Powell IndustriesPOWL
13F holders, Q1 2025 (March 31)341holders −10
64new positions
72sold out
8famous investors
$168.52avg. 13F price*
At the end of Q1 2025, 341 institutions reported holding Powell Industries Inc. (POWL) in their 13F filings, down 10 from Q4 2024. 64 opened new positions and 72 sold out. The largest holders were Transform Wealth, LLC ($277.3M), BlackRock, Inc. ($248.4M) and Vanguard Group Inc. ($118.9M). 8 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Powell Industries Inc.
- CUSIP
- 739128106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $122.9M |
| Exits | 72 | $93.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,884,010 shares bought and 1,615,086 shares sold, net +268,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 341 holders
| Transform Wealth, LLC | 16.79% | Reduce -0.0% | 1,627,909 | $277.3M |
| BlackRock, Inc. | 0.01% | Reduce -7.0% | 1,458,360 | $248.4M |
| Vanguard Group Inc. | 0.00% | Add +1.4% | 697,887 | $118.9M |
| Morgan Stanley | 0.01% | Add +0.9% | 617,492 | $105.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.5% | 482,786 | $82.2M |
| State Street Corp. | 0.00% | Reduce -4.4% | 348,944 | $59.4M |
| First Trust Advisors LP | 0.04% | Add +129.3% | 281,609 | $48.0M |
| Invesco Ltd. | 0.01% | Add +4.1% | 275,979 | $47.0M |
| Geode Capital Management, LLC | 0.00% | Add +3.5% | 231,990 | $39.5M |
| Fisher Asset Management | 0.01% | New | 200,247 | $34.1M |
| UBS Group AG | 0.01% | Add +36.5% | 168,202 | $28.6M |
| GW&K Investment Management, LLC | 0.26% | New | 164,292 | $28.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -29.4% | 155,839 | $26.5M |
| RPG Investment Advisory, LLC | 1.88% | Add +342.4% | 154,126 | $26.3M |
| Jacobs Levy Equity Management, Inc. | 0.09% | Add +137.7% | 134,946 | $23.0M |
| Federated Hermes, Inc. | 0.05% | Add +96.9% | 123,349 | $21.0M |
| Raymond James Financial Inc. | 0.01% | Add +19.7% | 121,808 | $20.7M |
| Rockefeller Capital Management L.P. | 0.05% | Add +52.9% | 116,777 | $19.9M |
| Ophir Asset Management Pty Ltd | 3.22% | Add +51.1% | 108,096 | $18.4M |
| Northern Trust Corp. | 0.00% | Reduce -8.7% | 106,690 | $18.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Reduce -65.5% | 102,718 | $17.5M |
| HITE Hedge Asset Management LLC | 1.02% | New | 96,312 | $16.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.3% | 94,800 | $16.1M |
| Danske Bank A/S | 0.05% | Add +673.0% | 94,208 | $16.0M |
| BNP Paribas Financial Markets | 0.01% | Add +1.7% | 83,232 | $14.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.7% | 77,812 | $13.3M |
| Stephens Investment Management Group LLC | 0.18% | Add +2.8% | 74,003 | $12.6M |
| Engine No. 1 LLC | 15.65% | Add +46.0% | 72,000 | $12.3M |
| Ameriprise Financial Inc. | 0.00% | Add +54.2% | 69,735 | $11.9M |
| Royce & Associates LP | 0.13% | Reduce -3.7% | 69,529 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +29.5% | 69,178 | $11.8M |
| WCM Investment Management, LLC | 0.03% | Add +0.4% | 63,049 | $11.1M |
| Wells Fargo & Company | 0.00% | Add +43.4% | 64,264 | $10.9M |
| Citadel Advisors | 0.01% | Add +100.8% | 63,173 | $10.8M |
| Baird Financial Group, Inc. | 0.02% | Add +3.8% | 59,804 | $10.2M |
| Lord, Abbett & Co. LLC | 0.04% | Add +259.8% | 57,383 | $9.8M |
| Principal Financial Group Inc. | 0.01% | Add +2.8% | 55,568 | $9.5M |
| Capital Fund Management S.A. | 0.12% | Add +403.2% | 54,738 | $9.3M |
| Portolan Capital Management, LLC | 0.69% | Add +322.6% | 53,224 | $9.1M |
| Victory Capital Management Inc. | 0.01% | Add +12.8% | 52,333 | $8.9M |
| American Century Companies Inc. | 0.01% | Reduce -85.3% | 51,778 | $8.8M |
| Cerity Partners LLC | 0.02% | Add +28.8% | 49,900 | $8.5M |
| Nuveen, LLC | 0.00% | — | 174,018 | $8.4M |
| Loomis Sayles & Co. L P | 0.01% | Add +42.2% | 48,732 | $8.3M |
| Renaissance Technologies | 0.01% | Reduce -69.3% | 48,535 | $8.3M |
| AQR Capital Management | 0.01% | Reduce -27.3% | 45,288 | $7.7M |
| Susquehanna International Group, LLP | 0.01% | Add +31.2% | 42,077 | $7.2M |
| Granahan Investment Management, LLC | 0.34% | New | 40,200 | $6.8M |
| Apis Capital Advisors, LLC | 3.09% | New | 37,500 | $6.4M |
| Globeflex Capital L P | 0.56% | Reduce -3.2% | 35,844 | $6.1M |
| LPL Financial LLC | 0.00% | Reduce -3.0% | 35,718 | $6.1M |
| Advisors Management Group Inc. | 1.27% | Add +99.1% | 34,266 | $5.8M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -4.1% | 32,743 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +1.5% | 30,830 | $5.3M |
| Panagora Asset Management Inc. | 0.03% | Reduce -21.7% | 30,527 | $5.2M |
| Public Sector Pension Investment Board | 0.02% | Add +28.4% | 29,865 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.4% | 29,294 | $5.0M |
| Cibc World Market Inc. | 0.01% | Reduce -52.3% | 28,966 | $4.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.8% | 28,423 | $4.8M |
| Navellier & Associates Inc. | 0.64% | Reduce -25.7% | 23,983 | $4.6M |
| Legal & General Group Plc | 0.00% | Reduce -3.0% | 25,484 | $4.3M |
| Rhumbline Advisers | 0.00% | Add +0.5% | 25,463 | $4.3M |
| Pier Capital, LLC | 0.72% | New | 25,126 | $4.3M |
| Bank of America Corp. | 0.00% | Add +85.0% | 24,749 | $4.2M |
| Candelo Capital Management LP | 3.92% | Add +166.6% | 24,013 | $4.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -56.1% | 23,975 | $4.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.3% | 21,889 | $3.9M |
| Independent Advisor Alliance | 0.12% | Add +9.8% | 21,997 | $3.7M |
| Harbor Capital Advisors, Inc. | 0.16% | Add +412.8% | 21,095 | $3.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.5% | 20,571 | $3.5M |
| CastleKnight Management LP | 0.36% | Add +171.4% | 19,000 | $3.2M |
| Swiss National Bank | 0.00% | Reduce -0.5% | 18,700 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -25.7% | 18,372 | $3.1M |
| Algert Global LLC | 0.08% | Reduce -14.7% | 17,954 | $3.1M |
| Bantamac Capital, LLC | 1.44% | Add +3.8% | 17,569 | $3.0M |
| State of Wisconsin Investment Board | 0.01% | Add +14.3% | 17,276 | $2.9M |
| Ruffer LLP | 0.11% | New | 16,809 | $2.9M |
| Oberweis Asset Management Inc./ | 0.14% | No change | 16,800 | $2.9M |
| Carnegie Investment Counsel | 0.07% | Add +18.6% | 16,633 | $2.8M |
| Gotham Asset Management | 0.02% | Reduce -17.2% | 16,457 | $2.8M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -22.1% | 16,203 | $2.8M |
| Ausbil Investment Management Ltd | 1.68% | Add +55.7% | 16,185 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +22.3% | 15,357 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +22.3% | 15,357 | $2.6M |
| Citigroup Inc. | 0.00% | Add +1.8% | 14,946 | $2.5M |
| Barclays PLC | 0.00% | Reduce -24.1% | 14,834 | $2.5M |
| Assetmark, Inc. | 0.01% | Add +32.3% | 14,792 | $2.5M |
| Franklin Resources Inc. | 0.00% | Reduce -16.8% | 13,679 | $2.3M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +40.4% | 13,639 | $2.3M |
| Mariner, LLC | 0.00% | Add +24.2% | 13,586 | $2.3M |
| Susquehanna Fundamental Investments, LLC | 0.04% | New | 12,953 | $2.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 12,636 | $2.2M |
| Tudor Investment Corporation | 0.02% | Reduce -4.9% | 12,540 | $2.1M |
| Aurora Investment Counsel | 1.14% | New | 12,109 | $2.1M |
| Vident Advisory, LLC | 0.03% | Reduce -37.9% | 11,588 | $2.0M |
| Segall Bryant & Hamill, LLC | 0.03% | New | 11,260 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -22.9% | 10,761 | $1.8M |
| NEOS Investment Management LLC | 0.03% | Add +393.3% | 10,656 | $1.8M |
| Tema ETFs LLC | 0.53% | Add +412.5% | 10,332 | $1.8M |
| Millennium Management | 0.00% | Reduce -86.1% | 10,148 | $1.7M |
"% of holder's portfolio" is POWL's weight in each manager's 13F, not the share of Powell Industries Inc. the manager owns.