Institutional Ownership Powell Industries Inc (POWL)
This table provides information about the institutional ownership of Powell Industries Inc (POWL). We have compiled data on the 408 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
19
shares
|
$5,133
0.0% of portfolio
|
Q1 2025
Added 280.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
17
shares
|
$4,593
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
15
shares
|
$4,052
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
14
shares
|
$3,782
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
13
shares
|
$3,512
0.0% of portfolio
|
Q2 2025
Reduced 89.76%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
9
shares
|
$2,431
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
8
shares
|
$2,161
0.0% of portfolio
|
Q3 2024
Reduced 83.67%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
7
shares
|
$1,891
0.0% of portfolio
|
Q1 2025
Reduced 99.68%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
6
shares
|
$1,621
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
6
shares
|
$1,621
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
6
shares
|
$1,621
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5
shares
|
$1,350
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4
shares
|
$1,080
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
4
shares
|
$1,080
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
4
shares
|
$1,080
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
3
shares
|
$810
0.0% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
3
shares
|
$810
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
3
shares
|
$810
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
2
shares
|
$540
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
2
shares
|
$540
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2
shares
|
$540
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
2
shares
|
$540
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
2
shares
|
$540
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2
shares
|
$540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$540
0.0% of portfolio
|
Q1 2025
New holding
|