Powell IndustriesPOWL

13F holders, Q1 2024 (March 31)
236holders
6famous investors
$138.98avg. 13F price*

At the end of Q1 2024, 236 institutions reported holding Powell Industries Inc. (POWL) in their 13F filings. The largest holders were BlackRock Inc. ($206.3M), Dimensional Fund Advisors LP ($98.5M) and Vanguard Group Inc. ($93.4M). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Powell Industries Inc.
CUSIP
739128106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 236Q1 2024Q2 2024: 267Q2 2024Q3 2024: 324Q3 2024Q4 2024: 351Q4 2024Q1 2025: 341Q1 2025Q2 2025: 374Q2 2025Q3 2025: 412Q3 2025Q4 2025: 424Q4 2025Q1 2026: 478Q1 2026Q2 2026: 584Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions74$153.7M
Exits20$21.9M

Ownership 236 holders

BlackRock Inc. 0.00% Reduce -0.2% 1,449,576 $206.3M
Dimensional Fund Advisors LP 0.03% Reduce -14.3% 692,504 $98.5M
Vanguard Group Inc. 0.00% Add +2.7% 656,428 $93.4M
Pacer Advisors, Inc. 0.21% New 613,129 $87.2M
Renaissance Technologies 0.11% Add +25.1% 470,335 $66.9M
State Street Corp. 0.00% Add +3.5% 351,912 $50.1M
First Trust Advisors LP 0.04% Add +63.0% 303,250 $43.2M
Goldman Sachs Group Inc. 0.01% Add +38.1% 245,236 $34.9M
American Century Companies Inc. 0.02% Add +42.7% 238,570 $33.9M
Geode Capital Management, LLC 0.00% Add +12.8% 232,672 $33.1M
Millennium Management 0.03% Add +20.1% 215,844 $30.7M
Arrowstreet Capital, Limited Partnership 0.03% Add +169.5% 195,829 $27.9M
Man Group plc 0.06% Add +5435.1% 157,308 $22.4M
FMR LLC 0.00% Reduce -6.4% 146,730 $20.9M
Morgan Stanley 0.00% Reduce -40.0% 133,204 $19.0M
Qube Research & Technologies Ltd 0.03% Add +81.2% 131,638 $18.7M
Invesco Ltd. 0.00% Reduce -18.3% 121,469 $17.3M
Nuveen Asset Management, LLC 0.00% Reduce -2.5% 111,332 $15.8M
JPMorgan Chase & Co. 0.00% Add +17.6% 107,229 $15.3M
Jacobs Levy Equity Management, Inc. 0.07% Reduce -3.2% 103,550 $14.7M
Northern Trust Corp. 0.00% Add +0.5% 102,317 $14.6M
Bank of New York Mellon Corp 0.00% Reduce -3.2% 98,502 $14.0M
Citadel Advisors 0.01% Add +206.7% 97,445 $13.9M
Ophir Asset Management Pty Ltd 2.34% New 94,032 $13.4M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -15.9% 311,092 $12.8M
Royce & Associates LP 0.11% Reduce -5.5% 87,578 $12.5M
Cerity Partners LLC 0.03% New 80,367 $11.4M
Charles Schwab Investment Management Inc. 0.00% Add +3.7% 77,664 $11.1M
Acadian Asset Management LLC 0.04% Reduce -61.6% 74,007 $10.5M
Cibc World Market Inc. 0.03% Reduce -10.2% 73,898 $10.5M
Globeflex Capital L P 0.94% Reduce -26.2% 67,850 $9.7M
Ameriprise Financial Inc. 0.00% Add +12.7% 61,277 $8.7M
AQR Capital Management 0.01% Reduce -24.7% 56,877 $8.1M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +53.5% 50,648 $7.2M
Principal Financial Group Inc. 0.00% Reduce -2.9% 50,297 $7.2M
Royal Bank of Canada 0.00% Reduce -19.0% 49,659 $7.1M
Hillsdale Investment Management Inc. 0.43% Reduce -39.4% 37,994 $5.4M
Panagora Asset Management Inc. 0.03% Reduce -0.2% 36,804 $5.2M
Alliancebernstein L.P. 0.00% Reduce -33.7% 33,656 $4.8M
Engine No. 1 LLC 5.40% New 32,074 $4.6M
Allspring Global Investments Holdings, LLC 0.01% Add +471.6% 31,258 $4.4M
Navellier & Associates Inc. 0.50% Add +49.2% 28,445 $4.0M
Rhumbline Advisers 0.00% Reduce -1.5% 28,247 $4.0M
Hel Ved Capital Management Ltd 0.98% New 27,647 $3.9M
Legal & General Group Plc 0.00% Add +2.2% 25,274 $3.6M
Spirepoint Private Client, LLC 0.54% — 24,825 $3.5M
Trexquant Investment LP 0.07% Add +67.9% 24,817 $3.5M
Truist Financial Corp. 0.01% Add +389.8% 24,718 $3.5M
Stratos Wealth Partners, LTD. 0.06% Add +41.2% 24,362 $3.5M
Informed Momentum Co LLC 0.52% Reduce -38.7% 23,485 $3.3M
Russell Investments Group, Ltd. 0.01% Add +8.7% 22,190 $3.2M
Bank of America Corp. 0.00% Add +0.0% 22,098 $3.1M
D. E. Shaw & Co. 0.00% Add +244.5% 19,602 $2.8M
Public Sector Pension Investment Board 0.02% No change 18,953 $2.7M
Swiss National Bank 0.00% Add +1.1% 18,900 $2.7M
Franklin Resources Inc. 0.00% Add +329.3% 18,821 $2.7M
Gotham Asset Management 0.04% Add +49.5% 18,552 $2.6M
Twinbeech Capital LP 0.05% New 17,525 $2.5M
Oberweis Asset Management Inc./ 0.17% Reduce -41.3% 16,800 $2.4M
Teacher Retirement System of Texas 0.02% Reduce -7.3% 16,635 $2.4M
Sei Investments Co. 0.00% Reduce -36.4% 16,412 $2.3M
Osaic Holdings, Inc. 0.01% Add +96.9% 16,064 $2.3M
Bantamac Capital, LLC 1.17% New 14,465 $2.1M
Range Financial Group LLC 1.04% Add +18.0% 14,102 $2.0M
Dynamic Technology Lab Private Ltd 0.21% Reduce -24.6% 13,940 $2.0M
Quadrature Capital Ltd 0.03% New 13,569 $1.9M
Raymond James & Associates 0.00% Add +4.6% 12,839 $1.8M
Engineers Gate Manager LP 0.05% Add +139.7% 12,381 $1.8M
Jane Street Group, LLC 0.00% Reduce -41.7% 12,336 $1.8M
Mariner, LLC 0.00% Add +5.0% 12,191 $1.7M
Public Employees Retirement System of Ohio 0.01% Reduce -4.1% 11,691 $1.7M
Squarepoint Ops LLC 0.01% Add +5.5% 11,677 $1.7M
Commonwealth Equity Services, LLC 0.00% New 11,439 $1.6M
BNP Paribas Financial Markets 0.00% Add +164.0% 11,425 $1.6M
New York State Common Retirement Fund 0.00% Add +158.8% 11,070 $1.6M
Raymond James Financial Services Advisors, Inc. 0.00% Add +148.8% 10,810 $1.5M
Wells Fargo & Company 0.00% Add +11.4% 10,711 $1.5M
Carnegie Investment Counsel 0.05% Add +11.5% 10,682 $1.5M
Credit Suisse AG/ 0.00% No change 10,404 $1.5M
Prudential Financial Inc. 0.00% Reduce -1.0% 10,265 $1.5M
Barclays PLC 0.00% Reduce -47.1% 10,164 $1.4M
Voya Investment Management LLC 0.00% Add +24.3% 9,990 $1.4M
Algert Global LLC 0.05% Add +8.8% 9,791 $1.4M
Rodgers Brothers Inc. 0.19% Reduce -0.5% 9,700 $1.4M
LPL Financial LLC 0.00% New 9,543 $1.4M
California State Teachers Retirement System 0.00% Reduce -4.3% 9,538 $1.4M
Lazard Asset Management LLC 0.00% Add +141.2% 9,468 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +147.4% 9,417 $1.3M
State of Tennessee, Department of Treasury 0.00% Add +62.5% 9,151 $1.3M
Los Angeles Capital Management LLC 0.00% Reduce -16.2% 9,031 $1.3M
Chartwell Investment Partners, LLC 0.04% New 8,904 $1.3M
Bayesian Capital Management, LP 0.12% New 8,619 $1.2M
Martingale Asset Management L P 0.02% Reduce -54.6% 8,473 $1.2M
Aquatic Capital Management LLC 0.04% Add +500.0% 8,400 $1.2M
UBS Group AG 0.00% Reduce -51.9% 8,376 $1.2M
Tidal Investments LLC 0.02% New 8,226 $1.2M
New York State Teachers Retirement System 0.00% Add +1.2% 8,208 $1.2M
CANADA LIFE ASSURANCE Co 0.00% Add +4.0% 8,138 $1.2M
Texas Permanent School Fund Corp. 0.01% Add +2.2% 8,065 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -1.8% 7,995 $1.1M
Citigroup Inc. 0.00% Add +3.9% 7,463 $1.1M
Syon Capital LLC 0.10% Reduce -0.5% 7,247 $1.0M
Virtu Financial LLC 0.08% Add +198.8% 7,243 $1.0M
Two Sigma Advisers, LP 0.00% Reduce -26.6% 7,200 $1.0M
Susquehanna International Group, LLP 0.00% Reduce -75.7% 7,145 $1.0M
Valmark Advisers, Inc. 0.02% Reduce -16.8% 7,117 $1.0M
ClariVest Asset Management LLC 0.10% Add +0.2% 7,069 $1.0M
FORA Capital, LLC 0.08% New 7,028 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% New 6,687 $952K
Savant Capital, LLC 0.01% New 6,614 $941K
Scientech Research LLC 0.49% Add +70.4% 6,485 $923K
Transform Wealth, LLC 0.09% Reduce -53.2% 6,434 $916K
Zacks Investment Management 0.01% New 6,421 $914K
Inspire Investing, LLC 0.09% New 6,316 $899K
Hussman Strategic Advisors, Inc. 0.21% New 6,300 $896K
Harvest Investment Services, LLC 0.35% New 6,124 $871K
WINTON GROUP Ltd 0.06% Add +32.1% 6,050 $861K
Jackson Creek Investment Advisors LLC 0.31% Reduce -46.0% 6,042 $860K
Illinois Municipal Retirement Fund 0.01% Add +11.4% 5,946 $846K
Versor Investments LP 0.16% Add +74.7% 5,608 $798K
State of Alaska, Department of Revenue 0.01% Reduce -0.4% 5,597 $796K
Janus Henderson Group PLC 0.00% No change 5,347 $760K
Victory Capital Management Inc. 0.00% New 5,253 $748K
Manufacturers Life Insurance Company, The 0.00% Add +41.4% 5,143 $732K
American International Group, Inc. 0.00% Add +0.1% 4,995 $711K
XTX Topco Ltd 0.10% New 4,971 $707K
Nisa Investment Advisors, LLC 0.00% Reduce -43.6% 4,914 $699K
1620 Investment Advisors, Inc. 0.70% New 3 $693K
MetLife Investment Management, LLC 0.00% Reduce -3.3% 4,700 $669K
State of Wisconsin Investment Board 0.00% Add +25.9% 4,657 $663K
Louisiana State Employees Retirement System 0.01% No change 4,600 $655K
Simplex Trading, LLC 0.02% Reduce -2.6% 4,581 $651K
STRS Ohio 0.00% Reduce -37.5% 4,500 $640K
Ausbil Investment Management Ltd 0.32% New 4,621 $631K
Deutsche Bank AG 0.00% Add +0.2% 4,406 $627K
Guidance Capital, Inc. 0.22% New 4,739 $600K
Yousif Capital Management, LLC 0.01% Reduce -17.4% 4,170 $593K
Aviva PLC 0.00% Reduce -40.7% 4,101 $584K
Horizon Investment Services, LLC 0.28% New 3,959 $563K
Comerica Bank 0.00% Reduce -5.0% 3,957 $563K
Lord, Abbett & Co. LLC 0.00% Reduce -92.7% 3,920 $558K
Gsa Capital Partners LLP 0.04% Reduce -19.5% 3,909 $556K
US Bancorp \de 0.00% Reduce -21.0% 3,842 $547K
Oppenheimer & Co. Inc. 0.01% Reduce -12.2% 3,600 $512K
Sumitomo Mitsui Trust Group, Inc. 0.00% New 3,464 $493K
Fox Run Management, L.L.C. 0.10% New 3,371 $480K
Daiwa Securities Group Inc. 0.00% New 3,163 $450K
HSBC Holdings PLC 0.00% Add +23.3% 3,098 $441K
Tactive Advisors, LLC 0.23% New 3,082 $439K
Great Valley Advisor Group, Inc. 0.01% New 2,993 $426K
ExodusPoint Capital Management, LP 0.01% Reduce -77.5% 2,989 $425K
Amalgamated Bank 0.00% Reduce -14.3% 2,969 $422K
Two Sigma Investments, LP 0.00% Reduce -27.5% 2,900 $413K
PFG Advisors 0.03% New 2,883 $410K
Maryland State Retirement & Pension System 0.01% Reduce -1.3% 3,321 $405K
Pathstone Holdings, LLC 0.00% Reduce -0.8% 2,743 $390K
Precision Wealth Strategies, LLC 0.37% Reduce -15.8% 2,740 $390K
T. Rowe Price Associates Inc. 0.00% New 2,630 $375K
Arizona State Retirement System 0.00% Reduce -0.9% 2,629 $374K
Invst, LLC 0.04% Add +48.5% 2,705 $370K
Truvestments Capital LLC 0.14% New 2,594 $369K
New York Life Investment Management LLC 0.00% New 2,541 $362K
Y-Intercept (Hong Kong) Ltd 0.03% New 2,534 $361K
Oregon Public Employees Retirement Fund 0.01% Reduce -7.5% 2,474 $352K
Teachers Retirement System of the State of Kentucky 0.00% No change 2,421 $345K
Kestra Private Wealth Services, LLC 0.01% New 2,423 $345K
Harbor Capital Advisors, Inc. 0.04% New 2,389 $340K
Private Trust Co. NA 0.04% Add +9.2% 2,375 $338K
EntryPoint Capital, LLC 0.30% Reduce -7.8% 2,335 $332K
Cornerstone Investment Partners, LLC 0.02% No change 2,332 $332K
O'shaughnessy Asset Management, LLC 0.00% New 2,310 $329K
Alps Advisors Inc. 0.00% Reduce -40.4% 2,288 $326K
Avantax Advisory Services, Inc. 0.00% New 2,258 $321K
Freedom Investment Management, Inc. 0.02% Reduce -27.0% 2,087 $297K
Bailard, Inc. 0.01% New 2,061 $293K
Jefferies Financial Group Inc. 0.01% New 2,060 $293K
CWA Asset Management Group, LLC 0.02% New 2,048 $291K
Amundi 0.00% Add +24.1% 2,218 $284K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% New 1,990 $283K
ProShare Advisors LLC 0.00% New 1,867 $266K
Verition Fund Management LLC 0.00% New 1,850 $263K
State Board of Administration of Florida Retirement System 0.00% Add +135.2% 6,175 $263K
Nebula Research & Development LLC 0.06% New 1,798 $256K
Scotia Capital Inc. 0.00% New 1,710 $243K
Cwm, LLC 0.00% Add +1674.0% 1,703 $242K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 1,651 $235K
Triasima Portfolio Management inc. 0.02% New 1,615 $230K
Mutual of America Capital Management LLC 0.00% New 1,588 $226K
Pictet Asset Management Holding SA 0.00% New 1,579 $225K
Schonfeld Strategic Advisors LLC 0.00% New 1,500 $213K
Trek Financial, LLC 0.02% New 1,492 $212K
Diversified Trust Co. 0.01% New 1,489 $212K
Caxton Associates LP 0.01% New 1,488 $212K
Corton Capital Inc. 0.08% New 1,439 $205K
Ameritas Investment Partners, Inc. 0.00% No change 949 $135K
National Bank of Canada 0.00% Reduce -32.8% 735 $124K
Tower Research Capital LLC (TRC) 0.00% Reduce -74.7% 717 $102K
Metropolitan Life Insurance Co 0.00% Reduce -14.5% 482 $69K
State of Wyoming 0.01% Reduce -50.4% 459 $65K
Plato Investment Management Ltd 0.01% New 354 $50K
nVerses Capital, LLC 0.10% New 300 $43K
PNC Financial Services Group, Inc. 0.00% Add +7.1% 288 $41K
GAMMA Investing LLC 0.01% Reduce -25.3% 207 $29K
AlphaQuest LLC 0.00% New 198 $28K
Covestor Ltd 0.02% Reduce -46.4% 193 $28K
Quadrant Capital Group LLC 0.00% Add +70.8% 193 $27K
Leonteq Securities AG 0.00% Add +466.7% 170 $24K
Harbor Investment Advisory, LLC 0.00% No change 125 $18K
Catalyst Funds Management Pty Ltd 0.00% — 100 $14K
Assetmark, Inc. 0.00% Reduce -16.9% 74 $11K
Macroview Investment Management LLC 0.01% New 62 $9K
Private Wealth Management Group, LLC 0.00% No change 49 $7K
Federation des caisses Desjardins du Quebec 0.00% Add +69.0% 49 $7K
Beacon Capital Management, LLC 0.00% New 41 $6K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 40 $6K
Group One Trading LLC 0.00% New 39 $6K
Federated Hermes, Inc. 0.00% Reduce -75.2% 32 $5K
LGT Financial Advisors LLC 0.00% No change 29 $4K
Fifth Third Bancorp 0.00% Add +7.7% 28 $4K
Fortitude Family Office, LLC 0.00% No change 23 $3K
Avior Wealth Management, LLC 0.00% New 23 $3K
Frazier Financial Advisors, LLC 0.00% Add +120.0% 22 $3K
Blue Bell Private Wealth Management, LLC 0.00% New 22 $3K
Allworth Financial LP 0.00% Add +16.7% 21 $3K
Anchor Investment Management, LLC 0.00% New 20 $3K
Continuum Advisory, LLC 0.00% New 7 $1K
IFP Advisors, Inc 0.00% New 8 $1K
Farmers & Merchants Investments Inc. 0.00% No change 6 $854
Parkside Financial Bank & Trust 0.00% No change 4 $570
C M Bidwell & Associates Ltd. 0.00% New 4 $569
UMB Bank, n.a. 0.00% New 4 $569
WR Wealth Planners, LLC 0.00% New 2 $285
Abound Wealth Management 0.00% New 1 $143
TFC Financial Management, Inc. 0.00% New 1 $143
Huntington National Bank 0.00% New 1 $142
Rothschild Investment LLC 0.00% New 1 $142

"% of holder's portfolio" is POWL's weight in each manager's 13F, not the share of Powell Industries Inc. the manager owns.