Who owns Powell Industries (POWL)?
142 holders named in SEC filings declare between 62.9% and 79.0% of Powell Industries' shares outstanding, as of Oct 1, 2026. The largest are BlackRock (9.9%), Vanguard (8.4%) and Thomas W. Powell (6.0%); the five largest hold 30.9% together. Another 445 institutions hold small positions worth 4.4%. At least 16.7% of the shares appear in no ownership filing: investors who do not have to report, mostly individuals. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 8.3% and sold 10.9% of the shares, a net sale of 2.6%; 139 opened a position, 170 added, 200 reduced and 38 sold out. Biggest buyers: Vanguard (+402,193 shares) and Millennium (+177,858 shares). Biggest sellers: BlackRock (-609,560) and Voss Capital, LP (-388,000). Schedule 13D/G filings since Mar 31, 2026: BlackRock, Inc. crossed 5% (9.7%) on Jun 30, 2026 and First Trust Portfolios L.P. fell below 5% (4.6% still declared) on Jun 30, 2026. Directors and officers, from their latest Form 4: Thomas W. Powell (6.0%) and Brett Alan Cope (1.4%). Over time, 572 managers declared Powell Industries in their 13F for Q2 2026, against 141 for Q4 2019: together at most 75.2% of the shares outstanding, against 67.8%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| BlackRock | 13F | 9.9% | Jun 30, 2026 | Q4 2019 or earlier |
| Vanguard | 13F | 8.4% | Jun 30, 2026 | Q4 2019 or earlier |
| Thomas W. Powell | Form 4 | 6.0% | Jun 25, 2026 | — |
| FIRST TRUST ADVISORS LP | 13F | 3.9% | Jun 30, 2026 | Q1 2023 |
| Dimensional | 13F | 2.7% | Jun 30, 2026 | Q4 2019 or earlier |
| State Street | 13F | 2.6% | Jun 30, 2026 | Q4 2019 or earlier |
| Invesco | 13F | 2.1% | Jun 30, 2026 | Q4 2019 or earlier |
| Morgan Stanley | 13F | 2.1% | Jun 30, 2026 | Q4 2019 or earlier |
| Fisher Asset Management, LLC | 13F | 2.0% | Jun 30, 2026 | Q1 2025 |
| Geode Capital | 13F | 1.8% | Jun 30, 2026 | Q4 2019 or earlier |
| Jane Street | 13F | 1.5% | Jun 30, 2026 | Q3 2025 |
| Brett Alan Cope | Form 4 | 1.4% | Oct 1, 2026 | — |
| UBS | 13F | 1.2% | Jun 30, 2026 | Q4 2019 or earlier |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 13F | 1.2% | Jun 30, 2026 | Q4 2019 or earlier |
| GW&K Investment Management, LLC | 13F | 1.1% | Jun 30, 2026 | Q1 2025 |
| FEDERATED HERMES, INC. | 13F | 1.0% | Jun 30, 2026 | Q1 2023 |
| T. Rowe Price | 13F | 0.95% | Jun 30, 2026 | Q1 2024 |
| Janus Henderson | 13F | 0.90% | Jun 30, 2026 | Q3 2023 |
| Goldman Sachs | 13F | 0.85% | Jun 30, 2026 | Q4 2019 or earlier |
| Rockefeller Capital Management L.P. | 13F | 0.82% | Jun 30, 2026 | Q3 2024 |
| Capital Group | 13F | 0.81% | Jun 30, 2026 | Q4 2025 |
| Mirae Asset | 13F | 0.80% | Jun 30, 2026 | Q4 2019 or earlier |
| Tidal Investments LLC | 13F | 0.78% | Jun 30, 2026 | Q4 2024 |
| Tema ETFs LLC | 13F | 0.74% | Jun 30, 2026 | Q4 2024 |
| BNP PARIBAS FINANCIAL MARKETS | 13F | 0.72% | Jun 30, 2026 | Q4 2019 or earlier |
Powell Industries institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 141 | 67.8% | $385.9M | 61.4% |
| Q4 2020 | 112 | 66.7% | $229.3M | 58.3% |
| Q4 2021 | 98 | 88.5% | $305.8M | 65.0% |
| Q4 2022 | 101 | 64.3% | $267.5M | 51.1% |
| Q4 2023 | 177 | 69.6% | $735.7M | 51.5% |
| Q4 2024 | 346 | 89.8% | $2.4B | 51.5% |
| Q4 2025 | 416 | 78.5% | $3.0B | 50.3% |
| Q2 2026 | 572 | 75.2% | $7.8B | 43.6% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.