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, Q3 2024
Institutional positions in Powell Industries Inc as of Sep 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
- 325
- +59 vs. Q2 2024
- Shares held
- 11.1M
- +921.8K (+9.1%) vs. Q2 2024
- Total value
- $2.47B
- +$1.02B (+69.6%) vs. Q2 2024
- New holders
- 90
- 106 more added
- Sold out
- 31
- 97 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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 | 325 | $2.47B |
| Q2 2024 | 268 | $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 | 107 | $267.7M |
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Powell Industries Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Transform Wealth, LLC | 1,673,759 | $371.6M | 24.61% | −4030.0% | Reduced |
| BlackRock, Inc. | 1,461,611 | $324.5M | 0.01% | +1,461,611 | New |
| Vanguard Group Inc | 663,061 | $147.2M | 0.00% | +15,059+2.3% | Added |
| Dimensional Fund Advisors LP | 546,743 | $121.4M | 0.03% | −101,084−15.6% | Reduced |
| Morgan Stanley | 537,873 | $119.4M | 0.01% | +249,893+86.8% | Added |
| Pacer Advisors, Inc. | 385,888 | $85.7M | 0.18% | −85,465−18.1% | Reduced |
| State Street Corp | 362,717 | $80.5M | 0.00% | +3,403+0.9% | Added |
| Renaissance Technologies LLC | 336,335 | $74.7M | 0.11% | −77,500−18.7% | Reduced |
| American Century Companies Inc | 324,721 | $72.1M | 0.04% | +50,333+18.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 281,866 | $62.6M | 0.14% | +6,159+2.2% | Added |
| Geode Capital Management, LLC | 257,049 | $57.1M | 0.00% | +9,692+3.9% | Added |
| Arrowstreet Capital, Limited Partnership | 223,760 | $49.7M | 0.04% | −22,851−9.3% | Reduced |
| Millennium Management LLC | 137,878 | $30.6M | 0.03% | +1,928+1.4% | Added |
| Wellington Management Group LLP | 135,313 | $30.0M | 0.01% | +135,313 | New |
| Invesco Ltd. | 113,289 | $25.1M | 0.00% | +48,692+75.4% | Added |
| Nuveen Asset Management, LLC | 113,009 | $25.1M | 0.01% | −159−0.1% | Reduced |
| Goldman Sachs Group Inc | 111,595 | $24.8M | 0.00% | +5,682+5.4% | Added |
| Northern Trust Corp | 100,959 | $22.4M | 0.00% | +2,175+2.2% | Added |
| First Trust Advisors LP | 98,986 | $22.0M | 0.02% | −305,708−75.5% | Reduced |
| Victory Capital Management Inc | 98,590 | $21.9M | 0.02% | +90,504+1,119.3% | Added |
| Charles Schwab Investment Management Inc | 93,845 | $20.8M | 0.00% | +10,352+12.4% | Added |
| Bank of New York Mellon Corp | 92,013 | $20.4M | 0.00% | −7,504−7.5% | Reduced |
| Eagle Asset Management Inc | 51,397 | $17.8M | 0.09% | −3,108−5.7% | Reduced |
| Royce & Associates LP | 74,458 | $16.5M | 0.15% | −7,818−9.5% | Reduced |
| Sanctuary Advisors, LLC | 54,851 | $15.9M | 0.10% | +54,851 | New |
| Bank of America Corp | 67,031 | $14.9M | 0.00% | −88,018−56.8% | Reduced |
| Jane Street Group, LLC | 61,521 | $13.7M | 0.02% | +14,657+31.3% | Added |
| Stephens Investment Management Group LLC | 61,291 | $13.6M | 0.19% | +61,291 | New |
| Barclays PLC | 60,969 | $13.5M | 0.01% | +40,515+198.1% | Added |
| Jacobs Levy Equity Management, Inc | 60,067 | $13.3M | 0.05% | −60,662−50.2% | Reduced |
| Citadel Advisors LLC | 59,774 | $13.3M | 0.01% | +4,230+7.6% | Added |
| Globeflex Capital L P | 59,662 | $13.2M | 1.27% | +345+0.6% | Added |
| Engine No. 1 LLC | 59,500 | $13.2M | 26.15% | −1,874−3.1% | Reduced |
| Man Group plc | 58,791 | $13.1M | 0.04% | −35,083−37.4% | Reduced |
| Driehaus Capital Management LLC | 57,422 | $12.7M | 0.11% | −23,873−29.4% | Reduced |
| Ophir Asset Management Pty Ltd | 54,178 | $12.0M | 1.85% | −82,137−60.3% | Reduced |
| AQR Capital Management LLC | 54,098 | $12.0M | 0.02% | +4,916+10.0% | Added |
| Adage Capital Partners GP, L.L.C. | 54,000 | $12.0M | 0.02% | −95,503−63.9% | Reduced |
| Baird Financial Group, Inc. | 52,835 | $11.7M | 0.02% | +4,150+8.5% | Added |
| Principal Financial Group Inc | 51,507 | $11.4M | 0.01% | +2,793+5.7% | Added |
| Envestnet Asset Management Inc | 51,026 | $11.3M | 0.00% | +4,210+9.0% | Added |
| Danske Bank A/S | 50,207 | $11.1M | 0.04% | +45,699+1,013.7% | Added |
| Rockefeller Capital Management L.P. | 48,473 | $10.8M | 0.03% | +48,473 | New |
| Empowered Funds, LLC | 44,557 | $9.89M | 0.16% | +44,557 | New |
| Panagora Asset Management Inc | 40,632 | $9.02M | 0.04% | −226−0.6% | Reduced |
| Royal Bank of Canada | 36,386 | $8.08M | 0.00% | −6,203−14.6% | Reduced |
| Alliancebernstein L.P. | 35,925 | $7.97M | 0.00% | +2,269+6.7% | Added |
| Ameriprise Financial Inc | 35,292 | $7.83M | 0.00% | −26,980−43.3% | Reduced |
| Loomis Sayles & Co L P | 32,548 | $7.22M | 0.01% | +32,548 | New |
| Hillsdale Investment Management Inc. | 31,522 | $7.00M | 0.54% | −1,242−3.8% | Reduced |
| Stratos Wealth Partners, LTD. | 31,429 | $6.98M | 0.10% | +4,924+18.6% | Added |
| LPL Financial LLC | 31,153 | $6.92M | 0.00% | +16,746+116.2% | Added |
| Capital Fund Management S.A. | 28,968 | $6.43M | 0.07% | +28,968 | New |
| Brinker Capital Investments, LLC | 28,951 | $6.43M | 0.06% | −10.0% | Reduced |
| Orion Portfolio Solutions, LLC | 28,951 | $6.43M | 0.06% | −10.0% | Reduced |
| Wells Fargo & Company | 28,286 | $6.28M | 0.00% | +11,347+67.0% | Added |
| JPMorgan Chase & Co | 26,858 | $5.96M | 0.00% | +13,531+101.5% | Added |
| Legal & General Group Plc | 26,115 | $5.80M | 0.00% | +623+2.4% | Added |
| Spirepoint Private Client, LLC | 25,953 | $5.76M | 0.76% | +625+2.5% | Added |
| Snowden Capital Advisors LLC | 25,867 | $5.74M | 0.17% | −25,993−50.1% | Reduced |
| Rhumbline Advisers | 25,372 | $5.63M | 0.01% | −809−3.1% | Reduced |
| Franklin Resources Inc | 20,098 | $5.36M | 0.00% | +497+2.5% | Added |
| HRT Financial LP | 23,053 | $5.12M | 0.03% | −13,308−36.6% | Reduced |
| UBS Asset Management Americas Inc | 22,623 | $5.02M | 0.00% | −1,033−4.4% | Reduced |
| Options Solutions, LLC | 22,539 | $5.00M | 2.41% | +2,833+14.4% | Added |
| Navellier & Associates Inc | 22,073 | $4.90M | 0.66% | −8,203−27.1% | Reduced |
| Russell Investments Group, Ltd. | 21,674 | $4.81M | 0.01% | +1,209+5.9% | Added |
| Gotham Asset Management, LLC | 21,450 | $4.76M | 0.05% | −1,477−6.4% | Reduced |
| Raymond James & Associates | 21,276 | $4.72M | 0.00% | +3,385+18.9% | Added |
| Public Sector Pension Investment Board | 19,885 | $4.41M | 0.02% | −400−2.0% | Reduced |
| Ausbil Investment Management Ltd | 19,833 | $4.40M | 1.52% | −3,336−14.4% | Reduced |
| Commonwealth Equity Services, LLC | 19,332 | $4.29M | 0.01% | +2,844+17.2% | Added |
| Algert Global LLC | 19,244 | $4.27M | 0.11% | +500+2.7% | Added |
| Swiss National Bank | 18,700 | $4.15M | 0.00% | −200−1.1% | Reduced |
| Squarepoint Ops LLC | 18,663 | $4.14M | 0.01% | +11,331+154.5% | Added |
| Vident Advisory, LLC | 18,340 | $4.07M | 0.10% | +18,340 | New |
| Advisors Management Group Inc | 16,851 | $3.74M | 0.88% | +16,851 | New |
| UBS Group AG | 16,816 | $3.73M | 0.00% | +5,654+50.7% | Added |
| Oberweis Asset Management Inc | 16,800 | $3.73M | 0.19% | 00.0% | Unchanged |
| Independent Advisor Alliance | 16,621 | $3.69M | 0.13% | +16,621 | New |
| Trexquant Investment LP | 16,311 | $3.62M | 0.05% | −22,664−58.2% | Reduced |
| Candelo Capital Management LP | 16,073 | $3.57M | 2.30% | +16,073 | New |
| Carnegie Capital Asset Management, LLC | 13,699 | $3.04M | 0.09% | +770+6.0% | Added |
| Los Angeles Capital Management LLC | 13,526 | $3.00M | 0.01% | +3,636+36.8% | Added |
| Advisor Group Holdings, Inc. | 13,445 | $2.98M | 0.01% | −1,564−10.4% | Reduced |
| Citigroup Inc | 13,273 | $2.95M | 0.00% | +5,321+66.9% | Added |
| Omers Administration Corp | 13,100 | $2.91M | 0.03% | +5,300+67.9% | Added |
| Great West Life Assurance Co | 12,521 | $2.78M | 0.00% | +807+6.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,491 | $2.77M | 0.01% | +603+5.1% | Added |
| D. E. Shaw & Co., Inc. | 12,402 | $2.75M | 0.00% | −6,569−34.6% | Reduced |
| Assetmark, Inc | 12,158 | $2.70M | 0.01% | +933+8.3% | Added |
| CIBC World Markets Inc. | 11,275 | $2.50M | 0.01% | −44,859−79.9% | Reduced |
| Intech Investment Management LLC | 11,123 | $2.47M | 0.03% | +11,123 | New |
| Dana Investment Advisors, Inc. | 11,011 | $2.44M | 0.08% | +827+8.1% | Added |
| Great Valley Advisor Group, Inc. | 10,947 | $2.43M | 0.06% | +2,827+34.8% | Added |
| AXA S.A. | 10,764 | $2.39M | 0.01% | +1,018+10.4% | Added |
| Polar Asset Management Partners Inc. | 10,764 | $2.39M | 0.06% | +10,764 | New |
| Mariner, LLC | 10,628 | $2.36M | 0.00% | +3,304+45.1% | Added |
| Teacher Retirement System of Texas | 10,506 | $2.33M | 0.01% | +1,763+20.2% | Added |
| Prudential Financial Inc | 9,585 | $2.13M | 0.00% | −255−2.6% | Reduced |