IES Holdings, Inc. - COMMON STOCK (IESC)

CUSIP: 44951W106

Q1 2024 13F Holders as of 31 Mar 2024

Holder snapshot 7 signals
Share change
+121,349
Put/Call ratio
12%
SEC-reported price per share
$121.64
Number of holders
157
Value change
+$19,668,209
Number of buys
84
Open additional details 1 more signal available
Number of sells
70
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
19,930,635

Security key

44951W106

Report period

Q1 2024

Institutions

157

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 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 5.7%
DIMENSIONAL FUND ADVISORS LP 3.7%
BlackRock Finance, Inc. 3.1%
AltraVue Capital, LLC 2.4%

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%
$896,568,389
11,317,450 shares
31 Dec 2023
FMR LLC
13F
Company
13F
5.7%
$89,567,926
1,130,623 shares
31 Dec 2023
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
3.7%
$57,739,105
728,832 shares
31 Dec 2023
BlackRock Finance, Inc.
13F
Company
13F
3.1%
$48,600,439
613,487 shares
31 Dec 2023
AltraVue Capital, LLC
13F
Company
13F
2.4%
$38,255,025
482,896 shares
31 Dec 2023
VANGUARD GROUP INC
13F
Company
13F
2.2%
$34,514,648
435,681 shares
31 Dec 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 Q1 2024

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

Institutions
157
Shares
18,210,466
Rows available
157
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 2024 vs Q1 2024 Across Filers

Q1 2024 holders
157
Q1 2024 holders
157
Holder diff
0
Investor Q1 2024 Shares Q1 2024 Shares Share Diff Share Chg % Q1 2024 value Q1 2024 value Value change Value Chg %
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