POWELL INDUSTRIES INC - Common Stock (POWL) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
POWL on Nasdaq
Shares outstanding
12,067,538
Price per share
$318.78
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
12,518,449
Total reported value
$3,815,500,881
% of total 13F portfolios
0.01%
Share change
+1,531,279
Value change
+$479,532,237
Number of holders
403
Price from insider filings
$318.78
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of POWELL INDUSTRIES INC - Common Stock (POWL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 5.9% $218,123,560 715,605 First Trust Portfolios L.P. 30 Sep 2025
Kovitz Investment Group Partners, LLC 0% -96% $737,640 -$495,456,158 2,420 -100% Kovitz Investment Group Partners, LLC 31 Oct 2025

As of 30 Sep 2025, 403 institutional investors reported holding 12,518,449 shares of POWELL INDUSTRIES INC - Common Stock (POWL). This represents 104% of the company’s total 12,067,538 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of POWELL INDUSTRIES INC - Common Stock (POWL) together control 75% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Kovitz Investment Group Partners, LLC 19% 2,314,474 +42% 2.8% $705,474,820
BlackRock, Inc. 11% 1,375,098 -1.5% 0.01% $419,143,657
VANGUARD GROUP INC 5.8% 700,223 -0.7% 0% $213,434,972
FIRST TRUST ADVISORS LP 5.1% 615,067 +66% 0.14% $187,478,572
DIMENSIONAL FUND ADVISORS LP 3.1% 368,312 -9.9% 0.02% $112,261,336
STATE STREET CORP 2.9% 352,768 +0.19% 0% $107,527,214
Invesco Ltd. 2.9% 348,091 +2.4% 0.02% $106,101,619
Fisher Asset Management, LLC 2.5% 300,496 +50% 0.03% $91,594,184
MORGAN STANLEY 2.5% 296,464 +75% 0.01% $90,365,756
Voss Capital, LP 2.4% 295,000 +60% 5.2% $89,918,950
GEODE CAPITAL MANAGEMENT, LLC 2% 238,570 +0.36% 0% $72,728,580
GW&K Investment Management, LLC 1.9% 224,507 +24% 0.61% $68,434,000
FEDERATED HERMES, INC. 1.5% 179,019 +18% 0.1% $54,566,781
UBS Group AG 1.3% 158,247 +6.3% 0.01% $48,235,268
Portolan Capital Management, LLC 1.2% 148,245 -13% 2.4% $45,186,558
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.2% 142,762 1.4% $43,515,285
RAYMOND JAMES FINANCIAL INC 1% 126,134 -2.6% 0.01% $38,446,682
Rockefeller Capital Management L.P. 1% 124,568 -0.24% 0.07% $37,969,833
NORTHERN TRUST CORP 1% 123,539 +3.8% 0% $37,655,922
Ophir Asset Management Pty Ltd 1% 121,240 -35% 4.6% $36,955,164
ENGINE NO. 1 LLC 0.99% 119,000 0% 41% $36,272,390
JANUS HENDERSON GROUP PLC 0.97% 116,838 +547% 0.02% $35,619,427
JACOBS LEVY EQUITY MANAGEMENT, INC 0.91% 110,356 -7% 0.13% $33,637,612
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.84% 101,599 +0.74% 0.05% $30,968,164
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.81% 97,548 +0.77% 0% $29,733,606

Institutional Holders of POWELL INDUSTRIES INC - Common Stock (POWL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 41,511 $13,449,484 -$1,670,578 $318.78 18
2025 Q3 12,518,449 $3,815,500,881 +$479,532,237 $304.81 403
2025 Q2 10,985,610 $2,316,259,646 +$366,796,540 $210.45 367
2025 Q1 10,895,295 $1,856,971,965 +$23,885,547 $170.33 335
2024 Q4 10,763,468 $2,387,337,758 -$80,683,813 $221.65 343
2024 Q3 10,905,765 $2,422,294,249 -$120,550,772 $221.99 317
2024 Q2 11,535,751 $1,654,239,923 +$301,443,181 $143.40 263
2024 Q1 9,178,636 $1,305,915,365 +$198,240,342 $142.30 236
2023 Q4 8,036 $710,382 +$375,965 $88.40 1
2023 Q3 8,061,329 $670,047,939 +$27,931,500 $82.90 161
2023 Q2 7,734,613 $468,642,849 +$9,325,874 $60.59 143
2023 Q1 7,822,039 $333,102,847 +$10,546,372 $42.59 115
2022 Q4 7,394,762 $260,159,427 +$13,503,711 $35.18 101
2022 Q3 7,145,992 $150,629,864 -$5,067,576 $21.08 74
2022 Q2 7,416,748 $173,331,582 -$61,894,582 $23.37 85
2022 Q1 10,126,110 $196,696,073 -$6,350,355 $19.42 85
2021 Q4 10,264,871 $302,434,938 -$43,071 $29.49 97
2021 Q3 10,134,477 $248,952,476 +$46,334,544 $24.57 100
2021 Q2 7,886,019 $244,053,721 +$4,542,688 $30.95 106
2021 Q1 8,074,905 $273,500,324 +$5,924,187 $33.87 110
2020 Q4 7,912,063 $233,481,955 +$8,107,832 $29.49 112
2020 Q3 7,493,242 $180,961,831 -$5,618,340 $24.13 113
2020 Q2 7,894,504 $216,231,899 +$2,855,205 $27.39 119
2020 Q1 7,468,322 $191,644,581 -$14,918,058 $25.67 118
2019 Q4 7,862,506 $385,018,814 +$9,773,640 $48.99 139
2019 Q3 7,683,627 $300,792,932 +$7,017,080 $39.15 128
2019 Q2 7,523,317 $285,659,246 +$6,726,285 $38.00 111
2019 Q1 7,414,061 $196,890,127 +$1,709,733 $26.55 94
2018 Q4 7,356,885 $184,012,851 -$7,416,046 $25.01 94
2018 Q3 7,488,058 $271,374,155 +$28,840 $36.26 104
2018 Q2 7,511,122 $261,608,926 -$4,637,577 $34.83 112
2018 Q1 7,665,087 $205,764,055 +$6,403,189 $26.84 104
2017 Q4 7,395,161 $211,908,421 +$5,159,236 $28.65 102
2017 Q3 7,138,970 $214,080,476 -$2,088,996 $29.99 92
2017 Q2 7,224,463 $231,108,925 -$1,562,549 $31.99 99
2017 Q1 7,150,227 $246,253,251 +$36,806,046 $34.44 102
2016 Q4 7,100,881 $276,957,822 -$4,694,490 $39.00 115
2016 Q3 7,215,563 $288,661,109 -$2,207,623 $40.05 114
2016 Q2 7,272,507 $286,076,790 +$12,507,146 $39.34 110
2016 Q1 7,028,924 $210,329,268 -$12,985,142 $29.81 97
2015 Q4 7,493,081 $195,084,293 -$6,244,191 $26.03 89
2015 Q3 7,752,169 $233,338,384 -$16,198,632 $30.10 89
2015 Q2 7,974,246 $280,252,365 -$5,188,550 $35.17 93
2015 Q1 8,314,833 $280,912,806 -$6,688,934 $33.77 97
2014 Q4 8,210,979 $402,743,712 +$563,042 $49.07 107
2014 Q3 8,516,190 $347,968,176 -$5,480,855 $40.86 103
2014 Q2 8,288,839 $541,375,348 +$6,646,688 $65.38 121
2014 Q1 8,152,290 $528,186,288 -$1,007,025 $64.80 124