IES Holdings, Inc.: which funds bought and sold

Institutions that bought and sold IES Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 220 institutions that filed 13F reports for both quarters added to or opened positions in IES Holdings, and 176 cut or closed them. Together they added a net 44K shares, +0.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 124K shares (−3.7%); index fund managers were net buyers of 174K shares (+7.8%). 99 opened a new position and 35 sold out entirely.

Bought, Q2 2026 220 institutions, 99 of them new holders Sold, Q2 2026 176 institutions, 35 of them sold out

Net change, all compared +44K shares (+0.2%)

Net change, active managers −124K shares (−3.7%), 25 bought, 20 sold

Buyers versus sellers

institutions compared, 439

220 bought 43 176 sold

Active managers and hedge funds 25 bought · 20 sold · −124K

Index fund managers 5 bought · 6 sold · +174K

Other institutions 190 bought · 150 sold · −5,521

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Capital International Investors Active manager	+206K New position	206K	$151M
Blackrock, Inc. Index funds	+174K +24.5%	884K	$649M
State Street Corp Index funds	+67K +32.1%	274K	$201M
HRT Financial LP	+45K New position	45K	$32.8M
Invesco Ltd.	+44K +56.7%	122K	$89.5M
BNP Paribas Financial Markets	+44K +2114.5%	46K	$33.6M
Goldman Sachs Group Inc	+38K +55.9%	107K	$78.7M
Renaissance Technologies LLC Hedge fund	+24K +29.6%	107K	$78.4M
Principal Financial Group Inc	+21K +147.9%	35K	$25.5M
UBS Group AG	+20K +11.3%	199K	$146M
Bank Of New York Mellon Corp	+20K +63.8%	51K	$37.4M
Susquehanna International Group, LLP	+18K +101.9%	36K	$26.7M
Curi Capital, LLC	+14K New position	14K	$10M
Canada Pension Plan Investment Board	+11K New position	11K	$7.9M
Tudor Investment Corp Et Al Hedge fund	+10K New position	10K	$7.5M
Royal Bank Of Canada	+9,668 +140.3%	17K	$12.2M
Van Eck Associates Corp	+9,292 New position	9,292	$6.8M
Retirement Systems Of Alabama	+9,074 New position	9,074	$6.7M
Ophir Asset Management Pty Ltd	+7,730 +14.0%	63K	$46.1M
Susquehanna Fundamental Investments, LLC	+6,895 +1029.1%	7,565	$5.6M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Capital International Investors Active manager	+206K New position	206K	$151M
Renaissance Technologies LLC Hedge fund	+24K +29.6%	107K	$78.4M
Tudor Investment Corp Et Al Hedge fund	+10K New position	10K	$7.5M
Citadel Advisors LLC Hedge fund	+5,096 New position	5,096	$3.7M
D. E. Shaw & Co., Inc. Hedge fund	+4,524 +411.3%	5,624	$4.1M
Lazard Asset Management LLC Active manager	+3,724 +34.4%	15K	$10.7M
Trexquant Investment LP Hedge fund	+3,329 New position	3,329	$2.4M
Holocene Advisors, LP Hedge fund	+3,075 New position	3,075	$2.3M
Millennium Management LLC Hedge fund	+2,424 +19.8%	15K	$10.8M
AQR Capital Management LLC Hedge fund	+2,323 +10.8%	24K	$17.6M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−126K −5.3%	2.2M	$1.6B
Pertento Partners LLP	−63K −27.2%	168K	$124M
Gendell Jeffrey L	−47K −0.5%	10.3M	$7.6B
Congress Asset Management Co Active manager	−44K Sold out	0	—
Parsifal Capital Management, LP	−41K −45.6%	49K	$36M
Franklin Resources Inc Active manager	−39K −23.4%	127K	$92.9M
Dimensional Fund Advisors LP	−38K −8.2%	420K	$309M
Altravue Capital, LLC	−33K −25.8%	96K	$70.8M
Kennedy Capital Management LLC Active manager	−33K Sold out	0	—
American Century Companies Inc Active manager	−32K −39.4%	49K	$35.8M
Arrowstreet Capital, Limited Partnership Hedge fund	−30K −19.0%	127K	$93M
Geode Capital Management, LLC Index funds	−29K −9.8%	267K	$196M
Segall Bryant & Hamill, LLC Active manager	−27K −67.1%	13K	$9.6M
Morgan Stanley	−23K −13.2%	154K	$113M
Raymond James Financial Inc	−21K −76.3%	6,548	$4.8M
Prudential Financial Inc	−20K −96.3%	796	$584,789
Neuberger Berman Group LLC Active manager	−19K −47.3%	21K	$15.5M
State Of Wyoming	−18K Sold out	0	—
Charles Schwab Investment Management Inc Index funds	−18K −21.2%	66K	$48.3M
Vanguard Portfolio Management LLC Index funds	−12K −3.1%	380K	$279M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−126K −5.3%	2.2M	$1.6B
Congress Asset Management Co Active manager	−44K Sold out	0	—
Franklin Resources Inc Active manager	−39K −23.4%	127K	$92.9M
Kennedy Capital Management LLC Active manager	−33K Sold out	0	—
American Century Companies Inc Active manager	−32K −39.4%	49K	$35.8M
Arrowstreet Capital, Limited Partnership Hedge fund	−30K −19.0%	127K	$93M
Segall Bryant & Hamill, LLC Active manager	−27K −67.1%	13K	$9.6M
Neuberger Berman Group LLC Active manager	−19K −47.3%	21K	$15.5M
Bridgewater Associates, LP Hedge fund	−12K −54.4%	10K	$7.4M
Price T Rowe Associates Inc Active manager	−11K −17.9%	51K	$37.5M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Capital International InvestorsActive manager	206K	$151M
HRT Financial LP	45K	$32.8M
Curi Capital, LLC	14K	$10M
Canada Pension Plan Investment Board	11K	$7.9M
Tudor Investment Corp Et AlHedge fund	10K	$7.5M
Van Eck Associates Corp	9,292	$6.8M
Retirement Systems Of Alabama	9,074	$6.7M
Catalyst Funds Management Pty Ltd	6,459	$4.7M
Citadel Advisors LLCHedge fund	5,096	$3.7M
HSBC Holdings PLC	4,594	$3.4M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Congress Asset Management CoActive manager	44K	$20.7M
Kennedy Capital Management LLCActive manager	33K	$15.7M
State Of Wyoming	18K	$8.4M
Castleknight Management LPHedge fund	10K	$5M
Xtx Topco Ltd	6,602	$3.1M
Cavalier Investments, LLC	5,560	$2.6M
Timucuan Asset Management Inc	5,000	$2.4M
Mirae Asset Global Etfs Holdings Ltd.	4,240	$2M
Lrt Capital Management, LLC	3,280	$1.6M
Exoduspoint Capital Management, LPHedge fund	3,180	$1.5M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 411
Ten largest holders: 81.5%
Index fund managers: 12.5%
Active managers and hedge funds: 16.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	25	20	13	5	−124K	−3.7%
Index fund managers	5	6	0	1	+174K	+7.8%
Other institutions	190	150	86	29	−5,521	−0.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on IES Holdings.

Only managers that filed a holdings report for both quarters are compared (439 here). 14 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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