Skip to main content
Livermore
Livermore
ZHEN

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.

Q3 2024 vs. Q2 2024

How the institutions holding Powell Industries Inc changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of POWL: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders2692326+59
Shares11.6M1.41M11.1M+921.0K (+9.0%)
Value$1.66B$201.9M$2.48B+$1.02B (+69.6%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (90)

Institutions that held Powell Industries Inc at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to POWL in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.1,461,611$324.5M0.01%
Wellington Management Group LLP135,313$30.0M0.01%
Sanctuary Advisors, LLC54,851$15.9M0.10%
Stephens Investment Management Group LLC61,291$13.6M0.19%
Rockefeller Capital Management L.P.48,473$10.8M0.03%
Empowered Funds, LLC44,557$9.89M0.16%
Loomis Sayles & Co L P32,548$7.22M0.01%
Capital Fund Management S.A.28,968$6.43M0.07%
Vident Advisory, LLC18,340$4.07M0.10%
Advisors Management Group Inc16,851$3.74M0.88%
Independent Advisor Alliance16,621$3.69M0.13%
Candelo Capital Management LP16,073$3.57M2.30%
Intech Investment Management LLC11,123$2.47M0.03%
Polar Asset Management Partners Inc.10,764$2.39M0.06%
Penserra Capital Management LLC9,279$2.06M0.04%
HighTower Advisors, LLC8,146$1.80M0.00%
Freedom Day Solutions, LLC7,517$1.67M0.52%
Prevail Innovative Wealth Advisors, LLC6,423$1.43M0.43%
National Asset Management, Inc.6,112$1.36M0.04%
Nordea Investment Management AB5,982$1.31M0.00%
Credit Agricole S A4,785$1.06M0.01%
Capula Management Ltd4,743$1.05M0.01%
Nebula Research & Development LLC4,496$998.1K0.12%
CWA Asset Management Group, LLC4,426$982.5K0.05%
Quadrature Capital Ltd4,066$904.1K0.02%
Horizon Investments, LLC3,928$872.0K0.02%
XTX Topco Ltd3,611$801.6K0.06%
CastleKnight Management LP3,400$754.8K0.09%
Roman Butler Fullerton & Co2,737$724.0K0.22%
Jennison Associates LLC3,079$683.5K0.00%
Sterling Capital Management LLC2,996$665.1K0.01%
Sumitomo Mitsui Trust Holdings, Inc.2,590$575.0K0.00%
Cumberland Partners Ltd2,500$555.0K0.04%
Headlands Technologies LLC2,482$551.0K0.06%
Merit Financial Group, LLC2,414$535.9K0.01%
Lombard Odier Asset Management (USA) Corp2,373$526.8K0.20%
Spire Wealth Management2,265$502.8K0.02%
City Center Advisors, LLC2,078$461.3K0.51%
Robeco Institutional Asset Management B.V.2,009$446.0K0.00%
Balyasny Asset Management LLC2,008$445.8K0.00%
Cynosure Management, LLC1,979$439.3K0.06%
Cambria Investment Management, L.P.1,970$437.3K0.03%
Ameritas Advisory Services, LLC1,904$422.7K0.02%
Cetera Investment Advisers1,861$413.2K0.00%
Triumph Capital Management1,706$378.7K0.13%
Cerity Partners LLC1,481$328.8K0.00%
Avantax Advisory Services, Inc.1,409$312.9K0.00%
Strong Tower Advisory Services1,388$308.1K0.09%
Bank of Montreal1,360$298.0K0.00%
RSM US Wealth Management LLC1,299$296.8K0.00%
HighPoint Advisor Group LLC950$265.4K0.02%
Stifel Financial Corp1,177$261.3K0.00%
Wealth Enhancement Advisory Services, LLC1,172$260.2K0.00%
Bay Rivers Group1,117$248.0K0.12%
Montchanin Asset Management, LLC1,080$240.0K0.22%
First Hawaiian Bank1,079$239.5K0.01%
GW Henssler & Associates Ltd1,072$238.0K0.01%
Inceptionr LLC1,052$233.5K0.06%
Corton Capital Inc.1,040$230.9K0.11%
Proequities, Inc.1,031$228.9K0.01%
Beacon Pointe Advisors, LLC1,030$228.7K0.00%
Brookstone Capital Management962$213.6K0.00%
Highland Capital Management, LLC960$213.1K0.01%
Evergreen Capital Management LLC950$210.9K0.01%
Vontobel Holding Ltd.937$208.0K0.00%
Norris Financial Group, LLC926$205.6K0.10%
Guggenheim Capital LLC922$204.7K0.00%
Crossmark Global Holdings, Inc.904$201.0K0.00%
Moors & Cabot, Inc.905$200.9K0.01%
Thurston, Springer, Miller, Herd & Titak, Inc.507$112.5K0.03%
Gen-Wealth Partners Inc279$71.0K0.03%
Macquarie Group Ltd277$61.5K0.00%
Quest Partners LLC157$34.9K0.00%
CoreCap Advisors, LLC150$33.3K0.00%
Hollencrest Capital Management133$29.5K0.00%
Aster Capital Management (DIFC) Ltd117$26.0K0.01%
Prestige Wealth Management Group LLC100$22.3K0.00%
Clearstead Advisors, LLC100$22.2K0.00%
Optimum Investment Advisors100$22.2K0.01%
GeoWealth Management, LLC80$17.8K0.00%
Capital Performance Advisors LLP75$16.6K0.01%
Pension & Wealth Management Advisors, Inc.55$12.2K0.01%
True Wealth Design, LLC42$9.32K0.00%
Larson Financial Group LLC26$5.77K0.00%
Massmutual Trust Co FSB24$5.33K0.00%
Bessemer Group Inc16$4.00K0.00%
Wolff Wiese Magana LLC6$1.33K0.00%
PEAK6 Investments LLC2$5200.00%
TFC Financial Management1$2220.00%
Mendota Financial Group, LLC1$2220.00%

Sold out (31)

Institutions that held Powell Industries Inc at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of POWL in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Qube Research & Technologies Ltd54,710$7.85M
Hel Ved Capital Management Ltd52,507$7.53M
Lord, Abbett & Co. LLC26,793$3.84M
Truist Financial Corp22,899$3.28M
EAM Investors, LLC16,572$2.38M
Schonfeld Strategic Advisors LLC16,285$2.34M
ExodusPoint Capital Management, LP16,147$2.31M
Palisades Investment Partners, LLC15,009$2.15M
Dynamic Technology Lab Private Ltd12,439$1.78M
Range Financial Group LLC12,418$1.78M
Public Employees Retirement System of Ohio11,024$1.58M
Harvest Investment Services, LLC10,413$1.49M
Quantedge Capital Pte Ltd6,500$932.1K
Y-Intercept (Hong Kong) Ltd5,658$811.4K
Two Sigma Advisers, LP5,600$803.0K
Martingale Asset Management L P4,671$669.8K
Paloma Partners Management Co3,661$525.0K
Janney Montgomery Scott LLC3,281$470.0K
Seven Eight Capital, LP2,619$375.6K
Dark Forest Capital Management LP1,969$282.4K
Triasima Portfolio Management inc.1,635$234.5K
Aquatic Capital Management LLC1,500$215.1K
Group One Trading, L.P.100$14.3K
Meeder Asset Management Inc53$7.60K
GHP Investment Advisors, Inc.50$7.17K
Frazier Financial Advisors, LLC20$2.87K
Tucker Asset Management LLC10$1.43K
Innealta Capital, LLC9$1.29K
Toronto Dominion Bank3$430
Abich Financial Wealth Management LLC3$430
WR Wealth Planners, LLC2$287

Not filed for Q3 2024 yet (2)

Institutions that held Powell Industries Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding POWL in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.1,407,704$201.9M
Institutional & Family Asset Management, LLC4$574