Who owns POWL (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 250 added or opened and 45 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, Kovitz Investment Group Partners, LLC, sizes it at 16.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 16.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 476 tracked filers holding POWL, 257 increased or opened the position and 225 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 39
- VANGUARD CAPITAL MANAGEMENT LLC$230M
- VANGUARD PORTFOLIO MANAGEMENT LLC$208M
- VANGUARD FIDUCIARY TRUST CO$36M
- Encompass Capital Advisors LLC$22M
- JENNISON ASSOCIATES LLC$14M
- Walleye Trading LLC$11M
Full exits 20
- VANGUARD GROUP INC$200M
- LORD, ABBETT & CO. LLC$29M
- SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$27M
- NEOS Investment Management LLC$24M
- Broad Bay Capital Management, LP$22M
- Qube Research & Technologies Ltd$10M
Largest adds
- BlackRock, Inc.$248M
- FIRST TRUST ADVISORS LP$112M
- MORGAN STANLEY$86M
- STATE STREET CORP$84M
- JANE STREET GROUP, LLC$83M
- JANUS HENDERSON GROUP PLC$75M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$65M
- Voss Capital, LP$38M
- Squarepoint Ops LLC$12M
- RPG Investment Advisory, LLC$11M
- CIBC WORLD MARKET INC.$4M
- GKV Capital Management Co., Inc.$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 1,286,063 | $696M | 11.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 516,551 | $279M | 4.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 424,609 | $230M | 3.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 383,599 | $208M | 3.5% | 2026-Q1 |
| STATE STREET CORP added | 362,437 | $196M | 3.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 323,595 | $175M | 2.9% | 2026-Q1 |
| MORGAN STANLEY added | 271,996 | $147M | 2.5% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 256,915 | $139M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 242,857 | $131M | 2.2% | 2026-Q1 |
| Invesco Ltd. added | 233,562 | $126M | 2.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 224,966 | $122M | 2.0% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 200,535 | $109M | 1.8% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 156,752 | $85M | 1.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 154,401 | $84M | 1.4% | 2026-Q1 |
| UBS Group AG added | 146,142 | $79M | 1.3% | 2026-Q1 |
| Voss Capital, LP trimmed | 136,000 | $74M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 126,455 | $68M | 1.1% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 123,940 | $67M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 112,416 | $61M | 1.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 99,917 | $54M | 0.9% | 2026-Q1 |
| Capital World Investors added | 95,847 | $52M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 93,752 | $51M | 0.9% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 93,640 | $51M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 90,797 | $49M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 88,227 | $48M | 0.8% | 2026-Q1 |
| Tidal Investments LLC added | 87,643 | $47M | 0.8% | 2026-Q1 |
| Tema ETFs LLC added | 84,682 | $46M | 0.8% | 2026-Q1 |
| Portolan Capital Management, LLC trimmed | 75,830 | $41M | 0.7% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 75,331 | $41M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 75,830 | $40M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 73,259 | $40M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 66,206 | $36M | 0.6% | 2026-Q1 |
| TCW GROUP INC added | 65,364 | $35M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 65,051 | $35M | 0.6% | 2026-Q1 |
| Vision One Management Partners, LP added | 64,983 | $35M | 0.6% | 2026-Q1 |
| Baird Financial Group, Inc. added | 64,250 | $35M | 0.6% | 2026-Q1 |
| Stephens Investment Management Group LLC trimmed | 59,777 | $32M | 0.5% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 52,294 | $29M | 0.5% | 2026-Q1 |
| Driehaus Capital Management LLC added | 50,358 | $27M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 42,190 | $23M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 41,257 | $22M | 0.4% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 41,220 | $22M | 0.4% | 2026-Q1 |
| Hodges Capital Management Inc. trimmed | 40,793 | $22M | 0.4% | 2026-Q1 |
| Encompass Capital Advisors LLC new | 40,000 | $22M | 0.4% | 2026-Q1 |
| Aperture Investors, LLC trimmed | 39,466 | $21M | 0.4% | 2026-Q1 |
| Carnegie Investment Counsel trimmed | 36,376 | $20M | 0.3% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 35,851 | $19M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 34,694 | $19M | 0.3% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ trimmed | 34,157 | $18M | 0.3% | 2026-Q1 |
| WINTON GROUP Ltd added | 30,355 | $16M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 29,551 | $16M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 29,544 | $16M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 29,232 | $16M | 0.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 29,081 | $16M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 28,832 | $16M | 0.3% | 2026-Q1 |
| DANSKE BANK A/S trimmed | 27,947 | $15M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 30,077 | $15M | 0.3% | 2026-Q1 |
| Venture Visionary Partners LLC trimmed | 27,904 | $15M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 25,718 | $14M | 0.2% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 25,594 | $14M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 25,158 | $14M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 24,822 | $13M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 24,337 | $13M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 23,078 | $12M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 22,824 | $12M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 22,263 | $12M | 0.2% | 2026-Q1 |
| Granite Investment Partners, LLC trimmed | 21,909 | $12M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 20,706 | $11M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 20,627 | $11M | 0.2% | 2026-Q1 |
| Walleye Trading LLC added | 20,480 | $11M | 0.2% | 2026-Q1 |
| RPG Investment Advisory, LLC trimmed | 57,989 | $10M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 19,220 | $10M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 19,100 | $10M | 0.2% | 2026-Q1 |
| Nicholas Investment Partners, LP added | 18,520 | $10M | 0.2% | 2026-Q1 |
| ADVISORS MANAGEMENT GROUP INC /ADV trimmed | 18,381 | $10M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 17,836 | $10M | 0.2% | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 17,485 | $9M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 17,455 | $9M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 16,524 | $9M | 0.2% | 2026-Q1 |
| Private Advisory Group LLC trimmed | 16,477 | $9M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 16,199 | $9M | 0.1% | 2026-Q1 |
| Vest Financial, LLC added | 15,812 | $9M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 15,505 | $8M | 0.1% | 2026-Q1 |
| Man Group plc trimmed | 15,420 | $8M | 0.1% | 2026-Q1 |
| Munro Partners new | 14,680 | $8M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 14,235 | $8M | 0.1% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 14,009 | $8M | 0.1% | 2026-Q1 |
| Quantum Private Wealth, LLC trimmed | 13,414 | $7M | 0.1% | 2026-Q1 |
| Pier Capital, LLC trimmed | 13,358 | $7M | 0.1% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC added | 2,314,474 | $705M | 11.8% | 2025-Q3 stale |
| Transform Wealth, LLC trimmed | 1,627,909 | $277M | 4.7% | 2025-Q1 stale |
| VANGUARD GROUP INC trimmed | 628,399 | $200M | 3.4% | 2025-Q4 stale |
| Ophir Asset Management Pty Ltd trimmed | 121,240 | $37M | 0.6% | 2025-Q3 stale |
| ENGINE NO. 1 LLC | 119,000 | $36M | 0.6% | 2025-Q3 stale |
| LORD, ABBETT & CO. LLC added | 92,524 | $29M | 0.5% | 2025-Q4 stale |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC trimmed | 84,963 | $27M | 0.5% | 2025-Q4 stale |
| NEOS Investment Management LLC added | 76,338 | $24M | 0.4% | 2025-Q4 stale |
| Broad Bay Capital Management, LP | 69,990 | $22M | 0.4% | 2025-Q4 stale |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 66,300 | $20M | 0.3% | 2025-Q3 stale |
| Qube Research & Technologies Ltd added | 31,560 | $10M | 0.2% | 2025-Q4 stale |
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.