Who owns IES Holdings (IESC)
Which tracked institutional funds hold IESC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IESC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IESC is one-sided between 2026-Q1 and 2026-Q2: 192 added or opened and 48 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IESC’s largest tracked holder by dollar value, GENDELL JEFFREY L, sizes it at 68.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 68.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IESC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 380 tracked filers holding IESC, 208 increased or opened the position and 201 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IESC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 45
- Capital International Investors$151M
- Curi Capital, LLC$10M
- CANADA PENSION PLAN INVESTMENT BOARD$8M
- TUDOR INVESTMENT CORP ET AL$8M
- VAN ECK ASSOCIATES CORP$7M
- Retirement Systems of Alabama$7M
Full exits 28
- Thrivent Financial for Lutherans$73M
- LORD, ABBETT & CO. LLC$34M
- CONGRESS ASSET MANAGEMENT CO$21M
- KENNEDY CAPITAL MANAGEMENT LLC$16M
- State of Wyoming$8M
- CastleKnight Management LP$5M
Largest adds
- GENDELL JEFFREY L$2.6B
- FMR LLC$527M
- BlackRock, Inc.$483M
- VANGUARD CAPITAL MANAGEMENT LLC$105M
- STATE STREET CORP$102M
- VANGUARD PORTFOLIO MANAGEMENT LLC$92M
Largest trims
- CITADEL ADVISORS LLC$20M
- PRUDENTIAL FINANCIAL INC$10M
- SEGALL BRYANT & HAMILL, LLC$8M
- RAYMOND JAMES FINANCIAL INC$8M
- Parsifal Capital Management, LP$7M
- JANE STREET GROUP, LLC$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GENDELL JEFFREY L trimmed | 10,293,528 | $7.6B | 55.1% | 2026-Q2 |
| FMR LLC trimmed | 2,245,587 | $1.6B | 12.0% | 2026-Q2 |
| BlackRock, Inc. added | 883,520 | $649M | 4.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 420,423 | $309M | 2.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 401,936 | $295M | 2.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 380,318 | $279M | 2.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 346,730 | $255M | 1.9% | 2026-Q2 |
| STATE STREET CORP added | 274,069 | $201M | 1.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 266,996 | $196M | 1.4% | 2026-Q2 |
| Capital International Investors added | 205,596 | $151M | 1.1% | 2026-Q2 |
| UBS Group AG added | 198,559 | $146M | 1.1% | 2026-Q2 |
| Pertento Partners LLP trimmed | 168,457 | $124M | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 154,221 | $113M | 0.8% | 2026-Q2 |
| ROYCE & ASSOCIATES LP | 149,029 | $109M | 0.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 126,625 | $93M | 0.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 126,514 | $93M | 0.7% | 2026-Q2 |
| Invesco Ltd. added | 121,781 | $89M | 0.7% | 2026-Q2 |
| NORGES BANK added | 107,286 | $79M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 107,112 | $79M | 0.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 106,752 | $78M | 0.6% | 2026-Q2 |
| AltraVue Capital, LLC trimmed | 96,317 | $71M | 0.5% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 66,527 | $49M | 0.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 65,771 | $48M | 0.4% | 2026-Q2 |
| Ophir Asset Management Pty Ltd added | 62,763 | $46M | 0.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 56,762 | $42M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 51,110 | $38M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 50,887 | $37M | 0.3% | 2026-Q2 |
| Parsifal Capital Management, LP trimmed | 48,971 | $36M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 48,730 | $36M | 0.3% | 2026-Q2 |
| Swedbank AB trimmed | 48,000 | $35M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 45,707 | $34M | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 39,788 | $29M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 37,071 | $27M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 36,405 | $27M | 0.2% | 2026-Q2 |
| United Capital Management of KS, Inc. trimmed | 35,002 | $26M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 34,644 | $25M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 31,552 | $23M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 30,359 | $22M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 29,054 | $21M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 25,421 | $19M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 23,930 | $18M | 0.1% | 2026-Q2 |
| Legato Capital Management LLC trimmed | 21,306 | $16M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 21,050 | $15M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 20,501 | $15M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 18,863 | $14M | 0.1% | 2026-Q2 |
| Swiss National Bank added | 17,980 | $13M | 0.1% | 2026-Q2 |
| Nuveen, LLC trimmed | 17,077 | $13M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 17,074 | $13M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 16,561 | $12M | 0.1% | 2026-Q2 |
| Palisades Investment Partners, LLC added | 15,003 | $11M | 0.1% | 2026-Q2 |
| RBF Capital, LLC | 15,000 | $11M | 0.1% | 2026-Q2 |
| RENAISSANCE GROUP LLC trimmed | 14,849 | $11M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 14,685 | $11M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 14,546 | $11M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 14,463 | $11M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 13,788 | $10M | 0.1% | 2026-Q2 |
| Curi Capital, LLC new | 13,667 | $10M | 0.1% | 2026-Q2 |
| AdvisorShares Investments LLC trimmed | 13,474 | $10M | 0.1% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 13,035 | $10M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 12,893 | $9M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 12,713 | $9M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 12,641 | $9M | 0.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 12,526 | $9M | 0.1% | 2026-Q2 |
| Steamboat Capital Partners, LLC trimmed | 12,481 | $9M | 0.1% | 2026-Q2 |
| Emerald Investment Advisers, LLC trimmed | 11,518 | $8M | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 10,760 | $8M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 10,360 | $8M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 10,250 | $8M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 10,247 | $5M | 0.0% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 10,114 | $7M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 9,712 | $7M | 0.1% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 9,707 | $7M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 9,424 | $7M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP new | 9,292 | $7M | 0.0% | 2026-Q2 |
| Retirement Systems of Alabama new | 9,074 | $7M | 0.0% | 2026-Q2 |
| CREDIT AGRICOLE S A trimmed | 8,554 | $6M | 0.0% | 2026-Q2 |
| RIHO Partners, LLC trimmed | 8,510 | $6M | 0.0% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 8,471 | $6M | 0.0% | 2026-Q2 |
| Moran Wealth Management, LLC trimmed | 8,332 | $6M | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 8,219 | $6M | 0.0% | 2026-Q2 |
| De Lisle Partners LLP trimmed | 8,086 | $6M | 0.0% | 2026-Q2 |
| Fiera Capital Corp trimmed | 7,974 | $6M | 0.0% | 2026-Q2 |
| Jupiter Topco LLC new | 7,926 | $6M | 0.0% | 2026-Q2 |
| Truvestments Capital LLC added | 7,759 | $6M | 0.0% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 7,565 | $6M | 0.0% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 7,500 | $6M | 0.0% | 2026-Q2 |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 7,275 | $5M | 0.0% | 2026-Q2 |
| Creative Planning added | 7,139 | $5M | 0.0% | 2026-Q2 |
| Parkway Wealth Management Group, LLC trimmed | 7,000 | $5M | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 6,548 | $5M | 0.0% | 2026-Q2 |
| Catalyst Funds Management Pty Ltd new | 6,459 | $5M | 0.0% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 6,408 | $5M | 0.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,166 | $5M | 0.0% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 6,030 | $4M | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 5,745 | $4M | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 5,624 | $4M | 0.0% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 5,562 | $4M | 0.0% | 2026-Q2 |
| Yorktown Management & Research Co Inc trimmed | 5,510 | $4M | 0.0% | 2026-Q2 |
| Annex Advisory Services, LLC trimmed | 5,492 | $4M | 0.0% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 5,398 | $4M | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.