IESCNasdaqElectrical WorkFiscal year ends September 30
IES Holdings, Inc.
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$250.82−1.14 (-0.45%)
Close on Oct 19, 2026
- Market cap
- $5.07B
- P/E (TTM)
- 16.7
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
96.9%
19M of 20M shares
Institutional holders
413
106 new, 35 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 144 sales
Net sold $255.79M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| FMR LLC | 2,371,746 | 11.90% | 13G (passive) amendment | Mar 31, 2026 |
| Jeffrey L. Gendell | 20,813,118 | 51.70% | 13D (active) amendment | Oct 5, 2026 |
| Abigail P. Johnson | 2,066,431 | 10.40% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IESC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Gendell Jeffrey L | 10,293,528 | 51.66% | $7.56B | −46,720 | 66.79% |
| FMR LLC | 2,245,587 | 11.27% | $1.65B | −126,158 | 0.07% |
| BlackRock, Inc. | 883,520 | 4.43% | $649.09M | +173,949 | 0.01% |
| Dimensional Fund Advisors LP | 420,423 | 2.11% | $308.86M | −37,526 | 0.06% |
| Vanguard Capital Management LLC | 401,936 | 2.02% | $295.29M | +3,007 | 0.01% |
| Vanguard Portfolio Management LLC | 380,318 | 1.91% | $279.40M | −12,251 | 0.01% |
| First Trust Advisors LP | 346,730 | 1.74% | $254.73M | −2,433 | 0.15% |
| State Street Corp | 274,069 | 1.38% | $201.35M | +66,525 | 0.01% |
| Geode Capital Management, LLC | 266,996 | 1.34% | $196.18M | −28,846 | 0.01% |
| Capital International Investors | 205,596 | 1.03% | $151.04M | New | 0.03% |
| UBS Group AG | 198,559 | 1.00% | $145.87M | +20,160 | 0.02% |
| Pertento Partners LLP | 168,457 | 0.85% | $123.76M | −62,782 | 6.67% |
| Morgan Stanley | 154,221 | 0.77% | $113.30M | −23,369 | 0.01% |
| Royce & Associates LP | 149,029 | 0.75% | $109.49M | – | 0.88% |
| Thrivent Financial for Lutherans | 144,735 | 0.73% | $106.33K | −7,932 | 0.18% |
| Arrowstreet Capital, Limited Partnership | 126,625 | 0.64% | $93.03M | −29,768 | 0.04% |
| Franklin Resources Inc | 126,514 | 0.63% | $92.94M | −38,660 | 0.02% |
| Invesco Ltd. | 121,781 | 0.61% | $89.47M | +44,079 | 0.01% |
| Norges Bank | 107,286 | 0.54% | $78.82M | New | 0.01% |
| Goldman Sachs Group Inc | 107,112 | 0.54% | $78.69M | +38,395 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 413 | 19M | 96.9% | 106 / 121 | 143 / 35 | 1M | 1M |
| Q1 2026 | 349 | 19M | 96.3% | 59 / 133 | 106 / 46 | 2M | 1M |
| Q4 2025 | 343 | 19M | 95.5% | 64 / 124 | 102 / 37 | 1M | 1M |
| Q3 2025 | 321 | 19M | 96.4% | 82 / 96 | 94 / 29 | 1M | 1M |
| Q2 2025 | 273 | 19M | 96.0% | 72 / 87 | 87 / 39 | 1M | 1M |
| Q1 2025 | 243 | 19M | 94.9% | 39 / 84 | 91 / 49 | 1M | 1M |
| Q4 2024 | 255 | 18M | 92.5% | 50 / 90 | 85 / 30 | 1M | 1M |
| Q3 2024 | 238 | 18M | 92.8% | 71 / 67 | 71 / 28 | 2M | 1M |
| Q2 2024 | 197 | 18M | 92.3% | 55 / 69 | 59 / 14 | 1M | 2M |
| Q1 2024 | 157 | 19M | 94.3% | 41 / 44 | 53 / 17 | 1M | 1M |
| Q4 2023 | 133 | 18M | 91.7% | 22 / 51 | 43 / 5 | 1M | 0M |
| Q3 2023 | 116 | 18M | 89.0% | 17 / 49 | 30 / 2 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of IESC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Strategic Advisers Fidelity U.S. Total Stock Fund | 404,894 | 2.03% | $274.66M | 0.11% | May 31, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 316,456 | 1.59% | $232.49M | 2.02% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 284,999 | 1.43% | $209.38M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 205,695 | 1.03% | $151.12M | 0.08% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 200,019 | 1.00% | $146.95M | 0.16% | Jun 30, 2026 |
| Fidelity Capital and Income Fund | 194,700 | 0.98% | $144.96M | 0.93% | Jul 31, 2026 |
| Fidelity Stock Selector Small Cap Fund | 164,919 | 0.83% | $122.79M | 1.66% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 159,581 | 0.80% | $118.81M | 0.60% | Jul 31, 2026 |
| Fidelity Leveraged Company Stock Fund | 158,000 | 0.79% | $117.64M | 2.91% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 118,578 | 0.60% | $87.11M | 0.19% | Jun 30, 2026 |
| Fidelity Series Small Cap Opportunities Fund | 113,329 | 0.57% | $84.38M | 1.78% | Jul 31, 2026 |
| Fidelity Small Cap Discovery Fund | 107,545 | 0.54% | $80.07M | 3.53% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 100,531 | 0.50% | $73.86M | 0.08% | Jun 30, 2026 |
| Fidelity Series Small Cap Discovery Fund | 93,936 | 0.47% | $69.94M | 3.57% | Jul 31, 2026 |
| Fidelity Blue Chip Growth Fund | 87,718 | 0.44% | $65.31M | 0.07% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jeffrey L. Et Al Gendell | Executive Chairman, Director, 10% owner | 10,965,090 | 55.03% | Jun 16, 2026 |
| Tracy McLauchlin | SVP & CFO | 62,525 | 0.31% | May 12, 2026 |
| Matthew J. Simmes | President and CEO | 89,936 | 0.45% | May 7, 2026 |
| Matthew Michael Allen | Chief Technical Officer | 1,098 | 0.01% | Dec 18, 2025 |
| Mary K. Newman | SVP, CAO and General Counsel | 22,508 | 0.11% | Dec 12, 2025 |
| John Louis Fouts | Director | 8,488 | 0.04% | Jul 6, 2026 |
| Jennifer A. Baldock | Director | 5,990 | 0.03% | Jul 6, 2026 |
| David B. Gendell | Director | 116,821 | 0.59% | Jul 6, 2026 |
| Joe D. Koshkin | Director | 44,895 | 0.23% | Jul 6, 2026 |
| Kelly Janzen | Director | 263 | 0.00% | Jul 6, 2026 |
| Todd M. Cleveland | Director | 60,911 | 0.31% | Jul 6, 2026 |
| IES Holdings, Inc. | Director | 87,336 | 0.44% | Aug 14, 2025 |
| Tontine Capital Overseas Master Fund Ii, L.P. | 10% owner | 10,789,794 | 54.15% | Jun 16, 2026 |
| Tontine Associates, LLC | 10% owner | 10,425,788 | 52.33% | Jun 16, 2026 |
| Tontine Capital Overseas GP, LLC | 10% owner | 10,587,161 | 53.14% | Jun 16, 2026 |
| Management Llc Tontine | 10% owner | 10,769,717 | 54.05% | Jun 16, 2026 |
| Capital Management Llc Tontine | 10% owner | 10,618,190 | 53.29% | Jun 16, 2026 |
| Tontine Asset Associates, L.L.C. | 10% owner | 10,777,414 | 54.09% | Jun 16, 2026 |
| Capital Partners L. P. Tontine | 10% owner | 10,486,049 | 52.63% | Jun 16, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John Louis Fouts Director | Jul 1, 2026 | Award | +69 | – | – | 8,488 |
| Todd M. Cleveland Director | Jul 1, 2026 | Award | +37 | – | – | 60,911 |
| Jennifer A. Baldock Director | Jul 1, 2026 | Award | +36 | – | – | 5,615 |
| Kelly Janzen Director | Jul 1, 2026 | Award | +34 | – | – | 263 |
| Joe D. Koshkin Director | Jul 1, 2026 | Award | +39 | – | – | 44,895 |
| David B. Gendell Director | Jul 1, 2026 | Award | +34 | – | – | 70,821 |
| Tontine Associates, LLC 10% owner | Jun 12, 2026 | Sale | −7,491 | $758.74 | $5.68M | 10,425,788 |
| Tontine Associates, LLC 10% owner | Jun 12, 2026 | Sale | −2,509 | $761.73 | $1.91M | 10,413,279 |
| Tontine Associates, LLC 10% owner | Jun 12, 2026 | Sale | −10,000 | $760.47 | $7.60M | 10,415,788 |
| Tontine Associates, LLC 10% owner | Jun 12, 2026 | Sale | −6,720 | $764.54 | $5.14M | 10,406,559 |
| Tontine Associates, LLC 10% owner | Jun 12, 2026 | Sale | −4 | $752.18 | $3.01K | 10,433,279 |
| Tontine Associates, LLC 10% owner | Jun 12, 2026 | Sale | −19,996 | $750.24 | $15.00M | 10,433,283 |
| Todd M. Cleveland Director | Jun 12, 2026 | Sale | −1,100 | $760.41 | $836.45K | 64,774 |
| Todd M. Cleveland Director | Jun 12, 2026 | Sale | −1,200 | $761.31 | $913.57K | 63,574 |
| Todd M. Cleveland Director | Jun 12, 2026 | Sale | −1,200 | $762.01 | $914.41K | 62,374 |
| Todd M. Cleveland Director | Jun 12, 2026 | Sale | −1,500 | $763.35 | $1.15M | 60,874 |
| Tontine Associates, LLC 10% owner | May 27, 2026 | Sale | −6,000 | $702.65 | $4.22M | 10,477,589 |
| Tontine Associates, LLC 10% owner | May 27, 2026 | Sale | −2,250 | $703.51 | $1.58M | 10,475,339 |
| Tontine Associates, LLC 10% owner | May 27, 2026 | Sale | −2,809 | $710.14 | $1.99M | 10,453,279 |
| Tontine Associates, LLC 10% owner | May 27, 2026 | Sale | −7,000 | $708.10 | $4.96M | 10,456,088 |
| Tontine Associates, LLC 10% owner | May 27, 2026 | Sale | −4,000 | $706.60 | $2.83M | 10,463,088 |
| Tontine Associates, LLC 10% owner | May 27, 2026 | Sale | −8,251 | $705.38 | $5.82M | 10,467,088 |
| Tontine Associates, LLC 10% owner | May 26, 2026 | Sale | −49 | $703.89 | $34.49K | 10,483,589 |
| Tontine Associates, LLC 10% owner | May 26, 2026 | Sale | −2,006 | $702.24 | $1.41M | 10,483,638 |
| Capital Partners L. P. Tontine 10% owner | May 14, 2026 | Sale | −8,189 | $697.47 | $5.71M | 10,486,049 |
| Capital Partners L. P. Tontine 10% owner | May 14, 2026 | Sale | −405 | $698.03 | $282.70K | 10,485,644 |
| Capital Partners L. P. Tontine 10% owner | May 14, 2026 | Sale | −2,000 | $683.09 | $1.37M | 10,523,005 |
| Capital Partners L. P. Tontine 10% owner | May 14, 2026 | Sale | −4,154 | $694.82 | $2.89M | 10,494,238 |
| Capital Partners L. P. Tontine 10% owner | May 14, 2026 | Sale | −15,846 | $693.89 | $11.00M | 10,498,392 |
| Capital Partners L. P. Tontine 10% owner | May 14, 2026 | Sale | −8,767 | $692.90 | $6.07M | 10,514,238 |
| Capital Partners L. P. Tontine 10% owner | May 13, 2026 | Sale | −15,000 | $692.71 | $10.39M | 10,525,005 |
| Tracy McLauchlin SVP & CFO | May 8, 2026 | Sale | −3,000 | $662.61 | $1.99M | 62,525 |
| Todd M. Cleveland Director | May 8, 2026 | Sale | −3,118 | $665.41 | $2.07M | 67,843 |
| Todd M. Cleveland Director | May 8, 2026 | Sale | −68 | $663.56 | $45.12K | 70,961 |
| Todd M. Cleveland Director | May 8, 2026 | Sale | −1,122 | $662.87 | $743.74K | 71,029 |
| Todd M. Cleveland Director | May 8, 2026 | Sale | −936 | $661.76 | $619.41K | 72,151 |
| Todd M. Cleveland Director | May 8, 2026 | Sale | −4,308 | $660.23 | $2.84M | 73,087 |
| Todd M. Cleveland Director | May 8, 2026 | Sale | −100 | $668.83 | $66.88K | 66,617 |
| Todd M. Cleveland Director | May 8, 2026 | Sale | −500 | $667.74 | $333.87K | 66,717 |
| Todd M. Cleveland Director | May 8, 2026 | Sale | −200 | $672.00 | $134.40K | 65,817 |
| Todd M. Cleveland Director | May 8, 2026 | Sale | −400 | $671.14 | $268.46K | 66,017 |
| Todd M. Cleveland Director | May 8, 2026 | Sale | −626 | $666.54 | $417.25K | 67,217 |
| Todd M. Cleveland Director | May 8, 2026 | Sale | −200 | $670.35 | $134.07K | 66,417 |
| Tontine Associates, LLC 10% owner | May 8, 2026 | Sale | −5,000 | $674.98 | $3.37M | 10,540,005 |
| Tontine Associates, LLC 10% owner | May 8, 2026 | Sale | −52 | $673.47 | $35.02K | 10,545,005 |
| Tontine Associates, LLC 10% owner | May 8, 2026 | Sale | −2,000 | $672.45 | $1.34M | 10,545,057 |
| Tontine Associates, LLC 10% owner | May 7, 2026 | Sale | −1 | $677.47 | $677 | 10,547,057 |
| Todd M. Cleveland Director | May 6, 2026 | Sale | −495 | $683.30 | $338.23K | 77,395 |
| Todd M. Cleveland Director | May 6, 2026 | Sale | −157 | $683.17 | $107.26K | 77,890 |
| Todd M. Cleveland Director | May 6, 2026 | Sale | −129 | $680.00 | $87.72K | 78,047 |
| Todd M. Cleveland Director | May 6, 2026 | Sale | −141 | $675.00 | $95.18K | 78,176 |
| Tontine Associates, LLC 10% owner | May 6, 2026 | Sale | −4,000 | $671.22 | $2.68M | 10,581,161 |
| Tontine Associates, LLC 10% owner | May 6, 2026 | Sale | −2,000 | $670.03 | $1.34M | 10,585,161 |
| Tontine Associates, LLC 10% owner | May 6, 2026 | Sale | −1,006 | $686.41 | $690.53K | 10,547,058 |
| Tontine Associates, LLC 10% owner | May 6, 2026 | Sale | −4,000 | $684.33 | $2.74M | 10,548,064 |
| Tontine Associates, LLC 10% owner | May 6, 2026 | Sale | −7,206 | $682.71 | $4.92M | 10,552,064 |
| Tontine Associates, LLC 10% owner | May 6, 2026 | Sale | −2,788 | $681.30 | $1.90M | 10,559,270 |
| Tontine Associates, LLC 10% owner | May 6, 2026 | Sale | −103 | $678.29 | $69.86K | 10,562,058 |
| Tontine Associates, LLC 10% owner | May 6, 2026 | Sale | −5,000 | $677.16 | $3.39M | 10,562,161 |
| Tontine Associates, LLC 10% owner | May 6, 2026 | Sale | −3,000 | $675.62 | $2.03M | 10,567,161 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Todd M. Cleveland Director | Jun 12, 2026 | 15,000 | $11.25M | Jun 12, 2026 | open market |
| Todd M. Cleveland Director | May 11, 2026 | 10,000 | $6.63M | May 8, 2026 | OPEN MARKET |
| Mclauchlin Tracy Affiliate | May 8, 2026 | 3,000 | $2.00M | May 8, 2026 | Vesting of Employee Stock Award |
| Matthew J. Simmes Officer | May 5, 2026 | 7,000 | $4.60M | May 5, 2026 | Compensation |
| Todd M. Cleveland Director | Feb 24, 2026 | 10,000 | $5.15M | Feb 24, 2026 | OPEN MARKET |
| Matthew J. Simmes Officer | Feb 18, 2026 | 5,000 | $2.53M | Feb 18, 2026 | Grant |
| Mary K. Newman Officer | Dec 12, 2025 | 2,000 | $955.71K | Dec 11, 2025 | Vested PSU's |
| David B. Gendell Director | Dec 10, 2025 | 17,867 | $8.24M | Dec 10, 2025 | Distributed Shares Through Limited Partnership |
| Joe D. Koshkin Director | Dec 9, 2025 | 5,000 | $2.21M | Dec 9, 2025 | Compensation |
| McLauchlin Tracy CFO | Dec 2, 2025 | 5,000 | $20.70M | Dec 2, 2025 | Stock Award Vesting |
| Matthew J. Simmes Officer | Dec 1, 2025 | 10,000 | $4.06M | Dec 1, 2025 | Compensation |
| Mary K. Newman Officer | Aug 19, 2025 | 3,000 | $985.83K | Aug 19, 2025 | Equity Compensation |
| Todd M. Cleveland Director | Aug 13, 2025 | 30,000 | $10.32M | Aug 12, 2025 | Open Market |
| McLauchlin Tracy CFO | Aug 11, 2025 | 5,000 | $1.72M | Aug 11, 2025 | Stock Award Vesting |
| McLauchlin Tracy CFO | Dec 11, 2024 | 5,000 | $1.29M | Dec 11, 2024 | Stock Award Vesting |