IES Holdings, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
GENDELL JEFFREY L | 08/14/2025 | 10.68 M | $3.16 B | -0.39% | 53.46% |
FMR LLC | 08/14/2025 | 2.39 M | $707.26 B | 12.53% | 11.96% |
BLACKROCK, INC. | 08/12/2025 | 706.38 K | $209.25 M | -6.35% | 3.54% |
ROYCE & ASSOCIATES LP | 08/11/2025 | 182.25 K | $53.99 M | 2.26% | 0.91% |
ALTRAVUE CAPITAL, LLC | 08/12/2025 | 162.90 K | $48.25 M | 3.42% | 0.82% |
PERTENTO PARTNERS LLP | 08/13/2025 | 158.38 K | $46.92 M | 100.00% | 0.79% |
MORGAN STANLEY | 08/15/2025 | 136.62 K | $40.47 B | -34.21% | 0.68% |
LORD, ABBETT & CO. LLC | 08/14/2025 | 116.16 K | $34.41 M | 13.81% | 0.58% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2025 | 110.31 K | $32.68 M | 50.15% | 0.55% |
OPHIR ASSET MANAGEMENT PTY LTD | 08/14/2025 | 81.81 K | $28.28 M | 7.09% | 0.41% |
AMERICAN CENTURY COMPANIES INC | 08/12/2025 | 76.55 K | $22.68 M | 42.56% | 0.38% |
KENNEDY CAPITAL MANAGEMENT LLC | 08/13/2025 | 61.37 K | $18.18 M | -20.15% | 0.31% |
UNITED CAPITAL MANAGEMENT OF KS, INC. | 08/01/2025 | 45.87 K | $13.59 M | 100.00% | 0.23% |
JB CAPITAL PARTNERS LP | 08/13/2025 | 41.85 K | $12.40 M | 0.00% | 0.21% |
LEGATO CAPITAL MANAGEMENT LLC | 08/14/2025 | 35.21 K | $10.43 M | 0.60% | 0.18% |
CONGRESS ASSET MANAGEMENT CO /MA | 07/16/2025 | 34.65 K | $10.26 M | 100.00% | 0.17% |
ADVISORSHARES INVESTMENTS LLC | 08/04/2025 | 34.00 K | $10.07 M | 2.43% | 0.17% |
FUNDSMITH INVESTMENT SERVICES LTD. | 08/14/2025 | 33.40 K | $9.89 M | 0.00% | 0.17% |
SWEDBANK AB | 07/10/2025 | 32.00 K | $9.48 M | 68.42% | 0.16% |
APIS CAPITAL ADVISORS, LLC | 08/13/2025 | 28.80 K | $8.53 M | -24.21% | 0.14% |
STATE OF WYOMING | 08/19/2025 | 26.80 K | $7.94 M | -36.11% | 0.13% |
TUDOR INVESTMENT CORP ET AL | 08/14/2025 | 25.00 K | $7.41 M | -16.67% | 0.13% |
08/12/2025 | 22.89 K | $6.78 M | -27.22% | 0.11% | |
STEAMBOAT CAPITAL PARTNERS, LLC | 08/14/2025 | 19.26 K | $5.70 M | -1.86% | 0.10% |
VIDENT ADVISORY, LLC | 08/14/2025 | 18.57 K | $5.50 M | 2.86% | 0.09% |
GREAT LAKES ADVISORS, LLC | 08/11/2025 | 16.97 K | $5.03 M | 100.00% | 0.09% |
F/M INVESTMENTS LLC | 08/13/2025 | 16.24 K | $4.81 M | 0.32% | 0.08% |
EAM INVESTORS, LLC | 08/12/2025 | 15.44 K | $4.57 M | 100.00% | 0.08% |
RBF CAPITAL, LLC | 08/14/2025 | 15.00 K | $4.44 M | 0.00% | 0.08% |
ANNEX ADVISORY SERVICES, LLC | 07/11/2025 | 13.98 K | $4.14 M | 4.12% | 0.07% |
POLEN CAPITAL MANAGEMENT LLC | 08/13/2025 | 13.82 K | $4.09 M | 100.00% | 0.07% |
ALGERT GLOBAL LLC | 08/14/2025 | 12.69 K | $3.76 M | 29.21% | 0.06% |
MAN GROUP PLC | 08/14/2025 | 12.44 K | $3.68 M | 82.20% | 0.06% |
MEEDER ASSET MANAGEMENT INC | 08/07/2025 | 12.36 K | $3.66 M | 87.14% | 0.06% |
BRINKER CAPITAL INVESTMENTS, LLC | 08/14/2025 | 12.10 K | $823.74 K | 296.20% | 0.06% |
OPTIONS SOLUTIONS, LLC | 08/13/2025 | 10.70 K | $3.17 M | 0.89% | 0.05% |
TIMUCUAN ASSET MANAGEMENT INC/FL | 08/13/2025 | 10.00 K | $2.96 M | 0.00% | 0.05% |
ASSET MANAGEMENT ONE CO., LTD. | 07/31/2025 | 9.59 K | $2.84 M | -21.00% | 0.05% |
FIERA CAPITAL CORP | 08/08/2025 | 8.68 K | $2.57 M | -1.00% | 0.04% |
TWIN TREE MANAGEMENT, LP | 07/28/2025 | 8.60 K | $2.55 M | -37.68% | 0.04% |
CETERA INVESTMENT ADVISERS | 08/08/2025 | 8.58 K | $2.54 M | -1.28% | 0.04% |
ASSENAGON ASSET MANAGEMENT S.A. | 07/11/2025 | 8.10 K | $2.40 M | -8.16% | 0.04% |
TRUVESTMENTS CAPITAL LLC | 08/13/2025 | 8.04 K | $2.38 M | 5.96% | 0.04% |
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 07/22/2025 | 7.83 K | $2.32 M | -30.74% | 0.04% |
LRT CAPITAL MANAGEMENT, LLC | 08/14/2025 | 7.66 K | $2.27 M | -4.96% | 0.04% |
ROYAL BANK OF CANADA | 08/14/2025 | 7.42 K | $2.20 B | 322.51% | 0.04% |
GABELLI FUNDS LLC | 08/13/2025 | 6.50 K | $1.93 M | -39.25% | 0.03% |
YORKTOWN MANAGEMENT & RESEARCH CO INC | 08/04/2025 | 6.34 K | $1.88 M | 0.00% | 0.03% |
DE LISLE PARTNERS LLP | 08/13/2025 | 6.00 K | $1.78 M | 100.00% | 0.03% |
STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2025 | 5.78 K | $1.71 M | -34.66% | 0.03% |
IES Holdings, Inc. institutional Ownership - FAQ's
During the previous two years, 265 institutional investors and hedge funds held shares of IES Holdings, Inc.. The most heavily invested institutionals were:
GENDELL JEFFREY L: 10.68 M
FMR LLC: 2.39 M
BlackRock, Inc.: 706,380
ROYCE & ASSOCIATES LP: 182,252
AltraVue Capital, LLC: 162,897
Pertento Partners LLP: 158,378
94.58% of IES Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 17.27 M shares in the last 24 months. This purchase volume represents approximately $5.61 B in transactions.