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IES (IESC) Institutional Ownership

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$344.68 +7.01 (+2.07%)
As of 11:28 AM 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)
174
Total
Institutional Inflows
(last 12 months)
$355.23M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$210.60M
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IESC Institutional Buying and Selling by Quarter

IES Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH692$205K0.0%N/A0.003%
8/8/2025 Hedeker Wealth LLC4,366$1.29M0.3%-0.9%0.022%
8/8/2025 Intech Investment Management LLC3,838$1.14M0.0%-32.7%0.019%
8/8/2025 Cetera Investment Advisers8,583$2.54M0.0%-1.3%0.043%
8/8/2025 Creative Planning2,346$695K0.0%+33.4%0.012%
8/8/2025 SG Americas Securities LLC1,245$369K0.0%N/A0.006%
8/8/2025 Fiera Capital Corp8,679$2.57M0.0%-1.0%0.044%
8/8/2025 Police & Firemen s Retirement System of New Jersey2,030$601K0.0%+13.0%0.010%
8/8/2025 Geode Capital Management LLC263,993$78.21M0.0%+4.8%1.330%
8/8/2025 KBC Group NV303$90K0.0%-28.2%0.002%
8/8/2025 Jupiter Asset Management Ltd.740$219K0.0%N/A0.004%
8/7/2025 ProShare Advisors LLC1,854$549K0.0%+4.1%0.009%
8/7/2025 PFG Advisors3,255$964K0.0%-2.0%0.016%
8/7/2025Aviva PLC1,769$524K0.0%-49.3%0.009%
8/7/2025 Los Angeles Capital Management LLC872$258K0.0%N/A0.004%
8/6/2025 Savant Capital LLC2,754$816K0.0%+75.3%0.014%
8/6/2025 Souders Financial Advisors1,139$337K0.0%N/A0.006%
8/5/2025 Oakwell Private Wealth Management LLC2,367$701K0.2%-76.4%0.012%
8/5/2025 Bank of New York Mellon Corp28,101$8.32M0.0%+10.5%0.142%
8/5/2025 Versor Investments LP2,300$681K0.1%N/A0.012%
8/4/2025 Linscomb Wealth Inc.1,000$296K0.0%N/A0.005%
8/4/2025 AdvisorShares Investments LLC33,996$10.07M1.8%+2.4%0.171%
8/4/2025 Strs Ohio3,200$948K0.0%-22.0%0.016%
8/4/2025 Atria Investments Inc982$291K0.0%N/A0.005%
8/1/2025 Petra Financial Advisors Inc.1,793$531K0.3%N/A0.009%
8/1/2025 United Capital Management of KS Inc.45,874$13.59M2.1%N/A0.231%
8/1/2025 Teacher Retirement System of Texas1,520$450K0.0%-40.9%0.008%
8/1/2025 Envestnet Asset Management Inc.2,985$884K0.0%+20.0%0.015%
7/31/2025 Nisa Investment Advisors LLC113$33K0.0%+841.7%0.001%
7/31/2025 Oppenheimer Asset Management Inc.913$270K0.0%N/A0.005%
7/31/2025 Optimum Investment Advisors1,715$508K0.2%+24.3%0.009%
7/31/2025 City State Bank1,145$339K0.1%-4.2%0.006%
7/31/2025 Peterson Wealth Services3,698$1.10M0.3%+4.0%0.019%
7/31/2025 AlphaQuest LLC203$60K0.0%-41.2%0.001%
7/31/2025 Asset Management One Co. Ltd.9,591$2.84M0.0%-21.0%0.048%
7/30/2025 Cavalier Investments LLC5,564$1.65M0.5%-1.6%0.028%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al4,900$1.45M0.0%N/A0.025%
7/29/2025 Cannon Global Investment Management LLC2,500$741K1.5%N/A0.013%
7/28/2025 Callahan Advisors LLC1,000$296K0.0%N/A0.005%
7/28/2025 Ritholtz Wealth Management1,714$508K0.0%-19.9%0.009%
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7/28/2025 J.Safra Asset Management Corp114$33K0.0%-22.4%0.001%
7/28/2025 Moran Wealth Management LLC3,319$983K0.0%-1.6%0.017%
7/25/2025 CWM LLC1,313$389K0.0%-3.0%0.007%
7/25/2025 Vanguard Personalized Indexing Management LLC819$243K0.0%N/A0.004%
7/24/2025 Blue Trust Inc.243$72K0.0%+82.7%0.001%
7/24/2025 IFP Advisors Inc83$25K0.0%-96.9%0.000%
7/23/2025 KLP Kapitalforvaltning AS1,800$533K0.0%-5.3%0.009%
7/22/2025 Knights of Columbus Asset Advisors LLC7,830$2.32M0.1%-30.7%0.039%
7/22/2025 Highland Capital Management LLC1,258$373K0.0%-2.8%0.006%
7/21/2025 QRG Capital Management Inc.1,117$331K0.0%N/A0.006%
7/18/2025 Truist Financial Corp6,929$2.05M0.0%-0.5%0.035%
7/17/2025 Ausbil Investment Management Ltd2,386$707K0.4%N/A0.012%
7/16/2025 ORG Partners LLC714$207K0.0%N/A0.004%
7/16/2025 Congress Asset Management Co.34,652$10.27M0.1%N/A0.175%
7/14/2025 Opal Wealth Advisors LLC84$25K0.0%N/A0.000%
7/14/2025 Golden State Equity Partners1,025$304K0.1%N/A0.005%
7/14/2025 BlueSky Wealth Advisors LLC1,100$326K0.0%N/A0.006%
7/11/2025 Annex Advisory Services LLC13,976$4.14M0.1%+4.1%0.070%
7/11/2025 Farther Finance Advisors LLC549$163K0.0%+54,800.0%0.003%
7/11/2025 Assenagon Asset Management S.A.8,101$2.40M0.0%-8.2%0.041%
7/10/2025 Wealth Enhancement Advisory Services LLC846$259K0.0%N/A0.004%
7/10/2025 Swedbank AB32,000$9.48M0.0%+68.4%0.161%
7/9/2025 Pallas Capital Advisors LLC1,179$349K0.0%N/A0.006%
7/7/2025 Insight Wealth Strategies LLC1,404$406K0.1%+4.9%0.007%
6/23/2025 Swedbank AB19,000$3.14M0.0%N/A0.096%
6/18/2025Voya Investment Management LLC2,228$368K0.0%-10.3%0.011%
5/29/2025Rhumbline Advisers12,663$2.09M0.0%+3.0%0.064%
5/28/2025 Strs Ohio4,100$677K0.0%N/A0.021%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC22,787$3.76M0.0%+6.7%0.115%
5/16/2025Arete Wealth Advisors LLC1,454$240K0.0%-15.3%0.007%
5/16/2025Goldman Sachs Group Inc.92,576$15.29M0.0%-13.5%0.466%
5/16/2025Dynamic Technology Lab Private Ltd2,648$437K0.1%+7.1%0.013%
5/16/2025NewEdge Advisors LLC1,741$287K0.0%-52.6%0.009%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,904$810K0.0%+4.8%0.025%
5/16/2025Bosun Asset Management LLC10,603$1.75M0.8%+1.0%0.053%
5/16/2025AQR Capital Management LLC28,412$4.69M0.0%-15.4%0.143%
5/15/2025PDT Partners LLC8,033$1.33M0.1%+142.5%0.040%
5/15/2025Royal Bank of Canada1,755$290K0.0%-90.9%0.009%
5/15/2025Apis Capital Advisors LLC38,000$6.27M3.0%+71.6%0.191%
5/15/2025Steamboat Capital Partners LLC19,619$3.24M1.0%+65.8%0.099%
5/15/2025Vident Advisory LLC18,054$2.98M0.0%+8.2%0.091%
5/15/2025State of Wyoming41,940$6.93M0.9%+28.9%0.211%
5/15/2025Timucuan Asset Management Inc. FL10,000$1.65M0.1%N/A0.050%
5/15/2025 Itau Unibanco Holding S.A.2,999$495K0.0%+42.8%0.015%
5/15/2025Brant Point Investment Management LLC8,890$1.47M0.2%+12,078.1%0.045%
5/14/2025Truvestments Capital LLC7,590$1.25M0.3%+26.8%0.038%
5/14/2025Ieq Capital LLC2,193$362K0.0%+112.5%0.011%
5/14/2025Gabelli Funds LLC10,700$1.77M0.0%+970.0%0.054%
5/14/2025Corebridge Financial Inc.4,030$665K0.0%-1.5%0.020%
5/14/2025Comerica Bank354$59K0.0%-30.2%0.002%
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5/14/2025Capital Fund Management S.A.14,181$2.34M0.0%N/A0.071%
5/14/2025Credit Agricole S A12,382$2.04M0.0%+52.5%0.062%
5/13/2025Northern Trust Corp82,108$13.56M0.0%-3.1%0.414%
5/13/2025Algert Global LLC9,824$1.62M0.0%-66.2%0.049%
5/13/2025Aldebaran Capital LLC3,294$544K0.5%-20.0%0.017%
5/13/2025American Century Companies Inc.53,699$8.87M0.0%+1.8%0.270%
5/13/2025Dimensional Fund Advisors LP643,310$106.21M0.0%-3.1%3.240%
5/13/2025Lord Abbett & CO. LLC102,069$16.85M0.1%N/A0.514%
5/13/2025 Boston Partners2,870$474K0.0%+3.0%0.014%
5/13/2025Russell Investments Group Ltd.11,274$1.86M0.0%-41.1%0.057%
(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, 245 institutional investors and hedge funds held shares of IES. The most heavily invested institutionals were Gendell Jeffrey L ($1.36B), FMR LLC ($289.44M), Vanguard Group Inc. ($119.37M), Dimensional Fund Advisors LP ($106.21M), Geode Capital Management LLC ($78.21M), GAMMA Investing LLC ($69.79M), and State Street Corp ($41.91M).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 207 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), Breach Inlet Capital Management LLC ($129.24K), Thrivent Financial for Lutherans ($125.50K), Lord Abbett & CO. LLC ($102.07K), Legato Capital Management LLC ($95.51K), and Assenagon Asset Management S.A. ($81.83K).

How much institutional buying is happening at IES?

Institutional investors have bought a total of 1,786,791 shares in the last 24 months. This purchase volume represents approximately $355.56M in transactions.

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

Of the 111 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), FMR LLC ($35.96K), and Dimensional Fund Advisors LP ($35.65K).

How much institutional selling is happening at IES?

Institutional investors have sold a total of 1,105,142 shares in the last 24 months. This volume of shares sold represents approximately $210.60M in transactions.


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This page (NASDAQ:IESC) was last updated on 8/12/2025 by MarketBeat.com Staff
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