Institutional Ownership Ies Holdings, Inc. (IESC)
This table provides information about the institutional ownership of Ies Holdings, Inc. (IESC). We have compiled data on the 280 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
5,704
shares
|
$1.76 Million
0.01% of portfolio
|
Q1 2025
Added 34.46%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
5,656
shares
|
$1.75 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 16, 2025 Q1 2025 |
5,300
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
4,904
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
4,847
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
4,428
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Added 84.58%
|
|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
4,404
shares
|
$1.36 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,391
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.66%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
4,204
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Added 30.6%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
4,100
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
3,900
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 21.88%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
3,568
shares
|
$1.1 Million
0.21% of portfolio
|
Q4 2024
Reduced 27.45%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
3,555
shares
|
$1.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 56.17%
|
|
|
Aviva PLC
|
May 15, 2025 Q1 2025 |
3,488
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 47.55%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,438
shares
|
$1.06 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
3,372
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
3,343
shares
|
$1.03 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
3,320
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
May 13, 2025 Q1 2025 |
3,294
shares
|
$1.02 Million
0.51% of portfolio
|
Q1 2025
Reduced 20.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,053
shares
|
$942,796
0.01% of portfolio
|
Q1 2025
Added 52.65%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
3,015
shares
|
$931,062
0.0% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
2,999
shares
|
$926,121
0.02% of portfolio
|
Q1 2025
Added 42.81%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,979
shares
|
$919,944
0.0% of portfolio
|
Q1 2025
Reduced 31.53%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
2,964
shares
|
$915,312
0.0% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
2,886
shares
|
$891,225
0.07% of portfolio
|
Q1 2025
Reduced 44.39%
|