Powell IndustriesPOWL

13F holders, Q1 2026 (March 31)
478holders +54
91new positions
40sold out
8famous investors
$535.64avg. 13F price*

At the end of Q1 2026, 478 institutions reported holding Powell Industries Inc. (POWL) in their 13F filings, up 54 from Q4 2025. 91 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($760.8M), First Trust Advisors LP ($279.5M) and Vanguard Capital Management LLC ($229.7M). 8 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions91$118.6M
Exits40$126.6M

All 13F filers, Q4 2025 → Q1 2026: 1,189,162 shares bought and 1,471,045 shares sold, net −281,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 478 holders

BlackRock, Inc. 0.01% Add +0.1% 1,406,073 $760.8M
First Trust Advisors LP 0.20% Reduce -1.8% 516,551 $279.5M
Vanguard Capital Management LLC 0.01% — 424,609 $229.7M
Vanguard Portfolio Management LLC 0.01% — 383,599 $207.6M
State Street Corp. 0.01% Add +2.8% 362,437 $196.1M
Dimensional Fund Advisors LP 0.04% Reduce -10.8% 323,595 $175.1M
Morgan Stanley 0.01% Add +41.1% 271,996 $147.2M
Fisher Asset Management 0.05% Reduce -19.0% 256,915 $139.0M
Geode Capital Management, LLC 0.01% Add +1.6% 242,857 $131.4M
Invesco Ltd. 0.01% Add +12.5% 241,808 $130.8M
Janus Henderson Group PLC 0.06% Add +55.1% 224,966 $121.6M
GW&K Investment Management, LLC 0.96% Reduce -21.2% 200,535 $108.5M
Federated Hermes, Inc. 0.14% Reduce -15.3% 156,752 $84.8M
Jane Street Group, LLC 0.09% Add +12212.7% 154,401 $83.5M
UBS Group AG 0.01% Add +49.0% 146,142 $79.1M
Voss Capital, LP 4.21% Reduce -61.1% 136,000 $73.6M
Goldman Sachs Group Inc. 0.01% Add +9.3% 126,455 $68.4M
Jacobs Levy Equity Management, Inc. 0.28% Reduce -5.7% 123,940 $67.1M
Northern Trust Corp. 0.01% Reduce -2.7% 112,416 $60.8M
Rockefeller Capital Management L.P. 0.10% Reduce -12.3% 99,917 $54.1M
Capital World Investors 0.01% Add +47.6% 95,847 $51.9M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.8% 93,752 $50.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Reduce -10.5% 93,640 $50.7M
Bank of America Corp. 0.00% Add +324.5% 90,797 $49.1M
Envestnet Asset Management Inc. 0.01% Reduce -8.8% 88,227 $47.7M
Tidal Investments LLC 0.15% Add +11401.7% 87,643 $47.4M
Tema ETFs LLC 3.08% Add +10.9% 84,682 $45.8M
Portolan Capital Management, LLC 2.18% Reduce -4.2% 75,830 $41.0M
T. Rowe Price Associates Inc. 0.00% Add +118.3% 75,331 $40.8M
Raymond James Financial Inc. 0.01% Reduce -32.3% 75,830 $39.9M
Bank of New York Mellon Corp 0.01% Reduce -2.8% 73,259 $39.6M
Vanguard Fiduciary Trust Co. 0.01% — 66,206 $35.8M
TCW Group Inc. 0.27% Add +98.2% 65,364 $35.4M
Principal Financial Group Inc. 0.02% Add +44.5% 65,051 $35.2M
Vision One Management Partners, LP 15.15% Add +5.8% 64,983 $35.2M
Baird Financial Group, Inc. 0.05% Add +4.7% 64,250 $34.8M
Stephens Investment Management Group LLC 0.44% Reduce -22.2% 59,777 $32.3M
Allspring Global Investments Holdings, LLC 0.05% Reduce -5.3% 52,294 $29.0M
Driehaus Capital Management LLC 0.20% Add +87.1% 50,358 $27.2M
BNP Paribas Financial Markets 0.02% Add +1828.2% 42,190 $22.8M
Public Sector Pension Investment Board 0.07% Add +5.4% 41,257 $22.3M
Royce & Associates LP 0.22% Reduce -33.3% 41,220 $22.3M
Hodges Capital Management Inc. 1.83% Reduce -21.2% 40,793 $22.1M
Encompass Capital Advisors LLC 0.88% New 40,000 $21.6M
Aperture Investors, LLC 2.70% Reduce -48.5% 39,466 $21.4M
Carnegie Investment Counsel 0.38% Reduce -11.0% 36,376 $19.7M
Loomis Sayles & Co. L P 0.03% Reduce -28.9% 35,851 $19.4M
Renaissance Technologies 0.03% Add +229.3% 34,694 $18.8M
Oberweis Asset Management Inc./ 0.55% Reduce -29.9% 34,157 $18.5M
WINTON GROUP Ltd 0.58% Add +708.6% 30,355 $16.4M
AQR Capital Management 0.01% Reduce -8.8% 29,650 $16.0M
Deutsche Bank AG 0.01% Add +3.4% 29,551 $16.0M
American Century Companies Inc. 0.01% Reduce -45.3% 29,544 $16.0M
Stratos Wealth Partners, LTD. 0.18% Reduce -1.6% 29,232 $15.8M
LPL Financial LLC 0.00% Reduce -3.0% 29,081 $15.7M
Danske Bank A/S 0.04% Reduce -21.5% 27,947 $15.1M
JPMorgan Chase & Co. 0.00% Add +0.1% 30,077 $15.1M
Venture Visionary Partners LLC 0.50% Reduce -36.0% 27,904 $15.1M
Royal Bank of Canada 0.00% Reduce -22.7% 25,718 $13.9M
Jennison Associates LLC 0.01% New 25,594 $13.8M
Rhumbline Advisers 0.01% Add +0.8% 25,158 $13.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +5.7% 24,822 $13.4M
Cerity Partners LLC 0.02% Reduce -34.7% 24,337 $13.2M
Legal & General Group Plc 0.00% Reduce -9.7% 23,078 $12.5M
Wells Fargo & Company 0.00% Reduce -31.0% 22,824 $12.3M
Nuveen, LLC 0.00% Add +15.1% 22,263 $12.0M
Granite Investment Partners, LLC 0.73% Reduce -36.5% 21,909 $11.9M
Commonwealth Equity Services, LLC 0.02% Add +5.5% 20,706 $11.2M
Two Sigma Investments, LP 0.01% Reduce -0.9% 20,627 $11.2M
Walleye Trading LLC 0.23% New 20,480 $11.1M
RPG Investment Advisory, LLC 1.26% Reduce -14.7% 57,989 $10.5M
Swiss National Bank 0.01% Add +0.8% 19,220 $10.4M
Nicholas Investment Partners, LP 0.82% Add +0.1% 18,520 $10.0M
Advisors Management Group Inc. 1.81% Reduce -29.7% 18,381 $9.9M
Russell Investments Group, Ltd. 0.01% Add +7.5% 17,836 $9.7M
Polen Capital Management LLC 0.07% Reduce -14.0% 17,485 $9.5M
Ameriprise Financial Inc. 0.00% Reduce -2.9% 17,455 $9.4M
Assetmark, Inc. 0.02% Add +11.2% 16,524 $8.9M
Private Advisory Group LLC 0.62% Reduce -53.0% 16,477 $8.9M
Sei Investments Co. 0.01% Add +111.0% 16,199 $8.8M
Vest Financial, LLC 0.10% Add +9.8% 15,812 $8.6M
Barclays PLC 0.00% Reduce -8.2% 15,505 $8.4M
Man Group plc 0.02% Reduce -22.8% 15,420 $8.3M
Munro Partners 0.27% New 14,680 $7.9M
State of Wisconsin Investment Board 0.02% Reduce -23.8% 14,235 $7.7M
Congress Asset Management Co. 0.05% Add +15.7% 14,009 $7.6M
Quantum Private Wealth, LLC 2.24% Reduce -0.1% 13,414 $7.3M
Pier Capital, LLC 1.19% Reduce -7.5% 13,358 $7.2M
D. E. Shaw & Co. 0.01% Reduce -4.6% 13,247 $7.2M
Mutual of America Capital Management LLC 0.08% Add +12.0% 13,152 $7.1M
GKV Capital Management Co., Inc. 2.62% Reduce -7.0% 12,911 $7.0M
Advisory Services Network, LLC 0.09% Reduce -0.8% 12,482 $6.8M
Intech Investment Management LLC 0.06% Add +78.6% 11,914 $6.4M
Chatham Capital Group, Inc. 0.93% Reduce -18.8% 11,809 $6.4M
Bessemer Group Inc. 0.01% Add +15570.8% 11,283 $6.1M
California State Teachers Retirement System 0.01% Add +23.2% 11,271 $6.1M
Great Valley Advisor Group, Inc. 0.11% Reduce -0.7% 11,014 $6.0M
NewEdge Advisors, LLC 0.02% Add +20.1% 10,951 $5.9M
Algert Global LLC 0.09% Add +27.1% 10,659 $5.8M
1060 Capital, LLC 6.58% New 10,000 $5.4M
Prudential Financial Inc. 0.01% Add +10.6% 9,753 $5.3M
New York State Common Retirement Fund 0.01% Reduce -17.1% 9,699 $5.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -10.5% 9,599 $5.2M
Intrinsic Edge Capital Management LLC 0.94% New 9,556 $5.2M
Alliancebernstein L.P. 0.00% Reduce -6.3% 16,118 $5.1M
Kennedy Capital Management LLC 0.11% Reduce -14.0% 9,211 $5.0M
Rockline Wealth Management, LLC 1.08% New 9,199 $5.0M
Merit Financial Group, LLC 0.04% Add +12.5% 8,879 $4.8M
Abacus FCF Advisors LLC 1.04% New 8,543 $4.6M
Mariner, LLC 0.01% Reduce -26.0% 8,530 $4.6M
Nordea Investment Management AB 0.00% Reduce -2.5% 8,234 $4.2M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.4% 7,776 $4.2M
Citadel Advisors 0.00% Add +134.2% 7,762 $4.2M
Citigroup Inc. 0.00% Add +42.1% 7,711 $4.2M
Susquehanna International Group, LLP 0.01% Reduce -28.9% 7,331 $4.0M
New York State Teachers Retirement System 0.01% Add +6.8% 7,294 $3.9M
Fifth Third Bancorp 0.01% Add +10459.4% 7,286 $3.9M
Jones Financial Companies LLLP 0.00% Add +501.4% 7,127 $3.8M
Thrivent Financial for Lutherans 0.01% Reduce -6.7% 7,069 $3.8M
Rodgers Brothers Inc. 0.44% Reduce -9.4% 7,040 $3.8M
Zacks Investment Management 0.03% Add +14.7% 7,036 $3.8M
Eaton Financial Holdings Company, LLC 1.24% Reduce -3.7% 6,998 $3.8M
Vident Advisory, LLC 0.03% Add +196.4% 6,934 $3.8M
Millennium Management 0.00% Add +112.2% 6,849 $3.7M
Tudor Investment Corporation 0.02% New 6,690 $3.6M
Franklin Resources Inc. 0.00% Reduce -9.2% 6,635 $3.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 6,631 $3.6M
Wesbanco Bank Inc. 0.10% No change 6,600 $3.6M
HRT Financial LP 0.01% Add +860.5% 6,570 $3.6M
4D Advisors, LLC 2.23% New 6,500 $3.5M
Oppenheimer & Co. Inc. 0.04% Reduce -13.3% 6,483 $3.5M
Cibc World Market Inc. 0.01% Reduce -20.8% 18,172 $3.3M
Cetera Investment Advisers 0.00% Reduce -6.1% 5,976 $3.2M
OMERS ADMINISTRATION Corp 0.02% Add +4.3% 5,835 $3.2M
Jump Financial, LLC 0.05% New 5,779 $3.1M
FORA Capital, LLC 0.22% Add +488.4% 5,649 $3.1M
SG Americas Securities, LLC 0.00% Add +30.0% 5,590 $3.0M
Trexquant Investment LP 0.02% Reduce -55.8% 5,534 $3.0M
Nissay Asset Management Corp. /Japan 0.02% Add +23.8% 5,446 $2.9M
Lisanti Capital Growth, LLC 0.74% New 5,400 $2.9M
Private Trust Co. NA 0.26% Reduce -20.6% 5,329 $2.9M
MetLife Investment Management, LLC 0.01% Reduce -2.7% 5,219 $2.8M
Beacon Pointe Advisors, LLC 0.01% Add +1.8% 5,197 $2.8M
Strong Tower Advisory Services 0.53% Reduce -13.1% 5,158 $2.8M
Legato Capital Management LLC 0.25% Add +60.2% 5,126 $2.8M
Cypress Asset Management Inc. 0.64% Reduce -2.1% 5,110 $2.8M
Truvestments Capital LLC 0.49% Reduce -1.6% 5,035 $2.7M
HERALD INVESTMENT MANAGEMENT Ltd 0.38% Reduce -50.0% 5,000 $2.7M
Illinois Municipal Retirement Fund 0.03% Add +6.3% 4,875 $2.6M
FMR LLC 0.00% Reduce -1.3% 4,767 $2.6M
State of Alaska, Department of Revenue 0.03% Reduce -2.4% 4,676 $2.5M
Vanguard Global Advisers, LLC 0.00% — 4,659 $2.5M
Blackhawk Capital Partners, LLC 0.92% Add +7.2% 4,655 $2.5M
Creative Planning 0.00% Add +58.9% 4,559 $2.5M
Orion Porfolio Solutions, LLC 0.02% Reduce -27.4% 4,501 $2.4M
Manufacturers Life Insurance Company, The 0.00% Add +5.5% 4,412 $2.4M
Convergence Investment Partners, LLC 0.39% Reduce -1.2% 4,366 $2.4M
Truist Financial Corp. 0.00% Reduce -22.4% 4,276 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.0% 4,251 $2.3M
Louisiana State Employees Retirement System 0.04% Reduce -2.3% 4,200 $2.3M
State of New Jersey Common Pension Fund D 0.01% Reduce -37.5% 4,193 $2.3M
Dana Investment Advisors, Inc. 0.07% Reduce -33.6% 4,251 $2.3M
Oppenheimer Asset Management Inc. 0.03% Reduce -30.0% 4,089 $2.2M
MML Investors Services, LLC 0.01% Reduce -27.4% 3,965 $2.1M
Ausbil Investment Management Ltd 1.06% Reduce -14.4% 3,856 $2.1M
Cadent Capital Advisors, LLC 0.56% New 3,896 $2.1M
Roman Butler Fullerton & Co. 0.58% Add +201.9% 9,641 $2.1M
State of Tennessee, Department of Treasury 0.01% Add +31.4% 3,835 $2.1M
PFG Advisors 0.10% Add +1.0% 3,795 $2.1M
Private Advisor Group, LLC 0.01% Add +4.2% 3,783 $2.0M
Gotham Asset Management 0.01% Reduce -15.3% 3,724 $2.0M
Voya Investment Management LLC 0.00% Reduce -2.0% 3,715 $2.0M
Acadian Asset Management LLC 0.00% Add +24.1% 3,619 $2.0M
Hudson Bay Capital Management LP 0.01% Reduce -40.6% 3,611 $2.0M
Alps Advisors Inc. 0.01% Add +125.5% 3,605 $2.0M
Littlejohn Financial Services, Inc. 1.46% Reduce -11.5% 3,596 $1.9M
Peterson Wealth Services 0.47% Reduce -0.5% 3,519 $1.9M
Sidoxia Capital Management, LLC 1.63% — 3,498 $1.9M
Squarepoint Ops LLC 0.00% Reduce -91.7% 3,479 $1.9M
Invst, LLC 0.21% Reduce -36.8% 3,415 $1.8M
Pathstone Holdings, LLC 0.01% Add +16.7% 3,349 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -6.6% 3,337 $1.8M
James Investment Research, Inc. 0.20% Add +0.1% 3,323 $1.8M
Victory Financial Group, LLC 0.22% Add +0.2% 3,303 $1.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +8.0% 3,240 $1.8M
Richard Bernstein Advisors LLC 0.05% New 3,205 $1.7M
Oak Ridge Investments LLC 0.11% New 9,513 $1.7M
First Dallas Securities Inc. 0.63% Reduce -7.3% 3,151 $1.7M
Kayne Anderson Capital Advisors LP 0.03% Reduce -71.6% 3,139 $1.7M
Mercer Global Advisors Inc. 0.00% New 3,134 $1.7M
Montchanin Asset Management, LLC 1.77% — 3,085 $1.7M
Quest Investment Management LLC 0.19% Reduce -37.0% 3,077 $1.7M
Horizon Investment Services, LLC 0.56% Reduce -9.2% 3,000 $1.6M
Virtus Advisers, LLC 0.75% Add +41.1% 2,917 $1.6M
Occudo Quantitative Strategies LP 0.09% New 5,684 $1.6M
Navellier & Associates Inc. 0.16% Reduce -7.3% 2,906 $1.6M
Fortune Financial Advisors, LLC 0.79% New 2,875 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +28.3% 2,865 $1.6M
Victory Capital Management Inc. 0.00% Add +7.7% 2,823 $1.5M
Lanark Financial, Inc. 0.11% Reduce -19.8% 2,803 $1.5M
Benjamin Edwards Inc. 0.01% No change 2,759 $1.5M
Amalgamated Bank 0.01% Reduce -0.8% 2,718 $1.5M
Arizona State Retirement System 0.01% Reduce -0.1% 2,667 $1.4M
Illumine Investment Management, LLC 1.11% Reduce -59.6% 2,667 $1.4M
Triasima Portfolio Management inc. 0.22% Add +1.1% 2,655 $1.4M
Huntleigh Advisors, Inc. 0.24% Add +4.0% 2,642 $1.4M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -0.2% 2,634 $1.4M
STRS Ohio 0.01% Add +30.0% 2,600 $1.4M
Yousif Capital Management, LLC 0.02% Add +1.4% 2,597 $1.4M
Syon Capital LLC 0.07% Reduce -15.2% 2,540 $1.4M
Quantinno Capital Management LP 0.00% Reduce -18.1% 2,534 $1.4M
Brevan Howard Capital Management LP 0.01% Add +104.6% 2,517 $1.4M
ABS Direct Equity Fund LLC 1.03% Reduce -75.0% 2,500 $1.4M
Rock Creek Group LLC 0.14% Reduce -98.3% 2,500 $1.4M
Nisa Investment Advisors, LLC 0.00% Add +0.3% 2,463 $1.3M
Vanguard Investments Australia, Ltd. 0.00% — 2,450 $1.3M
Credit Agricole S A 0.00% Add +91.4% 7,328 $1.3M
Neuberger Berman Group LLC 0.00% Reduce -5.7% 2,419 $1.3M
Harbor Capital Advisors, Inc. 0.11% Add +8234.5% 2,417 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% No change 2,347 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.5% 2,342 $1.3M
Kestra Private Wealth Services, LLC 0.02% Add +1.7% 2,292 $1.2M
Steadtrust LLC 0.70% No change 2,285 $1.2M
State Board of Administration of Florida Retirement System 0.00% Reduce -13.4% 2,227 $1.2M
Oregon Public Employees Retirement Fund 0.02% Add +0.5% 2,165 $1.2M
KLP Kapitalforvaltning As 0.00% Add +1.9% 2,140 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +33.9% 2,118 $1.1M
Sterling Capital Management LLC 0.02% Reduce -3.9% 2,082 $1.1M
Focus Partners Wealth 0.00% Reduce -22.7% 2,081 $1.1M
Eddie Patel Inc 0.85% Reduce -27.3% 2,052 $1.1M
Concurrent Investment Advisors, LLC 0.01% Reduce -49.7% 2,039 $1.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +25.9% 2,025 $1.1M
Hancock Whitney Corp. 0.02% Add +110.6% 3,949 $1.1M
Susquehanna Portfolio Strategies, LLC 0.02% No change 2,023 $1.1M
Galaxy Digital Capital Management GP LLC 1.41% Reduce -58.0% 2,021 $1.1M
Independent Advisor Alliance 0.01% Add +19.8% 2,005 $1.1M
Bay Rivers Group 0.45% No change 2,002 $1.1M
HighTower Advisors, LLC 0.00% Add +174.5% 1,949 $1.1M
Afg Fiduciary Services Limited Partnership 0.62% Add +222.3% 5,625 $1.1M
Los Angeles Capital Management LLC 0.00% Reduce -66.0% 1,920 $1.0M
Rithm Capital Corp. 1.79% Reduce -34.5% 1,900 $1.0M
Leavell Investment Management, Inc. 0.04% Reduce -11.3% 1,894 $1.0M
RFG Advisory, LLC 0.02% New 1,863 $1.0M
Canada Pension Plan Investment Board 0.00% Add +900.0% 1,800 $974K
1620 Investment Advisors, Inc. 0.65% Reduce -43.9% 1,786 $966K
J2 Capital Management Inc 0.66% Reduce -36.9% 1,780 $963K
Banque Cantonale Vaudoise 0.04% No change 1,774 $960K
Independent Financial Group, LLC 0.02% Reduce -33.6% 1,768 $957K
Sanctuary Advisors, LLC 0.00% Reduce -0.8% 1,685 $912K
Stifel Financial Corp. 0.00% Reduce -17.2% 1,662 $899K
Wealth Enhancement Advisory Services, LLC 0.00% Add +151.4% 4,874 $890K
Expressive Wealth LLC 0.84% Add +200.0% 2,751 $881K
Fiduciary Trust Co 0.01% Add +5.5% 1,614 $873K
J.M. Arbour, LLC 0.84% Reduce -50.1% 1,610 $871K
Choreo, LLC 0.01% Add +1.2% 1,609 $871K
Sierra Summit Advisors LLC 0.13% New 1,602 $867K
Pictet Asset Management Holding SA 0.00% Add +1.5% 1,579 $854K
Bank of Montreal 0.00% Reduce -2.1% 1,565 $847K
ProShare Advisors LLC 0.00% Reduce -20.0% 1,486 $804K
Park Avenue Securities LLC 0.01% Reduce -22.3% 1,481 $801K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -25.6% 1,456 $788K
Fayez Sarofim & Co 0.00% No change 1,450 $785K
Maryland State Retirement & Pension System 0.02% No change 1,380 $747K
Demars Financial Group, LLC 0.24% Reduce -59.3% 1,373 $743K
Quantbot Technologies LP 0.03% New 1,370 $741K
Pacer Advisors, Inc. 0.00% Reduce -7.0% 1,364 $738K
CX Institutional 0.02% Add +0.1% 1,335 $722K
Entropy Technologies, LP 0.03% Add +17.9% 1,320 $714K
Dynamic Technology Lab Private Ltd 0.12% New 1,315 $712K
Janney Montgomery Scott LLC 0.00% New 1,314 $711K
Thoroughbred Financial Services, LLC 0.04% No change 1,309 $708K
BOCHK Asset Management Ltd 0.15% New 1,300 $703K
Ashton Thomas Private Wealth, LLC 0.02% Add +20.2% 1,299 $703K
Intrust Bank NA 0.06% Add +2.7% 1,287 $696K
CIBC Bancorp USA Inc. 0.00% — 1,281 $693K
Polymer Capital Management (US) LLC 0.10% New 1,265 $684K
Trek Financial, LLC 0.04% New 1,255 $679K
Corient Private Wealth LP 0.00% Add +65.7% 1,196 $647K
Advisors Asset Management, Inc. 0.01% Reduce -0.9% 1,189 $643K
Journey Strategic Wealth LLC 0.02% Add +3.0% 1,187 $642K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -43.1% 1,177 $637K
Teacher Retirement System of Texas 0.00% New 1,159 $627K
Kassira Wealth Management LLC 0.57% Reduce -67.3% 1,156 $625K
Tectonic Advisors LLC 0.03% Reduce -17.5% 3,435 $620K
Cwm, LLC 0.00% Reduce -6.2% 1,144 $619K
Unique Wealth Strategies, LLC 0.25% New 1,140 $617K
EP Wealth Advisors, LLC 0.00% New 1,083 $586K
Evergreen Capital Management LLC 0.01% Add +0.4% 1,076 $582K
Captrust Financial Advisors 0.00% Reduce -8.4% 1,069 $578K
XTX Topco Ltd 0.01% Reduce -53.4% 1,060 $574K
Vanguard Personalized Indexing Management, LLC 0.01% Add +19.7% 1,045 $565K
Public Employees Retirement Association of Colorado 0.00% No change 1,036 $561K
PNC Financial Services Group, Inc. 0.00% Add +3.5% 1,009 $546K
Sigma Planning Corp 0.01% Reduce -74.1% 991 $536K
Havemeyer Place LP 0.06% Reduce -35.1% 987 $534K
Amundi 0.00% Add +31.9% 2,775 $531K
Regions Financial Corp. 0.00% Reduce -31.6% 979 $530K
Balyasny Asset Management L.P. 0.00% Add +17.2% 966 $523K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% No change 950 $514K
Second Half Financial Partners, LLC 0.23% No change 949 $513K
Sava Infond d.o.o. 0.07% Add +38.5% 900 $487K
AE Wealth Management LLC 0.00% New 899 $486K
Xponance LLC 0.00% Add +18.8% 892 $483K
Vontobel Holding Ltd. 0.00% Reduce -38.0% 878 $475K
Cim, LLC 0.07% Reduce -6.8% 874 $473K
Aviva PLC 0.00% Reduce -45.5% 861 $466K
Patten Group, Inc. 0.08% New 854 $462K
JT Stratford LLC 0.06% Reduce -2.0% 843 $456K
Cynosure Group, LLC 0.06% New 835 $452K
GAMMA Investing LLC 0.02% Reduce -0.2% 824 $446K
Fulcrum Wealth Advisors, LLC 0.36% No change 810 $438K
Ritholtz Wealth Management 0.01% New 803 $434K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.0% 782 $423K
Garner Asset Management Corp 0.17% Reduce -1.5% 781 $423K
Dock Street Asset Management Inc. 0.04% New 758 $410K
Farther Finance Advisors, LLC 0.00% Reduce -14.6% 727 $403K
Mgo One Seven LLC 0.01% Reduce -29.6% 710 $385K
Cornerstone Investment Partners, LLC 0.02% Reduce -63.1% 706 $382K
Vestcor Inc 0.01% Add +88.7% 698 $378K
Wealthfront Advisers LLC 0.00% Add +5.5% 697 $377K
Savant Capital, LLC 0.00% Add +5.7% 684 $370K
Coldstream Capital Management Inc. 0.00% Add +5.5% 675 $365K
Keybank National Association 0.00% New 675 $365K
Tower Research Capital LLC (TRC) 0.01% Add +48.5% 674 $365K
Avidian Wealth Enterprises, LLC 0.01% Reduce -10.0% 672 $364K
Prelude Capital Management, LLC 0.03% New 669 $362K
Carlson Financial, Inc. 0.21% No change 661 $358K
Gallacher Capital Management LLC 0.14% New 660 $357K
Capital CS Group, LLC 0.73% New 652 $353K
Abel Hall, LLC 0.08% New 652 $353K
Crossmark Global Holdings, Inc. 0.01% Add +3.3% 652 $353K
Allied Investment Advisors, LLC 0.05% No change 642 $347K
McGowan Group Asset Management, Inc. 0.04% New 624 $338K
Savvy Advisors, Inc. 0.01% Reduce -1.0% 622 $337K
Spire Wealth Management 0.01% Reduce -11.8% 598 $324K
Harvest Fund Management Co., Ltd 0.01% New 599 $323K
Meeder Advisory Services, Inc. 0.01% New 583 $316K
Whalen Wealth Management Inc. 0.17% Reduce -42.9% 576 $312K
Sequoia Financial Advisors, LLC 0.00% Reduce -16.3% 574 $311K
Swiss Life Asset Management Ltd 0.00% New 565 $306K
Sanchez Gaunt Capital Management, LLC 0.19% — 565 $306K
Bailard, Inc. 0.01% Reduce -15.1% 561 $304K
OneDigital Investment Advisors LLC 0.00% Reduce -29.9% 559 $302K
Kovack Advisors, Inc. 0.02% New 547 $301K
Cypress Point Wealth Management, LLC 0.06% New 555 $300K
DRW Securities, LLC 0.02% New 545 $295K
&partners 0.00% Reduce -25.0% 545 $295K
Acropolis Investment Management, LLC 0.01% New 517 $280K
Stirlingshire Investments, Inc. 0.25% New 517 $279K
DNB Asset Management AS 0.00% New 513 $278K
denkapparat Operations GmbH 0.11% New 512 $277K
Stephens Inc. 0.00% Reduce -19.8% 507 $274K
Advyzon Investment Management, LLC 0.02% New 496 $269K
Perigon Wealth Management, LLC 0.00% New 475 $257K
Ewa, LLC 0.06% New 468 $253K
SBI Okasan Asset Management Co.Ltd. 0.01% No change 500 $251K
Commerce Bank 0.00% New 447 $242K
Caprock Group, LLC 0.01% New 427 $231K
Ring Mountain Capital, LLC 0.13% New 425 $230K
Elevated Financial Group LLC 0.08% New 419 $227K
CIBC Asset Management Inc 0.00% New 412 $223K
Concentric Capital Strategies, LP 0.02% New 410 $222K
Castleark Management LLC 0.01% Reduce -50.6% 410 $222K
Parkside Financial Bank & Trust 0.02% Add +5742.9% 409 $221K
Engineers Gate Manager LP 0.00% New 409 $221K
Profund Advisors LLC 0.01% New 405 $219K
Elevation Point Wealth Partners, LLC 0.01% New 405 $219K
Guggenheim Capital LLC 0.00% Reduce -87.6% 397 $215K
HB Wealth Management, LLC 0.00% New 397 $215K
Lido Advisors, LLC 0.00% New 386 $209K
Vise Technologies, Inc. 0.00% No change 654 $208K
Advisor OS, LLC 0.01% New 384 $208K
Waverly Advisors, LLC 0.00% New 383 $207K
Brooklyn Investment Group 0.01% New 379 $205K
Glenmede Trust Co. NA 0.00% New 379 $205K
Verdence Capital Advisors LLC 0.01% New 379 $205K
Crestwood Advisors Group, LLC 0.00% New 378 $205K
Linscomb Wealth, Inc. 0.01% New 373 $202K
MAI Capital Management 0.00% Add +0.6% 366 $198K
Palladiem, LLC 0.18% Add +200.4% 826 $191K
UMB Bank, n.a. 0.00% Add +1.9% 320 $173K
US Bancorp \de 0.00% Reduce -0.6% 319 $173K
SBI Securities Co., Ltd. 0.00% Add +84.7% 314 $170K
KBC Group NV 0.00% Add +15.7% 303 $164K
Covestor Ltd 0.10% Reduce -60.7% 276 $150K
Rossby Financial, LCC 0.03% No change 250 $139K
Globeflex Capital L P 0.02% New 249 $135K
Transamerica Financial Advisors, LLC 0.01% Add +73.9% 233 $126K
Parallel Advisors, LLC 0.00% Add +402.2% 231 $125K
International Assets Investment Management, LLC 0.01% No change 220 $122K
Wellington-Altus USA Inc. 0.07% Add +716.0% 408 $117K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +5.0% 208 $113K
Quadrant Capital Group LLC 0.00% Add +0.5% 198 $107K
Hantz Financial Services, Inc. 0.00% Add +33.3% 184 $100K
Versant Capital Management, Inc 0.01% No change 170 $92K
Larson Financial Group LLC 0.00% Add +10.8% 143 $77K
Huntington National Bank 0.00% Add +1.5% 136 $74K
State of Wyoming 0.01% Reduce -7.3% 128 $69K
Signature Equity Partners, LLC 0.03% Reduce -36.9% 118 $64K
Steward Partners Investment Advisory, LLC 0.00% Add +3.5% 117 $63K
Smartleaf Asset Management LLC 0.00% Reduce -41.9% 115 $58K
Hollencrest Capital Management 0.00% New 100 $54K
Ensign Peak Advisors, Inc 0.00% New 100 $54K
Kemnay Advisory Services Inc. 0.01% Add +292.0% 98 $53K
Harbour Investments, Inc. 0.00% Reduce -88.1% 97 $53K
EverSource Wealth Advisors, LLC 0.00% Reduce -9.7% 93 $50K
Avanza Fonder AB 0.00% No change 93 $50K
Tidemark, LLC 0.01% No change 92 $50K
Salomon & Ludwin, LLC 0.00% Add +9.3% 82 $45K
Cullen/Frost Bankers, Inc. 0.00% Reduce -1.2% 80 $43K
USA Financial Formulas 0.01% New 80 $43K
Anchor Investment Management, LLC 0.00% No change 70 $38K
IFP Advisors, Inc 0.00% Add +3350.0% 69 $37K
MCF Advisors LLC 0.00% New 66 $36K
Evolution Wealth Management Inc. 0.03% Reduce -22.4% 66 $36K
Daiwa Securities Group Inc. 0.00% New 195 $35K
Bellevue Asset Management, LLC 0.02% No change 58 $31K
Brown Brothers Harriman & Co. 0.00% Add +511.1% 55 $30K
Rothschild Investment LLC 0.00% No change 52 $28K
Blue Trust, Inc. 0.00% Add +271.4% 52 $28K
Clearstead Advisors, LLC 0.00% Reduce -37.5% 50 $27K
Signaturefd, LLC 0.00% Add +15.8% 44 $24K
Root Financial Partners, LLC 0.00% Add +51.9% 41 $22K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 40 $22K
MassMutual Private Wealth & Trust, FSB 0.00% Add +8.8% 37 $20K
First Horizon Corp. 0.00% Reduce -71.8% 35 $19K
Walleye Capital LLC 0.00% Reduce -98.2% 32 $17K
Northwestern Mutual Wealth Management Co. 0.00% Add +88.2% 32 $17K
Allworth Financial LP 0.00% Add +23.1% 32 $17K
Toronto Dominion Bank 0.00% No change 31 $17K
Blue Bell Private Wealth Management, LLC 0.00% No change 31 $17K
Fortitude Family Office, LLC 0.00% Add +21.7% 28 $15K
Harbor Investment Advisory, LLC 0.00% Reduce -28.6% 25 $14K
Sound Income Strategies, LLC 0.00% Add +50.0% 24 $13K
Whittier Trust Co. 0.00% No change 70 $13K
Twin Peaks Wealth Advisors, LLC 0.00% New 22 $12K
Solstein Capital, LLC 0.00% Reduce -20.0% 20 $11K
Private Wealth Management Group, LLC 0.00% Reduce -25.0% 18 $10K
Bare Financial Services, Inc 0.00% Add +142.9% 17 $9K
Wolff Wiese Magana LLC 0.00% Add +166.7% 16 $9K
Keating Financial Advisory Services, Inc. 0.00% Add +166.7% 16 $9K
CENTRAL TRUST Co 0.00% No change 15 $8K
Essential Partners LLC 0.00% Add +7.1% 15 $8K
Legacy Wealth Managment, LLC 0.00% No change 13 $7K
FWL Investment Management, LLC 0.00% New 12 $6K
CVA Family Office, LLC 0.00% New 12 $6K
TD Waterhouse Canada Inc. 0.00% New 11 $6K
Bayforest Capital Ltd 0.01% New 10 $5K
McGuire Capital Advisors Inc. 0.00% No change 7 $4K
Triumph Capital Management 0.00% Reduce -99.3% 7 $4K
Picton Mahoney Asset Management 0.00% No change 7 $4K
Colonial Trust Co / SC 0.00% Add +90.9% 21 $3K
Farmers & Merchants Investments Inc. 0.00% No change 6 $3K
JFS Wealth Advisors, LLC 0.00% Add +25.0% 5 $3K
Aster Capital Management (DIFC) Ltd 0.00% New 13 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 4 $2K
Trifecta Capital Advisors, LLC 0.00% New 3 $2K
Cedar Mountain Advisors, LLC 0.00% No change 3 $2K
High Note Wealth, LLC 0.00% New 3 $2K
PEAK6 LLC 0.00% Add +50.0% 3 $2K
Gilpin Wealth Management, LLC 0.00% Add +100.0% 2 $1K
True Wealth Design, LLC 0.00% No change 2 $1K
SJS Investment Consulting Inc. 0.00% Add +100.0% 2 $1K
Ankerstar Wealth, LLC 0.00% No change 2 $1K
Quarry LP 0.00% New 2 $1K
Avion Wealth 0.00% No change 3 $1K
Rachor Investment Advisory Services, LLC 0.00% No change 1 $542
TFC Financial Management, Inc. 0.00% No change 1 $542
Bell Investment Advisors, Inc 0.00% New 1 $542
Rialto Wealth Management, LLC 0.00% No change 1 $542
TD Capital Management LLC 0.00% No change 1 $542
Vermillion Wealth Management, Inc. 0.00% New 1 $541
HFM Investment Advisors, LLC 0.00% New 1 $541
Stone House Investment Management, LLC 0.00% New 1 $541
Bay Harbor Wealth Management, LLC 0.00% No change 1 $541
Hughes Financial Services, LLC 0.00% Reduce -99.3% 1 $541
Sunbelt Securities, Inc. 0.00% No change 1 $541
Ascentis Independent Advisors 0.00% New 1 $541

"% of holder's portfolio" is POWL's weight in each manager's 13F, not the share of Powell Industries Inc. the manager owns.