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 |
| Deutsche Bank AG | 0.00% | Add +58.6% | 9,267 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -27.4% | 9,093 | $2.0M |
| Candelo Capital Management LP | 1.26% | Reduce -44.0% | 9,007 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -1.2% | 8,949 | $2.0M |
| Freedom Day Solutions, LLC | 0.58% | Add +15.4% | 8,677 | $1.9M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | New | 8,408 | $1.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | New | 8,398 | $1.9M |
| Rodgers Brothers Inc. | 0.24% | Reduce -9.2% | 8,350 | $1.9M |
| New York State Teachers Retirement System | 0.00% | Add +0.1% | 8,020 | $1.8M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -27.7% | 7,962 | $1.8M |
| Zacks Investment Management | 0.02% | Reduce -3.7% | 7,729 | $1.7M |
| GKV Capital Management Co., Inc. | 0.68% | — | 7,520 | $1.7M |
| Horizon Investment Services, LLC | 0.69% | Reduce -2.6% | 7,310 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.6% | 7,228 | $1.6M |
| Illumine Investment Management, LLC | 1.29% | — | 7,068 | $1.6M |
| CastleKnight Management LP | 0.18% | Add +105.9% | 7,000 | $1.6M |
| Credit Agricole S A | 0.01% | Add +45.4% | 6,958 | $1.5M |
| Centiva Capital, LP | 0.06% | Reduce -6.1% | 6,889 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +22.5% | 6,887 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +2.6% | 6,848 | $1.5M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 6,719 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +108.7% | 6,378 | $1.4M |
| AXA S.A. | 0.00% | Reduce -41.4% | 6,304 | $1.4M |
| Nordea Investment Management AB | 0.00% | Add +3.1% | 6,170 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Reduce -10.0% | 6,214 | $1.4M |
| ExodusPoint Capital Management, LP | 0.01% | New | 6,085 | $1.3M |
| Comerica Bank | 0.01% | Reduce -2.0% | 5,939 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | New | 5,849 | $1.3M |
| Syon Capital LLC | 0.12% | Reduce -4.0% | 5,834 | $1.3M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -55.7% | 5,800 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Add +5.0% | 5,609 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -22.5% | 5,537 | $1.2M |
| Tidal Investments LLC | 0.01% | New | 5,482 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -74.9% | 5,446 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.6% | 5,305 | $1.2M |
| Invst, LLC | 0.14% | Add +3.4% | 5,148 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +388.4% | 5,030 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Add +44.8% | 4,988 | $1.1M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 4,977 | $1.1M |
| Illinois Municipal Retirement Fund | 0.02% | Add +0.2% | 4,943 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Add +103.9% | 4,922 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.5% | 4,873 | $1.1M |
| Group One Trading LLC | 0.04% | New | 4,728 | $1.0M |
| Jackson Creek Investment Advisors LLC | 0.31% | Reduce -40.2% | 4,674 | $1.0M |
| 1620 Investment Advisors, Inc. | 0.80% | New | 4,650 | $1.0M |
| Spire Wealth Management | 0.03% | Add +105.0% | 4,643 | $1.0M |
| WINTON GROUP Ltd | 0.07% | Reduce -28.7% | 4,540 | $1.0M |
| Wolverine Trading, LLC | 0.02% | Reduce -35.4% | 4,427 | $1.0M |
| Amundi | 0.00% | New | 4,364 | $1.0M |
| Lighthouse Investment Partners, LLC | 0.04% | New | 4,500 | $997K |
| Louisiana State Employees Retirement System | 0.02% | No change | 4,500 | $997K |
| Quantum Private Wealth, LLC | 0.32% | New | 4,499 | $997K |
| Virtu Financial LLC | 0.05% | New | 4,497 | $997K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -8.1% | 4,473 | $991K |
| Truvestments Capital LLC | 0.26% | Add +18.0% | 4,473 | $991K |
| Thoroughbred Financial Services, LLC | 0.06% | Add +19.8% | 4,432 | $982K |
| Canada Pension Plan Investment Board | 0.00% | Add +180.0% | 4,200 | $931K |
| Harbor Capital Advisors, Inc. | 0.04% | Reduce -10.6% | 4,114 | $912K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.8% | 4,050 | $898K |
| HighTower Advisors, LLC | 0.00% | Reduce -50.9% | 4,001 | $887K |
| Virtue Capital Management, LLC | 0.17% | New | 3,868 | $857K |
| Janney Montgomery Scott LLC | 0.00% | New | 3,796 | $842K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +20.2% | 3,796 | $841K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -85.3% | 3,795 | $841K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.0% | 3,556 | $788K |
| STRS Ohio | 0.00% | Reduce -12.8% | 3,400 | $754K |
| Inspire Investing, LLC | 0.08% | Reduce -25.5% | 3,360 | $745K |
| Private Trust Co. NA | 0.08% | Reduce -7.0% | 3,340 | $740K |
| PFG Advisors | 0.04% | Reduce -1.3% | 3,315 | $735K |
| New York State Common Retirement Fund | 0.00% | No change | 3,277 | $726K |
| Ieq Capital, LLC | 0.01% | New | 3,255 | $721K |
| Maryland State Retirement & Pension System | 0.02% | No change | 3,158 | $700K |
| Nisa Investment Advisors, LLC | 0.00% | Add +10.7% | 3,009 | $667K |
| Jennison Associates LLC | 0.00% | Reduce -3.2% | 2,981 | $661K |
| Creative Planning | 0.00% | Add +13.3% | 2,959 | $656K |
| Benjamin Edwards Inc. | 0.01% | New | 2,957 | $655K |
| Two Sigma Investments, LP | 0.00% | Add +3.7% | 2,904 | $644K |
| Gsa Capital Partners LLP | 0.05% | Reduce -53.6% | 2,866 | $635K |
| Sei Investments Co. | 0.00% | Add +3.1% | 2,849 | $631K |
| ProShare Advisors LLC | 0.00% | Add +44.4% | 2,817 | $624K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -54.6% | 2,777 | $616K |
| Arizona State Retirement System | 0.00% | Add +0.5% | 2,775 | $615K |
| Amalgamated Bank | 0.01% | No change | 2,742 | $608K |
| Roman Butler Fullerton & Co. | 0.19% | Reduce -10.6% | 2,447 | $597K |
| US Bancorp \de | 0.00% | Reduce -31.1% | 2,649 | $587K |
| Liberty Capital Management, Inc. | 0.13% | New | 2,542 | $563K |
| Montchanin Asset Management, LLC | 0.55% | Add +132.9% | 2,515 | $557K |
| Sierra Summit Advisors LLC | 0.11% | New | 2,483 | $550K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +5.7% | 2,478 | $549K |
| Freedom Investment Management, Inc. | 0.04% | Add +3.7% | 2,421 | $537K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 2,421 | $536K |
| Fox Run Management, L.L.C. | 0.10% | Add +39.6% | 2,396 | $531K |
| Pitcairn Co. | 0.03% | Reduce -7.6% | 2,312 | $512K |
| Pathstone Holdings, LLC | 0.00% | Reduce -20.5% | 2,310 | $512K |
| Fiera Capital Corp | 0.00% | New | 2,300 | $510K |
| Bay Rivers Group | 0.25% | Add +105.4% | 2,294 | $508K |
| Rithm Capital Corp. | 2.03% | New | 2,250 | $499K |
| Aviva PLC | 0.00% | Reduce -35.5% | 2,247 | $498K |
| Private Advisor Group, LLC | 0.00% | Add +7.1% | 2,238 | $496K |
| J2 Capital Management Inc | 0.46% | — | 2,231 | $495K |
| Scientech Research LLC | 0.14% | Reduce -58.9% | 2,231 | $495K |
| Two Sigma Securities, LLC | 0.09% | New | 2,209 | $490K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -6.1% | 2,201 | $488K |
| Cornerstone Investment Partners, LLC | 0.02% | Reduce -2.1% | 2,200 | $488K |
| Picton Mahoney Asset Management | 0.02% | Add +26.5% | 2,175 | $483K |
| NEOS Investment Management LLC | 0.01% | New | 2,160 | $479K |
| KLP Kapitalforvaltning As | 0.00% | — | 2,100 | $465K |
| Alps Advisors Inc. | 0.00% | No change | 2,097 | $465K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -1.9% | 2,095 | $464K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -65.0% | 1,980 | $453K |
| Tema ETFs LLC | 0.19% | — | 2,016 | $447K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 1,999 | $443K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 1,996 | $442K |
| Bank of Montreal | 0.00% | Add +46.2% | 1,988 | $441K |
| Cwm, LLC | 0.00% | Add +0.1% | 1,949 | $432K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -1.4% | 1,943 | $431K |
| Diversified Trust Co. | 0.01% | Add +8.6% | 1,882 | $417K |
| Huntleigh Advisors, Inc. | 0.09% | — | 1,842 | $408K |
| SG Americas Securities, LLC | 0.00% | Reduce -63.4% | 1,802 | $399K |
| Cetera Investment Advisers | 0.00% | Reduce -4.4% | 1,779 | $394K |
| Advisory Services Network, LLC | 0.01% | Reduce -37.8% | 1,754 | $389K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.8% | 1,708 | $379K |
| Headlands Technologies LLC | 0.04% | Reduce -31.4% | 1,704 | $378K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +40.4% | 1,646 | $365K |
| Regions Financial Corp. | 0.00% | New | 1,643 | $364K |
| Independent Financial Group, LLC | 0.01% | New | 1,640 | $364K |
| Aquatic Capital Management LLC | 0.01% | New | 1,621 | $359K |
| Triasima Portfolio Management inc. | 0.07% | New | 1,554 | $344K |
| Central Asset Investments & Management Holdings (HK) Ltd | 0.22% | New | 1,500 | $332K |
| HighPoint Advisor Group LLC | 0.02% | Add +65.4% | 1,571 | $330K |
| Intrust Bank NA | 0.03% | New | 1,451 | $322K |
| Fayez Sarofim & Co | 0.00% | New | 1,450 | $321K |
| HSBC Holdings PLC | 0.00% | Reduce -68.3% | 1,423 | $320K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +4353.1% | 1,425 | $316K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.7% | 1,417 | $314K |
| Cim, LLC | 0.04% | Reduce -3.7% | 1,410 | $313K |
| Pictet Asset Management Holding SA | 0.00% | No change | 1,407 | $312K |
| Precision Wealth Strategies, LLC | 0.24% | Reduce -47.6% | 1,401 | $311K |
| Strong Tower Advisory Services | 0.08% | No change | 1,388 | $308K |
| XTX Topco Ltd | 0.03% | Reduce -62.3% | 1,361 | $302K |
| Trek Financial, LLC | 0.02% | Reduce -22.5% | 1,347 | $299K |
| Choreo, LLC | 0.00% | Reduce -0.8% | 1,289 | $293K |
| City Center Advisors, LLC | 0.33% | Reduce -36.6% | 1,317 | $292K |
| Perigon Wealth Management, LLC | 0.01% | New | 1,133 | $291K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -10.4% | 1,263 | $280K |
| Glenmede Trust Co. NA | 0.00% | New | 1,230 | $273K |
| Mutual Advisors, LLC | 0.01% | New | 1,055 | $271K |
| Vontobel Holding Ltd. | 0.00% | Add +28.1% | 1,200 | $266K |
| Stifel Financial Corp. | 0.00% | Add +1.0% | 1,189 | $264K |
| Cynosure Group, LLC | 0.04% | Reduce -40.1% | 1,185 | $263K |
| Walleye Trading LLC | 0.01% | New | 1,183 | $262K |
| Gallacher Capital Management LLC | 0.13% | Reduce -15.1% | 1,149 | $255K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.03% | New | 1,139 | $252K |
| Hanseatic Management Services Inc. | 0.31% | New | 1,118 | $248K |
| Allianz Asset Management GmbH | 0.00% | New | 1,100 | $244K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +19.9% | 1,084 | $240K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 1,072 | $238K |
| Bailard, Inc. | 0.01% | Reduce -48.5% | 1,061 | $235K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 1,036 | $230K |
| Cable Hill Partners, LLC | 0.02% | New | 1,006 | $223K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +1.8% | 1,006 | $223K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.1% | 979 | $217K |
| Evergreen Capital Management LLC | 0.01% | Add +3.0% | 978 | $217K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 949 | $210K |
| Norris Financial Group, LLC | 0.10% | Add +1.5% | 940 | $208K |
| Corton Capital Inc. | 0.12% | Reduce -11.2% | 924 | $205K |
| Advisors Asset Management, Inc. | 0.00% | New | 889 | $197K |
| Plato Investment Management Ltd | 0.01% | Add +167.3% | 572 | $127K |
| GAMMA Investing LLC | 0.01% | Reduce -0.6% | 463 | $103K |
| KBC Group NV | 0.00% | Add +35.1% | 435 | $96K |
| National Bank of Canada | 0.00% | Reduce -14.6% | 415 | $92K |
| Farther Finance Advisors, LLC | 0.00% | Add +90.5% | 381 | $85K |
| Transce3nd, LLC | 0.03% | — | 353 | $78K |
| Sava Infond d.o.o. | 0.01% | — | 300 | $66K |
| UMB Bank, n.a. | 0.00% | Reduce -5.1% | 298 | $66K |
| Meeder Asset Management Inc. | 0.00% | New | 292 | $65K |
| SBI Securities Co., Ltd. | 0.00% | — | 258 | $57K |
| MAI Capital Management | 0.00% | New | 242 | $54K |
| Covestor Ltd | 0.03% | Add +3.9% | 238 | $52K |
| Prestige Wealth Management Group LLC | 0.01% | Add +100.0% | 200 | $44K |
| Tucker Asset Management LLC | 0.01% | New | 195 | $43K |
| CoreCap Advisors, LLC | 0.00% | Add +24.7% | 187 | $41K |
| Blue Trust, Inc. | 0.00% | New | 180 | $40K |
| GeoWealth Management, LLC | 0.00% | Add +123.8% | 179 | $40K |
| Quadrant Capital Group LLC | 0.00% | Add +2.4% | 169 | $37K |
| Smartleaf Asset Management LLC | 0.00% | Add +455.2% | 161 | $37K |
| Caitong International Asset Management Co., Ltd | 0.03% | — | 160 | $35K |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.0% | 142 | $33K |
| Walleye Capital LLC | 0.00% | New | 146 | $32K |
| Principal Securities, Inc. | 0.00% | New | 118 | $26K |
| Jones Financial Companies LLLP | 0.00% | Add +10.5% | 105 | $23K |
| Optimum Investment Advisors | 0.01% | No change | 100 | $22K |
| Global Retirement Partners, LLC | 0.00% | New | 100 | $22K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 98 | $22K |
| Clearstead Advisors, LLC | 0.00% | Reduce -3.0% | 97 | $22K |
| Anchor Investment Management, LLC | 0.00% | Add +111.1% | 95 | $21K |
| Parallel Advisors, LLC | 0.00% | Add +23.8% | 78 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -84.6% | 78 | $17K |
| AlphaQuest LLC | 0.00% | Reduce -52.2% | 75 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -24.2% | 72 | $16K |
| Signaturefd, LLC | 0.00% | Add +1.5% | 67 | $15K |
| Brooklyn Investment Group | 0.00% | New | 64 | $14K |
| Huntington National Bank | 0.00% | Reduce -30.7% | 61 | $14K |
| Byrne Asset Management LLC | 0.01% | Reduce -11.8% | 60 | $13K |
| Park Square Financial Group, LLC | 0.01% | — | 55 | $12K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +66.7% | 50 | $11K |
| True Wealth Design, LLC | 0.00% | Add +14.3% | 48 | $11K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 40 | $10K |
| Fifth Third Bancorp | 0.00% | Add +4.8% | 44 | $10K |
| Darwin Wealth Management, LLC | 0.00% | New | 35 | $8K |
| Bessemer Group Inc. | 0.00% | Add +106.3% | 33 | $7K |
| LGT Financial Advisors LLC | 0.01% | No change | 29 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -39.6% | 29 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 29 | $6K |
| Allworth Financial LP | 0.00% | Reduce -4.8% | 20 | $6K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -99.9% | 25 | $6K |
| Proffitt & Goodson Inc. | 0.00% | New | 24 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 24 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +15.0% | 23 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 23 | $5K |
| Dunhill Financial, LLC | 0.00% | New | 21 | $5K |
| Leonteq Securities AG | 0.00% | Reduce -60.0% | 20 | $4K |
| Rothschild Investment LLC | 0.00% | Add +70.0% | 17 | $4K |
| Sound Income Strategies, LLC | 0.00% | New | 17 | $4K |
| McIlrath & Eck, LLC | 0.00% | New | 15 | $3K |
| Avior Wealth Management, LLC | 0.00% | No change | 15 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 10 | $2K |
| Sterling Capital Management LLC | 0.00% | Reduce -99.7% | 10 | $2K |
| Bell Investment Advisors, Inc | 0.00% | New | 9 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 9 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 8 | $2K |
| New Wave Wealth Advisors LLC | 0.00% | New | 7 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 7 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 6 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 6 | $1K |
| Lindbrook Capital, LLC | 0.00% | No change | 5 | $1K |
| Legacy Investment Solutions, LLC | 0.00% | New | 3 | $687 |
| Legacy Wealth Managment, LLC | 0.00% | New | 3 | $687 |
| C M Bidwell & Associates Ltd. | 0.00% | Reduce -25.0% | 3 | $665 |
| Parkside Financial Bank & Trust | 0.00% | No change | 3 | $665 |
| Hexagon Capital Partners LLC | 0.00% | New | 3 | $665 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 3 | $665 |
| PEAK6 LLC | 0.00% | — | 3 | $626 |
| SJS Investment Consulting Inc. | 0.00% | New | 2 | $444 |
| JFS Wealth Advisors, LLC | 0.00% | New | 2 | $444 |
| Abound Wealth Management | 0.00% | No change | 1 | $222 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 1 | $222 |
| IFP Advisors, Inc | 0.00% | New | 1 | $222 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $222 |
| Quarry LP | 0.00% | Reduce -99.7% | 1 | $222 |
| Hemington Wealth Management | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is POWL's weight in each manager's 13F, not the share of Powell Industries Inc. the manager owns.