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, 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.
| 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 | 326 | $2.48B |
| Q2 2024 | 269 | $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 | 108 | $268.5M |
| 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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 2,097 | $465.5K | 0.00% | −179−7.9% | Reduced |
| Private Advisor Group, LLC | 2,090 | $464.0K | 0.00% | +215+11.5% | Added |
| City Center Advisors, LLC | 2,078 | $461.3K | 0.51% | +2,078 | New |
| Bailard, Inc. | 2,061 | $457.5K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 2,009 | $446.0K | 0.00% | +2,009 | New |
| Balyasny Asset Management LLC | 2,008 | $445.8K | 0.00% | +2,008 | New |
| Nomura Holdings Inc | 2,000 | $444.0K | 0.00% | −10.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,999 | $443.8K | 0.00% | +10+0.5% | Added |
| Cynosure Management, LLC | 1,979 | $439.3K | 0.06% | +1,979 | New |
| Cambria Investment Management, L.P. | 1,970 | $437.3K | 0.03% | +1,970 | New |
| ProShare Advisors LLC | 1,951 | $433.1K | 0.00% | +525+36.8% | Added |
| CWM, LLC | 1,946 | $432.0K | 0.00% | +1,440+284.6% | Added |
| O'Shaughnessy Asset Management, LLC | 1,599 | $426.1K | 0.00% | −795−33.2% | Reduced |
| Ameritas Advisory Services, LLC | 1,904 | $422.7K | 0.02% | +1,904 | New |
| Cetera Investment Advisers | 1,861 | $413.2K | 0.00% | +1,861 | New |
| Advisory Services Network, LLC | 2,821 | $404.5K | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,819 | $403.8K | 0.00% | −54,726−96.8% | Reduced |
| BCJ Capital Management, LLC | 1,739 | $386.0K | 0.03% | +31+1.8% | Added |
| Diversified Trust Co | 1,733 | $384.7K | 0.01% | +115+7.1% | Added |
| Picton Mahoney Asset Management | 1,719 | $382.0K | 0.01% | +1,393+427.3% | Added |
| Fox Run Management, L.L.C. | 1,716 | $380.9K | 0.08% | −5,794−77.2% | Reduced |
| Triumph Capital Management | 1,706 | $378.7K | 0.13% | +1,706 | New |
| Graham Capital Management, L.P. | 1,580 | $350.7K | 0.01% | −100−6.0% | Reduced |
| Entropy Technologies, LP | 1,572 | $349.0K | 0.04% | −2,999−65.6% | Reduced |
| Canada Pension Plan Investment Board | 1,500 | $333.0K | 0.00% | +1,000+200.0% | Added |
| Cerity Partners LLC | 1,481 | $328.8K | 0.00% | +1,481 | New |
| Cim, LLC | 1,464 | $325.0K | 0.05% | −20−1.3% | Reduced |
| Avantax Advisory Services, Inc. | 1,409 | $312.9K | 0.00% | +1,409 | New |
| Mutual of America Capital Management LLC | 1,407 | $312.3K | 0.00% | −111−7.3% | Reduced |
| Pictet Asset Management Holding SA | 1,407 | $312.3K | 0.00% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 1,388 | $308.1K | 0.09% | +1,388 | New |
| Gallacher Capital Management LLC | 1,354 | $300.7K | 0.14% | −1,761−56.5% | Reduced |
| Bank of Montreal | 1,360 | $298.0K | 0.00% | +1,360 | New |
| RSM US Wealth Management LLC | 1,299 | $296.8K | 0.00% | +1,299 | New |
| Atom Investors LP | 1,331 | $295.5K | 0.03% | −2,048−60.6% | Reduced |
| HighPoint Advisor Group LLC | 950 | $265.4K | 0.02% | +950 | New |
| Stifel Financial Corp | 1,177 | $261.3K | 0.00% | +1,177 | New |
| Wealth Enhancement Advisory Services, LLC | 1,172 | $260.2K | 0.00% | +1,172 | New |
| Bay Rivers Group | 1,117 | $248.0K | 0.12% | +1,117 | New |
| Montchanin Asset Management, LLC | 1,080 | $240.0K | 0.22% | +1,080 | New |
| First Hawaiian Bank | 1,079 | $239.5K | 0.01% | +1,079 | New |
| GW Henssler & Associates Ltd | 1,072 | $238.0K | 0.01% | +1,072 | New |
| Inceptionr LLC | 1,052 | $233.5K | 0.06% | +1,052 | New |
| Corton Capital Inc. | 1,040 | $230.9K | 0.11% | +1,040 | New |
| Public Employees Retirement Association of Colorado | 1,036 | $230.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,031 | $228.9K | 0.01% | +1,031 | New |
| Beacon Pointe Advisors, LLC | 1,030 | $228.7K | 0.00% | +1,030 | New |
| Ashton Thomas Private Wealth, LLC | 988 | $219.3K | 0.01% | +9+0.9% | Added |
| Brookstone Capital Management | 962 | $213.6K | 0.00% | +962 | New |
| Highland Capital Management, LLC | 960 | $213.1K | 0.01% | +960 | New |
| Evergreen Capital Management LLC | 950 | $210.9K | 0.01% | +950 | New |
| Ameritas Investment Partners, Inc. | 949 | $210.7K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 937 | $208.0K | 0.00% | +937 | New |
| Norris Financial Group, LLC | 926 | $205.6K | 0.10% | +926 | New |
| Guggenheim Capital LLC | 922 | $204.7K | 0.00% | +922 | New |
| Crossmark Global Holdings, Inc. | 904 | $201.0K | 0.00% | +904 | New |
| Moors & Cabot, Inc. | 905 | $200.9K | 0.01% | +905 | New |
| The PNC Financial Services Group, Inc. | 889 | $197.4K | 0.00% | +416+87.9% | Added |
| Acadian Asset Management LLC | 582 | $129.0K | 0.00% | −18,757−97.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 507 | $112.5K | 0.03% | +507 | New |
| National Bank of Canada | 486 | $107.9K | 0.00% | −237−32.8% | Reduced |
| GAMMA Investing LLC | 466 | $103.4K | 0.01% | +180+62.9% | Added |
| KBC Group NV | 322 | $71.0K | 0.00% | +126+64.3% | Added |
| Gen-Wealth Partners Inc | 279 | $71.0K | 0.03% | +279 | New |
| Umb Bank N A | 314 | $69.7K | 0.00% | +191+155.3% | Added |
| Quarry LP | 313 | $69.5K | 0.02% | −20−6.0% | Reduced |
| Macquarie Group Ltd | 277 | $61.5K | 0.00% | +277 | New |
| Covestor Ltd | 229 | $51.0K | 0.03% | +41+21.8% | Added |
| Plato Investment Management Ltd | 214 | $47.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 200 | $44.4K | 0.00% | +105+110.5% | Added |
| Quadrant Capital Group LLC | 165 | $36.6K | 0.00% | +39+31.0% | Added |
| Quest Partners LLC | 157 | $34.9K | 0.00% | +157 | New |
| NBC Securities, Inc. | 154 | $34.0K | 0.00% | +18+13.2% | Added |
| CoreCap Advisors, LLC | 150 | $33.3K | 0.00% | +150 | New |
| CIBC Private Wealth Group, LLC | 134 | $29.7K | 0.00% | +84+168.0% | Added |
| Hollencrest Capital Management | 133 | $29.5K | 0.00% | +133 | New |
| Federated Hermes, Inc. | 132 | $29.3K | 0.00% | +127+2,540.0% | Added |
| Aster Capital Management (DIFC) Ltd | 117 | $26.0K | 0.01% | +117 | New |
| Prestige Wealth Management Group LLC | 100 | $22.3K | 0.00% | +100 | New |
| nVerses Capital, LLC | 100 | $22.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $22.2K | 0.00% | +100 | New |
| Optimum Investment Advisors | 100 | $22.2K | 0.01% | +100 | New |
| Harbor Investment Advisory, LLC | 95 | $21.1K | 0.00% | −30−24.0% | Reduced |
| Jones Financial Companies LLLP | 95 | $20.8K | 0.00% | +50+111.1% | Added |
| Huntington National Bank | 88 | $19.5K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 80 | $17.8K | 0.00% | +80 | New |
| Capital Performance Advisors LLP | 75 | $16.6K | 0.01% | +75 | New |
| Byrne Asset Management LLC | 68 | $15.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 66 | $14.7K | 0.00% | +53+407.7% | Added |
| Parallel Advisors, LLC | 63 | $14.0K | 0.00% | −2−3.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 55 | $12.2K | 0.01% | +55 | New |
| Leonteq Securities AG | 50 | $11.1K | 0.00% | −50−50.0% | Reduced |
| Private Wealth Management Group, LLC | 48 | $10.7K | 0.00% | −1−2.0% | Reduced |
| Anchor Investment Management, LLC | 45 | $9.99K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 42 | $9.32K | 0.00% | +8+23.5% | Added |
| True Wealth Design, LLC | 42 | $9.32K | 0.00% | +42 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40 | $8.88K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 32 | $7.10K | 0.00% | −1,772−98.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 30 | $6.66K | 0.00% | +3+11.1% | Added |