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 445 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
50
shares
|
$16,300
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
50
shares
|
$16,300
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
50
shares
|
$16,300
0.0% of portfolio
|
Q2 2025
Reduced 48.98%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
50
shares
|
$16,300
0.0% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
42
shares
|
$13,692
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
40
shares
|
$13,040
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
40
shares
|
$13,040
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
35
shares
|
$11,410
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
35
shares
|
$11,410
0.0% of portfolio
|
Q3 2025
Reduced 51.39%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
35
shares
|
$11,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
34
shares
|
$11,084
0.0% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
34
shares
|
$11,084
0.0% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
29
shares
|
$9,454
0.0% of portfolio
|
Q4 2024
Reduced 39.58%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
29
shares
|
$9,454
0.0% of portfolio
|
Q3 2025
Reduced 87.34%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
29
shares
|
$9,454
0.0% of portfolio
|
Q3 2025
Reduced 73.39%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
29
shares
|
$9,454
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
25
shares
|
$8,150
0.0% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
23
shares
|
$7,498
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
23
shares
|
$7,498
0.0% of portfolio
|
Q2 2025
Added 27.78%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
19
shares
|
$6,194
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
19
shares
|
$6,194
0.0% of portfolio
|
Q1 2025
Added 280.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
14
shares
|
$4,564
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
14
shares
|
$4,564
0.0% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
9
shares
|
$2,934
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
8
shares
|
$2,608
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|