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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | BLACKROCK INC. | 1.45 M | $206.27 M | -0.18% | 12.14% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 692,504 | $98.54 M | -14.29% | 5.80% |
| 05/10/2024 | VANGUARD GROUP INC | 656,428 | $93.41 M | 2.69% | 5.50% |
| 05/10/2024 | PACER ADVISORS, INC. | 613,129 | $87.25 M | 100.00% | 5.11% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 470,335 | $66.93 M | 25.14% | 3.94% |
| 05/15/2024 | STATE STREET CORP | 351,912 | $50.08 M | 3.48% | 2.95% |
| 05/01/2024 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 311,092 | $12.82 M | -15.90% | 2.59% |
| 05/13/2024 | FIRST TRUST ADVISORS LP | 303,250 | $43.15 M | 62.98% | 2.54% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 245,236 | $34.90 M | 38.11% | 2.05% |
| 05/14/2024 | AMERICAN CENTURY COMPANIES INC | 238,570 | $33.95 M | 42.68% | 1.99% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 232,672 | $33.11 M | 12.81% | 1.95% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 215,844 | $30.71 M | 20.06% | 1.81% |
| 05/15/2024 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 195,829 | $27.87 M | 169.54% | 1.63% |
| 05/15/2024 | MAN GROUP PLC | 157,308 | $22.38 M | 5,435.12% | 1.31% |
| 05/13/2024 | FMR LLC | 146,730 | $20.88 M | -6.39% | 1.23% |
| 05/15/2024 | MORGAN STANLEY | 133,204 | $18.95 M | -39.96% | 1.12% |
| 05/14/2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 131,638 | $18.73 M | 81.23% | 1.10% |
| 05/14/2024 | INVESCO LTD. | 121,469 | $17.29 M | -18.28% | 1.02% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 111,332 | $15.84 M | -2.54% | 0.93% |
| 05/10/2024 | JPMORGAN CHASE & CO | 107,229 | $15.26 M | 17.59% | 0.90% |
| 05/15/2024 | JACOBS LEVY EQUITY MANAGEMENT, INC | 103,550 | $14.74 M | -3.19% | 0.87% |
| 05/14/2024 | NORTHERN TRUST CORP | 102,317 | $14.56 M | 0.54% | 0.86% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 98,502 | $14.02 M | -3.21% | 0.82% |
| 05/15/2024 | CITADEL ADVISORS LLC | 97,445 | $13.87 M | 206.71% | 0.82% |
| 05/15/2024 | OPHIR ASSET MANAGEMENT PTY LTD | 94,032 | $13.38 M | 100.00% | 0.78% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 90,800 | $12.92 M | 119.85% | 0.76% |
| 05/13/2024 | ROYCE & ASSOCIATES LP | 87,578 | $12.46 M | -5.55% | 0.73% |
| 05/14/2024 | CERITY PARTNERS LLC | 80,367 | $11.44 M | 100.00% | 0.67% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 77,664 | $11.05 M | 3.69% | 0.65% |
| 05/10/2024 | ACADIAN ASSET MANAGEMENT LLC | 74,007 | $10.53 M | -61.56% | 0.62% |
| 05/13/2024 | CIBC WORLD MARKET INC. | 73,898 | $10.52 M | -10.17% | 0.62% |
| 05/14/2024 | GLOBEFLEX CAPITAL L P | 67,850 | $9.66 M | -26.21% | 0.57% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 61,277 | $8.72 M | 12.73% | 0.51% |
| 05/15/2024 | AQR CAPITAL MANAGEMENT LLC | 56,877 | $8.09 M | -24.71% | 0.48% |
| 05/09/2024 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 50,648 | $7.21 M | 53.51% | 0.42% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 50,297 | $7.16 M | -2.85% | 0.42% |
| 05/15/2024 | ROYAL BANK OF CANADA | 49,659 | $7.07 M | -18.98% | 0.42% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,100 | $6.84 M | 807.55% | 0.40% |
| 05/10/2024 | HILLSDALE INVESTMENT MANAGEMENT INC. | 37,994 | $5.41 M | -39.38% | 0.32% |
| 05/07/2024 | PANAGORA ASSET MANAGEMENT INC | 36,804 | $5.24 M | -0.19% | 0.31% |
| 05/14/2024 | ALLIANCEBERNSTEIN L.P. | 33,656 | $4.79 M | -33.66% | 0.28% |
| 05/15/2024 | CITADEL ADVISORS LLC | 32,400 | $4.61 M | 1,372.73% | 0.27% |
| 05/15/2024 | ENGINE NO. 1 LLC | 32,074 | $4.56 M | 100.00% | 0.27% |
| 04/29/2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 31,258 | $4.45 M | 471.55% | 0.26% |
| 05/14/2024 | NAVELLIER & ASSOCIATES INC | 28,445 | $4.05 M | 49.22% | 0.24% |
| 05/09/2024 | RHUMBLINE ADVISERS | 28,247 | $4.02 M | -1.50% | 0.24% |
| 05/14/2024 | HEL VED CAPITAL MANAGEMENT LTD | 27,647 | $3.93 M | 100.00% | 0.23% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 25,274 | $3.60 M | 2.17% | 0.21% |
| 05/10/2024 | SPIREPOINT PRIVATE CLIENT, LLC | 24,825 | $3.53 M | 100.00% | 0.21% |
| 05/14/2024 | TREXQUANT INVESTMENT LP | 24,817 | $3.53 M | 67.89% | 0.21% |
A. During the previous two years, 298 institutional investors and hedge funds held shares of Powell Industries, Inc.. The most heavily invested institutionals were:
BlackRock Inc.: 1.45 M
DIMENSIONAL FUND ADVISORS LP: 692,504
VANGUARD GROUP INC: 656,428
Pacer Advisors, Inc.: 613,129
RENAISSANCE TECHNOLOGIES LLC: 470,335
STATE STREET CORP: 351,912
A. 79.14% of Powell Industries, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 13.28 M shares in the last 24 months. This purchase volume represents approximately $2.00 B in transactions.
