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, Q1 2024
Institutional positions in Powell Industries Inc as of Mar 31, 2024. 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
- 236
- +55 vs. Q4 2023
- Shares held
- 9.50M
- +1.18M (+14.3%) vs. Q4 2023
- Total value
- $1.32B
- +$584.2M (+79.5%) vs. Q4 2023
- New holders
- 76
- 73 more added
- Sold out
- 21
- 72 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Powell Industries Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $142 | 0.00% | +1 | New |
| Rothschild Investment LLC | 1 | $142 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $143 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $143 | 0.00% | +1 | New |
| WR Wealth Planners, LLC | 2 | $285 | 0.00% | +2 | New |
| Umb Bank N A | 4 | $569 | 0.00% | +4 | New |
| C M Bidwell & Associates Ltd | 4 | $569 | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 4 | $570 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 6 | $854 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8 | $1.14K | 0.00% | +8 | New |
| Continuum Advisory, LLC | 7 | $1.16K | 0.00% | +7 | New |
| Anchor Investment Management, LLC | 20 | $2.85K | 0.00% | +20 | New |
| Allworth Financial LP | 21 | $2.99K | 0.00% | +3+16.7% | Added |
| Frazier Financial Advisors, LLC | 22 | $3.13K | 0.00% | +12+120.0% | Added |
| Blue Bell Private Wealth Management, LLC | 22 | $3.13K | 0.00% | +22 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $3.27K | 0.00% | +23 | New |
| Fortitude Family Office, LLC | 23 | $3.27K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 28 | $3.98K | 0.00% | +2+7.7% | Added |
| LGT Financial Advisors LLC | 29 | $4.13K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 32 | $4.55K | 0.00% | −97−75.2% | Reduced |
| Group One Trading, L.P. | 39 | $5.55K | 0.00% | +39 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40 | $5.69K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 41 | $5.83K | 0.00% | +41 | New |
| Private Wealth Management Group, LLC | 49 | $6.97K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 49 | $6.97K | 0.00% | +20+69.0% | Added |
| Macroview Investment Management LLC | 62 | $8.84K | 0.01% | +62 | New |
| Assetmark, Inc | 74 | $10.5K | 0.00% | −15−16.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 100 | $14.2K | 0.00% | +100 | New |
| Harbor Investment Advisory, LLC | 125 | $17.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 170 | $24.2K | 0.00% | +140+466.7% | Added |
| Quadrant Capital Group LLC | 193 | $27.5K | 0.00% | +80+70.8% | Added |
| Covestor Ltd | 193 | $28.0K | 0.02% | −167−46.4% | Reduced |
| Quest Partners LLC | 198 | $28.2K | 0.00% | +198 | New |
| GAMMA Investing LLC | 207 | $29.5K | 0.01% | −70−25.3% | Reduced |
| The PNC Financial Services Group, Inc. | 288 | $41.0K | 0.00% | +19+7.1% | Added |
| nVerses Capital, LLC | 300 | $42.7K | 0.10% | +300 | New |
| Plato Investment Management Ltd | 354 | $50.4K | 0.01% | +354 | New |
| State of Wyoming | 459 | $65.3K | 0.01% | −466−50.4% | Reduced |
| Metropolitan Life Insurance Co | 482 | $68.6K | 0.00% | −82−14.5% | Reduced |
| Tower Research Capital LLC (TRC) | 717 | $102.0K | 0.00% | −2,117−74.7% | Reduced |
| National Bank of Canada | 735 | $123.6K | 0.00% | −359−32.8% | Reduced |
| Ameritas Investment Partners, Inc. | 949 | $135.0K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 1,439 | $204.8K | 0.08% | +1,439 | New |
| Caxton Associates LP | 1,488 | $211.7K | 0.01% | +1,488 | New |
| Diversified Trust Co | 1,489 | $211.9K | 0.01% | +1,489 | New |
| BCJ Capital Management, LLC | 1,492 | $212.3K | 0.02% | +1,492 | New |
| Schonfeld Strategic Advisors LLC | 1,500 | $213.4K | 0.00% | +1,500 | New |
| Pictet Asset Management Holding SA | 1,579 | $224.7K | 0.00% | +1,579 | New |
| Mutual of America Capital Management LLC | 1,588 | $226.0K | 0.00% | +1,588 | New |
| Triasima Portfolio Management inc. | 1,615 | $229.8K | 0.02% | +1,615 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,651 | $234.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,703 | $242.0K | 0.00% | +1,607+1,674.0% | Added |
| Scotia Capital Inc. | 1,710 | $243.3K | 0.00% | +1,710 | New |
| Nebula Research & Development LLC | 1,798 | $255.9K | 0.06% | +1,798 | New |
| State Board of Administration of Florida Retirement System | 6,175 | $263.0K | 0.00% | +3,550+135.2% | Added |
| Verition Fund Management LLC | 1,850 | $263.3K | 0.00% | +1,850 | New |
| ProShare Advisors LLC | 1,867 | $265.7K | 0.00% | +1,867 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,990 | $283.2K | 0.00% | +1,990 | New |
| Amundi | 2,218 | $284.2K | 0.00% | +430+24.0% | Added |
| CWA Asset Management Group, LLC | 2,048 | $291.4K | 0.02% | +2,048 | New |
| Jefferies Financial Group Inc. | 2,060 | $293.1K | 0.01% | +2,060 | New |
| Bailard, Inc. | 2,061 | $293.3K | 0.01% | +2,061 | New |
| Eqis Capital Management, Inc. | 2,087 | $297.1K | 0.02% | −772−27.0% | Reduced |
| Avantax Advisory Services, Inc. | 2,258 | $321.3K | 0.00% | +2,258 | New |
| Alps Advisors Inc | 2,288 | $325.6K | 0.00% | −1,552−40.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,310 | $328.7K | 0.00% | +2,310 | New |
| Cornerstone Investment Partners, LLC | 2,332 | $331.8K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,335 | $332.3K | 0.30% | −198−7.8% | Reduced |
| Private Trust Co NA | 2,375 | $338.0K | 0.04% | +200+9.2% | Added |
| Harbor Capital Advisors, Inc. | 2,389 | $340.0K | 0.04% | +2,389 | New |
| Kestra Private Wealth Services, LLC | 2,423 | $344.8K | 0.01% | +2,423 | New |
| Teachers Retirement System of the State of Kentucky | 2,421 | $345.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 2,474 | $352.1K | 0.01% | −200−7.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,534 | $360.6K | 0.03% | +2,534 | New |
| New York Life Investment Management LLC | 2,541 | $361.6K | 0.00% | +2,541 | New |
| Truvestments Capital LLC | 2,594 | $369.1K | 0.14% | +2,594 | New |
| Invst, LLC | 2,705 | $369.5K | 0.04% | +883+48.5% | Added |
| Arizona State Retirement System | 2,629 | $374.1K | 0.00% | −24−0.9% | Reduced |
| Price T Rowe Associates Inc | 2,630 | $375.0K | 0.00% | +2,630 | New |
| Precision Wealth Strategies, LLC | 2,740 | $389.9K | 0.37% | −515−15.8% | Reduced |
| Pathstone Holdings, LLC | 2,743 | $390.3K | 0.00% | −21−0.8% | Reduced |
| Maryland State Retirement & Pension System | 3,321 | $405.3K | 0.01% | −43−1.3% | Reduced |
| PFG Advisors | 2,883 | $410.3K | 0.03% | +2,883 | New |
| Two Sigma Investments, LP | 2,900 | $412.7K | 0.00% | −1,100−27.5% | Reduced |
| Amalgamated Bank | 2,969 | $422.0K | 0.00% | −496−14.3% | Reduced |
| ExodusPoint Capital Management, LP | 2,989 | $425.0K | 0.01% | −10,302−77.5% | Reduced |
| Great Valley Advisor Group, Inc. | 2,993 | $426.1K | 0.01% | +2,993 | New |
| Tactive Advisors, LLC | 3,082 | $438.6K | 0.23% | +3,082 | New |
| HSBC Holdings PLC | 3,098 | $440.9K | 0.00% | +586+23.3% | Added |
| Daiwa Securities Group Inc. | 3,163 | $450.0K | 0.00% | +3,163 | New |
| Fox Run Management, L.L.C. | 3,371 | $479.7K | 0.10% | +3,371 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,464 | $492.9K | 0.00% | +3,464 | New |
| Oppenheimer & Co Inc | 3,600 | $512.3K | 0.01% | −500−12.2% | Reduced |
| US Bancorp | 3,842 | $546.7K | 0.00% | −1,024−21.0% | Reduced |
| Gsa Capital Partners LLP | 3,909 | $556.0K | 0.04% | −947−19.5% | Reduced |
| Lord, Abbett & Co. LLC | 3,920 | $558.0K | 0.00% | −49,580−92.7% | Reduced |
| Comerica Bank | 3,957 | $563.1K | 0.00% | −208−5.0% | Reduced |
| Horizon Investment Services, LLC | 3,959 | $563.4K | 0.28% | +3,959 | New |
| Aviva PLC | 4,101 | $583.6K | 0.00% | −2,815−40.7% | Reduced |
| Yousif Capital Management, LLC | 4,170 | $593.4K | 0.01% | −877−17.4% | Reduced |