Powell Industries Ownership | Who Owns Powell Industries?


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Powell Industries Ownership Summary


Powell Industries is owned by 96.19% institutional investors, 21.90% insiders. Transform wealth is the largest institutional shareholder, holding 13.96% of POWL shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.97% of its assets in Powell Industries shares.

POWL Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockPowell Industries96.19%21.90%-18.10%
SectorIndustrials Stocks 60.70%10.27%29.03%
IndustryElectrical Equipment Stocks42.81%15.74%41.45%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Transform wealth1.67M13.96%$240.07M
Blackrock1.41M11.74%$201.86M
Vanguard group648.00K5.40%$92.92M
Dimensional fund advisors lp647.83K5.40%$92.90M
Pacer advisors471.35K3.93%$67.59M
Renaissance413.83K3.45%$59.34M
First trust advisors lp404.69K3.37%$58.03M
State street359.31K3.00%$51.53M
Morgan stanley287.98K2.40%$41.30M
Mirae asset global etfs275.71K2.30%$39.54M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Transform wealth1.67M18.02%$240.07M
Engine no. 161.37K9.23%$8.80M
Ophir asset management pty136.31K3.46%$19.55M
Options solutions19.71K1.67%$2.83M
Ausbil investment management23.17K1.53%$3.32M
Globeflex capital l p59.32K0.89%$8.51M
Spirepoint private client25.33K0.51%$3.63M
Navellier & associates30.28K0.51%$4.34M
Horizon investment services6.43K0.43%$922.07K
Precision wealth strategies2.73K0.40%$390.78K

Top Buyers

HolderShares% AssetsChange
Transform wealth1.67M18.02%1.67M
Mirae asset global etfs275.71K0.09%275.71K
Morgan stanley287.98K0.00%154.78K
Adage capital partners gp149.50K0.04%149.50K
Bank of america corp /de/155.05K0.00%132.95K

Top Sellers

HolderShares% AssetsChange
Mirae asset global investments---311.09K
Pacer advisors471.35K0.15%-141.78K
Goldman sachs group105.91K0.00%-139.32K
Jpmorgan chase13.33K0.00%-93.90K
Cerity partners---80.37K

New Positions

HolderShares% AssetsChangeValue
Mirae asset global etfs275.71K0.09%275.71K$39.54M
Adage capital partners gp149.50K0.04%149.50K$21.44M
Driehaus capital management81.30K0.11%81.30K$11.66M
Eagle asset management54.51K0.04%54.51K$7.82M
Snowden capital advisors51.86K0.22%51.86K$7.44M

Sold Out

HolderChange
Tfc financial management-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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20242689.84%11,535,37021.48%961.53%1521.33%8921.92%
Mar 31, 202424429.79%9,495,80614.06%791.63%15054.64%7315.87%
Dec 31, 20231889.94%8,325,2111.10%691.45%976.59%636.78%
Sep 30, 202317114.77%8,234,8773.90%691.56%915.81%5931.11%
Jun 30, 202314925.21%7,925,3981.32%661.54%8650.88%4515.38%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF595.89K4.97%564.00
Pacer US Small Cap Cash Cows 100 ETF380.42K3.17%-98.00
Vanguard Total Stock Mkt Idx Inv281.47K2.35%-1.45K
Global X US Infrastructure Dev ETF263.13K2.19%-
Avantis US Small Cap Value ETF259.65K2.17%-
iShares Russell 2000 ETF240.89K2.01%-546.00
Vanguard Institutional Extnd Mkt Idx Tr141.02K1.18%-2.18K
DFA US Targeted Value I126.50K1.06%-
DFA US Micro Cap I112.54K0.94%-
Fidelity Small Cap Index95.91K0.80%-2.40K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 08, 2024POWELL THOMAS W-Sell$154.00K
Nov 08, 2024POWELL THOMAS W-Sell$402.11K
Nov 08, 2024POWELL THOMAS W-Sell$732.42K
Nov 08, 2024POWELL THOMAS W-Sell$434.85K
Nov 08, 2024POWELL THOMAS W-Sell$138.79K

Insider Transactions Trends


DateBuySell
2024 Q4-12
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 96.19%, followed by 21.90% insiders and -18.09% retail investors. The average institutional ownership in Powell Industries's industry, Electrical Equipment Stocks, is 42.81%, which Powell Industries exceeds.

Who owns the most shares of Powell Industries?

Powell Industries’s largest shareholders are Transform wealth (1.67M shares, 13.96%), Blackrock (1.41M shares, 11.74%), and Vanguard group (648K shares, 5.40%). Together, they hold 31.10% 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 18.02% of its assets in 1.67M Powell Industries shares, valued at 240.07M$.

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 4.97% of its total shares outstanding invested in 595.89K Powell Industries shares.

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