Powell IndustriesPOWL

13F holders, Q4 2025 (December 31)
424holders +12
55new positions
54sold out
7famous investors
$314.37avg. 13F price*

At the end of Q4 2025, 424 institutions reported holding Powell Industries Inc. (POWL) in their 13F filings, up 12 from Q3 2025. 55 opened new positions and 54 sold out. The largest holders were BlackRock, Inc. ($447.6M), Vanguard Group Inc. ($225.3M) and First Trust Advisors LP ($167.7M). 7 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Powell Industries Inc.
CUSIP
739128106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 236Q1 2024Q2 2024: 267Q2 2024Q3 2024: 324Q3 2024Q4 2024: 351Q4 2024Q1 2025: 341Q1 2025Q2 2025: 374Q2 2025Q3 2025: 412Q3 2025Q4 2025: 424Q4 2025Q1 2026: 478Q1 2026Q2 2026: 584Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions55$76.1M
Exits54$831.0M

All 13F filers, Q3 2025 → Q4 2025: 882,978 shares bought and 3,634,863 shares sold, net −2,751,885 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 424 holders

BlackRock, Inc. 0.01% Add +2.1% 1,404,205 $447.6M
Vanguard Group Inc. 0.00% Add +0.9% 706,642 $225.3M
First Trust Advisors LP 0.12% Reduce -14.5% 526,052 $167.7M
Dimensional Fund Advisors LP 0.02% Reduce -1.5% 362,752 $115.6M
State Street Corp. 0.00% Reduce -0.1% 352,485 $112.4M
Voss Capital, LP 5.94% Add +18.6% 350,000 $111.6M
Fisher Asset Management 0.03% Add +5.6% 317,273 $101.1M
GW&K Investment Management, LLC 0.70% Add +13.4% 254,520 $81.1M
Geode Capital Management, LLC 0.00% Add +0.2% 239,094 $76.2M
Invesco Ltd. 0.01% Reduce -38.2% 214,981 $68.5M
Morgan Stanley 0.00% Reduce -35.0% 192,719 $61.4M
Federated Hermes, Inc. 0.10% Add +3.4% 185,113 $59.0M
Janus Henderson Group PLC 0.02% Add +24.1% 145,034 $46.2M
Jacobs Levy Equity Management, Inc. 0.16% Add +19.1% 131,492 $41.9M
Goldman Sachs Group Inc. 0.01% Add +34.1% 115,696 $36.9M
Northern Trust Corp. 0.00% Reduce -6.5% 115,534 $36.8M
Rockefeller Capital Management L.P. 0.07% Reduce -8.5% 113,939 $36.3M
Raymond James Financial Inc. 0.01% Reduce -11.2% 111,994 $36.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +2.9% 104,588 $33.3M
UBS Group AG 0.01% Reduce -38.0% 98,054 $31.3M
Envestnet Asset Management Inc. 0.01% Add +0.4% 96,698 $30.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.1% 96,462 $30.8M
Lord, Abbett & Co. LLC 0.09% Add +80.1% 92,524 $29.5M
Summit Partners Public Asset Management, LLC 0.76% Reduce -40.5% 84,963 $27.1M
Portolan Capital Management, LLC 1.35% Reduce -46.6% 79,116 $25.2M
Stephens Investment Management Group LLC 0.32% Reduce -14.3% 76,819 $24.5M
Aperture Investors, LLC 3.41% Reduce -0.9% 76,693 $24.4M
Tema ETFs LLC 1.89% Add +43.6% 76,338 $24.3M
NEOS Investment Management LLC 0.14% Add +43.6% 76,338 $24.3M
Bank of New York Mellon Corp 0.00% Reduce -1.6% 75,389 $24.0M
Broad Bay Capital Management, LP 2.55% No change 69,990 $22.3M
RPG Investment Advisory, LLC 2.46% Reduce -13.8% 67,973 $21.7M
Capital World Investors 0.00% New 64,947 $20.7M
Royce & Associates LP 0.20% Reduce -3.2% 61,826 $19.7M
Vision One Management Partners, LP 10.99% Add +160.5% 61,448 $19.6M
Baird Financial Group, Inc. 0.03% Reduce -1.4% 61,377 $19.6M
Allspring Global Investments Holdings, LLC 0.03% Reduce -2.5% 55,202 $19.5M
American Century Companies Inc. 0.01% Add +236.5% 54,005 $17.2M
Hodges Capital Management Inc. 1.42% Reduce -8.3% 51,783 $16.5M
Loomis Sayles & Co. L P 0.02% Reduce -3.6% 50,411 $16.1M
Oberweis Asset Management Inc./ 0.57% Add +2.5% 48,700 $15.5M
Principal Financial Group Inc. 0.01% Reduce -1.1% 45,026 $14.4M
Venture Visionary Partners LLC 0.45% Add +8.2% 43,599 $13.9M
Squarepoint Ops LLC 0.03% New 42,040 $13.4M
Carnegie Investment Counsel 0.24% Add +0.3% 40,882 $13.0M
Public Sector Pension Investment Board 0.04% Add +6.6% 39,149 $12.5M
Cerity Partners LLC 0.02% Reduce -7.9% 37,294 $11.9M
Danske Bank A/S 0.03% Reduce -4.8% 35,591 $11.3M
Private Advisory Group LLC 0.88% Add +8.7% 35,095 $11.2M
Granite Investment Partners, LLC 0.65% Reduce -19.5% 34,529 $11.0M
T. Rowe Price Associates Inc. 0.00% Add +1.1% 34,501 $11.0M
Royal Bank of Canada 0.00% Reduce -65.1% 33,255 $10.6M
Wells Fargo & Company 0.00% Add +12.3% 33,065 $10.5M
TCW Group Inc. 0.08% New 32,978 $10.5M
AQR Capital Management 0.01% Add +13.0% 32,521 $10.4M
Qube Research & Technologies Ltd 0.01% Add +30.3% 31,560 $10.1M
JPMorgan Chase & Co. 0.00% Add +2.3% 30,050 $9.6M
LPL Financial LLC 0.00% Add +2.8% 29,982 $9.6M
Stratos Wealth Partners, LTD. 0.11% Reduce -1.1% 29,719 $9.5M
Deutsche Bank AG 0.00% Add +1.1% 28,577 $9.1M
Driehaus Capital Management LLC 0.06% Reduce -68.5% 26,912 $8.6M
Advisors Management Group Inc. 1.52% Reduce -8.3% 26,131 $8.3M
Legal & General Group Plc 0.00% Reduce -2.5% 25,554 $8.1M
Rhumbline Advisers 0.01% Reduce -5.2% 24,969 $8.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.2% 23,478 $7.5M
Cibc World Market Inc. 0.01% Reduce -4.4% 22,929 $7.3M
Bank of America Corp. 0.00% Reduce -9.4% 21,390 $6.8M
Two Sigma Investments, LP 0.01% Add +2.5% 20,810 $6.6M
Polen Capital Management LLC 0.03% Reduce -12.9% 20,341 $6.5M
Man Group plc 0.01% New 19,969 $6.4M
Commonwealth Equity Services, LLC 0.01% Add +4.2% 19,627 $6.3M
Nuveen, LLC 0.00% Reduce -1.8% 19,339 $6.2M
Swiss National Bank 0.00% Add +1.9% 19,060 $6.1M
State of Wisconsin Investment Board 0.01% Add +7.0% 18,673 $6.0M
Nicholas Investment Partners, LP 0.49% Add +6.0% 18,506 $5.9M
Ameriprise Financial Inc. 0.00% Reduce -8.1% 17,972 $5.7M
Alliancebernstein L.P. 0.00% Reduce -4.8% 17,206 $5.5M
Barclays PLC 0.00% Add +9.7% 16,894 $5.4M
Russell Investments Group, Ltd. 0.01% Add +160.8% 16,598 $5.3M
Assetmark, Inc. 0.01% Add +15.9% 14,858 $4.7M
Chatham Capital Group, Inc. 0.66% Add +1.2% 14,544 $4.6M
Pier Capital, LLC 0.73% Reduce -6.3% 14,435 $4.6M
Vest Financial, LLC 0.06% Add +11.4% 14,402 $4.6M
D. E. Shaw & Co. 0.00% Reduce -2.1% 13,887 $4.4M
GKV Capital Management Co., Inc. 1.66% Reduce -3.4% 13,880 $4.4M
Quantum Private Wealth, LLC 1.25% Add +8.3% 13,424 $4.3M
Advisory Services Network, LLC 0.06% Add +37.9% 12,585 $4.0M
Trexquant Investment LP 0.04% New 12,526 $4.0M
Congress Asset Management Co. 0.03% Add +3.0% 12,106 $3.9M
Mutual of America Capital Management LLC 0.04% Add +1012.7% 11,739 $3.7M
New York State Common Retirement Fund 0.01% Reduce -7.4% 11,700 $3.7M
Mariner, LLC 0.00% Add +2.0% 11,522 $3.7M
Great Valley Advisor Group, Inc. 0.07% Add +0.7% 11,093 $3.5M
Kayne Anderson Capital Advisors LP 0.08% New 11,059 $3.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -0.1% 10,728 $3.4M
Kennedy Capital Management LLC 0.07% Reduce -47.7% 10,707 $3.4M
Renaissance Technologies 0.01% Reduce -43.8% 10,534 $3.4M
Susquehanna International Group, LLP 0.00% Add +156.3% 10,315 $3.3M
CastleKnight Management LP 0.19% No change 10,200 $3.3M
ABS Direct Equity Fund LLC 3.79% Add +33.3% 10,000 $3.2M
HERALD INVESTMENT MANAGEMENT Ltd 0.42% New 10,000 $3.2M
California State Teachers Retirement System 0.00% Add +3.3% 9,151 $2.9M
NewEdge Advisors, LLC 0.01% Add +52.6% 9,120 $2.9M
Prudential Financial Inc. 0.00% Reduce -6.6% 8,820 $2.8M
Nordea Investment Management AB 0.00% Reduce -16.6% 8,449 $2.8M
Algert Global LLC 0.04% No change 8,384 $2.7M
Liberty Capital Management, Inc. 0.48% Add +4.0% 8,094 $2.6M
CANADA LIFE ASSURANCE Co 0.00% Reduce -13.8% 7,967 $2.5M
Merit Financial Group, LLC 0.02% Add +1.0% 7,893 $2.5M
Rodgers Brothers Inc. 0.30% Reduce -4.0% 7,775 $2.5M
Sei Investments Co. 0.00% Add +82.3% 7,677 $2.4M
Thrivent Financial for Lutherans 0.00% Reduce -5.0% 7,574 $2.4M
Comerica Bank 0.01% Reduce -9.6% 7,560 $2.4M
Oppenheimer & Co. Inc. 0.03% Reduce -9.8% 7,482 $2.4M
Franklin Resources Inc. 0.00% Reduce -20.3% 7,306 $2.3M
Eaton Financial Holdings Company, LLC 0.62% Add +3.0% 7,270 $2.3M
New York State Teachers Retirement System 0.00% Reduce -0.2% 6,831 $2.2M
Private Trust Co. NA 0.19% Reduce -15.8% 6,710 $2.1M
State of New Jersey Common Pension Fund D 0.01% New 6,705 $2.1M
Los Angeles Capital Management LLC 0.01% Reduce -6.4% 5,656 $2.1M
Intech Investment Management LLC 0.02% Add +19.1% 6,672 $2.1M
Wesbanco Bank Inc. 0.06% No change 6,600 $2.1M
Illumine Investment Management, LLC 1.53% Reduce -6.1% 6,596 $2.1M
Dana Investment Advisors, Inc. 0.06% Reduce -20.8% 6,399 $2.0M
Cetera Investment Advisers 0.00% Reduce -18.3% 6,365 $2.0M
Orion Porfolio Solutions, LLC 0.01% Reduce -47.9% 6,200 $2.0M
Zacks Investment Management 0.02% Add +1.3% 6,132 $2.0M
Hudson Bay Capital Management LP 0.01% Reduce -40.2% 6,081 $1.9M
Strong Tower Advisory Services 0.34% Add +2.9% 5,936 $1.9M
Oppenheimer Asset Management Inc. 0.02% Reduce -7.1% 5,838 $1.9M
OMERS ADMINISTRATION Corp 0.01% Reduce -20.5% 5,595 $1.8M
Truist Financial Corp. 0.00% Reduce -63.4% 5,511 $1.8M
MML Investors Services, LLC 0.00% Add +24.3% 5,465 $1.7M
Citigroup Inc. 0.00% Reduce -3.5% 5,427 $1.7M
Invst, LLC 0.19% Reduce -1.5% 5,406 $1.7M
MetLife Investment Management, LLC 0.01% Reduce -4.4% 5,363 $1.7M
Cypress Asset Management Inc. 0.37% Add +0.1% 5,220 $1.7M
Truvestments Capital LLC 0.30% Add +5.5% 5,118 $1.6M
Beacon Pointe Advisors, LLC 0.01% Reduce -15.4% 5,105 $1.6M
Quest Investment Management LLC 0.17% Reduce -2.3% 4,887 $1.6M
FMR LLC 0.00% Add +6.3% 4,828 $1.5M
Galaxy Digital Capital Management GP LLC 1.93% Reduce -17.5% 4,807 $1.5M
State of Alaska, Department of Revenue 0.02% Add +1.2% 4,793 $1.5M
Illinois Municipal Retirement Fund 0.02% Reduce -3.1% 4,584 $1.5M
Ausbil Investment Management Ltd 0.82% Reduce -12.7% 4,505 $1.4M
Convergence Investment Partners, LLC 0.28% New 4,419 $1.4M
Nissay Asset Management Corp. /Japan 0.01% Add +154.4% 4,398 $1.4M
Gotham Asset Management 0.01% Reduce -17.6% 4,398 $1.4M
Blackhawk Capital Partners, LLC 0.52% Add +5.3% 4,341 $1.4M
Louisiana State Employees Retirement System 0.02% No change 4,300 $1.4M
SG Americas Securities, LLC 0.00% Add +77.9% 4,299 $1.4M
Roman Butler Fullerton & Co. 0.36% Add +0.3% 3,193 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -13.2% 4,250 $1.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -9.0% 4,180 $1.3M
Tectonic Advisors LLC 0.07% Reduce -16.0% 4,164 $1.3M
Littlejohn Financial Services, Inc. 0.95% Add +14.9% 4,062 $1.3M
State of Tennessee, Department of Treasury 0.00% Reduce -16.8% 2,918 $1.3M
Concurrent Investment Advisors, LLC 0.01% Add +160.3% 4,053 $1.3M
Rock Creek Group LLC 0.14% Add +1900.0% 150,000 $1.2M
Credit Agricole S A 0.00% New 3,828 $1.2M
Sigma Planning Corp 0.03% Reduce -51.1% 3,821 $1.2M
Voya Investment Management LLC 0.00% Add +120.3% 3,792 $1.2M
Susquehanna Fundamental Investments, LLC 0.04% No change 3,775 $1.2M
PFG Advisors 0.06% Reduce -16.4% 3,757 $1.2M
WINTON GROUP Ltd 0.04% Reduce -11.7% 3,754 $1.2M
Private Advisor Group, LLC 0.01% Add +0.3% 3,631 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -35.6% 3,574 $1.1M
Kassira Wealth Management LLC 1.07% Reduce -2.6% 3,539 $1.1M
Peterson Wealth Services 0.29% Add +221.7% 3,535 $1.1M
Lanark Financial, Inc. 0.08% Add +46.4% 3,495 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -12.5% 2,561 $1.1M
First Dallas Securities Inc. 0.40% Reduce -4.9% 3,401 $1.1M
Demars Financial Group, LLC 0.36% Reduce -4.4% 3,371 $1.1M
James Investment Research, Inc. 0.12% No change 3,320 $1.1M
Citadel Advisors 0.00% Reduce -69.0% 3,315 $1.1M
Horizon Investment Services, LLC 0.38% Reduce -32.5% 3,305 $1.1M
Victory Financial Group, LLC 0.13% No change 3,296 $1.1M
Millennium Management 0.00% Reduce -81.6% 3,228 $1.0M
J.M. Arbour, LLC 1.03% — 3,225 $1.0M
Guggenheim Capital LLC 0.01% Add +348.3% 3,201 $1.0M
Legato Capital Management LLC 0.09% Add +40.7% 3,200 $1.0M
1620 Investment Advisors, Inc. 0.68% Reduce -1.1% 3,185 $1.0M
Navellier & Associates Inc. 0.11% Reduce -15.6% 3,134 $999K
Quantinno Capital Management LP 0.00% Add +22.7% 3,093 $986K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +42.9% 3,000 $956K
Syon Capital LLC 0.05% Reduce -0.2% 2,994 $954K
Aurora Investment Counsel 0.49% Reduce -61.0% 2,952 $941K
Acadian Asset Management LLC 0.00% New 2,915 $927K
Rithm Capital Corp. 2.15% No change 2,900 $924K
Creative Planning 0.00% Add +16.5% 2,870 $915K
Pathstone Holdings, LLC 0.00% Reduce -0.5% 2,869 $915K
Eddie Patel Inc 0.67% — 2,822 $900K
J2 Capital Management Inc 0.66% Reduce -26.3% 2,820 $899K
Benjamin Edwards Inc. 0.01% Reduce -8.9% 2,759 $879K
Amalgamated Bank 0.01% Add +0.6% 2,739 $873K
Mizuho Markets Cayman LP 0.04% Reduce -9.7% 2,733 $871K
Focus Partners Wealth 0.00% New 2,693 $859K
Arizona State Retirement System 0.00% Reduce -6.2% 2,671 $851K
Independent Financial Group, LLC 0.02% Add +47.4% 2,664 $849K
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -1.2% 2,640 $842K
Triasima Portfolio Management inc. 0.13% Add +16.1% 2,625 $837K
Victory Capital Management Inc. 0.00% Reduce -75.0% 2,621 $836K
State Board of Administration of Florida Retirement System 0.00% Add +3.6% 2,571 $820K
Neuberger Berman Group LLC 0.00% Add +7.1% 2,564 $817K
Huntleigh Advisors, Inc. 0.14% Add +5.4% 2,540 $810K
Caption Management, LLC 0.04% New 2,500 $797K
Nisa Investment Advisors, LLC 0.00% Reduce -0.3% 2,456 $783K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -3.1% 2,347 $748K
Vident Advisory, LLC 0.01% Reduce -3.7% 2,339 $746K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -2.8% 2,331 $743K
Steadtrust LLC 0.45% Reduce -6.2% 2,285 $728K
XTX Topco Ltd 0.02% New 2,276 $726K
Assenagon Asset Management S.A. 0.00% New 2,275 $725K
Kestra Private Wealth Services, LLC 0.01% Add +11.3% 2,254 $719K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +24.9% 2,234 $712K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -24.1% 1,939 $698K
BNP Paribas Financial Markets 0.00% Reduce -10.2% 2,188 $697K
Sterling Capital Management LLC 0.01% Reduce -40.8% 2,166 $690K
Oregon Public Employees Retirement Fund 0.01% No change 2,154 $687K
Leavell Investment Management, Inc. 0.03% Reduce -0.8% 2,134 $680K
Amundi 0.00% Add +22.2% 2,104 $671K
Verition Fund Management LLC 0.00% Add +50.0% 2,100 $669K
KLP Kapitalforvaltning As 0.00% No change 2,100 $669K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +59.1% 2,070 $660K
Virtus Advisers, LLC 0.32% Add +135.7% 2,067 $659K
Susquehanna Portfolio Strategies, LLC 0.01% No change 2,023 $645K
Stifel Financial Corp. 0.00% Add +16.7% 2,008 $640K
Bay Rivers Group 0.26% No change 2,002 $638K
STRS Ohio 0.00% New 2,000 $638K
HighPoint Advisor Group LLC 0.01% Reduce -0.4% 1,962 $625K
U.S. Capital Wealth Advisors, LLC 0.02% Add +85.2% 1,956 $624K
Afg Fiduciary Services Limited Partnership 0.37% Reduce -16.4% 1,745 $615K
Cornerstone Investment Partners, LLC 0.02% Add +1.6% 1,911 $609K
Park Avenue Securities LLC 0.01% Add +9.4% 1,905 $607K
Hancock Whitney Corp. 0.01% Reduce -24.0% 1,875 $598K
ProShare Advisors LLC 0.00% Add +3.4% 1,858 $592K
Banque Cantonale Vaudoise 0.02% No change 1,774 $566K
Walleye Capital LLC 0.00% Reduce -14.6% 1,749 $558K
Sanctuary Advisors, LLC 0.00% Reduce -5.1% 1,699 $542K
Independent Advisor Alliance 0.01% Add +12.1% 1,673 $533K
Choreo, LLC 0.01% Add +11.3% 1,590 $521K
Lombard Odier Asset Management (USA) Corp 0.28% Reduce -70.4% 1,614 $515K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +1509.0% 1,609 $513K
Alps Advisors Inc. 0.00% Add +1.1% 1,599 $510K
Bank of Montreal 0.00% Reduce -6.7% 1,598 $509K
O'shaughnessy Asset Management, LLC 0.00% Add +34.4% 1,582 $504K
Aviva PLC 0.00% Reduce -7.2% 1,580 $504K
Pictet Asset Management Holding SA 0.00% No change 1,555 $496K
Fiduciary Trust Co 0.01% Add +42.6% 1,530 $488K
Havemeyer Place LP 0.10% — 1,520 $485K
Pacer Advisors, Inc. 0.00% New 1,467 $468K
Fayez Sarofim & Co 0.00% No change 1,450 $462K
Regions Financial Corp. 0.00% Add +4.1% 1,431 $456K
Vontobel Holding Ltd. 0.00% Add +18.1% 1,417 $452K
Banque Pictet & Cie SA 0.00% Reduce -19.0% 1,382 $441K
Maryland State Retirement & Pension System 0.01% Add +2.0% 1,380 $440K
CX Institutional 0.01% Add +0.1% 1,334 $425K
Thoroughbred Financial Services, LLC 0.02% No change 1,309 $417K
Jane Street Group, LLC 0.00% Reduce -96.0% 1,254 $400K
Intrust Bank NA 0.03% Add +27.7% 1,253 $399K
Brevan Howard Capital Management LP 0.01% Add +8.9% 1,230 $392K
Cwm, LLC 0.00% Add +2.0% 1,219 $389K
Advisors Asset Management, Inc. 0.01% Reduce -1.5% 1,200 $383K
New Vernon Capital Holdings II LLC 0.18% No change 1,191 $380K
Jones Financial Companies LLLP 0.00% Add +9.4% 1,185 $378K
Captrust Financial Advisors 0.00% Reduce -2.4% 1,167 $372K
Journey Strategic Wealth LLC 0.01% Add +0.2% 1,153 $368K
Fieldview Capital Management, LLC 0.06% Add +39.5% 1,133 $361K
GK Wealth Management LLC 0.26% Reduce -3.2% 1,124 $359K
Entropy Technologies, LP 0.02% New 1,120 $357K
Ashton Thomas Private Wealth, LLC 0.01% Add +3.1% 1,081 $345K
Evergreen Capital Management LLC 0.01% Add +0.2% 1,072 $342K
Public Employees Retirement Association of Colorado 0.00% No change 1,036 $330K
Mgo One Seven LLC 0.01% Reduce -20.5% 1,009 $322K
Whalen Wealth Management Inc. 0.17% New 1,008 $321K
Triumph Capital Management 0.07% Reduce -35.1% 984 $314K
PNC Financial Services Group, Inc. 0.00% Reduce -2.0% 975 $311K
FORA Capital, LLC 0.04% New 960 $306K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% No change 950 $303K
Second Half Financial Partners, LLC 0.13% No change 949 $303K
Morgan Dempsey Capital Management LLC 0.15% No change 942 $300K
Cim, LLC 0.04% Reduce -21.5% 938 $299K
Expressive Wealth LLC 0.32% — 917 $292K
Headlands Technologies LLC 0.02% New 893 $285K
Vanguard Personalized Indexing Management, LLC 0.00% Add +3.3% 873 $278K
SkyOak Wealth, LLC 0.05% New 868 $277K
JT Stratford LLC 0.04% Reduce -11.5% 860 $274K
Farther Finance Advisors, LLC 0.00% Add +6.4% 851 $271K
Magnetar Financial LLC 0.00% New 843 $269K
Castleark Management LLC 0.01% New 830 $265K
GAMMA Investing LLC 0.01% Add +2.0% 826 $263K
Balyasny Asset Management L.P. 0.00% Reduce -94.0% 824 $263K
Harbour Investments, Inc. 0.01% Add +7.8% 818 $261K
Fulcrum Wealth Advisors, LLC 0.21% — 810 $258K
CIBC Private Wealth Group LLC 0.00% Reduce -1.7% 800 $255K
Ameritas Investment Partners, Inc. 0.01% No change 798 $254K
OneDigital Investment Advisors LLC 0.00% Reduce -11.9% 798 $254K
Garner Asset Management Corp 0.10% Add +4.2% 793 $253K
Norris Financial Group, LLC 0.08% Reduce -33.8% 780 $249K
Tidal Investments LLC 0.00% Reduce -16.0% 762 $243K
Xponance LLC 0.00% Add +0.4% 751 $239K
Avidian Wealth Enterprises, LLC 0.01% Add +0.5% 747 $238K
&partners 0.00% New 727 $232K
Corient Private Wealth LP 0.00% New 722 $230K
HighTower Advisors, LLC 0.00% Reduce -8.5% 710 $226K
Covestor Ltd 0.12% Add +2320.7% 702 $224K
Sequoia Financial Advisors, LLC 0.00% Add +3.8% 686 $219K
HRT Financial LP 0.00% Reduce -68.5% 684 $218K
Spire Wealth Management 0.01% Reduce -11.1% 678 $216K
Numerai GP LLC 0.03% New 677 $216K
Bailard, Inc. 0.00% Reduce -37.7% 661 $211K
Wealthfront Advisers LLC 0.00% New 661 $211K
Carlson Financial, Inc. 0.12% — 661 $211K
Vise Technologies, Inc. 0.00% New 654 $208K
Sava Infond d.o.o. 0.03% Add +30.0% 650 $207K
Savant Capital, LLC 0.00% New 647 $206K
Allied Investment Advisors, LLC 0.03% New 642 $205K
Coldstream Capital Management Inc. 0.00% Reduce -13.3% 640 $204K
Lotus Technology Management, LP 0.11% — 633 $202K
Stephens Inc. 0.00% Reduce -11.1% 632 $201K
Cibc World Markets Corp. 0.00% — 632 $201K
Crossmark Global Holdings, Inc. 0.00% New 631 $201K
Savvy Advisors, Inc. 0.01% Reduce -6.5% 628 $200K
SBI Okasan Asset Management Co.Ltd. 0.01% — 500 $168K
Kestra Advisory Services, LLC 0.00% New 507 $162K
Tower Research Capital LLC (TRC) 0.00% Add +14.9% 454 $145K
Vestcor Inc 0.00% New 370 $118K
MAI Capital Management 0.00% Add +52.9% 364 $116K
Natixis 0.00% New 354 $113K
AlphaQuest LLC 0.01% Reduce -14.0% 344 $110K
US Bancorp \de 0.00% No change 321 $102K
UMB Bank, n.a. 0.00% Reduce -0.6% 314 $100K
Palladiem, LLC 0.09% — 275 $90K
KBC Group NV 0.00% No change 262 $84K
Global Retirement Partners, LLC 0.00% Add +32.5% 253 $81K
Rossby Financial, LCC 0.03% Reduce -58.3% 250 $80K
International Assets Investment Management, LLC 0.00% New 220 $70K
Smartleaf Asset Management LLC 0.00% Add +24.5% 198 $65K
Pinnacle Wealth Planning Services, Inc. 0.01% New 198 $63K
Quadrant Capital Group LLC 0.00% Reduce -3.4% 197 $63K
Signature Equity Partners, LLC 0.03% — 187 $60K
Canada Pension Plan Investment Board 0.00% New 180 $57K
Versant Capital Management, Inc 0.01% No change 170 $54K
SBI Securities Co., Ltd. 0.00% Reduce -56.5% 170 $54K
Hantz Financial Services, Inc. 0.00% Add +122.6% 138 $44K
Hughes Financial Services, LLC 0.01% No change 138 $44K
State of Wyoming 0.00% Reduce -25.8% 138 $44K
Transamerica Financial Advisors, LLC 0.00% Add +362.1% 134 $43K
Huntington National Bank 0.00% Add +74.0% 134 $43K
Larson Financial Group LLC 0.00% Add +12800.0% 129 $41K
First Horizon Corp. 0.00% New 124 $40K
Steward Partners Investment Advisory, LLC 0.00% Add +126.0% 113 $36K
EverSource Wealth Advisors, LLC 0.00% Add +13.2% 103 $33K
Avanza Fonder AB 0.00% New 93 $30K
Greenline Wealth Management LLC 0.03% — 92 $29K
Tidemark, LLC 0.01% No change 92 $29K
Salomon & Ludwin, LLC 0.00% Add +1.4% 75 $27K
Evolution Wealth Management Inc. 0.02% Reduce -5.6% 85 $27K
Cullen/Frost Bankers, Inc. 0.00% Add +12.5% 81 $26K
Clearstead Advisors, LLC 0.00% Reduce -22.3% 80 $26K
Whittier Trust Co. 0.00% No change 70 $25K
Bessemer Group Inc. 0.00% Add +20.0% 72 $23K
Anchor Investment Management, LLC 0.00% No change 70 $22K
Fifth Third Bancorp 0.00% Add +1.5% 69 $22K
Bellevue Asset Management, LLC 0.01% No change 58 $18K
National Bank of Canada 0.00% Reduce -5.4% 53 $17K
Rothschild Investment LLC 0.00% Add +4.0% 52 $17K
Wellington-Altus USA Inc. 0.01% — 50 $16K
Commonwealth Retirement Investments LLC 0.01% New 50 $16K
Parallel Advisors, LLC 0.00% Add +9.5% 46 $15K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 40 $14K
Signaturefd, LLC 0.00% Add +11.8% 38 $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% No change 35 $11K
MassMutual Private Wealth & Trust, FSB 0.00% No change 34 $11K
Toronto Dominion Bank 0.00% New 31 $10K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -22.5% 31 $10K
Harbor Capital Advisors, Inc. 0.00% Reduce -99.4% 29 $9K
Root Financial Partners, LLC 0.00% Add +42.1% 27 $9K
Allworth Financial LP 0.00% Add +4.0% 26 $8K
Solstein Capital, LLC 0.00% New 25 $8K
Kemnay Advisory Services Inc. 0.00% New 25 $8K
Private Wealth Management Group, LLC 0.00% Reduce -17.2% 24 $8K
Fortitude Family Office, LLC 0.00% No change 23 $7K
Vermillion & White Wealth Management Group, LLC 0.00% No change 23 $7K
Sound Income Strategies, LLC 0.00% New 16 $7K
Frazier Financial Advisors, LLC 0.00% New 17 $5K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -73.0% 17 $5K
CENTRAL TRUST Co 0.00% New 15 $5K
Essential Partners LLC 0.00% Add +16.7% 14 $4K
Blue Trust, Inc. 0.00% No change 14 $4K
Legacy Wealth Managment, LLC 0.00% New 13 $4K
Colonial Trust Co / SC 0.00% Reduce -21.4% 11 $4K
Brown Brothers Harriman & Co. 0.00% No change 9 $3K
Parkside Financial Bank & Trust 0.00% Add +133.3% 7 $2K
McGuire Capital Advisors Inc. 0.00% — 7 $2K
Bare Financial Services, Inc 0.00% Add +250.0% 7 $2K
Picton Mahoney Asset Management 0.00% No change 7 $2K
Wolff Wiese Magana LLC 0.00% No change 6 $2K
Keating Financial Advisory Services, Inc. 0.00% — 6 $2K
Farmers & Merchants Investments Inc. 0.00% No change 6 $2K
Toth Financial Advisory Corp. 0.00% New 5 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 4 $1K
JFS Wealth Advisors, LLC 0.00% Add +100.0% 4 $1K
Flagship Harbor Advisors, LLC 0.00% Reduce -99.5% 4 $1K
Chilton Capital Management LLC 0.00% New 3 $957
Cedar Mountain Advisors, LLC 0.00% No change 3 $956
Ankerstar Wealth, LLC 0.00% — 2 $638
True Wealth Design, LLC 0.00% No change 2 $638
IFP Advisors, Inc 0.00% No change 2 $638
PEAK6 LLC 0.00% New 2 $637
Gilpin Wealth Management, LLC 0.00% — 1 $319
Atlantic Private Wealth, LLC 0.00% New 1 $319
Rachor Investment Advisory Services, LLC 0.00% — 1 $319
Abound Wealth Management 0.00% No change 1 $319
Rialto Wealth Management, LLC 0.00% No change 1 $319
TD Capital Management LLC 0.00% New 1 $319
Arax Advisory Partners 0.00% New 1 $319
Sunbelt Securities, Inc. 0.00% No change 1 $319
TFC Financial Management, Inc. 0.00% No change 1 $319
SJS Investment Consulting Inc. 0.00% No change 1 $319
Bay Harbor Wealth Management, LLC 0.00% New 1 $318
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.