Powell Industries Ownership | Who Owns Powell Industries?
Powell Industries Ownership Summary
Powell Industries is owned by 56.43% institutional investors, 20.88% insiders, and 22.70% 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 4.70% of its assets in Powell Industries shares.
POWL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Powell Industries | 56.43% | 20.88% | 22.70% |
| Sector | Industrials Stocks | 49.43% | 16.01% | 34.55% |
| Industry | Electrical Equipment Stocks | 34.60% | 16.23% | 49.17% |
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 | 1.41M | 11.61% | $760.80M |
| Vanguard group | 706.64K | 5.84% | $225.26M |
| First trust advisors lp | 516.55K | 4.27% | $279.50M |
| State street | 362.44K | 2.99% | $196.11M |
| Dimensional fund advisors lp | 323.60K | 2.67% | $175.06M |
| Morgan stanley | 272.00K | 2.25% | $147.17M |
| Fisher asset management | 256.92K | 2.12% | $139.01M |
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 | 64.98K | 15.15% | $35.16M |
| 1060 capital | 10.00K | 6.58% | $5.41M |
| Ophir asset management pty | 121.24K | 4.56% | $36.96M |
| Voss capital | 136.00K | 3.90% | $73.59M |
| Gkv capital management | 38.99K | 3.60% | $11.16M |
| Kovitz investment group partners | 2.31M | 2.75% | $705.47M |
| Aperture investors | 39.47K | 2.70% | $21.35M |
| Tema etfs | 268.69K | 2.49% | $76.94M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kovitz investment group partners | 2.31M | 2.75% | 686.59K |
| Tema etfs | 268.69K | 2.49% | 184.01K |
| Jane street group | 154.40K | 0.01% | 153.15K |
| Bank of america corp /de/ | 155.05K | 0.00% | 132.95K |
| Toroso investments | 87.64K | 0.10% | 86.88K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global investments | - | - | -311.09K |
| Voss capital | 136.00K | 3.90% | -214.00K |
| Arrowstreet capital, limited partnership | - | - | -151.06K |
| Rock creek group, lp | 2.50K | 0.14% | -147.50K |
| Wellington management group llp | - | - | -135.31K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 66.21K | 0.01% | 66.21K | $35.82M |
| Eagle asset management | 54.51K | 0.04% | 54.51K | $7.82M |
| Encompass capital advisors | 40.00K | 0.65% | 40.00K | $21.64M |
| Jennison associates | 25.59K | 0.01% | 25.59K | $13.85M |
| Liberty capital management | 25.14K | 1.24% | 25.14K | $7.20M |
Sold Out
| Holder | Change |
|---|---|
| Srs capital advisors | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 350 | -4.37% | 11,571,420 | 7.38% | 95 | 1.20% | 194 | -6.73% | 103 | -6.36% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.71M | 4.70% | 244.00 |
| Pacer US Small Cap Cash Cows 100 ETF | 373.56K | 3.11% | -1.27K |
| First Trust RBA Amer Indl RenaisTM ETF | 996.27K | 2.73% | -578.00 |
| Vanguard Total Stock Mkt Idx Inv | 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 | 668.43K | 1.83% | 328.92K |
| Vanguard Small Cap Growth Index Inv | 386.01K | 1.06% | 197.59K |
| First Trust SMID Cp Rising Div Achv ETF | 334.76K | 0.92% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 326.00K | 0.89% | 4.71K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Jun 30, 2026 | METCALF MICHAEL WILLIAM | Exec Vice President | Sell | $52.37K |
| Jun 30, 2026 | METCALF MICHAEL WILLIAM | Exec Vice President | Sell | $174.08K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 2 |
| 2026 Q2 | - | 23 |
| 2026 Q1 | - | 40 |
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | 13 |
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