IES Holdings IESC Institutional Ownership

NASDAQ IESC

$685.04 +1.77 (+0.26%)

At close: Aug 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

344 Institutions

Increased 189 54.9%

Unchanged 50 14.5%

Reduced 105 30.5%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

96.25%

▼-0.34 pp QoQ

Shares Held by Institutions

19.18Mn

of 19.93Mn outstanding

▲+6.29% QoQ

Shares Outstanding

19.93Mn

747.02K held outside 13F filers

Institutional Investors

344

filed 13F for Mar 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

+1.13Mn

accumulated since last quarter

Value of Holdings

$14.17Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 31 Mar, 2026

IES Holdings, Inc. (NASDAQ:IESC) has 344 institutional investors that have filed 13F reports for the period ending March 2026.

These investors collectively held 96.3% of IES Holdings's outstanding shares in March 2026, down from 96.6% in December 2025.
They increased total shares held in IES Holdings by 6.29% from last quarter, and the number of investors in IESC increased 40.41% annually.
Activity in IESC broke down as 189 buyers, 105 sellers, and 50 unchanged among 344 total holders.
Altogether, these fund groups held 19.18Mn shares in IESC by March 2026, up by 1.13Mn shares quarter on quarter, and down 203.27K shares year over year.
GENDELL JEFFREY L holds the largest position in IESC at 10.34Mn shares as of March 31, 2026, or 51.89% of shares outstanding.
Leading buyers of IES Holdings shares for the quarter ending March 2026 were VANGUARD CAPITAL MANAGEMENT LLC (398.93K), VANGUARD PORTFOLIO MANAGEMENT LLC (392.57K), FMR LLC (355.08K), FIRST TRUST ADVISORS LP (100.42K), UBS Group AG (89.68K).
The biggest sellers of IES Holdings for the quarter ending March 2026 included NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (120.04K), Goldman Sachs Group Inc (109.72K), Swedbank AB (76.0K), United Capital Management of KS, Inc. (46.06K), ALGERT GLOBAL LLC (22.52K).
IES Holdings's 10 largest shareholders as of March 2026 include GENDELL JEFFREY L (10.34Mn), FMR LLC (2.37Mn), BlackRock, Inc. (709.57K), DIMENSIONAL FUND ADVISORS LP (457.95K), VANGUARD CAPITAL MANAGEMENT LLC (398.93K), VANGUARD PORTFOLIO MANAGEMENT LLC (392.57K), FIRST TRUST ADVISORS LP (349.16K), GEODE CAPITAL MANAGEMENT, LLC (295.84K), Pertento Partners LLP (231.24K), State Street Corp (207.54K) per Business Quant data.

Form 13F Holdings

344 Institutional Holders

Report period 31 Mar, 2026

Total shares held 19.18Mn

Of outstanding 96.25%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	GENDELL JEFFREY L	0001056581	10,340,248	51.89%	▼8,159	-0.08%	$4.93Bn
2	FMR LLC	0000315066	2,371,745	11.90%	▲355,077	+17.61%	$1.13Bn
3	BlackRock, Inc.	0002012383	709,571	3.56%	▼13,163	-1.82%	$338.09Mn
4	DIMENSIONAL FUND ADVISORS LP	0000354204	457,949	2.30%	▲882	+0.19%	$218.15Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	398,929	2.00%	▲398,929	0.00%	$190.08Mn
6	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	392,569	1.97%	▲392,569	0.00%	$187.05Mn
7	FIRST TRUST ADVISORS LP	0001125816	349,163	1.75%	▲100,425	+40.37%	$166.37Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	295,842	1.48%	▲21,117	+7.69%	$140.98Mn
9	Pertento Partners LLP	0001894571	231,239	1.16%	▲21,888	+10.46%	$110.18Mn
10	State Street Corp	0000093751	207,544	1.04%	▲1,639	+0.80%	$98.89Mn
11	UBS Group AG	0001610520	178,399	0.90%	▲89,684	+101.09%	$85.00Mn
12	Morgan Stanley	0000895421	177,590	0.89%	▲6,102	+3.56%	$84.62Mn
13	Franklin Resources Inc	0000038777	165,174	0.83%	▲11,227	+7.29%	$78.70Mn
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	156,393	0.78%	▼8,329	-5.06%	$74.52Mn
15	THRIVENT FINANCIAL FOR LUTHERANS	0000314984	152,667	0.77%	▲11	+0.01%	$72.73K
16	ROYCE & ASSOCIATES LP	0000906304	149,029	0.75%	▼22,314	-13.02%	$71.01Mn
17	AltraVue Capital, LLC	0001740837	129,767	0.65%	▼12,870	-9.02%	$61.83Mn
18	Parsifal Capital Management, LP	0001776090	90,067	0.45%	▼10,113	-10.09%	$42.91Mn
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	83,485	0.42%	▲2,009	+2.47%	$39.78Mn
20	RENAISSANCE TECHNOLOGIES LLC	0001037389	82,352	0.41%	▼15,040	-15.44%	$39.24Mn

Showing 1 to 20 of 344 holders