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Livermore
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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 4 sales; 585 institutions reported holding it in 13F filings for Q2 2026, worth $7.85B in total; no superinvestor holds it.

13F holders, Q1 2025

Institutional positions in Powell Industries Inc as of Mar 31, 2025. 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
342
−5 vs. Q4 2024
Shares held
11.7M
+990.2K (+9.2%) vs. Q4 2024
Total value
$1.88B
−$494.8M (−20.8%) vs. Q4 2024
New holders
67
132 more added
Sold out
72
108 more reduced

5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 342 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 heldQ1 2025: $1.88B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Powell Industries Inc; share changes are against Q4 2024.

Institutions holding POWL in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
CoreCap Advisors, LLC39$6.65K0.00%−148−79.1%Reduced
Golden State Wealth Management, LLC35$5.96K0.00%+35New
Massmutual Trust Co FSB34$5.79K0.00%+10+41.7%Added
Tidemark, LLC31$5.28K0.00%+31New
Rothschild Investment LLC30$5.11K0.00%+13+76.5%Added
Private Wealth Management Group, LLC29$4.94K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.27$4.61K0.00%+4+17.4%Added
Allworth Financial LP23$4.24K0.00%+3+15.0%Added
Fortitude Family Office, LLC23$3.92K0.00%00.0%Unchanged
Dunhill Financial, LLC21$3.58K0.00%00.0%Unchanged
Lindbrook Capital, LLC19$3.24K0.00%+14+280.0%Added
Vermillion & White Wealth Management Group, LLC18$3.07K0.00%+18New
Sound Income Strategies, LLC17$2.90K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.16$2.73K0.00%−164−91.1%Reduced
EverSource Wealth Advisors, LLC13$2.21K0.00%+10+333.3%Added
Hexagon Capital Partners LLC13$2.21K0.00%+10+333.3%Added
Demars Financial Group, LLC344,578$2.02K0.06%+344,578New
First Horizon Advisors, Inc.9$1.53K0.00%00.0%Unchanged
Beacon Capital Management, LLC8$1.37K0.00%00.0%Unchanged
Parkside Financial Bank & Trust8$1.36K0.00%+5+166.7%Added
West Paces Advisors Inc.8$1.36K0.00%+8New
Continuum Advisory, LLC7$1.19K0.00%00.0%Unchanged
Bell Investment Advisors, Inc6$1.02K0.00%−3−33.3%Reduced
Farmers & Merchants Investments Inc6$1.02K0.00%00.0%Unchanged
Wolff Wiese Magana LLC6$1.02K0.00%00.0%Unchanged
Amundi6$1.02K0.00%−4,358−99.9%Reduced
Picton Mahoney Asset Management7$1.00K0.00%−2,168−99.7%Reduced
Prestige Wealth Management Group LLC5$8520.00%−195−97.5%Reduced
True Wealth Design, LLC5$8520.00%−43−89.6%Reduced
Stephens Consulting, LLC5$8520.00%+5New
NewSquare Capital LLC4$6810.00%+4New
Legacy Wealth Managment, LLC3$5110.00%00.0%Unchanged
Rialto Wealth Management, LLC3$5110.00%+3New
Bare Financial Services, Inc2$3410.00%+2New
SJS Investment Consulting Inc.1$1710.00%−1−50.0%Reduced
TFC Financial Management1$1710.00%00.0%Unchanged
Abound Wealth Management1$1710.00%00.0%Unchanged
TD Capital Management LLC1$1710.00%+1New
WealthTrak Capital Management LLC1$1710.00%+1New
Global Financial Private Client, LLC1$1700.00%+1New
Park Square Financial Group, LLC0$70.00%−55−100.0%Reduced
Capital Advisors, Ltd. LLC1$00.00%+1New
Arrowstreet Capital, Limited Partnership0$00.00%−151,055−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−52,861−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−34,519−100.0%Sold out
Spirepoint Private Client, LLC0$00.00%−22,405−100.0%Sold out
Range Financial Group LLC0$00.00%−13,120−100.0%Sold out
EAM Global Investors LLC0$00.00%−10,302−100.0%Sold out
Horizon Investments, LLC0$00.00%−9,290−100.0%Sold out
Freedom Day Solutions, LLC0$00.00%−8,677−100.0%Sold out
Credit Agricole S A0$00.00%−6,958−100.0%Sold out
Centiva Capital, LP0$00.00%−6,889−100.0%Sold out
Savant Capital, LLC0$00.00%−6,848−100.0%Sold out
State of New Jersey Common Pension Fund D0$00.00%−6,719−100.0%Sold out
Lazard Asset Management LLC0$00.00%−4,988−100.0%Sold out
Group One Trading, L.P.0$00.00%−4,728−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−4,674−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−4,500−100.0%Sold out
Virtu Financial LLC0$00.00%−4,497−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−4,200−100.0%Sold out
HighTower Advisors, LLC0$00.00%−4,001−100.0%Sold out
Virtue Capital Management, LLC0$00.00%−3,868−100.0%Sold out
Kestra Private Wealth Services, LLC0$00.00%−3,796−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−3,795−100.0%Sold out
CWM Advisors, LLC0$00.00%−3,360−100.0%Sold out
Jennison Associates LLC0$00.00%−2,981−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,866−100.0%Sold out
Sierra Summit Advisors LLC0$00.00%−2,483−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−2,396−100.0%Sold out
J2 Capital Management Inc0$00.00%−2,231−100.0%Sold out
Cambria Investment Management, L.P.0$00.00%−1,943−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−1,621−100.0%Sold out
Central Asset Investments & Management Holdings (HK) Ltd0$00.00%−1,500−100.0%Sold out
Intrust Bank NA0$00.00%−1,451−100.0%Sold out
HSBC Holdings PLC0$00.00%−1,423−100.0%Sold out
Precision Wealth Strategies, LLC0$00.00%−1,401−100.0%Sold out
XTX Topco Ltd0$00.00%−1,361−100.0%Sold out
BCJ Capital Management, LLC0$00.00%−1,347−100.0%Sold out
Perigon Wealth Management, LLC0$00.00%−1,133−100.0%Sold out
Glenmede Trust Co NA0$00.00%−1,230−100.0%Sold out
Mutual Advisors, LLC0$00.00%−1,055−100.0%Sold out
Walleye Trading LLC0$00.00%−1,183−100.0%Sold out
Gallacher Capital Management LLC0$00.00%−1,149−100.0%Sold out
Davy Global Fund Management Ltd0$00.00%−1,139−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−1,100−100.0%Sold out
Crossmark Global Holdings, Inc.0$00.00%−1,084−100.0%Sold out
GW Henssler & Associates Ltd0$00.00%−1,072−100.0%Sold out
Bailard, Inc.0$00.00%−1,061−100.0%Sold out
Cable Hill Partners, LLC0$00.00%−1,006−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−1,006−100.0%Sold out
Corton Capital Inc.0$00.00%−924−100.0%Sold out
Plato Investment Management Ltd0$00.00%−572−100.0%Sold out
Transce3nd, LLC0$00.00%−353−100.0%Sold out
Bullock Wealth Management Group0$00.00%−305−100.0%Sold out
Meeder Asset Management Inc0$00.00%−292−100.0%Sold out
Tucker Asset Management LLC0$00.00%−195−100.0%Sold out
GeoWealth Management, LLC0$00.00%−179−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−160−100.0%Sold out
Walleye Capital LLC0$00.00%−146−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−78−100.0%Sold out