Who Owns POWL?

Powell Industries, Inc. — Institutional Ownership & 13F Holdings

$258.94

+6.18 (+2.45%)

Market Cap

$8.8B

Shares Outstanding

36,426,849

Institutional Holders

333

Total Inst. Value

$1.9B

% of Float Held

120.8%

QoQ Holder Change

+144

Institutional data as of Q1 2025

New Positions

85

Closed Positions

73

Increased

120

Decreased

98

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Transform Wealth, LLC$277.3M1,627,909
2BlackRock, Inc.$248.4M1,458,360
3NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew$145.6M855
4VANGUARD GROUP INC$118.9M697,887
5MORGAN STANLEY$105.2M617,492
6DIMENSIONAL FUND ADVISORS LP$82.2M482,786
7STATE STREET CORP$59.4M348,944
8FIRST TRUST ADVISORS LP$48.0M281,609
9Invesco Ltd.$47.0M275,979
10GEODE CAPITAL MANAGEMENT, LLC$39.5M231,990

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Frequently Asked Questions

How many institutional investors hold POWL?

As of Q1 2025, 333 institutional investors report holding POWL (Powell Industries, Inc.) in their 13F filings.

What percentage of Powell Industries, Inc. is owned by institutions?

Institutional investors hold approximately 120.8% of Powell Industries, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most POWL?

The largest institutional holder of POWL is Transform Wealth, LLC with $277.3M in shares.

Are institutions buying or selling POWL?

This quarter, 85 institutions opened new positions in POWL and 73 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.