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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 5,620 | $496.0K | 0.01% | −67−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,469 | $483.5K | 0.00% | −1,795−24.7% | Reduced |
| Janus Henderson Group PLC | 5,347 | $472.3K | 0.00% | −8−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 5,339 | $472.0K | 0.01% | −63−1.2% | Reduced |
| Engineers Gate Manager LP | 5,166 | $456.7K | 0.01% | +1,296+33.5% | Added |
| 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 |
| American International Group, Inc. | 4,988 | $440.9K | 0.00% | −41−0.8% | Reduced |
| US Bancorp | 4,866 | $430.2K | 0.00% | +4,689+2,649.2% | Added |
| MetLife Investment Management | 4,859 | $429.5K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,856 | $429.0K | 0.04% | +4,856 | New |
| Simplex Trading, LLC | 4,702 | $415.0K | 0.01% | +2,181+86.5% | Added |
| Two Sigma Securities, LLC | 4,616 | $408.1K | 0.02% | +4,616 | New |
| Louisiana State Employees Retirement System | 4,600 | $406.6K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 4,581 | $405.0K | 0.03% | −720−13.6% | Reduced |
| Deutsche Bank AG | 4,397 | $388.7K | 0.00% | −98−2.2% | Reduced |
| Franklin Resources Inc | 4,384 | $387.5K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 4,345 | $384.1K | 0.00% | +4,345 | New |
| BNP Paribas Arbitrage, SA | 4,327 | $382.5K | 0.00% | −9,776−69.3% | Reduced |
| New York State Common Retirement Fund | 4,277 | $378.1K | 0.00% | +724+20.4% | Added |
| Comerica Bank | 4,165 | $368.2K | 0.00% | −16−0.4% | Reduced |
| Oppenheimer & Co Inc | 4,100 | $362.4K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 4,000 | $353.6K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,926 | $347.0K | 0.00% | +548+16.2% | Added |
| Alps Advisors Inc | 3,840 | $339.5K | 0.00% | −220−5.4% | Reduced |
| UBS Asset Management Americas Inc | 3,807 | $336.5K | 0.00% | +3,807 | New |
| Scientech Research LLC | 3,805 | $335.8K | 0.33% | +3,805 | New |
| State of Wisconsin Investment Board | 3,699 | $327.0K | 0.00% | −5,059−57.8% | Reduced |
| Manufacturers Life Insurance Company, The | 3,637 | $321.5K | 0.00% | −91−2.4% | Reduced |
| Amalgamated Bank | 3,465 | $306.0K | 0.00% | −94−2.6% | Reduced |
| Yorktown Management & Research Co Inc | 3,400 | $300.6K | 0.31% | +3,400 | New |
| Maryland State Retirement & Pension System | 3,364 | $297.4K | 0.01% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 3,255 | $287.7K | 0.28% | +142+4.6% | Added |
| Versor Investments LP | 3,211 | $283.9K | 0.06% | −7,000−68.6% | Reduced |
| Eqis Capital Management, Inc. | 2,859 | $252.7K | 0.02% | +2,859 | New |
| Man Group plc | 2,842 | $251.2K | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 2,834 | $250.5K | 0.00% | +2,664+1,567.1% | Added |
| Pathstone Holdings, LLC | 2,764 | $244.3K | 0.00% | +2,764 | New |
| Oregon Public Employees Retirement Fund | 2,674 | $236.4K | 0.00% | −28−1.0% | Reduced |
| Arizona State Retirement System | 2,653 | $234.5K | 0.00% | −48−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 2,625 | $232.1K | 0.00% | 00.0% | Unchanged |
| Invst, LLC | 1,822 | $229.6K | 0.03% | +1,822 | New |
| Oxford Asset Management LLP | 2,590 | $229.0K | 0.35% | +2,590 | New |
| EntryPoint Capital, LLC | 2,533 | $223.9K | 0.21% | +2,533 | New |
| HSBC Holdings PLC | 2,512 | $222.6K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 2,488 | $219.9K | 0.01% | −3,065−55.2% | Reduced |
| 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 |
| Cornerstone Investment Partners, LLC | 2,332 | $206.1K | 0.01% | +2,332 | New |
| Sherbrooke Park Advisers LLC | 2,313 | $204.5K | 0.10% | +2,313 | New |
| Private Trust Co NA | 2,175 | $192.3K | 0.02% | +2,175 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,651 | $145.9K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,788 | $142.8K | 0.00% | +94+5.5% | Added |
| Aquatic Capital Management LLC | 1,400 | $124.0K | 0.00% | +700+100.0% | Added |
| National Bank of Canada | 1,094 | $98.7K | 0.00% | +12+1.1% | Added |
| Ameritas Investment Partners, Inc. | 949 | $83.9K | 0.00% | +138+17.0% | Added |
| Garner Asset Management Corp | 615 | $82.9K | 0.04% | +615 | New |
| State of Wyoming | 925 | $81.8K | 0.02% | −1,462−61.2% | Reduced |
| Metropolitan Life Insurance Co | 564 | $49.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 277 | $32.8K | 0.01% | +277 | New |
| Covestor Ltd | 360 | $31.0K | 0.02% | −436−54.8% | Reduced |
| AJOVista, LLC | 327 | $28.9K | 0.04% | +327 | New |
| Focused Wealth Management, Inc | 300 | $26.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 269 | $23.8K | 0.00% | −74−21.6% | Reduced |
| Federated Hermes, Inc. | 129 | $11.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 125 | $11.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 113 | $9.99K | 0.00% | −94−45.4% | Reduced |
| CWM, LLC | 96 | $8.00K | 0.00% | +26+37.1% | Added |
| Assetmark, Inc | 89 | $7.87K | 0.00% | +62+229.6% | Added |
| Private Wealth Management Group, LLC | 49 | $4.33K | 0.00% | +49 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40 | $3.49K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 30 | $2.65K | 0.00% | −30−50.0% | Reduced |
| 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 |
| Fifth Third Bancorp | 26 | $2.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $2.03K | 0.00% | +23 | New |
| Allworth Financial LP | 18 | $1.59K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 10 | $884 | 0.00% | +10 | New |
| Farmers & Merchants Investments Inc | 6 | $530 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $354 | 0.00% | −1−20.0% | Reduced |
| Tfo-TDC, LLC | 3 | $265 | 0.00% | 00.0% | Unchanged |
| 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 |