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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, Q4 2024

Institutional positions in Powell Industries Inc as of Dec 31, 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
352
+31 vs. Q3 2024
Shares held
10.8M
−203.2K (−1.8%) vs. Q3 2024
Total value
$2.40B
−$52.0M (−2.1%) vs. Q3 2024
New holders
83
124 more added
Sold out
52
116 more reduced

5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 352 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 heldQ4 2024: $2.40B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Powell Industries Inc; share changes are against Q3 2024.

Institutions holding POWL in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Hemington Wealth Management1$00.00%+1New
Quarry LP1$2220.00%−312−99.7%Reduced
TFC Financial Management1$2220.00%00.0%Unchanged
Abound Wealth Management1$2220.00%00.0%Unchanged
IFP Advisors, Inc1$2220.00%+1New
Annis Gardner Whiting Capital Advisors, LLC1$2220.00%+1New
JFS Wealth Advisors, LLC2$4440.00%+2New
SJS Investment Consulting Inc.2$4440.00%+2New
PEAK6 LLC3$6260.00%+3New
C M Bidwell & Associates Ltd3$6650.00%−1−25.0%Reduced
Parkside Financial Bank & Trust3$6650.00%00.0%Unchanged
EverSource Wealth Advisors, LLC3$6650.00%+3New
Hexagon Capital Partners LLC3$6650.00%+3New
Legacy Investment Solutions, LLC3$6870.00%+3New
Legacy Wealth Managment, LLC3$6870.00%+3New
Lindbrook Capital, LLC5$1.11K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc6$1.33K0.00%00.0%Unchanged
Wolff Wiese Magana LLC6$1.33K0.00%00.0%Unchanged
Continuum Advisory, LLC7$1.55K0.00%00.0%Unchanged
New Wave Wealth Advisors LLC7$1.55K0.00%+7New
Beacon Capital Management, LLC8$1.77K0.00%00.0%Unchanged
First Horizon Advisors, Inc.9$1.99K0.00%00.0%Unchanged
Bell Investment Advisors, Inc9$2.00K0.00%+9New
Sterling Capital Management LLC10$2.22K0.00%−2,986−99.7%Reduced
Harbour Investments, Inc.10$2.23K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC15$3.32K0.00%00.0%Unchanged
McIlrath & Eck, LLC15$3.33K0.00%+15New
Rothschild Investment LLC17$3.77K0.00%+7+70.0%Added
Sound Income Strategies, LLC17$3.77K0.00%+17New
Leonteq Securities AG20$4.43K0.00%−30−60.0%Reduced
Dunhill Financial, LLC21$4.66K0.00%+21New
Fortitude Family Office, LLC23$5.10K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.23$5.11K0.00%+3+15.0%Added
Massmutual Trust Co FSB24$5.32K0.00%00.0%Unchanged
Proffitt & Goodson Inc24$5.32K0.00%+24New
Hillsdale Investment Management Inc.25$5.54K0.00%−31,497−99.9%Reduced
Allworth Financial LP20$6.23K0.00%−1−4.8%Reduced
Private Wealth Management Group, LLC29$6.43K0.00%−19−39.6%Reduced
LGT Financial Advisors LLC29$6.43K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec29$6.43K0.00%00.0%Unchanged
Bessemer Group Inc33$7.00K0.00%+17+106.3%Added
Darwin Advisors, LLC35$7.76K0.00%+35New
Fifth Third Bancorp44$9.75K0.00%+2+4.8%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.40$9.84K0.00%00.0%Unchanged
True Wealth Design, LLC48$10.6K0.00%+6+14.3%Added
Blue Bell Private Wealth Management, LLC50$11.1K0.00%+20+66.7%Added
Park Square Financial Group, LLC55$12.2K0.01%+55New
Byrne Asset Management LLC60$13.3K0.01%−8−11.8%Reduced
Huntington National Bank61$13.5K0.00%−27−30.7%Reduced
Skopos Labs, Inc.64$14.2K0.00%+64New
Signaturefd, LLC67$14.9K0.00%+1+1.5%Added
Harbor Investment Advisory, LLC72$16.0K0.00%−23−24.2%Reduced
Quest Partners LLC75$16.6K0.00%−82−52.2%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.78$17.3K0.00%−429−84.6%Reduced
Parallel Advisors, LLC78$17.3K0.00%+15+23.8%Added
Anchor Investment Management, LLC95$21.1K0.00%+50+111.1%Added
Clearstead Advisors, LLC97$21.5K0.00%−3−3.0%Reduced
Steward Partners Investment Advisory, LLC98$21.7K0.00%+98New
Optimum Investment Advisors100$22.2K0.01%00.0%Unchanged
Global Retirement Partners, LLC100$22.2K0.00%+100New
Jones Financial Companies LLLP105$23.3K0.00%+10+10.5%Added
Principal Securities, Inc.118$26.2K0.00%+118New
Walleye Capital LLC146$32.4K0.00%+146New
CIBC Private Wealth Group, LLC142$32.6K0.00%+8+6.0%Added
Caitong International Asset Management Co., Ltd160$35.5K0.03%+160New
Smartleaf Asset Management LLC161$36.6K0.00%+132+455.2%Added
Quadrant Capital Group LLC169$37.5K0.00%+4+2.4%Added
GeoWealth Management, LLC179$39.7K0.00%+99+123.8%Added
Ronald Blue Trust, Inc.180$39.9K0.00%+180New
CoreCap Advisors, LLC187$41.4K0.00%+37+24.7%Added
Tucker Asset Management LLC195$43.2K0.00%+195New
Prestige Wealth Management Group LLC200$44.4K0.01%+100+100.0%Added
Covestor Ltd238$52.0K0.03%+9+3.9%Added
MAI Capital Management242$53.7K0.00%+242New
SBI Securities Co., Ltd.258$57.2K0.00%+258New
Meeder Asset Management Inc292$64.7K0.00%+292New
Umb Bank N A298$66.1K0.00%−16−5.1%Reduced
Sava Infond d.o.o.300$66.5K0.01%+300New
Bullock Wealth Management Group305$67.6K0.04%+270+771.4%Added
Transce3nd, LLC353$78.2K0.03%+353New
Farther Finance Advisors, LLC381$84.5K0.00%+181+90.5%Added
National Bank of Canada415$92.0K0.00%−71−14.6%Reduced
KBC Group NV435$96.0K0.00%+113+35.1%Added
GAMMA Investing LLC463$102.6K0.01%−3−0.6%Reduced
Plato Investment Management Ltd572$127.2K0.01%+358+167.3%Added
Advisors Asset Management, Inc.889$197.0K0.00%+889New
Corton Capital Inc.924$204.8K0.12%−116−11.2%Reduced
Norris Financial Group, LLC940$208.4K0.10%+14+1.5%Added
Ameritas Investment Partners, Inc.949$210.3K0.01%00.0%Unchanged
Evergreen Capital Management LLC978$216.8K0.01%+28+2.9%Added
The PNC Financial Services Group, Inc.979$217.0K0.00%+90+10.1%Added
Ashton Thomas Private Wealth, LLC1,006$223.0K0.01%+18+1.8%Added
Cable Hill Partners, LLC1,006$223.0K0.02%+1,006New
Public Employees Retirement Association of Colorado1,036$230.0K0.00%00.0%Unchanged
Bailard, Inc.1,061$235.2K0.01%−1,000−48.5%Reduced
GW Henssler & Associates Ltd1,072$238.0K0.01%00.0%Unchanged
Crossmark Global Holdings, Inc.1,084$240.0K0.00%+180+19.9%Added
Allianz Asset Management GmbH1,100$243.8K0.00%+1,100New
Hanseatic Management Services Inc1,118$247.8K0.31%+1,118New
Davy Global Fund Management Ltd1,139$252.5K0.03%+1,139New