Powell Industries Inc (POWL) Ownership

245.90 ↑17.15 (7.50%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Carnick & Kubik Group, LLC is the biggest individual institutional holder of Powell Industries Inc (POWL), owning a total of 1.7 million shares. Combined, the top 46 institutional holders of POWL own 98.26% of the company with a total of 11.8 million shares.

In the latest ownership report on September 30th 2024, the top 46 institutional holders decreased their combined ownership of POWL by 262 thousand shares. 11 institutions bought 368,940 total additional shares and increased their ownership by an average of 111.95%. However 8 institutions sold 631,257 total shares and decreased their ownership by an average of 18.01%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Powell Industries decreased by a net total of -262,317 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Carnick & Kubik Group, LLC	13.927%	-0.024%	1,673,759	-403	2024-09-30
Vanguard Group Inc	5.517%	2.324%	663,061	15,059	2024-09-30
Dimensional Fund Advisors, Inc.	4.549%	-15.604%	546,743	-101,084	2024-09-30
Morgan Stanley - Brokerage Accounts	4.475%	-6.613%	537,873	-38,087	2024-09-30
Pacer Advisors, INC.	3.211%	-18.132%	385,888	-85,465	2024-09-30
State Street Corp	3.018%	0.947%	362,717	3,403	2024-09-30
Renaissance Technologies Corp	2.799%	-18.727%	336,335	-77,500	2024-09-30
American Century Companies Inc	2.702%	18.344%	324,721	50,333	2024-09-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	2.345%	2.234%	281,866	6,159	2024-09-30
Geode Capital Management, LLC	2.139%	3.918%	257,049	9,692	2024-09-30
Arrowstreet Capital Limited Partnership	1.862%	-9.266%	223,760	-22,851	2024-09-30
Millennium Management LLC	1.147%	1.418%	137,878	1,928	2024-09-30
Wellington Management Company LLP	1.126%	0.000%	135,313	135,313	2024-09-30
Amvescap Plc.	0.943%	75.378%	113,289	48,692	2024-09-30
Nuveen Asset Management, LLC	0.940%	-0.141%	113,009	-159	2024-09-30
Goldman Sachs Group Inc	0.929%	5.365%	111,595	5,682	2024-09-30
Northern Trust Corp	0.840%	2.202%	100,959	2,175	2024-09-30
First Trust Advisors L.P.	0.824%	-75.541%	98,986	-305,708	2024-09-30
Victory Capital Management Inc.	0.820%	1,119.270%	98,590	90,504	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Carnick & Kubik Group, LLC	13.927%	-0.024%	1,673,759	-403	2024-09-30
BlackRock Inc	11.713%	-2.889%	1,407,704	-41,872	2024-06-30
Vanguard Group Inc	5.517%	2.324%	663,061	15,059	2024-09-30
Dimensional Fund Advisors, Inc.	4.549%	-15.604%	546,743	-101,084	2024-09-30
Morgan Stanley - Brokerage Accounts	4.475%	-6.613%	537,873	-38,087	2024-09-30
Pacer Advisors, INC.	3.211%	-18.132%	385,888	-85,465	2024-09-30
State Street Corp	3.018%	0.947%	362,717	3,403	2024-09-30
State Street Corporation	2.936%	3.483%	351,912	11,843	2024-03-31
Renaissance Technologies Corp	2.799%	-18.727%	336,335	-77,500	2024-09-30
American Century Companies Inc	2.702%	18.344%	324,721	50,333	2024-09-30
Mirae Asset Global Investments (Korea) Co Ltd	2.595%	-15.902%	311,092	-58,825	2024-03-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	2.345%	2.234%	281,866	6,159	2024-09-30
FMR Inc	2.146%	75.319%	257,245	110,515	2024-06-30
Geode Capital Management, LLC	2.139%	3.918%	257,049	9,692	2024-09-30
Arrowstreet Capital Limited Partnership	1.862%	-9.266%	223,760	-22,851	2024-09-30
Heartland Advisors Inc	1.741%	-42.142%	208,359	-151,760	2023-09-30
Brandywine Global Investment Mgmt LLC	1.754%	0.933%	207,590	1,918	2022-09-30
Hotchkis & Wiley Capital Management LLC	1.670%	-2.100%	197,670	-4,240	2022-09-30
Acadian Asset Management LLC	1.609%	1.634%	192,543	3,096	2023-12-31
Van Den Berg Management Inc	1.531%	-13.995%	181,572	-29,545	2023-03-31
Man Group PLC	1.312%	5,435.120%	157,308	154,466	2024-03-31
Bank of America Corp	1.290%	601.643%	155,049	132,951	2024-06-30
Adage Capital Partners Gp LLC	1.247%	0.000%	149,503	149,503	2024-06-30
Millennium Management LLC	1.147%	1.418%	137,878	1,928	2024-09-30
Ophir Asset Management Pty Ltd	1.137%	44.967%	136,315	42,283	2024-06-30
Wellington Management Company LLP	1.126%	0.000%	135,313	135,313	2024-09-30
Acuitas Investments, LLC	1.133%	-31.581%	134,080	-61,889	2022-12-31
Qube Research & Technologies	1.098%	81.227%	131,638	59,001	2024-03-31
Jacobs Levy Equity Management, Inc.	1.007%	16.590%	120,729	17,179	2024-06-30
Amvescap Plc.	0.943%	75.378%	113,289	48,692	2024-09-30
Nuveen Asset Management, LLC	0.940%	-0.141%	113,009	-159	2024-09-30
Goldman Sachs Group Inc	0.929%	5.365%	111,595	5,682	2024-09-30
JPMorgan Chase & Co	0.895%	17.592%	107,229	16,042	2024-03-31
Citadel Advisors Llc	0.863%	22,162.000%	102,405	101,945	2023-06-30
Northern Trust Corp	0.840%	2.202%	100,959	2,175	2024-09-30
Bank of New York Mellon Corp	0.830%	1.030%	99,517	1,015	2024-06-30
AQR Capital Management LLC	0.836%	262.253%	99,116	71,755	2023-06-30
First Trust Advisors L.P.	0.824%	-75.541%	98,986	-305,708	2024-09-30
Victory Capital Management Inc.	0.820%	1,119.270%	98,590	90,504	2024-09-30
Franklin Resources Inc	0.800%	4.983%	94,700	4,495	2022-12-31
Royce & Associates, LP	0.774%	6.103%	92,724	5,333	2023-12-31
GlobeFlex Capital, L.P.	0.767%	-3.760%	91,946	-3,592	2023-12-31
EAM Investors, LLC	0.729%	0.000%	86,492	86,492	2022-12-31
ACK Asset Management LLC	0.697%	0.000%	82,500	82,500	2022-12-31
Ameriprise Financial Inc	0.565%	0.030%	66,880	20	2022-09-30
Principal Financial Group Inc	0.476%	0.138%	56,031	77	2022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Powell Industries Inc (POWL), owning a total of 605 thousand shares. Combined, the top 44 mutual fund holders of POWL own 49.96% of the company with a total of 6 million shares.

In the latest ownership report on November 30th 2024, the top 44 fund holders increased their combined ownership of POWL by 1 thousand shares. 2 funds bought 2,049 total additional shares and increased their ownership by an average of 0.49%. However 1 funds sold 1,074 total shares and decreased their ownership by an average of 0.38%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Powell Industries increased by a net total of 975 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.033%	0.000%	604,896	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	2.333%	-0.382%	280,400	-1,074	2024-11-30
Avantis US Small Cap Value ETF	2.277%	0.501%	273,651	1,365	2024-11-30
iShares Russell 2000 ETF	2.189%	0.000%	263,089	0	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.172%	0.488%	140,813	684	2024-11-30
iShares S&P Small-Cap 600 Growth ETF	0.764%	0.000%	91,773	0	2024-11-30
iShares Russell 2000 Growth ETF	0.702%	0.000%	84,352	0	2024-11-30
Vanguard Tax-Managed Small Cap Adm	0.545%	0.000%	65,537	0	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.506%	0.000%	60,810	0	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.033%	0.000%	604,896	0	2024-11-30
Heartland Small-Cap Value Plus Strategy	4.632%	7.179%	547,598	36,677	2022-09-30
Pacer US Small Cap Cash Cows 100 ETF	3.108%	-0.340%	373,558	-1,274	2024-11-29
Vanguard Total Stock Mkt Idx Inv	2.333%	-0.382%	280,400	-1,074	2024-11-30
Global X US Infrastructure Dev ETF	2.318%	0.267%	278,551	741	2024-11-29
Avantis US Small Cap Value ETF	2.277%	0.501%	273,651	1,365	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.291%	0.000%	271,733	0	2023-03-31
iShares Russell 2000 ETF	2.189%	0.000%	263,089	0	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.172%	0.488%	140,813	684	2024-11-30
Vanguard Extended Market Index Investor	1.134%	-0.229%	134,469	-309	2023-08-31
Invesco S&P SmallCap Value with Momt ETF	1.092%	0.000%	129,460	0	2023-05-31
Fidelity Focused Stock	0.968%	-15.329%	116,000	-21,000	2024-06-30
DFA US Micro Cap I	0.936%	0.000%	112,544	0	2024-10-31
iShares S&P Small-Cap 600 Value ETF	0.925%	0.000%	109,682	0	2023-11-30
Heartland Value Plus Investor	0.836%	-42.857%	100,000	-75,000	2023-11-30
DFA US Small Cap I	0.797%	0.000%	95,807	0	2024-10-31
Lord Abbett High Yield Opportunistic	0.798%	0.000%	95,470	95,470	2023-12-31
Fidelity Small Cap Index	0.792%	-0.812%	95,131	-779	2024-09-30
Franklin MicroCap Value A	0.800%	0.000%	94,700	0	2022-12-31
iShares S&P Small-Cap 600 Growth ETF	0.764%	0.000%	91,773	0	2024-11-30
Fidelity® Small Cap Index	0.742%	3.120%	88,775	2,686	2023-10-31
JPMorgan Small Cap Value I	0.733%	0.000%	86,914	0	2023-05-31
DFA US Small Cap Value I	0.718%	0.000%	86,045	0	2024-07-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.710%	0.094%	85,339	80	2024-11-29
iShares Russell 2000 Value ETF	0.704%	-0.133%	84,375	-112	2024-05-30
iShares Russell 2000 Growth ETF	0.702%	0.000%	84,352	0	2024-11-30
First Trust RBA Amer Indl RenaisTM ETF	0.696%	0.601%	83,675	500	2024-11-28
Invesco S&P SmallCap 600® Pure Value ETF	0.707%	0.335%	83,315	278	2022-11-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.680%	-0.146%	81,500	-119	2024-05-30
Nuveen Quant Small Cap Equity R6	0.650%	1.428%	78,110	1,100	2024-10-31
TIAA-CREF Quant Small-Cap Equity Instl	0.635%	2.054%	76,030	1,530	2024-02-29
Fidelity Worldwide	0.626%	-8.537%	75,000	-7,000	2024-06-30
SPDR® S&P 600 Small Cap Value ETF	0.592%	0.206%	70,222	144	2023-08-31
Fidelity Global Innovators Cl F	0.581%	32.984%	69,685	17,284	2023-12-31
BNY Mellon Select Managers Sm Cp Val I	0.561%	-1.523%	66,399	-1,027	2023-02-28
Invesco Dorsey Wright SmallCap Momt ETF	0.554%	0.000%	66,366	0	2024-05-31
Vanguard Tax-Managed Small Cap Adm	0.545%	0.000%	65,537	0	2024-11-30
Royce Value Trust	0.546%	-6.071%	65,493	-4,233	2024-03-31
DFA US Targeted Value I	0.534%	-49.228%	64,228	-62,274	2024-10-31
Goldman Sachs Small Cp Val Insghts Instl	0.528%	-12.240%	63,215	-8,817	2023-10-31
Royce Small-Cap Trust	0.519%	-1.801%	62,377	-1,144	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.506%	0.000%	60,810	0	2024-11-30
Fidelity US Focused Stock Class F	0.501%	0.000%	60,000	0	2024-06-30
Fidelity US Focused Stock B	0.499%	0.000%	60,000	0	2024-06-30