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, 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Powell Industries Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| J2 Capital Management Inc | 2,231 | $494.5K | 0.46% | +2,231 | New |
| Two Sigma Securities, LLC | 2,209 | $489.6K | 0.09% | +2,209 | New |
| Oregon Public Employees Retirement Fund | 2,201 | $487.9K | 0.01% | −143−6.1% | Reduced |
| Cornerstone Investment Partners, LLC | 2,200 | $487.6K | 0.02% | −47−2.1% | Reduced |
| Picton Mahoney Asset Management | 2,175 | $483.0K | 0.02% | +456+26.5% | Added |
| NEOS Investment Management LLC | 2,160 | $478.8K | 0.01% | +2,160 | New |
| KLP Kapitalforvaltning AS | 2,100 | $465.5K | 0.00% | +2,100 | New |
| Alps Advisors Inc | 2,097 | $464.8K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 2,095 | $464.4K | 0.00% | −40−1.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,980 | $452.9K | 0.00% | −3,681−65.0% | Reduced |
| Tema ETFs LLC | 2,016 | $446.8K | 0.19% | +2,016 | New |
| Police & Firemen's Retirement System of New Jersey | 1,999 | $443.1K | 0.00% | +1,999 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,996 | $442.4K | 0.00% | −3−0.2% | Reduced |
| Bank of Montreal | 1,988 | $440.6K | 0.00% | +628+46.2% | Added |
| CWM, LLC | 1,949 | $432.0K | 0.00% | +3+0.2% | Added |
| Cambria Investment Management, L.P. | 1,943 | $430.7K | 0.03% | −27−1.4% | Reduced |
| Diversified Trust Co | 1,882 | $417.1K | 0.01% | +149+8.6% | Added |
| Huntleigh Advisors, Inc. | 1,842 | $408.3K | 0.09% | +1,842 | New |
| SG Americas Securities, LLC | 1,802 | $399.0K | 0.00% | −3,124−63.4% | Reduced |
| Cetera Investment Advisers | 1,779 | $394.4K | 0.00% | −82−4.4% | Reduced |
| Advisory Services Network, LLC | 1,754 | $388.7K | 0.01% | −1,067−37.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,708 | $378.6K | 0.00% | +109+6.8% | Added |
| Headlands Technologies LLC | 1,704 | $377.7K | 0.04% | −778−31.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,646 | $364.8K | 0.00% | +474+40.4% | Added |
| Regions Financial Corp | 1,643 | $364.2K | 0.00% | +1,643 | New |
| Independent Financial Group, LLC | 1,640 | $363.5K | 0.01% | +1,640 | New |
| Aquatic Capital Management LLC | 1,621 | $359.3K | 0.01% | +1,621 | New |
| Triasima Portfolio Management inc. | 1,554 | $344.4K | 0.07% | +1,554 | New |
| Central Asset Investments & Management Holdings (HK) Ltd | 1,500 | $332.5K | 0.20% | +1,500 | New |
| HighPoint Advisor Group LLC | 1,571 | $330.3K | 0.02% | +621+65.4% | Added |
| Intrust Bank NA | 1,451 | $321.6K | 0.03% | +1,451 | New |
| Fayez Sarofim & Co | 1,450 | $321.4K | 0.00% | +1,450 | New |
| HSBC Holdings PLC | 1,423 | $320.3K | 0.00% | −3,060−68.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,425 | $315.9K | 0.01% | +1,393+4,353.1% | Added |
| Mutual of America Capital Management LLC | 1,417 | $314.1K | 0.00% | +10+0.7% | Added |
| Cim, LLC | 1,410 | $312.5K | 0.04% | −54−3.7% | Reduced |
| Pictet Asset Management Holding SA | 1,407 | $311.9K | 0.00% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 1,401 | $310.6K | 0.24% | −1,271−47.6% | Reduced |
| Strong Tower Advisory Services | 1,388 | $307.6K | 0.08% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,361 | $301.7K | 0.03% | −2,250−62.3% | Reduced |
| BCJ Capital Management, LLC | 1,347 | $298.6K | 0.02% | −392−22.5% | Reduced |
| RSM US Wealth Management LLC | 1,289 | $292.7K | 0.00% | −10−0.8% | Reduced |
| City Center Advisors, LLC | 1,317 | $291.9K | 0.33% | −761−36.6% | Reduced |
| Perigon Wealth Management, LLC | 1,133 | $291.5K | 0.01% | +1,133 | New |
| Avantax Advisory Services, Inc. | 1,263 | $279.9K | 0.00% | −146−10.4% | Reduced |
| Glenmede Trust Co NA | 1,230 | $272.6K | 0.00% | +1,230 | New |
| Mutual Advisors, LLC | 1,055 | $271.4K | 0.01% | +1,055 | New |
| Vontobel Holding Ltd. | 1,200 | $266.0K | 0.00% | +263+28.1% | Added |
| Stifel Financial Corp | 1,189 | $263.6K | 0.00% | +12+1.0% | Added |
| Cynosure Management, LLC | 1,185 | $262.7K | 0.04% | −794−40.1% | Reduced |
| Walleye Trading LLC | 1,183 | $262.2K | 0.01% | +1,183 | New |
| Gallacher Capital Management LLC | 1,149 | $254.6K | 0.13% | −205−15.1% | Reduced |
| Davy Global Fund Management Ltd | 1,139 | $252.5K | 0.03% | +1,139 | New |
| Hanseatic Management Services Inc | 1,118 | $247.8K | 0.31% | +1,118 | New |
| Allianz Asset Management GmbH | 1,100 | $243.8K | 0.00% | +1,100 | New |
| Crossmark Global Holdings, Inc. | 1,084 | $240.0K | 0.00% | +180+19.9% | Added |
| GW Henssler & Associates Ltd | 1,072 | $238.0K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 1,061 | $235.2K | 0.01% | −1,000−48.5% | Reduced |
| Public Employees Retirement Association of Colorado | 1,036 | $230.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,006 | $223.0K | 0.01% | +18+1.8% | Added |
| Cable Hill Partners, LLC | 1,006 | $223.0K | 0.02% | +1,006 | New |
| The PNC Financial Services Group, Inc. | 979 | $217.0K | 0.00% | +90+10.1% | Added |
| Evergreen Capital Management LLC | 978 | $216.8K | 0.01% | +28+2.9% | Added |
| Ameritas Investment Partners, Inc. | 949 | $210.3K | 0.01% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 940 | $208.4K | 0.10% | +14+1.5% | Added |
| Corton Capital Inc. | 924 | $204.8K | 0.12% | −116−11.2% | Reduced |
| Advisors Asset Management, Inc. | 889 | $197.0K | 0.00% | +889 | New |
| Plato Investment Management Ltd | 572 | $127.2K | 0.01% | +358+167.3% | Added |
| GAMMA Investing LLC | 463 | $102.6K | 0.01% | −3−0.6% | Reduced |
| KBC Group NV | 435 | $96.0K | 0.00% | +113+35.1% | Added |
| National Bank of Canada | 415 | $92.0K | 0.00% | −71−14.6% | Reduced |
| Farther Finance Advisors, LLC | 381 | $84.5K | 0.00% | +181+90.5% | Added |
| Transce3nd, LLC | 353 | $78.2K | 0.03% | +353 | New |
| Bullock Wealth Management Group | 305 | $67.6K | 0.04% | +270+771.4% | Added |
| Sava Infond d.o.o. | 300 | $66.5K | 0.01% | +300 | New |
| Umb Bank N A | 298 | $66.1K | 0.00% | −16−5.1% | Reduced |
| Meeder Asset Management Inc | 292 | $64.7K | 0.00% | +292 | New |
| SBI Securities Co., Ltd. | 258 | $57.2K | 0.00% | +258 | New |
| MAI Capital Management | 242 | $53.7K | 0.00% | +242 | New |
| Covestor Ltd | 238 | $52.0K | 0.03% | +9+3.9% | Added |
| Prestige Wealth Management Group LLC | 200 | $44.4K | 0.01% | +100+100.0% | Added |
| Tucker Asset Management LLC | 195 | $43.2K | 0.00% | +195 | New |
| CoreCap Advisors, LLC | 187 | $41.4K | 0.00% | +37+24.7% | Added |
| Ronald Blue Trust, Inc. | 180 | $39.9K | 0.00% | +180 | New |
| GeoWealth Management, LLC | 179 | $39.7K | 0.00% | +99+123.8% | Added |
| Quadrant Capital Group LLC | 169 | $37.5K | 0.00% | +4+2.4% | Added |
| Smartleaf Asset Management LLC | 161 | $36.6K | 0.00% | +132+455.2% | Added |
| Caitong International Asset Management Co., Ltd | 160 | $35.5K | 0.03% | +160 | New |
| CIBC Private Wealth Group, LLC | 142 | $32.6K | 0.00% | +8+6.0% | Added |
| Walleye Capital LLC | 146 | $32.4K | 0.00% | +146 | New |
| Principal Securities, Inc. | 118 | $26.2K | 0.00% | +118 | New |
| Jones Financial Companies LLLP | 105 | $23.3K | 0.00% | +10+10.5% | Added |
| Optimum Investment Advisors | 100 | $22.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $22.2K | 0.00% | +100 | New |
| Steward Partners Investment Advisory, LLC | 98 | $21.7K | 0.00% | +98 | New |
| Clearstead Advisors, LLC | 97 | $21.5K | 0.00% | −3−3.0% | Reduced |
| Anchor Investment Management, LLC | 95 | $21.1K | 0.00% | +50+111.1% | Added |
| Parallel Advisors, LLC | 78 | $17.3K | 0.00% | +15+23.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 78 | $17.3K | 0.00% | −429−84.6% | Reduced |
| Quest Partners LLC | 75 | $16.6K | 0.00% | −82−52.2% | Reduced |