Powell IndustriesPOWL
13F holders, Q3 2025 (September 30)412holders +38
76new positions
38sold out
7famous investors
$304.94avg. 13F price*
At the end of Q3 2025, 412 institutions reported holding Powell Industries Inc. (POWL) in their 13F filings, up 38 from Q2 2025. 76 opened new positions and 38 sold out. The largest holders were NorthCoast Asset Management LLC ($705.5M), BlackRock, Inc. ($419.1M) and Vanguard Group Inc. ($213.4M). 7 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Powell Industries Inc.
- CUSIP
- 739128106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $206.5M |
| Exits | 38 | $26.7M |
All 13F filers, Q2 2025 → Q3 2025: 2,489,207 shares bought and 962,539 shares sold, net +1,526,668 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 412 holders
| NorthCoast Asset Management LLC | 2.75% | Add +42.2% | 2,314,474 | $705.5M |
| BlackRock, Inc. | 0.01% | Reduce -1.5% | 1,375,098 | $419.1M |
| Vanguard Group Inc. | 0.00% | Reduce -0.7% | 700,223 | $213.4M |
| First Trust Advisors LP | 0.14% | Add +65.8% | 615,067 | $187.5M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -9.8% | 368,312 | $112.3M |
| State Street Corp. | 0.00% | Add +0.2% | 352,768 | $107.5M |
| Invesco Ltd. | 0.02% | Add +2.4% | 348,091 | $106.1M |
| Fisher Asset Management | 0.03% | Add +49.8% | 300,496 | $91.6M |
| Morgan Stanley | 0.01% | Add +75.3% | 296,465 | $90.4M |
| Voss Capital, LP | 5.17% | Add +59.6% | 295,000 | $89.9M |
| Geode Capital Management, LLC | 0.00% | Add +0.4% | 238,570 | $72.7M |
| GW&K Investment Management, LLC | 0.61% | Add +23.6% | 224,507 | $68.4M |
| Federated Hermes, Inc. | 0.10% | Add +17.7% | 179,019 | $54.6M |
| UBS Group AG | 0.01% | Add +6.3% | 158,247 | $48.2M |
| Portolan Capital Management, LLC | 2.45% | Reduce -13.1% | 148,245 | $45.2M |
| Summit Partners Public Asset Management, LLC | 1.42% | New | 142,762 | $43.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.6% | 126,134 | $38.4M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -0.2% | 124,568 | $38.0M |
| Northern Trust Corp. | 0.00% | Add +3.8% | 123,539 | $37.7M |
| Ophir Asset Management Pty Ltd | 4.56% | Reduce -34.5% | 121,240 | $37.0M |
| Engine No. 1 LLC | 40.95% | No change | 119,000 | $36.3M |
| Janus Henderson Group PLC | 0.02% | Add +547.0% | 116,838 | $35.6M |
| Jacobs Levy Equity Management, Inc. | 0.13% | Reduce -7.0% | 110,356 | $33.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Add +0.7% | 101,599 | $31.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.8% | 97,548 | $29.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.3% | 96,315 | $29.4M |
| Royal Bank of Canada | 0.01% | Add +37.0% | 95,405 | $29.1M |
| Stephens Investment Management Group LLC | 0.35% | Add +6.5% | 89,669 | $27.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.5% | 86,252 | $26.3M |
| Driehaus Capital Management LLC | 0.19% | New | 85,333 | $26.0M |
| RPG Investment Advisory, LLC | 2.84% | Add +0.7% | 78,885 | $24.0M |
| Aperture Investors, LLC | 3.28% | New | 77,394 | $23.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.2% | 76,621 | $23.4M |
| Broad Bay Capital Management, LP | 2.66% | New | 69,990 | $21.3M |
| WCM Investment Management, LLC | 0.04% | Reduce -0.4% | 66,300 | $20.1M |
| Intrinsic Edge Capital Management LLC | 3.04% | New | 65,600 | $20.0M |
| Royce & Associates LP | 0.19% | Reduce -6.3% | 63,880 | $19.5M |
| Baird Financial Group, Inc. | 0.03% | Add +3.6% | 62,273 | $19.0M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +32.9% | 56,620 | $18.0M |
| Hodges Capital Management Inc. | 1.47% | Add +16.8% | 56,440 | $17.2M |
| Tema ETFs LLC | 1.35% | Add +281.6% | 53,170 | $16.2M |
| NEOS Investment Management LLC | 0.12% | Add +281.6% | 53,170 | $16.2M |
| Loomis Sayles & Co. L P | 0.02% | Add +3.7% | 52,279 | $15.9M |
| Lord, Abbett & Co. LLC | 0.05% | Add +66.0% | 51,365 | $15.7M |
| Oberweis Asset Management Inc./ | 0.55% | Add +27.7% | 47,500 | $14.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -38.5% | 45,532 | $13.9M |
| Granite Investment Partners, LLC | 0.74% | Add +0.5% | 42,896 | $13.1M |
| Carnegie Investment Counsel | 0.23% | Add +53.5% | 40,748 | $12.4M |
| Cerity Partners LLC | 0.02% | Reduce -26.1% | 40,505 | $12.3M |
| Venture Visionary Partners LLC | 0.42% | Add +241.3% | 40,280 | $12.3M |
| Danske Bank A/S | 0.03% | Reduce -52.5% | 37,383 | $11.4M |
| Public Sector Pension Investment Board | 0.04% | Add +14.6% | 36,734 | $11.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +325.0% | 34,140 | $10.4M |
| Private Advisory Group LLC | 0.86% | New | 32,292 | $9.8M |
| Jane Street Group, LLC | 0.01% | New | 31,567 | $9.6M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -6.8% | 30,043 | $9.2M |
| Wells Fargo & Company | 0.00% | Reduce -12.7% | 29,452 | $9.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.6% | 29,387 | $9.0M |
| LPL Financial LLC | 0.00% | Reduce -15.9% | 29,166 | $8.9M |
| AQR Capital Management | 0.01% | Reduce -18.6% | 28,788 | $8.8M |
| Advisors Management Group Inc. | 1.53% | Reduce -17.5% | 28,509 | $8.7M |
| Deutsche Bank AG | 0.00% | Add +281.7% | 28,281 | $8.6M |
| Rhumbline Advisers | 0.01% | Reduce -1.2% | 26,328 | $8.0M |
| Legal & General Group Plc | 0.00% | Reduce -3.9% | 26,199 | $8.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -28.2% | 24,220 | $7.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -37.7% | 23,999 | $7.3M |
| Cibc World Market Inc. | 0.02% | Reduce -1.8% | 23,994 | $7.3M |
| Bank of America Corp. | 0.00% | Add +14.6% | 23,622 | $7.2M |
| Vision One Management Partners, LP | 4.52% | New | 23,591 | $7.2M |
| Polen Capital Management LLC | 0.02% | Reduce -7.2% | 23,357 | $7.1M |
| Capital Fund Management S.A. | 0.07% | Reduce -12.8% | 21,674 | $6.6M |
| Kennedy Capital Management LLC | 0.14% | Add +107.8% | 20,459 | $6.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -46.8% | 20,300 | $6.2M |
| Nuveen, LLC | 0.00% | Reduce -1.4% | 19,700 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.8% | 19,555 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.9% | 18,842 | $5.7M |
| Renaissance Technologies | 0.01% | Reduce -30.2% | 18,734 | $5.7M |
| Swiss National Bank | 0.00% | Add +1.6% | 18,700 | $5.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -12.1% | 18,076 | $5.5M |
| Archon Capital Management LLC | 3.27% | Add +41.7% | 18,000 | $5.5M |
| Millennium Management | 0.00% | Reduce -40.4% | 17,523 | $5.3M |
| Nicholas Investment Partners, LP | 0.47% | New | 17,466 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Add +11.7% | 17,445 | $5.3M |
| Granahan Investment Management, LLC | 0.21% | Reduce -62.1% | 16,764 | $5.1M |
| Globeflex Capital L P | 0.77% | Reduce -49.8% | 16,330 | $5.0M |
| American Century Companies Inc. | 0.00% | Reduce -66.5% | 16,050 | $4.9M |
| Pier Capital, LLC | 0.73% | Reduce -43.3% | 15,409 | $4.7M |
| Barclays PLC | 0.00% | Reduce -26.8% | 15,401 | $4.7M |
| Truist Financial Corp. | 0.01% | Add +43.0% | 15,041 | $4.6M |
| Chatham Capital Group, Inc. | 0.63% | Add +1.7% | 14,374 | $4.4M |
| GKV Capital Management Co., Inc. | 1.73% | Add +3.3% | 14,370 | $4.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -40.4% | 14,183 | $4.3M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -22.5% | 13,848 | $4.2M |
| Vest Financial, LLC | 0.05% | Add +4.0% | 12,931 | $3.9M |
| Assetmark, Inc. | 0.01% | Reduce -5.0% | 12,817 | $3.9M |
| New York State Common Retirement Fund | 0.01% | Add +59.5% | 12,638 | $3.9M |
| Quantum Private Wealth, LLC | 1.10% | Add +17.3% | 12,399 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -30.8% | 11,899 | $3.6M |
| Congress Asset Management Co. | 0.02% | Add +0.9% | 11,757 | $3.6M |
| Mariner, LLC | 0.00% | Reduce -15.3% | 11,295 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -3.3% | 11,013 | $3.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -15.0% | 10,744 | $3.3M |
| Citadel Advisors | 0.00% | Reduce -80.6% | 10,695 | $3.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -86.0% | 10,485 | $3.2M |
| CastleKnight Management LP | 0.17% | Reduce -57.9% | 10,200 | $3.1M |
| Hudson Bay Capital Management LP | 0.02% | New | 10,163 | $3.1M |
| Nordea Investment Management AB | 0.00% | Add +1.5% | 10,134 | $3.0M |
| Prudential Financial Inc. | 0.00% | Reduce -3.6% | 9,441 | $2.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +2.2% | 9,247 | $2.8M |
| Franklin Resources Inc. | 0.00% | Reduce -32.5% | 9,169 | $2.8M |
| Advisory Services Network, LLC | 0.04% | Add +43.2% | 9,127 | $2.8M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 8,863 | $2.7M |
| Candelo Capital Management LP | 2.34% | Reduce -51.2% | 8,583 | $2.6M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 8,408 | $2.6M |
| Algert Global LLC | 0.04% | Reduce -63.9% | 8,384 | $2.6M |
| Comerica Bank | 0.01% | Add +17.0% | 8,364 | $2.5M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -15.2% | 8,294 | $2.5M |
| Concentric Capital Strategies, LP | 0.12% | New | 8,232 | $2.5M |
| Rodgers Brothers Inc. | 0.30% | Reduce -3.0% | 8,100 | $2.5M |
| Dana Investment Advisors, Inc. | 0.07% | Add +1.6% | 8,084 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.1% | 7,976 | $2.4M |
| Private Trust Co. NA | 0.21% | Reduce -3.7% | 7,972 | $2.4M |
| Merit Financial Group, LLC | 0.02% | Add +69.0% | 7,817 | $2.4M |
| Sigma Planning Corp | 0.07% | Add +115.7% | 7,812 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +55.9% | 7,794 | $2.4M |
| Liberty Capital Management, Inc. | 0.45% | Add +18.8% | 7,779 | $2.4M |
| Aurora Investment Counsel | 1.21% | Reduce -37.4% | 7,578 | $2.3M |
| ABS Direct Equity Fund LLC | 3.27% | New | 7,500 | $2.3M |
| Rock Creek Group LLC | 0.24% | New | 7,500 | $2.3M |
| Eaton Financial Holdings Company, LLC | 0.61% | Add +127.1% | 7,057 | $2.2M |
| OMERS ADMINISTRATION Corp | 0.02% | Reduce -22.1% | 7,035 | $2.1M |
| Illumine Investment Management, LLC | 1.53% | Reduce -1.5% | 7,026 | $2.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -12.5% | 6,844 | $2.1M |
| Cadent Capital Advisors, LLC | 0.55% | New | 6,761 | $2.1M |
| BlueCrest Capital Management Ltd | 0.15% | New | 6,641 | $2.0M |
| Wesbanco Bank Inc. | 0.06% | Add +37.5% | 6,600 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +16.4% | 6,364 | $1.9M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +13.4% | 6,285 | $1.9M |
| Zacks Investment Management | 0.01% | Add +1.7% | 6,052 | $1.8M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -5.8% | 6,045 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.02% | No change | 6,037 | $1.8M |
| S Squared Technology, LLC | 0.70% | New | 6,000 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +7.3% | 5,975 | $1.8M |
| Galaxy Digital Capital Management GP LLC | 1.73% | New | 5,828 | $1.8M |
| Strong Tower Advisory Services | 0.33% | Add +1.8% | 5,767 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -37.6% | 5,621 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | No change | 5,609 | $1.7M |
| Intech Investment Management LLC | 0.02% | Add +41.3% | 5,604 | $1.7M |
| Walleye Trading LLC | 0.03% | Reduce -58.9% | 5,495 | $1.7M |
| Invst, LLC | 0.19% | Add +3.4% | 5,490 | $1.7M |
| Lombard Odier Asset Management (USA) Corp | 0.44% | Reduce -45.9% | 5,452 | $1.7M |
| Ausbil Investment Management Ltd | 0.87% | Reduce -70.1% | 5,163 | $1.6M |
| Gotham Asset Management | 0.01% | Reduce -49.6% | 5,334 | $1.6M |
| Cypress Asset Management Inc. | 0.36% | Reduce -1.4% | 5,217 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.5% | 5,546 | $1.5M |
| Quest Investment Management LLC | 0.16% | Add +0.9% | 5,002 | $1.5M |
| Tectonic Advisors LLC | 0.08% | New | 4,956 | $1.5M |
| Harbor Capital Advisors, Inc. | 0.12% | Reduce -83.2% | 4,941 | $1.5M |
| Horizon Investment Services, LLC | 0.56% | Reduce -7.7% | 4,900 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -33.6% | 4,898 | $1.5M |
| Truvestments Capital LLC | 0.27% | Reduce -12.3% | 4,851 | $1.5M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -15.5% | 4,737 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Add +6.0% | 4,729 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.7% | 4,594 | $1.4M |
| FMR LLC | 0.00% | Add +5.4% | 4,542 | $1.4M |
| PFG Advisors | 0.06% | Add +3.0% | 4,493 | $1.4M |
| MML Investors Services, LLC | 0.00% | Reduce -54.2% | 4,398 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.3% | 4,300 | $1.3M |
| Roman Butler Fullerton & Co. | 0.35% | Reduce -13.1% | 3,182 | $1.3M |
| WINTON GROUP Ltd | 0.05% | Reduce -34.3% | 4,253 | $1.3M |
| Sei Investments Co. | 0.00% | Add +5.7% | 4,210 | $1.3M |
| Hel Ved Capital Management Ltd | 0.69% | New | 4,200 | $1.3M |
| Blackhawk Capital Partners, LLC | 0.49% | New | 4,122 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.7% | 4,024 | $1.2M |
| J2 Capital Management Inc | 0.88% | New | 3,824 | $1.2M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Add +7.1% | 3,775 | $1.2M |
| Navellier & Associates Inc. | 0.11% | Add +5.4% | 3,714 | $1.1M |
| Sterling Capital Management LLC | 0.02% | Reduce -6.4% | 3,659 | $1.1M |
| Kassira Wealth Management LLC | 1.07% | — | 3,634 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +4.5% | 3,621 | $1.1M |
| Peterson Wealth Services | 0.27% | Reduce -69.2% | 1,099 | $1.1M |
| First Dallas Securities Inc. | 0.41% | Add +83.3% | 3,575 | $1.1M |
| Littlejohn Financial Services, Inc. | 0.79% | New | 3,536 | $1.1M |
| Demars Financial Group, LLC | 0.37% | Add +1.6% | 3,525 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Add +14.5% | 3,507 | $1.1M |
| James Investment Research, Inc. | 0.11% | Add +32.3% | 3,320 | $1.0M |
| Victory Financial Group, LLC | 0.14% | No change | 3,296 | $1.0M |
| 1620 Investment Advisors, Inc. | 0.67% | Reduce -2.5% | 3,221 | $982K |
| Forge First Asset Management Inc. | 0.43% | New | 3,061 | $933K |
| Mizuho Markets Cayman LP | 0.08% | Add +0.2% | 3,028 | $923K |
| Benjamin Edwards Inc. | 0.01% | Reduce -4.4% | 3,028 | $923K |
| Syon Capital LLC | 0.05% | Reduce -0.5% | 3,000 | $914K |
| Yousif Capital Management, LLC | 0.01% | Reduce -17.1% | 2,928 | $892K |
| Rithm Capital Corp. | 2.25% | No change | 2,900 | $884K |
| Pathstone Holdings, LLC | 0.00% | Add +24.0% | 2,884 | $879K |
| Arizona State Retirement System | 0.00% | Add +1.1% | 2,847 | $868K |
| Amalgamated Bank | 0.01% | Add +1.8% | 2,724 | $830K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +24.7% | 2,672 | $814K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +20.4% | 2,556 | $801K |
| Quantinno Capital Management LP | 0.00% | Add +83.7% | 2,520 | $768K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -1.3% | 2,481 | $756K |
| Hancock Whitney Corp. | 0.01% | Reduce -20.7% | 2,466 | $752K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -6.3% | 2,464 | $751K |
| Creative Planning | 0.00% | Add +11.7% | 2,463 | $751K |
| Landscape Capital Management, L.L.C. | 0.05% | Reduce -40.9% | 2,461 | $750K |
| BNP Paribas Financial Markets | 0.00% | Reduce -72.4% | 2,436 | $743K |
| Steadtrust LLC | 0.50% | No change | 2,435 | $742K |
| Vident Advisory, LLC | 0.01% | Reduce -9.0% | 2,430 | $741K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 2,421 | $738K |
| SG Americas Securities, LLC | 0.00% | Reduce -18.6% | 2,416 | $736K |
| Huntleigh Advisors, Inc. | 0.13% | Add +6.2% | 2,409 | $734K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.8% | 2,397 | $731K |
| Neuberger Berman Group LLC | 0.00% | Add +6.0% | 2,395 | $730K |
| Lanark Financial, Inc. | 0.06% | Add +15.2% | 2,387 | $728K |
| Cynosure Group, LLC | 0.08% | No change | 2,349 | $716K |
| Legato Capital Management LLC | 0.08% | New | 2,275 | $693K |
| Triasima Portfolio Management inc. | 0.10% | New | 2,260 | $689K |
| HRT Financial LP | 0.00% | New | 2,170 | $661K |
| Afg Fiduciary Services Limited Partnership | 0.38% | Add +36.1% | 2,086 | $660K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 2,154 | $657K |
| Leavell Investment Management, Inc. | 0.03% | Add +0.2% | 2,152 | $656K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -27.6% | 2,100 | $640K |
| KLP Kapitalforvaltning As | 0.00% | No change | 2,100 | $640K |
| Perbak Capital Partners LLP | 0.11% | New | 2,062 | $629K |
| Walleye Capital LLC | 0.01% | New | 2,047 | $624K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.04% | No change | 2,033 | $620K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 2,025 | $617K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Add +17.4% | 2,023 | $617K |
| Bay Rivers Group | 0.26% | Reduce -13.0% | 2,002 | $610K |
| HighPoint Advisor Group LLC | 0.03% | Add +11.3% | 1,970 | $600K |
| Trek Financial, LLC | 0.04% | New | 1,928 | $588K |
| Cornerstone Investment Partners, LLC | 0.02% | Reduce -7.0% | 1,881 | $573K |
| Independent Financial Group, LLC | 0.01% | Add +30.9% | 1,807 | $551K |
| ProShare Advisors LLC | 0.00% | Reduce -15.7% | 1,797 | $548K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.2% | 1,791 | $546K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 1,788 | $545K |
| Banque Cantonale Vaudoise | 0.02% | Add +6.5% | 1,774 | $541K |
| Amundi | 0.00% | Reduce -84.9% | 1,722 | $536K |
| Park Avenue Securities LLC | 0.00% | Add +52.5% | 1,742 | $531K |
| Nissay Asset Management Corp. /Japan | 0.00% | New | 1,729 | $527K |
| Voya Investment Management LLC | 0.00% | Reduce -33.9% | 1,721 | $525K |
| Stifel Financial Corp. | 0.00% | Add +4.1% | 1,720 | $524K |
| Bank of Montreal | 0.00% | Reduce -35.4% | 1,713 | $522K |
| Banque Pictet & Cie SA | 0.01% | Reduce -0.6% | 1,706 | $520K |
| Aviva PLC | 0.00% | Reduce -35.6% | 1,703 | $519K |
| AXA Investment Managers S.A. | 0.00% | — | 1,687 | $514K |
| Alps Advisors Inc. | 0.00% | Reduce -21.8% | 1,581 | $482K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 1,557 | $475K |
| Pictet Asset Management Holding SA | 0.00% | No change | 1,555 | $474K |
| Baader Bank Aktiengesellschaft | 0.04% | New | 1,558 | $474K |
| Triumph Capital Management | 0.12% | New | 1,517 | $462K |
| Independent Advisor Alliance | 0.01% | New | 1,492 | $455K |
| Pitcairn Co. | 0.04% | Reduce -14.7% | 1,453 | $443K |
| Fayez Sarofim & Co | 0.00% | No change | 1,450 | $442K |
| Curbstone Financial Management Corp | 0.09% | New | 1,450 | $442K |
| Choreo, LLC | 0.01% | Add +6.6% | 1,429 | $435K |
| Occudo Quantitative Strategies LP | 0.05% | Add +45.1% | 1,409 | $429K |
| Verition Fund Management LLC | 0.00% | Reduce -20.2% | 1,400 | $427K |
| Regions Financial Corp. | 0.00% | Add +9.1% | 1,375 | $419K |
| Inceptionr LLC | 0.10% | New | 1,365 | $416K |
| Prelude Capital Management, LLC | 0.03% | New | 1,359 | $414K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -50.5% | 1,353 | $412K |
| CX Institutional | 0.01% | No change | 1,333 | $406K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +1.4% | 1,309 | $398K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +13.0% | 1,301 | $397K |
| Mgo One Seven LLC | 0.01% | New | 1,269 | $387K |
| Teacher Retirement System of Texas | 0.00% | Reduce -36.5% | 1,265 | $386K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -0.3% | 1,218 | $371K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -56.8% | 1,215 | $370K |
| Valmark Advisers, Inc. | 0.00% | Reduce -66.6% | 1,210 | $369K |
| Vontobel Holding Ltd. | 0.00% | Reduce -10.1% | 1,200 | $366K |
| Captrust Financial Advisors | 0.00% | Add +18.5% | 1,196 | $365K |
| Cim, LLC | 0.05% | Reduce -1.2% | 1,195 | $364K |
| Cwm, LLC | 0.00% | Reduce -15.0% | 1,195 | $364K |
| New Vernon Capital Holdings II LLC | 0.17% | No change | 1,191 | $363K |
| Norris Financial Group, LLC | 0.13% | Reduce -0.2% | 1,178 | $359K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.2% | 1,177 | $359K |
| GK Wealth Management LLC | 0.26% | Reduce -4.0% | 1,161 | $354K |
| Journey Strategic Wealth LLC | 0.01% | Add +8.1% | 1,151 | $351K |
| Brevan Howard Capital Management LP | 0.01% | New | 1,129 | $344K |
| Fiduciary Trust Co | 0.00% | New | 1,073 | $327K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.5% | 1,070 | $326K |
| Bailard, Inc. | 0.01% | No change | 1,061 | $323K |
| Verdence Capital Advisors LLC | 0.02% | New | 862 | $323K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +5.0% | 1,056 | $322K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -12.7% | 1,055 | $322K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +2.9% | 1,048 | $319K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 1,036 | $316K |
| Jones Financial Companies LLLP | 0.00% | Add +9.5% | 1,083 | $315K |
| CIBC Bancorp USA Inc. | 0.00% | — | 1,018 | $310K |
| Shay Capital LLC | 0.06% | New | 1,000 | $305K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 995 | $303K |
| Intrust Bank NA | 0.02% | New | 981 | $299K |
| JT Stratford LLC | 0.04% | Reduce -3.7% | 972 | $296K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 950 | $290K |
| Second Half Financial Partners, LLC | 0.13% | Reduce -1.0% | 949 | $289K |
| Morgan Dempsey Capital Management LLC | 0.13% | Add +282.9% | 942 | $287K |
| ARS Investment Partners, LLC | 0.02% | Reduce -34.0% | 909 | $277K |
| Tidal Investments LLC | 0.00% | Reduce -41.7% | 907 | $276K |
| OneDigital Investment Advisors LLC | 0.00% | New | 906 | $276K |
| Virtus Advisers, LLC | 0.15% | No change | 877 | $267K |
| Wedbush Securities Inc. | 0.01% | New | 866 | $264K |
| Two Sigma Securities, LLC | 0.04% | Reduce -20.4% | 860 | $262K |
| Integrated Financial Solutions, Inc. | 0.18% | Reduce -92.9% | 850 | $259K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 845 | $258K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -48.0% | 814 | $248K |
| Fieldview Capital Management, LLC | 0.04% | New | 812 | $248K |
| GAMMA Investing LLC | 0.01% | Add +1.6% | 810 | $247K |
| Farther Finance Advisors, LLC | 0.00% | Add +334.8% | 800 | $244K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -15.9% | 798 | $243K |
| Patten Group, Inc. | 0.05% | New | 778 | $237K |
| HighTower Advisors, LLC | 0.00% | New | 776 | $237K |
| Spire Wealth Management | 0.01% | Add +648.0% | 763 | $233K |
| Garner Asset Management Corp | 0.09% | New | 761 | $232K |
| Harbour Investments, Inc. | 0.01% | Add +2.6% | 759 | $231K |
| DRW Securities, LLC | 0.01% | New | 757 | $230K |
| Xponance LLC | 0.00% | New | 748 | $228K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 743 | $226K |
| Coldstream Capital Management Inc. | 0.00% | New | 738 | $225K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 731 | $223K |
| Guggenheim Capital LLC | 0.00% | New | 714 | $218K |
| Stephens Inc. | 0.00% | New | 711 | $217K |
| AE Wealth Management LLC | 0.00% | New | 699 | $213K |
| Snowden Capital Advisors LLC | 0.01% | New | 683 | $208K |
| Savvy Advisors, Inc. | 0.01% | New | 672 | $205K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 661 | $201K |
| Rossby Financial, LCC | 0.06% | Reduce -25.0% | 600 | $190K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 500 | $158K |
| Sava Infond d.o.o. | 0.02% | Add +66.7% | 500 | $152K |
| AlphaQuest LLC | 0.01% | Add +30.7% | 400 | $122K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -58.1% | 395 | $120K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -27.7% | 391 | $119K |
| Wexford Capital LP | 0.03% | New | 330 | $101K |
| Optimum Investment Advisors | 0.04% | Add +8.3% | 325 | $99K |
| US Bancorp \de | 0.00% | Reduce -87.0% | 321 | $98K |
| UMB Bank, n.a. | 0.00% | Add +0.3% | 316 | $96K |
| iSAM Funds (UK) Ltd | 0.02% | New | 284 | $87K |
| Johnson Financial Group, Inc. | 0.00% | New | 265 | $81K |
| KBC Group NV | 0.00% | No change | 262 | $80K |
| MAI Capital Management | 0.00% | No change | 238 | $73K |
| Quadrant Capital Group LLC | 0.00% | New | 204 | $62K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.5% | 191 | $58K |
| State of Wyoming | 0.01% | Add +18.5% | 186 | $57K |
| Versant Capital Management, Inc | 0.01% | No change | 170 | $52K |
| Hughes Financial Services, LLC | 0.01% | No change | 138 | $52K |
| Smartleaf Asset Management LLC | 0.00% | Add +7.4% | 159 | $48K |
| Principal Securities, Inc. | 0.00% | Add +272.5% | 149 | $45K |
| Clearstead Advisors, LLC | 0.00% | Reduce -20.8% | 103 | $31K |
| Leonteq Securities AG | 0.00% | Reduce -37.5% | 100 | $30K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +3.1% | 100 | $30K |
| Tidemark, LLC | 0.01% | Reduce -37.4% | 92 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.4% | 91 | $28K |
| Evolution Wealth Management Inc. | 0.03% | Reduce -5.3% | 90 | $27K |
| Huntington National Bank | 0.00% | Add +20.3% | 77 | $23K |
| Salomon & Ludwin, LLC | 0.00% | New | 74 | $23K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +14.3% | 72 | $22K |
| Anchor Investment Management, LLC | 0.00% | No change | 70 | $21K |
| Wealthspire Advisors, LLC | 0.00% | New | 70 | $21K |
| Whittier Trust Co. | 0.00% | New | 70 | $21K |
| Fifth Third Bancorp | 0.00% | Add +4.6% | 68 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.6% | 63 | $19K |
| Hantz Financial Services, Inc. | 0.00% | Add +376.9% | 62 | $19K |
| Bessemer Group Inc. | 0.00% | Add +57.9% | 60 | $19K |
| Bogart Wealth, LLC | 0.00% | No change | 60 | $18K |
| Bellevue Asset Management, LLC | 0.01% | New | 58 | $18K |
| National Bank of Canada | 0.00% | Add +21.7% | 56 | $17K |
| CoreCap Advisors, LLC | 0.00% | Add +38.5% | 54 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 50 | $15K |
| Rothschild Investment LLC | 0.00% | Reduce -9.1% | 50 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 50 | $15K |
| Parallel Advisors, LLC | 0.00% | Reduce -50.0% | 42 | $13K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 40 | $12K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 40 | $12K |
| Darwin Wealth Management, LLC | 0.00% | No change | 35 | $11K |
| Golden State Wealth Management, LLC | 0.00% | No change | 35 | $11K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -51.4% | 35 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.0% | 34 | $10K |
| Signaturefd, LLC | 0.00% | Add +9.7% | 34 | $10K |
| Covestor Ltd | 0.01% | Reduce -87.3% | 29 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 29 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -73.4% | 29 | $9K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 29 | $9K |
| Allworth Financial LP | 0.00% | Add +8.7% | 25 | $7K |
| Fortitude Family Office, LLC | 0.00% | No change | 23 | $7K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 23 | $7K |
| Root Financial Partners, LLC | 0.00% | New | 19 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 14 | $4K |
| Colonial Trust Co / SC | 0.00% | Reduce -6.7% | 14 | $4K |
| Essential Partners LLC | 0.00% | Add +9.1% | 12 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 9 | $3K |
| Rise Advisors, LLC | 0.00% | Add +33.3% | 8 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -76.5% | 8 | $2K |
| Picton Mahoney Asset Management | 0.00% | No change | 7 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 6 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 6 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 4 | $1K |
| Hemington Wealth Management | 0.00% | Add +66.7% | 5 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 3 | $915 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 3 | $914 |
| Tortoise Investment Management, LLC | 0.00% | Add +200.0% | 3 | $914 |
| True Wealth Design, LLC | 0.00% | No change | 2 | $610 |
| Bare Financial Services, Inc | 0.00% | No change | 2 | $610 |
| Clearstead Trust, LLC | 0.00% | No change | 2 | $610 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 2 | $610 |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 2 | $610 |
| Abound Wealth Management | 0.00% | No change | 1 | $305 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $305 |
| Sunbelt Securities, Inc. | 0.00% | New | 1 | $305 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $305 |
| TFC Financial Management, Inc. | 0.00% | Reduce -99.1% | 1 | $305 |
| SJS Investment Consulting Inc. | 0.00% | No change | 1 | $305 |
| Avion Wealth | 0.00% | No change | 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.