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, Q1 2026
Institutional positions in Powell Industries Inc as of Mar 31, 2026. 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
- 478
- +60 vs. Q4 2025
- Shares held
- 9.54M
- +614.4K (+6.9%) vs. Q4 2025
- Total value
- $5.11B
- +$2.31B (+82.3%) vs. Q4 2025
- New holders
- 101
- 156 more added
- Sold out
- 41
- 175 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Powell Industries Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Linscomb & Williams, Inc. | 373 | $201.8K | 0.01% | +373 | New |
| Crestwood Advisors Group LLC | 378 | $204.5K | 0.00% | +378 | New |
| Verdence Capital Advisors LLC | 379 | $204.9K | 0.01% | +379 | New |
| Glenmede Trust Co NA | 379 | $205.1K | 0.00% | +379 | New |
| Skopos Labs, Inc. | 379 | $205.1K | 0.01% | +379 | New |
| Warren Averett Asset Management, LLC | 383 | $207.2K | 0.00% | +383 | New |
| Advisor OS, LLC | 384 | $207.8K | 0.02% | +384 | New |
| Vise Technologies, Inc. | 654 | $208.5K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 386 | $208.9K | 0.00% | +386 | New |
| Guggenheim Capital LLC | 397 | $214.8K | 0.00% | −2,804−87.6% | Reduced |
| HB Wealth Management, LLC | 397 | $214.8K | 0.00% | +397 | New |
| Profund Advisors LLC | 405 | $219.1K | 0.01% | +405 | New |
| Mount Yale Investment Advisors, LLC | 405 | $219.1K | 0.01% | +405 | New |
| Engineers Gate Manager LP | 409 | $221.3K | 0.00% | +409 | New |
| Parkside Financial Bank & Trust | 409 | $221.3K | 0.02% | +402+5,742.9% | Added |
| Castleark Management LLC | 410 | $221.8K | 0.01% | −420−50.6% | Reduced |
| Concentric Capital Strategies, LP | 410 | $221.8K | 0.02% | +410 | New |
| CIBC Asset Management Inc | 412 | $222.9K | 0.00% | +412 | New |
| Elevated Financial Group LLC | 419 | $226.7K | 0.08% | +419 | New |
| Ring Mountain Capital, LLC | 425 | $230.0K | 0.13% | +425 | New |
| CAPROCK Group, Inc. | 427 | $231.0K | 0.01% | +427 | New |
| Commerce Bank | 447 | $241.9K | 0.00% | +447 | New |
| SBI Okasan Asset Management Co.Ltd. | 500 | $251.3K | 0.01% | 00.0% | Unchanged |
| Ewa, LLC | 468 | $253.4K | 0.06% | +468 | New |
| Perigon Wealth Management, LLC | 475 | $256.9K | 0.00% | +475 | New |
| Advyzon Investment Management, LLC | 496 | $268.6K | 0.02% | +496 | New |
| Stephens Inc | 507 | $274.3K | 0.00% | −125−19.8% | Reduced |
| denkapparat Operations GmbH | 512 | $277.0K | 0.11% | +512 | New |
| DnB Asset Management AS | 513 | $277.6K | 0.00% | +513 | New |
| Stirlingshire Investments, Inc. | 517 | $279.5K | 0.25% | +517 | New |
| Acropolis Investment Management, LLC | 517 | $279.7K | 0.01% | +517 | New |
| Wiley Bros.-Aintree Capital, LLC | 545 | $294.8K | 0.00% | −182−25.0% | Reduced |
| DRW Securities, LLC | 545 | $294.9K | 0.02% | +545 | New |
| Cypress Point Wealth Management, LLC | 555 | $300.3K | 0.06% | +555 | New |
| Kovack Advisors, Inc. | 547 | $301.3K | 0.02% | +547 | New |
| Resources Investment Advisors, LLC. | 559 | $302.5K | 0.00% | −239−29.9% | Reduced |
| Bailard, Inc. | 561 | $303.5K | 0.01% | −100−15.1% | Reduced |
| Sanchez Gaunt Capital Management, LLC | 565 | $305.7K | 0.19% | +565 | New |
| Swiss Life Asset Management Ltd | 565 | $305.7K | 0.00% | +565 | New |
| Sequoia Financial Advisors, LLC | 574 | $310.6K | 0.00% | −112−16.3% | Reduced |
| Whalen Wealth Management Inc. | 576 | $311.7K | 0.17% | −432−42.9% | Reduced |
| Meeder Advisory Services, Inc. | 583 | $315.5K | 0.01% | +583 | New |
| Harvest Fund Management Co., Ltd | 599 | $323.0K | 0.01% | +599 | New |
| Spire Wealth Management | 598 | $323.8K | 0.01% | −80−11.8% | Reduced |
| Savvy Advisors, Inc. | 622 | $336.6K | 0.01% | −6−1.0% | Reduced |
| McGowan Group Asset Management, Inc. | 624 | $337.7K | 0.04% | +624 | New |
| Allied Investment Advisors, LLC | 642 | $347.4K | 0.05% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 652 | $352.8K | 0.01% | +21+3.3% | Added |
| Capital CS Group, LLC | 652 | $352.8K | 0.73% | +652 | New |
| Abel Hall, LLC | 652 | $352.8K | 0.08% | +652 | New |
| Gallacher Capital Management LLC | 660 | $357.2K | 0.14% | +660 | New |
| Carlson Financial, Inc. | 661 | $357.6K | 0.21% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 669 | $362.0K | 0.03% | +669 | New |
| Avidian Wealth Solutions, LLC | 672 | $363.6K | 0.01% | −75−10.0% | Reduced |
| Tower Research Capital LLC (TRC) | 674 | $364.7K | 0.01% | +220+48.5% | Added |
| Keybank National Association | 675 | $365.2K | 0.00% | +675 | New |
| Coldstream Capital Management Inc | 675 | $365.4K | 0.00% | +35+5.5% | Added |
| Savant Capital, LLC | 684 | $370.1K | 0.00% | +37+5.7% | Added |
| Wealthfront Advisers LLC | 697 | $377.1K | 0.00% | +36+5.4% | Added |
| Vestcor Inc | 698 | $378.0K | 0.01% | +328+88.6% | Added |
| Cornerstone Investment Partners, LLC | 706 | $382.0K | 0.02% | −1,205−63.1% | Reduced |
| We Are One Seven, LLC | 710 | $384.6K | 0.01% | −299−29.6% | Reduced |
| Farther Finance Advisors, LLC | 727 | $402.8K | 0.00% | −124−14.6% | Reduced |
| Dock Street Asset Management Inc | 758 | $410.1K | 0.04% | +758 | New |
| Garner Asset Management Corp | 781 | $422.6K | 0.17% | −12−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 782 | $423.1K | 0.01% | −16−2.0% | Reduced |
| Ritholtz Wealth Management | 803 | $434.4K | 0.01% | +803 | New |
| Fulcrum Wealth Advisors, LLC | 810 | $438.3K | 0.36% | 00.0% | Unchanged |
| GAMMA Investing LLC | 824 | $445.9K | 0.02% | −2−0.2% | Reduced |
| Cynosure Management, LLC | 835 | $451.8K | 0.06% | +835 | New |
| JT Stratford LLC | 843 | $456.1K | 0.06% | −17−2.0% | Reduced |
| Patten Group, Inc. | 854 | $462.1K | 0.08% | +854 | New |
| Aviva PLC | 861 | $465.9K | 0.00% | −719−45.5% | Reduced |
| Cim, LLC | 874 | $472.9K | 0.07% | −64−6.8% | Reduced |
| Vontobel Holding Ltd. | 878 | $475.1K | 0.00% | −539−38.0% | Reduced |
| Xponance, Inc. | 892 | $482.6K | 0.00% | +141+18.8% | Added |
| AE Wealth Management LLC | 899 | $486.4K | 0.00% | +899 | New |
| Sava Infond d.o.o. | 900 | $487.0K | 0.07% | +250+38.5% | Added |
| Second Half Financial Partners, LLC | 949 | $513.5K | 0.23% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 950 | $514.0K | 0.06% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 966 | $522.7K | 0.00% | +142+17.2% | Added |
| Regions Financial Corp | 979 | $529.7K | 0.00% | −452−31.6% | Reduced |
| Amundi | 2,775 | $530.8K | 0.00% | +671+31.9% | Added |
| Havemeyer Place LP | 987 | $534.0K | 0.06% | −533−35.1% | Reduced |
| Sigma Planning Corp | 991 | $536.2K | 0.01% | −2,830−74.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,009 | $546.1K | 0.00% | +34+3.5% | Added |
| Public Employees Retirement Association of Colorado | 1,036 | $561.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 1,045 | $565.4K | 0.01% | +172+19.7% | Added |
| XTX Topco Ltd | 1,060 | $573.5K | 0.01% | −1,216−53.4% | Reduced |
| Captrust Financial Advisors | 1,069 | $578.4K | 0.00% | −98−8.4% | Reduced |
| Evergreen Capital Management LLC | 1,076 | $582.2K | 0.01% | +4+0.4% | Added |
| EP Wealth Advisors, LLC | 1,083 | $586.0K | 0.00% | +1,083 | New |
| Unique Wealth Strategies, LLC | 1,140 | $617.1K | 0.25% | +1,140 | New |
| CWM, LLC | 1,144 | $619.0K | 0.00% | −75−6.2% | Reduced |
| Tectonic Advisors LLC | 3,435 | $619.5K | 0.03% | −729−17.5% | Reduced |
| Kassira Wealth Management LLC | 1,156 | $625.5K | 0.57% | −2,383−67.3% | Reduced |
| Teacher Retirement System of Texas | 1,159 | $627.1K | 0.00% | +1,159 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,177 | $636.9K | 0.01% | −893−43.1% | Reduced |
| Journey Strategic Wealth LLC | 1,187 | $642.3K | 0.02% | +34+2.9% | Added |
| Advisors Asset Management, Inc. | 1,189 | $643.3K | 0.01% | −11−0.9% | Reduced |