IES Holdings Inc (IESC) Ownership

Institutions
Mutual Funds

Institutional Ownership

Gendell Jeffrey L is the biggest individual institutional holder of IES Holdings Inc (IESC), owning a total of 10.7 million shares. Combined, the top 37 institutional holders of IESC own 89.85% of the company with a total of 18 million shares.

In the latest ownership report on December 31st 2024, the top 37 institutional holders increased their combined ownership of IESC by 117 thousand shares. 11 institutions bought 497,136 total additional shares and increased their ownership by an average of 27.07%. However 10 institutions sold 380,582 total shares and decreased their ownership by an average of 15.72%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of IES Holdings increased by a net total of 116,554 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Gendell Jeffrey L	53.572%	-0.160%	10,717,968	-17,184	2024-12-31
FMR Inc	7.199%	-2.436%	1,440,280	-35,958	2024-12-31
Vanguard Group Inc	3.765%	38.887%	753,331	210,925	2024-12-31
BlackRock Inc	3.680%	11.880%	736,304	78,186	2024-12-31
Dimensional Fund Advisors, Inc.	3.319%	-2.212%	663,935	-15,020	2024-12-31
Geode Capital Management, LLC	1.223%	16.961%	244,620	35,474	2024-12-31
State Street Corp	1.017%	-3.115%	203,404	-6,539	2024-12-31
Amvescap Plc.	1.004%	27.613%	200,799	43,449	2024-12-31
AltraVue Capital, LLC	0.999%	-25.599%	199,817	-68,752	2024-12-31
Royce & Associates, LP	0.892%	-39.485%	178,404	-116,404	2024-12-31
Renaissance Technologies Corp	0.817%	-8.504%	163,532	-15,200	2024-12-31
Franklin Resources Inc	0.813%	4.591%	162,561	7,135	2024-12-31
Arrowstreet Capital Limited Partnership	0.780%	-5.384%	156,080	-8,881	2024-12-31
Morgan Stanley - Brokerage Accounts	0.663%	7.860%	132,659	9,667	2024-12-31
Thrivent Financial For Lutherans	0.627%	140.288%	125,500	73,271	2024-12-31
Goldman Sachs Group Inc	0.535%	35.494%	106,993	28,028	2024-12-31
Ophir Asset Management Pty Ltd	0.448%	-40.480%	89,704	-61,007	2024-12-31
Northern Trust Corp	0.423%	1.174%	84,702	983	2024-12-31
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	0.419%	-29.837%	83,801	-35,637	2024-12-31
Hennessy Advisors, Inc.	0.413%	6.856%	82,600	5,300	2024-12-31
Charles Schwab Investment Management Inc	0.407%	6.148%	81,457	4,718	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Gendell Jeffrey L	53.572%	-0.160%	10,717,968	-17,184	2024-12-31
FMR Inc	7.199%	-2.436%	1,440,280	-35,958	2024-12-31
Vanguard Group Inc	3.765%	38.887%	753,331	210,925	2024-12-31
BlackRock Inc	3.680%	11.880%	736,304	78,186	2024-12-31
Dimensional Fund Advisors, Inc.	3.319%	-2.212%	663,935	-15,020	2024-12-31
Geode Capital Management, LLC	1.223%	16.961%	244,620	35,474	2024-12-31
State Street Corp	1.017%	-3.115%	203,404	-6,539	2024-12-31
Amvescap Plc.	1.004%	27.613%	200,799	43,449	2024-12-31
AltraVue Capital, LLC	0.999%	-25.599%	199,817	-68,752	2024-12-31
State Street Corporation	0.975%	-2.730%	194,814	-5,467	2024-03-31
Royce & Associates, LP	0.892%	-39.485%	178,404	-116,404	2024-12-31
Renaissance Technologies Corp	0.817%	-8.504%	163,532	-15,200	2024-12-31
Franklin Resources Inc	0.813%	4.591%	162,561	7,135	2024-12-31
Arrowstreet Capital Limited Partnership	0.780%	-5.384%	156,080	-8,881	2024-12-31
Millennium Management LLC	0.682%	9.943%	137,864	12,468	2023-09-30
Morgan Stanley - Brokerage Accounts	0.663%	7.860%	132,659	9,667	2024-12-31
Breach Inlet Capital Management LLC	0.638%	0.000%	129,244	129,244	2023-12-31
Thrivent Financial For Lutherans	0.627%	140.288%	125,500	73,271	2024-12-31
Goldman Sachs Group Inc	0.535%	35.494%	106,993	28,028	2024-12-31
Ophir Asset Management Pty Ltd	0.448%	-40.480%	89,704	-61,007	2024-12-31
State of Wyoming	0.429%	1.208%	85,684	1,023	2024-03-31
Assenagon Asset Management SA	0.424%	-5.095%	84,779	-4,551	2024-09-30
Northern Trust Corp	0.423%	1.174%	84,702	983	2024-12-31
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	0.419%	-29.837%	83,801	-35,637	2024-12-31
JPMorgan Chase & Co	0.415%	2.539%	82,964	2,054	2024-09-30
Hennessy Advisors, Inc.	0.413%	6.856%	82,600	5,300	2024-12-31
Charles Schwab Investment Management Inc	0.407%	6.148%	81,457	4,718	2024-12-31
Wellington Management Company LLP	0.403%	-23.374%	81,300	-24,800	2023-06-30
Wells Fargo & Co	0.395%	7.284%	78,961	5,361	2024-06-30
Legato Capital Management LLC	0.380%	-19.173%	76,980	-18,260	2024-03-31
New York State Common Retirement Fund	0.368%	-18.690%	73,544	-16,905	2024-03-31
Kennedy Capital Management Inc	0.356%	-6.331%	71,154	-4,809	2024-06-30
Coombe, Bender & Co LLC	0.350%	3.509%	70,674	2,396	2023-03-31
Citadel Advisors Llc	0.302%	19.467%	60,994	9,939	2023-03-31
Jacobs Levy Equity Management, Inc.	0.261%	-4.713%	52,568	-2,600	2022-09-30
Eaton Vance Management	0.248%	0.000%	50,000	0	2022-09-30
Jb Capital Partners LP	0.204%	0.000%	41,845	0	2022-09-30

Mutual Fund Ownership

Fidelity® Series Small Cap Opps is the biggest individual fund holder of IES Holdings Inc (IESC), owning a total of 527 thousand shares. Combined, the top 47 mutual fund holders of IESC own 30.69% of the company with a total of 6.2 million shares.

In the latest ownership report on February 28th 2025, the top 47 fund holders increased their combined ownership of IESC by 10 thousand shares. 3 funds bought 458 total additional shares and increased their ownership by an average of 0.09%. However 2 funds sold 10,582 total shares and decreased their ownership by an average of 3.28%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding IES Holdings decreased by a net total of -10,124 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.419%	0.070%	283,788	198	2025-02-28
iShares Russell 2000 ETF	1.063%	-1.154%	212,633	-2,482	2025-02-28
Putnam Small Cap Growth A	0.707%	-5.414%	141,500	-8,100	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	0.637%	0.138%	127,362	176	2025-02-28
Vanguard Small Cap Index	0.573%	0.073%	114,599	84	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity® Series Small Cap Opps	2.607%	0.000%	526,918	0	2023-10-31
iShares US Infrastructure ETF	1.710%	0.415%	347,787	1,436	2022-11-30
Fidelity® Stock Selector Small Cap	1.470%	0.000%	297,115	0	2023-10-31
Vanguard Total Stock Mkt Idx Inv	1.419%	0.070%	283,788	198	2025-02-28
Fidelity Stock Selector Small Cap	1.362%	-8.958%	272,439	-26,806	2024-12-31
Fidelity Series Small Cap Opps	1.238%	-17.636%	247,667	-53,031	2024-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	1.167%	0.000%	235,697	0	2023-03-31
Strategic Advisers Fidelity US TtlStk	1.077%	0.000%	215,367	0	2025-01-31
iShares Russell 2000 ETF	1.063%	-1.154%	212,633	-2,482	2025-02-28
DFA US Small Cap I	0.998%	0.000%	199,706	0	2025-01-31
Royce Value Trust	0.980%	-18.033%	198,398	-43,647	2024-03-31
Fidelity Small Cap Discovery	0.793%	0.000%	158,685	0	2024-12-31
DFA US Micro Cap I	0.782%	0.000%	156,480	0	2025-01-31
Fidelity Special Situations Series F	0.729%	-2.604%	145,900	-3,900	2024-06-30
FIAM Small Cap Core Composite	0.727%	-1.156%	145,400	-1,700	2024-09-30
Putnam US Small Cap Growth Managed Acct	0.723%	2.045%	144,700	2,900	2024-12-31
Putnam US Small Cap Growth Equity	0.723%	2.045%	144,700	2,900	2024-12-31
Putnam Small Cap Growth A	0.707%	-5.414%	141,500	-8,100	2025-02-28
Royce Small-Cap Trust	0.679%	-29.770%	135,872	-57,596	2024-12-31
FIAM Small Cap Core CIT Cl B	0.659%	-4.769%	131,800	-6,600	2024-12-31
Vanguard Institutional Extnd Mkt Idx Tr	0.637%	0.138%	127,362	176	2025-02-28
Vanguard Extended Market Index Investor	0.602%	-0.008%	121,612	-10	2023-08-31
Fidelity Series Small Cap Discovery	0.575%	3.233%	114,961	3,600	2024-12-31
Vanguard Small Cap Index	0.573%	0.073%	114,599	84	2025-02-28
Invesco Building & Construction ETF	0.421%	-1.535%	85,047	-1,326	2024-01-31
Fidelity Small Cap Index	0.414%	-0.922%	82,746	-770	2024-12-31
Hennessy Cornerstone Growth Investor	0.413%	6.856%	82,600	5,300	2024-12-31
Fidelity® Small Cap Index	0.392%	2.792%	79,149	2,150	2023-10-31
Fidelity® Small Cap Stock	0.374%	-33.409%	76,738	-38,500	2022-08-31
iShares Russell 2000 Growth ETF	0.377%	0.000%	75,371	0	2024-12-31
Invesco Small Cap Equity Composite	0.330%	0.000%	65,882	65,882	2024-09-30
Invesco Small Cap Equity A	0.330%	0.000%	65,882	65,882	2024-09-30
American Funds SMALLCAP World A	0.317%	0.000%	63,289	0	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.301%	0.000%	60,124	0	2024-09-30
Kennedy Small Cap Value	0.288%	7.877%	58,244	4,253	2024-06-30
Royce Micro Cap Trust	0.280%	-9.999%	56,587	-6,287	2024-06-30
Invesco Dorsey Wright SmallCap Momt ETF	0.257%	0.000%	51,897	0	2024-03-31
Strategic Advisers® Fidelity US TtlStk	0.245%	23.576%	49,517	9,447	2023-11-30
Royce Micro-Cap Invmt	0.241%	-14.536%	48,800	-8,300	2023-12-31
Invesco DWA SmallCap Momentum ETF	0.239%	0.000%	48,233	0	2023-07-31
Dimensional US Small Cap ETF	0.235%	0.000%	47,568	0	2024-06-28
DFA US Targeted Value I	0.233%	0.000%	47,117	0	2024-04-30
Fidelity Extended Market Index	0.233%	-3.438%	47,077	-1,676	2024-04-30
Fidelity® Extended Market Index	0.223%	0.272%	45,054	122	2023-11-30
Schwab US Small-Cap ETF™	0.195%	0.000%	39,423	0	2024-04-30
AB Small Cap Core Z	0.186%	1,990.000%	37,620	35,820	2023-10-31
DFA US Core Equity 2 I	0.169%	0.000%	34,151	0	2023-02-28