IES Holdings, Inc. (IESC) Ownership
IESC ownership summary
as of October 18, 2026- Institutions
- 97.3% of shares outstanding
- Insiders
- 3.03% of shares outstanding
- Shares outstanding
- 42.4M
- Float
- 18.5M shares available to trade
- Short interest
- 10.17% 1.4M shares short
- Days to cover
- 5.23 short interest up 15.0% vs prior month
- Institutions 97.29%
- Insiders 3.03%
IESC top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Gendell Jeffrey L | 25.83% | 10.3M | $2.59B | −46,720 (−0.5%) | June 30, 2026 |
| 2 | FMR Inc | 5.64% | 2.2M | $565.8M | −126,158 (−5.3%) | June 30, 2026 |
| 3 | BlackRock Inc | 2.22% | 884K | $222.6M | +173,949 (+24.5%) | June 30, 2026 |
| 4 | Dimensional Fund Advisors, Inc. | 1.05% | 420K | $105.9M | −37,526 (−8.2%) | June 30, 2026 |
| 5 | Vanguard Capital Management, LLC | 1.01% | 402K | $101.3M | +3,007 (+0.8%) | June 30, 2026 |
| 6 | Vanguard Portfolio Management, LLC | 0.95% | 380K | $95.8M | −12,251 (−3.1%) | June 30, 2026 |
| 7 | First Trust Advisors L.P. | 0.87% | 347K | $87.4M | −2,433 (−0.7%) | June 30, 2026 |
| 8 | State Street Corp | 0.69% | 274K | $69.1M | +66,525 (+32.1%) | June 30, 2026 |
| 9 | Geode Capital Management, LLC | 0.67% | 267K | $67.3M | −28,846 (−9.8%) | June 30, 2026 |
| 10 | Capital Research & Mgmt Co - Division 3 | 0.52% | 206K | $51.8M | +205,596 (0.0%) | June 30, 2026 |
| 11 | UBS Group AG | 0.50% | 199K | $50.0M | +20,160 (+11.3%) | June 30, 2026 |
| 12 | Pertento Partners LLP | 0.42% | 168K | $42.4M | −62,782 (−27.2%) | June 30, 2026 |
| 13 | Morgan Stanley - Brokerage Accounts | 0.39% | 154K | $38.9M | −23,369 (−13.2%) | June 30, 2026 |
| 14 | Royce & Associates, LP | 0.37% | 149K | $37.5M | — | June 30, 2026 |
| 15 | Thrivent Financial For Lutherans | 0.36% | 145K | $36.5M | −7,932 (−5.2%) | June 30, 2026 |
| 16 | Arrowstreet Capital Limited Partnership | 0.32% | 127K | $31.9M | −29,768 (−19.0%) | June 30, 2026 |
| 17 | Franklin Templeton Inc | 0.32% | 127K | $31.9M | −38,660 (−23.4%) | June 30, 2026 |
| 18 | Amvescap Plc. | 0.31% | 122K | $30.7M | +44,079 (+56.7%) | June 30, 2026 |
| 19 | NORGES BANK | 0.27% | 107K | $27.0M | +2,979 (+2.9%) | June 30, 2026 |
| 20 | The Goldman Sachs Group Inc | 0.27% | 107K | $27.0M | +38,395 (+55.9%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 8 holders added 555K shares and 11 cut 416K.
IESC top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | First Trust RBA Amer Indl RenaisTM ETF | 2.74% | 1.1M | $275.2M | +631 (+0.1%) | September 30, 2026 |
| 2 | American Funds SMALLCAP World A | 1.97% | 784K | $197.5M | +383,832 (+95.9%) | September 30, 2026 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.67% | 667K | $168.1M | −240 (−0.0%) | September 30, 2026 |
| 4 | Strategic Advisers Fidelity US TtlStk | 1.65% | 658K | $165.8M | −223,446 (−25.3%) | August 31, 2026 |
| 5 | Vanguard MStar Total Stk Mkt Idx Invest | 1.43% | 569K | $143.4M | −2,680 (−0.5%) | August 31, 2026 |
| 6 | Vanguard Small Cap Index | 1.01% | 403K | $101.6M | −9,458 (−2.3%) | September 30, 2026 |
| 7 | DFA US Small Cap I | 0.71% | 283K | $71.4M | −35,968 (−11.3%) | August 31, 2026 |
| 8 | Fidelity Blue Chip Growth | 0.68% | 270K | $67.9M | +94,100 (+53.6%) | August 31, 2026 |
| 9 | Royce Small-Cap Trust | 0.62% | 247K | $62.3M | — | September 30, 2026 |
| 10 | Vanguard MStar Small Cap Growth Indx Inv | 0.56% | 225K | $56.6M | −12,080 (−5.1%) | September 30, 2026 |
| 11 | Fidelity Capital & Income | 0.49% | 195K | $49.1M | — | July 31, 2026 |
| 12 | Thrivent Small Cap Stock A | 0.43% | 169K | $42.7M | −790 (−0.5%) | August 31, 2026 |
| 13 | Fidelity Stock Selector Small Cap | 0.41% | 165K | $41.6M | −60,100 (−26.7%) | July 31, 2026 |
| 14 | Fidelity Leveraged Company Stock | 0.40% | 158K | $39.8M | — | July 31, 2026 |
| 15 | Putnam Small Cap Growth A | 0.36% | 142K | $35.8M | +563 (+0.4%) | August 31, 2026 |
| 16 | State Street® SPDR® S&P MIDCAP 400® ETF | 0.35% | 138K | $34.9M | +10,258 (+8.0%) | September 30, 2026 |
| 17 | Dimensional US Small Cap ETF | 0.29% | 115K | $28.9M | +40 (+0.0%) | September 30, 2026 |
| 18 | Fidelity Series Small Cap Opps | 0.28% | 113K | $28.6M | −42,600 (−27.3%) | July 31, 2026 |
| 19 | iShares S&P Mid-Cap 400 Growth ETF | 0.27% | 108K | $27.3M | −116 (−0.1%) | September 30, 2026 |
| 20 | Fidelity Small Cap Discovery | 0.27% | 108K | $27.1M | +630 (+0.6%) | July 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
IESC insider transactions
latest 20| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-04 | Todd M Cleveland | Sell | $500.84 | 1,425 | $713,697 |
| 2026-03-03 | Todd M Cleveland | Sell | $501.13 | 875 | $438,489 |
| 2026-03-02 | Todd M Cleveland | Sell | $513.54 | 200 | $102,708 |
| 2026-02-26 | Todd M Cleveland | Sell | $511.29 | 1,700 | $869,193 |
| 2026-02-25 | Todd M Cleveland | Sell | $511.81 | 3,119 | $1.6M |
| 2026-02-24 | Todd M Cleveland | Sell | $520.25 | 181 | $94,165 |
| 2026-02-18 | Matthew J Simmes | Sell | $506.26 | 5,000 | $2.5M |
| 2026-02-17 | Jeffrey L Et Al Gendell | Sell | $520.43 | 320 | $166,538 |
| 2026-02-13 | Jeffrey L Et Al Gendell | Sell | $520.10 | 2,791 | $1.5M |
| 2026-02-12 | Jeffrey L Et Al Gendell | Sell | $529.50 | 5,048 | $2.7M |
| 2025-12-15 | Matthew Michael Allen | Sell | $457.95 | 700 | $320,565 |
| 2025-12-11 | Jeffrey L Et Al Gendell | Sell | $473.25 | 76,400 | $36.2M |
| 2025-12-11 | Mary K Newman | Sell | $477.86 | 2,000 | $955,720 |
| 2025-12-10 | David B Gendell | Sell | $452.20 | 17,867 | $8.1M |
| 2025-12-10 | Jeffrey L Et Al Gendell | Sell | $472.46 | 5,694 | $2.7M |
| 2025-12-05 | Jeffrey L Et Al Gendell | Sell | $420.24 | 3,774 | $1.6M |
| 2025-12-04 | Jeffrey L Et Al Gendell | Sell | $421.66 | 61,719 | $26.0M |
| 2025-12-03 | Jeffrey L Et Al Gendell | Sell | $418.69 | 34,507 | $14.4M |
| 2025-12-02 | Tracy Mclauchlin | Sell | $411.48 | 5,000 | $2.1M |
| 2025-12-01 | Matthew J Simmes | Sell | $406.96 | 10,000 | $4.1M |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
IESC shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns IESC
Institutional investors own 97.3% of IES's shares and insiders 3.03%. The largest holder is Gendell Jeffrey L with 25.83% of the shares (10.3M), as of June 30, 2026. Among the top 20 institutions, 8 added shares and 11 reduced their stake in the latest filings. Short interest is 10.17% of the float, or 5.23 days of average trading volume. The share count rose 85.2% since 2014.
Related: IESC analyst forecast, IESC key metrics. See the IESC stock overview for the latest quote and news.
IESC ownership FAQ
Who owns the most IES stock?
The largest shareholders of IES are Gendell Jeffrey L (25.83%), FMR Inc (5.64%), BlackRock Inc (2.22%), Dimensional Fund Advisors, Inc. (1.05%), Vanguard Capital Management, LLC (1.01%).
What percentage of IES is owned by institutions?
Institutions hold 97.3% of IES's shares outstanding; insiders hold 3.03%.
Which funds own IES?
The largest fund holders of IES are First Trust RBA Amer Indl RenaisTM ETF (2.74%), American Funds SMALLCAP World A (1.97%), iShares Core S&P Mid-Cap ETF (1.67%), Strategic Advisers Fidelity US TtlStk (1.65%), Vanguard MStar Total Stk Mkt Idx Invest (1.43%).
What is IES's short interest?
1.4M shares of IES were sold short, 10.17% of the float; at the average daily volume it would take 5.23 days to cover.
Are insiders buying or selling IES?
Of the latest 20 reported insider transactions in IES (since December 1, 2025), 0 were purchases and 20 were sales.
How many shares of IES are outstanding?
IES has 42.4M shares outstanding, of which 18.5M are in the public float.