Powell IndustriesPOWL
13F holders, Q2 2024 (June 30)267holders +31
59new positions
28sold out
6famous investors
$143.42avg. 13F price*
At the end of Q2 2024, 267 institutions reported holding Powell Industries Inc. (POWL) in their 13F filings, up 31 from Q1 2024. 59 opened new positions and 28 sold out. The largest holders were Transform Wealth, LLC ($240.1M), BlackRock Inc. ($201.9M) and Vanguard Group Inc. ($92.9M). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $92.4M |
| Exits | 28 | $40.3M |
All 13F filers, Q1 2024 → Q2 2024: 3,375,641 shares bought and 1,571,340 shares sold, net +1,804,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 267 holders
| Transform Wealth, LLC | 18.02% | Add +25920.5% | 1,674,162 | $240.1M |
| BlackRock Inc. | 0.00% | Reduce -2.9% | 1,407,704 | $201.9M |
| Vanguard Group Inc. | 0.00% | Reduce -1.3% | 648,002 | $92.9M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -6.5% | 647,827 | $92.9M |
| Pacer Advisors, Inc. | 0.16% | Reduce -23.1% | 471,353 | $67.6M |
| Renaissance Technologies | 0.10% | Reduce -12.0% | 413,835 | $59.3M |
| First Trust Advisors LP | 0.06% | Add +33.5% | 404,694 | $58.0M |
| State Street Corp. | 0.00% | Add +2.1% | 359,314 | $51.5M |
| Morgan Stanley | 0.00% | Add +116.2% | 287,980 | $41.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.09% | — | 275,707 | $39.5M |
| American Century Companies Inc. | 0.02% | Add +15.0% | 274,388 | $39.3M |
| FMR LLC | 0.00% | Add +75.3% | 257,245 | $36.9M |
| Geode Capital Management, LLC | 0.00% | Add +6.3% | 247,357 | $35.5M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +25.9% | 246,611 | $35.4M |
| Bank of America Corp. | 0.00% | Add +601.6% | 155,049 | $22.2M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | New | 149,503 | $21.4M |
| Ophir Asset Management Pty Ltd | 3.46% | Add +45.0% | 136,315 | $19.5M |
| Millennium Management | 0.02% | Reduce -37.0% | 135,950 | $19.5M |
| Jacobs Levy Equity Management, Inc. | 0.07% | Add +16.6% | 120,729 | $17.3M |
| Nuveen Asset Management, LLC | 0.00% | Add +1.6% | 113,168 | $16.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -56.8% | 105,913 | $15.2M |
| Bank of New York Mellon Corp | 0.00% | Add +1.0% | 99,517 | $14.3M |
| Northern Trust Corp. | 0.00% | Reduce -3.5% | 98,784 | $14.2M |
| Man Group plc | 0.04% | Reduce -40.3% | 93,874 | $13.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.5% | 83,493 | $12.0M |
| Royce & Associates LP | 0.11% | Reduce -6.0% | 82,276 | $11.8M |
| Driehaus Capital Management LLC | 0.11% | New | 81,295 | $11.7M |
| Invesco Ltd. | 0.00% | Reduce -46.8% | 64,597 | $9.3M |
| Ameriprise Financial Inc. | 0.00% | Add +1.6% | 62,272 | $8.9M |
| Engine No. 1 LLC | 9.23% | Add +91.3% | 61,374 | $8.8M |
| Globeflex Capital L P | 0.89% | Reduce -12.6% | 59,317 | $8.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +11.6% | 56,545 | $8.1M |
| Cibc World Market Inc. | 0.02% | Reduce -24.0% | 56,134 | $8.1M |
| Citadel Advisors | 0.01% | Reduce -43.0% | 55,544 | $8.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -58.4% | 54,710 | $7.8M |
| Eagle Asset Management Inc. | 0.04% | New | 54,505 | $7.8M |
| Hel Ved Capital Management Ltd | 2.61% | Add +89.9% | 52,507 | $7.5M |
| Snowden Capital Advisors LLC | 0.22% | New | 51,860 | $7.4M |
| AQR Capital Management | 0.01% | Reduce -13.5% | 49,182 | $7.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -3.1% | 48,714 | $7.0M |
| Baird Financial Group, Inc. | 0.01% | New | 48,685 | $7.0M |
| Jane Street Group, LLC | 0.01% | Add +279.9% | 46,864 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | New | 46,816 | $6.7M |
| Royal Bank of Canada | 0.00% | Reduce -14.2% | 42,589 | $6.1M |
| Panagora Asset Management Inc. | 0.03% | Add +11.0% | 40,858 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | Add +461.4% | 40,109 | $5.8M |
| Trexquant Investment LP | 0.09% | Add +57.0% | 38,975 | $5.6M |
| HRT Financial LP | 0.03% | New | 36,361 | $5.2M |
| Alliancebernstein L.P. | 0.00% | No change | 33,656 | $4.8M |
| Hillsdale Investment Management Inc. | 0.37% | Reduce -13.8% | 32,764 | $4.7M |
| Navellier & Associates Inc. | 0.51% | Add +6.4% | 30,276 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.04% | New | 28,952 | $4.2M |
| Orion Portfolio Solutions, LLC | 0.04% | New | 28,952 | $4.2M |
| Lord, Abbett & Co. LLC | 0.01% | Add +583.5% | 26,793 | $3.8M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +8.8% | 26,505 | $3.8M |
| Rhumbline Advisers | 0.00% | Reduce -7.3% | 26,181 | $3.8M |
| Legal & General Group Plc | 0.00% | Add +0.9% | 25,492 | $3.7M |
| Spirepoint Private Client, LLC | 0.51% | Add +2.0% | 25,328 | $3.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -22.4% | 24,271 | $3.5M |
| Verition Fund Management LLC | 0.03% | Add +1188.7% | 23,840 | $3.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +151.2% | 23,656 | $3.4M |
| Ausbil Investment Management Ltd | 1.53% | Add +401.4% | 23,169 | $3.3M |
| Gotham Asset Management | 0.04% | Add +23.6% | 22,927 | $3.3M |
| Truist Financial Corp. | 0.01% | Reduce -7.4% | 22,899 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.8% | 20,465 | $2.9M |
| Barclays PLC | 0.00% | Add +101.2% | 20,454 | $2.9M |
| Public Sector Pension Investment Board | 0.02% | Add +7.0% | 20,285 | $2.9M |
| Bantamac Capital, LLC | 1.69% | Add +36.2% | 19,706 | $2.8M |
| Franklin Resources Inc. | 0.00% | Add +4.1% | 19,601 | $2.8M |
| Acadian Asset Management LLC | 0.01% | Reduce -73.9% | 19,339 | $2.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -3.2% | 18,971 | $2.7M |
| Swiss National Bank | 0.00% | No change | 18,900 | $2.7M |
| Algert Global LLC | 0.09% | Add +91.4% | 18,744 | $2.7M |
| Raymond James & Associates | 0.00% | Add +39.4% | 17,891 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +58.1% | 16,939 | $2.4M |
| Oberweis Asset Management Inc./ | 0.15% | No change | 16,800 | $2.4M |
| Informed Momentum Co LLC | 0.39% | Reduce -29.4% | 16,572 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +44.1% | 16,488 | $2.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +985.7% | 16,285 | $2.3M |
| ExodusPoint Capital Management, LP | 0.03% | Add +440.2% | 16,147 | $2.3M |
| Centiva Capital, LP | 0.11% | New | 15,062 | $2.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.6% | 15,009 | $2.2M |
| Palisades Investment Partners, LLC | 1.07% | — | 15,009 | $2.2M |
| LPL Financial LLC | 0.00% | Add +51.0% | 14,407 | $2.1M |
| Gsa Capital Partners LLP | 0.14% | Add +257.8% | 13,987 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -87.6% | 13,327 | $1.9M |
| Carnegie Investment Counsel | 0.06% | Add +21.0% | 12,929 | $1.9M |
| Dynamic Technology Lab Private Ltd | 0.20% | Reduce -10.8% | 12,439 | $1.8M |
| Range Financial Group LLC | 0.91% | Reduce -11.9% | 12,418 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +77.8% | 11,888 | $1.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +43.9% | 11,714 | $1.7M |
| Assetmark, Inc. | 0.01% | Add +15068.9% | 11,225 | $1.6M |
| UBS Group AG | 0.00% | Add +33.3% | 11,162 | $1.6M |
| New York State Common Retirement Fund | 0.00% | Add +0.1% | 11,077 | $1.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.7% | 11,024 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.9% | 10,908 | $1.6M |
| Harvest Investment Services, LLC | 0.59% | Add +70.0% | 10,413 | $1.5M |
| Dana Investment Advisors, Inc. | 0.05% | New | 10,184 | $1.5M |
| Los Angeles Capital Management LLC | 0.01% | Add +9.5% | 9,890 | $1.4M |
| Engineers Gate Manager LP | 0.03% | Reduce -20.3% | 9,864 | $1.4M |
"% of holder's portfolio" is POWL's weight in each manager's 13F, not the share of Powell Industries Inc. the manager owns.