Ies HoldingsIESC

13F holders, Q1 2026 (March 31)
351holders +7
48new positions
43sold out
6famous investors
$475.98avg. 13F price*

At the end of Q1 2026, 351 institutions reported holding Ies Holdings Inc. (IESC) in their 13F filings, up 7 from Q4 2025. 48 opened new positions and 43 sold out. The largest holders were Gendell Jeffrey L ($4.9B), FMR LLC ($1.1B) and BlackRock, Inc. ($338.1M). 6 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Ies Holdings Inc.
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions48$20.4M
Exits43$72.9M

All 13F filers, Q4 2025 → Q1 2026: 843,857 shares bought and 531,490 shares sold, net +312,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 351 holders

Gendell Jeffrey L 67.11% Reduce -0.1% 10,340,248 $4.9B
FMR LLC 0.06% Add +17.6% 2,371,745 $1.1B
BlackRock, Inc. 0.01% Reduce -1.8% 709,571 $338.1M
Dimensional Fund Advisors LP 0.05% Add +0.2% 457,949 $218.1M
Vanguard Capital Management LLC 0.00% — 398,929 $190.1M
Vanguard Portfolio Management LLC 0.01% — 392,569 $187.0M
First Trust Advisors LP 0.12% Add +40.4% 349,163 $166.4M
Geode Capital Management, LLC 0.01% Add +7.7% 295,842 $141.0M
Pertento Partners LLP 11.69% Add +10.5% 231,239 $110.2M
State Street Corp. 0.00% Add +0.8% 207,544 $98.9M
UBS Group AG 0.02% Add +101.1% 178,399 $85.0M
Morgan Stanley 0.01% Add +3.6% 177,590 $84.6M
Franklin Resources Inc. 0.02% Add +7.3% 165,174 $78.7M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -5.1% 156,393 $74.5M
Thrivent Financial for Lutherans 0.14% Add +0.0% 152,667 $72.7M
Royce & Associates LP 0.70% Reduce -13.0% 149,029 $71.0M
AltraVue Capital, LLC 5.33% Reduce -9.0% 129,767 $61.8M
Parsifal Capital Management, LP 5.54% Reduce -10.1% 90,067 $42.9M
Charles Schwab Investment Management Inc. 0.01% Add +2.5% 83,485 $39.8M
Renaissance Technologies 0.06% Reduce -15.4% 82,352 $39.2M
American Century Companies Inc. 0.02% Reduce -14.8% 80,469 $38.3M
Invesco Ltd. 0.00% Reduce -15.3% 77,702 $37.0M
Northern Trust Corp. 0.00% Add +2.6% 76,871 $36.6M
Lord, Abbett & Co. LLC 0.12% Reduce -16.9% 72,370 $34.5M
Goldman Sachs Group Inc. 0.00% Reduce -23.0% 68,717 $32.7M
T. Rowe Price Associates Inc. 0.00% Add +2.3% 62,236 $29.7M
Vanguard Fiduciary Trust Co. 0.01% — 61,296 $29.2M
Ophir Asset Management Pty Ltd 3.05% Reduce -7.6% 55,033 $26.2M
Swedbank AB 0.03% Reduce -16.9% 54,000 $25.7M
LPL Financial LLC 0.01% Reduce -7.1% 47,968 $22.9M
United Capital Management of KS, Inc. 3.21% Reduce -1.7% 44,486 $21.2M
Congress Asset Management Co. 0.15% Add +27.0% 43,513 $20.7M
Neuberger Berman Group LLC 0.01% Reduce -19.8% 39,974 $19.0M
Segall Bryant & Hamill, LLC 0.27% Add +192.4% 39,592 $18.9M
Deutsche Bank AG 0.01% Add +2.3% 38,971 $18.6M
Bank of America Corp. 0.00% Add +33.1% 33,837 $16.1M
New York State Common Retirement Fund 0.02% Reduce -7.3% 33,244 $15.8M
Kennedy Capital Management LLC 0.33% Reduce -3.1% 33,020 $15.7M
Bank of New York Mellon Corp 0.00% Reduce -4.7% 31,073 $14.8M
Legato Capital Management LLC 1.19% Reduce -9.5% 27,456 $13.1M
Raymond James Financial Inc. 0.00% Reduce -3.5% 27,667 $12.7M
Man Group plc 0.03% Add +117.3% 26,568 $12.7M
Ameriprise Financial Inc. 0.00% Add +14.0% 26,573 $12.7M
Bridgewater Associates 0.05% Reduce -4.2% 22,161 $10.6M
Renaissance Group LLC 0.43% Add +34.7% 21,648 $10.3M
AQR Capital Management 0.00% Add +4.5% 21,607 $10.3M
Prudential Financial Inc. 0.01% Reduce -17.8% 21,256 $10.1M
JPMorgan Chase & Co. 0.00% Add +8.6% 21,936 $9.7M
Nuveen, LLC 0.00% Reduce -16.6% 19,881 $9.5M
Victory Capital Management Inc. 0.01% Add +50.1% 18,528 $8.8M
Susquehanna International Group, LLP 0.01% Add +14.0% 18,030 $8.6M
Steamboat Capital Partners, LLC 2.13% Reduce -0.7% 17,953 $8.6M
Swiss National Bank 0.00% Add +0.5% 17,740 $8.5M
State of Wyoming 1.00% Reduce -23.8% 17,722 $8.4M
AdvisorShares Investments LLC 1.43% Reduce -8.8% 16,485 $7.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +3.0% 16,344 $7.8M
Emerald Investment Advisers, LLC 0.66% — 15,346 $7.3M
RBF Capital, LLC 0.35% No change 15,000 $7.1M
Palisades Investment Partners, LLC 2.73% Add +7.2% 14,621 $7.0M
Tidal Investments LLC 0.02% Add +38.5% 14,124 $6.7M
Principal Financial Group Inc. 0.00% Reduce -17.3% 13,977 $6.7M
Fiera Capital Corp 0.02% Add +28.0% 13,530 $6.4M
Jane Street Group, LLC 0.01% Add +63.8% 13,105 $6.2M
Wells Fargo & Company 0.00% Reduce -34.2% 12,654 $6.0M
Millennium Management 0.00% Add +672.1% 12,261 $5.8M
Rhumbline Advisers 0.00% Reduce -1.7% 11,984 $5.7M
Credit Agricole S A 0.02% No change 11,954 $5.7M
Polen Capital Management LLC 0.04% Add +9.3% 11,953 $5.7M
Portolan Capital Management, LLC 0.30% Add +0.7% 11,869 $5.7M
Illinois Municipal Retirement Fund 0.07% Add +94.3% 11,575 $5.5M
Lazard Asset Management LLC 0.01% Add +164.4% 10,822 $5.2M
Cetera Investment Advisers 0.01% Reduce -1.6% 10,748 $5.1M
California State Teachers Retirement System 0.01% Add +28.8% 10,694 $5.1M
CastleKnight Management LP 0.23% Reduce -30.5% 10,455 $5.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.7% 10,309 $4.9M
Vident Advisory, LLC 0.04% Reduce -18.8% 9,798 $4.7M
De Lisle Partners LLP 0.54% Add +35.7% 9,500 $4.5M
Orion Porfolio Solutions, LLC 0.04% Add +11.7% 9,202 $4.4M
Parkway Wealth Management Group, LLC 0.55% Reduce -5.8% 8,100 $4.3M
Moran Wealth Management, LLC 0.13% Add +151.4% 8,719 $4.2M
Legal & General Group Plc 0.00% Reduce -11.3% 8,616 $4.1M
RIHO Partners, LLC 2.56% New 8,540 $4.1M
Mackenzie Financial Corp. 0.00% Add +60.4% 8,478 $4.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 7,876 $3.8M
Annex Advisory Services, LLC 0.07% Reduce -3.6% 7,655 $3.6M
Truvestments Capital LLC 0.65% Reduce -0.8% 7,591 $3.6M
Alliancebernstein L.P. 0.00% Reduce -13.0% 9,291 $3.6M
Envestnet Asset Management Inc. 0.00% Add +43.6% 7,343 $3.5M
Royal Bank of Canada 0.00% Add +74.0% 6,893 $3.3M
Janus Henderson Group PLC 0.00% Reduce -73.8% 6,658 $3.2M
XTX Topco Ltd 0.05% Add +682.2% 6,602 $3.1M
Yorktown Management & Research Co Inc 2.53% No change 6,340 $3.0M
Handelsbanken Fonder AB 0.01% Add +9.2% 6,180 $2.9M
Alps Advisors Inc. 0.01% Add +5.9% 6,038 $2.9M
Truist Financial Corp. 0.00% Reduce -9.4% 6,032 $2.9M
Janney Montgomery Scott LLC 0.01% Add +27.4% 5,836 $2.8M
Informed Momentum Co LLC 0.31% Reduce -66.5% 5,650 $2.7M
State of Wisconsin Investment Board 0.01% Add +4.4% 5,617 $2.7M
Barclays PLC 0.00% Reduce -74.0% 5,577 $2.7M
Cavalier Investments, LLC 0.68% Reduce -6.8% 5,560 $2.6M

"% 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 351 holders