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Disclosery

IESC IES HOLDINGS INC

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COM (common), issuer CIK 1048268

340 managers (344 13F filers) reported a position in IESC shares at 2025-12-31, 18,956,116 shares in all. 53 filers opened a position and 37 filers sold out during the quarter.

Managers
340
13F filers
344
New
53
Added
121
Reduced
104
Sold out
37
Shares held by filers
18,956,116

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Comprehensive Financial Planning, Inc./…929$361K0.24%+9813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC926$360K<0.01%new13F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD920$358K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC905$352K<0.01%+25513F-HRTimeline
Callahan Advisors, LLC900$350K0.03%-10013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV890$346K<0.01%+1113F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…874$340K<0.01%new13F-HRTimelineGroup
Atria Investments, Inc856$333K<0.01%-3113F-HRTimeline
XML Financial, LLC851$331K0.03%+30113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd844$328K0.01%new13F-HRTimelineGroup
JB CAPITAL PARTNERS LP841$327K0.06%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…829$322K<0.01%new13F-HRTimelineGroup
Abel Hall, LLC823$320K0.07%new13F-HRTimeline
Cresset Asset Management, LLC814$317K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC784$305K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…755$294K0.01%013F-HRTimelineGroup
CIBC Bancorp USA Inc.group of 2 filers holding754$293K+743Timeline
CIBC Asset Management Inc739$287K<0.01%+10113F-HRTimeline
Insight Wealth Strategies, LLC739$287K0.03%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP736$286K<0.01%013F-HRTimelineGroup
Quantinno Capital Management LP735$286K<0.01%+19113F-HRTimeline
XPONANCE LLC716$279K<0.01%-613F-HRTimeline
Ayrshire Capital Management LLC702$273K0.13%+10713F-HRTimeline
REXFORD CAPITAL INC700$272K0.21%+10013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT695$270K0.03%new13F-HRTimeline
Keebeck Wealth Management695$270K0.03%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC694$270K<0.01%+113F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …693$270K<0.01%-1713F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC673$262K0.02%new13F-HRTimeline
KPP Advisory Services LLC664$258K0.04%+713F-HRTimeline
SkyOak Wealth, LLC658$256K0.05%new13F-HRTimeline
Dynamic Technology Lab Private Ltd654$254K0.06%new13F-HRTimeline
Diametric Capital, LP647$252K0.07%-10313F-HRTimeline
denkapparat Operations GmbH640$249K0.14%013F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)628$245K<0.01%013F-HRTimeline
VISTA FINANCE, LLC621$242K0.16%-3113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…614$239K0.01%+13113F-HRTimelineGroup
Amundiin group Amundi605$235K<0.01%new13F-HRTimelineGroup
Oakwell Private Wealth Management, LLC592$230K0.04%-1,77513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stirlingshire Investments, Inc.586$228K0.2%13F-HRTimeline
Impact Investors, Inc573$223K0.15%013F-HRTimeline
Advyzon Investment Management, LLC565$220K0.03%new13F-HRTimeline
INCEPTIONR LLC544$212K0.06%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS541$210K<0.01%+1813F-HRTimeline
Brooklyn Investment Group527$210K0.01%new13F-HRTimeline
Trek Financial, LLC534$208K0.01%+813F-HRTimeline
Darden Wealth Group Inc520$202K0.1%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA519$202K<0.01%13F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC518$202K0.03%013F-HRTimeline
AlphaQuest LLC512$199K0.01%+6913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp500$195K<0.01%new13F-HRTimelineGroup
Caitong International Asset Management …487$189K0.05%new13F-HR/ATimeline
LOS ANGELES CAPITAL MANAGEMENT LLC455$177K<0.01%new13F-HRTimeline
GLOBEFLEX CAPITAL L P454$177K0.03%013F-HRTimeline
COMERICA BANK418$162K<0.01%+4413F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC414$161K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.400$156K<0.01%+2813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC383$149K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…382$149K<0.01%+10613F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.355$138K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.323$126K0.01%new13F-HRTimeline
IFP Advisors, Inc319$124K<0.01%+10713F-HRTimeline
KBC Group NVin group KBC Group NV303$118K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC280$110K<0.01%+27413F-HRTimeline
AMALGAMATED BANK284$110K<0.01%-513F-HRTimeline
GROUP ONE TRADING LLC262$102K<0.01%+5013F-HRTimeline
GAMMA Investing LLC244$94.9K<0.01%+3113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP241$93.8K<0.01%-3613F-HRTimelineGroup
Catalyst Capital Advisors LLC220$85.6K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\213$82.9K<0.01%013F-HRTimelineGroup
Smithfield Trust Co170$66K<0.01%013F-HRTimeline
Greenline Wealth Management LLC144$56K0.06%13F-HRTimeline
Larson Financial Group LLC132$51.4K<0.01%+12613F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …125$49K<0.01%+3813F-HRTimelineGroup
Global Retirement Partners, LLC124$48.2K<0.01%+4613F-HRTimeline
SBI Securities Co., Ltd.111$43.2K<0.01%+1313F-HRTimeline
NISA INVESTMENT ADVISORS, LLC104$40.5K<0.01%-913F-HRTimeline
Versant Capital Management, Inc103$40.1K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…98$38.1K<0.01%+7713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…98$38.1K<0.01%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.75$29.2K<0.01%-5713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…70$27.2K<0.01%+1013F-HRTimelineGroup
Matrix Trust Co70$27K<0.01%+113F-HRTimeline
True Wealth Design, LLC61$23.7K0.01%013F-HRTimeline
Covestor Ltd57$23K0.01%-5113F-HRTimeline
Sterling Capital Management LLC59$23K<0.01%+3713F-HRTimeline
Root Financial Partners, LLC57$22.2K<0.01%+213F-HRTimeline
Kemnay Advisory Services Inc.56$21.8K<0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…51$20K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC47$19.4K<0.01%new13F-HRTimeline
FIRST HORIZON CORP46$17.9K<0.01%+1713F-HRTimeline
EASTERN BANK46$17.9K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC46$17.9K0.01%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC41$15.9K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC41$15.9K<0.01%-67013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…40$15.6K<0.01%+313F-HR/ATimelineGroup
HARBOR CAPITAL ADVISORS, INC.37$14K<0.01%-113F-HRTimeline
ROTHSCHILD INVESTMENT LLC32$12.4K<0.01%+113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.32$12.4K<0.01%-1913F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/32$12.4K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.31$12.1K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC30$11.7K<0.01%-313F-HRTimeline
Parallel Advisors, LLC28$10.9K<0.01%+213F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise25$10K<0.01%013F-HRTimelineGroup
Essential Partners LLC21$8.17K<0.01%013F-HRTimeline
LRI Investments, LLC20$7.7K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA19$7.39K<0.01%+1513F-HRTimeline
J.Safra Asset Management Corp18$7K<0.01%-313F-HRTimeline
Basecamp Wealth Advisors LLC18$7K<0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC16$6.22K<0.01%+513F-HRTimeline
Arax Advisory Partners16$6.22K<0.01%-13213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16$6.22K<0.01%+913F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO13$5.06K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…12$4.67K<0.01%13F-HRTimeline
Allworth Financial LP11$4.28K<0.01%-213F-HRTimeline
Parkside Financial Bank & Trust10$3.89K<0.01%013F-HRTimeline
Altshuler Shaham Ltd10$3.89K<0.01%-213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10$3.89K<0.01%013F-HRTimelineGroup
Rakuten Securities, Inc.in group Rakuten Group, Inc.8$3.11K<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC7$3K<0.01%-313F-HRTimelineGroup
SageView Advisory Group, LLC7$2.72K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC7$2.72K<0.01%+213F-HRTimeline
Bell Investment Advisors, Inc6$2.33K<0.01%+213F-HRTimeline
DiNuzzo Private Wealth, Inc.6$2.33K<0.01%013F-HRTimeline
Rossby Financial, LCC6$2.33K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC5$1.95K<0.01%013F-HRTimeline
Bare Financial Services, Inc5$1.95K<0.01%013F-HRTimeline
Westfuller Advisors, LLC5$1.83K<0.01%013F-HRTimeline
Bogart Wealth, LLC4$1.56K<0.01%013F-HRTimeline
SHP Wealth Management4$1.56K<0.01%13F-HRTimeline
WPG Advisers, LLC3$1.17K<0.01%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …3$1K<0.01%013F-HRTimelineGroup
Avion Wealth3$1K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.2$779<0.01%013F-HRTimeline
HFM Investment Advisors, LLC2$779<0.01%013F-HRTimeline
Sunbelt Securities, Inc.2$778<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$390<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1$389<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC1$389<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC1$389<0.01%new13F-HRTimeline

Events

  • TONTINE CAPITAL PARTNERS L P and 7 other reporting persons reported 20,813,118 IESC shares, 51.7% of the class, as of 2026-10-05, in a 13D/A filed 2026-10-06. 0001104659-26-114099

    Accepted , ingested