Powell Industries Ownership | Who Owns Powell Industries?
Powell Industries Ownership Summary
Powell Industries is owned by 52.35% institutional investors, 22.66% insiders, and 24.99% retail investors. 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 4.82% of its assets in Powell Industries shares.
POWL Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Powell Industries | 52.35% | 22.66% | 24.99% |
Sector | Industrials Stocks | 50.72% | 11.74% | 37.54% |
Industry | Electrical Equipment Stocks | 33.20% | 17.92% | 48.88% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Transform wealth | 1.63M | 13.59% | $360.85M |
Blackrock funding, inc. /de | 1.57M | 13.08% | $347.49M |
Blackrock | 1.41M | 11.74% | $201.86M |
Vanguard group | 688.06K | 5.74% | $152.51M |
Dimensional fund advisors lp | 480.32K | 4.01% | $106.47M |
State street | 359.31K | 3.00% | $51.53M |
American century companies | 351.75K | 2.94% | $77.97M |
Mirae asset global etfs | 297.87K | 2.49% | $66.02M |
Morgan stanley | 287.98K | 2.40% | $41.30M |
Invesco | 265.14K | 2.21% | $58.77M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Engine no. 1 | 49.30K | 29.08% | $10.93M |
Transform wealth | 1.63M | 20.02% | $360.85M |
Ophir asset management pty | 71.54K | 2.36% | $15.86M |
Options solutions | 16.93K | 1.63% | $3.75M |
Ausbil investment management | 10.40K | 1.54% | $2.56M |
Rpg investment advisory | 34.84K | 1.03% | $7.72M |
Candelo capital management lp | 9.01K | 1.01% | $2.00M |
Advisors management group inc /adv | 17.21K | 0.90% | $3.81M |
Navellier & associates | 32.26K | 0.86% | $7.15M |
1620 investment advisors | 4.65K | 0.78% | $1.03M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Morgan stanley | 287.98K | 0.00% | 154.78K |
Invesco | 265.14K | 0.01% | 151.85K |
Bank of america corp /de/ | 155.05K | 0.00% | 132.95K |
Goldman sachs group | 220.70K | 0.01% | 109.10K |
Ubs group | 123.21K | 0.01% | 106.39K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Pacer advisors | - | - | -385.89K |
Mirae asset global investments | - | - | -311.09K |
Renaissance | 158.03K | 0.05% | -178.30K |
Wellington management group llp | - | - | -135.31K |
Arrowstreet capital, limited partnership | 151.06K | 0.03% | -72.70K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Raymond james financial | 101.77K | 0.01% | 101.77K | $22.56M |
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 |
Rpg investment advisory | 34.84K | 1.03% | 34.84K | $7.72M |
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 |
Srs capital advisors | -6.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 188 | -43.71% | 6,273,110 | -43.10% | 52 | 0.62% | 108 | -44.33% | 61 | -36.46% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 581.87K | 4.82% | 376.00 |
Pacer US Small Cap Cash Cows 100 ETF | 373.56K | 3.11% | -1.27K |
Vanguard Total Stock Mkt Idx Inv | 304.03K | 2.52% | 214.00 |
Vanguard US Total Market Shares ETF | 282.92K | 2.35% | -594.00 |
iShares Russell 2000 ETF | 247.03K | 2.05% | -2.15K |
First Trust RBA Amer Indl RenaisTM ETF | 152.60K | 1.26% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 141.71K | 1.17% | 683.00 |
DFA US Micro Cap I | 112.54K | 0.93% | - |
Invesco OFI Small Cap Growth | 105.49K | 0.87% | 105.49K |
Invesco Discovery A | 105.49K | 0.87% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Mar 25, 2025 | METCALF MICHAEL WILLIAM | Exec Vice President | Sell | $129.36K |
Mar 25, 2025 | COPE BRETT ALAN | President & CEO | Sell | $89.21K |
Dec 04, 2024 | Mauney William Marshall Jr | Vice President, R&D | Sell | $86.12K |
Dec 04, 2024 | Mauney William Marshall Jr | Vice President, R&D | Sell | $198.04K |
Dec 04, 2024 | Birchall John | Managing Director | Sell | $493.00K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | 2 |
2024 Q4 | - | 24 |
2024 Q3 | - | 34 |
2024 Q2 | - | 20 |
2024 Q1 | - | 46 |
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