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 |
| Prudential Financial Inc. | 0.00% | Reduce -4.1% | 9,840 | $1.4M |
| SG Americas Securities, LLC | 0.01% | New | 9,781 | $1.4M |
| AXA S.A. | 0.00% | New | 9,746 | $1.4M |
| California State Teachers Retirement System | 0.00% | Reduce -2.2% | 9,330 | $1.3M |
| Rodgers Brothers Inc. | 0.18% | Reduce -5.2% | 9,200 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -2.0% | 8,964 | $1.3M |
| Teacher Retirement System of Texas | 0.01% | Reduce -47.4% | 8,743 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -18.1% | 8,184 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +171.3% | 8,120 | $1.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.2% | 8,108 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Add +53.9% | 8,086 | $1.2M |
| Citigroup Inc. | 0.00% | Add +6.5% | 7,952 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | New | 7,800 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.2% | 7,663 | $1.1M |
| Chartwell Investment Partners, LLC | 0.04% | Reduce -14.1% | 7,651 | $1.1M |
| Zacks Investment Management | 0.01% | Add +17.5% | 7,542 | $1.1M |
| Fox Run Management, L.L.C. | 0.20% | Add +122.8% | 7,510 | $1.1M |
| Caxton Associates LP | 0.04% | Add +403.0% | 7,485 | $1.1M |
| MML Investors Services, LLC | 0.00% | New | 7,341 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -37.2% | 7,332 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -39.9% | 7,324 | $1.0M |
| Syon Capital LLC | 0.10% | No change | 7,247 | $1.0M |
| Valmark Advisers, Inc. | 0.02% | Reduce -2.6% | 6,929 | $994K |
| Savant Capital, LLC | 0.01% | Add +0.5% | 6,647 | $953K |
| Sei Investments Co. | 0.00% | Reduce -60.0% | 6,562 | $941K |
| Quantedge Capital Pte Ltd | 0.34% | New | 6,500 | $932K |
| Horizon Investment Services, LLC | 0.43% | Add +62.4% | 6,430 | $922K |
| WINTON GROUP Ltd | 0.06% | Add +2.9% | 6,224 | $893K |
| Guidance Capital, Inc. | 0.28% | Reduce -0.4% | 4,718 | $866K |
| Jackson Creek Investment Advisors LLC | 0.32% | Reduce -0.2% | 6,030 | $865K |
| Oppenheimer & Co. Inc. | 0.01% | Add +57.4% | 5,665 | $812K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +123.3% | 5,658 | $811K |
| Two Sigma Advisers, LP | 0.00% | Reduce -22.2% | 5,600 | $803K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.2% | 5,420 | $777K |
| Corebridge Financial, Inc. | 0.00% | — | 5,416 | $777K |
| MetLife Investment Management, LLC | 0.00% | Add +13.7% | 5,343 | $766K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.9% | 5,294 | $759K |
| BNP Paribas Financial Markets | 0.00% | Reduce -54.2% | 5,236 | $751K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -12.2% | 5,223 | $749K |
| Inspire Investing, LLC | 0.08% | Reduce -20.8% | 5,005 | $718K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.2% | 4,923 | $706K |
| Deutsche Bank AG | 0.00% | Add +8.8% | 4,793 | $687K |
| STRS Ohio | 0.00% | Add +4.4% | 4,700 | $674K |
| Martingale Asset Management L P | 0.01% | Reduce -44.9% | 4,671 | $670K |
| Bayesian Capital Management, LP | 0.08% | Reduce -46.4% | 4,619 | $662K |
| Louisiana State Employees Retirement System | 0.01% | No change | 4,600 | $660K |
| Entropy Technologies, LP | 0.07% | New | 4,571 | $655K |
| Danske Bank A/S | 0.00% | New | 4,508 | $646K |
| Janus Henderson Group PLC | 0.00% | Reduce -15.8% | 4,500 | $645K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +80.3% | 4,308 | $618K |
| Invst, LLC | 0.07% | Add +55.3% | 4,201 | $603K |
| US Bancorp \de | 0.00% | Reduce -0.5% | 3,822 | $548K |
| Aviva PLC | 0.00% | Reduce -9.4% | 3,716 | $533K |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.0% | 3,712 | $532K |
| Comerica Bank | 0.00% | Reduce -6.5% | 3,700 | $531K |
| Paloma Partners Management Co | 0.06% | New | 3,661 | $525K |
| Atom Investors LP | 0.05% | New | 3,379 | $485K |
| Truvestments Capital LLC | 0.19% | Add +27.6% | 3,310 | $475K |
| Janney Montgomery Scott LLC | 0.00% | New | 3,281 | $470K |
| Pitcairn Co. | 0.03% | New | 3,268 | $469K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -3.1% | 3,218 | $461K |
| PFG Advisors | 0.03% | Add +8.9% | 3,140 | $450K |
| Gallacher Capital Management LLC | 0.24% | New | 3,115 | $447K |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.0% | 2,971 | $427K |
| Advisory Services Network, LLC | 0.01% | New | 2,821 | $405K |
| Amalgamated Bank | 0.00% | Reduce -5.2% | 2,814 | $404K |
| Two Sigma Investments, LP | 0.00% | Reduce -3.5% | 2,800 | $402K |
| Pathstone Holdings, LLC | 0.00% | Add +0.8% | 2,765 | $397K |
| Precision Wealth Strategies, LLC | 0.40% | Reduce -0.6% | 2,725 | $391K |
| Private Trust Co. NA | 0.04% | Add +14.7% | 2,725 | $391K |
| Arizona State Retirement System | 0.00% | Add +1.9% | 2,680 | $384K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +8.9% | 2,638 | $378K |
| Seven Eight Capital, LP | 0.04% | New | 2,619 | $376K |
| Lazard Asset Management LLC | 0.00% | Reduce -73.6% | 2,499 | $358K |
| Wolverine Trading, LLC | 0.01% | New | 2,494 | $358K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 2,421 | $347K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3.6% | 2,394 | $343K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +42.0% | 2,344 | $336K |
| Freedom Investment Management, Inc. | 0.03% | Add +11.9% | 2,335 | $335K |
| Scientech Research LLC | 0.07% | Reduce -64.5% | 2,301 | $330K |
| Alps Advisors Inc. | 0.00% | Reduce -0.5% | 2,276 | $326K |
| Versor Investments LP | 0.06% | Reduce -59.7% | 2,261 | $324K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -9.3% | 2,244 | $322K |
| Creative Planning | 0.00% | New | 2,163 | $310K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -65.4% | 2,135 | $306K |
| Cornerstone Investment Partners, LLC | 0.02% | Reduce -8.6% | 2,131 | $306K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 2,108 | $302K |
| Bailard, Inc. | 0.01% | No change | 2,061 | $296K |
| Nomura Holdings Inc. | 0.00% | New | 2,001 | $287K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 1,989 | $285K |
| Dark Forest Capital Management LP | 0.05% | New | 1,969 | $282K |
| State of Wisconsin Investment Board | 0.00% | Reduce -58.5% | 1,932 | $277K |
| Private Advisor Group, LLC | 0.00% | New | 1,875 | $269K |
| HSBC Holdings PLC | 0.00% | Reduce -41.5% | 1,811 | $259K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +151.6% | 1,804 | $259K |
| EntryPoint Capital, LLC | 0.12% | Reduce -23.6% | 1,784 | $256K |
| Trek Financial, LLC | 0.02% | Add +14.5% | 1,708 | $245K |
| Graham Capital Management, L.P. | 0.02% | New | 1,680 | $241K |
| Triasima Portfolio Management inc. | 0.02% | Add +1.2% | 1,635 | $234K |
| Diversified Trust Co. | 0.01% | Add +8.7% | 1,618 | $232K |
| Cim, LLC | 0.03% | New | 1,484 | $222K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -4.4% | 1,518 | $218K |
| Aquatic Capital Management LLC | 0.01% | Reduce -82.1% | 1,500 | $215K |
| ProShare Advisors LLC | 0.00% | Reduce -23.6% | 1,426 | $204K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -10.9% | 1,407 | $202K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -66.4% | 1,063 | $152K |
| Public Employees Retirement Association of Colorado | 0.00% | New | 1,036 | $149K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 979 | $140K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 949 | $136K |
| National Bank of Canada | 0.00% | Reduce -1.6% | 723 | $103K |
| Cwm, LLC | 0.00% | Reduce -70.3% | 506 | $73K |
| Canada Pension Plan Investment Board | 0.00% | New | 500 | $72K |
| PNC Financial Services Group, Inc. | 0.00% | Add +64.2% | 473 | $68K |
| Quarry LP | 0.02% | New | 333 | $48K |
| Picton Mahoney Asset Management | 0.00% | New | 326 | $47K |
| GAMMA Investing LLC | 0.01% | Add +38.2% | 286 | $41K |
| Plato Investment Management Ltd | 0.00% | Reduce -39.5% | 214 | $31K |
| KBC Group NV | 0.00% | New | 196 | $28K |
| Covestor Ltd | 0.02% | Reduce -2.6% | 188 | $27K |
| Lanark Financial, Inc. | 0.00% | New | 136 | $19K |
| Quadrant Capital Group LLC | 0.00% | Reduce -34.7% | 126 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 125 | $18K |
| UMB Bank, n.a. | 0.00% | Add +2975.0% | 123 | $18K |
| Harbour Investments, Inc. | 0.00% | New | 120 | $17K |
| nVerses Capital, LLC | 0.01% | Reduce -66.7% | 100 | $14K |
| Leonteq Securities AG | 0.00% | Reduce -41.2% | 100 | $14K |
| Group One Trading LLC | 0.00% | Add +156.4% | 100 | $14K |
| Farther Finance Advisors, LLC | 0.00% | New | 95 | $14K |
| Huntington National Bank | 0.00% | Add +8700.0% | 88 | $13K |
| Byrne Asset Management LLC | 0.01% | New | 68 | $10K |
| Parallel Advisors, LLC | 0.00% | New | 65 | $9K |
| Meeder Asset Management Inc. | 0.00% | New | 53 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | New | 50 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | New | 50 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 49 | $7K |
| Beacon Capital Management, LLC | 0.00% | Add +19.5% | 49 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 49 | $7K |
| Anchor Investment Management, LLC | 0.00% | Add +125.0% | 45 | $6K |
| Jones Financial Companies LLLP | 0.00% | New | 45 | $6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 40 | $6K |
| Fifth Third Bancorp | 0.00% | Add +21.4% | 34 | $5K |
| LGT Financial Advisors LLC | 0.01% | No change | 29 | $4K |
| Macroview Investment Management LLC | 0.00% | Reduce -56.5% | 27 | $4K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +22.7% | 27 | $4K |
| Lindbrook Capital, LLC | 0.00% | New | 25 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 23 | $3K |
| Smartleaf Asset Management LLC | 0.00% | New | 23 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -9.1% | 20 | $3K |
| Allworth Financial LP | 0.00% | No change | 21 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 16 | $2K |
| Avior Wealth Management, LLC | 0.00% | Reduce -34.8% | 15 | $2K |
| Signaturefd, LLC | 0.00% | New | 13 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 10 | $1K |
| Innealta Capital, LLC | 0.00% | New | 9 | $1K |
| First Horizon Advisors, Inc. | 0.00% | New | 9 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 7 | $1K |
| Arax Advisory Partners | 0.00% | New | 6 | $861 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 6 | $860 |
| Federated Hermes, Inc. | 0.00% | Reduce -84.4% | 5 | $717 |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 4 | $574 |
| Institutional & Family Asset Management, LLC | 0.00% | New | 4 | $574 |
| Rothschild Investment LLC | 0.00% | Add +300.0% | 4 | $574 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -25.0% | 3 | $431 |
| Abich Financial Wealth Management LLC | 0.00% | New | 3 | $430 |
| Toronto Dominion Bank | 0.00% | New | 3 | $430 |
| WR Wealth Planners, LLC | 0.00% | No change | 2 | $287 |
| Abound Wealth Management | 0.00% | No change | 1 | $144 |
"% of holder's portfolio" is POWL's weight in each manager's 13F, not the share of Powell Industries Inc. the manager owns.