IES Holdings IESC Institutional Ownership

NASDAQ IESC

$220.75 -15.86 (-6.70%)

At close: Oct 22, 2026 · 4:00 PM EDT

As of the 13F quarter ended Jun 30, 2026, 412 institutions held 96.80% of IES Holdings (IESC) shares outstanding. Versus the prior quarter, institutional ownership was up 0.61 percentage points, the holder count rose by 63 and shares held were up 0.62%. The largest holder is GENDELL JEFFREY L with 20.59Mn shares (51.66% of outstanding).

Updated Oct 11, 2026 IES Holdings (IESC) stock price and overview

Institutions by Trading Activity

412 Institutions

Increased 224 54.4%

Unchanged 44 10.7%

Reduced 144 35.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

96.80%

▲+0.61 pp QoQ

Shares Held by Institutions

38.57Mn

of 39.85Mn outstanding

▲+0.62% QoQ

Shares Outstanding

39.85Mn

1.27Mn held outside 13F filers

Institutional Investors

412

filed 13F for Jun 2026

▲+63 vs prior quarter

Net Shares Added (QoQ)

+237.92K

accumulated since last quarter

Value of Holdings

$8.52Bn

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

Updated Oct 11, 2026

IES Holdings, Inc. (NASDAQ:IESC) had 412 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

These investors held 96.80% of outstanding shares in Q2 2026, up from 96.19% the quarter before.
Total holdings of IESC shares rose 0.62% from Q1 2026, and the holder count rose 53.16% from Q2 2025.
Of the 412 holders of IESC in Q2 2026, 224 added to their positions, 144 reduced their stakes and 44 left their positions unchanged.
In total, institutional investors held 38.57Mn shares of IES Holdings at the end of Q2 2026, up 237.92K from the prior quarter and up 748.75K from a year earlier.
Jeffrey L. Gendell held the largest position in IESC at 20.59Mn shares as of June 30, 2026, or 51.66% of shares outstanding.
The largest position increases in IESC for Q2 2026 were by BlackRock, Inc. (+347.9K shares), State Street Corp (+133.05K shares), Invesco Ltd. (+88.16K shares), BNP Paribas Financial Markets (+87.29K shares) and Goldman Sachs Group Inc (+76.79K shares).
On the other side, among holders that kept a position in IES Holdings, the largest reductions in Q2 2026 came from FMR LLC (-252.32K shares), Pertento Partners LLP (-125.56K shares), Jeffrey L. Gendell (-93.44K shares), Parsifal Capital Management, LP (-82.19K shares) and Franklin Templeton Inc (-77.32K shares).
According to Business Quant data, the leading holders of IESC for Q2 2026 were Jeffrey L. Gendell (20.59Mn shares), FMR LLC (4.49Mn shares), BlackRock, Inc. (1.77Mn shares), Dimensional Fund Advisors LP (840.85K shares), Vanguard Capital Management LLC (803.87K shares), Vanguard Portfolio Management LLC (760.64K shares), First Trust Advisors LP (693.46K shares), State Street Corp (548.14K shares), Geode Capital Management, LLC (533.99K shares) and Capital International Investors (411.19K shares).

Form 13F Holdings

412 Institutional Holders

Report period 30 Jun, 2026

Total shares held 38.57Mn

Of outstanding 96.80%

#	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 Templeton 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 412 holders