Powell Industries, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 2.31 M | $705.47 M | 42.18% | 19.17% |
| BLACKROCK, INC. | 11/12/2025 | 1.38 M | $419.14 M | -1.47% | 11.39% |
| VANGUARD GROUP INC | 11/07/2025 | 700.22 K | $213.43 M | -0.70% | 5.80% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 615.07 K | $187.48 M | 65.78% | 5.10% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 368.31 K | $112.26 M | -9.85% | 3.05% |
| STATE STREET CORP | 11/14/2025 | 352.77 K | $107.53 M | 0.19% | 2.92% |
| INVESCO LTD. | 11/13/2025 | 348.09 K | $106.10 M | 2.38% | 2.88% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 300.50 K | $91.59 M | 49.77% | 2.49% |
| MORGAN STANLEY | 11/14/2025 | 296.47 K | $90.37 M | 75.34% | 2.46% |
| VOSS CAPITAL, LLC | 11/20/2025 | 295.00 K | $89.92 M | 59.58% | 2.44% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 238.57 K | $72.73 M | 0.36% | 1.98% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 224.51 K | $68.43 M | 23.56% | 1.86% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 218.50 K | $66.60 M | -16.06% | 1.81% |
| FEDERATED HERMES, INC. | 11/03/2025 | 179.02 K | $54.57 M | 17.68% | 1.48% |
| UBS GROUP AG | 11/13/2025 | 158.25 K | $48.24 M | 6.30% | 1.31% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 11/13/2025 | 148.25 K | $45.19 M | -13.08% | 1.23% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 11/14/2025 | 142.76 K | $43.52 M | 100.00% | 1.18% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 126.13 K | $38.45 M | -2.61% | 1.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 125.50 K | $38.25 M | -35.41% | 1.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 124.57 K | $37.97 M | -0.24% | 1.03% |
| NORTHERN TRUST CORP | 11/14/2025 | 123.54 K | $37.66 M | 3.80% | 1.02% |
| OPHIR ASSET MANAGEMENT PTY LTD | 11/14/2025 | 121.24 K | $36.96 M | -34.51% | 1.00% |
| ENGINE NO. 1 LLC | 11/14/2025 | 119.00 K | $36.27 M | 0.00% | 0.99% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 116.84 K | $35.62 M | 547.02% | 0.97% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 110.36 K | $33.64 M | -7.03% | 0.91% |
| CITADEL ADVISORS LLC | 11/14/2025 | 105.00 K | $32.01 M | -14.98% | 0.87% |
| JANE STREET GROUP, LLC | 11/14/2025 | 102.60 K | $31.27 M | 67.10% | 0.85% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 101.60 K | $30.97 M | 0.74% | 0.84% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 97.55 K | $29.73 M | 0.77% | 0.81% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 96.32 K | $29.36 M | 17.31% | 0.80% |
| ROYAL BANK OF CANADA | 11/14/2025 | 95.41 K | $29.08 M | 37.01% | 0.79% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 10/28/2025 | 89.67 K | $27.33 M | 6.48% | 0.74% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 86.25 K | $26.29 M | -43.49% | 0.71% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 11/14/2025 | 85.33 K | $26.01 M | 100.00% | 0.71% |
| RPG INVESTMENT ADVISORY, LLC | 10/23/2025 | 78.89 K | $24.04 M | 0.66% | 0.65% |
| APERTURE INVESTORS, LLC | 11/14/2025 | 77.39 K | $23.59 M | 100.00% | 0.64% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 76.62 K | $23.35 M | -2.17% | 0.63% |
| BROAD BAY CAPITAL MANAGEMENT, LP | 11/14/2025 | 69.99 K | $21.33 M | 100.00% | 0.58% |
| WCM INVESTMENT MANAGEMENT, LLC | 11/04/2025 | 66.30 K | $20.09 M | -0.43% | 0.55% |
| BLUECREST CAPITAL MANAGEMENT LTD | 11/14/2025 | 66.20 K | $20.18 M | 100.00% | 0.55% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 11/12/2025 | 65.60 K | $20.00 M | 100.00% | 0.54% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 63.88 K | $19.47 M | -6.32% | 0.53% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 62.27 K | $18.98 M | 3.57% | 0.52% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 56.62 K | $17.96 M | 32.89% | 0.47% |
| HODGES CAPITAL MANAGEMENT INC. | 11/07/2025 | 56.44 K | $17.20 M | 16.78% | 0.47% |
| NEOS INVESTMENT MANAGEMENT LLC | 11/07/2025 | 53.17 K | $16.21 M | 281.64% | 0.44% |
| TEMA ETFS LLC | 10/24/2025 | 53.17 K | $16.21 M | 281.64% | 0.44% |
| LOOMIS SAYLES & CO L P | 11/13/2025 | 52.28 K | $15.94 M | 3.72% | 0.43% |
| LORD, ABBETT & CO. LLC | 11/13/2025 | 51.37 K | $15.66 M | 65.97% | 0.43% |
| OBERWEIS ASSET MANAGEMENT INC/ | 11/17/2025 | 47.50 K | $14.48 M | 27.69% | 0.39% |
Powell Industries, Inc. institutional Ownership - FAQ's
During the previous two years, 501 institutional investors and hedge funds held shares of Powell Industries, Inc.. The most heavily invested institutionals were:
Kovitz Investment Group Partners, LLC: 2.31 M
BlackRock, Inc.: 1.38 M
VANGUARD GROUP INC: 700,223
FIRST TRUST ADVISORS LP: 615,067
DIMENSIONAL FUND ADVISORS LP: 368,312
STATE STREET CORP: 352,768
103.44% of Powell Industries, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 17.08 M shares in the last 24 months. This purchase volume represents approximately $5.76 B in transactions.