Powell Industries, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TRANSFORM WEALTH, LLC | 10/16/2024 | 1.67 M | $371.56 M | -0.02% | 13.95% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.46 M | $324.46 M | 100.00% | 12.18% |
| VANGUARD GROUP INC | 11/13/2024 | 663,061 | $147.19 M | 2.32% | 5.53% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 546,743 | $121.37 M | -15.60% | 4.56% |
| MORGAN STANLEY | 11/14/2024 | 537,873 | $119.40 M | 86.77% | 4.48% |
| PACER ADVISORS, INC. | 11/12/2024 | 385,888 | $85.66 M | -18.13% | 3.22% |
| STATE STREET CORP | 11/14/2024 | 362,717 | $80.52 M | 0.95% | 3.02% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 336,335 | $74.66 M | -18.73% | 2.80% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 324,721 | $72.08 M | 18.34% | 2.71% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 281,866 | $62.57 M | 2.23% | 2.35% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 257,049 | $57.07 M | 3.92% | 2.14% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 223,760 | $49.67 M | -9.27% | 1.87% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 137,878 | $30.61 M | 1.42% | 1.15% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 135,313 | $30.04 M | 100.00% | 1.13% |
| INVESCO LTD. | 11/12/2024 | 113,289 | $25.15 M | 75.38% | 0.94% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 113,009 | $25.09 M | -0.14% | 0.94% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 113,000 | $25.08 M | -9.24% | 0.94% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 111,595 | $24.77 M | 5.36% | 0.93% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 103,200 | $22.91 M | 251.02% | 0.86% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 98,986 | $21.97 M | -75.54% | 0.83% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 98,590 | $21.89 M | 1,119.27% | 0.82% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 93,845 | $20.83 M | 12.40% | 0.78% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 92,013 | $20.43 M | -7.54% | 0.77% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 74,458 | $16.53 M | -9.50% | 0.62% |
| CITADEL ADVISORS LLC | 11/14/2024 | 69,400 | $15.41 M | 96.05% | 0.58% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 67,031 | $14.88 M | -56.77% | 0.56% |
| JANE STREET GROUP, LLC | 11/15/2024 | 61,521 | $13.66 M | 31.28% | 0.51% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 10/28/2024 | 61,291 | $13.61 M | 100.00% | 0.51% |
| BARCLAYS PLC | 11/19/2024 | 60,969 | $13.54 M | 198.08% | 0.51% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 60,067 | $13.33 M | -50.25% | 0.50% |
| CITADEL ADVISORS LLC | 11/14/2024 | 59,774 | $13.27 M | 7.62% | 0.50% |
| GLOBEFLEX CAPITAL L P | 11/13/2024 | 59,662 | $13.24 M | 0.58% | 0.50% |
| ENGINE NO. 1 LLC | 11/14/2024 | 59,500 | $13.21 B | -3.05% | 0.50% |
| MAN GROUP PLC | 11/14/2024 | 58,791 | $13.05 M | -37.37% | 0.49% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 11/14/2024 | 57,422 | $12.75 M | -29.37% | 0.48% |
| 11/25/2024 | 54,851 | $15.90 M | 100.00% | 0.46% | |
| OPHIR ASSET MANAGEMENT PTY LTD | 11/14/2024 | 54,178 | $12.03 M | -60.26% | 0.45% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 54,098 | $12.01 M | 10.00% | 0.45% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2024 | 54,000 | $11.99 M | -63.88% | 0.45% |
| BAIRD FINANCIAL GROUP, INC. | 11/14/2024 | 52,835 | $11.73 M | 8.52% | 0.44% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 51,507 | $11.43 M | 5.73% | 0.43% |
| EAGLE ASSET MANAGEMENT INC | 11/12/2024 | 51,397 | $17.80 M | -5.70% | 0.43% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 51,026 | $11.33 M | 8.99% | 0.43% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2024 | 48,473 | $10.76 M | 100.00% | 0.40% |
| PEAK6 INVESTMENTS LLC | 11/14/2024 | 45,600 | $10.12 M | 100.00% | 0.38% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 44,557 | $9.89 M | 100.00% | 0.37% |
| CITADEL ADVISORS LLC | 11/14/2024 | 41,600 | $9.23 M | 41.02% | 0.35% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2024 | 40,632 | $9.02 M | -0.55% | 0.34% |
| ROYAL BANK OF CANADA | 11/14/2024 | 36,386 | $8.08 M | -14.56% | 0.30% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 35,925 | $7.97 M | 6.74% | 0.30% |
Powell Industries, Inc.institutional Ownership - FAQ's
During the previous two years, 351 institutional investors and hedge funds held shares of Powell Industries, Inc.. The most heavily invested institutionals were:
Mendota Financial Group, LLC: 0
FIRST HAWAIIAN BANK: 0
Brookstone Capital Management: 0
CWA Asset Management Group, LLC: 0
Ameritas Advisory Services, LLC: 0
BlackRock Funding, Inc. /DE: 1.46 M
91.89% of Powell Industries, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.74 M shares in the last 24 months. This purchase volume represents approximately $3.40 B in transactions.