
AdvisorShares Investments LLC 1.17% Reduce -46.2% 18,068 $7.0M
Swiss National Bank 0.00% Add +2.1% 17,660 $6.9M
Principal Financial Group Inc. 0.00% Add +49.3% 16,907 $6.6M
Informed Momentum Co LLC 0.73% Reduce -2.0% 16,863 $6.6M
Renaissance Group LLC 0.25% New 16,071 $6.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +8.5% 15,865 $6.2M
Susquehanna International Group, LLP 0.01% Add +26.6% 15,813 $6.2M
F/m Investments LLC 0.23% Reduce -2.8% 15,562 $6.1M
CastleKnight Management LP 0.33% New 15,046 $5.9M
RBF Capital, LLC 0.27% No change 15,000 $5.8M
Palisades Investment Partners, LLC 2.00% Add +2.5% 13,642 $5.3M
Segall Bryant & Hamill, LLC 0.07% New 13,538 $5.3M
Victory Capital Management Inc. 0.00% Reduce -41.8% 12,345 $4.8M
Man Group plc 0.01% Reduce -15.9% 12,226 $4.8M
Rhumbline Advisers 0.00% Reduce -14.3% 12,193 $4.7M
Vident Advisory, LLC 0.04% Add +3.4% 12,059 $4.7M
Credit Agricole S A 0.01% Reduce -33.4% 11,954 $4.7M
Portolan Capital Management, LLC 0.25% New 11,792 $4.6M
Twinbeech Capital LP 0.31% New 11,300 $4.4M
SG Americas Securities, LLC 0.01% Add +729.2% 11,285 $4.4M
Polen Capital Management LLC 0.02% Reduce -9.9% 10,941 $4.3M
Cetera Investment Advisers 0.00% Reduce -5.6% 10,917 $4.2M
Alliancebernstein L.P. 0.00% Add +15.1% 10,682 $4.2M
Fiera Capital Corp 0.01% Add +25.5% 10,569 $4.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.4% 10,486 $4.1M
Tidal Investments LLC 0.02% Add +261.7% 10,197 $4.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +4.1% 10,156 $4.0M
Verition Fund Management LLC 0.02% Reduce -9.9% 9,894 $3.8M
Legal & General Group Plc 0.00% Reduce -4.7% 9,711 $3.8M
Parkway Wealth Management Group, LLC 0.45% — 8,600 $3.3M
Squarepoint Ops LLC 0.01% Add +965.2% 8,351 $3.2M
California State Teachers Retirement System 0.00% Reduce -0.1% 8,305 $3.2M
Orion Porfolio Solutions, LLC 0.02% Add +14.4% 8,238 $3.2M
Jane Street Group, LLC 0.00% Reduce -31.5% 8,001 $3.1M
Knights of Columbus Asset Advisors LLC 0.18% Reduce -2.6% 7,969 $3.1M
Annex Advisory Services, LLC 0.06% Reduce -30.4% 7,944 $3.1M
Truvestments Capital LLC 0.54% Add +6.6% 7,656 $3.0M
HSBC Holdings PLC 0.00% New 7,209 $2.8M
De Lisle Partners LLP 0.35% No change 7,000 $2.7M
Two Sigma Investments, LP 0.00% No change 6,700 $2.6M
Truist Financial Corp. 0.00% Reduce -3.6% 6,657 $2.6M
Voleon Capital Management LP 0.05% Add +128.6% 6,534 $2.5M
Yorktown Management & Research Co Inc 1.97% No change 6,340 $2.5M
Great Lakes Advisors, LLC 0.02% Reduce -30.3% 6,053 $2.4M
State of New Jersey Common Pension Fund D 0.01% Reduce -7.2% 6,020 $2.3M
Cavalier Investments, LLC 0.72% Add +2.6% 5,964 $2.3M
Illinois Municipal Retirement Fund 0.03% New 5,957 $2.3M
Alps Advisors Inc. 0.01% Reduce -0.5% 5,700 $2.2M

"% 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 344 holders