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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
Diversified Trust Co1,618$232.0K0.01%+129+8.7%Added
Cim, LLC1,484$221.7K0.03%+1,484New
Mutual of America Capital Management LLC1,518$217.7K0.00%−70−4.4%Reduced
Aquatic Capital Management LLC1,500$215.1K0.01%−6,900−82.1%Reduced
ProShare Advisors LLC1,426$204.5K0.00%−441−23.6%Reduced
Pictet Asset Management Holding SA1,407$201.8K0.00%−172−10.9%Reduced
Daiwa Securities Group Inc.1,063$152.0K0.00%−2,100−66.4%Reduced
Public Employees Retirement Association of Colorado1,036$149.0K0.00%+1,036New
Ashton Thomas Private Wealth, LLC979$140.4K0.01%+979New
Ameritas Investment Partners, Inc.949$136.1K0.00%00.0%Unchanged
National Bank of Canada723$103.3K0.00%−12−1.6%Reduced
CWM, LLC506$73.0K0.00%−1,197−70.3%Reduced
Canada Pension Plan Investment Board500$71.7K0.00%+500New
The PNC Financial Services Group, Inc.473$67.8K0.00%+185+64.2%Added
Quarry LP333$47.8K0.02%+333New
Picton Mahoney Asset Management326$47.0K0.00%+326New
GAMMA Investing LLC286$41.0K0.01%+79+38.2%Added
Plato Investment Management Ltd214$30.7K0.00%−140−39.5%Reduced
KBC Group NV196$28.0K0.00%+196New
Covestor Ltd188$27.0K0.02%−5−2.6%Reduced
NBC Securities, Inc.136$19.0K0.00%+136New
Quadrant Capital Group LLC126$18.1K0.00%−67−34.7%Reduced
Harbor Investment Advisory, LLC125$17.9K0.00%00.0%Unchanged
Umb Bank N A123$17.6K0.00%+119+2,975.0%Added
Harbour Investments, Inc.120$17.2K0.00%+120New
nVerses Capital, LLC100$14.3K0.01%−200−66.7%Reduced
Leonteq Securities AG100$14.3K0.00%−70−41.2%Reduced
Group One Trading, L.P.100$14.3K0.00%+61+156.4%Added
Farther Finance Advisors, LLC95$13.6K0.00%+95New
Huntington National Bank88$12.6K0.00%+87+8,700.0%Added
Byrne Asset Management LLC68$9.66K0.01%+68New
Parallel Advisors, LLC65$9.32K0.00%+65New
Meeder Asset Management Inc53$7.60K0.00%+53New
CIBC Private Wealth Group, LLC50$7.28K0.00%+50New
GHP Investment Advisors, Inc.50$7.17K0.00%+50New
Private Wealth Management Group, LLC49$7.03K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec49$7.03K0.00%00.0%Unchanged
Beacon Capital Management, LLC49$7.03K0.00%+8+19.5%Added
Anchor Investment Management, LLC45$6.45K0.00%+25+125.0%Added
Jones Financial Companies LLLP45$6.45K0.00%+45New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.40$5.74K0.00%00.0%Unchanged
Bullock Wealth Management Group35$5.02K0.00%+35New
Fifth Third Bancorp34$4.88K0.00%+6+21.4%Added
LGT Financial Advisors LLC29$4.16K0.01%00.0%Unchanged
Macroview Investment Management LLC27$3.90K0.00%−35−56.5%Reduced
Blue Bell Private Wealth Management, LLC27$3.87K0.00%+5+22.7%Added
Lindbrook Capital, LLC25$3.58K0.00%+25New
Fortitude Family Office, LLC23$3.30K0.00%00.0%Unchanged
Smartleaf Asset Management LLC23$3.27K0.00%+23New
Frazier Financial Advisors, LLC20$2.87K0.00%−2−9.1%Reduced
Allworth Financial LP21$2.81K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.16$2.29K0.00%+16New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC15$2.15K0.00%−8−34.8%Reduced
Signaturefd, LLC13$1.86K0.00%+13New
Tucker Asset Management LLC10$1.43K0.00%+10New
Innealta Capital, LLC9$1.29K0.00%+9New
First Horizon Advisors, Inc.9$1.29K0.00%+9New
Continuum Advisory, LLC7$1.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.6$8610.00%+6New
Farmers & Merchants Investments Inc6$8600.00%00.0%Unchanged
Federated Hermes, Inc.5$7170.00%−27−84.4%Reduced
C M Bidwell & Associates Ltd4$5740.00%00.0%Unchanged
Rothschild Investment LLC4$5740.00%+3+300.0%Added
Institutional & Family Asset Management, LLC4$5740.00%+4New
Parkside Financial Bank & Trust3$4310.00%−1−25.0%Reduced
Toronto Dominion Bank3$4300.00%+3New
Abich Financial Wealth Management LLC3$4300.00%+3New
WR Wealth Planners, LLC2$2870.00%00.0%Unchanged
Abound Wealth Management1$1440.00%00.0%Unchanged
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