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Security record · archived quarter

POWL

Powell Industries, Inc. · Industrials · Electrical Equipment & Parts

190.19 +0.6% mkt cap $6.93B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
12Tracked holders
+1Δ holders
1.30MShares held
$288.13MReported value
+1New positions
−0Exits
Rising Conviction score 42/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +9.1% · share flow -3.5% · net new positions +8.3%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 128 +10 19.64M $5.63B +15 −5
Q1 2026 121 +6 6.97M $3.75B +9 −3
Q4 2025 114 +1 6.81M $2.17B +1
Q3 2025 17 -1 3.56M $1.09B −1
Q2 2025 15 +1 3.13M $659.05M +1
Q1 2025 11 0 1.00M $170.37M +1 −1
Q4 2024 11 -2 1.15M $254.62M −2
Q3 2024 12 +1 1.30M $288.13M +1
Q2 2024 11 1.35M $192.97M
Holder count
Who holds it · Q3 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Renaissance Technologies 336.33K -18.7% $74.66M 0.1% ▼ Trim 2 SEC ↗
2 Geode Capital Management (passive) 257.05K +3.9% $57.07M 0.0% ▲ Add 2 SEC ↗
3 Geode Capital Management (passive) 257.05K +3.9% $57.07M 0.0% ▲ Add 2 SEC ↗
4 Arrowstreet Capital 223.76K -9.3% $49.67M 0.0% ▼ Trim 2 SEC ↗
5 Millennium Management 137.88K +1.4% $30.61M 0.0% ▲ Add 2 SEC ↗
6 Wellington Management 135.31K New $30.04M 0.0% New 1 SEC ↗
7 Wellington Management 135.31K New $30.04M 0.0% New 1 SEC ↗
8 Wellington Management 135.31K New $30.04M 0.0% New 1 SEC ↗
9 Citadel Advisors 59.77K +7.6% $13.27M 0.0% ▲ Add 2 SEC ↗
10 Citadel Advisors 59.77K +7.6% $13.27M 0.0% ▲ Add 2 SEC ↗
11 AQR Capital Management 54.10K +10.0% $12.01M 0.0% ▲ Add 2 SEC ↗
12 AQR Capital Management 54.10K +10.0% $12.01M 0.0% ▲ Add 2 SEC ↗
13 AQR Capital Management 54.10K +10.0% $12.01M 0.0% ▲ Add 2 SEC ↗
14 Adage Capital Partners 54.00K -63.9% $11.99M 0.0% ▼ Trim 2 SEC ↗
15 Gotham Asset Management 21.45K -6.4% $4.76M 0.0% ▼ Trim 2 SEC ↗
16 D. E. Shaw & Co. 12.40K -34.6% $2.75M 0.0% ▼ Trim 2 SEC ↗
17 D. E. Shaw & Co. 12.40K -34.6% $2.75M 0.0% ▼ Trim 2 SEC ↗
18 T. Rowe Price 3.06K +2.9% $679,000 0.0% ▲ Add 2 SEC ↗
19 Two Sigma Investments 2.80K 0.0% $621,572 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Wellington Management $30.04M 0.0%
Wellington Management $30.04M 0.0%
Wellington Management $30.04M 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 474 holders, 9.50M shares, $4.87B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 14 Williams Richard E

Director · 2.25K sh · $456,862

Aug 13 COPE BRETT ALAN

Officer, Director · 4.50K sh · $931,545

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Jul 30 SC 13G/A — FIRST TRUST PORTFOLIOS LP

View original SEC filing ↗

Jul 29 SC 13G/A — BlackRock, Inc.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2024 · Methodology · Get this via the API