Powell Industries Ownership | Who Owns Powell Industries?

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Powell Industries Ownership Summary

Powell Industries is owned by 95.88% institutional investors, 21.83% insiders. Transform wealth is the largest institutional shareholder, holding 13.59% of POWL shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.68% of its assets in Powell Industries shares.

POWL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Powell Industries	95.88%	21.83%	-17.71%
Sector	Industrials Stocks	39.35%	12.62%	48.03%
Industry	Electrical Equipment Stocks	24.63%	20.04%	55.33%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Transform wealth	1.63M	13.59%	$360.85M
Blackrock funding, inc. /de	1.57M	13.08%	$347.49M
Blackrock	1.41M	11.74%	$201.86M
Vanguard group	688.06K	5.74%	$152.51M
Dimensional fund advisors lp	480.32K	4.01%	$106.47M
State street	359.31K	3.00%	$51.53M
American century companies	351.75K	2.94%	$77.97M
Mirae asset global etfs	297.87K	2.49%	$66.02M
Morgan stanley	287.98K	2.40%	$41.30M
Invesco	265.14K	2.21%	$58.77M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Engine no. 1	49.30K	29.08%	$10.93M
Transform wealth	1.63M	20.02%	$360.85M
Ophir asset management pty	71.54K	2.36%	$15.86M
Options solutions	16.93K	1.63%	$3.75M
Ausbil investment management	10.40K	1.54%	$2.56M
Rpg investment advisory	34.84K	1.03%	$7.72M
Candelo capital management lp	9.01K	1.01%	$2.00M
Advisors management group inc /adv	17.21K	0.90%	$3.81M
Navellier & associates	32.26K	0.86%	$7.15M
1620 investment advisors	4.65K	0.78%	$1.03M

Top Buyers

Holder	Shares	% Assets	Change
Morgan stanley	287.98K	0.00%	154.78K
Invesco	265.14K	0.01%	151.85K
Bank of america corp /de/	155.05K	0.00%	132.95K
Goldman sachs group	220.70K	0.01%	109.10K
Ubs group	123.21K	0.01%	106.39K

Top Sellers

Holder	Shares	% Assets	Change
Pacer advisors	-	-	-385.89K
Mirae asset global investments	-	-	-311.09K
Renaissance	158.03K	0.05%	-178.30K
Arrowstreet capital, limited partnership	-	-	-151.06K
Wellington management group llp	-	-	-135.31K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	101.77K	0.01%	101.77K	$22.56M
Wcm investment management	62.81K	0.03%	62.81K	$14.26M
Eagle asset management	54.51K	0.04%	54.51K	$7.82M
Rpg investment advisory	34.84K	1.03%	34.84K	$7.72M
Portolan capital management	12.59K	0.19%	12.59K	$2.79M

Sold Out

Holder	Change
Quarry lp	-1.00
Annis gardner whiting capital advisors	-1.00
Mendota financial group	-1.00
Ifp advisors	-1.00
Jfs wealth advisors	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	330	21.77%	10,962,435	-5.01%	91	0.99%	192	24.68%	95	5.56%
Jun 30, 2024	268	9.84%	11,535,370	21.48%	96	1.53%	152	1.33%	89	21.92%
Mar 31, 2024	244	29.79%	9,495,806	14.06%	79	1.63%	150	54.64%	73	15.87%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	564.74K	4.68%	-322.00
Pacer US Small Cap Cash Cows 100 ETF	373.56K	3.11%	-1.27K
Vanguard Total Stock Mkt Idx Inv	310.58K	2.57%	5.33K
Vanguard US Total Market Shares ETF	282.92K	2.35%	-594.00
iShares Russell 2000 ETF	239.66K	1.99%	117.00
Vanguard Institutional Extnd Mkt Idx Tr	145.99K	1.21%	184.00
First Trust RBA Amer Indl RenaisTM ETF	143.49K	1.19%	612.00
DFA US Micro Cap I	112.54K	0.93%	-
Invesco OFI Small Cap Growth	109.49K	0.91%	4.00K
Invesco Discovery A	109.49K	0.91%	4.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 25, 2025	METCALF MICHAEL WILLIAM	Exec Vice President	Sell	$129.36K
Mar 25, 2025	COPE BRETT ALAN	President & CEO	Sell	$89.21K
Dec 04, 2024	Mauney William Marshall Jr	Vice President, R&D	Sell	$86.12K
Dec 04, 2024	Mauney William Marshall Jr	Vice President, R&D	Sell	$198.04K
Dec 04, 2024	Birchall John	Managing Director	Sell	$493.00K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	2
2024 Q4	-	24
2024 Q3	-	34
2024 Q2	-	20
2024 Q1	-	46

POWL Ownership FAQ

Who Owns Powell Industries?

Powell Industries shareholders are primarily institutional investors at 95.88%, followed by 21.83% insiders and -17.71% retail investors. The average institutional ownership in Powell Industries's industry, Electrical Equipment Stocks, is 24.63%, which Powell Industries exceeds.

Who owns the most shares of Powell Industries?

Powell Industries’s largest shareholders are Transform wealth (1.63M shares, 13.59%), Blackrock funding, inc. /de (1.57M shares, 13.08%), and Blackrock (1.41M shares, 11.74%). Together, they hold 38.41% of Powell Industries’s total shares outstanding.

Does Blackrock own Powell Industries?

Yes, BlackRock owns 11.74% of Powell Industries, totaling 1.41M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 201.86M$. In the last quarter, BlackRock decreased its holdings by -41.872K shares, a -2.89% change.

Who is Powell Industries’s biggest shareholder by percentage of total assets invested?

Engine no. 1 is Powell Industries’s biggest shareholder by percentage of total assets invested, with 29.08% of its assets in 49.3K Powell Industries shares, valued at 10.93M$.

Who is the top mutual fund holder of Powell Industries shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Powell Industries shares, with 4.68% of its total shares outstanding invested in 564.74K Powell Industries shares.

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