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IES (IESC) Institutional Ownership

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$672.49 -12.62 (-1.84%)
As of 03:03 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)
245
Total
Institutional Inflows
(last 12 months)
$697.41M
Number of
Institutional Sellers
(last 12 months)
135
Total
Institutional Outflows
(last 12 months)
$449.03M
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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
5/7/2026 Florida Financial Advisors LLC4,548$2.17M0.5%+18.7%0.023%
5/7/2026 Dimensional Fund Advisors LP457,949$218.15M0.0%+0.2%2.298%
5/7/2026 Parallel Advisors LLC62$30K0.0%+121.4%0.000%
5/7/2026 SEB Asset Management AB500$238K0.0%N/A0.003%
5/7/2026 Swiss National Bank17,740$8.45M0.0%+0.5%0.089%
5/6/2026 Allspring Global Investments Holdings LLC687$332K0.0%N/A0.003%
5/5/2026 Bank of New York Mellon Corp31,073$14.81M0.0%-4.7%0.156%
5/5/2026 Illinois Municipal Retirement Fund11,575$5.52M0.1%+94.3%0.058%
5/5/2026 Sanctuary Advisors LLC1,345$641K0.0%+48.6%0.007%
5/4/2026 Principal Financial Group Inc.13,977$6.66M0.0%-17.3%0.070%
5/1/2026 Fifth Third Bancorp398$190K0.0%N/A0.002%
5/1/2026 Oakwell Private Wealth Management LLC1,033$492K0.1%+74.5%0.005%
4/30/2026 Peterson Wealth Services3,657$1.74M0.4%+11.1%0.018%
4/29/2026 Swedbank AB54,000$25.73M0.0%-16.9%0.271%
4/28/2026 Abel Hall LLC573$273K0.1%-30.4%0.003%
4/28/2026 Ascentis Independent Advisors2,006$956K0.1%+95.7%0.010%
4/28/2026 AdvisorShares Investments LLC16,485$7.86M1.4%-8.8%0.083%
4/27/2026 Moran Wealth Management LLC8,719$4.15M0.1%+151.4%0.044%
4/25/2026 KPP Advisory Services LLC699$333K0.0%+5.3%0.004%
4/24/2026 Tcfg Wealth Management LLC595$284K0.1%N/A0.003%
4/23/2026 Drucker Wealth 3.0 LLC541$258K0.0%N/A0.003%
4/22/2026 Janney Montgomery Scott LLC5,836$2.78M0.0%+27.4%0.029%
4/22/2026 Montgomery Investment Management Inc.1,370$653K0.2%N/A0.007%
4/21/2026 Parkway Wealth Management Group LLC8,100$3.86M0.5%-5.8%0.041%
4/20/2026 Ritholtz Wealth Management1,769$843K0.0%+5.0%0.009%
4/20/2026 Blue Trust Inc.337$161K0.0%-15.8%0.002%
4/17/2026 XML Financial LLC931$444K0.0%+9.4%0.005%
4/16/2026 SG Americas Securities LLC1,372$654K0.0%-87.8%0.007%
4/16/2026 Evolve Private Wealth LLC2,512$1.20M0.1%+4.9%0.013%
3/20/2026 Hsbc Holdings PLC7,209$2.83M0.0%N/A0.036%
3/17/2026Rockefeller Capital Management L.P.382$149K0.0%+38.4%0.002%
3/11/2026 DUTCH ASSET Corp974$379K0.3%N/A0.005%
3/9/2026Corient Private Wealth LLC1,794$698K0.0%-43.5%0.009%
3/6/2026 Hsbc 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%
2/18/2026 Evolve 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%
2/17/2026 Abel 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%
2/17/2026 Rexford 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%
2/17/2026 Russell 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%
2/17/2026Cynosure Group LLC1,119$435K0.0%-27.0%0.006%
2/16/2026Truvestments Capital LLC7,656$2.98M0.5%+6.6%0.038%
2/16/2026Verition Fund Management LLC9,894$3.85M0.0%-9.9%0.050%
2/16/2026 MML Investors Services LLC784$305K0.0%N/A0.004%
2/16/2026Mariner LLC2,720$1.06M0.0%-11.2%0.014%
2/16/2026Kennedy Capital Management LLC34,070$13.25M0.3%-0.4%0.171%
2/16/2026LRT Capital Management LLC5,481$2.13M1.8%-32.4%0.028%
2/16/2026Entropy Technologies LP1,040$405K0.0%N/A0.005%
2/16/2026Barclays PLC21,446$8.34M0.0%+62.8%0.108%
2/16/2026Arrowstreet Capital Limited Partnership164,722$64.08M0.0%+25.3%0.827%
2/13/2026Arete Wealth Advisors LLC1,339$521K0.0%-74.5%0.007%
2/13/2026 Kestra Advisory Services LLC383$149K0.0%N/A0.002%
2/13/2026The Manufacturers Life Insurance Company 10,486$4.08M0.0%-1.4%0.053%
2/13/2026CANADA LIFE ASSURANCE Co952$371K0.0%-66.9%0.005%
2/13/2026Segall Bryant & Hamill LLC13,538$5.27M0.1%N/A0.068%
2/13/2026Bridgewater Associates LP23,136$9M0.0%+33.3%0.116%
2/13/2026Gendell Jeffrey L10,348,407$4.03B69.9%-1.7%51.924%
2/13/2026Stifel Financial Corp2,725$1.06M0.0%-3.8%0.014%
2/13/2026Smartleaf Asset Management LLC280$110K0.0%+4,566.7%0.001%
2/13/2026Greenline Wealth Management LLC144$56K0.1%N/A0.001%
2/13/2026Advyzon Investment Management LLC565$220K0.0%N/A0.003%
2/13/2026Morgan Stanley171,488$66.71M0.0%+7.7%0.860%
2/13/2026First Trust Advisors LP248,738$96.76M0.1%-23.2%1.248%
2/13/2026 SG Capital Management LLC4,793$1.87M0.2%-95.1%0.024%
2/13/2026Itau Unibanco Holding S.A.1,200$473K0.0%N/A0.006%
2/13/2026Timucuan Asset Management Inc. FL5,000$1.95M0.1%-50.0%0.025%
2/13/2026Charles Schwab Investment Management Inc.81,476$31.70M0.0%-0.7%0.409%
2/13/2026State Street Corp205,905$80.10M0.0%+1.2%1.033%
2/13/2026Dynamic Technology Lab Private Ltd654$254K0.1%N/A0.003%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC15,865$6.17M0.0%+8.5%0.080%
2/13/2026Wells Fargo & Company MN19,243$7.49M0.0%+51.4%0.097%
2/13/2026Lord Abbett & CO. LLC87,032$33.86M0.1%-23.7%0.437%


IESC Institutional Ownership - Frequently Asked Questions

During the previous two years, 349 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), Geode Capital Management LLC ($106.89M), First Trust Advisors LP ($96.76M), 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 314 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 ($293.98K), 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 2,006,902 shares in the last 24 months. This purchase volume represents approximately $697.41M in transactions.

Of the 134 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 ($126.23K), 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 1,250,563 shares in the last 24 months. This volume of shares sold represents approximately $449.03M in transactions.


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This page (NASDAQ:IESC) was last updated on 5/12/2026 by MarketBeat.com Staff.
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