IES Holdings, Inc. - COMMON STOCK (IESC)

CUSIP: 44951W106

Q4 2022 13F Holders as of 31 Dec 2022

Holder snapshot 6 signals
Share change
-212,239
SEC-reported price per share
$35.57
Number of holders
81
Value change
-$6,299,744
Number of buys
36
Number of sells
28
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
19,930,635

Security key

44951W106

Report period

Q4 2022

Institutions

81

Top holders

10

Ownership snapshot

Top reported holders of IESC - IES Holdings, Inc. - COMMON STOCK (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Jeffrey L. Gendell
Disclosed value leader
Jeffrey L. Gendell
Comparable rows
15/15
Latest evidence
30 Sep 2022
13F Lead comparable stake: 57% Showing 1-6 of 15 holder rows.

Quick read

Jeffrey L. Gendell leads the comparable SEC ownership view at 57%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Jeffrey L. Gendell's linked filing trail.
Comparable ownership Top 5
Jeffrey L. Gendell 57%
FMR LLC 4.7%
BlackRock Finance, Inc. 4.6%
DIMENSIONAL FUND ADVISORS LP 3.5%
AltraVue Capital, LLC 2.5%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Jeffrey L. Gendell
13F
Individual
13F
57%
$315,148,000
11,410,152 shares
30 Sep 2022
FMR LLC
13F
Company
13F
4.7%
$25,805,000
934,253 shares
30 Sep 2022
BlackRock Finance, Inc.
13F
Company
13F
4.6%
$25,192,000
912,149 shares
30 Sep 2022
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
3.5%
$19,086,000
690,972 shares
30 Sep 2022
AltraVue Capital, LLC
13F
Company
13F
2.5%
$13,877,000
502,421 shares
30 Sep 2022
ROYCE & ASSOCIATES LP
13F
Company
13F
2.5%
$13,711,000
496,399 shares
30 Sep 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
81
Shares
17,117,933
Rows available
81
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2022 vs Q3 2022 Across Filers

Q3 2022 holders
77
Q4 2022 holders
81
Holder diff
4
Investor Q3 2022 Shares Q4 2022 Shares Share Diff Share Chg % Q3 2022 value Q4 2022 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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