Powell Industries Ownership | Who Owns Powell Industries?
Powell Industries Ownership Summary
Powell Industries is owned by 75.77% institutional investors, 20.63% insiders, and 3.60% 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 4.75% of its assets in Powell Industries shares.
POWL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Powell Industries | 75.77% | 20.63% | 3.60% |
| Sector | Industrials Stocks | 67.86% | 16.46% | 15.68% |
| Industry | Electrical Equipment Stocks | 53.83% | 15.82% | 30.35% |
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 | 3.61M | 9.92% | $1.03B |
| Vanguard group | 706.64K | 5.84% | $225.26M |
| First trust advisors lp | 1.43M | 3.92% | $408.63M |
| Vanguard capital management | 1.28M | 3.52% | $367.14M |
| Dimensional fund advisors lp | 974.94K | 2.68% | $279.17M |
| State street | 955.99K | 2.63% | $273.76M |
| Invesco | 769.54K | 2.12% | $220.36M |
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 |
| Vision one management partners, lp | 130.05K | 13.41% | $37.24M |
| Ophir asset management pty | 121.24K | 4.56% | $36.96M |
| Gkv capital management | 38.99K | 3.60% | $11.16M |
| Rpg investment advisory | 115.84K | 3.41% | $33.17M |
| Kovitz investment group partners | 2.31M | 2.75% | $705.47M |
| Quantum private wealth | 37.18K | 2.73% | $10.65M |
| Advisors management group inc /adv | 52.53K | 2.49% | $15.04M |
| Tema etfs | 268.69K | 2.49% | $76.94M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.61M | 0.02% | 2.20M |
| First trust advisors lp | 1.43M | 0.24% | 910.43K |
| Vanguard capital management | 1.28M | 0.01% | 857.47K |
| Kovitz investment group partners | 2.31M | 2.75% | 686.59K |
| Dimensional fund advisors lp | 974.94K | 0.05% | 651.35K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global investments | - | - | -311.09K |
| Arrowstreet capital, limited partnership | - | - | -151.06K |
| Wellington management group llp | - | - | -135.31K |
| Voss capital | 20.00K | 0.27% | -116.00K |
| Lord, abbett | - | - | -92.52K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 223.35K | 0.01% | 223.35K | $63.96M |
| Eagle asset management | 54.51K | 0.04% | 54.51K | $7.82M |
| Marshall wace, llp | 54.01K | 0.01% | 54.01K | $15.47M |
| Ci investments | 33.98K | 0.03% | 33.98K | $9.73M |
| Natixis advisors | 27.16K | 0.01% | 27.16K | $7.78M |
Sold Out
| Holder | Change |
|---|---|
| Golden state equity partners | -1.00 |
| Global financial private client | -1.00 |
| Mendota financial group | -1.00 |
| Atlantic private wealth | -1.00 |
| Vermillion wealth management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 602 | 19.44% | 27,562,482 | 188.84% | 75 | 1.22% | 558 | 114.62% | 19 | -89.33% |
| Mar 31, 2026 | 379 | -13.67% | 6,832,756 | -29.20% | 56 | 0.89% | 201 | -6.51% | 130 | -15.58% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.73M | 4.75% | -370.00 |
| First Trust RBA Amer Indl RenaisTM ETF | 1.42M | 3.91% | 2.46K |
| Pacer US Small Cap Cash Cows 100 ETF | 373.56K | 3.11% | -1.27K |
| Vanguard MStar Total Stk Mkt Idx Invest | 929.25K | 2.55% | 2.83K |
| Vanguard Total Stock Mkt Idx Inv | 926.42K | 2.54% | -516.00 |
| Vanguard Morn Total Stk Mkt Idx Investor | 926.42K | 2.54% | -516.00 |
| Vanguard US Total Market Shares ETF | 282.92K | 2.35% | -594.00 |
| iShares Russell 2000 ETF | 685.78K | 1.88% | 6.34K |
| Vanguard Small Cap Index | 670.26K | 1.84% | 1.83K |
| Vanguard MStar Small Cap Growth Indx Inv | 387.67K | 1.06% | 1.66K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 14, 2026 | Williams Richard E | - | Sell | $456.86K |
| Aug 13, 2026 | COPE BRETT ALAN | President & CEO | Sell | $931.54K |
| Jul 09, 2026 | COPE BRETT ALAN | President & CEO | Sell | $1.07M |
| Jul 01, 2026 | COPE BRETT ALAN | President & CEO | Buy | $360.00 |
| Jun 30, 2026 | METCALF MICHAEL WILLIAM | Exec Vice President | Sell | $114.75K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 3 |
| 2026 Q2 | - | 23 |
| 2026 Q1 | - | 40 |
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | 13 |
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