Powell Industries Inc

POWL

Exchange: Nasdaq
Industry: Switchgear & Switchboard Apparatus
SEC CIK: 0000080420

SEC filings (opens in a new tab)

In the last 90 days, Powell Industries Inc insiders filed 0 open-market purchases and 4 sales; 585 institutions reported holding it in 13F filings for Q2 2026, worth $7.85B in total; no superinvestor holds it.

Q4 2023 vs. Q3 2023

How the institutions holding Powell Industries Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of POWL: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	166	1	182	+17
Shares	8.23M	2.91K	8.33M	+98.1K (+1.2%)
Value	$684.4M	$241.1K	$736.0M	+$51.9M (+7.6%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Powell Industries Inc at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to POWL in Q4 2023
Institution	Shares	Value	% of portfolio
Lord, Abbett & Co. LLC	53,500	$4.73M	0.02%
Norges Bank	43,552	$3.85M	0.00%
Susquehanna International Group, LLP	29,367	$2.60M	0.00%
Dynamic Technology Lab Private Ltd	18,491	$1.64M	0.17%
Raymond James & Associates	12,276	$1.09M	0.00%
Mariner, LLC	11,606	$1.03M	0.00%
Jackson Creek Investment Advisors LLC	11,181	$988.0K	0.38%
Point72 Middle East FZE	9,918	$876.8K	0.06%
Carnegie Capital Asset Management, LLC	9,580	$846.9K	0.03%
Quantbot Technologies LP	7,458	$659.3K	0.04%
Centiva Capital, LP	6,553	$579.3K	0.04%
Gsa Capital Partners LLP	4,856	$429.0K	0.04%
Two Sigma Securities, LLC	4,616	$408.1K	0.02%
Raymond James Financial Services Advisors, Inc.	4,345	$384.1K	0.00%
UBS Asset Management Americas Inc	3,807	$336.5K	0.00%
Scientech Research LLC	3,805	$335.8K	0.33%
Yorktown Management & Research Co Inc	3,400	$300.6K	0.31%
Eqis Capital Management, Inc.	2,859	$252.7K	0.02%
Pathstone Holdings, LLC	2,764	$244.3K	0.00%
Invst, LLC	1,822	$229.6K	0.03%
Oxford Asset Management LLP	2,590	$229.0K	0.35%
EntryPoint Capital, LLC	2,533	$223.9K	0.21%
Virtu Financial LLC	2,424	$214.0K	0.02%
Cornerstone Investment Partners, LLC	2,332	$206.1K	0.01%
Sherbrooke Park Advisers LLC	2,313	$204.5K	0.10%
Private Trust Co NA	2,175	$192.3K	0.02%
Garner Asset Management Corp	615	$82.9K	0.04%
GAMMA Investing LLC	277	$32.8K	0.01%
AJOVista, LLC	327	$28.9K	0.04%
Private Wealth Management Group, LLC	49	$4.33K	0.00%
LGT Financial Advisors LLC	29	$2.56K	0.00%
Fortitude Family Office, LLC	23	$2.03K	0.00%
Frazier Financial Advisors, LLC	10	$884	0.00%

Sold out (16)

Institutions that held Powell Industries Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of POWL in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Heartland Advisors Inc	208,359	$19.1M
Pacer Advisors, Inc.	196,253	$16.3M
Jetstream Capital LLC	35,000	$2.90M
1620 Investment Advisors, Inc.	13,997	$1.16M
Whittier Trust Co	10,000	$829.0K
Cornercap Investment Counsel Inc	8,689	$720.3K
XTX Topco Ltd	7,052	$584.6K
Boothbay Fund Management, LLC	6,589	$546.2K
Koshinski Asset Management, Inc.	6,582	$545.6K
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	6,106	$506.2K
Bailard, Inc.	3,700	$306.7K
Occudo Quantitative Strategies LP	3,456	$286.5K
Dorsey Wright & Associates	599	$49.7K
Group One Trading, L.P.	313	$25.9K
West Tower Group, LLC	90	$7.46K
Umb Bank N A	41	$3.40K

Not filed for Q4 2023 yet (1)

Institutions that held Powell Industries Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding POWL in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Advisor Partners II, LLC	2,908	$241.1K