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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 8,706 | $769.6K | 0.01% | +1,106+14.6% | Added |
| Algert Global LLC | 9,000 | $795.6K | 0.03% | +2,180+32.0% | Added |
| Carnegie Capital Asset Management, LLC | 9,580 | $846.9K | 0.03% | +9,580 | New |
| Wells Fargo & Company | 9,614 | $849.9K | 0.00% | +7,295+314.6% | Added |
| Rodgers Brothers Inc. | 9,750 | $861.9K | 0.14% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 9,808 | $867.0K | 0.00% | −3,800−27.9% | Reduced |
| Point72 Middle East FZE | 9,918 | $876.8K | 0.06% | +9,918 | New |
| California State Teachers Retirement System | 9,966 | $881.0K | 0.00% | −442−4.2% | Reduced |
| Prudential Financial Inc | 10,365 | $916.3K | 0.00% | −158−1.5% | Reduced |
| Credit Suisse AG | 10,404 | $919.7K | 0.00% | +1,543+17.4% | Added |
| Los Angeles Capital Management LLC | 10,777 | $952.7K | 0.00% | −120−1.1% | Reduced |
| Squarepoint Ops LLC | 11,074 | $978.9K | 0.00% | −4,328−28.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 11,181 | $988.0K | 0.38% | +11,181 | New |
| Mariner, LLC | 11,606 | $1.03M | 0.00% | +11,606 | New |
| Range Financial Group LLC | 11,947 | $1.06M | 0.63% | −50−0.4% | Reduced |
| Public Employees Retirement System of Ohio | 12,196 | $1.08M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 12,276 | $1.09M | 0.00% | +12,276 | New |
| Gotham Asset Management, LLC | 12,407 | $1.10M | 0.02% | +5,521+80.2% | Added |
| ExodusPoint Capital Management, LP | 13,291 | $1.18M | 0.01% | +10,239+335.5% | Added |
| Transform Wealth, LLC | 13,751 | $1.22M | 0.12% | −833−5.7% | Reduced |
| Putnam Investments LLC | 14,155 | $1.25M | 0.00% | +5,571+64.9% | Added |
| Trexquant Investment LP | 14,782 | $1.31M | 0.03% | −12,784−46.4% | Reduced |
| Stratos Wealth Partners, LTD. | 17,253 | $1.53M | 0.03% | +9,393+119.5% | Added |
| UBS Group AG | 17,428 | $1.54M | 0.00% | +14,168+434.6% | Added |
| Teacher Retirement System of Texas | 17,941 | $1.59M | 0.01% | +8,874+97.9% | Added |
| Dynamic Technology Lab Private Ltd | 18,491 | $1.64M | 0.17% | +18,491 | New |
| Martingale Asset Management L P | 18,679 | $1.65M | 0.03% | −2,300−11.0% | Reduced |
| Swiss National Bank | 18,700 | $1.65M | 0.00% | −2,200−10.5% | Reduced |
| Public Sector Pension Investment Board | 18,953 | $1.68M | 0.01% | +7,664+67.9% | Added |
| Navellier & Associates Inc | 19,062 | $1.69M | 0.25% | +14,994+368.6% | Added |
| Barclays PLC | 19,218 | $1.70M | 0.00% | +11,007+134.1% | Added |
| Russell Investments Group, Ltd. | 20,420 | $1.81M | 0.00% | −1,612−7.3% | Reduced |
| Jane Street Group, LLC | 21,161 | $1.87M | 0.00% | +18,633+737.1% | Added |
| Bank of America Corp | 22,092 | $1.95M | 0.00% | +10,496+90.5% | Added |
| Tudor Investment Corp Et Al | 23,560 | $2.08M | 0.03% | −6,176−20.8% | Reduced |
| Legal & General Group Plc | 24,737 | $2.19M | 0.00% | −313−1.2% | Reduced |
| SEI Investments Co | 25,793 | $2.28M | 0.00% | −3,012−10.5% | Reduced |
| Assenagon Asset Management S.A. | 28,475 | $2.52M | 0.01% | −30,970−52.1% | Reduced |
| Oberweis Asset Management Inc | 28,600 | $2.53M | 0.24% | +3,200+12.6% | Added |
| Rhumbline Advisers | 28,677 | $2.54M | 0.00% | −1,627−5.4% | Reduced |
| Susquehanna International Group, LLP | 29,367 | $2.60M | 0.00% | +29,367 | New |
| Citadel Advisors LLC | 31,771 | $2.81M | 0.00% | −25,378−44.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 32,994 | $2.92M | 0.01% | −9,211−21.8% | Reduced |
| Van Den Berg Management I, Inc | 34,544 | $3.05M | 1.01% | −2,807−7.5% | Reduced |
| Advisory Research Inc | 35,276 | $3.12M | 0.48% | +6,325+21.8% | Added |
| Panagora Asset Management Inc | 36,874 | $3.26M | 0.02% | +350+1.0% | Added |
| Cubist Systematic Strategies, LLC | 36,932 | $3.26M | 0.04% | +13,833+59.9% | Added |
| EAM Investors, LLC | 38,293 | $3.39M | 0.61% | −35,040−47.8% | Reduced |
| Norges Bank | 43,552 | $3.85M | 0.00% | +43,552 | New |
| Alliancebernstein L.P. | 50,730 | $4.48M | 0.00% | +24,524+93.6% | Added |
| Principal Financial Group Inc | 51,774 | $4.58M | 0.00% | −607−1.2% | Reduced |
| Lord, Abbett & Co. LLC | 53,500 | $4.73M | 0.02% | +53,500 | New |
| Ameriprise Financial Inc | 54,355 | $4.80M | 0.00% | +3,793+7.5% | Added |
| Royal Bank of Canada | 61,290 | $5.42M | 0.00% | +42,084+219.1% | Added |
| Hillsdale Investment Management Inc. | 62,679 | $5.54M | 0.45% | −6,230−9.0% | Reduced |
| Qube Research & Technologies Ltd | 72,637 | $6.42M | 0.01% | +25,450+53.9% | Added |
| Arrowstreet Capital, Limited Partnership | 72,653 | $6.42M | 0.01% | −13,898−16.1% | Reduced |
| Charles Schwab Investment Management Inc | 74,898 | $6.62M | 0.00% | +1,033+1.4% | Added |
| AQR Capital Management LLC | 75,543 | $6.68M | 0.01% | +12,737+20.3% | Added |
| CIBC World Markets Inc. | 82,266 | $7.27M | 0.02% | +79,555+2,934.5% | Added |
| JPMorgan Chase & Co | 91,187 | $8.06M | 0.00% | −393−0.4% | Reduced |
| Globeflex Capital L P | 91,946 | $8.13M | 0.83% | −3,592−3.8% | Reduced |
| Royce & Associates LP | 92,724 | $8.20M | 0.08% | +5,333+6.1% | Added |
| Bank of New York Mellon Corp | 101,767 | $9.00M | 0.00% | −71,023−41.1% | Reduced |
| Northern Trust Corp | 101,772 | $9.00M | 0.00% | +2,513+2.5% | Added |
| Jacobs Levy Equity Management, Inc | 106,964 | $9.46M | 0.05% | −21,053−16.4% | Reduced |
| Nuveen Asset Management, LLC | 114,238 | $10.1M | 0.00% | −7,334−6.0% | Reduced |
| Invesco Ltd. | 148,647 | $13.1M | 0.00% | −8,305−5.3% | Reduced |
| FMR LLC | 156,748 | $13.9M | 0.00% | +18,151+13.1% | Added |
| American Century Companies Inc | 167,209 | $14.8M | 0.01% | +65,351+64.2% | Added |
| Goldman Sachs Group Inc | 177,565 | $15.7M | 0.00% | +21,321+13.6% | Added |
| Millennium Management LLC | 179,784 | $15.9M | 0.02% | +14,781+9.0% | Added |
| First Trust Advisors LP | 186,062 | $16.4M | 0.02% | +1,726+0.9% | Added |
| Acadian Asset Management LLC | 192,543 | $17.0M | 0.07% | +3,096+1.6% | Added |
| Geode Capital Management, LLC | 206,243 | $18.2M | 0.00% | +9,979+5.1% | Added |
| Morgan Stanley | 221,862 | $19.6M | 0.00% | +60,390+37.4% | Added |
| State Street Corp | 340,069 | $30.1M | 0.00% | −4,650−1.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 369,917 | $32.7M | 0.07% | −10,260−2.7% | Reduced |
| Renaissance Technologies LLC | 375,835 | $33.2M | 0.05% | −8,100−2.1% | Reduced |
| Vanguard Group Inc | 639,251 | $56.5M | 0.00% | +45,342+7.6% | Added |
| Dimensional Fund Advisors LP | 807,985 | $71.4M | 0.02% | +9,177+1.1% | Added |
| BlackRock Inc. | 1,452,142 | $128.4M | 0.00% | +42,770+3.0% | Added |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −208,359−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −196,253−100.0% | Sold out |
| Jetstream Capital LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| 1620 Investment Advisors, Inc. | 0 | $0 | 0.00% | −13,997−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −8,689−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,052−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −6,589−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −6,582−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −6,106−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,456−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −313−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |