Powell IndustriesPOWL
13F holders, Q3 2024 (September 30)324holders +57
85new positions
31sold out
6famous investors
$223.00avg. 13F price*
At the end of Q3 2024, 324 institutions reported holding Powell Industries Inc. (POWL) in their 13F filings, up 57 from Q2 2024. 85 opened new positions and 31 sold out. The largest holders were Transform Wealth, LLC ($371.6M), BlackRock, Inc. ($324.5M) and Vanguard Group Inc. ($147.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $144.1M |
| Exits | 31 | $43.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,396,082 shares bought and 1,943,461 shares sold, net −547,379 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| Transform Wealth, LLC | 24.62% | Reduce -0.0% | 1,673,759 | $371.6M |
| BlackRock, Inc. | 0.01% | — | 1,461,611 | $324.5M |
| Vanguard Group Inc. | 0.00% | Add +2.3% | 663,061 | $147.2M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -15.6% | 546,743 | $121.4M |
| Morgan Stanley | 0.01% | Add +86.8% | 537,873 | $119.4M |
| Pacer Advisors, Inc. | 0.19% | Reduce -18.1% | 385,888 | $85.7M |
| State Street Corp. | 0.00% | Add +0.9% | 362,717 | $80.5M |
| Renaissance Technologies | 0.11% | Reduce -18.7% | 336,335 | $74.7M |
| American Century Companies Inc. | 0.04% | Add +18.3% | 324,721 | $72.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.14% | Add +2.2% | 281,866 | $62.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.9% | 257,049 | $57.1M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -9.3% | 223,760 | $49.7M |
| Millennium Management | 0.03% | Add +1.4% | 137,878 | $30.6M |
| Wellington Management Group LLP | 0.01% | New | 135,313 | $30.0M |
| Invesco Ltd. | 0.00% | Add +75.4% | 113,289 | $25.1M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.1% | 113,009 | $25.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.4% | 111,595 | $24.8M |
| Northern Trust Corp. | 0.00% | Add +2.2% | 100,959 | $22.4M |
| First Trust Advisors LP | 0.02% | Reduce -75.5% | 98,986 | $22.0M |
| Victory Capital Management Inc. | 0.02% | Add +1119.3% | 98,590 | $21.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +12.4% | 93,845 | $20.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.5% | 92,013 | $20.4M |
| Eagle Asset Management Inc. | 0.09% | Reduce -5.7% | 51,397 | $17.8M |
| Royce & Associates LP | 0.15% | Reduce -9.5% | 74,458 | $16.5M |
| Sanctuary Advisors, LLC | 0.10% | New | 54,851 | $15.9M |
| Bank of America Corp. | 0.00% | Reduce -56.8% | 67,031 | $14.9M |
| Jane Street Group, LLC | 0.02% | Add +31.3% | 61,521 | $13.7M |
| Stephens Investment Management Group LLC | 0.19% | New | 61,291 | $13.6M |
| Barclays PLC | 0.01% | Add +198.1% | 60,969 | $13.5M |
| Jacobs Levy Equity Management, Inc. | 0.05% | Reduce -50.3% | 60,067 | $13.3M |
| Citadel Advisors | 0.01% | Add +7.6% | 59,774 | $13.3M |
| Globeflex Capital L P | 1.27% | Add +0.6% | 59,662 | $13.2M |
| Engine No. 1 LLC | 26.15% | Reduce -3.0% | 59,500 | $13.2M |
| Man Group plc | 0.04% | Reduce -37.4% | 58,791 | $13.1M |
| Driehaus Capital Management LLC | 0.11% | Reduce -29.4% | 57,422 | $12.7M |
| Ophir Asset Management Pty Ltd | 1.85% | Reduce -60.3% | 54,178 | $12.0M |
| AQR Capital Management | 0.02% | Add +10.0% | 54,098 | $12.0M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -63.9% | 54,000 | $12.0M |
| Baird Financial Group, Inc. | 0.02% | Add +8.5% | 52,835 | $11.7M |
| Principal Financial Group Inc. | 0.01% | Add +5.7% | 51,507 | $11.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.0% | 51,026 | $11.3M |
| Danske Bank A/S | 0.04% | Add +1013.7% | 50,207 | $11.1M |
| Rockefeller Capital Management L.P. | 0.03% | New | 48,473 | $10.8M |
| Empowered Funds, LLC | 0.16% | New | 44,557 | $9.9M |
| Panagora Asset Management Inc. | 0.04% | Reduce -0.6% | 40,632 | $9.0M |
| Royal Bank of Canada | 0.00% | Reduce -14.6% | 36,386 | $8.1M |
| Alliancebernstein L.P. | 0.00% | Add +6.7% | 35,925 | $8.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -43.3% | 35,292 | $7.8M |
| Loomis Sayles & Co. L P | 0.01% | New | 32,548 | $7.2M |
| Hillsdale Investment Management Inc. | 0.54% | Reduce -3.8% | 31,522 | $7.0M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +18.6% | 31,429 | $7.0M |
| LPL Financial LLC | 0.00% | Add +116.2% | 31,153 | $6.9M |
| Capital Fund Management S.A. | 0.07% | New | 28,968 | $6.4M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce 0.0% | 28,951 | $6.4M |
| Orion Portfolio Solutions, LLC | 0.06% | Reduce 0.0% | 28,951 | $6.4M |
| Wells Fargo & Company | 0.00% | Add +67.0% | 28,286 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Add +101.5% | 26,858 | $6.0M |
| Legal & General Group Plc | 0.00% | Add +2.4% | 26,115 | $5.8M |
| Spirepoint Private Client, LLC | 0.76% | Add +2.5% | 25,953 | $5.8M |
| Snowden Capital Advisors LLC | 0.17% | Reduce -50.1% | 25,867 | $5.7M |
| Rhumbline Advisers | 0.01% | Reduce -3.1% | 25,372 | $5.6M |
| Franklin Resources Inc. | 0.00% | Add +2.5% | 20,098 | $5.4M |
| HRT Financial LP | 0.03% | Reduce -36.6% | 23,053 | $5.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.4% | 22,623 | $5.0M |
| Bantamac Capital, LLC | 2.41% | Add +14.4% | 22,539 | $5.0M |
| Navellier & Associates Inc. | 0.66% | Reduce -27.1% | 22,073 | $4.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +5.9% | 21,674 | $4.8M |
| Gotham Asset Management | 0.05% | Reduce -6.4% | 21,450 | $4.8M |
| Raymond James & Associates | 0.00% | Add +18.9% | 21,276 | $4.7M |
| Public Sector Pension Investment Board | 0.02% | Reduce -2.0% | 19,885 | $4.4M |
| Ausbil Investment Management Ltd | 1.52% | Reduce -14.4% | 19,833 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +17.3% | 19,332 | $4.3M |
| Algert Global LLC | 0.11% | Add +2.7% | 19,244 | $4.3M |
| Swiss National Bank | 0.00% | Reduce -1.1% | 18,700 | $4.2M |
| Squarepoint Ops LLC | 0.01% | Add +154.5% | 18,663 | $4.1M |
| Vident Advisory, LLC | 0.10% | New | 18,340 | $4.1M |
| Advisors Management Group Inc. | 0.88% | New | 16,851 | $3.7M |
| UBS Group AG | 0.00% | Add +50.6% | 16,816 | $3.7M |
| Oberweis Asset Management Inc./ | 0.19% | No change | 16,800 | $3.7M |
| Independent Advisor Alliance | 0.13% | New | 16,621 | $3.7M |
| Trexquant Investment LP | 0.05% | Reduce -58.1% | 16,311 | $3.6M |
| Candelo Capital Management LP | 2.30% | New | 16,073 | $3.6M |
| Carnegie Investment Counsel | 0.09% | Add +6.0% | 13,699 | $3.0M |
| Los Angeles Capital Management LLC | 0.01% | Add +36.8% | 13,526 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.4% | 13,445 | $3.0M |
| Citigroup Inc. | 0.00% | Add +66.9% | 13,273 | $2.9M |
| OMERS ADMINISTRATION Corp | 0.03% | Add +68.0% | 13,100 | $2.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +6.9% | 12,521 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.1% | 12,491 | $2.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -34.6% | 12,402 | $2.8M |
| Assetmark, Inc. | 0.01% | Add +8.3% | 12,158 | $2.7M |
| Cibc World Market Inc. | 0.01% | Reduce -79.9% | 11,275 | $2.5M |
| Intech Investment Management LLC | 0.03% | New | 11,123 | $2.5M |
| Dana Investment Advisors, Inc. | 0.08% | Add +8.1% | 11,011 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +34.8% | 10,947 | $2.4M |
| Polar Asset Management Partners Inc. | 0.08% | New | 10,764 | $2.4M |
| AXA S.A. | 0.01% | Add +10.4% | 10,764 | $2.4M |
| Mariner, LLC | 0.00% | Add +45.1% | 10,628 | $2.4M |
| Teacher Retirement System of Texas | 0.01% | Add +20.2% | 10,506 | $2.3M |
| Prudential Financial Inc. | 0.00% | Reduce -2.6% | 9,585 | $2.1M |
"% of holder's portfolio" is POWL's weight in each manager's 13F, not the share of Powell Industries Inc. the manager owns.