Powell Industries Ownership | Who Owns Powell Industries?

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Powell Industries Ownership Summary

Powell Industries is owned by 91.37% institutional investors, 21.86% insiders. Transform wealth is the largest institutional shareholder, holding 13.59% of POWL shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.02% of its assets in Powell Industries shares.

POWL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Powell Industries	91.37%	21.86%	-13.23%
Sector	Industrials Stocks	64.16%	10.53%	25.31%
Industry	Electrical Equipment Stocks	40.74%	17.21%	42.05%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Transform wealth	1.63M	13.59%	$360.85M
Blackrock	1.41M	11.74%	$201.86M
Vanguard group	648.00K	5.40%	$92.92M
Dimensional fund advisors lp	647.83K	5.40%	$92.90M
Renaissance	413.83K	3.45%	$59.34M
First trust advisors lp	404.69K	3.37%	$58.03M
State street	359.31K	3.00%	$51.53M
Morgan stanley	287.98K	2.40%	$41.30M
Mirae asset global etfs	275.71K	2.30%	$39.54M
American century companies	274.39K	2.29%	$39.35M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Transform wealth	1.63M	20.02%	$360.85M
Engine no. 1	61.37K	9.23%	$8.80M
Ophir asset management pty	136.31K	3.46%	$19.55M
Options solutions	19.71K	1.67%	$2.83M
Ausbil investment management	10.40K	1.54%	$2.56M
Range financial group	13.12K	1.34%	$2.91B
Advisors management group inc /adv	17.21K	0.90%	$3.81M
Globeflex capital l p	59.32K	0.89%	$8.51M
Spirepoint private client	25.33K	0.51%	$3.63M
Navellier & associates	30.28K	0.51%	$4.34M

Top Buyers

Holder	Shares	% Assets	Change
Mirae asset global etfs	275.71K	0.09%	275.71K
Morgan stanley	287.98K	0.00%	154.78K
Adage capital partners gp	149.50K	0.04%	149.50K
Bank of america corp /de/	155.05K	0.00%	132.95K
Fmr	257.25K	0.00%	110.52K

Top Sellers

Holder	Shares	% Assets	Change
Pacer advisors	-	-	-385.89K
Mirae asset global investments	-	-	-311.09K
Goldman sachs group	105.91K	0.00%	-139.32K
Jpmorgan chase	13.33K	0.00%	-93.90K
Cerity partners	-	-	-80.37K

New Positions

Holder	Shares	% Assets	Change	Value
Mirae asset global etfs	275.71K	0.09%	275.71K	$39.54M
Adage capital partners gp	149.50K	0.04%	149.50K	$21.44M
Driehaus capital management	81.30K	0.11%	81.30K	$11.66M
Wcm investment management	62.81K	0.03%	62.81K	$14.26M
Eagle asset management	54.51K	0.04%	54.51K	$7.82M

Sold Out

Holder	Change
Mendota financial group	-1.00
Wr wealth planners	-2.00
Abich financial wealth management	-3.00
Toronto dominion bank	-3.00
1620 investment advisors	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	330	21.77%	10,962,435	-5.01%	91	0.99%	192	24.68%	95	5.56%
Jun 30, 2024	268	9.84%	11,535,370	21.48%	96	1.53%	152	1.33%	89	21.92%
Mar 31, 2024	244	29.79%	9,495,806	14.06%	79	1.63%	150	54.64%	73	15.87%
Dec 31, 2023	188	9.94%	8,325,211	1.10%	69	1.45%	97	6.59%	63	6.78%
Sep 30, 2023	171	14.77%	8,234,877	3.90%	69	1.56%	91	5.81%	59	31.11%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	603.75K	5.02%	288.00
Pacer US Small Cap Cash Cows 100 ETF	373.56K	3.11%	-1.27K
Vanguard Total Stock Mkt Idx Inv	303.12K	2.52%	22.72K
Avantis US Small Cap Value ETF	282.57K	2.35%	132.00
Global X US Infrastructure Dev ETF	275.97K	2.30%	-1.86K
iShares Russell 2000 ETF	251.00K	2.09%	-975.00
Vanguard Institutional Extnd Mkt Idx Tr	140.54K	1.17%	-272.00
DFA US Micro Cap I	112.54K	0.94%	-
DFA US Small Cap I	95.81K	0.80%	-
Fidelity Small Cap Index	95.50K	0.79%	364.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 04, 2024	Mauney William Marshall Jr	Vice President, R&D	Sell	$198.04K
Dec 04, 2024	Mauney William Marshall Jr	Vice President, R&D	Sell	$86.12K
Dec 04, 2024	Birchall John	Managing Director	Sell	$493.00K
Dec 04, 2024	McKertcher Terry B	Vice President, Operations	Sell	$493.00K
Nov 08, 2024	POWELL THOMAS W	-	Sell	$402.11K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	24
2024 Q3	-	34
2024 Q2	-	20
2024 Q1	-	46
2023 Q4	-	15

POWL Ownership FAQ

Who Owns Powell Industries?

Powell Industries shareholders are primarily institutional investors at 91.37%, followed by 21.86% insiders and -13.23% retail investors. The average institutional ownership in Powell Industries's industry, Electrical Equipment Stocks, is 40.74%, which Powell Industries exceeds.

Who owns the most shares of Powell Industries?

Powell Industries’s largest shareholders are Transform wealth (1.63M shares, 13.59%), Blackrock (1.41M shares, 11.74%), and Vanguard group (648K shares, 5.40%). Together, they hold 30.73% of Powell Industries’s total shares outstanding.

Does Blackrock own Powell Industries?

Yes, BlackRock owns 11.74% of Powell Industries, totaling 1.41M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 201.86M$. In the last quarter, BlackRock decreased its holdings by -41.872K shares, a -2.89% change.

Who is Powell Industries’s biggest shareholder by percentage of total assets invested?

Transform wealth is Powell Industries’s biggest shareholder by percentage of total assets invested, with 20.02% of its assets in 1.63M Powell Industries shares, valued at 360.85M$.

Who is the top mutual fund holder of Powell Industries shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Powell Industries shares, with 5.02% of its total shares outstanding invested in 603.75K Powell Industries shares.

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