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 |
| Penserra Capital Management LLC | 0.04% | New | 9,279 | $2.1M |
| Rodgers Brothers Inc. | 0.26% | No change | 9,200 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Add +74.4% | 9,133 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 9,056 | $2.0M |
| Verition Fund Management LLC | 0.01% | Reduce -64.8% | 8,400 | $1.9M |
| HighTower Advisors, LLC | 0.00% | New | 8,146 | $1.8M |
| Zacks Investment Management | 0.02% | Add +6.4% | 8,026 | $1.8M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.2% | 8,008 | $1.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -26.8% | 7,988 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.51% | Add +29.7% | 7,819 | $1.7M |
| Chartwell Investment Partners, LLC | 0.06% | Add +0.8% | 7,711 | $1.7M |
| Freedom Day Solutions, LLC | 0.52% | New | 7,517 | $1.7M |
| Horizon Investment Services, LLC | 0.71% | Add +16.7% | 7,503 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.2% | 7,343 | $1.6M |
| Centiva Capital, LP | 0.07% | Reduce -51.3% | 7,334 | $1.6M |
| Voya Investment Management LLC | 0.00% | Reduce -12.7% | 7,145 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Reduce -0.4% | 6,901 | $1.5M |
| Wolverine Trading, LLC | 0.04% | Add +174.6% | 6,848 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +0.4% | 6,671 | $1.5M |
| Bayesian Capital Management, LP | 0.17% | Add +43.2% | 6,613 | $1.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.43% | New | 6,423 | $1.4M |
| WINTON GROUP Ltd | 0.10% | Add +2.4% | 6,371 | $1.4M |
| Gsa Capital Partners LLP | 0.10% | Reduce -55.8% | 6,180 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | New | 6,112 | $1.4M |
| Syon Capital LLC | 0.12% | Reduce -16.2% | 6,074 | $1.3M |
| Comerica Bank | 0.01% | Add +63.7% | 6,058 | $1.3M |
| Nordea Investment Management AB | 0.00% | New | 5,982 | $1.3M |
| Deutsche Bank AG | 0.00% | Add +21.9% | 5,844 | $1.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -76.7% | 5,661 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -23.4% | 5,623 | $1.2M |
| Scientech Research LLC | 0.24% | Add +136.1% | 5,433 | $1.2M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.9% | 5,365 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | No change | 5,343 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.6% | 5,336 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.6% | 5,049 | $1.1M |
| FMR LLC | 0.00% | Reduce -98.1% | 4,984 | $1.1M |
| Invst, LLC | 0.13% | Add +18.5% | 4,977 | $1.1M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -5.6% | 4,932 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -49.6% | 4,926 | $1.1M |
| Guidance Capital, Inc. | 0.34% | Reduce -14.6% | 4,030 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -14.1% | 4,869 | $1.1M |
| Credit Agricole S A | 0.01% | New | 4,785 | $1.1M |
| Capula Management Ltd | 0.01% | New | 4,743 | $1.1M |
| Harbor Capital Advisors, Inc. | 0.04% | Add +6.9% | 4,604 | $1.0M |
| Daiwa Securities Group Inc. | 0.00% | Add +329.3% | 4,563 | $1.0M |
| Inspire Investing, LLC | 0.10% | Reduce -9.9% | 4,510 | $1.0M |
| Janus Henderson Group PLC | 0.00% | No change | 4,500 | $1000K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.2% | 4,500 | $999K |
| Nebula Research & Development LLC | 0.12% | New | 4,496 | $998K |
| HSBC Holdings PLC | 0.00% | Add +147.5% | 4,483 | $993K |
| CWA Asset Management Group, LLC | 0.05% | — | 4,426 | $983K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -52.5% | 4,253 | $944K |
| Quadrature Capital Ltd | 0.02% | New | 4,066 | $904K |
| Horizon Investments, LLC | 0.02% | New | 3,928 | $872K |
| Engineers Gate Manager LP | 0.02% | Reduce -60.4% | 3,910 | $868K |
| STRS Ohio | 0.00% | Reduce -17.0% | 3,900 | $866K |
| US Bancorp \de | 0.00% | Add +0.7% | 3,847 | $854K |
| Truvestments Capital LLC | 0.23% | Add +14.6% | 3,792 | $842K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +75.6% | 3,701 | $821K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.3% | 3,627 | $805K |
| XTX Topco Ltd | 0.06% | New | 3,611 | $802K |
| Private Trust Co. NA | 0.08% | Add +31.7% | 3,590 | $797K |
| Susquehanna International Group, LLP | 0.00% | Reduce -91.3% | 3,495 | $776K |
| Aviva PLC | 0.00% | Reduce -6.2% | 3,485 | $774K |
| Lazard Asset Management LLC | 0.00% | Add +37.8% | 3,444 | $764K |
| CastleKnight Management LP | 0.09% | New | 3,400 | $755K |
| PFG Advisors | 0.05% | Add +7.0% | 3,359 | $746K |
| Versor Investments LP | 0.12% | Add +48.4% | 3,355 | $745K |
| New York State Common Retirement Fund | 0.00% | Reduce -70.4% | 3,277 | $727K |
| Roman Butler Fullerton & Co. | 0.22% | New | 2,737 | $724K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -1.9% | 3,158 | $701K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +19.7% | 3,158 | $701K |
| Jennison Associates LLC | 0.00% | New | 3,079 | $684K |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.9% | 3,056 | $679K |
| Sterling Capital Management LLC | 0.01% | — | 2,996 | $665K |
| EntryPoint Capital, LLC | 0.37% | Add +65.9% | 2,960 | $657K |
| State of Wisconsin Investment Board | 0.00% | Add +53.0% | 2,957 | $656K |
| Pathstone Holdings, LLC | 0.00% | Add +5.1% | 2,905 | $645K |
| Two Sigma Investments, LP | 0.00% | No change | 2,800 | $622K |
| Sei Investments Co. | 0.00% | Reduce -57.9% | 2,764 | $614K |
| Arizona State Retirement System | 0.00% | Add +3.1% | 2,762 | $613K |
| Amalgamated Bank | 0.01% | Reduce -2.6% | 2,742 | $609K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -44.8% | 2,718 | $603K |
| Precision Wealth Strategies, LLC | 0.55% | Reduce -1.9% | 2,672 | $593K |
| Creative Planning | 0.00% | Add +20.8% | 2,612 | $580K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 2,590 | $575K |
| Pitcairn Co. | 0.03% | Reduce -23.4% | 2,502 | $555K |
| Cumberland Partners Ltd | 0.04% | New | 2,500 | $555K |
| Headlands Technologies LLC | 0.06% | New | 2,482 | $551K |
| Caxton Associates LP | 0.02% | Reduce -67.6% | 2,424 | $538K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 2,421 | $537K |
| Merit Financial Group, LLC | 0.01% | New | 2,414 | $536K |
| Lombard Odier Asset Management (USA) Corp | 0.23% | New | 2,373 | $527K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +4.5% | 2,344 | $520K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 2,344 | $520K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -0.0% | 2,334 | $518K |
| Spire Wealth Management | 0.02% | New | 2,265 | $503K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +5.4% | 2,247 | $499K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 2,135 | $474K |
| Alps Advisors Inc. | 0.00% | Reduce -7.9% | 2,097 | $466K |
| Private Advisor Group, LLC | 0.00% | Add +11.5% | 2,090 | $464K |
| City Center Advisors, LLC | 0.51% | New | 2,078 | $461K |
| Bailard, Inc. | 0.01% | No change | 2,061 | $458K |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 2,009 | $446K |
| Balyasny Asset Management L.P. | 0.00% | New | 2,008 | $446K |
| Nomura Holdings Inc. | 0.00% | Reduce -0.1% | 2,000 | $444K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.5% | 1,999 | $444K |
| Cynosure Group, LLC | 0.06% | New | 1,979 | $439K |
| Cambria Investment Management, L.P. | 0.03% | New | 1,970 | $437K |
| ProShare Advisors LLC | 0.00% | Add +36.8% | 1,951 | $433K |
| Cwm, LLC | 0.00% | Add +284.6% | 1,946 | $432K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -33.2% | 1,599 | $426K |
| Ameritas Advisory Services, LLC | 0.02% | New | 1,904 | $423K |
| Cetera Investment Advisers | 0.00% | New | 1,861 | $413K |
| Advisory Services Network, LLC | 0.01% | No change | 2,821 | $405K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -96.8% | 1,819 | $404K |
| Trek Financial, LLC | 0.03% | Add +1.8% | 1,739 | $386K |
| Diversified Trust Co. | 0.01% | Add +7.1% | 1,733 | $385K |
| Picton Mahoney Asset Management | 0.01% | Add +427.3% | 1,719 | $382K |
| Fox Run Management, L.L.C. | 0.08% | Reduce -77.2% | 1,716 | $381K |
| Triumph Capital Management | 0.13% | New | 1,706 | $379K |
| Graham Capital Management, L.P. | 0.02% | Reduce -6.0% | 1,580 | $351K |
| Entropy Technologies, LP | 0.04% | Reduce -65.6% | 1,572 | $349K |
| Canada Pension Plan Investment Board | 0.00% | Add +200.0% | 1,500 | $333K |
| Cerity Partners LLC | 0.00% | New | 1,481 | $329K |
| Cim, LLC | 0.05% | Reduce -1.4% | 1,464 | $325K |
| Avantax Advisory Services, Inc. | 0.00% | New | 1,409 | $313K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -7.3% | 1,407 | $312K |
| Pictet Asset Management Holding SA | 0.00% | No change | 1,407 | $312K |
| Strong Tower Advisory Services | 0.09% | New | 1,388 | $308K |
| Gallacher Capital Management LLC | 0.14% | Reduce -56.5% | 1,354 | $301K |
| Bank of Montreal | 0.00% | New | 1,360 | $298K |
| Choreo, LLC | 0.00% | New | 1,299 | $297K |
| Atom Investors LP | 0.03% | Reduce -60.6% | 1,331 | $295K |
| HighPoint Advisor Group LLC | 0.02% | New | 950 | $265K |
| Stifel Financial Corp. | 0.00% | New | 1,177 | $261K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 1,172 | $260K |
| Bay Rivers Group | 0.12% | New | 1,117 | $248K |
| Montchanin Asset Management, LLC | 0.22% | New | 1,080 | $240K |
| First Hawaiian Bank | 0.01% | New | 1,079 | $240K |
| GW Henssler & Associates Ltd. | 0.01% | New | 1,072 | $238K |
| Inceptionr LLC | 0.06% | New | 1,052 | $234K |
| Corton Capital Inc. | 0.11% | New | 1,040 | $231K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 1,036 | $230K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.0% | 1,031 | $229K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 1,030 | $229K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.9% | 988 | $219K |
| Brookstone Capital Management | 0.00% | New | 962 | $214K |
| Highland Capital Management, LLC | 0.01% | New | 960 | $213K |
| Evergreen Capital Management LLC | 0.01% | New | 950 | $211K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 949 | $211K |
| Vontobel Holding Ltd. | 0.00% | New | 937 | $208K |
| Norris Financial Group, LLC | 0.10% | New | 926 | $206K |
| Guggenheim Capital LLC | 0.00% | New | 922 | $205K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 904 | $201K |
| Moors & Cabot, Inc. | 0.01% | New | 905 | $201K |
| PNC Financial Services Group, Inc. | 0.00% | Add +88.0% | 889 | $197K |
| Acadian Asset Management LLC | 0.00% | Reduce -97.0% | 582 | $129K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | New | 507 | $113K |
| National Bank of Canada | 0.00% | Reduce -32.8% | 486 | $108K |
| GAMMA Investing LLC | 0.01% | Add +62.9% | 466 | $103K |
| KBC Group NV | 0.00% | Add +64.3% | 322 | $71K |
| Gen-Wealth Partners Inc | 0.03% | New | 279 | $71K |
| UMB Bank, n.a. | 0.00% | Add +155.3% | 314 | $70K |
| Quarry LP | 0.02% | Reduce -6.0% | 313 | $69K |
| Macquarie Group Ltd. | 0.00% | New | 277 | $61K |
| Covestor Ltd | 0.03% | Add +21.8% | 229 | $51K |
| Plato Investment Management Ltd | 0.00% | No change | 214 | $47K |
| Farther Finance Advisors, LLC | 0.00% | Add +110.5% | 200 | $44K |
| Quadrant Capital Group LLC | 0.00% | Add +30.9% | 165 | $37K |
| AlphaQuest LLC | 0.00% | New | 157 | $35K |
| Lanark Financial, Inc. | 0.00% | Add +13.2% | 154 | $34K |
| CoreCap Advisors, LLC | 0.00% | New | 150 | $33K |
| CIBC Private Wealth Group LLC | 0.00% | Add +168.0% | 134 | $30K |
| Hollencrest Capital Management | 0.00% | New | 133 | $30K |
| Federated Hermes, Inc. | 0.00% | Add +2540.0% | 132 | $29K |
| Aster Capital Management (DIFC) Ltd | 0.01% | — | 117 | $26K |
| Prestige Wealth Management Group LLC | 0.00% | New | 100 | $22K |
| nVerses Capital, LLC | 0.01% | No change | 100 | $22K |
| Optimum Investment Advisors | 0.01% | New | 100 | $22K |
| Clearstead Advisors, LLC | 0.00% | New | 100 | $22K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -24.0% | 95 | $21K |
| Jones Financial Companies LLLP | 0.00% | Add +111.1% | 95 | $21K |
| Huntington National Bank | 0.00% | No change | 88 | $20K |
| GeoWealth Management, LLC | 0.00% | New | 80 | $18K |
| Earned Wealth Advisors, LLC | 0.01% | New | 75 | $17K |
| Byrne Asset Management LLC | 0.01% | No change | 68 | $15K |
| Signaturefd, LLC | 0.00% | Add +407.7% | 66 | $15K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.1% | 63 | $14K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 55 | $12K |
| Leonteq Securities AG | 0.00% | Reduce -50.0% | 50 | $11K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -2.0% | 48 | $11K |
| Anchor Investment Management, LLC | 0.00% | No change | 45 | $10K |
| True Wealth Design, LLC | 0.00% | New | 42 | $9K |
| Fifth Third Bancorp | 0.00% | Add +23.5% | 42 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 40 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.2% | 32 | $7K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +11.1% | 30 | $7K |
| LGT Financial Advisors LLC | 0.02% | No change | 29 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -40.8% | 29 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Add +26.1% | 29 | $6K |
| Macroview Investment Management LLC | 0.01% | No change | 27 | $6K |
| Larson Financial Group LLC | 0.00% | New | 26 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 24 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 23 | $5K |
| Allworth Financial LP | 0.00% | No change | 21 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +25.0% | 20 | $4K |
| Bessemer Group Inc. | 0.00% | New | 16 | $4K |
| Avior Wealth Management, LLC | 0.00% | No change | 15 | $3K |
| Harbour Investments, Inc. | 0.00% | Reduce -91.7% | 10 | $2K |
| Rothschild Investment LLC | 0.00% | Add +150.0% | 10 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 7 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 9 | $2K |
| Beacon Capital Management, LLC | 0.00% | Reduce -83.7% | 8 | $2K |
| Wolff Wiese Magana LLC | 0.00% | New | 6 | $1K |
| Arax Advisory Partners | 0.00% | No change | 6 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 6 | $1K |
| Lindbrook Capital, LLC | 0.00% | Reduce -80.0% | 5 | $1K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 4 | $888 |
| Parkside Financial Bank & Trust | 0.00% | No change | 3 | $666 |
| PEAK6 Investments LLC | 0.00% | New | 2 | $520 |
| Abound Wealth Management | 0.00% | No change | 1 | $222 |
| Mendota Financial Group, LLC | 0.00% | New | 1 | $222 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $222 |
"% of holder's portfolio" is POWL's weight in each manager's 13F, not the share of Powell Industries Inc. the manager owns.