Powell Industries Ownership | Who Owns Powell Industries?
Powell Industries Ownership Summary
Powell Industries is owned by 55.27% institutional investors, 21.36% insiders, and 23.36% retail investors. Kovitz investment group partners is the largest institutional shareholder, holding 19.17% of POWL shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.69% of its assets in Powell Industries shares.
POWL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Powell Industries | 55.27% | 21.36% | 23.36% |
| Sector | Industrials Stocks | 47.66% | 12.56% | 39.78% |
| Industry | Electrical Equipment Stocks | 30.79% | 17.25% | 51.96% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Kovitz investment group partners | 2.31M | 19.17% | $705.47M |
| Transform wealth | 1.63M | 13.59% | $360.85M |
| Blackrock | 1.41M | 11.74% | $201.86M |
| Blackrock funding, inc. /de | 1.40M | 11.60% | $447.63M |
| Northwestern mutual wealth management | 775.16K | 6.40% | $64.91M |
| Vanguard group | 706.64K | 5.84% | $225.26M |
| First trust advisors lp | 615.07K | 5.10% | $187.48M |
| Dimensional fund advisors lp | 362.75K | 3.00% | $115.65M |
| State street | 352.77K | 2.92% | $107.53M |
| Invesco | 348.09K | 2.88% | $106.10M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Engine no. 1 | 119.00K | 40.95% | $36.27M |
| Transform wealth | 1.63M | 20.02% | $360.85M |
| Ophir asset management pty | 121.24K | 4.56% | $36.96M |
| Vision one management partners, lp | 23.59K | 4.52% | $7.19M |
| Abs direct equity fund | 10.00K | 3.79% | $3.19M |
| Aperture investors | 77.39K | 3.23% | $23.59M |
| Tema etfs | 84.68K | 3.08% | $45.82M |
| Kovitz investment group partners | 2.31M | 2.75% | $705.47M |
| Voss capital | 184.86K | 2.68% | $38.90M |
| Broad bay capital management, lp | 69.99K | 2.64% | $21.33M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Northwestern mutual wealth management | 775.16K | 0.04% | 775.10K |
| Kovitz investment group partners | 2.31M | 2.75% | 686.59K |
| First trust advisors lp | 615.07K | 0.14% | 244.05K |
| Summit partners public asset management | 142.76K | 0.90% | 142.76K |
| Rock creek group, lp | 150.00K | 0.14% | 142.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pacer advisors | - | - | -385.89K |
| Mirae asset global investments | - | - | -311.09K |
| Arrowstreet capital, limited partnership | - | - | -151.06K |
| Wellington management group llp | - | - | -135.31K |
| Morgan stanley | 192.72K | 0.00% | -103.75K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Summit partners public asset management | 142.76K | 0.90% | 142.76K | $43.52M |
| Driehaus capital management | 85.33K | 0.19% | 85.33K | $26.01M |
| Aperture investors | 77.39K | 3.23% | 77.39K | $23.59M |
| Broad bay capital management, lp | 69.99K | 2.64% | 69.99K | $21.33M |
| Capital world investors | 64.95K | 0.00% | 64.95K | $20.70M |
Sold Out
| Holder | Change |
|---|---|
| Td capital management | -1.00 |
| Mendota financial group | -1.00 |
| Global financial private client | -1.00 |
| Abound wealth management | -1.00 |
| Wealthtrak capital management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 313 | -26.87% | 6,692,861 | -46.52% | 55 | 0.51% | 151 | -31.36% | 114 | -18.57% |
| Sep 30, 2025 | 409 | 7.92% | 12,204,888 | 16.78% | 101 | 1.35% | 212 | 4.43% | 133 | 13.68% |
| Jun 30, 2025 | 380 | 6.44% | 10,912,424 | -5.79% | 90 | 0.98% | 203 | 1.50% | 118 | 13.46% |
| Mar 31, 2025 | 350 | -4.37% | 11,571,420 | 7.38% | 95 | 1.20% | 194 | -6.73% | 103 | -6.36% |
| Dec 31, 2024 | 188 | -43.71% | 6,273,110 | -43.10% | 52 | 0.62% | 108 | -44.33% | 61 | -36.46% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 568.97K | 4.69% | 200.00 |
| Pacer US Small Cap Cash Cows 100 ETF | 373.56K | 3.11% | -1.27K |
| Vanguard US Total Market Shares ETF | 282.92K | 2.35% | -594.00 |
| First Trust RBA Amer Indl RenaisTM ETF | 283.93K | 2.34% | 1.50K |
| iShares Russell 2000 ETF | 231.67K | 1.91% | -1.88K |
| First Trust SMID Cp Rising Div Achv ETF | 197.97K | 1.63% | 195.00 |
| Janus Henderson Hrzn Glb SC E2 USD | 108.12K | 0.89% | 9.24K |
| Vanguard Total Stock Mkt Idx Inv | 308.63K | 0.85% | 1.78K |
| Fidelity Small Cap Index | 92.54K | 0.76% | -1.18K |
| DFA US Small Cap I | 89.97K | 0.74% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 09, 2026 | COPE BRETT ALAN | President & CEO | Sell | $1.04M |
| Mar 31, 2026 | METCALF MICHAEL WILLIAM | Exec Vice President | Sell | $41.05K |
| Mar 31, 2026 | METCALF MICHAEL WILLIAM | Exec Vice President | Sell | $20.41K |
| Mar 31, 2026 | METCALF MICHAEL WILLIAM | Exec Vice President | Sell | $40.94K |
| Mar 31, 2026 | METCALF MICHAEL WILLIAM | Exec Vice President | Sell | $72.25K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 40 |
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | 13 |
| 2025 Q2 | - | 31 |
| 2025 Q1 | - | 2 |
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