Powell Industries Inc (POWL) Ownership

181.30 ↑5.41 (3.08%)

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 1.6 million shares. Combined, the top 50 institutional holders of POWL own 102.37% of the company with a total of 12.3 million shares.

In the latest ownership report on December 31st 2024, the top 50 institutional holders increased their combined ownership of POWL by 306 thousand shares. 13 institutions bought 730,874 total additional shares and increased their ownership by an average of 133.86%. However 7 institutions sold 424,701 total shares and decreased their ownership by an average of 20.12%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Powell Industries increased by a net total of 306,173 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	13.494%	-2.733%	1,628,009	-45,750	2024-12-31
BlackRock Inc	12.995%	7.262%	1,567,746	106,135	2024-12-31
Vanguard Group Inc	5.703%	3.770%	688,058	24,997	2024-12-31
Morgan Stanley - Brokerage Accounts	5.073%	13.782%	612,005	74,132	2024-12-31
Dimensional Fund Advisors, Inc.	3.981%	-12.148%	480,323	-66,420	2024-12-31
State Street Corp	3.025%	0.610%	364,929	2,212	2024-12-31
American Century Companies Inc	2.916%	8.324%	351,750	27,029	2024-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	2.469%	5.677%	297,868	16,002	2024-12-31
Amvescap Plc.	2.198%	134.038%	265,139	151,850	2024-12-31
Geode Capital Management, LLC	1.859%	-12.757%	224,258	-32,791	2024-12-31
Goldman Sachs Group Inc	1.829%	97.765%	220,696	109,101	2024-12-31
Renaissance Technologies Corp	1.310%	-53.013%	158,035	-178,300	2024-12-31
Arrowstreet Capital Limited Partnership	1.252%	-32.492%	151,055	-72,705	2024-12-31
UBS Group AG	1.021%	632.671%	123,206	106,390	2024-12-31
First Trust Advisors L.P.	1.018%	24.083%	122,825	23,839	2024-12-31
Northern Trust Corp	0.968%	15.713%	116,823	15,864	2024-12-31
Nuveen Asset Management, LLC	0.792%	-15.499%	95,494	-17,515	2024-12-31
Charles Schwab Investment Management Inc	0.783%	0.679%	94,482	637	2024-12-31
BNP Paribas Arbitrage, SA	0.678%	795.861%	81,819	72,686	2024-12-31
Bank of New York Mellon Corp	0.670%	-12.194%	80,793	-11,220	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Carnick & Kubik Group, LLC	13.494%	-2.733%	1,628,009	-45,750	2024-12-31
BlackRock Inc	12.995%	7.262%	1,567,746	106,135	2024-12-31
Vanguard Group Inc	5.703%	3.770%	688,058	24,997	2024-12-31
Morgan Stanley - Brokerage Accounts	5.073%	13.782%	612,005	74,132	2024-12-31
Dimensional Fund Advisors, Inc.	3.981%	-12.148%	480,323	-66,420	2024-12-31
Pacer Advisors, INC.	3.211%	-18.132%	385,888	-85,465	2024-09-30
State Street Corp	3.025%	0.610%	364,929	2,212	2024-12-31
State Street Corporation	2.936%	3.483%	351,912	11,843	2024-03-31
American Century Companies Inc	2.916%	8.324%	351,750	27,029	2024-12-31
Mirae Asset Global Investments (Korea) Co Ltd	2.595%	-15.902%	311,092	-58,825	2024-03-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	2.469%	5.677%	297,868	16,002	2024-12-31
Amvescap Plc.	2.198%	134.038%	265,139	151,850	2024-12-31
FMR Inc	2.146%	75.319%	257,245	110,515	2024-06-30
Geode Capital Management, LLC	1.859%	-12.757%	224,258	-32,791	2024-12-31
Goldman Sachs Group Inc	1.829%	97.765%	220,696	109,101	2024-12-31
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
Renaissance Technologies Corp	1.310%	-53.013%	158,035	-178,300	2024-12-31
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
Arrowstreet Capital Limited Partnership	1.252%	-32.492%	151,055	-72,705	2024-12-31
Adage Capital Partners Gp LLC	1.247%	0.000%	149,503	149,503	2024-06-30
Millennium Management LLC	1.143%	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	1.122%	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
UBS Group AG	1.021%	632.671%	123,206	106,390	2024-12-31
First Trust Advisors L.P.	1.018%	24.083%	122,825	23,839	2024-12-31
Jacobs Levy Equity Management, Inc.	1.007%	16.590%	120,729	17,179	2024-06-30
Northern Trust Corp	0.968%	15.713%	116,823	15,864	2024-12-31
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
AQR Capital Management LLC	0.836%	262.253%	99,116	71,755	2023-06-30
Victory Capital Management Inc.	0.820%	1,119.270%	98,590	90,504	2024-09-30
Nuveen Asset Management, LLC	0.792%	-15.499%	95,494	-17,515	2024-12-31
Franklin Resources Inc	0.800%	4.983%	94,700	4,495	2022-12-31
Charles Schwab Investment Management Inc	0.783%	0.679%	94,482	637	2024-12-31
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
BNP Paribas Arbitrage, SA	0.678%	795.861%	81,819	72,686	2024-12-31
Bank of New York Mellon Corp	0.670%	-12.194%	80,793	-11,220	2024-12-31
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
Baird Financial Group, Inc.	0.438%	8.524%	52,835	4,150	2024-09-30

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 599 thousand shares. Combined, the top 47 mutual fund holders of POWL own 49.44% of the company with a total of 5.9 million shares.

In the latest ownership report on February 28th 2025, the top 47 fund holders increased their combined ownership of POWL by 87 thousand shares. 2 funds bought 897 total additional shares and increased their ownership by an average of 0.28%. However 7 funds sold 88,269 total shares and decreased their ownership by an average of 7.76%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Powell Industries decreased by a net total of -87,372 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	4.964%	-0.025%	598,925	-150	2025-02-28
Vanguard Total Stock Mkt Idx Inv	2.520%	0.070%	304,029	214	2025-02-28
iShares Russell 2000 ETF	2.002%	-1.165%	241,481	-2,847	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	1.175%	0.484%	141,710	683	2025-02-28
Global X US Infrastructure Dev ETF	0.778%	-0.202%	93,815	-190	2025-02-28
iShares S&P Small-Cap 600 Growth ETF	0.716%	0.000%	86,337	0	2025-02-28
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.693%	-0.108%	83,578	-90	2025-02-28
iShares Russell 2000 Growth ETF	0.691%	-0.117%	83,387	-98	2025-02-28
Avantis US Small Cap Value ETF	0.669%	-50.923%	80,704	-83,738	2025-02-28
Vanguard Tax-Managed Small Cap Adm	0.534%	-1.764%	64,381	-1,156	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	4.964%	-0.025%	598,925	-150	2025-02-28
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	2.520%	0.070%	304,029	214	2025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	2.291%	0.000%	271,733	0	2023-03-31
iShares Russell 2000 ETF	2.002%	-1.165%	241,481	-2,847	2025-02-28
First Trust RBA Amer Indl RenaisTM ETF	1.290%	0.215%	155,606	334	2025-02-27
Vanguard Institutional Extnd Mkt Idx Tr	1.175%	0.484%	141,710	683	2025-02-28
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	0.933%	0.000%	112,544	0	2025-01-31
iShares S&P Small-Cap 600 Value ETF	0.925%	0.000%	109,682	0	2023-11-30
Invesco Discovery A	0.874%	0.000%	105,489	0	2025-01-31
Invesco OFI Small Cap Growth	0.874%	0.000%	105,489	105,489	2024-12-31
Heartland Value Plus Investor	0.836%	-42.857%	100,000	-75,000	2023-11-30
DFA US Small Cap I	0.794%	0.000%	95,807	0	2025-01-31
Lord Abbett High Yield Opportunistic	0.798%	0.000%	95,470	95,470	2023-12-31
Franklin MicroCap Value A	0.800%	0.000%	94,700	0	2022-12-31
Fidelity Small Cap Index	0.779%	-0.844%	93,983	-800	2024-12-31
Global X US Infrastructure Dev ETF	0.778%	-0.202%	93,815	-190	2025-02-28
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
iShares S&P Small-Cap 600 Growth ETF	0.716%	0.000%	86,337	0	2025-02-28
DFA US Small Cap Value I	0.718%	0.000%	86,045	0	2024-07-31
iShares Russell 2000 Value ETF	0.704%	-0.133%	84,375	-112	2024-05-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.693%	-0.108%	83,578	-90	2025-02-28
iShares Russell 2000 Growth ETF	0.691%	-0.117%	83,387	-98	2025-02-28
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
Avantis US Small Cap Value ETF	0.669%	-50.923%	80,704	-83,738	2025-02-28
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
Nuveen Quant Small Cap Equity R6	0.590%	-0.697%	71,210	-500	2025-01-31
SPDR® S&P 600 Small Cap Value ETF	0.592%	0.206%	70,222	144	2023-08-31
Stephens Small Cap Growth	0.580%	17.810%	69,938	10,573	2024-12-31
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
Royce Value Trust	0.546%	-6.071%	65,493	-4,233	2024-03-31
Vanguard Tax-Managed Small Cap Adm	0.534%	-1.764%	64,381	-1,156	2025-02-28
DFA US Targeted Value I	0.526%	0.000%	63,400	0	2025-01-31
Goldman Sachs Small Cp Val Insghts Instl	0.528%	-12.240%	63,215	-8,817	2023-10-31
Royce Small-Cap Trust	0.500%	-3.261%	60,343	-2,034	2024-12-31
Fidelity US Focused Stock Class F	0.501%	0.000%	60,000	0	2024-06-30
Fidelity US Focused Stock B	0.498%	0.000%	60,000	0	2024-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.470%	-7.071%	56,510	-4,300	2024-12-31