Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IESC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | GENDELL JEFFREY L | 10.3M | $4.93B | -0.1% | 51.888% | 67.11% |
| 2 | FMR LLC | 2.4M | $1.13B | +17.6% | 11.902% | 0.06% |
| 3 | BlackRock, Inc. | 710K | $338.1M | -1.8% | 3.561% | 0.01% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 458K | $218.1M | +0.2% | 2.298% | 0.05% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 399K | $190.1M | — | 2.002% | 0.00% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 393K | $187.0M | — | 1.970% | 0.01% |
| 7 | FIRST TRUST ADVISORS LP | 349K | $166.4M | +40.4% | 1.752% | 0.12% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 296K | $141.0M | +7.7% | 1.485% | 0.01% |
| 9 | Pertento Partners LLP | 231K | $110.2M | +10.5% | 1.160% | 11.69% |
| 10 | STATE STREET CORP | 208K | $98.9M | +0.8% | 1.042% | 0.00% |
| 11 | UBS Group AG | 178K | $85.0M | +101.1% | 0.895% | 0.01% |
| 12 | MORGAN STANLEY | 178K | $84.6M | +3.6% | 0.891% | 0.01% |
| 13 | FRANKLIN RESOURCES INC | 165K | $78.7M | +7.3% | 0.829% | 0.02% |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 156K | $74.5M | -5.1% | 0.785% | 0.04% |
| 15 | ROYCE & ASSOCIATES LP | 149K | $71.0M | -13.0% | 0.748% | 0.70% |
| 16 | AltraVue Capital, LLC | 130K | $61.8M | -9.0% | 0.651% | 5.33% |
| 17 | Parsifal Capital Management, LP | 90K | $42.9M | -10.1% | 0.452% | 5.54% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 83K | $39.8M | +2.5% | 0.419% | 0.01% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 82K | $39.2M | -15.4% | 0.413% | 0.06% |
| 20 | AMERICAN CENTURY COMPANIES INC | 80K | $38.3M | -14.8% | 0.404% | 0.02% |
| 21 | Invesco Ltd. | 78K | $37.0M | -15.3% | 0.390% | 0.01% |
| 22 | NORTHERN TRUST CORP | 77K | $36.6M | +2.6% | 0.386% | 0.00% |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 71K | $34.0M | -37.4% | 0.358% | 0.00% |
| 24 | GOLDMAN SACHS GROUP INC | 69K | $32.7M | -23.0% | 0.345% | 0.00% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 61K | $29.2M | — | 0.308% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in IESC — a direct measure of their conviction.
Filings activity in IESC during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 337 | +1.8% | 59.98% | +11.29 pp | $8.96B | +23% |
| Q4 2025 | 331 | +6.1% | 48.69% | 1.63 pp | $7.28B | 3.2% |
| Q3 2025 | 312 | +18% | 50.32% | +13.12 pp | $7.52B | +35% |
| Q2 2025 | 265 | +11% | 37.20% | +16.70 pp | $5.56B | +81% |
| Q1 2025 | 239 | 3.6% | 20.50% | 3.89 pp | $3.06B | 16% |
| Q4 2024 | 248 | +6.9% | 24.39% | +0.10 pp | $3.64B | +0.4% |
| Q3 2024 | 232 | +20% | 24.29% | +7.47 pp | $3.63B | +44% |
| Q2 2024 | 193 | — | 16.82% | — | $2.51B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying IESC stock.
Based on Q1 2026 13F filings, institutional ownership of IES Holdings, Inc. stands at 60.0%, held across 337 reporting institutions.
GENDELL JEFFREY L is the largest reported institutional holder of IESC, with approximately 10,340,248 shares worth $4.93B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of IESC, including RENAISSANCE TECHNOLOGIES LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for IESC is 66 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
63 institutions opened new positions in IESC during Q1 2026, while 57 fully exited. 232 added to existing positions and 39 trimmed.
IESC institutional ownership rose by 11.29 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 83.7% of all reported 13F value in IESC, and the top 25 account for 92.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
IES Holdings, Inc. (IESC) Institutional Ownership