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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/15/2024 | GENDELL JEFFREY L | 11.21 M | $1.36 B | -0.95% | 55.50% |
| 05/13/2024 | FMR LLC | 1.31 M | $159.27 M | 15.81% | 6.48% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 727,357 | $88.48 M | -0.20% | 3.60% |
| 05/10/2024 | BLACKROCK INC. | 614,846 | $74.79 M | 0.22% | 3.04% |
| 05/10/2024 | VANGUARD GROUP INC | 479,315 | $58.30 M | 10.02% | 2.37% |
| 05/13/2024 | ALTRAVUE CAPITAL, LLC | 387,896 | $47.18 M | -19.67% | 1.92% |
| 05/13/2024 | ROYCE & ASSOCIATES LP | 313,572 | $38.14 M | -16.43% | 1.55% |
| 05/15/2024 | MORGAN STANLEY | 248,557 | $30.23 M | 69.66% | 1.23% |
| 05/15/2024 | STATE STREET CORP | 194,814 | $23.70 M | -2.73% | 0.96% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 188,211 | $22.90 M | 3.82% | 0.93% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 181,432 | $22.07 M | -10.73% | 0.90% |
| 05/14/2024 | STATE OF WYOMING | 85,684 | $10.42 M | 1.21% | 0.42% |
| 05/14/2024 | NORTHERN TRUST CORP | 84,685 | $10.30 M | -4.16% | 0.42% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 82,692 | $10.06 M | -5.22% | 0.41% |
| 04/24/2024 | ASSENAGON ASSET MANAGEMENT S.A. | 79,388 | $9.66 M | 302.07% | 0.39% |
| 05/14/2024 | INVESCO LTD. | 78,450 | $9.54 M | -45.70% | 0.39% |
| 05/15/2024 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 77,208 | $9.39 M | -0.92% | 0.38% |
| 04/15/2024 | LEGATO CAPITAL MANAGEMENT LLC | 76,980 | $9.36 M | -19.17% | 0.38% |
| 05/15/2024 | KENNEDY CAPITAL MANAGEMENT LLC | 75,963 | $9.24 M | 11.44% | 0.38% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 73,600 | $8.95 M | 2.05% | 0.36% |
| 05/07/2024 | NEW YORK STATE COMMON RETIREMENT FUND | 73,544 | $8.95 M | -18.69% | 0.36% |
| 05/10/2024 | JPMORGAN CHASE & CO | 71,495 | $8.70 M | 48.85% | 0.35% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 67,712 | $8.24 M | -5.66% | 0.34% |
| 05/13/2024 | FIRST TRUST ADVISORS LP | 62,068 | $7.55 M | 0.51% | 0.31% |
| 05/15/2024 | CITADEL ADVISORS LLC | 60,317 | $7.34 M | 124.85% | 0.30% |
| 05/15/2024 | OPHIR ASSET MANAGEMENT PTY LTD | 57,364 | $6.98 M | 100.00% | 0.28% |
| 04/30/2024 | COOMBE, BENDER & CO LLC | 56,077 | $6.82 M | -10.49% | 0.28% |
| 05/14/2024 | ALLIANCEBERNSTEIN L.P. | 44,041 | $5.36 M | 0.39% | 0.22% |
| 05/13/2024 | NEUBERGER BERMAN GROUP LLC | 42,412 | $5.16 M | -0.57% | 0.21% |
| 05/15/2024 | AQR CAPITAL MANAGEMENT LLC | 42,203 | $5.13 M | 60.56% | 0.21% |
| 05/14/2024 | JB CAPITAL PARTNERS LP | 41,845 | $5.09 M | 0.00% | 0.21% |
| 05/14/2024 | PEAK6 INVESTMENTS LLC | 37,300 | $4.54 M | 521.67% | 0.18% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 36,502 | $4.44 M | -52.03% | 0.18% |
| 05/15/2024 | TWO SIGMA INVESTMENTS, LP | 35,342 | $4.30 M | -13.96% | 0.18% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 35,037 | $4.26 M | -9.57% | 0.17% |
| 05/14/2024 | AMERICAN CENTURY COMPANIES INC | 34,927 | $4.25 M | 241.65% | 0.17% |
| 05/15/2024 | BREACH INLET CAPITAL MANAGEMENT, LLC | 31,899 | $3.88 M | -75.32% | 0.16% |
| 05/15/2024 | ALGERT GLOBAL LLC | 31,890 | $3.88 M | 558.88% | 0.16% |
| 05/14/2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 31,203 | $3.80 M | 40.43% | 0.15% |
| 05/13/2024 | EAM INVESTORS, LLC | 29,174 | $3.55 M | -9.69% | 0.14% |
| 05/01/2024 | JANNEY MONTGOMERY SCOTT LLC | 27,592 | $3.36 M | 4.40% | 0.14% |
| 05/15/2024 | JANUS HENDERSON GROUP PLC | 26,609 | $3.24 M | 27.38% | 0.13% |
| 05/15/2024 | TWO SIGMA ADVISERS, LP | 25,700 | $3.13 M | -2.65% | 0.13% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 25,059 | $3.05 M | -4.18% | 0.12% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,085 | $2.81 M | 18.60% | 0.11% |
| 05/15/2024 | JACOBS LEVY EQUITY MANAGEMENT, INC | 22,612 | $2.75 M | 0.00% | 0.11% |
| 06/04/2024 | AURORA INVESTMENT COUNSEL | 21,244 | $2.58 M | 100.00% | 0.11% |
| 05/01/2024 | BNP PARIBAS ARBITRAGE, SNC | 20,727 | $2.52 M | 31.07% | 0.10% |
| 05/10/2024 | FORGE FIRST ASSET MANAGEMENT INC. | 19,876 | $2.42 M | 100.00% | 0.10% |
| 05/10/2024 | CREDIT SUISSE AG/ | 19,201 | $2.34 M | -3.06% | 0.10% |
A. During the previous two years, 209 institutional investors and hedge funds held shares of IES Holdings, Inc.. The most heavily invested institutionals were:
GENDELL JEFFREY L: 11.21 M
FMR LLC: 1.31 M
DIMENSIONAL FUND ADVISORS LP: 727,357
BlackRock Inc.: 614,846
VANGUARD GROUP INC: 479,315
AltraVue Capital, LLC: 387,896
A. 90.09% of IES Holdings, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 20.06 M shares in the last 24 months. This purchase volume represents approximately $2.80 B in transactions.
