Institutional Ownership Powell Industries Inc (POWL)
This table provides information about the institutional ownership of Powell Industries Inc (POWL). We have compiled data on the 443 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
1,210
shares
|
$394,460
0.0% of portfolio
|
Q3 2025
Reduced 66.61%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
1,200
shares
|
$391,200
0.0% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,196
shares
|
$389,896
0.0% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
1,195
shares
|
$389,570
0.05% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,195
shares
|
$389,570
0.0% of portfolio
|
Q3 2025
Reduced 15.01%
|
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
Nov 14, 2025 Q3 2025 |
1,191
shares
|
$388,266
0.17% of portfolio
|
Q2 2025
Reduced 99.41%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
1,177
shares
|
$383,702
0.0% of portfolio
|
Q2 2025
Reduced 43.25%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,177
shares
|
$383,702
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
1,151
shares
|
$375,226
0.01% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
1,129
shares
|
$368,054
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
1,124
shares
|
$366,424
0.24% of portfolio
|
Q4 2025
Reduced 3.19%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
1,118
shares
|
$364,468
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
1,099
shares
|
$358,274
0.08% of portfolio
|
Q3 2025
Reduced 69.22%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,083
shares
|
$353,058
0.0% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,073
shares
|
$349,798
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
1,070
shares
|
$348,820
0.01% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
1,061
shares
|
$345,886
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
1,056
shares
|
$344,256
0.01% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
1,055
shares
|
$343,930
0.0% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
1,048
shares
|
$341,648
0.01% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,036
shares
|
$337,736
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$326,000
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
995
shares
|
$324,370
0.0% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
981
shares
|
$319,806
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
972
shares
|
$316,872
0.04% of portfolio
|
Q3 2025
Reduced 3.67%
|
|