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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 4 sales; 585 institutions reported holding it in 13F filings for Q2 2026, worth $7.85B in total; no superinvestor holds it.

13F holders, Q2 2024

Institutional positions in Powell Industries Inc as of Jun 30, 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
269
+36 vs. Q1 2024
Shares held
11.6M
+2.11M (+22.2%) vs. Q1 2024
Total value
$1.66B
+$344.9M (+26.2%) vs. Q1 2024
New holders
63
95 more added
Sold out
27
91 more reduced

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 269 institutions
Q1 2021: 112 institutionsQ2 2021: 109 institutionsQ3 2021: 106 institutionsQ4 2021: 103 institutionsQ1 2022: 93 institutionsQ2 2022: 94 institutionsQ3 2022: 84 institutionsQ4 2022: 108 institutionsQ1 2023: 117 institutionsQ2 2023: 144 institutionsQ3 2023: 166 institutionsQ4 2023: 182 institutionsQ1 2024: 236 institutionsQ2 2024: 269 institutionsQ3 2024: 326 institutionsQ4 2024: 352 institutionsQ1 2025: 342 institutionsQ2 2025: 375 institutionsQ3 2025: 412 institutionsQ4 2025: 424 institutionsQ1 2026: 478 institutionsQ2 2026: 585 institutions
Value heldQ2 2024: $1.66B
Q1 2021: $273.5MQ2 2021: $252.4MQ3 2021: $251.2MQ4 2021: $306.0MQ1 2022: $198.8MQ2 2022: $176.9MQ3 2022: $154.8MQ4 2022: $268.5MQ1 2023: $333.1MQ2 2023: $480.2MQ3 2023: $684.4MQ4 2023: $736.0MQ1 2024: $1.32BQ2 2024: $1.66BQ3 2024: $2.48BQ4 2024: $2.40BQ1 2025: $1.88BQ2 2025: $2.32BQ3 2025: $3.82BQ4 2025: $3.03BQ1 2026: $5.11BQ2 2026: $7.85B
Institutions holding POWL and their total value by quarter
QuarterHoldersValue
Q2 2026585$7.85B
Q1 2026478$5.11B
Q4 2025424$3.03B
Q3 2025412$3.82B
Q2 2025375$2.32B
Q1 2025342$1.88B
Q4 2024352$2.40B
Q3 2024326$2.48B
Q2 2024269$1.66B
Q1 2024236$1.32B
Q4 2023182$736.0M
Q3 2023166$684.4M
Q2 2023144$480.2M
Q1 2023117$333.1M
Q4 2022108$268.5M
Q3 202284$154.8M
Q2 202294$176.9M
Q1 202293$198.8M
Q4 2021103$306.0M
Q3 2021106$251.2M
Q2 2021109$252.4M
Q1 2021112$273.5M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Powell Industries Inc; share changes are against Q1 2024.

Institutions holding POWL in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Franklin Resources Inc19,601$2.81M0.00%+780+4.1%Added
Options Solutions, LLC19,706$2.83M1.69%+5,241+36.2%Added
Public Sector Pension Investment Board20,285$2.91M0.02%+1,332+7.0%Added
Barclays PLC20,454$2.93M0.00%+10,290+101.2%Added
Russell Investments Group, Ltd.20,465$2.93M0.00%−1,725−7.8%Reduced
Truist Financial Corp22,899$3.28M0.01%−1,819−7.4%Reduced
Gotham Asset Management, LLC22,927$3.29M0.04%+4,375+23.6%Added
Ausbil Investment Management Ltd23,169$3.32M1.53%+18,548+401.4%Added
UBS Asset Management Americas Inc23,656$3.39M0.00%+14,239+151.2%Added
Verition Fund Management LLC23,840$3.42M0.03%+21,990+1,188.6%Added
Allspring Global Investments Holdings, LLC24,271$3.48M0.01%−6,987−22.4%Reduced
Spirepoint Private Client, LLC25,328$3.63M0.51%+503+2.0%Added
Legal & General Group Plc25,492$3.66M0.00%+218+0.9%Added
Rhumbline Advisers26,181$3.75M0.00%−2,066−7.3%Reduced
Stratos Wealth Partners, LTD.26,505$3.80M0.06%+2,143+8.8%Added
Lord, Abbett & Co. LLC26,793$3.84M0.01%+22,873+583.5%Added
Brinker Capital Investments, LLC28,952$4.15M0.04%+28,952New
Orion Portfolio Solutions, LLC28,952$4.15M0.04%+28,952New
Navellier & Associates Inc30,276$4.34M0.51%+1,831+6.4%Added
Hillsdale Investment Management Inc.32,764$4.70M0.37%−5,230−13.8%Reduced
Alliancebernstein L.P.33,656$4.83M0.00%00.0%Unchanged
HRT Financial LP36,361$5.21M0.03%+36,361New
Trexquant Investment LP38,975$5.59M0.09%+14,158+57.0%Added
Susquehanna International Group, LLP40,109$5.75M0.01%+32,964+461.4%Added
Panagora Asset Management Inc40,858$5.86M0.03%+4,054+11.0%Added
Royal Bank of Canada42,589$6.11M0.00%−7,070−14.2%Reduced
Envestnet Asset Management Inc46,816$6.71M0.00%+46,816New
Jane Street Group, LLC46,864$6.72M0.01%+34,528+279.9%Added
Baird Financial Group, Inc.48,685$6.98M0.01%+48,685New
Principal Financial Group Inc48,714$6.99M0.00%−1,583−3.1%Reduced
AQR Capital Management LLC49,182$7.05M0.01%−7,695−13.5%Reduced
Snowden Capital Advisors LLC51,860$7.44M0.22%+51,860New
Hel Ved Capital Management Ltd52,507$7.53M2.65%+24,860+89.9%Added
Eagle Asset Management Inc54,505$7.82M0.04%+54,505New
Qube Research & Technologies Ltd54,710$7.85M0.01%−76,928−58.4%Reduced
Citadel Advisors LLC55,544$7.97M0.01%−41,901−43.0%Reduced
CIBC World Markets Inc.56,134$8.05M0.02%−17,764−24.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.56,545$8.11M0.03%+5,897+11.6%Added
Globeflex Capital L P59,317$8.51M0.89%−8,533−12.6%Reduced
Engine No. 1 LLC61,374$8.80M9.23%+29,300+91.4%Added
Ameriprise Financial Inc62,272$8.93M0.00%+995+1.6%Added
Invesco Ltd.64,597$9.26M0.00%−56,872−46.8%Reduced
Driehaus Capital Management LLC81,295$11.7M0.11%+81,295New
Royce & Associates LP82,276$11.8M0.11%−5,302−6.1%Reduced
Charles Schwab Investment Management Inc83,493$12.0M0.00%+5,829+7.5%Added
Man Group plc93,874$13.5M0.04%−63,434−40.3%Reduced
Northern Trust Corp98,784$14.2M0.00%−3,533−3.5%Reduced
Bank of New York Mellon Corp99,517$14.3M0.00%+1,015+1.0%Added
Goldman Sachs Group Inc105,913$15.2M0.00%−139,323−56.8%Reduced
Nuveen Asset Management, LLC113,168$16.2M0.00%+1,836+1.6%Added
Jacobs Levy Equity Management, Inc120,729$17.3M0.07%+17,179+16.6%Added
Millennium Management LLC135,950$19.5M0.02%−79,894−37.0%Reduced
Ophir Asset Management Pty Ltd136,315$19.5M3.46%+42,283+45.0%Added
Adage Capital Partners GP, L.L.C.149,503$21.4M0.04%+149,503New
Bank of America Corp155,049$22.2M0.00%+132,951+601.6%Added
Arrowstreet Capital, Limited Partnership246,611$35.4M0.03%+50,782+25.9%Added
Geode Capital Management, LLC247,357$35.5M0.00%+14,685+6.3%Added
FMR LLC257,245$36.9M0.00%+110,515+75.3%Added
American Century Companies Inc274,388$39.3M0.02%+35,818+15.0%Added
Mirae Asset Global ETFs Holdings Ltd.275,707$39.5M0.09%+275,707New
Morgan Stanley287,980$41.3M0.00%+154,776+116.2%Added
State Street Corp359,314$51.5M0.00%+7,402+2.1%Added
First Trust Advisors LP404,694$58.0M0.06%+101,444+33.5%Added
Renaissance Technologies LLC413,835$59.3M0.10%−56,500−12.0%Reduced
Pacer Advisors, Inc.471,353$67.6M0.15%−141,776−23.1%Reduced
Dimensional Fund Advisors LP647,827$92.9M0.02%−44,677−6.5%Reduced
Vanguard Group Inc648,002$92.9M0.00%−8,426−1.3%Reduced
BlackRock Inc.1,407,704$201.9M0.00%−41,872−2.9%Reduced
Transform Wealth, LLC1,674,162$240.1M18.02%+1,667,728+25,920.5%Added
Mirae Asset Global Investments Co., Ltd.0$00.00%−311,092−100.0%Sold out
Cerity Partners LLC0$00.00%−80,367−100.0%Sold out
Twinbeech Capital LP0$00.00%−17,525−100.0%Sold out
Quadrature Capital Ltd0$00.00%−13,569−100.0%Sold out
Toroso Investments, LLC0$00.00%−8,226−100.0%Sold out
Texas Permanent School Fund0$00.00%−8,065−100.0%Sold out
Virtu Financial LLC0$00.00%−7,243−100.0%Sold out
ClariVest Asset Management LLC0$00.00%−7,069−100.0%Sold out
FORA Capital, LLC0$00.00%−7,028−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−6,300−100.0%Sold out
American International Group, Inc.0$00.00%−4,995−100.0%Sold out
XTX Topco Ltd0$00.00%−4,971−100.0%Sold out
Simplex Trading, LLC0$00.00%−4,581−100.0%Sold out
Sumitomo Mitsui Trust Holdings, Inc.0$00.00%−3,464−100.0%Sold out
New York Life Investment Management LLC0$00.00%−2,541−100.0%Sold out
Avantax Advisory Services, Inc.0$00.00%−2,258−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−2,060−100.0%Sold out
Amundi0$00.00%−2,218−100.0%Sold out
Nebula Research & Development LLC0$00.00%−1,798−100.0%Sold out
Scotia Capital Inc.0$00.00%−1,710−100.0%Sold out
Corton Capital Inc.0$00.00%−1,439−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−482−100.0%Sold out
State of Wyoming0$00.00%−459−100.0%Sold out
Quest Partners LLC0$00.00%−198−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−100−100.0%Sold out
IFP Advisors, Inc0$00.00%−8−100.0%Sold out
TFC Financial Management0$00.00%−1−100.0%Sold out
Credit Suisse AG––––Not filed
Tactive Advisors, LLC––––Not filed
CWA Asset Management Group, LLC––––Not filed