IES Ownership | Who Owns IES?
IES Ownership Summary
IES is owned by 94.58% institutional investors, 1.80% insiders, and 3.62% retail investors. Gendell jeffrey l is the largest institutional shareholder, holding 53.46% of IESC shares. Fidelity Stock Selector Small Cap is the top mutual fund, with 1.47% of its assets in IES shares.
IESC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | IES | 94.58% | 1.80% | 3.62% |
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gendell jeffrey l | 10.68M | 53.46% | $3.16B |
| Fmr | 1.44M | 7.14% | $289.44M |
| Vanguard group | 753.33K | 3.74% | $151.39M |
| Blackrock funding, inc. /de | 706.38K | 3.54% | $209.25M |
| 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 | 10.68M | 83.97% | $3.16B |
| Coombe, bender | 55.18K | 4.53% | $7.69M |
| Ophir asset management pty | 81.81K | 4.50% | $28.28M |
| Pertento partners llp | 158.38K | 4.20% | $46.92M |
| Altravue capital | 199.82K | 3.34% | $40.16M |
| Apis capital advisors | 28.80K | 3.03% | $8.53M |
| Jb capital partners lp | 41.84K | 2.30% | $12.40M |
| United capital management of ks | 45.87K | 2.13% | $13.59M |
| Advisorshares investments | 34.00K | 1.82% | $10.07M |
| Yorktown management & research | 6.34K | 1.79% | $1.88M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 753.33K | 0.00% | 210.93K |
| Pertento partners llp | 158.38K | 4.20% | 158.38K |
| Swedbank ab | 81.00K | 0.03% | 49.00K |
| United capital management of ks | 45.87K | 2.13% | 45.87K |
| Invesco | 200.80K | 0.01% | 43.45K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 111.89K | 0.00% | -136.66K |
| Thrivent financial for lutherans | - | - | -104.36K |
| Hennessy advisors | - | - | -74.10K |
| Altravue capital | 199.82K | 3.34% | -68.75K |
| Capital investors | - | - | -63.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Pertento partners llp | 158.38K | 4.20% | 158.38K | $46.92M |
| United capital management of ks | 45.87K | 2.13% | 45.87K | $13.59M |
| Man group | 42.28K | 0.02% | 42.28K | $8.50M |
| Great lakes advisors | 16.97K | 0.04% | 16.97K | $5.03M |
| Polen capital management | 13.82K | 0.01% | 13.82K | $4.09M |
Sold Out
| Holder | Change |
|---|---|
| Td capital management | -1.00 |
| Toronto dominion bank | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
| Concord wealth partners | -3.00 |
| Global financial private client | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 279 | 6.08% | 18,886,886 | 0.62% | 94 | 1.07% | 153 | 21.43% | 88 | -5.38% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Stock Selector Small Cap | 292.64K | 1.47% | -29.20K |
| First Trust RBA Amer Indl RenaisTM ETF | 287.44K | 1.45% | 1.80K |
| Vanguard Total Stock Mkt Idx Inv | 282.29K | 1.42% | -8.38K |
| Fidelity Series Small Cap Opps | 252.17K | 1.27% | -18.60K |
| Vanguard US Total Market Shares ETF | 251.94K | 1.26% | - |
| Strategic Advisers Fidelity US TtlStk | 234.40K | 1.18% | 770.00 |
| Fidelity Small Cap Value Fund | 232.91K | 1.17% | - |
| iShares Russell 2000 ETF | 218.20K | 1.10% | - |
| Vanguard Small Cap Index | 216.91K | 1.09% | -1.28K |
| Fidelity Small Cap Discovery | 203.99K | 1.03% | 6.40K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 15, 2025 | GENDELL JEFFREY L ET AL | Executive Chairman | Sell | $2.59M |
| Sep 10, 2025 | GENDELL JEFFREY L ET AL | Executive Chairman | Sell | $710.87K |
| Sep 10, 2025 | GENDELL JEFFREY L ET AL | Executive Chairman | Sell | $7.53M |
| Sep 10, 2025 | GENDELL JEFFREY L ET AL | Executive Chairman | Sell | $3.54M |
| Sep 10, 2025 | GENDELL JEFFREY L ET AL | Executive Chairman | Sell | $162.75K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | 58 |
| 2025 Q2 | - | 5 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 10 |
IESC Ownership FAQ
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