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 |
| Russell Investments Group, Ltd. | 0.00% | Add +78.9% | 9,741 | $1.7M |
| Nordea Investment Management AB | 0.00% | Add +61.7% | 9,977 | $1.6M |
| ExodusPoint Capital Management, LP | 0.02% | Add +51.4% | 9,210 | $1.6M |
| Prudential Financial Inc. | 0.00% | Reduce -3.0% | 9,169 | $1.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.5% | 9,051 | $1.5M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +55.8% | 9,035 | $1.5M |
| Quantum Private Wealth, LLC | 0.58% | Add +100.5% | 9,021 | $1.5M |
| California State Teachers Retirement System | 0.00% | No change | 8,949 | $1.5M |
| Intech Investment Management LLC | 0.02% | Reduce -57.8% | 8,717 | $1.5M |
| AXA S.A. | 0.00% | Add +34.5% | 8,480 | $1.4M |
| Dana Investment Advisors, Inc. | 0.05% | Add +5.7% | 8,419 | $1.4M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 8,408 | $1.4M |
| Rodgers Brothers Inc. | 0.19% | No change | 8,350 | $1.4M |
| Deutsche Bank AG | 0.00% | Reduce -10.3% | 8,308 | $1.4M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -40.5% | 8,214 | $1.4M |
| New York State Teachers Retirement System | 0.00% | No change | 8,020 | $1.4M |
| Kennedy Capital Management LLC | 0.03% | New | 7,872 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.6% | 7,374 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +59.6% | 7,138 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +3.0% | 7,092 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +27.2% | 7,045 | $1.2M |
| Illumine Investment Management, LLC | 0.97% | Reduce -1.1% | 6,987 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.4% | 6,912 | $1.2M |
| GKV Capital Management Co., Inc. | 0.58% | Reduce -9.6% | 6,800 | $1.2M |
| WINTON GROUP Ltd | 0.07% | Add +47.0% | 6,672 | $1.1M |
| Comerica Bank | 0.00% | Add +10.3% | 6,552 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +7.9% | 6,310 | $1.1M |
| Truist Financial Corp. | 0.00% | New | 6,193 | $1.1M |
| Zacks Investment Management | 0.01% | Reduce -21.4% | 6,074 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +19.9% | 6,033 | $1.0M |
| Horizon Investment Services, LLC | 0.49% | Reduce -19.7% | 5,869 | $1000K |
| Invst, LLC | 0.13% | Add +10.9% | 5,711 | $973K |
| Scientech Research LLC | 0.26% | Add +155.6% | 5,702 | $971K |
| Strong Tower Advisory Services | 0.23% | Add +306.6% | 5,643 | $953K |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.6% | 5,517 | $940K |
| Jane Street Group, LLC | 0.00% | Reduce -87.3% | 5,341 | $910K |
| Truvestments Capital LLC | 0.19% | Add +17.0% | 5,232 | $891K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.7% | 5,215 | $888K |
| Cypress Asset Management Inc. | 0.24% | New | 5,180 | $882K |
| Osaic Holdings, Inc. | 0.00% | Reduce -74.6% | 5,162 | $880K |
| Syon Capital LLC | 0.07% | Reduce -13.8% | 5,030 | $857K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.0% | 5,019 | $855K |
| Cetera Investment Advisers | 0.00% | Add +177.5% | 4,937 | $841K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.2% | 4,914 | $837K |
| HRT Financial LP | 0.01% | Reduce -87.5% | 4,896 | $833K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.9% | 4,883 | $832K |
| Wesbanco Bank Inc. | 0.03% | New | 4,800 | $818K |
| Vest Financial, LLC | 0.01% | New | 4,799 | $817K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -3.5% | 4,769 | $812K |
| FMR LLC | 0.00% | Reduce -64.3% | 4,537 | $773K |
| Wolverine Trading, LLC | 0.02% | Reduce -1.6% | 4,354 | $769K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.2% | 4,400 | $749K |
| Two Sigma Investments, LP | 0.00% | Add +38.3% | 4,016 | $684K |
| Archon Capital Management LLC | 0.72% | New | 3,992 | $680K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +93.8% | 3,838 | $675K |
| Advisory Services Network, LLC | 0.01% | Add +124.6% | 3,939 | $671K |
| Private Trust Co. NA | 0.07% | Add +15.9% | 3,872 | $660K |
| Regions Financial Corp. | 0.00% | Add +125.8% | 3,710 | $632K |
| Roman Butler Fullerton & Co. | 0.24% | Add +47.2% | 3,601 | $624K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -10.2% | 3,637 | $619K |
| Pathstone Holdings, LLC | 0.00% | Add +55.0% | 3,581 | $610K |
| Peterson Wealth Services | 0.19% | New | 3,570 | $608K |
| Freedom Investment Management, Inc. | 0.05% | Add +46.8% | 3,554 | $605K |
| Aviva PLC | 0.00% | Add +57.4% | 3,537 | $602K |
| Sigma Planning Corp | 0.02% | New | 3,531 | $601K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.0% | 3,522 | $600K |
| Bayesian Capital Management, LP | 0.10% | New | 3,409 | $581K |
| Sei Investments Co. | 0.00% | Add +19.0% | 3,390 | $577K |
| Private Advisor Group, LLC | 0.00% | Add +48.3% | 3,319 | $565K |
| Victory Financial Group, LLC | 0.11% | New | 3,296 | $561K |
| 1620 Investment Advisors, Inc. | 0.44% | Reduce -29.4% | 3,285 | $560K |
| New York State Common Retirement Fund | 0.00% | No change | 3,277 | $558K |
| PFG Advisors | 0.03% | Reduce -1.2% | 3,274 | $558K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 3,200 | $545K |
| Teacher Retirement System of Texas | 0.00% | Reduce -66.5% | 3,173 | $540K |
| Quantum Portfolio Management LLC | 0.27% | New | 3,160 | $538K |
| Oppenheimer Asset Management Inc. | 0.01% | New | 3,149 | $536K |
| Valmark Advisers, Inc. | 0.01% | Reduce -49.6% | 3,134 | $534K |
| Bank of Montreal | 0.00% | Add +56.6% | 3,114 | $530K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +7.7% | 2,991 | $509K |
| Atom Investors LP | 0.06% | New | 2,976 | $507K |
| Benjamin Edwards Inc. | 0.01% | Add +0.3% | 2,967 | $505K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -1.9% | 2,953 | $503K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -23.4% | 2,906 | $495K |
| US Bancorp \de | 0.00% | Add +4.8% | 2,775 | $473K |
| Arizona State Retirement System | 0.00% | Reduce -0.5% | 2,761 | $470K |
| Liberty Capital Management, Inc. | 0.10% | Add +8.4% | 2,756 | $469K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -13.4% | 2,735 | $466K |
| Amalgamated Bank | 0.00% | Reduce -2.2% | 2,681 | $457K |
| Creative Planning | 0.00% | Reduce -10.8% | 2,639 | $450K |
| Mizuho Markets Americas LLC | 0.01% | New | 2,521 | $429K |
| James Investment Research, Inc. | 0.05% | New | 2,510 | $428K |
| Rithm Capital Corp. | 1.23% | Add +11.1% | 2,500 | $426K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 2,478 | $422K |
| Wealth Management Associates, Inc. | 0.18% | New | 2,466 | $420K |
| Bay Rivers Group | 0.22% | Add +7.4% | 2,464 | $420K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 2,421 | $413K |
| Sterling Capital Management LLC | 0.01% | Add +22820.0% | 2,292 | $390K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.8% | 2,252 | $384K |
| Occudo Quantitative Strategies LP | 0.05% | New | 2,159 | $382K |
| Venture Visionary Partners LLC | 0.02% | New | 2,205 | $376K |
| ProShare Advisors LLC | 0.00% | Reduce -21.8% | 2,202 | $375K |
| Cynosure Group, LLC | 0.05% | Add +83.3% | 2,172 | $370K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.1% | 2,154 | $367K |
| Huntleigh Advisors, Inc. | 0.06% | Add +16.6% | 2,148 | $366K |
| Squarepoint Ops LLC | 0.00% | Reduce -88.7% | 2,132 | $363K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 2,095 | $357K |
| Cibc World Markets Corp. | 0.00% | New | 2,074 | $353K |
| Pitcairn Co. | 0.02% | Reduce -10.4% | 2,071 | $353K |
| Demars Financial Group, LLC | 0.15% | New | 2,023 | $345K |
| Cornerstone Investment Partners, LLC | 0.02% | Reduce -8.1% | 2,021 | $344K |
| Ieq Capital, LLC | 0.00% | Reduce -37.9% | 2,020 | $344K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,999 | $340K |
| Alps Advisors Inc. | 0.00% | Reduce -4.8% | 1,997 | $340K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.7% | 1,938 | $330K |
| Nebula Research & Development LLC | 0.03% | New | 1,932 | $329K |
| HighPoint Advisor Group LLC | 0.02% | Add +12.5% | 1,768 | $329K |
| Banque Pictet & Cie SA | 0.00% | New | 1,831 | $312K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -14.3% | 1,800 | $307K |
| Leavell Investment Management, Inc. | 0.01% | New | 1,751 | $298K |
| Avantax Advisory Services, Inc. | 0.00% | Add +35.3% | 1,709 | $291K |
| STRS Ohio | 0.00% | Reduce -50.0% | 1,700 | $290K |
| Cwm, LLC | 0.00% | Reduce -14.7% | 1,663 | $283K |
| Verition Fund Management LLC | 0.00% | New | 1,631 | $278K |
| Stifel Financial Corp. | 0.00% | Add +37.0% | 1,629 | $277K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -63.5% | 1,616 | $275K |
| Independent Financial Group, LLC | 0.01% | Reduce -2.6% | 1,598 | $272K |
| Diversified Trust Co. | 0.01% | Reduce -17.1% | 1,561 | $266K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.5% | 1,555 | $265K |
| Triasima Portfolio Management inc. | 0.05% | No change | 1,554 | $265K |
| Two Sigma Securities, LLC | 0.04% | Reduce -29.9% | 1,548 | $264K |
| Tidal Investments LLC | 0.00% | Reduce -72.3% | 1,519 | $259K |
| Neuberger Berman Group LLC | 0.00% | New | 1,514 | $258K |
| Fayez Sarofim & Co | 0.00% | No change | 1,450 | $247K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.3% | 1,371 | $234K |
| SG Americas Securities, LLC | 0.00% | Reduce -25.9% | 1,336 | $228K |
| Vontobel Holding Ltd. | 0.00% | Add +11.4% | 1,337 | $228K |
| CX Institutional | 0.01% | New | 1,333 | $227K |
| City Center Advisors, LLC | 0.26% | Reduce -0.5% | 1,311 | $223K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -24.4% | 1,292 | $220K |
| Evergreen Capital Management LLC | 0.01% | Add +31.9% | 1,290 | $220K |
| Cim, LLC | 0.03% | Reduce -8.7% | 1,287 | $219K |
| Choreo, LLC | 0.00% | Reduce -0.4% | 1,284 | $219K |
| Headlands Technologies LLC | 0.02% | Reduce -24.9% | 1,279 | $218K |
| Gallo Partners, LP | 0.14% | New | 1,272 | $217K |
| Townsquare Capital LLC | 0.00% | New | 1,232 | $210K |
| Norris Financial Group, LLC | 0.10% | Add +29.9% | 1,221 | $208K |
| Quantinno Capital Management LP | 0.00% | New | 1,217 | $207K |
| Versor Investments LP | 0.03% | New | 1,200 | $204K |
| Fiera Capital Corp | 0.00% | Reduce -47.8% | 1,200 | $204K |
| GK Wealth Management LLC | 0.25% | New | 1,192 | $203K |
| New Vernon Capital Holdings II LLC | 0.11% | New | 1,191 | $203K |
| Advisors Asset Management, Inc. | 0.00% | Add +32.6% | 1,179 | $201K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 1,036 | $176K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.7% | 1,025 | $175K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 949 | $162K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 855 | $146K |
| Jones Financial Companies LLLP | 0.00% | Add +544.8% | 677 | $120K |
| Rossby Financial, LCC | 0.05% | New | 600 | $112K |
| SBI Securities Co., Ltd. | 0.00% | Add +138.0% | 614 | $105K |
| GAMMA Investing LLC | 0.01% | Add +29.8% | 601 | $102K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 548 | $93K |
| CIBC Private Wealth Group LLC | 0.00% | Add +254.9% | 504 | $83K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -94.7% | 443 | $75K |
| KBC Group NV | 0.00% | No change | 435 | $74K |
| AlphaQuest LLC | 0.01% | Add +472.0% | 429 | $73K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.4% | 368 | $65K |
| Spire Wealth Management | 0.00% | Reduce -92.5% | 346 | $59K |
| Coldstream Capital Management Inc. | 0.00% | New | 333 | $57K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -77.4% | 322 | $55K |
| UMB Bank, n.a. | 0.00% | Add +1.3% | 302 | $51K |
| Sava Infond d.o.o. | 0.01% | No change | 300 | $51K |
| Harbour Investments, Inc. | 0.00% | Add +1970.0% | 207 | $35K |
| MAI Capital Management | 0.00% | Reduce -14.9% | 206 | $35K |
| Covestor Ltd | 0.02% | Reduce -14.7% | 203 | $35K |
| Brooklyn Investment Group | 0.01% | Add +168.8% | 172 | $29K |
| Quadrant Capital Group LLC | 0.00% | Add +1.2% | 171 | $29K |
| Smartleaf Asset Management LLC | 0.00% | No change | 161 | $28K |
| Leonteq Securities AG | 0.00% | Add +700.0% | 160 | $27K |
| National Bank of Canada | 0.00% | Reduce -62.9% | 154 | $26K |
| Principal Securities, Inc. | 0.00% | No change | 118 | $26K |
| Versant Capital Management, Inc | 0.00% | New | 148 | $25K |
| Hughes Financial Services, LLC | 0.00% | New | 138 | $24K |
| Manchester Capital Management LLC | 0.00% | New | 140 | $24K |
| Optimum Investment Advisors | 0.01% | Add +40.0% | 140 | $24K |
| Hantz Financial Services, Inc. | 0.00% | New | 127 | $22K |
| Lanark Financial, Inc. | 0.00% | — | 115 | $19K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +275.9% | 109 | $19K |
| Clearstead Advisors, LLC | 0.00% | Add +10.3% | 107 | $18K |
| Huntington National Bank | 0.00% | Add +70.5% | 104 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 98 | $17K |
| Anchor Investment Management, LLC | 0.00% | No change | 95 | $16K |
| Parallel Advisors, LLC | 0.00% | Add +6.4% | 83 | $14K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 72 | $12K |
| Fifth Third Bancorp | 0.00% | Add +50.0% | 66 | $11K |
| Signaturefd, LLC | 0.00% | Reduce -7.5% | 62 | $11K |
| Bessemer Group Inc. | 0.00% | Add +75.8% | 58 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 50 | $9K |
| Darwin Wealth Management, LLC | 0.00% | No change | 35 | $8K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -20.0% | 40 | $7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 40 | $7K |
| CoreCap Advisors, LLC | 0.00% | Reduce -79.1% | 39 | $7K |
| Golden State Wealth Management, LLC | 0.00% | New | 35 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +41.7% | 34 | $6K |
| Tidemark, LLC | 0.00% | New | 31 | $5K |
| Rothschild Investment LLC | 0.00% | Add +76.5% | 30 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 29 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +17.4% | 27 | $5K |
| Allworth Financial LP | 0.00% | Add +15.0% | 23 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 23 | $4K |
| Dunhill Financial, LLC | 0.00% | No change | 21 | $4K |
| Lindbrook Capital, LLC | 0.00% | Add +280.0% | 19 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 18 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 17 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -91.1% | 16 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +333.3% | 13 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Add +333.3% | 13 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 9 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 8 | $1K |
| West Paces Advisors Inc. | 0.00% | New | 8 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Add +166.7% | 8 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 7 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 6 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -33.3% | 6 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 6 | $1K |
| Amundi | 0.00% | Reduce -99.9% | 6 | $1K |
| Picton Mahoney Asset Management | 0.00% | Reduce -99.7% | 7 | $1K |
| True Wealth Design, LLC | 0.00% | Reduce -89.6% | 5 | $852 |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -97.5% | 5 | $852 |
| Stephens Consulting, LLC | 0.00% | New | 5 | $852 |
| NewSquare Capital LLC | 0.00% | New | 4 | $681 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 3 | $511 |
| Rialto Wealth Management, LLC | 0.00% | New | 3 | $511 |
| Bare Financial Services, Inc | 0.00% | New | 2 | $341 |
| Abound Wealth Management | 0.00% | No change | 1 | $171 |
| WealthTrak Capital Management LLC | 0.00% | New | 1 | $171 |
| TD Capital Management LLC | 0.00% | New | 1 | $171 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $171 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -50.0% | 1 | $171 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $170 |
| Capital Advisors, Ltd. LLC | 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.