Powell Industries Ownership | Who Owns Powell Industries?
Powell Industries Ownership Summary
Powell Industries is owned by 90.40% institutional investors, 21.67% 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 4.67% of its assets in Powell Industries shares.
POWL Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Powell Industries | 90.40% | 21.67% | -12.07% |
Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
Industry | Electrical Equipment Stocks | 41.64% | 18.77% | 39.59% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Transform wealth | 1.63M | 13.59% | $360.85M |
Kovitz investment group partners | 1.63M | 13.49% | $342.59M |
Blackrock | 1.41M | 11.74% | $201.86M |
Blackrock funding, inc. /de | 1.40M | 11.56% | $293.70M |
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 |
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 | 185.13K | 6.79% | $42.70M |
Candelo capital management lp | 17.60K | 3.35% | $3.70M |
Voss capital | 184.86K | 2.68% | $38.90M |
Portolan capital management | 170.56K | 2.25% | $35.89M |
Archon capital management | 12.70K | 2.19% | $2.67M |
Ausbil investment management | 17.25K | 2.13% | $3.63M |
Kovitz investment group partners | 1.63M | 1.46% | $342.59M |
Advisors management group inc /adv | 34.57K | 1.37% | $7.28M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Kovitz investment group partners | 1.63M | 1.46% | 1.63M |
Voss capital | 184.86K | 2.68% | 184.86K |
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 |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Pacer advisors | - | - | -385.89K |
Demars financial group | 3.47K | 0.28% | -341.11K |
Mirae asset global investments | - | - | -311.09K |
New vernon capital ii | 1.19K | 0.12% | -201.67K |
Renaissance | 158.03K | 0.05% | -178.30K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Kovitz investment group partners | 1.63M | 1.46% | 1.63M | $342.59M |
Voss capital | 184.86K | 2.68% | 184.86K | $38.90M |
Eagle asset management | 54.51K | 0.04% | 54.51K | $7.82M |
Hodges capital management | 48.33K | 0.98% | 48.33K | $10.17M |
Granite investment partners | 42.67K | 0.44% | 42.67K | $8.98M |
Sold Out
Holder | Change |
---|---|
Mendota financial group | -1.00 |
Td capital management | -1.00 |
Ifp advisors | -1.00 |
Global financial private client | -1.00 |
Jfs wealth advisors | -2.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 563.57K | 4.67% | 84.00 |
Pacer US Small Cap Cash Cows 100 ETF | 373.56K | 3.11% | -1.27K |
First Trust RBA Amer Indl RenaisTM ETF | 353.14K | 2.93% | -1.01K |
Vanguard Total Stock Mkt Idx Inv | 305.63K | 2.53% | -6.56K |
Vanguard US Total Market Shares ETF | 282.92K | 2.35% | -594.00 |
iShares Russell 2000 ETF | 224.18K | 1.86% | -4.30K |
First Trust SMID Cp Rising Div Achv ETF | 201.48K | 1.67% | -396.00 |
Invesco OFI Small Cap Growth | 116.89K | 0.97% | 7.40K |
Invesco Discovery A | 116.89K | 0.97% | 3.63K |
DFA US Micro Cap I | 111.04K | 0.92% | -1.50K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Aug 28, 2025 | MUDGE FREDERICK N | Vice President, Operations | Sell | $1.78M |
Aug 26, 2025 | Birchall John | Managing Director | Sell | $780.09K |
Aug 11, 2025 | McKertcher Terry B | Vice President, Operations | Sell | $130.37K |
Aug 11, 2025 | McKertcher Terry B | Vice President, Operations | Sell | $259.07K |
Jun 26, 2025 | HOGLUND PETER G | Vice Pres, Global Service | Sell | - |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q3 | - | 4 |
2025 Q2 | - | 31 |
2025 Q1 | - | 2 |
2024 Q4 | - | 24 |
2024 Q3 | - | 34 |
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