Powell IndustriesPOWL
13F holders, Q2 2025 (June 30)374holders +33
70new positions
39sold out
7famous investors
$210.84avg. 13F price*
At the end of Q2 2025, 374 institutions reported holding Powell Industries Inc. (POWL) in their 13F filings, up 33 from Q1 2025. 70 opened new positions and 39 sold out. The largest holders were NorthCoast Asset Management LLC ($342.6M), BlackRock, Inc. ($293.7M) and Vanguard Group Inc. ($148.4M). 7 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Powell Industries Inc.
- CUSIP
- 739128106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $443.0M |
| Exits | 39 | $28.4M |
All 13F filers, Q1 2025 → Q2 2025: 2,990,924 shares bought and 1,527,316 shares sold, net +1,463,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 374 holders
| NorthCoast Asset Management LLC | 1.47% | New | 1,627,886 | $342.6M |
| BlackRock, Inc. | 0.01% | Reduce -4.3% | 1,395,598 | $293.7M |
| Vanguard Group Inc. | 0.00% | Add +1.0% | 705,159 | $148.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -15.4% | 408,562 | $86.0M |
| First Trust Advisors LP | 0.06% | Add +31.8% | 371,016 | $78.1M |
| State Street Corp. | 0.00% | Add +0.9% | 352,103 | $74.1M |
| Invesco Ltd. | 0.01% | Add +23.2% | 340,008 | $71.6M |
| Geode Capital Management, LLC | 0.00% | Add +2.5% | 237,715 | $50.0M |
| Ophir Asset Management Pty Ltd | 6.79% | Add +71.3% | 185,127 | $42.7M |
| Fisher Asset Management | 0.02% | Add +0.2% | 200,639 | $42.2M |
| Voss Capital, LP | 2.68% | New | 184,860 | $38.9M |
| GW&K Investment Management, LLC | 0.34% | Add +10.6% | 181,705 | $38.2M |
| Portolan Capital Management, LLC | 2.25% | Add +220.4% | 170,558 | $35.9M |
| Morgan Stanley | 0.00% | Reduce -72.6% | 169,083 | $35.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.0% | 152,640 | $32.1M |
| Federated Hermes, Inc. | 0.06% | Add +23.3% | 152,118 | $32.0M |
| UBS Group AG | 0.01% | Reduce -11.5% | 148,873 | $31.3M |
| Raymond James Financial Inc. | 0.01% | Add +6.3% | 129,509 | $27.3M |
| Rockefeller Capital Management L.P. | 0.06% | Add +6.9% | 124,866 | $26.3M |
| Northern Trust Corp. | 0.00% | Add +11.6% | 119,019 | $25.0M |
| Engine No. 1 LLC | 45.41% | Add +65.3% | 119,000 | $25.0M |
| Jacobs Levy Equity Management, Inc. | 0.10% | Reduce -12.0% | 118,699 | $25.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Reduce -1.8% | 100,851 | $21.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.1% | 96,802 | $20.4M |
| Stephens Investment Management Group LLC | 0.23% | Add +13.8% | 84,214 | $17.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +18.7% | 82,105 | $17.3M |
| Danske Bank A/S | 0.04% | Reduce -16.5% | 78,628 | $16.5M |
| RPG Investment Advisory, LLC | 2.05% | Reduce -49.1% | 78,366 | $16.5M |
| Bank of New York Mellon Corp | 0.00% | Add +0.7% | 78,317 | $16.5M |
| Victory Capital Management Inc. | 0.01% | Add +42.7% | 74,691 | $15.7M |
| Principal Financial Group Inc. | 0.01% | Add +33.2% | 74,009 | $15.6M |
| Royal Bank of Canada | 0.00% | Add +125.9% | 69,632 | $14.7M |
| Royce & Associates LP | 0.15% | Reduce -1.9% | 68,187 | $14.3M |
| WCM Investment Management, LLC | 0.03% | Add +5.6% | 66,585 | $14.2M |
| Baird Financial Group, Inc. | 0.02% | Add +0.5% | 60,124 | $12.7M |
| Citadel Advisors | 0.01% | Reduce -12.7% | 55,157 | $11.6M |
| Cerity Partners LLC | 0.02% | Add +9.9% | 54,818 | $11.5M |
| Loomis Sayles & Co. L P | 0.01% | Add +3.4% | 50,404 | $10.6M |
| Hodges Capital Management Inc. | 0.98% | New | 48,330 | $10.2M |
| American Century Companies Inc. | 0.01% | Reduce -7.5% | 47,915 | $10.1M |
| Granahan Investment Management, LLC | 0.38% | Add +10.0% | 44,213 | $9.3M |
| Granite Investment Partners, LLC | 0.44% | New | 42,669 | $9.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +1010.1% | 42,607 | $8.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +35.5% | 38,520 | $8.1M |
| Two Sigma Investments, LP | 0.02% | Add +849.9% | 38,146 | $8.0M |
| Oberweis Asset Management Inc./ | 0.34% | Add +121.4% | 37,200 | $7.8M |
| AQR Capital Management | 0.01% | Reduce -21.9% | 35,363 | $7.4M |
| LPL Financial LLC | 0.00% | Reduce -2.9% | 34,670 | $7.3M |
| Advisors Management Group Inc. | 1.37% | Add +0.9% | 34,572 | $7.3M |
| Wells Fargo & Company | 0.00% | Reduce -47.5% | 33,753 | $7.1M |
| Qube Research & Technologies Ltd | 0.01% | New | 33,734 | $7.1M |
| Globeflex Capital L P | 0.57% | Reduce -9.2% | 32,531 | $6.8M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -1.6% | 32,217 | $6.8M |
| Public Sector Pension Investment Board | 0.03% | Add +7.4% | 32,068 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Add +6.2% | 31,116 | $6.5M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -46.1% | 30,949 | $6.5M |
| Harbor Capital Advisors, Inc. | 0.26% | Add +39.7% | 29,478 | $6.2M |
| Millennium Management | 0.01% | Add +189.7% | 29,397 | $6.2M |
| Legal & General Group Plc | 0.00% | Add +6.9% | 27,248 | $5.7M |
| Pier Capital, LLC | 0.87% | Add +8.1% | 27,163 | $5.7M |
| Renaissance Technologies | 0.01% | Reduce -44.7% | 26,834 | $5.6M |
| Rhumbline Advisers | 0.00% | Add +4.6% | 26,645 | $5.6M |
| Carnegie Investment Counsel | 0.11% | Add +59.6% | 26,548 | $5.6M |
| Polen Capital Management LLC | 0.02% | New | 25,173 | $5.3M |
| Capital Fund Management S.A. | 0.06% | Reduce -54.6% | 24,845 | $5.2M |
| Cibc World Market Inc. | 0.01% | Reduce -15.7% | 24,426 | $5.1M |
| CastleKnight Management LP | 0.34% | Add +27.4% | 24,200 | $5.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -0.8% | 23,777 | $5.0M |
| Algert Global LLC | 0.10% | Add +29.2% | 23,191 | $4.9M |
| Barclays PLC | 0.00% | Add +41.8% | 21,035 | $4.4M |
| Bantamac Capital, LLC | 1.58% | Add +19.1% | 20,930 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -70.2% | 20,767 | $4.4M |
| Bank of America Corp. | 0.00% | Reduce -16.7% | 20,616 | $4.3M |
| Alliancebernstein L.P. | 0.00% | No change | 20,571 | $4.3M |
| Nuveen, LLC | 0.00% | Reduce -88.5% | 19,972 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -55.1% | 18,890 | $4.0M |
| Swiss National Bank | 0.00% | Reduce -1.6% | 18,400 | $3.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -17.5% | 18,058 | $3.8M |
| Balyasny Asset Management L.P. | 0.01% | Add +10.3% | 17,865 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.0% | 17,630 | $3.7M |
| Candelo Capital Management LP | 3.55% | Reduce -26.7% | 17,600 | $3.7M |
| Ruffer LLP | 0.16% | Add +2.8% | 17,271 | $3.6M |
| Ausbil Investment Management Ltd | 2.13% | Add +6.6% | 17,250 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +12.0% | 17,199 | $3.6M |
| State of Wisconsin Investment Board | 0.01% | Reduce -9.6% | 15,617 | $3.3M |
| Chatham Capital Group, Inc. | 0.45% | New | 14,134 | $3.0M |
| HITE Hedge Asset Management LLC | 0.17% | Reduce -85.4% | 14,041 | $3.0M |
| Tema ETFs LLC | 0.78% | Add +34.8% | 13,932 | $2.9M |
| NEOS Investment Management LLC | 0.04% | Add +30.7% | 13,932 | $2.9M |
| GKV Capital Management Co., Inc. | 1.29% | Add +104.6% | 13,910 | $2.9M |
| Franklin Resources Inc. | 0.00% | Reduce -0.7% | 13,585 | $2.9M |
| Assetmark, Inc. | 0.01% | Reduce -8.8% | 13,497 | $2.8M |
| Walleye Trading LLC | 0.07% | New | 13,374 | $2.8M |
| Mariner, LLC | 0.00% | Reduce -1.9% | 13,328 | $2.8M |
| Archon Capital Management LLC | 2.19% | Add +218.1% | 12,700 | $2.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 12,636 | $2.7M |
| Vest Financial, LLC | 0.04% | Add +159.1% | 12,434 | $2.6M |
| Aurora Investment Counsel | 1.34% | Reduce -0.1% | 12,100 | $2.5M |
| Integrated Financial Solutions, Inc. | 2.14% | — | 11,940 | $2.5M |
| Amundi | 0.00% | Add +189433.3% | 11,372 | $2.5M |
| Venture Visionary Partners LLC | 0.09% | Add +435.2% | 11,802 | $2.5M |
| Congress Asset Management Co. | 0.02% | New | 11,657 | $2.5M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -16.5% | 11,384 | $2.4M |
| Gotham Asset Management | 0.01% | Reduce -35.7% | 10,584 | $2.2M |
| Quantum Private Wealth, LLC | 0.72% | Add +17.2% | 10,569 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +69.9% | 10,522 | $2.2M |
| Nordea Investment Management AB | 0.00% | Add +0.0% | 9,980 | $2.1M |
| Lombard Odier Asset Management (USA) Corp | 0.66% | New | 10,070 | $2.1M |
| Kennedy Capital Management LLC | 0.05% | Add +25.1% | 9,846 | $2.1M |
| Prudential Financial Inc. | 0.00% | Add +6.8% | 9,797 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Add +37.1% | 9,785 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +35.3% | 9,597 | $2.0M |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 9,035 | $1.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.1% | 9,044 | $1.9M |
| Citigroup Inc. | 0.00% | Reduce -39.7% | 9,013 | $1.9M |
| California State Teachers Retirement System | 0.00% | Reduce -1.0% | 8,862 | $1.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -89.4% | 8,823 | $1.9M |
| Marshall Wace, LLP | 0.00% | New | 8,781 | $1.8M |
| AXA S.A. | 0.01% | No change | 8,480 | $1.8M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 8,408 | $1.8M |
| Rodgers Brothers Inc. | 0.22% | No change | 8,350 | $1.8M |
| Private Trust Co. NA | 0.17% | Add +113.8% | 8,279 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.9% | 8,033 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Add +15.3% | 7,971 | $1.7M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -5.5% | 7,953 | $1.7M |
| New York State Common Retirement Fund | 0.00% | Add +141.8% | 7,922 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Reduce -2.5% | 7,820 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -10.8% | 7,409 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -31.4% | 7,382 | $1.6M |
| Advisory Services Network, LLC | 0.02% | Add +61.8% | 6,372 | $1.5M |
| Magnetar Financial LLC | 0.01% | New | 7,158 | $1.5M |
| Comerica Bank | 0.01% | Add +9.1% | 7,147 | $1.5M |
| Illumine Investment Management, LLC | 1.19% | Add +2.1% | 7,133 | $1.5M |
| Liberty Capital Management, Inc. | 0.28% | Add +137.5% | 6,546 | $1.4M |
| WINTON GROUP Ltd | 0.07% | Reduce -3.1% | 6,468 | $1.4M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -21.9% | 6,417 | $1.4M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -32.4% | 6,222 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +18.7% | 6,127 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.1% | 6,037 | $1.3M |
| Zacks Investment Management | 0.01% | Reduce -2.0% | 5,953 | $1.3M |
| Strong Tower Advisory Services | 0.24% | Add +0.4% | 5,665 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Add +1.7% | 5,609 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +7.5% | 5,607 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -11.8% | 5,566 | $1.2M |
| Oppenheimer Asset Management Inc. | 0.01% | Add +76.0% | 5,543 | $1.2M |
| Truvestments Capital LLC | 0.23% | Add +5.8% | 5,533 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 5,513 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -43.9% | 5,467 | $1.2M |
| Invst, LLC | 0.14% | Reduce -7.0% | 5,312 | $1.1M |
| Horizon Investment Services, LLC | 0.49% | Reduce -9.6% | 5,308 | $1.1M |
| Cypress Asset Management Inc. | 0.27% | Add +2.2% | 5,292 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 5,000 | $1.1M |
| Quest Investment Management LLC | 0.11% | New | 4,957 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.0% | 4,821 | $1.0M |
| Wesbanco Bank Inc. | 0.03% | No change | 4,800 | $1.0M |
| Inspire Investing, LLC | 0.11% | New | 4,773 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -5.9% | 4,626 | $974K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -6.5% | 4,460 | $939K |
| Louisiana State Employees Retirement System | 0.02% | No change | 4,400 | $926K |
| PFG Advisors | 0.04% | Add +33.3% | 4,364 | $918K |
| Roman Butler Fullerton & Co. | 0.27% | Add +1.7% | 3,663 | $910K |
| FMR LLC | 0.00% | Reduce -5.0% | 4,309 | $907K |
| Fox Run Management, L.L.C. | 0.15% | New | 4,296 | $904K |
| Landscape Capital Management, L.L.C. | 0.07% | New | 4,166 | $877K |
| Sei Investments Co. | 0.00% | Add +17.5% | 3,983 | $838K |
| Intech Investment Management LLC | 0.01% | Reduce -54.5% | 3,966 | $835K |
| Sterling Capital Management LLC | 0.01% | Add +70.5% | 3,908 | $822K |
| Macquarie Group Ltd. | 0.00% | New | 3,712 | $781K |
| Valmark Advisers, Inc. | 0.01% | Add +15.6% | 3,624 | $763K |
| Sigma Planning Corp | 0.02% | Add +2.6% | 3,622 | $762K |
| Peterson Wealth Services | 0.21% | No change | 3,570 | $751K |
| Yousif Capital Management, LLC | 0.01% | Add +0.3% | 3,532 | $743K |
| Susquehanna Fundamental Investments, LLC | 0.02% | Reduce -72.8% | 3,525 | $742K |
| Navellier & Associates Inc. | 0.09% | Reduce -85.3% | 3,524 | $742K |
| Demars Financial Group, LLC | 0.28% | Add +71.4% | 3,468 | $730K |
| Private Advisor Group, LLC | 0.00% | Add +4.4% | 3,466 | $729K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -4.6% | 3,389 | $713K |
| Nebula Research & Development LLC | 0.06% | Add +73.1% | 3,344 | $704K |
| Trexquant Investment LP | 0.01% | New | 3,319 | $698K |
| 1620 Investment Advisors, Inc. | 0.50% | Add +0.5% | 3,302 | $695K |
| Victory Financial Group, LLC | 0.11% | No change | 3,296 | $694K |
| Benjamin Edwards Inc. | 0.01% | Add +6.7% | 3,166 | $666K |
| Eaton Financial Holdings Company, LLC | 0.20% | New | 3,108 | $654K |
| Hancock Whitney Corp. | 0.01% | New | 3,108 | $654K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -15.8% | 3,064 | $645K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 3,060 | $644K |
| Mizuho Markets Cayman LP | 0.05% | New | 3,021 | $636K |
| Syon Capital LLC | 0.04% | Reduce -40.1% | 3,014 | $634K |
| Keel Point, LLC | 0.04% | New | 3,010 | $633K |
| SG Americas Securities, LLC | 0.00% | Add +122.3% | 2,970 | $625K |
| Rithm Capital Corp. | 1.52% | Add +16.0% | 2,900 | $610K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -9.4% | 2,900 | $610K |
| Arizona State Retirement System | 0.00% | Add +2.0% | 2,817 | $593K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.2% | 2,814 | $592K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,735 | $576K |
| Amalgamated Bank | 0.00% | Reduce -0.2% | 2,675 | $563K |
| Vident Advisory, LLC | 0.01% | Reduce -77.0% | 2,671 | $562K |
| Bank of Montreal | 0.00% | Reduce -14.9% | 2,650 | $558K |
| Aviva PLC | 0.00% | Reduce -25.3% | 2,644 | $556K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -10.9% | 2,631 | $554K |
| Voya Investment Management LLC | 0.00% | Reduce -63.1% | 2,602 | $548K |
| Wolverine Trading, LLC | 0.01% | Reduce -41.6% | 2,541 | $541K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +20.0% | 2,514 | $529K |
| James Investment Research, Inc. | 0.06% | No change | 2,510 | $528K |
| US Bancorp \de | 0.00% | Reduce -10.8% | 2,474 | $521K |
| Steadtrust LLC | 0.40% | — | 2,435 | $512K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 2,421 | $510K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +7.3% | 2,417 | $509K |
| Cynosure Group, LLC | 0.06% | Add +8.2% | 2,349 | $494K |
| Pathstone Holdings, LLC | 0.00% | Reduce -35.1% | 2,325 | $489K |
| Bay Rivers Group | 0.22% | Reduce -6.6% | 2,302 | $484K |
| Huntleigh Advisors, Inc. | 0.09% | Add +5.6% | 2,268 | $477K |
| Neuberger Berman Group LLC | 0.00% | Add +49.3% | 2,260 | $476K |
| Creative Planning | 0.00% | Reduce -16.4% | 2,205 | $464K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.5% | 2,122 | $462K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 2,154 | $453K |
| Leavell Investment Management, Inc. | 0.02% | Add +22.6% | 2,147 | $452K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +7.2% | 2,142 | $451K |
| ProShare Advisors LLC | 0.00% | Reduce -3.2% | 2,131 | $448K |
| KLP Kapitalforvaltning As | 0.00% | Add +16.7% | 2,100 | $442K |
| Lanark Financial, Inc. | 0.04% | Add +1702.6% | 2,073 | $436K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.04% | New | 2,033 | $428K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +0.1% | 2,022 | $426K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 2,021 | $425K |
| Teacher Retirement System of Texas | 0.00% | Reduce -37.2% | 1,992 | $419K |
| First Dallas Securities Inc. | 0.16% | New | 1,950 | $410K |
| Sherbrooke Park Advisers LLC | 0.17% | New | 1,891 | $398K |
| Sanctuary Advisors, LLC | 0.00% | New | 1,850 | $389K |
| Squarepoint Ops LLC | 0.00% | Reduce -14.5% | 1,823 | $384K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.0% | 1,811 | $381K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -27.9% | 1,788 | $376K |
| HighPoint Advisor Group LLC | 0.02% | Add +0.1% | 1,770 | $373K |
| Verition Fund Management LLC | 0.00% | Add +7.6% | 1,755 | $369K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | New | 1,723 | $363K |
| Banque Pictet & Cie SA | 0.00% | Reduce -6.2% | 1,717 | $361K |
| Pitcairn Co. | 0.02% | Reduce -17.8% | 1,703 | $358K |
| Banque Cantonale Vaudoise | 0.01% | New | 1,666 | $351K |
| Stifel Financial Corp. | 0.00% | Add +1.4% | 1,652 | $348K |
| CIBC Private Wealth Group LLC | 0.00% | Add +210.5% | 1,565 | $329K |
| Tidal Investments LLC | 0.00% | Add +2.4% | 1,555 | $327K |
| Pictet Asset Management Holding SA | 0.00% | No change | 1,555 | $327K |
| Afg Fiduciary Services Limited Partnership | 0.21% | New | 1,533 | $322K |
| HSBC Holdings PLC | 0.00% | New | 1,503 | $322K |
| Entropy Technologies, LP | 0.03% | New | 1,500 | $316K |
| Fayez Sarofim & Co | 0.00% | No change | 1,450 | $305K |
| Cwm, LLC | 0.00% | Reduce -15.4% | 1,406 | $296K |
| Independent Financial Group, LLC | 0.01% | Reduce -13.6% | 1,380 | $290K |
| ARS Investment Partners, LLC | 0.02% | New | 1,377 | $290K |
| Quantinno Capital Management LP | 0.00% | Add +12.7% | 1,372 | $289K |
| Choreo, LLC | 0.00% | Add +4.4% | 1,340 | $282K |
| CX Institutional | 0.01% | No change | 1,333 | $281K |
| Vontobel Holding Ltd. | 0.00% | Reduce -0.1% | 1,335 | $281K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -20.1% | 1,291 | $271K |
| Regions Financial Corp. | 0.00% | Reduce -66.0% | 1,260 | $265K |
| Advisors Asset Management, Inc. | 0.00% | Add +3.6% | 1,221 | $257K |
| Cim, LLC | 0.03% | Reduce -6.0% | 1,210 | $255K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -11.8% | 1,209 | $254K |
| GK Wealth Management LLC | 0.25% | Add +1.4% | 1,209 | $254K |
| New Vernon Capital Holdings II LLC | 0.12% | No change | 1,191 | $251K |
| Norris Financial Group, LLC | 0.10% | Reduce -3.4% | 1,180 | $248K |
| Cibc World Markets Corp. | 0.00% | Reduce -43.3% | 1,177 | $248K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -9.1% | 1,175 | $247K |
| Vestcor Inc | 0.01% | New | 1,165 | $245K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 1,151 | $242K |
| Park Avenue Securities LLC | 0.00% | New | 1,142 | $240K |
| Evergreen Capital Management LLC | 0.01% | Reduce -15.8% | 1,086 | $229K |
| Two Sigma Securities, LLC | 0.03% | Reduce -30.2% | 1,080 | $227K |
| Absolute Gestao de Investimentos Ltda. | 0.07% | New | 1,069 | $225K |
| Journey Strategic Wealth LLC | 0.01% | New | 1,065 | $224K |
| Bailard, Inc. | 0.01% | New | 1,061 | $223K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 1,036 | $218K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,019 | $214K |
| Captrust Financial Advisors | 0.00% | New | 1,009 | $212K |
| JT Stratford LLC | 0.03% | New | 1,009 | $212K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 1,006 | $212K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.3% | 1,001 | $211K |
| Jones Financial Companies LLLP | 0.00% | Add +46.1% | 989 | $211K |
| Occudo Quantitative Strategies LP | 0.02% | Reduce -55.0% | 971 | $204K |
| Second Half Financial Partners, LLC | 0.10% | New | 959 | $202K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 949 | $200K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +192.6% | 942 | $198K |
| Virtus Advisers, LLC | 0.12% | New | 877 | $185K |
| Rossby Financial, LCC | 0.06% | Add +33.3% | 800 | $168K |
| GAMMA Investing LLC | 0.01% | Add +32.6% | 797 | $168K |
| Harbour Investments, Inc. | 0.00% | Add +257.5% | 740 | $156K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -11.9% | 541 | $114K |
| TD Waterhouse Canada Inc. | 0.00% | New | 500 | $105K |
| Headlands Technologies LLC | 0.01% | Reduce -70.5% | 377 | $79K |
| UMB Bank, n.a. | 0.00% | Add +4.3% | 315 | $66K |
| AlphaQuest LLC | 0.01% | Reduce -28.7% | 306 | $64K |
| Optimum Investment Advisors | 0.03% | Add +114.3% | 300 | $63K |
| Sava Infond d.o.o. | 0.01% | No change | 300 | $63K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 295 | $62K |
| KBC Group NV | 0.00% | Reduce -39.8% | 262 | $55K |
| Morgan Dempsey Capital Management LLC | 0.02% | New | 246 | $52K |
| MAI Capital Management | 0.00% | Add +15.5% | 238 | $50K |
| Covestor Ltd | 0.03% | Add +12.8% | 229 | $48K |
| Manchester Capital Management LLC | 0.01% | Add +42.9% | 200 | $42K |
| Global Retirement Partners, LLC | 0.00% | — | 192 | $40K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -50.0% | 184 | $39K |
| Versant Capital Management, Inc | 0.01% | Add +14.9% | 170 | $36K |
| Leonteq Securities AG | 0.00% | No change | 160 | $34K |
| State of Wyoming | 0.00% | New | 157 | $33K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 156 | $33K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -8.1% | 148 | $32K |
| Hughes Financial Services, LLC | 0.01% | No change | 138 | $31K |
| Tidemark, LLC | 0.01% | Add +374.2% | 147 | $31K |
| Clearstead Advisors, LLC | 0.00% | Add +21.5% | 130 | $27K |
| TFC Financial Management, Inc. | 0.00% | Add +11000.0% | 111 | $23K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 109 | $23K |
| Spire Wealth Management | 0.00% | Reduce -70.5% | 102 | $21K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 97 | $20K |
| Evolution Wealth Management Inc. | 0.02% | — | 95 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +576.9% | 88 | $19K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 66 | $18K |
| Parallel Advisors, LLC | 0.00% | Add +1.2% | 84 | $18K |
| Brooklyn Investment Group | 0.00% | Reduce -54.1% | 79 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 72 | $15K |
| Anchor Investment Management, LLC | 0.00% | Reduce -26.3% | 70 | $15K |
| Fifth Third Bancorp | 0.00% | Reduce -1.5% | 65 | $14K |
| Huntington National Bank | 0.00% | Reduce -38.5% | 64 | $13K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +133.3% | 63 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -92.8% | 62 | $13K |
| Bogart Wealth, LLC | 0.00% | New | 60 | $13K |
| Rothschild Investment LLC | 0.00% | Add +83.3% | 55 | $12K |
| Safe Harbor Fiduciary, LLC | 0.01% | New | 50 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 50 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -49.0% | 50 | $11K |
| National Bank of Canada | 0.00% | Reduce -70.1% | 46 | $10K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 40 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 40 | $8K |
| Principal Securities, Inc. | 0.00% | Reduce -66.1% | 40 | $8K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 40 | $8K |
| CoreCap Advisors, LLC | 0.00% | No change | 39 | $8K |
| Bessemer Group Inc. | 0.00% | Reduce -34.5% | 38 | $8K |
| Golden State Wealth Management, LLC | 0.00% | No change | 35 | $7K |
| Darwin Wealth Management, LLC | 0.00% | No change | 35 | $7K |
| Optiver Holding B.V. | 0.00% | New | 34 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.9% | 33 | $7K |
| Signaturefd, LLC | 0.00% | Reduce -50.0% | 31 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 29 | $6K |
| Sawyer & Company, Inc | 0.00% | New | 20 | $6K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Add +27.8% | 23 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 23 | $5K |
| Allworth Financial LP | 0.00% | No change | 23 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 21 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 17 | $4K |
| Colonial Trust Co / SC | 0.00% | New | 15 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -89.8% | 13 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -12.5% | 14 | $3K |
| Essential Partners LLC | 0.00% | — | 11 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | New | 9 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 8 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 6 | $1K |
| Rise Advisors, LLC | 0.00% | New | 6 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 6 | $1K |
| Quarry LP | 0.00% | New | 5 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 7 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 4 | $842 |
| NewSquare Capital LLC | 0.00% | No change | 4 | $842 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -62.5% | 3 | $632 |
| Clearstead Trust, LLC | 0.00% | New | 2 | $421 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -66.7% | 2 | $421 |
| Stephens Consulting, LLC | 0.00% | Reduce -60.0% | 2 | $421 |
| True Wealth Design, LLC | 0.00% | Reduce -60.0% | 2 | $421 |
| Bare Financial Services, Inc | 0.00% | No change | 2 | $421 |
| JFS Wealth Advisors, LLC | 0.00% | New | 2 | $421 |
| WealthTrak Capital Management LLC | 0.00% | No change | 1 | $211 |
| Abound Wealth Management | 0.00% | No change | 1 | $211 |
| SJS Investment Consulting Inc. | 0.00% | No change | 1 | $211 |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $210 |
| Larson Financial Group LLC | 0.00% | New | 1 | $210 |
| Avion Wealth | 0.00% | New | 3 | $0 |
| Hemington Wealth Management | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is POWL's weight in each manager's 13F, not the share of Powell Industries Inc. the manager owns.