IES Holdings, Inc. — Institutional Ownership
Which tracked institutions hold IESC, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
35
Funds holding
$1596063689
Total value held
Buying
24 added/new · 10 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $649086435 | 883520 | +173949 | +24.51% |
| 2 | State Street Corp | $201347532 | 274069 | +66525 | +32.05% |
| 3 | Ubs Group Ag | $145873356 | 198559 | +198559 | NEW BUY |
| 4 | Morgan Stanley | $113301051 | 154221 | -23369 | -13.16% |
| 5 | Franklin Resources Inc | $92944775 | 126514 | -38660 | -23.41% |
| 6 | Invesco Ltd. | $89467631 | 121781 | +121781 | NEW BUY |
| 7 | Goldman Sachs Group Inc | $78690718 | 107112 | +38395 | +55.87% |
| 8 | Northern Trust Corp | $48874727 | 66527 | -10344 | -13.46% |
| 9 | Bank Of New York Mellon Corp | $37384669 | 50887 | +19814 | +63.77% |
| 10 | Bank Of America Corp /De/ | $27234580 | 37071 | +3234 | +9.56% |
| 11 | Principal Financial Group Inc | $25451562 | 34644 | +20667 | +147.86% |
| 12 | Ameriprise Financial Inc | $22284442 | 30359 | +30359 | NEW BUY |
| 13 | Jpmorgan Chase & Co | $18689498 | 25421 | +3485 | +15.89% |
| 14 | Royal Bank Of Canada | $12167000 | 16561 | +9668 | +140.26% |
| 15 | Wells Fargo & Company/Mn | $6923435 | 9424 | -3230 | -25.53% |
| 16 | Raymond James Financial Inc | $4810554 | 6548 | -21119 | -76.33% |
| 17 | Truist Financial Corp | $4220622 | 5745 | -287 | -4.76% |
| 18 | Janus Henderson Group Plc | $3172648 | 6658 | +6658 | NEW BUY |
| 19 | Barclays Plc | $2288466 | 3115 | -2462 | -44.15% |
| 20 | Citigroup Inc | $2004152 | 2728 | +1653 | +153.77% |
| 21 | Sei Investments Co | $1951543 | 2657 | -1527 | -36.50% |
| 22 | Fifth Third Bancorp | $1468245 | 1999 | +1601 | +402.26% |
| 23 | Stifel Financial Corp | $1291534 | 1758 | +1758 | NEW BUY |
| 24 | Jefferies Financial Group Inc. | $1023382 | 1393 | +1393 | NEW BUY |
| 25 | Allstate Corp | $930080 | 1266 | +1266 | NEW BUY |
| 26 | Citizens Financial Group Inc/Ri | $698662 | 951 | +6 | +0.63% |
| 27 | Federated Hermes, Inc. | $624461 | 850 | +850 | NEW BUY |
| 28 | Prudential Financial Inc | $584789 | 796 | -20460 | -96.26% |
| 29 | Bank Of Montreal /Can/ | $524547 | 714 | +714 | NEW BUY |
| 30 | Atlantic Union Bankshares Corp | $367330 | 500 | — | Held |
| 31 | M&T Bank Corp | $223990 | 306 | +306 | NEW BUY |
| 32 | Pnc Financial Services Group, Inc. | $81546 | 111 | +75 | +208.33% |
| 33 | Us Bancorp \De\ | $49957 | 68 | -150 | -68.81% |
| 34 | First Horizon Corp | $25713 | 35 | +35 | NEW BUY |
| 35 | Amalgamated Financial Corp. | $57 | 1415 | +1415 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.