Powell Industries Inc (POWL) Ownership

26.64 ↑0.34 (1.27%)
As of December 5, 2022, 12:13pm EST.

Institutional Ownership

Dimensional Fund Advisors, Inc. is the biggest individual institutional holder of Powell Industries Inc (POWL), owning a total of 782 thousand shares. Combined, the top 20 institutional holders of POWL own 40.65% of the company with a total of 4.8 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders increased their combined ownership of POWL by 66 thousand shares. 9 institutions bought 70,343 total additional shares and increased their ownership by an average of 2.22%. However 1 institutions sold 4,240 total shares and decreased their ownership by an average of 2.1%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Powell Industries increased by a net total of 66,103 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Dimensional Fund Advisors, Inc.6.636%1.166%781,8589,0112022-09-30
Vanguard Group Inc5.252%0.389%618,8292,3952022-09-30
Heartland Advisors Inc4.007%8.290%472,04436,1362022-09-30
Van Den Berg Management Inc2.616%5.460%308,26415,9602022-09-30
State Street Corporation2.586%0.524%304,6501,5892022-09-30
Bank of New York Mellon Corp1.834%0.460%216,0539902022-09-30
Brandywine Global Investment Mgmt LLC1.762%0.933%207,5901,9182022-09-30
Hotchkis & Wiley Capital Management LLC1.678%-2.100%197,670-4,2402022-09-30
Goldman Sachs Group Inc0.747%2.642%88,0612,2672022-09-30
Royce & Associates, LP0.681%0.000%80,28102022-09-30
Principal Financial Group Inc0.476%0.138%56,031772022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Dimensional Fund Advisors, Inc.6.636%1.166%781,8589,0112022-09-30
Vanguard Group Inc5.252%0.389%618,8292,3952022-09-30
Heartland Advisors Inc4.007%8.290%472,04436,1362022-09-30
Renaissance Technologies Corp3.388%-1.941%399,135-7,9002022-06-30
Van Den Berg Management Inc2.616%5.460%308,26415,9602022-09-30
State Street Corporation2.586%0.524%304,6501,5892022-09-30
Bank of New York Mellon Corp1.834%0.460%216,0539902022-09-30
Brandywine Global Investment Mgmt LLC1.762%0.933%207,5901,9182022-09-30
JPMorgan Chase & Co1.717%-20.579%202,290-52,4172022-06-30
Hotchkis & Wiley Capital Management LLC1.678%-2.100%197,670-4,2402022-09-30
Acuitas Investments, LLC1.663%36.812%195,96952,7292022-06-30
Geode Capital Management, LLC1.427%2.235%168,0863,6752022-06-30
Amvescap Plc.1.348%4.860%158,7867,3592022-06-30
Northern Trust Corp0.814%-14.080%95,845-15,7072022-06-30
Franklin Resources Inc0.766%0.006%90,20552022-06-30
Goldman Sachs Group Inc0.747%2.642%88,0612,2672022-09-30
Jacobs Levy Equity Management, Inc.0.686%-1.400%80,841-1,1482022-06-30
Royce & Associates, LP0.681%0.000%80,28102022-09-30
Ameriprise Financial Inc0.568%0.839%66,8605562022-06-30
Principal Financial Group Inc0.476%0.138%56,031772022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Powell Industries Inc (POWL), owning a total of 691 thousand shares. Combined, the top 20 mutual fund holders of POWL own 35.97% of the company with a total of 4.2 million shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders increased their combined ownership of POWL by 19 thousand shares. 6 funds bought 20,207 total additional shares and increased their ownership by an average of 1.48%. However 2 funds sold 804 total shares and decreased their ownership by an average of 0.37%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Powell Industries increased by a net total of 19,403 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF5.861%0.278%690,5111,9142022-10-31
Heartland Value Plus Investor4.010%2.717%472,50012,5002022-10-31
Global X US Infrastructure Dev ETF3.459%-0.061%407,500-2482022-10-31
Vanguard Total Stock Mkt Idx Inv2.306%0.000%271,73302022-10-31
iShares Russell 2000 ETF1.760%0.331%207,3296842022-10-31
Vanguard Extended Market Index Investor1.102%0.000%129,88302022-10-31
iShares S&P Small-Cap 600 Value ETF1.079%0.267%127,1283392022-10-31
Vanguard Tax-Managed Small Cap Adm0.846%0.000%99,67602022-10-31
Franklin MicroCap Value A0.804%4.989%94,7004,5002022-10-31
iShares Russell 2000 Value ETF0.774%0.297%91,1912702022-10-31
Invesco S&P SmallCap 600® Pure Value ETF0.683%-0.686%80,461-5562022-10-31
SPDR® S&P 600 Small Cap Value ETF0.641%0.000%75,48902022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF5.861%0.278%690,5111,9142022-10-31
Heartland Small-Cap Value Plus Strategy4.648%7.179%547,59836,6772022-09-30
Heartland Value Plus Investor4.010%2.717%472,50012,5002022-10-31
Global X US Infrastructure Dev ETF3.459%-0.061%407,500-2482022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.306%0.000%271,73302022-09-30
Vanguard Total Stock Mkt Idx Inv2.306%0.000%271,73302022-10-31
DFA US Small Cap Value I2.033%0.299%239,5707142022-09-30
iShares Russell 2000 ETF1.760%0.331%207,3296842022-10-31
DFA US Targeted Value I1.112%0.000%130,95302022-09-30
Vanguard Extended Market Index Investor1.102%0.000%129,88302022-10-31
iShares S&P Small-Cap 600 Value ETF1.079%0.267%127,1283392022-10-31
Vanguard Tax-Managed Small Cap Adm0.846%0.000%99,67602022-10-31
Franklin MicroCap Value A0.804%4.989%94,7004,5002022-10-31
iShares Russell 2000 Value ETF0.774%0.297%91,1912702022-10-31
DFA US Micro Cap I0.685%0.000%80,74402022-09-30
Invesco S&P SmallCap 600® Pure Value ETF0.683%-0.686%80,461-5562022-10-31
BNY Mellon Select Managers Sm Cp Val I0.659%0.974%77,6747492022-09-30
SPDR® S&P 600 Small Cap Value ETF0.641%0.000%75,48902022-10-31
Fidelity® Small Cap Index0.607%0.000%71,47302022-08-31
JPMorgan Small Cap Value I0.592%0.000%69,80002022-09-30

Discussions

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chainstrader249

$POWL i come here all weekend... every weekend. refresh refresh refresh. smh

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kairaae

$POWL just bought a half position.

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145zip

$POWL cup and handle forming

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a

$POWL I’m selling y’all have fun bag holding

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