IES Holdings, Inc. (IESC) Institutional Ownership

Ownership Summary

A total of 317 institutions have reported a stake in IES Holdings, Inc. (NASDAQ:IESC) as of September 2025, according to recent 13F filings with the SEC.

• The percentage of IES Holdings owned by institutions changed from 96.0% in June 2025 to 96.6% in September 2025, marking a slight up trend.
• Quarterly data indicates a 0.59% shift in institutional share volume, and the annual owner count reflects an increase of 34.32%.
• Among the 317 institutional holders of IES Holdings, 160 added to their stakes while 111 trimmed their positions and 46 held steady.
• The aggregate institutional position in IES Holdings now stands at 19.18Mn shares as of September 2025, after investors increased their holdings (up by 112.38K shares quarter on quarter which is up 801.20K shares year over year).
• GENDELL JEFFREY L's holding of 10.53Mn shares as of September 30, 2025 makes it the primary institutional investor in IES Holdings, owning 53.04% of the stock.
• Among the most significant buyers of IES Holdings during September 2025 were FIRST TRUST ADVISORS LP (293.98K), SG Capital Management LLC (97.09K), DRIEHAUS CAPITAL MANAGEMENT LLC (80.07K), Parsifal Capital Management, LP (64.80K), Swedbank AB (49.00K).
• Leading sellers of IES Holdings stock in September 2025 included FMR LLC (321.12K), GENDELL JEFFREY L (145.84K), THRIVENT FINANCIAL FOR LUTHERANS (60.71K), DIMENSIONAL FUND ADVISORS LP (59.92K), JB CAPITAL PARTNERS LP (41.00K).
• The top 10 institutional holders of IES Holdings for the quarter ending September 2025 included GENDELL JEFFREY L (10.53Mn), FMR LLC (2.07Mn), VANGUARD GROUP INC (867.21K), BlackRock, Inc. (709.02K), DIMENSIONAL FUND ADVISORS LP (502.76K), FIRST TRUST ADVISORS LP (323.89K), GEODE CAPITAL MANAGEMENT, LLC (268.38K), STATE STREET CORP (203.39K), Pertento Partners LLP (178.77K), ROYCE & ASSOCIATES LP (176.43K).