Who owns Powell Industries (POWL)
Which tracked institutional funds hold POWL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See POWL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on POWL is one-sided between 2026-Q1 and 2026-Q2: 273 added or opened and 76 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
POWL’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes POWL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in POWL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 545 tracked filers holding POWL, 524 increased or opened the position and 100 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in POWL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 45
- Jupiter Topco LLC$94M
- MARSHALL WACE, LLP$15M
- CI INVESTMENTS INC.$10M
- Informed Momentum Co LLC$7M
- Liberty Capital Management, Inc.$7M
- Catalyst Funds Management Pty Ltd$7M
Full exits 48
- JANUS HENDERSON GROUP PLC$122M
- GW&K Investment Management, LLC$109M
- Walleye Trading LLC$11M
- Point72 Asset Management, L.P.$10M
- ADVISORS MANAGEMENT GROUP INC /ADV$10M
- BESSEMER GROUP INC$6M
Largest adds
- BlackRock, Inc.$338M
- VANGUARD PORTFOLIO MANAGEMENT LLC$239M
- VANGUARD CAPITAL MANAGEMENT LLC$137M
- FIRST TRUST ADVISORS LP$129M
- DIMENSIONAL FUND ADVISORS LP$104M
- Invesco Ltd.$94M
Largest trims
- Voss Capital, LP$68M
- TWO SIGMA INVESTMENTS, LP$11M
- Cerity Partners LLC$7M
- BARCLAYS PLC$6M
- Granite Investment Partners, LLC$5M
- Carnegie Investment Counsel$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,608,659 | $1.0B | 14.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,557,700 | $446M | 6.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,426,981 | $409M | 5.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,282,082 | $367M | 5.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 974,940 | $279M | 4.0% | 2026-Q2 |
| STATE STREET CORP added | 955,989 | $274M | 3.9% | 2026-Q2 |
| Invesco Ltd. added | 769,537 | $220M | 3.2% | 2026-Q2 |
| MORGAN STANLEY added | 768,106 | $220M | 3.2% | 2026-Q2 |
| Fisher Asset Management, LLC added | 731,619 | $210M | 3.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 668,799 | $192M | 2.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 562,655 | $161M | 2.3% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 441,456 | $126M | 1.8% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 375,292 | $107M | 1.5% | 2026-Q2 |
| UBS Group AG added | 367,666 | $105M | 1.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 346,701 | $99M | 1.4% | 2026-Q2 |
| Jupiter Topco LLC new | 327,667 | $94M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 308,450 | $88M | 1.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 297,517 | $85M | 1.2% | 2026-Q2 |
| Capital World Investors added | 295,225 | $85M | 1.2% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 292,087 | $84M | 1.2% | 2026-Q2 |
| Tidal Investments LLC added | 282,483 | $81M | 1.2% | 2026-Q2 |
| Tema ETFs LLC added | 268,692 | $77M | 1.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 263,908 | $76M | 1.1% | 2026-Q2 |
| TCW GROUP INC added | 252,633 | $72M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 247,010 | $71M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 223,352 | $64M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 210,886 | $60M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 208,165 | $60M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 199,659 | $57M | 0.8% | 2026-Q2 |
| Baird Financial Group, Inc. added | 199,087 | $57M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 198,724 | $57M | 0.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 198,405 | $57M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 189,745 | $54M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 184,482 | $53M | 0.8% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 179,521 | $51M | 0.7% | 2026-Q2 |
| Encompass Capital Advisors LLC added | 158,899 | $46M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 153,728 | $44M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 145,692 | $42M | 0.6% | 2026-Q2 |
| Portolan Capital Management, LLC added | 145,631 | $42M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 133,093 | $38M | 0.5% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 131,046 | $38M | 0.5% | 2026-Q2 |
| Vision One Management Partners, LP added | 130,054 | $37M | 0.5% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 127,337 | $34M | 0.5% | 2026-Q2 |
| Munro Partners added | 119,502 | $34M | 0.5% | 2026-Q2 |
| RPG Investment Advisory, LLC added | 115,843 | $33M | 0.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 114,002 | $33M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board added | 110,817 | $32M | 0.5% | 2026-Q2 |
| Squarepoint Ops LLC added | 110,166 | $32M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 107,968 | $31M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 105,792 | $30M | 0.4% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 96,763 | $28M | 0.4% | 2026-Q2 |
| Hodges Capital Management Inc. added | 96,447 | $28M | 0.4% | 2026-Q2 |
| WINTON GROUP Ltd added | 92,344 | $26M | 0.4% | 2026-Q2 |
| LOOMIS SAYLES & CO L P added | 84,525 | $24M | 0.3% | 2026-Q2 |
| Driehaus Capital Management LLC added | 82,686 | $24M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 81,723 | $23M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 80,737 | $23M | 0.3% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 78,747 | $23M | 0.3% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 77,414 | $22M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 77,372 | $22M | 0.3% | 2026-Q2 |
| Venture Visionary Partners LLC added | 77,247 | $22M | 0.3% | 2026-Q2 |
| Aperture Investors, LLC added | 74,295 | $21M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 69,288 | $20M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 67,990 | $19M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 67,590 | $19M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 64,894 | $19M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 64,822 | $19M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 63,816 | $18M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 63,006 | $18M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 58,460 | $17M | 0.2% | 2026-Q2 |
| Nicholas Investment Partners, LP added | 58,444 | $17M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 57,957 | $17M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 54,007 | $15M | 0.2% | 2026-Q2 |
| Carnegie Investment Counsel added | 51,852 | $15M | 0.2% | 2026-Q2 |
| ASSETMARK, INC added | 50,365 | $14M | 0.2% | 2026-Q2 |
| DANSKE BANK A/S added | 49,709 | $14M | 0.2% | 2026-Q2 |
| Private Advisory Group LLC added | 49,440 | $14M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 46,839 | $13M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 43,403 | $12M | 0.2% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 42,456 | $12M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 41,102 | $12M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 39,548 | $11M | 0.2% | 2026-Q2 |
| GKV Capital Management Co., Inc. added | 38,989 | $11M | 0.2% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 38,126 | $11M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 37,283 | $11M | 0.2% | 2026-Q2 |
| Quantum Private Wealth, LLC added | 37,182 | $11M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 34,788 | $10M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 34,788 | $10M | 0.1% | 2026-Q2 |
| CI INVESTMENTS INC. new | 33,978 | $10M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 33,773 | $10M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 33,265 | $10M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 33,000 | $9M | 0.1% | 2026-Q2 |
| Pier Capital, LLC added | 32,059 | $9M | 0.1% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC added | 31,002 | $9M | 0.1% | 2026-Q2 |
| Rockline Wealth Management, LLC added | 30,939 | $9M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 29,319 | $8M | 0.1% | 2026-Q2 |
| POLEN CAPITAL MANAGEMENT LLC added | 29,181 | $8M | 0.1% | 2026-Q2 |
| CHATHAM CAPITAL GROUP, INC. added | 29,178 | $8M | 0.1% | 2026-Q2 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC added | 28,668 | $8M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 27,076 | $15M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.