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.

Q1 2024 vs. Q4 2023

How the institutions holding Powell Industries Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of POWL: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	182	1	236	+55
Shares	8.33M	14.2K	9.50M	+1.18M (+14.3%)
Value	$736.0M	$1.25M	$1.32B	+$584.2M (+79.5%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (76)

Institutions that held Powell Industries Inc at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to POWL in Q1 2024
Institution	Shares	Value	% of portfolio
Pacer Advisors, Inc.	613,129	$87.2M	0.20%
Ophir Asset Management Pty Ltd	94,032	$13.4M	2.34%
Cerity Partners LLC	80,367	$11.4M	0.03%
Engine No. 1 LLC	32,074	$4.56M	5.40%
Hel Ved Capital Management Ltd	27,647	$3.93M	0.98%
Spirepoint Private Client, LLC	24,825	$3.53M	0.54%
Twinbeech Capital LP	17,525	$2.49M	0.05%
Options Solutions, LLC	14,465	$2.06M	1.17%
Quadrature Capital Ltd	13,569	$1.93M	0.03%
Commonwealth Equity Services, LLC	11,439	$1.63M	0.00%
LPL Financial LLC	9,543	$1.36M	0.00%
Chartwell Investment Partners, LLC	8,904	$1.27M	0.04%
Bayesian Capital Management, LP	8,619	$1.23M	0.12%
Toroso Investments, LLC	8,226	$1.17M	0.02%
FORA Capital, LLC	7,028	$1.00M	0.08%
Cambridge Investment Research Advisors, Inc.	6,687	$952.0K	0.00%
Savant Capital, LLC	6,614	$941.2K	0.01%
Zacks Investment Management	6,421	$913.7K	0.01%
CWM Advisors, LLC	6,316	$898.8K	0.09%
Hussman Strategic Advisors, Inc.	6,300	$896.5K	0.21%
Harvest Investment Services, LLC	6,124	$871.4K	0.35%
Victory Capital Management Inc	5,253	$747.5K	0.00%
XTX Topco Ltd	4,971	$707.4K	0.10%
Ausbil Investment Management Ltd	4,621	$631.3K	0.32%
Guidance Capital, Inc	4,739	$599.6K	0.22%
Horizon Investment Services, LLC	3,959	$563.4K	0.28%
Sumitomo Mitsui Trust Holdings, Inc.	3,464	$492.9K	0.00%
Fox Run Management, L.L.C.	3,371	$479.7K	0.10%
Daiwa Securities Group Inc.	3,163	$450.0K	0.00%
Tactive Advisors, LLC	3,082	$438.6K	0.23%
Great Valley Advisor Group, Inc.	2,993	$426.1K	0.01%
PFG Advisors	2,883	$410.3K	0.03%
Price T Rowe Associates Inc	2,630	$375.0K	0.00%
Truvestments Capital LLC	2,594	$369.1K	0.14%
New York Life Investment Management LLC	2,541	$361.6K	0.00%
Y-Intercept (Hong Kong) Ltd	2,534	$360.6K	0.03%
Kestra Private Wealth Services, LLC	2,423	$344.8K	0.01%
Harbor Capital Advisors, Inc.	2,389	$340.0K	0.04%
O'Shaughnessy Asset Management, LLC	2,310	$328.7K	0.00%
Avantax Advisory Services, Inc.	2,258	$321.3K	0.00%
Bailard, Inc.	2,061	$293.3K	0.01%
Jefferies Financial Group Inc.	2,060	$293.1K	0.01%
CWA Asset Management Group, LLC	2,048	$291.4K	0.02%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	1,990	$283.2K	0.00%
ProShare Advisors LLC	1,867	$265.7K	0.00%
Verition Fund Management LLC	1,850	$263.3K	0.00%
Nebula Research & Development LLC	1,798	$255.9K	0.06%
Scotia Capital Inc.	1,710	$243.3K	0.00%
Triasima Portfolio Management inc.	1,615	$229.8K	0.02%
Mutual of America Capital Management LLC	1,588	$226.0K	0.00%
Pictet Asset Management Holding SA	1,579	$224.7K	0.00%
Schonfeld Strategic Advisors LLC	1,500	$213.4K	0.00%
BCJ Capital Management, LLC	1,492	$212.3K	0.02%
Diversified Trust Co	1,489	$211.9K	0.01%
Caxton Associates LP	1,488	$211.7K	0.01%
Corton Capital Inc.	1,439	$204.8K	0.08%
Plato Investment Management Ltd	354	$50.4K	0.01%
nVerses Capital, LLC	300	$42.7K	0.10%
Quest Partners LLC	198	$28.2K	0.00%
Catalyst Funds Management Pty Ltd	100	$14.2K	0.00%
Macroview Investment Management LLC	62	$8.84K	0.01%
Beacon Capital Management, LLC	41	$5.83K	0.00%
Group One Trading, L.P.	39	$5.55K	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	23	$3.27K	0.00%
Blue Bell Private Wealth Management, LLC	22	$3.13K	0.00%
Anchor Investment Management, LLC	20	$2.85K	0.00%
Continuum Advisory, LLC	7	$1.16K	0.00%
IFP Advisors, Inc	8	$1.14K	0.00%
Umb Bank N A	4	$569	0.00%
C M Bidwell & Associates Ltd	4	$569	0.00%
WR Wealth Planners, LLC	2	$285	0.00%
TFC Financial Management	1	$143	0.00%
Abound Wealth Management	1	$143	0.00%
Huntington National Bank	1	$142	0.00%
Rothschild Investment LLC	1	$142	0.00%
1620 Investment Advisors, Inc.	3	–	–

Sold out (21)

Institutions that held Powell Industries Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of POWL in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Norges Bank	43,552	$3.85M
Cubist Systematic Strategies, LLC	36,932	$3.26M
Advisory Research Inc	35,276	$3.12M
Van Den Berg Management I, Inc	34,544	$3.05M
Assenagon Asset Management S.A.	28,475	$2.52M
Tudor Investment Corp Et Al	23,560	$2.08M
Point72 Middle East FZE	9,918	$876.8K
SG Americas Securities, LLC	8,026	$709.0K
Quantbot Technologies LP	7,458	$659.3K
Ellsworth Advisors, LLC	6,637	$586.7K
Centiva Capital, LP	6,553	$579.3K
Two Sigma Securities, LLC	4,616	$408.1K
Yorktown Management & Research Co Inc	3,400	$300.6K
Oxford Asset Management LLP	2,590	$229.0K
Graham Capital Management, L.P.	2,488	$219.9K
Sherbrooke Park Advisers LLC	2,313	$204.5K
Garner Asset Management Corp	615	$82.9K
AJOVista, LLC	327	$28.9K
Focused Wealth Management, Inc	300	$26.5K
Roble, Belko & Company, Inc	6	$1.00K
Tfo-TDC, LLC	3	$265

Not filed for Q1 2024 yet (1)

Institutions that held Powell Industries Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding POWL in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Putnam Investments LLC	14,155	$1.25M