IES Holdings Inc (IESC) Ownership

121.75 ↑0.11 (0.09%)
As of March 28, 2024, 3:59pm EST.

Institutional Ownership

Gendell Jeffrey L is the biggest individual institutional holder of IES Holdings Inc (IESC), owning a total of 11.3 million shares. Combined, the top 29 institutional holders of IESC own 86.04% of the company with a total of 17.4 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of IESC by 262 thousand shares. 12 institutions bought 435,849 total additional shares and increased their ownership by an average of 27.17%. However 9 institutions sold 174,073 total shares and decreased their ownership by an average of 4.59%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of IES Holdings increased by a net total of 261,776 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Gendell Jeffrey L55.988%-0.813%11,317,450-92,7022023-12-31
FMR Inc5.593%2.169%1,130,62324,0002023-12-31
Dimensional Fund Advisors, Inc.3.606%1.065%728,8327,6802023-12-31
BlackRock Inc3.035%7.178%613,48741,0852023-12-31
AltraVue Capital, LLC2.389%-3.721%482,896-18,6642023-12-31
Vanguard Group Inc2.155%-0.093%435,681-4042023-12-31
Royce & Associates, LP1.856%-9.414%375,219-38,9942023-12-31
Renaissance Technologies Corp1.005%11.831%203,23221,5002023-12-31
State Street Corporation0.991%4.498%200,2818,6202023-12-31
Geode Capital Management, LLC0.897%4.947%181,2918,5452023-12-31
Morgan Stanley - Brokerage Accounts0.725%13.447%146,50217,3652023-12-31
Amvescap Plc.0.715%131.599%144,47682,0942023-12-31
Goldman Sachs Group Inc0.710%130.169%143,55281,1842023-12-31
Breach Inlet Capital Management LLC0.639%0.000%129,244129,2442023-12-31
Legato Capital Management LLC0.471%-0.283%95,240-2702023-12-31
New York State Common Retirement Fund0.448%-0.381%90,449-3462023-12-31
Northern Trust Corp0.437%-2.607%88,364-2,3652023-12-31
Charles Schwab Investment Management Inc0.432%12.166%87,2439,4632023-12-31
State of Wyoming0.419%-6.890%84,661-6,2652023-12-31
Arrowstreet Capital Limited Partnership0.386%6.958%77,9245,0692023-12-31
Kennedy Capital Management Inc0.337%-17.103%68,163-14,0632023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Gendell Jeffrey L55.988%-0.813%11,317,450-92,7022023-12-31
FMR Inc5.593%2.169%1,130,62324,0002023-12-31
Dimensional Fund Advisors, Inc.3.606%1.065%728,8327,6802023-12-31
BlackRock Inc3.035%7.178%613,48741,0852023-12-31
AltraVue Capital, LLC2.389%-3.721%482,896-18,6642023-12-31
Vanguard Group Inc2.155%-0.093%435,681-4042023-12-31
Royce & Associates, LP1.856%-9.414%375,219-38,9942023-12-31
Renaissance Technologies Corp1.005%11.831%203,23221,5002023-12-31
State Street Corporation0.991%4.498%200,2818,6202023-12-31
Geode Capital Management, LLC0.897%4.947%181,2918,5452023-12-31
Morgan Stanley - Brokerage Accounts0.725%13.447%146,50217,3652023-12-31
Amvescap Plc.0.715%131.599%144,47682,0942023-12-31
Goldman Sachs Group Inc0.710%130.169%143,55281,1842023-12-31
Millennium Management LLC0.682%9.943%137,86412,4682023-09-30
Breach Inlet Capital Management LLC0.639%0.000%129,244129,2442023-12-31
Legato Capital Management LLC0.471%-0.283%95,240-2702023-12-31
New York State Common Retirement Fund0.448%-0.381%90,449-3462023-12-31
Northern Trust Corp0.437%-2.607%88,364-2,3652023-12-31
Charles Schwab Investment Management Inc0.432%12.166%87,2439,4632023-12-31
State of Wyoming0.419%-6.890%84,661-6,2652023-12-31
Wellington Management Company LLP0.403%-23.374%81,300-24,8002023-06-30
Arrowstreet Capital Limited Partnership0.386%6.958%77,9245,0692023-12-31
Wells Fargo & Co0.354%-2.428%71,639-1,7832023-09-30
Coombe, Bender & Co LLC0.350%3.509%70,6742,3962023-03-31
Kennedy Capital Management Inc0.337%-17.103%68,163-14,0632023-12-31
Citadel Advisors Llc0.302%19.467%60,9949,9392023-03-31
Jacobs Levy Equity Management, Inc.0.261%-4.713%52,568-2,6002022-09-30
Eaton Vance Management0.248%0.000%50,00002022-09-30
Jb Capital Partners LP0.204%0.000%41,84502022-09-30

Mutual Fund Ownership

Fidelity Series Small Cap Opps is the biggest individual fund holder of IES Holdings Inc (IESC), owning a total of 529 thousand shares. Combined, the top 34 mutual fund holders of IESC own 23.69% of the company with a total of 4.8 million shares.

In the latest ownership report on February 29th 2024, the top 34 fund holders increased their combined ownership of IESC by 5 thousand shares. 3 funds bought 5,111 total additional shares and increased their ownership by an average of 2.50%. However 2 funds sold 116 total shares and decreased their ownership by an average of 0.07%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding IES Holdings increased by a net total of 4,995 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv1.178%0.000%238,14602024-02-29
iShares Russell 2000 ETF0.990%-0.017%200,058-332024-02-29
Vanguard Institutional Extnd Mkt Idx Tr0.597%2.385%120,6822,8112024-02-29
iShares Russell 2000 Growth ETF0.354%-0.116%71,494-832024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C0.261%2.523%52,8241,3002024-02-29
Dimensional US Small Cap ETF0.201%0.000%40,62202024-02-29
Invesco Dorsey Wright SmallCap Momt ETF0.197%2.578%39,7911,0002024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Fidelity Series Small Cap Opps2.618%-1.581%529,218-8,5002023-12-31
Fidelity® Series Small Cap Opps2.607%0.000%526,91802023-10-31
iShares US Infrastructure ETF1.710%0.415%347,7871,4362022-11-30
Fidelity Stock Selector Small Cap1.470%0.000%297,11502023-12-31
Fidelity® Stock Selector Small Cap1.470%0.000%297,11502023-10-31
Royce Value Trust1.197%-10.000%242,045-26,8942023-12-31
Vanguard Total Stock Mkt Idx Inv1.178%0.000%238,14602024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr1.167%0.000%235,69702023-03-31
iShares Russell 2000 ETF0.990%-0.017%200,058-332024-02-29
DFA US Small Cap I0.988%0.000%199,70602024-01-31
Fidelity Special Situations Series F0.825%0.000%166,80002023-12-31
DFA US Micro Cap I0.774%0.000%156,48002024-01-31
Vanguard Extended Market Index Investor0.602%-0.008%121,612-102023-08-31
Vanguard Institutional Extnd Mkt Idx Tr0.597%2.385%120,6822,8112024-02-29
Invesco Building & Construction ETF0.421%-1.535%85,047-1,3262024-01-31
Fidelity Small Cap Index0.407%1.079%82,2528782023-12-31
Fidelity® Small Cap Index0.392%2.792%79,1492,1502023-10-31
Fidelity® Small Cap Stock0.374%-33.409%76,738-38,5002022-08-31
iShares Russell 2000 Growth ETF0.354%-0.116%71,494-832024-02-29
Kennedy Small Cap Value0.337%-17.103%68,163-14,0632023-12-31
Royce Micro Cap Trust0.311%0.000%62,87402023-12-31
Strategic Advisers Fidelity US TtlStk0.284%15.954%57,4177,9002024-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.261%2.523%52,8241,3002024-02-29
Strategic Advisers® Fidelity US TtlStk0.245%23.576%49,5179,4472023-11-30
DFA US Targeted Value I0.245%0.000%49,43302024-01-31
Royce Micro-Cap Invmt0.241%-14.536%48,800-8,3002023-12-31
Invesco DWA SmallCap Momentum ETF0.239%0.000%48,23302023-07-31
Fidelity Extended Market Index0.229%1.318%46,3656032024-01-31
Fidelity® Extended Market Index0.223%0.272%45,0541222023-11-30
Dimensional US Small Cap ETF0.201%0.000%40,62202024-02-29
Invesco Dorsey Wright SmallCap Momt ETF0.197%2.578%39,7911,0002024-02-29
AB Small Cap Core Z0.186%1,990.000%37,62035,8202023-10-31
Schwab US Small-Cap ETF™0.179%0.069%36,109252023-06-30
DFA US Core Equity 2 I0.169%0.000%34,15102023-02-28

Discussions

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BroughtToMyKnees

$IESC the best advice has been no stop losses. Would have cost a fortune!!!

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