IES Holdings IESC Institutional Ownership

NASDAQ IESC

$345.71 +26.19 (+8.20%)

At close: Sep 11, 2026 · 4:00 PM EDT

Institutions by Trading Activity

413 Institutions

Increased 225 54.5%

Unchanged 43 10.4%

Reduced 145 35.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

97.13%

▲+0.83 pp QoQ

Shares Held by Institutions

38.71Mn

of 39.85Mn outstanding

▲+1.73% QoQ

Shares Outstanding

39.85Mn

1.14Mn held outside 13F filers

Institutional Investors

413

filed 13F for Jun 2026

▲+63 vs prior quarter

Net Shares Added (QoQ)

+657.26K

accumulated since last quarter

Value of Holdings

$13.38Bn

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 30 Jun, 2026

IES Holdings, Inc. (NASDAQ:IESC) is held by 413 institutional investors per 13F filings through June 2026.

These investors collectively held 97.1% of IES Holdings's outstanding shares in June 2026, up from 96.3% in March 2026.
Their total shares held in IESC increased 1.73% quarter over quarter, and separately, investors owning IES Holdings increased 52.96% from a year ago.
Of these 413 holders, 225 added to their stakes in IES Holdings, 145 trimmed positions, and 43 made no changes.
Institutional investors collectively held 38.71Mn shares in IES Holdings as of June 2026, up by 657.26K shares quarter on quarter, and up 599.7K shares year over year.
GENDELL JEFFREY L holds the largest position in IESC at 20.59Mn shares as of June 30, 2026, or 51.66% of shares outstanding.
Leading buyers of IES Holdings shares for the quarter ending June 2026 were Capital International Investors (411.19K), BlackRock, Inc. (347.9K), NORGES BANK (214.57K), State Street Corp (133.05K), Sixth Street Partners Management Company, L.P. (131.54K).
The largest sales of IESC for the quarter ending June 2026 came from FMR LLC (252.32K), Pertento Partners LLP (125.56K), GENDELL JEFFREY L (93.44K), Parsifal Capital Management, LP (82.19K), Franklin Templeton Inc (77.32K).
Per Business Quant, the top 10 investors in IESC for the quarter ending June 2026 include GENDELL JEFFREY L (20.59Mn), FMR LLC (4.49Mn), BlackRock, Inc. (1.77Mn), DIMENSIONAL FUND ADVISORS LP (840.85K), VANGUARD CAPITAL MANAGEMENT LLC (803.87K), VANGUARD PORTFOLIO MANAGEMENT LLC (760.64K), FIRST TRUST ADVISORS LP (693.46K), State Street Corp (548.14K), GEODE CAPITAL MANAGEMENT, LLC (533.99K), Capital International Investors (411.19K).

Form 13F Holdings

413 Institutional Holders

Report period 30 Jun, 2026

Total shares held 38.71Mn

Of outstanding 97.13%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	GENDELL JEFFREY L	0001056581	20,587,056	51.66%	▼93,440	-0.45%	$7.56Bn
2	FMR LLC	0000315066	4,491,174	11.27%	▼252,316	-5.32%	$1.65Bn
3	BlackRock, Inc.	0002012383	1,767,040	4.43%	▲347,898	+24.51%	$649.09Mn
4	DIMENSIONAL FUND ADVISORS LP	0000354204	840,846	2.11%	▼75,052	-8.19%	$308.86Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	803,872	2.02%	▲6,014	+0.75%	$295.29Mn
6	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	760,636	1.91%	▼24,502	-3.12%	$279.40Mn
7	FIRST TRUST ADVISORS LP	0001125816	693,460	1.74%	▼4,866	-0.70%	$254.73Mn
8	State Street Corp	0000093751	548,138	1.38%	▲133,050	+32.05%	$201.35Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	533,992	1.34%	▼57,692	-9.75%	$196.18Mn
10	Capital International Investors	0001562230	411,192	1.03%	▲411,192	0.00%	$151.04Mn
11	UBS Group AG	0001610520	397,118	1.00%	▲40,320	+11.30%	$145.87Mn
12	Pertento Partners LLP	0001894571	336,914	0.85%	▼125,564	-27.15%	$123.76Mn
13	Morgan Stanley	0000895421	308,442	0.77%	▼46,738	-13.16%	$113.30Mn
14	ROYCE & ASSOCIATES LP	0000906304	298,058	0.75%	0	0.00%	$109.49Mn
15	THRIVENT FINANCIAL FOR LUTHERANS	0000314984	289,470	0.73%	▼15,864	-5.20%	$106.33K
16	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	253,250	0.64%	▼59,536	-19.03%	$93.03Mn
17	Franklin Resources Inc	0000038777	253,028	0.63%	▼77,320	-23.41%	$92.94Mn
18	Invesco Ltd.	0000914208	243,562	0.61%	▲88,158	+56.73%	$89.47Mn
19	NORGES BANK	0001374170	214,572	0.54%	▲214,572	0.00%	$78.82Mn
20	Goldman Sachs Group Inc	0000886982	214,224	0.54%	▲76,790	+55.87%	$78.69Mn

Showing 1 to 20 of 413 holders