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IES (IESC) Institutional Ownership

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$387.84 +26.28 (+7.27%)
Closing price 04:00 PM Eastern
Extended Trading
$400.00 +12.16 (+3.14%)
As of 05:09 PM Eastern
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Institutional Ownership Changes (13F Filings) for IES (NASDAQ:IESC)

Current
Institutional Ownership
Percentage
86.60%
Number of
Institutional Buyers
(last 12 months)
188
Total
Institutional Inflows
(last 12 months)
$439.86M
Number of
Institutional Sellers
(last 12 months)
120
Total
Institutional Outflows
(last 12 months)
$265.32M
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IESC Institutional Buying and Selling by Quarter

IES Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025 Congress Asset Management Co.33,428$13.29M0.1%-3.5%0.168%
10/9/2025 Voya Investment Management LLC1,635$650K0.0%-34.0%0.008%
10/8/2025 Sheets Smith Investment Management521$207K0.1%N/A0.003%
10/8/2025 Vista Finance LLC652$259K0.2%N/A0.003%
10/7/2025 KFG Wealth Management LLC518$206K0.0%N/A0.003%
10/6/2025 Insight Wealth Strategies LLC739$294K0.0%-47.4%0.004%
10/2/2025 GAMMA Investing LLC213$85K0.0%-25.3%0.001%
9/26/2025Corient Private Wealth LLC3,102$919K0.0%+2.9%0.016%
9/4/2025Osaic Holdings Inc.1,090$323K0.0%+54.4%0.005%
8/27/2025Orion Porfolio Solutions LLC5,649$1.67M0.0%+85.0%0.028%
8/26/2025Thrivent Financial for Lutherans209,647$62.10M0.1%-13.9%1.056%
8/19/2025State of Wyoming26,797$7.94M1.0%-36.1%0.135%
8/18/2025Rexford Capital Inc.700$207K0.2%N/A0.004%
8/16/2025FORA Capital LLC1,507$446K0.0%N/A0.008%
8/15/2025CANADA LIFE ASSURANCE Co3,094$919K0.0%+31.2%0.016%
8/15/2025Tower Research Capital LLC TRC 1,107$328K0.0%+209.2%0.006%
8/15/2025Corient Private Wealth LLC3,102$919K0.0%+2.9%0.016%
8/15/2025Florida Financial Advisors LLC2,248$666K0.2%+49.2%0.011%
8/15/2025Vident Advisory LLC18,571$5.50M0.1%+2.9%0.094%
8/15/2025Two Sigma Securities LLC1,959$580K0.1%+3.2%0.010%
8/15/2025Tidal Investments LLC1,407$417K0.0%-39.5%0.007%
8/15/2025Orion Porfolio Solutions LLC12,096$3.58M0.0%+296.2%0.061%
8/15/2025Man Group plc12,439$3.69M0.0%+82.2%0.063%
8/15/2025Gendell Jeffrey L10,676,338$3.16B84.0%-0.4%53.785%
8/15/2025BNP Paribas Financial Markets4,612$1.37M0.0%+335.1%0.023%
8/15/2025Bank of America Corp DE9,468$2.81M0.0%-63.6%0.048%
8/15/2025Ameriprise Financial Inc.16,563$4.91M0.0%-32.4%0.083%
8/15/2025AQR Capital Management LLC26,482$7.85M0.0%-6.8%0.133%
8/14/2025Florida Financial Advisors LLC2,660$811K0.6%+76.5%0.013%
8/14/2025California State Teachers Retirement System8,312$2.46M0.0%-0.5%0.042%
8/14/2025Raymond James Financial Inc.783$232K0.0%-93.1%0.004%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,955$1.47M0.0%+1.0%0.025%
8/14/2025The Manufacturers Life Insurance Company 7,379$2.19M0.0%-9.3%0.037%
8/14/2025Sei Investments Co.5,496$1.63M0.0%+123.7%0.028%
8/14/2025Ophir Asset Management Pty Ltd81,814$24.24M3.8%+7.1%0.412%
8/14/2025Qube Research & Technologies Ltd3,276$970K0.0%-92.7%0.017%
8/14/2025AXA S.A.9,999$2.96M0.0%+6.7%0.050%
8/14/2025WINTON GROUP Ltd1,840$545K0.0%N/A0.009%
8/14/2025Brant Point Investment Management LLC1,200$355K0.0%-86.5%0.006%
8/14/2025Cerity Partners LLC848$251K0.0%N/A0.004%
8/13/2025Gabelli Funds LLC6,500$1.93M0.0%-39.3%0.033%
8/13/2025Bosun Asset Management LLC10,697$3.17M0.9%+0.9%0.054%
8/13/2025Pertento Partners LLP158,378$46.92M4.2%N/A0.798%
8/13/2025First Trust Advisors LP29,916$8.86M0.0%-7.2%0.151%
8/13/2025Kennedy Capital Management LLC61,372$18.18M0.4%-20.1%0.309%
8/13/2025Invesco Ltd.91,567$27.13M0.0%+43.7%0.461%
8/13/2025Arrowstreet Capital Limited Partnership110,313$32.68M0.0%+50.2%0.556%
8/13/2025Quantbot Technologies LP301$89K0.0%N/A0.002%
8/13/2025De Lisle Partners LLP6,000$1.78M0.3%N/A0.030%
8/13/2025New York State Common Retirement Fund34,971$10.36M0.0%+1.7%0.176%
8/13/2025F m Investments LLC16,235$4.81M0.2%+0.3%0.082%
8/13/2025Capital Fund Management S.A.16,059$4.76M0.0%+13.2%0.081%
8/13/2025State Board of Administration of Florida Retirement System2,731$809K0.0%+26.4%0.014%
8/13/2025Elevation Point Wealth Partners LLC157$47K0.0%N/A0.001%
8/13/2025Russell Investments Group Ltd.861$255K0.0%-92.4%0.004%
8/12/2025Clifford Capital Partners LLC858$254K0.0%N/A0.004%
8/12/2025Ameritas Investment Partners Inc.923$273K0.0%+7.2%0.005%
8/12/2025Prudential Financial Inc.1,321$365K0.0%N/A0.007%
8/12/2025Cynosure Group LLC1,532$454K0.1%-24.2%0.008%
8/12/2025American Century Companies Inc.76,551$22.68M0.0%+42.6%0.386%
8/12/2025Rhumbline Advisers14,658$4.34M0.0%+15.8%0.074%
8/12/2025Franklin Resources Inc.149,573$44.31M0.0%+17.0%0.754%
8/12/2025Legal & General Group Plc10,614$3.14M0.0%+8.4%0.053%
8/12/2025MAI Capital Management1,070$317K0.0%-27.2%0.005%
8/12/2025JPMorgan Chase & Co.28,414$8.42M0.0%-2.1%0.143%
8/12/2025Swiss National Bank17,200$5.10M0.0%-1.1%0.087%
8/12/2025Handelsbanken Fonder AB5,000$1.48M0.0%+28.2%0.025%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH692$205K0.0%N/A0.003%
8/8/2025Hedeker Wealth LLC4,366$1.29M0.3%-0.9%0.022%
8/8/2025Intech Investment Management LLC3,838$1.14M0.0%-32.7%0.019%
8/8/2025Cetera Investment Advisers8,583$2.54M0.0%-1.3%0.043%
8/8/2025Creative Planning2,346$695K0.0%+33.4%0.012%
8/8/2025SG Americas Securities LLC1,245$369K0.0%N/A0.006%
8/8/2025Fiera Capital Corp8,679$2.57M0.0%-1.0%0.044%
8/8/2025Police & Firemen s Retirement System of New Jersey2,030$601K0.0%+13.0%0.010%
8/8/2025Geode Capital Management LLC263,993$78.21M0.0%+4.8%1.330%
8/8/2025KBC Group NV303$90K0.0%-28.2%0.002%
8/8/2025Jupiter Asset Management Ltd.740$219K0.0%N/A0.004%
8/7/2025ProShare Advisors LLC1,854$549K0.0%+4.1%0.009%
8/7/2025PFG Advisors3,255$964K0.0%-2.0%0.016%
8/7/2025Aviva PLC1,769$524K0.0%-49.3%0.009%
8/7/2025Los Angeles Capital Management LLC872$258K0.0%N/A0.004%
8/6/2025Savant Capital LLC2,754$816K0.0%+75.3%0.014%
8/6/2025Souders Financial Advisors1,139$337K0.0%N/A0.006%
8/5/2025Oakwell Private Wealth Management LLC2,367$701K0.2%-76.4%0.012%
8/5/2025Bank of New York Mellon Corp28,101$8.32M0.0%+10.5%0.142%
8/5/2025Versor Investments LP2,300$681K0.1%N/A0.012%
8/4/2025Linscomb Wealth Inc.1,000$296K0.0%N/A0.005%
8/4/2025AdvisorShares Investments LLC33,996$10.07M1.8%+2.4%0.171%
8/4/2025Strs Ohio3,200$948K0.0%-22.0%0.016%
8/4/2025Atria Investments Inc982$291K0.0%N/A0.005%
8/1/2025Petra Financial Advisors Inc.1,793$531K0.3%N/A0.009%
8/1/2025United Capital Management of KS Inc.45,874$13.59M2.1%N/A0.231%
8/1/2025Teacher Retirement System of Texas1,520$450K0.0%-40.9%0.008%
8/1/2025Envestnet Asset Management Inc.2,985$884K0.0%+20.0%0.015%
7/31/2025Nisa Investment Advisors LLC113$33K0.0%+841.7%0.001%
7/31/2025Oppenheimer Asset Management Inc.913$270K0.0%N/A0.005%
7/31/2025Optimum Investment Advisors1,715$508K0.2%+24.3%0.009%
7/31/2025City State Bank1,145$339K0.1%-4.2%0.006%
7/31/2025Peterson Wealth Services3,698$1.10M0.3%+4.0%0.019%
(Data available from 1/1/2016 forward)

IESC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IESC shares?

During the previous two years, 266 institutional investors and hedge funds held shares of IES. The most heavily invested institutionals were Gendell Jeffrey L ($3.16B), FMR LLC ($289.44M), Vanguard Group Inc. ($119.37M), Dimensional Fund Advisors LP ($106.21M), Geode Capital Management LLC ($78.21M), Thrivent Financial for Lutherans ($62.10M), and Pertento Partners LLP ($46.92M).Learn more on IES's institutional investors.

What percentage of IES's stock is owned by institutional investors?

86.60% of IES's stock is owned by institutional investors. Learn more on IESC's institutional investor holdings.

Which institutional investors have been buying IES's stock?

Of the 229 institutional investors that purchased IES's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($261.08K), FMR LLC ($187.12K), Pertento Partners LLP ($158.38K), Breach Inlet Capital Management LLC ($129.24K), Thrivent Financial for Lutherans ($125.50K), Lord Abbett & CO. LLC ($102.07K), and Franklin Resources Inc. ($97.62K).

How much institutional buying is happening at IES?

Institutional investors have bought a total of 2,031,660 shares in the last 24 months. This purchase volume represents approximately $439.86M in transactions.

Which of IES's major shareholders have been selling company stock?

Of the 120 institutional investors that sold IES's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($137.08K), Royce & Associates LP ($116.58K), Assenagon Asset Management S.A. ($81.23K), AltraVue Capital LLC ($68.75K), Portolan Capital Management LLC ($67.27K), Qube Research & Technologies Ltd ($41.91K), and Gendell Jeffrey L ($41.63K).

How much institutional selling is happening at IES?

Institutional investors have sold a total of 1,260,698 shares in the last 24 months. This volume of shares sold represents approximately $265.32M in transactions.



This page (NASDAQ:IESC) was last updated on 10/13/2025 by MarketBeat.com Staff
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