IES Holdings, Inc. - Common stock, par value of $.01 per share (IESC) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2016 to Q4 2025

Type / Class
Equity / Common stock, par value of $.01 per share
Symbol
IESC on Nasdaq
Shares outstanding
19,916,015
Price per share
$389.02
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
19,177,258
Total reported value
$7,625,651,306
% of total 13F portfolios
0.02%
Share change
+58,351
Value change
+$36,285,729
Number of holders
316
Price from insider filings
$389.02
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of IES Holdings, Inc. - Common stock, par value of $.01 per share (IESC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TONTINE CAPITAL PARTNERS L P 53% -1.9% $4,121,792,446 -$67,843,938 10,595,320 -1.6% Jeffrey L. Gendell 07 Jan 2026
FMR LLC 10% -13% $821,716,255 -$127,692,970 2,066,431 -13% FMR LLC 30 Sep 2025

As of 30 Sep 2025, 316 institutional investors reported holding 19,177,258 shares of IES Holdings, Inc. - Common stock, par value of $.01 per share (IESC). This represents 96% of the company’s total 19,916,015 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of IES Holdings, Inc. - Common stock, par value of $.01 per share (IESC) together control 88% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GENDELL JEFFREY L 53% 10,530,501 -1.4% 77% $4,187,453,723
FMR LLC 10% 2,066,431 -13% 0.04% $821,716,257
VANGUARD GROUP INC 4.4% 867,206 -0.81% 0.01% $344,844,467
BlackRock, Inc. 3.6% 709,059 +0.38% 0% $281,957,315
DIMENSIONAL FUND ADVISORS LP 2.5% 502,758 -11% 0.04% $199,905,194
FIRST TRUST ADVISORS LP 1.6% 323,893 +983% 0.1% $128,796,051
GEODE CAPITAL MANAGEMENT, LLC 1.3% 268,376 +1.7% 0.01% $106,730,941
STATE STREET CORP 1% 203,388 -0.76% 0% $80,877,238
Pertento Partners LLP 0.9% 178,768 +13% 8.7% $71,087,095
ROYCE & ASSOCIATES LP 0.89% 176,428 -3.2% 0.7% $70,156,594
AltraVue Capital, LLC 0.83% 166,267 +2.1% 5.5% $66,116,092
MORGAN STANLEY 0.8% 159,256 +17% 0% $63,328,487
FRANKLIN RESOURCES INC 0.78% 155,115 +3.7% 0.02% $61,681,479
Thrivent Financial for Lutherans 0.75% 148,937 -29% 0.12% $59,225,000
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.66% 131,449 +19% 0.03% $52,270,695
LORD, ABBETT & CO. LLC 0.57% 114,003 -1.9% 0.13% $45,334,000
RENAISSANCE TECHNOLOGIES LLC 0.53% 105,732 -20% 0.06% $42,044,330
SG Capital Management LLC 0.49% 97,094 3.9% $38,609,429
Invesco Ltd. 0.46% 91,138 -0.47% 0.01% $36,241,026
AMERICAN CENTURY COMPANIES INC 0.44% 87,862 +15% 0.02% $34,938,324
GOLDMAN SACHS GROUP INC 0.43% 85,537 +8.9% 0% $34,013,788
UBS Group AG 0.42% 84,556 +56% 0.01% $33,623,693
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.41% 82,039 +7% 0.01% $32,622,808
Swedbank AB 0.41% 81,000 +153% 0.03% $32,209,650
NORTHERN TRUST CORP 0.41% 80,922 -4.6% 0% $32,178,633

Institutional Holders of IES Holdings, Inc. - Common stock, par value of $.01 per share (IESC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 59,207 $23,063,693 +$4,612,691 $389.02 22
2025 Q3 19,177,258 $7,625,651,306 +$36,285,729 $397.65 316
2025 Q2 19,117,462 $5,667,304,995 +$89,482,725 $296.23 271
2025 Q1 18,921,721 $3,124,658,246 +$72,011,226 $165.11 244
2024 Q4 18,438,079 $3,705,479,043 +$1,389,722 $200.96 255
2024 Q3 18,444,799 $3,686,492,783 +$28,347,449 $199.62 237
2024 Q2 18,350,475 $2,556,776,789 +$24,688,357 $139.33 194
2024 Q1 18,210,466 $2,215,135,882 +$19,668,209 $121.64 157
2023 Q4 18,084,204 $1,432,649,961 +$16,677,191 $79.22 131
2023 Q3 17,743,893 $1,168,791,482 +$17,753,810 $65.87 116
2023 Q2 17,478,129 $994,154,208 +$18,049,134 $56.88 100
2023 Q1 17,183,479 $740,433,674 +$2,629,920 $43.09 89
2022 Q4 17,117,933 $608,888,740 -$6,299,744 $35.57 81
2022 Q3 17,362,171 $479,581,140 -$8,770,629 $27.62 77
2022 Q2 17,673,045 $533,208,366 +$201,824 $30.17 78
2022 Q1 17,510,873 $703,886,098 +$7,007,794 $40.20 89
2021 Q4 17,318,643 $876,917,227 -$4,094,266 $50.64 98
2021 Q3 17,399,267 $794,960,162 -$24,731,361 $45.69 94
2021 Q2 17,913,101 $920,015,036 +$28,794,335 $51.36 98
2021 Q1 17,352,095 $874,709,325 +$9,289,969 $50.41 96
2020 Q4 17,211,069 $792,403,541 +$16,759,451 $46.04 93
2020 Q3 16,830,463 $534,703,439 +$20,604,208 $31.77 81
2020 Q2 16,202,072 $375,398,681 -$10,615,001 $23.17 72
2020 Q1 16,700,715 $294,766,869 +$625,653 $17.65 72
2019 Q4 16,644,787 $427,107,813 +$477,292 $25.66 70
2019 Q3 16,659,835 $342,992,058 +$1,658,248 $20.59 62
2019 Q2 16,581,412 $312,553,345 +$920,882 $18.85 56
2019 Q1 16,566,152 $294,377,518 -$2,594,832 $17.77 52
2018 Q4 16,644,361 $258,824,074 -$536,694 $15.55 52
2018 Q3 16,606,170 $323,817,648 +$3,172,885 $19.50 49
2018 Q2 16,447,378 $275,497,883 +$1,369,952 $16.75 51
2018 Q1 16,370,562 $248,335,028 -$6,713,839 $15.15 49
2017 Q4 16,723,086 $288,480,194 +$1,236,631 $17.25 60
2017 Q3 16,634,497 $287,796,615 -$4,921,033 $17.30 53
2017 Q2 16,901,124 $306,709,244 -$3,143,219 $18.15 55
2017 Q1 17,005,664 $307,794,639 +$8,018,406 $18.10 52
2016 Q4 16,899,762 $323,648,215 -$17,438,971 $19.15 61
2016 Q3 17,789,449 $316,475,752 +$135,916 $17.79 61
2016 Q2 17,857,202 $221,782,839 +$221,731,839 $12.42 58