Security key
44951W106
- Security type / class
- Equity / COMMON STOCK
- Shares outstanding
- 19,930,635
- Total 13F shares
- 18,210,466
- Share change
- +121,349
- Total reported value
- $2,215,135,882
- Put/Call ratio
- 12%
- Reported price per share
- $121.64
- Number of holders
- 157
- Value change
- +$19,668,209
- Number of buys
- 84
- Number of sells
- 70
Security identity
Holder snapshot
Report period
Q1 2024
Institutions
157
Top holders
10
IESC full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2024
Previous quarter: Q4 2023
IES Holdings, Inc. SEC filings
IES Holdings, Inc. company facts
IES Holdings, Inc. 13D/G history
Broader feeds
Reporting periods
Holder history for CUSIP 44951W106
Recent filing periods:
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.
Lead holder
Jeffrey L. Gendell
13D/G signal
—
Evidence rows
15
Latest as of
31 Dec 2023
13F
Lead comparable stake: 57%
Showing 1-6 of 15 holder rows.
Rank 1 holder
Jeffrey L. Gendell
13F
- Ownership
- 57%
- Position
- $896.57M
Rank 2 holder
FMR LLC
13F
- Ownership
- 5.7%
- Position
- $89.57M
Rank 3 holder
DIMENSIONAL FUND ADVISORS LP
13F
- Ownership
- 3.7%
- Position
- $57.74M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Jeffrey L. Gendell |
13F
Individual
|
57%
|
$896,568,389
11,317,450 shares
|
— | 31 Dec 2023 |
| FMR LLC |
13F
Company
|
5.7%
|
$89,567,926
1,130,623 shares
|
— | 31 Dec 2023 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
3.7%
|
$57,739,105
728,832 shares
|
— | 31 Dec 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
3.1%
|
$48,600,439
613,487 shares
|
— | 31 Dec 2023 |
| AltraVue Capital, LLC |
13F
Company
|
2.4%
|
$38,255,025
482,896 shares
|
— | 31 Dec 2023 |
| VANGUARD GROUP INC |
13F
Company
|
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 % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* 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 failed the local validity check.
Compare Q1 2024 vs Q4 2023 Across Filers
Q4 2023 holders
131
Q1 2024 holders
157
Holder diff
26
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 value | Q1 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend