IES Holdings, Inc. - Common stock, par value of $.01 per share (IESC) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2016 to Q4 2025

Type / Class
Equity / Common stock, par value of $.01 per share
Symbol
IESC on Nasdaq
Shares outstanding
19,916,015
Price per share
$389.02
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
19,177,561
Total reported value
$7,625,771,306
% of total 13F portfolios
0.02%
Share change
+58,351
Value change
+$36,285,726
Number of holders
317
Price from insider filings
$389.02
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of IES Holdings, Inc. - Common stock, par value of $.01 per share (IESC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TONTINE CAPITAL PARTNERS L P 53% -1.9% $4,121,792,446 -$67,843,938 10,595,320 -1.6% Jeffrey L. Gendell 07 Jan 2026
FMR LLC 10% -13% $821,716,255 -$127,692,970 2,066,431 -13% FMR LLC 30 Sep 2025

As of 30 Sep 2025, 317 institutional investors reported holding 19,177,561 shares of IES Holdings, Inc. - Common stock, par value of $.01 per share (IESC). This represents 96% of the company’s total 19,916,015 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of IES Holdings, Inc. - Common stock, par value of $.01 per share (IESC) together control 88% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GENDELL JEFFREY L 53% 10,530,501 -1.4% 77% $4,187,453,723
FMR LLC 10% 2,066,431 -13% 0.04% $821,716,257
VANGUARD GROUP INC 4.4% 867,206 -0.81% 0.01% $344,844,467
BlackRock, Inc. 3.6% 709,059 +0.38% 0% $281,957,315
DIMENSIONAL FUND ADVISORS LP 2.5% 502,758 -11% 0.04% $199,905,194
FIRST TRUST ADVISORS LP 1.6% 323,893 +983% 0.1% $128,796,051
GEODE CAPITAL MANAGEMENT, LLC 1.3% 268,376 +1.7% 0.01% $106,730,941
STATE STREET CORP 1% 203,388 -0.76% 0% $80,877,238
Pertento Partners LLP 0.9% 178,768 +13% 8.7% $71,087,095
ROYCE & ASSOCIATES LP 0.89% 176,428 -3.2% 0.7% $70,156,594
AltraVue Capital, LLC 0.83% 166,267 +2.1% 5.5% $66,116,092
MORGAN STANLEY 0.8% 159,256 +17% 0% $63,328,487
FRANKLIN RESOURCES INC 0.78% 155,115 +3.7% 0.02% $61,681,479
Thrivent Financial for Lutherans 0.75% 148,937 -29% 0.12% $59,225,000
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.66% 131,449 +19% 0.03% $52,270,695
LORD, ABBETT & CO. LLC 0.57% 114,003 -1.9% 0.13% $45,334,000
RENAISSANCE TECHNOLOGIES LLC 0.53% 105,732 -20% 0.06% $42,044,330
SG Capital Management LLC 0.49% 97,094 3.9% $38,609,429
Invesco Ltd. 0.46% 91,138 -0.47% 0.01% $36,241,026
AMERICAN CENTURY COMPANIES INC 0.44% 87,862 +15% 0.02% $34,938,324
GOLDMAN SACHS GROUP INC 0.43% 85,537 +8.9% 0% $34,013,788
UBS Group AG 0.42% 84,556 +56% 0.01% $33,623,693
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.41% 82,039 +7% 0.01% $32,622,808
Swedbank AB 0.41% 81,000 +153% 0.03% $32,209,650
NORTHERN TRUST CORP 0.41% 80,922 -4.6% 0% $32,178,633

Institutional Holders of IES Holdings, Inc. - Common stock, par value of $.01 per share (IESC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 76,511 $29,794,785 +$5,002,441 $389.02 31
2025 Q3 19,177,561 $7,625,771,306 +$36,285,726 $397.65 317
2025 Q2 19,117,462 $5,667,304,995 +$89,482,731 $296.23 271
2025 Q1 18,921,721 $3,124,658,297 +$72,011,207 $165.11 244
2024 Q4 18,435,709 $3,704,998,356 +$1,423,692 $200.96 253
2024 Q3 18,443,463 $3,686,226,402 +$27,932,037 $199.62 239
2024 Q2 18,351,220 $2,556,880,867 +$24,792,048 $139.33 195
2024 Q1 18,210,466 $2,215,135,990 +$7,254,220 $121.64 158
2023 Q4 55,761 $4,417,387 -$134,911 $79.22 3
2023 Q3 17,743,693 $1,168,778,641 +$17,745,576 $65.87 115
2023 Q2 17,477,929 $994,143,332 +$18,049,127 $56.88 99
2023 Q1 17,183,279 $740,424,684 +$2,628,882 $43.09 88
2022 Q4 17,115,399 $608,798,681 -$6,375,948 $35.57 79
2022 Q3 17,273,628 $477,136,616 -$8,695,689 $27.62 73
2022 Q2 17,668,115 $533,059,366 +$273,485 $30.17 76
2022 Q1 17,437,897 $700,952,098 +$7,106,839 $40.20 88
2021 Q4 17,296,883 $875,815,907 -$4,150,836 $50.64 94
2021 Q3 17,387,246 $794,411,317 -$24,934,073 $45.69 92
2021 Q2 17,912,655 $919,991,356 +$28,739,123 $51.36 97
2021 Q1 17,341,662 $874,183,120 +$9,616,157 $50.41 94
2020 Q4 17,177,197 $790,843,521 +$15,854,379 $46.04 90
2020 Q3 16,822,975 $534,466,439 +$20,606,142 $31.77 80
2020 Q2 15,807,939 $366,265,681 -$10,434,245 $23.17 69
2020 Q1 16,298,878 $287,674,869 +$592,808 $17.65 69
2019 Q4 16,644,787 $427,107,813 +$474,931 $25.66 70
2019 Q3 16,629,219 $342,361,058 +$1,799,679 $20.59 60
2019 Q2 16,564,713 $312,245,345 +$921,535 $18.85 55
2019 Q1 16,545,441 $294,009,518 -$2,682,175 $17.77 50
2018 Q4 16,616,463 $258,392,074 -$637,854 $15.55 49
2018 Q3 16,600,906 $323,714,648 +$3,122,006 $19.50 47
2018 Q2 16,445,687 $275,469,883 +$1,368,786 $16.75 50
2018 Q1 16,355,576 $248,109,028 -$6,413,674 $15.15 48
2017 Q4 16,682,935 $287,789,194 +$1,089,728 $17.25 57
2017 Q3 16,602,961 $287,251,615 -$4,803,110 $17.30 51
2017 Q2 16,901,124 $306,709,244 -$3,007,878 $18.15 55
2017 Q1 17,005,664 $307,794,639 +$8,018,421 $18.10 52
2016 Q4 16,899,762 $323,648,215 -$17,438,983 $19.15 61
2016 Q3 17,789,449 $316,475,752 +$866,914 $17.79 61
2016 Q2 17,857,153 $221,781,839 +$221,731,119 $12.42 57