Institutional Ownership Ies Holdings, Inc. (IESC)
This table provides information about the institutional ownership of Ies Holdings, Inc. (IESC). We have compiled data on the 349 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $6.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
3,100
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
3,091
shares
|
$1.13 Million
0.38% of portfolio
|
Q3 2025
Added 37.5%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,065
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 30.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,064
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 35.4%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,053
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 52.65%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
3,015
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
2,872
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
2,858
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,832
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
2,819
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 100.36%
|
|
|
Argent Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
2,811
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,810
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
2,621
shares
|
$955,904
0.01% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
2,617
shares
|
$954,446
0.0% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
2,613
shares
|
$952,987
0.19% of portfolio
|
Q3 2025
Reduced 26.77%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,606
shares
|
$950,434
0.01% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
2,499
shares
|
$911,410
0.01% of portfolio
|
Q3 2025
Added 23.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
2,373
shares
|
$865,456
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,367
shares
|
$863,268
0.19% of portfolio
|
Q2 2025
Reduced 76.42%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2,169
shares
|
$791,055
0.0% of portfolio
|
Q3 2025
Reduced 57.24%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
2,000
shares
|
$729,420
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$729,420
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,839
shares
|
$670,701
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
1,812
shares
|
$660,854
0.42% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Pier 88 Investment Partners LLC
San Francisco, CA |
Oct 31, 2025 Q3 2025 |
1,800
shares
|
$656,478
0.92% of portfolio
|
Q3 2025
New holding
|
|