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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
11Tracked holders
0Δ holders
1.00MShares held
$170.37MReported value
+1New positions
−1Exits
Falling Conviction score 31/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -12.9% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

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 · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors (passive) 348.94K -4.4% $59.44M 0.0% ▼ Trim 2 SEC ↗
2 Geode Capital Management (passive) 231.99K +3.5% $39.52M 0.0% ▲ Add 4 SEC ↗
3 Geode Capital Management (passive) 231.99K +3.5% $39.52M 0.0% ▲ Add 4 SEC ↗
4 Fisher Asset Management 200.25K New $34.11M 0.0% New 1 SEC ↗
5 Citadel Advisors 63.17K +100.8% $10.76M 0.0% ▲ Add 4 SEC ↗
6 Citadel Advisors 63.17K +100.8% $10.76M 0.0% ▲ Add 4 SEC ↗
7 Renaissance Technologies 48.53K -69.3% $8.27M 0.0% ▼ Trim 4 SEC ↗
8 AQR Capital Management 45.29K -27.3% $7.71M 0.0% ▼ Trim 4 SEC ↗
9 AQR Capital Management 45.29K -27.3% $7.71M 0.0% ▼ Trim 4 SEC ↗
10 AQR Capital Management 45.29K -27.3% $7.71M 0.0% ▼ Trim 4 SEC ↗
11 AQR Capital Management 45.29K -27.3% $7.71M 0.0% ▼ Trim 4 SEC ↗
12 AQR Capital Management 45.29K -27.3% $7.71M 0.0% ▼ Trim 4 SEC ↗
13 D. E. Shaw & Co. 23.98K -56.1% $4.08M 0.0% ▼ Trim 4 SEC ↗
14 D. E. Shaw & Co. 23.98K -56.1% $4.08M 0.0% ▼ Trim 4 SEC ↗
15 Gotham Asset Management 16.46K -17.2% $2.80M 0.0% ▼ Trim 4 SEC ↗
16 Millennium Management 10.15K -86.1% $1.73M 0.0% ▼ Trim 4 SEC ↗
17 T. Rowe Price 7.37K +15.6% $1.26M 0.0% ▲ Add 4 SEC ↗
18 Two Sigma Investments 4.02K +38.3% $684,045 0.0% ▲ Add 4 SEC ↗

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

New buyers

Fisher Asset Management $34.11M 0.0%

Exited

Arrowstreet Capital $33.48M was 0.0%

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: Q1 2025 · Methodology · Get this via the API