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IESC

IES Holdings, Inc.
$654.00 -45.98 (-6.57%) At close · Jul 2
Market Cap
$13.03B
Shares
19,923,887

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 352
Total Value: $9,044,676,810
Total Shares: 18,982,621
Showing 1–100 of 368 holdings by value · page 1 of 4

Institutional Ownership Trend

26 quarters

Superinvestors Holding IESC

All superinvestors →
Ray Dalio $10,559,051 Joel Greenblatt $302,081

Holder Concentration

Across 353 13F filers
Top Holder
54.5%
Jun 2023 → Mar 2026 · range 53.9% – 65.3%
of institutional value
Top 5
75.2%
Jun 2023 → Mar 2026 · range 75.0% – 81.1%
of institutional value
Top 10
81.9%
Jun 2023 → Mar 2026 · range 80.8% – 89.1%
of institutional value
HHI
3,164
Jun 2023 → Mar 2026 · range 3,074 – 4,348
Highly concentrated
Showing 100 of 368
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid GENDELL JEFFREY L $4,926,817,963 54.47% 10,340,248
Mega FMR LLC $1,130,065,337 12.49% 2,371,745
Mega BlackRock, Inc. $338,089,287 3.74% 709,571
Mega DIMENSIONAL FUND ADVISORS LP $218,198,958 2.41% 457,949
Mega VANGUARD CAPITAL MANAGEMENT LLC $190,077,700 2.10% 398,929
Mega FIRST TRUST ADVISORS LP $166,365,694 1.84% 349,163
Mega GEODE CAPITAL MANAGEMENT, LLC $140,959,837 1.56% 295,842
Mid Pertento Partners LLP $110,178,446 1.22% 231,239
Mega STATE STREET CORP $98,888,489 1.09% 207,544
Mega UBS Group AG $85,001,770 0.94% 178,399
Mega MORGAN STANLEY $84,616,303 0.94% 177,590
Mega FRANKLIN RESOURCES INC $78,700,454 0.87% 165,174
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $74,516,572 0.82% 156,393
Large Thrivent Financial for Lutherans $72,741,243 0.80% 152,667
Mid ROYCE & ASSOCIATES LP $71,007,847 0.79% 149,029
Mid AltraVue Capital, LLC $61,830,082 0.68% 129,767
Small Parsifal Capital Management, LP $42,914,223 0.47% 90,067
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $39,778,097 0.44% 83,485
Large RENAISSANCE TECHNOLOGIES LLC $39,238,257 0.43% 82,352
Mega AMERICAN CENTURY COMPANIES INC $38,341,064 0.42% 80,469
Mega Invesco Ltd. $37,022,668 0.41% 77,702
Mega NORTHERN TRUST CORP Bank $36,626,723 0.40% 76,871
Large LORD, ABBETT & CO. LLC $34,482,133 0.38% 72,370
Mega GOLDMAN SACHS GROUP INC $32,741,588 0.36% 68,717
Mega PRICE T ROWE ASSOCIATES INC /MD/ $29,653,586 0.33% 62,236
Mega VANGUARD FIDUCIARY TRUST CO Bank $29,205,705 0.32% 61,296
Small Ophir Asset Management Pty Ltd $26,221,573 0.29% 55,033
Large Swedbank AB Bank $25,729,380 0.28% 54,000
Mega LPL Financial LLC $22,855,312 0.25% 47,968
Mega JANE STREET GROUP, LLC $22,775,266 0.25% 47,800
Small United Capital Management of KS, Inc. $21,196,244 0.23% 44,486
Large CONGRESS ASSET MANAGEMENT CO $20,732,639 0.23% 43,513
Mega NEUBERGER BERMAN GROUP LLC $19,046,411 0.21% 39,974
Mid SEGALL BRYANT & HAMILL, LLC $18,864,400 0.21% 39,592
Mega DEUTSCHE BANK AG\ Bank $18,568,510 0.21% 38,971
Mega CITADEL ADVISORS LLC $16,295,274 0.18% 34,200
Mega BANK OF AMERICA CORP /DE/ Bank $16,122,313 0.18% 33,837
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $15,839,768 0.18% 33,244
Mid KENNEDY CAPITAL MANAGEMENT LLC $15,733,039 0.17% 33,020
Mega Bank of New York Mellon Corp Bank $14,805,348 0.16% 31,073
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $13,817,630 0.15% 29,000
Mega RAYMOND JAMES FINANCIAL INC $13,182,494 0.15% 27,667
Mid Legato Capital Management LLC $13,081,960 0.14% 27,456
Mega AMERIPRISE FINANCIAL INC $12,661,235 0.14% 26,573
Large Man Group plc $12,658,854 0.14% 26,568
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $11,578,221 0.13% 24,300
Large Bridgewater Associates, LP $10,559,051 0.12% 22,161
Mega JPMORGAN CHASE & CO $10,451,844 0.12% 21,936
Mid Ethic Inc. $10,318,910 0.11% 21,657
Mid RENAISSANCE GROUP LLC $10,314,622 0.11% 21,648
Mega AQR CAPITAL MANAGEMENT LLC $10,295,085 0.11% 21,607
Large PRUDENTIAL FINANCIAL INC $10,127,846 0.11% 21,256
Mega Nuveen, LLC $9,472,699 0.10% 19,881
Mega VICTORY CAPITAL MANAGEMENT INC $8,828,036 0.10% 18,528
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $8,590,754 0.09% 18,030
Small Steamboat Capital Partners, LLC $8,554,065 0.09% 17,953
Mega Swiss National Bank Bank $8,452,577 0.09% 17,740
Small State of Wyoming $8,444,001 0.09% 17,722
Small AdvisorShares Investments LLC $7,854,607 0.09% 16,485
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $7,787,422 0.09% 16,344
Mega CITADEL ADVISORS LLC $7,575,873 0.08% 15,900
Mid Emerald Investment Advisers, LLC $7,311,908 0.08% 15,346
Mid RBF Capital, LLC $7,147,050 0.08% 15,000
Small Palisades Investment Partners, LLC $6,966,467 0.08% 14,621
Large Tidal Investments LLC $6,729,661 0.07% 14,124
Mega PRINCIPAL FINANCIAL GROUP INC $6,659,620 0.07% 13,977
Large Fiera Capital Corp $6,446,638 0.07% 13,530
Mega JANE STREET GROUP, LLC $6,244,139 0.07% 13,105
Mega WELLS FARGO & COMPANY/MN $6,029,250 0.07% 12,654
Mega MILLENNIUM MANAGEMENT LLC $5,841,998 0.06% 12,261
Mega RHUMBLINE ADVISERS $5,710,016 0.06% 11,984
Large CREDIT AGRICOLE S A $5,695,722 0.06% 11,954
Large POLEN CAPITAL MANAGEMENT LLC $5,695,245 0.06% 11,953
Mid Portolan Capital Management, LLC $5,655,222 0.06% 11,869
Mid Illinois Municipal Retirement Fund Pension $5,515,140 0.06% 11,575
Large LAZARD ASSET MANAGEMENT LLC $5,156,358 0.06% 10,822
Large Cetera Investment Advisers $5,121,099 0.06% 10,748
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $5,095,370 0.06% 10,694
Mid CastleKnight Management LP $4,981,493 0.06% 10,455
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $4,911,929 0.05% 10,309
Large Vident Advisory, LLC $4,668,452 0.05% 9,798
Small De Lisle Partners LLP $4,526,465 0.05% 9,500
Mega ALLIANCEBERNSTEIN L.P. $4,426,882 0.05% 9,291
Mid Orion Porfolio Solutions, LLC $4,384,476 0.05% 9,202
Mid Moran Wealth Management, LLC $4,154,341 0.05% 8,719
Mega Legal & General Group Plc $4,105,264 0.05% 8,616
Mega JANE STREET GROUP, LLC $4,097,642 0.05% 8,600
Small RIHO Partners, LLC $4,069,053 0.04% 8,540
Large MACKENZIE FINANCIAL CORP $4,039,512 0.04% 8,478
Micro Parkway Wealth Management Group, LLC $3,859,407 0.04% 8,100
Mega VANGUARD ASSET MANAGEMENT, Ltd $3,752,677 0.04% 7,876
Mid Annex Advisory Services, LLC $3,647,377 0.04% 7,655
Small Truvestments Capital LLC $3,616,883 0.04% 7,591
Mega ENVESTNET ASSET MANAGEMENT INC $3,498,719 0.04% 7,343
Mega ROYAL BANK OF CANADA Bank $3,284,305 0.04% 6,893
Mega JANUS HENDERSON GROUP PLC $3,172,336 0.04% 6,658
Mid XTX Topco Ltd $3,145,654 0.03% 6,602
Small Yorktown Management & Research Co Inc $3,020,819 0.03% 6,340
Large Handelsbanken Fonder AB $2,944,584 0.03% 6,180
Large ALPS ADVISORS INC $2,876,925 0.03% 6,038
Key facts CIK 1048268 CUSIP 44951W106 13F (30d) 4 filings 3 filers Visit website Investor relations

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