Powell Industries Inc
POWL- Exchange
- Nasdaq
- Industry
- Switchgear & Switchboard Apparatus
- SEC CIK
- 0000080420
In the last 90 days, Powell Industries Inc insiders filed 0 open-market purchases and 5 sales; 585 institutions reported holding it in 13F filings for Q2 2026, worth $7.85B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Powell Industries Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 182
- +17 vs. Q3 2023
- Shares held
- 8.33M
- +98.1K (+1.2%) vs. Q3 2023
- Total value
- $736.0M
- +$51.9M (+7.6%) vs. Q3 2023
- New holders
- 33
- 62 more added
- Sold out
- 16
- 62 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting POWL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 585 | $7.85B |
| Q1 2026 | 478 | $5.11B |
| Q4 2025 | 424 | $3.03B |
| Q3 2025 | 412 | $3.82B |
| Q2 2025 | 375 | $2.32B |
| Q1 2025 | 342 | $1.88B |
| Q4 2024 | 352 | $2.40B |
| Q3 2024 | 326 | $2.48B |
| Q2 2024 | 269 | $1.66B |
| Q1 2024 | 236 | $1.32B |
| Q4 2023 | 182 | $736.0M |
| Q3 2023 | 166 | $684.4M |
| Q2 2023 | 144 | $480.2M |
| Q1 2023 | 117 | $333.1M |
| Q4 2022 | 108 | $268.5M |
| Q3 2022 | 84 | $154.8M |
| Q2 2022 | 94 | $176.9M |
| Q1 2022 | 93 | $198.8M |
| Q4 2021 | 103 | $306.0M |
| Q3 2021 | 106 | $251.2M |
| Q2 2021 | 109 | $252.4M |
| Q1 2021 | 112 | $273.5M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Powell Industries Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 3 | $265 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $354 | 0.00% | −1−20.0% | Reduced |
| Farmers & Merchants Investments Inc | 6 | $530 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 10 | $884 | 0.00% | +10 | New |
| Roble, Belko & Company, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 18 | $1.59K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $2.03K | 0.00% | +23 | New |
| Fifth Third Bancorp | 26 | $2.30K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 29 | $2.56K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 29 | $2.56K | 0.00% | +29 | New |
| Leonteq Securities AG | 30 | $2.65K | 0.00% | −30−50.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40 | $3.49K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $4.33K | 0.00% | +49 | New |
| Assetmark, Inc | 89 | $7.87K | 0.00% | +62+229.6% | Added |
| CWM, LLC | 96 | $8.00K | 0.00% | +26+37.1% | Added |
| Quadrant Capital Group LLC | 113 | $9.99K | 0.00% | −94−45.4% | Reduced |
| Harbor Investment Advisory, LLC | 125 | $11.1K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 129 | $11.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 269 | $23.8K | 0.00% | −74−21.6% | Reduced |
| Focused Wealth Management, Inc | 300 | $26.5K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 327 | $28.9K | 0.04% | +327 | New |
| Covestor Ltd | 360 | $31.0K | 0.02% | −436−54.8% | Reduced |
| GAMMA Investing LLC | 277 | $32.8K | 0.01% | +277 | New |
| Metropolitan Life Insurance Co | 564 | $49.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 925 | $81.8K | 0.02% | −1,462−61.2% | Reduced |
| Garner Asset Management Corp | 615 | $82.9K | 0.04% | +615 | New |
| Ameritas Investment Partners, Inc. | 949 | $83.9K | 0.00% | +138+17.0% | Added |
| National Bank of Canada | 1,094 | $98.7K | 0.00% | +12+1.1% | Added |
| Aquatic Capital Management LLC | 1,400 | $124.0K | 0.00% | +700+100.0% | Added |
| Amundi | 1,788 | $142.8K | 0.00% | +94+5.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,651 | $145.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,175 | $192.3K | 0.02% | +2,175 | New |
| Sherbrooke Park Advisers LLC | 2,313 | $204.5K | 0.10% | +2,313 | New |
| Cornerstone Investment Partners, LLC | 2,332 | $206.1K | 0.01% | +2,332 | New |
| Teachers Retirement System of the State of Kentucky | 2,421 | $214.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,424 | $214.0K | 0.02% | +2,424 | New |
| Graham Capital Management, L.P. | 2,488 | $219.9K | 0.01% | −3,065−55.2% | Reduced |
| HSBC Holdings PLC | 2,512 | $222.6K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,533 | $223.9K | 0.21% | +2,533 | New |
| Oxford Asset Management LLP | 2,590 | $229.0K | 0.35% | +2,590 | New |
| Invst, LLC | 1,822 | $229.6K | 0.03% | +1,822 | New |
| State Board of Administration of Florida Retirement System | 2,625 | $232.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 2,653 | $234.5K | 0.00% | −48−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 2,674 | $236.4K | 0.00% | −28−1.0% | Reduced |
| Pathstone Holdings, LLC | 2,764 | $244.3K | 0.00% | +2,764 | New |
| Tower Research Capital LLC (TRC) | 2,834 | $250.5K | 0.00% | +2,664+1,567.1% | Added |
| Man Group plc | 2,842 | $251.2K | 0.00% | – | – |
| Eqis Capital Management, Inc. | 2,859 | $252.7K | 0.02% | +2,859 | New |
| Versor Investments LP | 3,211 | $283.9K | 0.06% | −7,000−68.6% | Reduced |
| Precision Wealth Strategies, LLC | 3,255 | $287.7K | 0.28% | +142+4.6% | Added |
| Maryland State Retirement & Pension System | 3,364 | $297.4K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 3,400 | $300.6K | 0.31% | +3,400 | New |
| Amalgamated Bank | 3,465 | $306.0K | 0.00% | −94−2.6% | Reduced |
| Manufacturers Life Insurance Company, The | 3,637 | $321.5K | 0.00% | −91−2.4% | Reduced |
| State of Wisconsin Investment Board | 3,699 | $327.0K | 0.00% | −5,059−57.8% | Reduced |
| Scientech Research LLC | 3,805 | $335.8K | 0.33% | +3,805 | New |
| UBS Asset Management Americas Inc | 3,807 | $336.5K | 0.00% | +3,807 | New |
| Alps Advisors Inc | 3,840 | $339.5K | 0.00% | −220−5.4% | Reduced |
| Lazard Asset Management LLC | 3,926 | $347.0K | 0.00% | +548+16.2% | Added |
| Two Sigma Investments, LP | 4,000 | $353.6K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,100 | $362.4K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 4,165 | $368.2K | 0.00% | −16−0.4% | Reduced |
| New York State Common Retirement Fund | 4,277 | $378.1K | 0.00% | +724+20.4% | Added |
| BNP Paribas Arbitrage, SA | 4,327 | $382.5K | 0.00% | −9,776−69.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,345 | $384.1K | 0.00% | +4,345 | New |
| Franklin Resources Inc | 4,384 | $387.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,397 | $388.7K | 0.00% | −98−2.2% | Reduced |
| Winton Group Ltd | 4,581 | $405.0K | 0.03% | −720−13.6% | Reduced |
| Louisiana State Employees Retirement System | 4,600 | $406.6K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,616 | $408.1K | 0.02% | +4,616 | New |
| Simplex Trading, LLC | 4,702 | $415.0K | 0.01% | +2,181+86.5% | Added |
| Gsa Capital Partners LLP | 4,856 | $429.0K | 0.04% | +4,856 | New |
| MetLife Investment Management | 4,859 | $429.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,866 | $430.2K | 0.00% | +4,689+2,649.2% | Added |
| American International Group, Inc. | 4,988 | $440.9K | 0.00% | −41−0.8% | Reduced |
| Truist Financial Corp | 5,047 | $446.2K | 0.00% | −162−3.1% | Reduced |
| Yousif Capital Management, LLC | 5,047 | $446.2K | 0.01% | +499+11.0% | Added |
| Engineers Gate Manager LP | 5,166 | $456.7K | 0.01% | +1,296+33.5% | Added |
| Illinois Municipal Retirement Fund | 5,339 | $472.0K | 0.01% | −63−1.2% | Reduced |
| Janus Henderson Group PLC | 5,347 | $472.3K | 0.00% | −8−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,469 | $483.5K | 0.00% | −1,795−24.7% | Reduced |
| State of Alaska, Department of Revenue | 5,620 | $496.0K | 0.01% | −67−1.2% | Reduced |
| State of Tennessee, Treasury Department | 5,633 | $498.0K | 0.00% | −1,905−25.3% | Reduced |
| D. E. Shaw & Co., Inc. | 5,690 | $503.0K | 0.00% | −1,564−21.6% | Reduced |
| Centiva Capital, LP | 6,553 | $579.3K | 0.04% | +6,553 | New |
| Ellsworth Advisors, LLC | 6,637 | $586.7K | 0.19% | +16+0.2% | Added |
| Aviva PLC | 6,916 | $611.4K | 0.00% | −372−5.1% | Reduced |
| ClariVest Asset Management LLC | 7,057 | $623.8K | 0.03% | +150+2.2% | Added |
| Citigroup Inc | 7,185 | $635.2K | 0.00% | +2,179+43.5% | Added |
| STRS Ohio | 7,200 | $636.0K | 0.00% | −700−8.9% | Reduced |
| Syon Capital LLC | 7,283 | $643.8K | 0.07% | 00.0% | Unchanged |
| Quantbot Technologies LP | 7,458 | $659.3K | 0.04% | +7,458 | New |
| Great West Life Assurance Co | 7,828 | $690.0K | 0.00% | −353−4.3% | Reduced |
| Texas Permanent School Fund | 7,890 | $697.5K | 0.01% | +134+1.7% | Added |
| SG Americas Securities, LLC | 8,026 | $709.0K | 0.01% | +2,695+50.6% | Added |
| Voya Investment Management LLC | 8,036 | $710.4K | 0.00% | +4,253+112.4% | Added |
| New York State Teachers Retirement System | 8,108 | $717.0K | 0.00% | +1,205+17.5% | Added |
| Thrivent Financial for Lutherans | 8,138 | $719.0K | 0.00% | −217−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 8,157 | $721.1K | 0.00% | +5,030+160.9% | Added |
| Valmark Advisers, Inc. | 8,552 | $756.0K | 0.01% | +3,857+82.2% | Added |