IES Holdings, Inc. - COMMON STOCK (IESC)

CUSIP: 44951W106

Q4 2023 13F Holders as of 31 Dec 2023

Holder snapshot 7 signals
Share change
+206,866
Put/Call ratio
37%
SEC-reported price per share
$79.22
Number of holders
131
Value change
+$16,677,191
Number of buys
66
Open additional details 1 more signal available
Number of sells
49
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
19,930,635

Security key

44951W106

Report period

Q4 2023

Institutions

131

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 2023
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 5.6%
DIMENSIONAL FUND ADVISORS LP 3.6%
BlackRock Finance, Inc. 2.9%
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%
$751,586,712
11,410,152 shares
30 Sep 2023
FMR LLC
13F
Company
13F
5.6%
$72,893,235
1,106,623 shares
30 Sep 2023
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
3.6%
$47,503,455
721,152 shares
30 Sep 2023
BlackRock Finance, Inc.
13F
Company
13F
2.9%
$37,704,120
572,402 shares
30 Sep 2023
AltraVue Capital, LLC
13F
Company
13F
2.5%
$33,037,753
501,560 shares
30 Sep 2023
VANGUARD GROUP INC
13F
Company
13F
2.2%
$28,724,919
436,085 shares
30 Sep 2023
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 2023

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

Institutions
131
Shares
18,084,204
Rows available
131
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 2023 vs Q3 2023 Across Filers

Q3 2023 holders
116
Q4 2023 holders
131
Holder diff
15
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %
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