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IES (IESC) Institutional Ownership

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$256.69 +1.27 (+0.50%)
As of 01/17/2025 04:00 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)
103
Total
Institutional Inflows
(last 12 months)
$170.94M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$86.69M
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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
1/17/2025 Janney Montgomery Scott LLC27,647$5.56M0.0%-1.7%0.138%
1/17/2025 SG Americas Securities LLC3,668$737K0.0%-36.6%0.018%
1/17/2025 Bourgeon Capital Management LLC3,568$717K0.1%-27.5%0.018%
1/16/2025 Annex Advisory Services LLC9,901$1.99M0.1%-1.1%0.049%
1/15/2025 Hennessy Advisors Inc.82,600$16.60M0.5%+6.9%0.413%
1/15/2025 Ritholtz Wealth Management3,256$654K0.0%-2.4%0.016%
1/14/2025 Assenagon Asset Management S.A.14,796$2.97M0.0%-82.5%0.074%
1/13/2025 City State Bank525$106K0.0%N/A0.003%
1/13/2025 City Center Advisors LLC1,613$324K0.4%-23.4%0.008%
12/26/2024JPMorgan Chase & Co.41,482$8.28M0.0%+2.5%0.208%
12/19/2024Principal Financial Group Inc.7,269$1.45M0.0%+56.9%0.036%
11/27/2024Franklin Resources Inc.155,426$31.03M0.0%+79.3%0.778%
11/25/2024Tidal Investments LLC1,664$332K0.0%N/A0.008%
11/18/2024Arete Wealth Advisors LLC1,697$335K0.0%N/A0.008%
11/16/2024Geode Capital Management LLC209,146$41.76M0.0%+0.3%1.047%
11/15/2024Barclays PLC15,176$3.03M0.0%+411.1%0.076%
11/15/2024Orion Portfolio Solutions LLC1,336$267K0.0%N/A0.007%
11/15/2024Insigneo Advisory Services LLC1,500$299K0.0%N/A0.008%
11/15/2024Wexford Capital LP2,150$429K0.1%-4.4%0.011%
11/15/2024State Street Corp209,943$41.91M0.0%+3.2%1.051%
11/15/2024Stifel Financial Corp3,162$631K0.0%N/A0.016%
11/15/2024Polar Asset Management Partners Inc.17,300$3.45M0.1%N/A0.087%
11/15/2024Portolan Capital Management LLC39,391$7.86M0.6%-43.3%0.197%
11/15/2024Janus Henderson Group PLC29,973$5.98M0.0%+2.3%0.150%
11/14/2024Martingale Asset Management L P3,306$660K0.0%-65.2%0.017%
11/14/2024Summit Partners Public Asset Management LLC119,438$23.84M0.7%+165.4%0.598%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC19,461$3.89M0.0%-19.3%0.097%
11/13/2024Freedom Investment Management Inc.1,421$284K0.0%-7.2%0.007%
11/13/2024Cynosure Group LLC2,103$420K0.1%-25.3%0.011%
11/13/2024BNP Paribas Financial Markets7,159$1.43M0.0%+23.3%0.036%
11/13/2024FMR LLC1,476,238$294.69M0.0%+4.6%7.389%
11/13/2024The Manufacturers Life Insurance Company7,298$1.46M0.0%-1.8%0.037%
11/13/2024Truvestments Capital LLC5,286$1.06M0.3%+9.1%0.026%
11/12/2024Algert Global LLC27,318$5.45M0.1%-19.4%0.137%
11/12/2024Charles Schwab Investment Management Inc.76,739$15.32M0.0%+1.5%0.384%
11/12/2024Navellier & Associates Inc.3,037$606K0.1%-42.3%0.015%
11/9/2024Intech Investment Management LLC3,048$608K0.0%N/A0.015%
11/8/2024Moran Wealth Management LLC3,340$667K0.0%+30.8%0.017%
11/8/2024Connor Clark & Lunn Investment Management Ltd.10,556$2.11M0.0%+17.3%0.053%
11/7/2024Quest Partners LLC768$153K0.0%+159.5%0.004%
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11/7/2024Thrivent Financial for Lutherans52,229$10.43M0.0%N/A0.261%
11/6/2024Gladius Capital Management LP220$44K0.0%N/A0.001%
11/6/2024Royce & Associates LP294,808$58.85M0.5%+15.1%1.476%
11/5/2024Souders Financial Advisors1,209$241K0.0%N/A0.006%
11/5/2024Victory Capital Management Inc.8,822$1.76M0.0%-11.9%0.044%
11/5/2024GSA Capital Partners LLP4,501$898K0.1%+75.0%0.023%
11/4/2024Versor Investments LP1,893$378K0.1%-71.7%0.009%
11/4/2024Colonial River Investments LLC3,794$757K0.4%N/A0.019%
11/4/2024Axxcess Wealth Management LLC3,782$755K0.0%N/A0.019%
11/2/2024Covestor Ltd1,143$228K0.1%+10,290.9%0.006%
10/31/2024Principal Financial Group Inc.7,269$1.45M0.0%+56.9%0.036%
10/30/2024Asset Management One Co. Ltd.15,610$3.12M0.0%N/A0.077%
10/29/2024 Janney Montgomery Scott LLC28,119$5.61M0.0%-0.4%0.139%
10/29/2024F M Investments LLC54,536$10.89M0.4%N/A0.269%
10/28/2024Stephens Inc. AR39,604$7.91M0.1%-42.3%0.196%
10/28/2024Petra Financial Advisors Inc.3,899$778K0.5%+14.1%0.020%
10/25/2024Andina Capital Management LLC2,496$498K0.4%+4.0%0.012%
10/24/2024Cavalier Investments LLC5,472$1.09M0.3%N/A0.027%
10/23/2024 Assenagon Asset Management S.A.84,779$16.92M0.0%-5.1%0.419%
10/23/2024Ausbil Investment Management Ltd1,880$375K0.1%N/A0.009%
10/21/2024Precision Wealth Strategies LLC2,045$408K0.4%N/A0.010%
10/19/2024Allspring Global Investments Holdings LLC208$42K0.0%-28.5%0.001%
10/16/2024Optimum Investment Advisors3,000$599K0.3%N/A0.015%
10/12/2024 BlueSky Wealth Advisors LLC1,100$220K0.0%N/A0.006%
10/11/2024Creative Planning1,650$329K0.0%N/A0.008%
10/10/2024 Annex Advisory Services LLC10,015$2.00M0.1%+94.5%0.049%
10/10/2024 Ritholtz Wealth Management3,337$666K0.0%+6.3%0.016%
10/8/2024CWM LLC682$136K0.0%+17.2%0.003%
10/8/2024 Insight Wealth Strategies LLC1,338$267K0.0%N/A0.007%
10/8/2024 City Center Advisors LLC2,107$421K0.5%N/A0.010%
10/5/2024Handelsbanken Fonder AB3,200$639K0.0%+28.0%0.016%
10/3/2024 SG Americas Securities LLC5,789$1.16M0.0%-75.8%0.029%
8/22/2024Aurora Investment Counsel2,867$399K0.2%-86.5%0.014%
8/22/2024Cetera Investment Advisers8,690$1.21M0.0%+2.2%0.043%
8/16/2024Algert Global LLC33,903$4.72M0.2%+6.3%0.167%
8/15/2024Scientech Research LLC1,780$248K0.1%N/A0.009%
8/15/2024The Manufacturers Life Insurance Company7,434$1.04M0.0%+4.5%0.037%
8/15/2024Millennium Management LLC30,446$4.24M0.0%-16.6%0.150%
8/15/2024Dark Forest Capital Management LP7,470$1.04M0.2%+90.8%0.037%
8/15/2024AQR Capital Management LLC25,819$3.60M0.0%-38.8%0.128%
8/14/2024Cubist Systematic Strategies LLC22,175$3.09M0.0%+42.1%0.111%
8/14/2024Marshall Wace LLP4,534$632K0.0%N/A0.022%
8/14/2024Apis Capital Advisors LLC46,000$6.41M4.7%N/A0.227%
8/14/2024Gabelli Funds LLC1,500$209K0.0%N/A0.007%
8/13/2024Sei Investments Co.3,313$462K0.0%-28.4%0.016%
8/12/2024XTX Topco Ltd4,314$601K0.1%+64.2%0.021%
8/12/2024AltraVue Capital LLC269,689$37.58M3.7%-30.5%1.332%
8/12/2024Seven Eight Capital LP4,383$611K0.1%N/A0.022%
8/9/2024Renaissance Technologies LLC186,532$25.99M0.0%+2.8%0.921%
8/9/2024Dimensional Fund Advisors LP721,089$100.47M0.0%-0.9%3.562%
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8/8/2024Federated Hermes Inc.269$37K0.0%+258.7%0.001%
8/8/2024American Century Companies Inc.55,167$7.69M0.0%+57.9%0.273%
8/6/2024Quest Partners LLC296$41K0.0%+41.0%0.001%
8/6/2024Acadian Asset Management LLC3,899$543K0.0%-68.7%0.019%
8/5/2024Arizona State Retirement System2,546$355K0.0%+14.6%0.013%
8/5/2024Victory Capital Management Inc.10,014$1.40M0.0%+106.9%0.049%
8/1/2024Rhumbline Advisers12,400$1.73M0.0%+1.6%0.061%
8/1/2024Versor Investments LP6,700$934K0.2%N/A0.033%
8/1/2024Convergence Investment Partners LLC5,868$818K0.2%+77.3%0.029%
8/1/2024 Ritholtz Wealth Management3,140$437K0.0%+11.5%0.016%
(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, 138 institutional investors and hedge funds held shares of IES. The most heavily invested institutionals were Gendell Jeffrey L ($1.36B), FMR LLC ($294.69M), Dimensional Fund Advisors LP ($100.47M), Royce & Associates LP ($58.85M), Vanguard Group Inc. ($58.30M), State Street Corp ($41.91M), and Geode Capital Management LLC ($41.76M).Learn more on IESC's institutional investors.

What percentage of IES stock is owned by institutional investors?

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

Which institutional investors have been buying IES stock?

Of the 119 institutional investors that purchased IES stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($187.12K), Breach Inlet Capital Management LLC ($129.24K), Legato Capital Management LLC ($95.51K), Assenagon Asset Management S.A. ($89.33K), Summit Partners Public Asset Management LLC ($74.44K), Hennessy Advisors Inc. ($73.90K), and Franklin Resources Inc. ($68.75K).

How much institutional buying is happening at IES?

Institutional investors have bought a total of 1,548,769 shares in the last 24 months. This purchase volume represents approximately $195.87M in transactions.

Which IES major shareholders have been selling company stock?

Of the 52 institutional investors that sold IES stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gendell Jeffrey L ($200K), AltraVue Capital LLC ($118.21K), Assenagon Asset Management S.A. ($74.53K), Royce & Associates LP ($64.66K), Portolan Capital Management LLC ($30.06K), Stephens Inc. AR ($29.09K), and Legato Capital Management LLC ($23.09K).

How much institutional selling is happening at IES?

Institutional investors have sold a total of 720,812 shares in the last 24 months. This volume of shares sold represents approximately $93.32M in transactions.


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This page (NASDAQ:IESC) was last updated on 1/21/2025 by MarketBeat.com Staff
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