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IES (IESC) Institutional Ownership

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$350.41 -2.66 (-0.75%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$350.60 +0.19 (+0.06%)
As of 08/1/2025 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 Polygon.io. 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)
169
Total
Institutional Inflows
(last 12 months)
$352.55M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$225.41M
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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
8/1/2025Petra Financial Advisors Inc.1,793$531K0.3%N/A0.009%
8/1/2025United Capital Management of KS Inc.45,874$13.59M2.1%N/A0.231%
8/1/2025Teacher Retirement System of Texas1,520$450K0.0%-40.9%0.008%
8/1/2025Envestnet 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%
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%
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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%
5/28/2025Strs 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%
5/15/2025Itau 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%
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%
5/13/2025Boston Partners2,870$474K0.0%+3.0%0.014%
5/13/2025Russell Investments Group Ltd.11,274$1.86M0.0%-41.1%0.057%
5/13/2025HighTower Advisors LLC2,085$344K0.0%+31.8%0.011%
5/12/2025Nuveen LLC31,453$5.19M0.0%N/A0.158%
5/12/2025Invesco Ltd.63,718$10.52M0.0%-68.3%0.321%
5/12/2025Connor Clark & Lunn Investment Management Ltd.2,146$354K0.0%-57.9%0.011%
5/12/2025Cynosure Group LLC2,021$334K0.0%+49.8%0.010%
5/12/2025Swiss National Bank17,400$2.87M0.0%-1.1%0.088%
5/9/2025Deutsche Bank AG30,031$4.96M0.0%-2.2%0.151%
5/9/2025Charles Schwab Investment Management Inc.75,752$12.51M0.0%-7.0%0.382%
5/9/2025Vanguard Group Inc.722,958$119.37M0.0%-4.0%3.641%
5/7/2025Meeder Asset Management Inc.6,603$1.09M0.1%N/A0.033%
5/7/2025Fiera Capital Corp8,767$1.45M0.0%N/A0.044%
5/7/2025LPL Financial LLC49,264$8.13M0.0%+6.1%0.246%
5/7/2025 Knights of Columbus Asset Advisors LLC11,306$1.87M0.1%+11.1%0.057%
5/6/2025Hedeker Wealth LLC4,404$727K0.2%N/A0.022%
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5/6/2025Navellier & Associates Inc.2,886$477K0.1%-44.4%0.014%
5/6/2025Royce & Associates LP178,227$29.43M0.3%-0.1%0.891%
5/6/2025Legato Capital Management LLC35,003$5.78M0.8%-13.1%0.175%
5/6/2025Oakwell Private Wealth Management LLC10,039$1.66M0.5%N/A0.050%
5/6/2025PFG Advisors3,320$548K0.0%-12.9%0.017%
5/5/2025 Peterson Wealth Services3,555$587K0.2%-56.2%0.018%
5/5/2025 IFP Advisors Inc2,689$444K0.0%+10,656.0%0.013%
5/2/2025Victory Capital Management Inc.12,561$2.07M0.0%+91.6%0.063%
5/2/2025Bridgewater Advisors Inc.3,343$552K0.0%N/A0.017%
5/1/2025Florida Financial Advisors LLC1,507$250K0.1%N/A0.008%
(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, 241 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), GAMMA Investing LLC ($69.79M), Geode Capital Management LLC ($49.17M), 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 203 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 1,796,324 shares in the last 24 months. This purchase volume represents approximately $352.55M in transactions.

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

Of the 105 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: AltraVue Capital LLC ($186.96K), Invesco Ltd. ($137.08K), Royce & Associates LP ($116.58K), Assenagon Asset Management S.A. ($81.23K), Portolan Capital Management LLC ($67.27K), Dimensional Fund Advisors LP ($41.91K), and FMR LLC ($35.96K).

How much institutional selling is happening at IES?

Institutional investors have sold a total of 1,225,586 shares in the last 24 months. This volume of shares sold represents approximately $225.41M in transactions.


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This page (NASDAQ:IESC) was last updated on 8/2/2025 by MarketBeat.com Staff
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