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Equibles

IESC

IES Holdings, Inc.

Company with tickers: IESC

CIK
1048268
CUSIP
44951W106
Shares Outstanding
19,923,887
13F Activity (30d)
103 filings 100 filers

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.

Holders: 310
Total Value: $1,490,587,614
Total Shares: 3,128,398
Showing 1–100 of 322 holdings by value · page 1 of 4

Institutional Ownership Trend

27 quarters

Superinvestors Holding IESC

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

Holder Concentration

Across 310 13F filers
Top Holder
12.8%
Dec 2023 → Mar 2026 · range 9.4% – 62.6%
of institutional value
Top 5
44.2%
Dec 2023 → Mar 2026 · range 35.4% – 78.9%
of institutional value
Top 10
56.7%
Dec 2023 → Mar 2026 · range 51.9% – 86.6%
of institutional value
HHI
503
Dec 2023 → Mar 2026 · range 362 – 4,005
Broadly held

Quarterly Activity

vs Jan 7, 2026
New
310
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +309
Institutional value: -31.1%
Shares held: -43.5%

Top New Positions

vs Jan 7, 2026
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 398,929 $190,077,700
Mega FIRST TRUST ADVISORS LP 349,163 $166,365,694
Mega GEODE CAPITAL MANAGEMENT, LLC 295,842 $140,959,837
Mega STATE STREET CORP 207,544 $98,888,489
Mid AltraVue Capital, LLC 129,767 $61,830,082

Top Sold-Out Positions

vs Jan 7, 2026
Institution Previously Held Last Value (USD) Open
— Tontine Capital Partners, L.P. 5,532,550 $2,164,001,607
Filter: New 310 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 100 of 322
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega VANGUARD CAPITAL MANAGEMENT LLC $190,077,700 12.75% 398,929
Mega FIRST TRUST ADVISORS LP $166,365,694 11.16% 349,163
Mega GEODE CAPITAL MANAGEMENT, LLC $140,959,837 9.46% 295,842
Mega STATE STREET CORP $98,888,489 6.63% 207,544
Mid AltraVue Capital, LLC $61,830,082 4.15% 129,767
Small Parsifal Capital Management, LP $42,914,223 2.88% 90,067
Mega AMERICAN CENTURY COMPANIES INC $38,341,064 2.57% 80,469
Mega NORTHERN TRUST CORP Bank $36,626,723 2.46% 76,871
Large LORD, ABBETT & CO. LLC $34,482,133 2.31% 72,370
Mega VANGUARD FIDUCIARY TRUST CO Bank $29,205,705 1.96% 61,296
Small Ophir Asset Management Pty Ltd $26,221,573 1.76% 55,033
Large Swedbank AB Bank $25,729,380 1.73% 54,000
Mega LPL Financial LLC $22,855,312 1.53% 47,968
Small United Capital Management of KS, Inc. $21,196,244 1.42% 44,486
Large CONGRESS ASSET MANAGEMENT CO $20,732,639 1.39% 43,513
Mega NEUBERGER BERMAN GROUP LLC $19,046,411 1.28% 39,974
Mid SEGALL BRYANT & HAMILL, LLC $18,864,400 1.27% 39,592
Mega DEUTSCHE BANK AG\ Bank $18,568,510 1.25% 38,971
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $15,839,768 1.06% 33,244
Mid KENNEDY CAPITAL MANAGEMENT LLC $15,733,039 1.06% 33,020
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $13,817,630 0.93% 29,000
Mega RAYMOND JAMES FINANCIAL INC $13,182,494 0.88% 27,667
Mid Legato Capital Management LLC $13,081,960 0.88% 27,456
Large Man Group plc $12,658,854 0.85% 26,568
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $11,578,221 0.78% 24,300
Large Bridgewater Associates, LP $10,559,051 0.71% 22,161
Mid Ethic Inc. $10,318,910 0.69% 21,657
Mid RENAISSANCE GROUP LLC $10,314,622 0.69% 21,648
Mega Nuveen, LLC $9,472,699 0.64% 19,881
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $8,590,754 0.58% 18,030
Small Steamboat Capital Partners, LLC $8,554,065 0.57% 17,953
Mega Swiss National Bank Bank $8,452,577 0.57% 17,740
Small State of Wyoming $8,444,001 0.57% 17,722
Small AdvisorShares Investments LLC $7,854,607 0.53% 16,485
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $7,787,422 0.52% 16,344
Mid Emerald Investment Advisers, LLC $7,311,908 0.49% 15,346
Mid RBF Capital, LLC $7,147,050 0.48% 15,000
Small Palisades Investment Partners, LLC $6,966,467 0.47% 14,621
Large Tidal Investments LLC $6,729,661 0.45% 14,124
Mega PRINCIPAL FINANCIAL GROUP INC $6,659,620 0.45% 13,977
Large Fiera Capital Corp $6,446,638 0.43% 13,530
Mega RHUMBLINE ADVISERS $5,710,016 0.38% 11,984
Large CREDIT AGRICOLE S A $5,695,722 0.38% 11,954
Large POLEN CAPITAL MANAGEMENT LLC $5,695,245 0.38% 11,953
Mid Illinois Municipal Retirement Fund Pension $5,515,140 0.37% 11,575
Large LAZARD ASSET MANAGEMENT LLC $5,156,358 0.35% 10,822
Large Cetera Investment Advisers $5,121,099 0.34% 10,748
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $5,095,370 0.34% 10,694
Mid CastleKnight Management LP $4,981,493 0.33% 10,455
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $4,911,929 0.33% 10,309
Large Vident Advisory, LLC $4,668,452 0.31% 9,798
Small De Lisle Partners LLP $4,526,465 0.30% 9,500
Mid Orion Porfolio Solutions, LLC $4,384,476 0.29% 9,202
Mid Moran Wealth Management, LLC $4,154,341 0.28% 8,719
Mega Legal & General Group Plc $4,105,264 0.28% 8,616
Small RIHO Partners, LLC $4,069,053 0.27% 8,540
Micro Parkway Wealth Management Group, LLC $3,859,407 0.26% 8,100
Mega VANGUARD ASSET MANAGEMENT, Ltd $3,752,677 0.25% 7,876
Mid Annex Advisory Services, LLC $3,647,377 0.24% 7,655
Small Truvestments Capital LLC $3,616,883 0.24% 7,591
Mega ENVESTNET ASSET MANAGEMENT INC $3,498,719 0.23% 7,343
Mid XTX Topco Ltd $3,145,654 0.21% 6,602
Small Yorktown Management & Research Co Inc $3,020,819 0.20% 6,340
Large TRUIST FINANCIAL CORP $2,874,067 0.19% 6,032
Large Janney Montgomery Scott LLC $2,780,678 0.19% 5,836
Large Squarepoint Ops LLC $2,763,526 0.19% 5,800
Small Informed Momentum Co LLC $2,692,055 0.18% 5,650
Mid Cavalier Investments, LLC $2,649,173 0.18% 5,560
Large GREAT LAKES ADVISORS, LLC $2,640,596 0.18% 5,542
Large Creative Planning $2,526,720 0.17% 5,303
Small IPG Investment Advisors LLC $2,490,985 0.17% 5,228
Mid TIMUCUAN ASSET MANAGEMENT INC/FL $2,382,350 0.16% 5,000
Small Hedeker Wealth, LLC $2,360,432 0.16% 4,954
Large MetLife Investment Management, LLC $2,353,285 0.16% 4,939
Small Numerai GP LLC $2,245,126 0.15% 4,712
Large Asset Management One Co., Ltd. $2,191,762 0.15% 4,600
Small FLORIDA FINANCIAL ADVISORS, LLC $2,166,985 0.15% 4,548
Mega Vanguard Global Advisers, LLC $2,158,885 0.14% 4,531
Mid Dakota Wealth Management $2,153,167 0.14% 4,519
Large State of New Jersey Common Pension Fund D Pension $2,113,620 0.14% 4,436
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $2,020,232 0.14% 4,240
Large SEI INVESTMENTS CO $1,993,550 0.13% 4,184
Mid DARK FOREST CAPITAL MANAGEMENT LP $1,974,491 0.13% 4,144
Mid ARGENT CAPITAL MANAGEMENT LLC $1,929,227 0.13% 4,049
Mid Twin Tree Management, LP $1,762,939 0.12% 3,700
Small Peterson Wealth Services $1,742,450 0.12% 3,657
Small PFG Advisors $1,726,727 0.12% 3,624
Small Richard Bernstein Advisors LLC $1,720,533 0.12% 3,611
Large PEAK6 LLC $1,715,292 0.12% 3,600
Small Bridgewater Advisors Inc. $1,592,839 0.11% 3,343
Small LRT Capital Management, LLC $1,562,821 0.10% 3,280
Large Pathstone Holdings, LLC $1,537,091 0.10% 3,226
Large Mariner, LLC $1,535,662 0.10% 3,223
Mega TWO SIGMA INVESTMENTS, LP $1,534,233 0.10% 3,220
Mid ALGERT GLOBAL LLC $1,521,845 0.10% 3,194
Large ExodusPoint Capital Management, LP $1,515,174 0.10% 3,180
Small CENTAURUS FINANCIAL, INC. $1,446,562 0.10% 3,036
Mid Hennion & Walsh Asset Management, Inc. $1,350,315 0.09% 2,834
Large STRS OHIO $1,334,116 0.09% 2,800
Small NAVELLIER & ASSOCIATES INC $1,274,080 0.09% 2,674

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