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Powell Industries Ownership | Who Owns Powell Industries?

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Powell Industries Ownership Summary

Powell Industries is owned by 101.11% institutional investors, 21.52% insiders. 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 4.64% of its assets in Powell Industries shares.

POWL Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPowell Industries101.11%21.52%-22.63%
SectorIndustrials Stocks 46.77%12.62%40.60%
IndustryElectrical Equipment Stocks25.42%18.45%56.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Kovitz investment group partners2.31M19.17%$705.47M
Transform wealth1.63M13.59%$360.85M
Blackrock1.41M11.74%$201.86M
Blackrock funding, inc. /de1.38M11.39%$419.14M
Vanguard group700.22K5.80%$213.43M
First trust advisors lp615.07K5.10%$187.48M
Dimensional fund advisors lp368.31K3.05%$112.26M
State street352.77K2.92%$107.53M
Invesco348.09K2.88%$106.10M
Fisher asset management300.50K2.49%$91.59M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Engine no. 1119.00K40.95%$36.27M
Transform wealth1.63M20.02%$360.85M
Ophir asset management pty121.24K4.56%$36.96M
Vision one management partners, lp23.59K4.52%$7.19M
Abs direct equity fund7.50K3.27%$2.29M
Archon capital management18.00K3.27%$5.49M
Aperture investors77.39K3.23%$23.59M
Rpg investment advisory78.89K2.84%$24.04M
Intrinsic edge capital management65.60K2.79%$20.00M
Kovitz investment group partners2.31M2.75%$705.47M

Top Buyers

HolderShares% AssetsChange
Kovitz investment group partners2.31M2.75%686.59K
First trust advisors lp615.07K0.14%244.05K
Summit partners public asset management142.76K0.90%142.76K
Bank of america corp /de/155.05K0.00%132.95K
Morgan stanley296.46K0.01%127.38K

Top Sellers

HolderShares% AssetsChange
Pacer advisors---385.89K
Mirae asset global investments---311.09K
Arrowstreet capital, limited partnership---151.06K
Wellington management group llp---135.31K
Goldman sachs group86.25K0.00%-66.39K

New Positions

HolderShares% AssetsChangeValue
Summit partners public asset management142.76K0.90%142.76K$43.52M
Driehaus capital management85.33K0.19%85.33K$26.01M
Aperture investors77.39K3.23%77.39K$23.59M
Broad bay capital management, lp69.99K2.64%69.99K$21.33M
Intrinsic edge capital management65.60K2.79%65.60K$20.00M

Sold Out

HolderChange
Mendota financial group-1.00
Td capital management-1.00
Ifp advisors-1.00
Global financial private client-1.00
Wealthtrak capital management-1.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20254097.92%12,204,88816.78%1011.35%2124.43%13313.68%
Jun 30, 20253806.44%10,912,424-5.79%900.98%2031.50%11813.46%
Mar 31, 2025350-4.37%11,571,4207.38%951.20%194-6.73%103-6.36%
Dec 31, 2024188-43.71%6,273,110-43.10%520.62%108-44.33%61-36.46%
Sep 30, 202433021.77%10,962,435-5.01%910.99%19224.68%955.56%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF560.00K4.64%-
First Trust RBA Amer Indl RenaisTM ETF377.07K3.12%2.36K
Pacer US Small Cap Cash Cows 100 ETF373.56K3.11%-1.27K
Vanguard Total Stock Mkt Idx Inv305.63K2.53%-6.56K
Vanguard US Total Market Shares ETF282.92K2.35%-594.00
iShares Russell 2000 ETF230.94K1.91%-
First Trust SMID Cp Rising Div Achv ETF204.74K1.70%220.00
Invesco OFI Small Cap Growth116.89K0.97%7.40K
Invesco Discovery A116.89K0.97%-
DFA US Micro Cap I105.44K0.87%-5.60K

Recent Insider Transactions

DateNameRoleActivityValue
Dec 08, 2025McKertcher Terry B Vice President, OperationsSell$227.63K
Dec 08, 2025McKertcher Terry B Vice President, OperationsSell$487.71K
Sep 22, 2025METCALF MICHAEL WILLIAM Exec Vice PresidentSell$98.22K
Sep 22, 2025METCALF MICHAEL WILLIAM Exec Vice PresidentSell$58.56K
Sep 22, 2025METCALF MICHAEL WILLIAM Exec Vice PresidentSell$115.25K

Insider Transactions Trends

DateBuySell
2025 Q4-2
2025 Q3-13
2025 Q2-31
2025 Q1-2
2024 Q4-24

POWL Ownership FAQ

Who Owns Powell Industries?

Powell Industries shareholders are primarily institutional investors at 101.11%, followed by 21.52% insiders and -22.63% retail investors. The average institutional ownership in Powell Industries's industry, Electrical Equipment Stocks, is 25.42%, which Powell Industries exceeds.

Who owns the most shares of Powell Industries?

Powell Industries’s largest shareholders are Kovitz investment group partners (2.31M shares, 19.17%), Transform wealth (1.63M shares, 13.59%), and Blackrock (1.41M shares, 11.74%). Together, they hold 44.50% 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 40.95% of its assets in 119K Powell Industries shares, valued at 36.27M$.

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 4.64% of its total shares outstanding invested in 560K Powell Industries shares.

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