IES Holdings, Inc. - COMMON STOCK (IESC)

CUSIP: 44951W106

Q1 2023 13F Holders as of 31 Mar 2023

Holder snapshot 6 signals
Share change
+59,771
SEC-reported price per share
$43.09
Number of holders
89
Value change
+$2,629,920
Number of buys
36
Number of sells
38
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
19,930,635

Security key

44951W106

Report period

Q1 2023

Institutions

89

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
31 Dec 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%
DIMENSIONAL FUND ADVISORS LP 3.5%
BlackRock Finance, Inc. 3%
AltraVue Capital, LLC 2.6%

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%
$405,859,106
11,410,152 shares
31 Dec 2022
FMR LLC
13F
Company
13F
4.7%
$33,355,838
937,752 shares
31 Dec 2022
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
3.5%
$24,948,000
701,418 shares
31 Dec 2022
BlackRock Finance, Inc.
13F
Company
13F
3%
$21,071,490
592,395 shares
31 Dec 2022
AltraVue Capital, LLC
13F
Company
13F
2.6%
$18,189,109
511,361 shares
31 Dec 2022
ROYCE & ASSOCIATES LP
13F
Company
13F
2.4%
$17,143,780
481,973 shares
31 Dec 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 Q1 2023

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

Institutions
89
Shares
17,183,479
Rows available
89
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 Q1 2023 vs Q1 2023 Across Filers

Q1 2023 holders
89
Q1 2023 holders
89
Holder diff
0
Investor Q1 2023 Shares Q1 2023 Shares Share Diff Share Chg % Q1 2023 value Q1 2023 value Value change Value Chg %
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