IES Ownership | Who Owns IES?
IES Ownership Summary
IES is owned by 93.94% institutional investors, 1.84% insiders, and 4.22% retail investors. Gendell jeffrey l is the largest institutional shareholder, holding 53.16% of IESC shares. Fidelity Stock Selector Small Cap is the top mutual fund, with 1.53% of its assets in IES shares.
IESC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | IES | 93.94% | 1.84% | 4.22% |
| Sector | Industrials Stocks | 39.36% | 12.62% | 48.02% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gendell jeffrey l | 10.72M | 53.16% | $2.15B |
| Fmr | 1.44M | 7.14% | $289.44M |
| Vanguard group | 753.33K | 3.74% | $151.39M |
| Blackrock funding, inc. /de | 736.30K | 3.65% | $147.97M |
| Dimensional fund advisors lp | 663.93K | 3.29% | $133.43M |
| Blackrock | 614.00K | 3.04% | $85.55M |
| Geode capital management | 244.62K | 1.21% | $49.17M |
| State street | 203.45K | 1.01% | $28.35M |
| Invesco | 200.80K | 1.00% | $40.35M |
| Altravue capital | 199.82K | 0.99% | $40.16M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gendell jeffrey l | 10.72M | 67.43% | $2.15B |
| Coombe, bender | 55.18K | 4.53% | $7.69M |
| Altravue capital | 199.82K | 3.34% | $40.16M |
| Apis capital advisors | 22.14K | 2.96% | $4.45M |
| Ophir asset management pty | 89.70K | 2.68% | $18.03M |
| Jb capital partners lp | 41.84K | 1.61% | $8.41M |
| Advisorshares investments | 33.50K | 1.30% | $6.73M |
| Yorktown management & research | 6.34K | 1.22% | $1.27M |
| Legato capital management | 40.29K | 1.06% | $8.10M |
| Options solutions | 10.49K | 0.92% | $2.11M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 753.33K | 0.00% | 210.93K |
| Blackrock funding, inc. /de | 736.30K | 0.00% | 78.19K |
| Thrivent financial for lutherans | 125.50K | 0.05% | 73.27K |
| Summit partners public asset management | 45.00K | 0.24% | 45.00K |
| Invesco | 200.80K | 0.01% | 43.45K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 111.89K | 0.00% | -136.66K |
| Royce & associates lp | 178.40K | 0.33% | -116.40K |
| Assenagon asset management | 14.80K | 0.00% | -69.98K |
| Altravue capital | 199.82K | 3.34% | -68.75K |
| Capital investors | - | - | -63.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Summit partners public asset management | 45.00K | 0.24% | 45.00K | $6.27M |
| Man group | 42.28K | 0.02% | 42.28K | $8.50M |
| Advisorshares investments | 33.50K | 1.30% | 33.50K | $6.73M |
| Fundsmith investment services | 33.40K | 0.09% | 33.40K | $6.71B |
| Raymond james financial | 11.75K | 0.00% | 11.75K | $2.36M |
Sold Out
| Holder | Change |
|---|---|
| Toronto dominion bank | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
| Concord wealth partners | -3.00 |
| Nelson, van denburg & campbell wealth management group | -7.00 |
| Quadrant capital group | -14.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 260 | -5.11% | 18,760,093 | 1.78% | 93 | 1.10% | 124 | -12.68% | 92 | 9.52% |
| Dec 31, 2024 | 221 | -12.99% | 6,740,435 | -63.46% | 33 | 0.40% | 114 | -15.56% | 73 | -3.95% |
| Sep 30, 2024 | 252 | 24.75% | 18,442,584 | 0.50% | 91 | 1.11% | 135 | 10.66% | 76 | 26.67% |
| Jun 30, 2024 | 200 | 21.95% | 18,350,461 | 0.72% | 90 | 1.12% | 120 | 41.18% | 60 | 11.11% |
| Mar 31, 2024 | 164 | 23.31% | 18,218,966 | 0.75% | 90 | 1.13% | 85 | 19.72% | 54 | 22.73% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Stock Selector Small Cap | 304.54K | 1.53% | 10.90K |
| Vanguard Total Stock Mkt Idx Inv | 291.99K | 1.47% | 7.02K |
| Fidelity Series Small Cap Opps | 255.87K | 1.29% | 4.30K |
| Vanguard US Total Market Shares ETF | 251.94K | 1.26% | - |
| Strategic Advisers Fidelity US TtlStk | 227.24K | 1.14% | 4.67K |
| iShares Russell 2000 ETF | 211.29K | 1.06% | 105.00 |
| Fidelity Small Cap Discovery | 179.78K | 0.91% | 5.80K |
| DFA US Small Cap I | 179.05K | 0.90% | -20.66K |
| DFA US Micro Cap I | 156.48K | 0.79% | - |
| Fidelity Series Small Cap Discovery | 155.86K | 0.79% | 3.80K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 03, 2025 | GENDELL JEFFREY L ET AL | Chief Executive Officer | Sell | $4.16M |
| Jun 04, 2025 | GENDELL JEFFREY L ET AL | Chief Executive Officer | Sell | $1.85M |
| Jun 03, 2025 | GENDELL JEFFREY L ET AL | Chief Executive Officer | Sell | $3.33M |
| Dec 16, 2024 | GENDELL JEFFREY L ET AL | Chief Executive Officer | Sell | $118.56K |
| Dec 12, 2024 | McLauchlin Tracy | SVP, CFO & Treasurer | Sell | $1.27M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 10 |
| 2024 Q3 | - | 22 |
| 2024 Q2 | - | 44 |
IESC Ownership FAQ
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