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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 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
326
+59 vs. Q2 2024
Shares held
11.1M
+921.0K (+9.0%) vs. Q2 2024
Total value
$2.48B
+$1.02B (+69.6%) vs. Q2 2024
New holders
90
106 more added
Sold out
31
98 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.

Institutional holdersQ3 2024: 326 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 heldQ3 2024: $2.48B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Powell Industries Inc; share changes are against Q2 2024.

Institutions holding POWL in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Abound Wealth Management1$2220.00%00.0%Unchanged
TFC Financial Management1$2220.00%+1New
Mendota Financial Group, LLC1$2220.00%+1New
PEAK6 Investments LLC2$5200.00%+2New
Parkside Financial Bank & Trust3$6660.00%00.0%Unchanged
C M Bidwell & Associates Ltd4$8880.00%00.0%Unchanged
Lindbrook Capital, LLC5$1.11K0.00%−20−80.0%Reduced
SRS Capital Advisors, Inc.6$1.33K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc6$1.33K0.00%00.0%Unchanged
Wolff Wiese Magana LLC6$1.33K0.00%+6New
Beacon Capital Management, LLC8$1.78K0.00%−41−83.7%Reduced
First Horizon Advisors, Inc.9$2.00K0.00%00.0%Unchanged
Continuum Advisory, LLC7$2.10K0.00%00.0%Unchanged
Rothschild Investment LLC10$2.22K0.00%+6+150.0%Added
Harbour Investments, Inc.10$2.23K0.00%−110−91.7%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC15$3.33K0.00%00.0%Unchanged
Bessemer Group Inc16$4.00K0.00%+16New
Cullen/Frost Bankers, Inc.20$4.45K0.00%+4+25.0%Added
Allworth Financial LP21$4.66K0.00%00.0%Unchanged
Fortitude Family Office, LLC23$5.11K0.00%00.0%Unchanged
Massmutual Trust Co FSB24$5.33K0.00%+24New
Larson Financial Group LLC26$5.77K0.00%+26New
Macroview Investment Management LLC27$6.05K0.01%00.0%Unchanged
Smartleaf Asset Management LLC29$6.35K0.00%+6+26.1%Added
Federation des caisses Desjardins du Quebec29$6.44K0.00%−20−40.8%Reduced
LGT Financial Advisors LLC29$6.44K0.02%00.0%Unchanged
Blue Bell Private Wealth Management, LLC30$6.66K0.00%+3+11.1%Added
Tower Research Capital LLC (TRC)32$7.10K0.00%−1,772−98.2%Reduced
Bullock Wealth Management Group35$8.00K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.40$8.88K0.00%00.0%Unchanged
Fifth Third Bancorp42$9.32K0.00%+8+23.5%Added
True Wealth Design, LLC42$9.32K0.00%+42New
Anchor Investment Management, LLC45$9.99K0.00%00.0%Unchanged
Private Wealth Management Group, LLC48$10.7K0.00%−1−2.0%Reduced
Leonteq Securities AG50$11.1K0.00%−50−50.0%Reduced
Pension & Wealth Management Advisors, Inc.55$12.2K0.01%+55New
Parallel Advisors, LLC63$14.0K0.00%−2−3.1%Reduced
Signaturefd, LLC66$14.7K0.00%+53+407.7%Added
Byrne Asset Management LLC68$15.1K0.01%00.0%Unchanged
Capital Performance Advisors LLP75$16.6K0.01%+75New
GeoWealth Management, LLC80$17.8K0.00%+80New
Huntington National Bank88$19.5K0.00%00.0%Unchanged
Jones Financial Companies LLLP95$20.8K0.00%+50+111.1%Added
Harbor Investment Advisory, LLC95$21.1K0.00%−30−24.0%Reduced
nVerses Capital, LLC100$22.2K0.01%00.0%Unchanged
Clearstead Advisors, LLC100$22.2K0.00%+100New
Optimum Investment Advisors100$22.2K0.01%+100New
Prestige Wealth Management Group LLC100$22.3K0.00%+100New
Aster Capital Management (DIFC) Ltd117$26.0K0.01%+117New
Federated Hermes, Inc.132$29.3K0.00%+127+2,540.0%Added
Hollencrest Capital Management133$29.5K0.00%+133New
CIBC Private Wealth Group, LLC134$29.7K0.00%+84+168.0%Added
CoreCap Advisors, LLC150$33.3K0.00%+150New
NBC Securities, Inc.154$34.0K0.00%+18+13.2%Added
Quest Partners LLC157$34.9K0.00%+157New
Quadrant Capital Group LLC165$36.6K0.00%+39+31.0%Added
Farther Finance Advisors, LLC200$44.4K0.00%+105+110.5%Added
Plato Investment Management Ltd214$47.5K0.00%00.0%Unchanged
Covestor Ltd229$51.0K0.03%+41+21.8%Added
Macquarie Group Ltd277$61.5K0.00%+277New
Quarry LP313$69.5K0.02%−20−6.0%Reduced
Umb Bank N A314$69.7K0.00%+191+155.3%Added
Gen-Wealth Partners Inc279$71.0K0.03%+279New
KBC Group NV322$71.0K0.00%+126+64.3%Added
GAMMA Investing LLC466$103.4K0.01%+180+62.9%Added
National Bank of Canada486$107.9K0.00%−237−32.8%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.507$112.5K0.03%+507New
Acadian Asset Management LLC582$129.0K0.00%−18,757−97.0%Reduced
The PNC Financial Services Group, Inc.889$197.4K0.00%+416+87.9%Added
Moors & Cabot, Inc.905$200.9K0.01%+905New
Crossmark Global Holdings, Inc.904$201.0K0.00%+904New
Guggenheim Capital LLC922$204.7K0.00%+922New
Norris Financial Group, LLC926$205.6K0.10%+926New
Vontobel Holding Ltd.937$208.0K0.00%+937New
Ameritas Investment Partners, Inc.949$210.7K0.01%00.0%Unchanged
Evergreen Capital Management LLC950$210.9K0.01%+950New
Highland Capital Management, LLC960$213.1K0.01%+960New
Brookstone Capital Management962$213.6K0.00%+962New
Ashton Thomas Private Wealth, LLC988$219.3K0.01%+9+0.9%Added
Beacon Pointe Advisors, LLC1,030$228.7K0.00%+1,030New
Proequities, Inc.1,031$228.9K0.01%+1,031New
Public Employees Retirement Association of Colorado1,036$230.0K0.00%00.0%Unchanged
Corton Capital Inc.1,040$230.9K0.11%+1,040New
Inceptionr LLC1,052$233.5K0.06%+1,052New
GW Henssler & Associates Ltd1,072$238.0K0.01%+1,072New
First Hawaiian Bank1,079$239.5K0.01%+1,079New
Montchanin Asset Management, LLC1,080$240.0K0.22%+1,080New
Bay Rivers Group1,117$248.0K0.12%+1,117New
Wealth Enhancement Advisory Services, LLC1,172$260.2K0.00%+1,172New
Stifel Financial Corp1,177$261.3K0.00%+1,177New
HighPoint Advisor Group LLC950$265.4K0.02%+950New
Atom Investors LP1,331$295.5K0.03%−2,048−60.6%Reduced
RSM US Wealth Management LLC1,299$296.8K0.00%+1,299New
Bank of Montreal1,360$298.0K0.00%+1,360New
Gallacher Capital Management LLC1,354$300.7K0.14%−1,761−56.5%Reduced
Strong Tower Advisory Services1,388$308.1K0.09%+1,388New
Mutual of America Capital Management LLC1,407$312.3K0.00%−111−7.3%Reduced
Pictet Asset Management Holding SA1,407$312.3K0.00%00.0%Unchanged
Avantax Advisory Services, Inc.1,409$312.9K0.00%+1,409New
Cim, LLC1,464$325.0K0.05%−20−1.3%Reduced