IESC — IES HOLDINGS INC
As of Q2 2026, 37 SEC-registered investment managers reported holding IESC (IES HOLDINGS INC) in their latest 13F filings, with a combined reported value of $3.76B across 5.16M shares. That is +3.8% by share count (+189.29K shares) versus the previous quarter, while reported value moved +60.5%. Ownership is concentrated: the five largest holders account for 73.3% of reported value and the top ten for 85.7%.
Compared with the prior quarter, 3 opened new positions, 18 added to existing stakes, 15 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
IESC is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | Q2 2026 | 2.25M | $1.65B | 0.08% | Reduce |
| BlackRock Inc history | Q2 2026 | 883.52K | $649.09M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 853.21K | $331.92M | 0.01% | Reduce |
| Geode Capital Management history | Q2 2026 | 267.00K | $196.18M | 0.01% | Reduce |
| UBS Group AG history | Q2 2026 | 198.56K | $145.87M | 0.02% | Add |
| Morgan Stanley history | Q2 2026 | 154.22K | $113.30M | 0.01% | Reduce |
| Royce & Associates history | Q2 2026 | 149.03K | $109.49M | 0.88% | Hold |
| Arrowstreet Capital history | Q2 2026 | 126.62K | $93.03M | 0.04% | Reduce |
| Franklin Resources history | Q2 2026 | 126.51K | $92.94M | 0.02% | Reduce |
| Invesco Ltd history | Q2 2026 | 121.78K | $89.47M | 0.01% | Add |
| Norges Bank Investment Management history | Q2 2026 | 107.29K | $78.82M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 107.11K | $78.69M | 0.01% | Add |
| Renaissance Technologies history | Q2 2026 | 106.75K | $78.43M | 0.11% | Add |
| Northern Trust Corp history | Q2 2026 | 66.53K | $48.87M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 65.77K | $48.32M | 0.01% | Reduce |
| Citadel Advisors history | Q2 2026 | 60.00K | $44.08M | 0.01% | Add |
| BNY Mellon history | Q2 2026 | 50.89K | $37.38M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 37.07K | $27.23M | 0.00% | Add |
| Principal Global Investors history | Q2 2026 | 34.64K | $25.45M | 0.01% | Add |
| Deutsche Bank AG history | Q2 2026 | 31.55K | $23.18M | 0.01% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 25.42K sh · $18.69M
- CPP Investments 10.76K sh · $7.90M
- Point72 Asset Management 1.30K sh · $955.06K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 6.66K sh · $3.17M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 759.42K | 787.61K | 1.02M | 1.11M | 934.25K | 937.75K | 999.21K | 984.64K | 1.11M | 1.13M | 1.31M | 1.41M | 1.48M | 1.44M | 2.12M | 2.39M | 2.07M | 2.02M | 2.37M | 2.25M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 658.12K | 736.30K | 754.25K | 706.38K | 709.06K | 722.73K | 709.57K | 883.52K |
| Geode Capital Management | 186.41K | 168.00K | 170.00K | 169.65K | 171.30K | 174.58K | 178.37K | 168.27K | 172.75K | 181.29K | 188.21K | 208.52K | 209.15K | 244.62K | 251.97K | 263.99K | 268.38K | 274.73K | 295.84K | 267.00K |
| UBS Group AG | 171 | 2.82K | 2.77K | 733 | 2.00K | 4.54K | 5.20K | 7.48K | 5.77K | 12.77K | 10.80K | 6.07K | 10.29K | 26.65K | 51.51K | 54.12K | 84.56K | 88.72K | 178.40K | 198.56K |
| Morgan Stanley | 79.17K | 74.63K | 73.01K | 70.35K | 67.89K | 117.00K | 115.00K | 121.41K | 129.14K | 146.50K | 248.56K | 111.89K | 122.99K | 132.66K | 207.65K | 136.62K | 159.26K | 171.49K | 177.59K | 154.22K |
| Royce & Associates | 631.20K | 609.40K | 534.67K | 526.40K | 496.40K | 481.97K | 465.17K | 417.31K | 414.21K | 375.22K | 313.57K | 256.02K | 294.81K | 178.40K | 178.23K | 182.25K | 176.43K | 171.34K | 149.03K | 149.03K |
| Arrowstreet Capital | 5.53K | — | — | — | — | — | 25.31K | 66.00K | 72.86K | 77.92K | 77.21K | 156.97K | 164.96K | 156.08K | 73.47K | 110.31K | 131.45K | 164.72K | 156.39K | 126.62K |
| Franklin Resources | — | — | — | — | — | — | — | 4.07K | 4.12K | 4.24K | 4.13K | 86.68K | 155.43K | 162.56K | 127.83K | 149.57K | 155.12K | 153.95K | 165.17K | 126.51K |
| Invesco Ltd | 16.29K | 12.77K | 15.06K | 17.89K | 17.55K | 29.28K | 14.50K | 67.26K | 62.38K | 144.48K | 78.45K | 11.23K | 157.35K | 200.80K | 63.72K | 91.57K | 91.14K | 91.74K | 77.70K | 121.78K |
| Norges Bank Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 7.75K | — | — | — | 104.31K | — | 107.29K |
| Goldman Sachs Group | 33.20K | 7.63K | 36.91K | 16.47K | — | 28.86K | 16.77K | 26.04K | 62.37K | 71.78K | 67.71K | 87.07K | 78.97K | 106.99K | 92.58K | 78.55K | 85.54K | 89.22K | 68.72K | 107.11K |
| Renaissance Technologies | 234.63K | 224.03K | 213.53K | 214.43K | 189.83K | 176.13K | 176.53K | 182.60K | 181.73K | 203.23K | 181.43K | 186.53K | 178.73K | 163.53K | 150.43K | 132.53K | 105.73K | 97.39K | 82.35K | 106.75K |
| Northern Trust Corp | 94.05K | 94.19K | 90.79K | 91.20K | 90.44K | 89.93K | 89.69K | 88.83K | 90.73K | 88.36K | 84.69K | 82.98K | 83.72K | 84.70K | 82.11K | 84.81K | 80.92K | 74.88K | 76.87K | 66.53K |
| Charles Schwab Investment Management | 86.22K | 87.68K | 85.05K | 78.81K | 79.47K | 81.24K | 79.58K | 77.61K | 77.78K | 87.24K | 82.69K | 75.58K | 76.74K | 81.46K | 75.75K | 76.65K | 82.04K | 81.48K | 83.48K | 65.77K |
| Citadel Advisors | 34.90K | 9.49K | 5.71K | 16.98K | 35.53K | 51.05K | 60.99K | 33.46K | 12.18K | 26.83K | 75.82K | 57.01K | 82.74K | 177.03K | 101.78K | 67.42K | 65.00K | 57.99K | 50.10K | 60.00K |
| BNY Mellon | 42.41K | 40.06K | 40.50K | 37.75K | 40.03K | 33.21K | 32.45K | 30.98K | 39.48K | 38.74K | 35.04K | 38.22K | 30.75K | 23.16K | 25.43K | 28.10K | 27.38K | 32.62K | 31.07K | 50.89K |
| Bank of America Corp | 10.06K | 6.34K | 3.25K | 2.66K | 2.99K | 9.93K | 6.78K | 6.95K | 10.02K | 13.43K | 9.25K | 8.04K | 10.43K | 8.81K | 26.04K | 9.47K | 30.30K | 25.42K | 33.84K | 37.07K |
| Principal Global Investors | — | — | — | — | — | — | — | — | — | — | 4.15K | 4.63K | 7.27K | 8.35K | 8.45K | 11.73K | 11.33K | 16.91K | 13.98K | 34.64K |
| Deutsche Bank AG | 5.54K | 5.65K | 5.09K | 4.26K | 3.68K | 3.74K | 5.36K | 3.98K | 4.61K | 4.51K | 4.56K | 3.93K | 21.81K | 30.70K | 30.03K | 29.39K | 38.00K | 38.10K | 38.97K | 31.55K |
| JPMorgan Chase & Co | 19.24K | 25.70K | 6.60K | 4.82K | 4.86K | 5.21K | 250 | 45.62K | 42.14K | 48.03K | 71.50K | 40.45K | 41.48K | 36.76K | 29.02K | 28.41K | 25.50K | 20.20K | — | 25.42K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details