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IES (IESC) Institutional Ownership

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$625.54 -17.23 (-2.68%)
Closing price 07/10/2026 04:00 PM Eastern
Extended Trading
$611.32 -14.22 (-2.27%)
As of 07/10/2026 07:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
239
Total
Institutional Inflows
(last 12 months)
$733.26M
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$458.78M
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Skip Chart & View Institutional Buying and Selling Data

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
7/10/2026 Annex Advisory Services LLC5,492$4.04M0.1%-28.3%0.028%
7/10/2026 Ausbil Investment Management Ltd343$240K0.1%-30.6%0.002%
7/10/2026 Handelsbanken Fonder AB6,340$4.66M0.0%+2.6%0.032%
7/9/2026 Hennion & Walsh Asset Management Inc.3,614$2.66M0.1%+27.5%0.018%
7/7/2026 Harbor Investment Advisory LLC75$55K0.0%N/A0.000%
6/16/2026Empowered Funds LLC1,515$722K0.0%+8.1%0.008%
6/12/2026Militia Capital Management LLC458$218K0.0%N/A0.002%
6/3/2026Parallel Advisors LLC62$30K0.0%+121.4%0.000%
6/2/2026Optiver Holding B.V.52$25K0.0%+62.5%0.000%
5/22/2026Segall Bryant & Hamill LLC39,592$18.86M0.2%+192.5%0.199%
5/21/2026Argent Capital Management LLC4,049$1.93M0.1%+53.8%0.020%
5/19/2026Bank of America Corp DE33,837$16.12M0.0%+33.1%0.170%
5/19/2026Janus Henderson Group PLC6,658$3.17M0.0%-73.8%0.033%
5/19/2026Centaurus Financial Inc.3,036$1.45M0.1%-1.5%0.015%
5/18/2026Amundi919$438K0.0%+51.9%0.005%
5/18/2026California State Teachers Retirement System10,694$5.10M0.0%+28.8%0.054%
5/18/2026Royal Bank of Canada6,893$3.29M0.0%+74.0%0.035%
5/18/2026Empowered Funds LLC1,515$722K0.0%+8.1%0.008%
5/16/2026The Manufacturers Life Insurance Company 10,309$4.91M0.0%-1.7%0.052%
5/16/2026Quantinno Capital Management LP918$437K0.0%+24.9%0.005%
5/16/2026Lazard Asset Management LLC10,822$5.16M0.0%+164.4%0.054%
5/15/2026RIHO Partners LLC8,540$4.07M2.6%N/A0.043%
5/14/2026Renaissance Technologies LLC82,352$39.24M0.1%-15.4%0.413%
5/14/2026Keebeck Wealth Management806$384K0.0%+16.0%0.004%
5/14/2026Arrowstreet Capital Limited Partnership156,393$74.52M0.0%-5.1%0.785%
5/14/2026Inceptionr LLC1,349$643K0.2%+148.0%0.007%
5/14/2026Sei Investments Co.4,184$1.99M0.0%-15.9%0.021%
5/14/2026State of Wyoming17,722$8.44M1.0%-23.8%0.089%
5/13/2026Cetera Investment Advisers10,748$5.12M0.0%-1.5%0.054%
5/13/2026Militia Capital Management LLC458$218K0.0%N/A0.002%
5/13/2026Petra Financial Advisors Inc.1,843$878K0.5%+2.3%0.009%
5/13/2026First Trust Advisors LP349,163$166.37M0.1%+40.4%1.752%
5/7/2026Florida Financial Advisors LLC4,548$2.17M0.5%+18.7%0.023%
5/7/2026Dimensional Fund Advisors LP457,949$218.15M0.0%+0.2%2.298%
5/7/2026Parallel Advisors LLC62$30K0.0%+121.4%0.000%
5/7/2026SEB Asset Management AB500$238K0.0%N/A0.003%
5/7/2026Swiss National Bank17,740$8.45M0.0%+0.5%0.089%
5/6/2026Allspring Global Investments Holdings LLC687$332K0.0%N/A0.003%
5/5/2026Bank of New York Mellon Corp31,073$14.81M0.0%-4.7%0.156%
5/5/2026Illinois Municipal Retirement Fund11,575$5.52M0.1%+94.3%0.058%
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5/5/2026Sanctuary Advisors LLC1,345$641K0.0%+48.6%0.007%
5/4/2026Principal Financial Group Inc.13,977$6.66M0.0%-17.3%0.070%
5/1/2026Fifth Third Bancorp398$190K0.0%N/A0.002%
5/1/2026Oakwell Private Wealth Management LLC1,033$492K0.1%+74.5%0.005%
4/30/2026Peterson Wealth Services3,657$1.74M0.4%+11.1%0.018%
4/29/2026Swedbank AB54,000$25.73M0.0%-16.9%0.271%
4/28/2026Abel Hall LLC573$273K0.1%-30.4%0.003%
4/28/2026Ascentis Independent Advisors2,006$956K0.1%+95.7%0.010%
4/28/2026AdvisorShares Investments LLC16,485$7.86M1.4%-8.8%0.083%
4/27/2026Moran Wealth Management LLC8,719$4.15M0.1%+151.4%0.044%
4/25/2026KPP Advisory Services LLC699$333K0.0%+5.3%0.004%
4/24/2026Tcfg Wealth Management LLC595$284K0.1%N/A0.003%
4/23/2026Drucker Wealth 3.0 LLC541$258K0.0%N/A0.003%
4/22/2026Janney Montgomery Scott LLC5,836$2.78M0.0%+27.4%0.029%
4/22/2026Montgomery Investment Management Inc.1,370$653K0.2%N/A0.007%
4/21/2026Parkway Wealth Management Group LLC8,100$3.86M0.5%-5.8%0.041%
4/20/2026Ritholtz Wealth Management1,769$843K0.0%+5.0%0.009%
4/20/2026Blue Trust Inc.337$161K0.0%-15.8%0.002%
4/17/2026XML Financial LLC931$444K0.0%+9.4%0.005%
4/16/2026SG Americas Securities LLC1,372$654K0.0%-87.8%0.007%
4/16/2026Evolve Private Wealth LLC2,512$1.20M0.1%+4.9%0.013%
3/20/2026Hsbc Holdings PLC7,209$2.83M0.0%N/A0.036%
3/17/2026Rockefeller Capital Management L.P.382$149K0.0%+38.4%0.002%
3/11/2026DUTCH ASSET Corp974$379K0.3%N/A0.005%
3/9/2026Corient Private Wealth LLC1,794$698K0.0%-43.5%0.009%
3/6/2026Hsbc Holdings PLC7,209$2.83M0.0%N/A0.036%
3/3/2026Caitong International Asset Management Co. Ltd487$189K0.0%N/A0.002%
2/23/2026Virtu Financial LLC2,987$1.16M0.0%N/A0.015%
2/19/2026Invesco Ltd.91,743$35.69M0.0%+0.7%0.460%
2/19/2026Corient Private Wealth LLC1,794$698K0.0%-43.5%0.009%
2/18/2026Vident Advisory LLC12,059$4.69M0.0%+3.4%0.061%
2/18/2026Mackenzie Financial Corp5,286$2.08M0.0%-3.4%0.027%
2/18/2026Empowered Funds LLC1,402$545K0.0%+27.0%0.007%
2/18/2026XTX Topco Ltd844$328K0.0%N/A0.004%
2/18/2026VestGen Advisors LLC1,796$699K0.0%+4.7%0.009%
2/18/2026Twinbeech Capital LP11,300$4.40M0.3%N/A0.057%
2/18/2026Numerai GP LLC2,710$1.05M0.1%+47.4%0.014%
2/18/2026Ophir Asset Management Pty Ltd59,575$23.18M2.6%-7.7%0.299%
2/18/2026Millennium Management LLC1,588$618K0.0%N/A0.008%
2/18/2026Man Group plc12,226$4.76M0.0%-15.9%0.061%
2/18/2026Janus Henderson Group PLC25,449$9.90M0.0%+23.0%0.128%
2/18/2026Gotham Asset Management LLC5,674$2.21M0.0%+11.6%0.028%
2/18/2026Evolve Private Wealth LLC2,394$931K0.1%N/A0.012%
2/18/2026Engineers Gate Manager LP1,173$456K0.0%N/A0.006%
2/18/2026Clifford Capital Partners LLC1,164$453K0.1%+64.2%0.006%
2/17/2026AQR Capital Management LLC20,673$8.04M0.0%-3.2%0.104%
2/17/2026Abel Hall LLC823$320K0.1%N/A0.004%
2/17/2026Cetera Investment Advisers10,917$4.25M0.0%-5.6%0.055%
2/17/2026Lazard Asset Management LLC4,093$1.59M0.0%-61.8%0.021%
2/17/2026Pertento Partners LLP209,351$81.44M7.6%+17.1%1.050%
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2/17/2026Rexford Capital Inc.700$272K0.2%+16.7%0.004%
2/17/2026Amundi605$235K0.0%N/A0.003%
2/17/2026Jump Financial LLC926$360K0.0%N/A0.005%
2/17/2026Price T Rowe Associates Inc. MD60,821$23.66M0.0%+2.2%0.305%
2/17/2026Steamboat Capital Partners LLC18,070$7.03M1.9%-0.2%0.091%
2/17/2026Osaic Holdings Inc.1,239$482K0.0%+9.1%0.006%
2/17/2026Russell Investments Group Ltd.2,153$838K0.0%+21.4%0.011%
2/17/2026Atom Investors LP2,472$962K0.1%+382.8%0.012%
2/17/2026State of Wisconsin Investment Board5,382$2.09M0.0%-6.8%0.027%
2/17/2026Royal Bank of Canada3,962$1.54M0.0%-73.2%0.020%


IESC Institutional Ownership - Frequently Asked Questions

During the previous two years, 353 institutional investors and hedge funds held shares of IES. The most heavily invested institutionals were Gendell Jeffrey L ($4.03B), Vanguard Group Inc. ($331.92M), FMR LLC ($289.44M), Dimensional Fund Advisors LP ($218.15M), First Trust Advisors LP ($166.37M), Geode Capital Management LLC ($106.89M), and Pertento Partners LLP ($81.44M).Learn more on IES's institutional investors.

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

Of the 318 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: First Trust Advisors LP ($394.40K), Vanguard Group Inc. ($210.93K), Pertento Partners LLP ($209.35K), Thrivent Financial for Lutherans ($129.22K), Northwestern Mutual Wealth Management Co. ($120.01K), Norges Bank ($112.05K), and Franklin Resources Inc. ($103.17K).

Institutional investors have bought a total of 1,932,492 shares in the last 24 months. This purchase volume represents approximately $733.26M in transactions.

Of the 130 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: Gendell Jeffrey L ($223.72K), Dimensional Fund Advisors LP ($105.61K), Thrivent Financial for Lutherans ($94.50K), SG Capital Management LLC ($92.30K), First Trust Advisors LP ($77.46K), Qube Research & Technologies Ltd ($44.13K), and Swedbank AB ($43K).

Institutional investors have sold a total of 1,210,006 shares in the last 24 months. This volume of shares sold represents approximately $458.78M in transactions.


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This page (NASDAQ:IESC) was last updated on 7/12/2026 by MarketBeat.com Staff.
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