Powell IndustriesPOWL
13F holders, Q4 2024 (December 31)351holders +27
71new positions
49sold out
7famous investors
$221.80avg. 13F price*
At the end of Q4 2024, 351 institutions reported holding Powell Industries Inc. (POWL) in their 13F filings, up 27 from Q3 2024. 71 opened new positions and 49 sold out. The largest holders were Transform Wealth, LLC ($360.8M), BlackRock, Inc. ($347.5M) and Vanguard Group Inc. ($152.5M). 7 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Powell Industries Inc.
- CUSIP
- 739128106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $62.8M |
| Exits | 49 | $178.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,515,838 shares bought and 1,842,095 shares sold, net −326,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 351 holders
| Transform Wealth, LLC | 20.03% | Reduce -2.7% | 1,628,009 | $360.8M |
| BlackRock, Inc. | 0.01% | Add +7.3% | 1,567,746 | $347.5M |
| Vanguard Group Inc. | 0.00% | Add +3.8% | 688,058 | $152.5M |
| Morgan Stanley | 0.01% | Add +13.8% | 612,005 | $135.7M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -12.2% | 480,323 | $106.5M |
| State Street Corp. | 0.00% | Add +0.6% | 364,929 | $80.9M |
| American Century Companies Inc. | 0.04% | Add +8.3% | 351,750 | $78.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.14% | Add +5.7% | 297,868 | $66.0M |
| Invesco Ltd. | 0.01% | Add +134.0% | 265,139 | $58.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -12.8% | 224,258 | $49.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +97.8% | 220,696 | $48.9M |
| Renaissance Technologies | 0.05% | Reduce -53.0% | 158,035 | $35.0M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Reduce -32.5% | 151,055 | $33.5M |
| UBS Group AG | 0.01% | Add +632.7% | 123,206 | $27.3M |
| First Trust Advisors LP | 0.02% | Add +24.1% | 122,825 | $27.2M |
| Northern Trust Corp. | 0.00% | Add +15.7% | 116,823 | $25.9M |
| Raymond James Financial Inc. | 0.01% | — | 101,765 | $22.6M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -15.5% | 95,494 | $21.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.7% | 94,482 | $20.9M |
| BNP Paribas Financial Markets | 0.01% | Add +795.9% | 81,819 | $18.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.2% | 80,793 | $17.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +57.5% | 76,360 | $16.9M |
| Millennium Management | 0.01% | Reduce -47.1% | 72,899 | $16.2M |
| Royce & Associates LP | 0.15% | Reduce -3.0% | 72,193 | $16.0M |
| Stephens Investment Management Group LLC | 0.21% | Add +17.5% | 72,016 | $16.0M |
| Ophir Asset Management Pty Ltd | 2.36% | Add +32.0% | 71,542 | $15.9M |
| WCM Investment Management, LLC | 0.03% | New | 62,807 | $14.3M |
| Federated Hermes, Inc. | 0.03% | Add +47368.9% | 62,659 | $13.9M |
| AQR Capital Management | 0.02% | Add +15.2% | 62,314 | $13.8M |
| Cibc World Market Inc. | 0.03% | Add +438.8% | 60,746 | $13.5M |
| Baird Financial Group, Inc. | 0.02% | Add +9.1% | 57,631 | $12.8M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Reduce -5.5% | 56,783 | $12.6M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -3.6% | 52,861 | $12.5M |
| D. E. Shaw & Co. | 0.01% | Add +340.3% | 54,602 | $12.1M |
| Principal Financial Group Inc. | 0.01% | Add +5.0% | 54,059 | $12.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.7% | 53,408 | $11.8M |
| Engine No. 1 LLC | 29.08% | Reduce -17.1% | 49,300 | $10.9M |
| Victory Capital Management Inc. | 0.01% | Reduce -52.9% | 46,405 | $10.3M |
| Ameriprise Financial Inc. | 0.00% | Add +28.1% | 45,215 | $10.0M |
| Wells Fargo & Company | 0.00% | Add +58.5% | 44,830 | $9.9M |
| Jane Street Group, LLC | 0.02% | Reduce -31.6% | 42,111 | $9.3M |
| HRT Financial LP | 0.04% | Add +69.5% | 39,081 | $8.7M |
| Panagora Asset Management Inc. | 0.04% | Reduce -4.0% | 38,993 | $8.6M |
| Cerity Partners LLC | 0.02% | Add +2516.5% | 38,751 | $8.6M |
| Globeflex Capital L P | 0.70% | Reduce -37.9% | 37,044 | $8.2M |
| LPL Financial LLC | 0.00% | Add +18.1% | 36,808 | $8.2M |
| RPG Investment Advisory, LLC | 1.03% | New | 34,837 | $7.7M |
| Driehaus Capital Management LLC | 0.06% | Reduce -39.9% | 34,519 | $7.7M |
| Loomis Sayles & Co. L P | 0.01% | Add +5.3% | 34,261 | $7.6M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +8.6% | 34,133 | $7.6M |
| Navellier & Associates Inc. | 0.86% | Add +46.2% | 32,261 | $7.2M |
| Susquehanna International Group, LLP | 0.01% | Add +817.8% | 32,078 | $7.1M |
| Citadel Advisors | 0.01% | Reduce -47.4% | 31,453 | $7.0M |
| Royal Bank of Canada | 0.00% | Reduce -16.5% | 30,369 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Add +10.6% | 29,701 | $6.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +19.8% | 27,112 | $6.0M |
| Legal & General Group Plc | 0.00% | Add +0.6% | 26,273 | $5.8M |
| Rhumbline Advisers | 0.01% | Reduce -0.1% | 25,345 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +27.9% | 24,735 | $5.5M |
| Public Sector Pension Investment Board | 0.02% | Add +17.0% | 23,261 | $5.2M |
| Janus Henderson Group PLC | 0.00% | Add +413.6% | 23,113 | $5.1M |
| Spirepoint Private Client, LLC | 0.62% | Reduce -13.7% | 22,405 | $5.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -38.1% | 22,241 | $4.9M |
| Algert Global LLC | 0.11% | Add +9.3% | 21,044 | $4.7M |
| Balyasny Asset Management L.P. | 0.01% | Add +936.5% | 20,812 | $4.6M |
| Intech Investment Management LLC | 0.04% | Add +85.6% | 20,641 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Add +50.9% | 20,292 | $4.5M |
| Independent Advisor Alliance | 0.06% | Add +20.6% | 20,042 | $4.4M |
| Gotham Asset Management | 0.04% | Reduce -7.3% | 19,885 | $4.4M |
| Barclays PLC | 0.00% | Reduce -67.9% | 19,553 | $4.3M |
| Swiss National Bank | 0.00% | Add +0.5% | 18,800 | $4.2M |
| Squarepoint Ops LLC | 0.01% | Add +0.7% | 18,793 | $4.2M |
| Vident Advisory, LLC | 0.07% | Add +1.7% | 18,645 | $4.1M |
| Advisors Management Group Inc. | 0.90% | Add +2.1% | 17,207 | $3.8M |
| Bantamac Capital, LLC | 1.68% | Reduce -24.9% | 16,926 | $3.8M |
| Oberweis Asset Management Inc./ | 0.18% | No change | 16,800 | $3.7M |
| Franklin Resources Inc. | 0.00% | Reduce -18.2% | 16,444 | $3.6M |
| Lord, Abbett & Co. LLC | 0.01% | New | 15,950 | $3.5M |
| State of Wisconsin Investment Board | 0.01% | Add +411.1% | 15,112 | $3.3M |
| Citigroup Inc. | 0.00% | Add +10.6% | 14,681 | $3.3M |
| Carnegie Investment Counsel | 0.09% | Add +2.4% | 14,025 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.8% | 13,959 | $3.1M |
| Los Angeles Capital Management LLC | 0.01% | Add +2.1% | 13,809 | $3.1M |
| Bank of America Corp. | 0.00% | Reduce -80.0% | 13,375 | $3.0M |
| Tudor Investment Corporation | 0.03% | New | 13,186 | $2.9M |
| Range Financial Group LLC | 1.34% | New | 13,120 | $2.9M |
| FMR LLC | 0.00% | Add +155.3% | 12,722 | $2.8M |
| Portolan Capital Management, LLC | 0.19% | New | 12,593 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -56.6% | 12,555 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -56.6% | 12,555 | $2.8M |
| Danske Bank A/S | 0.01% | Reduce -75.7% | 12,188 | $2.7M |
| Ausbil Investment Management Ltd | 1.54% | Reduce -47.6% | 10,396 | $2.6M |
| Assetmark, Inc. | 0.01% | Reduce -8.1% | 11,177 | $2.5M |
| Mariner, LLC | 0.00% | Add +2.9% | 10,939 | $2.4M |
| Capital Fund Management S.A. | 0.02% | Reduce -62.5% | 10,878 | $2.4M |
| Global IMC LLC | 0.41% | New | 10,302 | $2.3M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -11.3% | 9,716 | $2.2M |
| Teacher Retirement System of Texas | 0.01% | Reduce -9.8% | 9,475 | $2.1M |
| Prudential Financial Inc. | 0.00% | Reduce -1.4% | 9,455 | $2.1M |
| Horizon Investments, LLC | 0.06% | Add +136.5% | 9,290 | $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.