Powell Industries Inc (POWL) Ownership

206.14 ↑4.87 (2.42%)
As of May 28, 2024, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Powell Industries Inc (POWL), owning a total of 1.5 million shares. Combined, the top 36 institutional holders of POWL own 69.66% of the company with a total of 8.3 million shares.

In the latest ownership report on March 31st 2024, the top 36 institutional holders decreased their combined ownership of POWL by 15 thousand shares. 3 institutions bought 124,598 total additional shares and increased their ownership by an average of 21.81%. However 2 institutions sold 139,948 total shares and decreased their ownership by an average of 16.7%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Powell Industries decreased by a net total of -15,350 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.5.777%-14.293%692,504-115,4812024-03-31
Vanguard Group Inc5.476%2.687%656,42817,1772024-03-31
American Century Companies Inc1.990%42.678%238,57071,3612024-03-31
Millennium Management LLC1.801%20.057%215,84436,0602024-03-31
Jacobs Levy Equity Management, Inc.0.864%-19.112%103,550-24,4672024-03-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc12.114%3.035%1,452,14242,7702023-12-31
Dimensional Fund Advisors, Inc.5.777%-14.293%692,504-115,4812024-03-31
Vanguard Group Inc5.476%2.687%656,42817,1772024-03-31
Renaissance Technologies Corp3.135%-2.110%375,835-8,1002023-12-31
Mirae Asset Global Investments (Korea) Co Ltd3.086%-2.699%369,917-10,2602023-12-31
Goldman Sachs Group Inc2.962%127.292%355,130198,8862023-12-31
State Street Corporation2.837%-1.349%340,069-4,6502023-12-31
American Century Companies Inc1.990%42.678%238,57071,3612024-03-31
Morgan Stanley - Brokerage Accounts1.851%37.400%221,86260,3902023-12-31
Millennium Management LLC1.801%20.057%215,84436,0602024-03-31
Heartland Advisors Inc1.741%-42.142%208,359-151,7602023-09-30
Brandywine Global Investment Mgmt LLC1.754%0.933%207,5901,9182022-09-30
Geode Capital Management, LLC1.720%5.085%206,2439,9792023-12-31
Hotchkis & Wiley Capital Management LLC1.670%-2.100%197,670-4,2402022-09-30
Pacer Advisors, INC.1.640%108.738%196,253102,2342023-09-30
Acadian Asset Management LLC1.609%1.634%192,5433,0962023-12-31
First Trust Advisors L.P.1.552%0.936%186,0621,7262023-12-31
Van Den Berg Management Inc1.531%-13.995%181,572-29,5452023-03-31
FMR Inc1.308%13.096%156,74818,1512023-12-31
Amvescap Plc.1.240%-5.291%148,647-8,3052023-12-31
Acuitas Investments, LLC1.133%-31.581%134,080-61,8892022-12-31
Nuveen Asset Management, LLC0.953%-6.033%114,238-7,3342023-12-31
Arrowstreet Capital Limited Partnership0.929%0.000%110,20602023-06-30
Jacobs Levy Equity Management, Inc.0.864%-19.112%103,550-24,4672024-03-31
Citadel Advisors Llc0.863%22,162.000%102,405101,9452023-06-30
Northern Trust Corp0.849%2.532%101,7722,5132023-12-31
Bank of New York Mellon Corp0.849%-41.104%101,767-71,0232023-12-31
AQR Capital Management LLC0.836%262.253%99,11671,7552023-06-30
Franklin Resources Inc0.800%4.983%94,7004,4952022-12-31
JPMorgan Chase & Co0.782%-50.249%92,741-93,6692023-06-30
Royce & Associates, LP0.774%6.103%92,7245,3332023-12-31
GlobeFlex Capital, L.P.0.767%-3.760%91,946-3,5922023-12-31
EAM Investors, LLC0.729%0.000%86,49286,4922022-12-31
ACK Asset Management LLC0.697%0.000%82,50082,5002022-12-31
Ameriprise Financial Inc0.565%0.030%66,880202022-09-30
Principal Financial Group Inc0.476%0.138%56,031772022-09-30

Mutual Fund Ownership

Pacer US Small Cap Cash Cows 100 ETF is the biggest individual fund holder of Powell Industries Inc (POWL), owning a total of 647 thousand shares. Combined, the top 37 mutual fund holders of POWL own 49.33% of the company with a total of 5.9 million shares.

In the latest ownership report on April 30th 2024, the top 37 fund holders increased their combined ownership of POWL by 5 thousand shares. 4 funds bought 6,498 total additional shares and increased their ownership by an average of 0.41%. However 1 funds sold 1,739 total shares and decreased their ownership by an average of 0.8%.

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 4,759 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Pacer US Small Cap Cash Cows 100 ETF5.395%0.562%646,6933,6112024-04-30
iShares Core S&P Small-Cap ETF5.170%0.044%619,7392702024-04-30
First Trust RBA Amer Indl RenaisTM ETF2.295%0.715%275,0981,9522024-04-30
Global X US Infrastructure Dev ETF2.106%0.000%252,41502024-04-30
Avantis US Small Cap Value ETF1.809%0.308%216,8236652024-04-30
iShares Russell 2000 ETF1.797%-0.801%215,409-1,7392024-04-30
iShares S&P Small-Cap 600 Growth ETF0.748%0.000%89,62402024-04-30
iShares Russell 2000 Value ETF0.716%0.000%85,87602024-04-30
SPDR® Portfolio S&P 600 Sm Cap ETF0.679%0.000%81,41502024-04-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Pacer US Small Cap Cash Cows 100 ETF5.395%0.562%646,6933,6112024-04-30
iShares Core S&P Small-Cap ETF5.170%0.044%619,7392702024-04-30
Heartland Small-Cap Value Plus Strategy4.632%7.179%547,59836,6772022-09-30
Vanguard Total Stock Mkt Idx Inv2.359%0.152%282,7654302024-03-31
First Trust RBA Amer Indl RenaisTM ETF2.295%0.715%275,0981,9522024-04-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.291%0.000%271,73302023-03-31
Global X US Infrastructure Dev ETF2.106%0.000%252,41502024-04-30
Avantis US Small Cap Value ETF1.809%0.308%216,8236652024-04-30
iShares Russell 2000 ETF1.797%-0.801%215,409-1,7392024-04-30
Vanguard Institutional Extnd Mkt Idx Tr1.143%1.885%137,0492,5362024-03-31
Vanguard Extended Market Index Investor1.134%-0.229%134,469-3092023-08-31
Invesco S&P SmallCap Value with Momt ETF1.092%0.000%129,46002023-05-31
DFA US Targeted Value I1.055%0.000%126,50202024-03-31
DFA US Small Cap Value I0.955%-11.474%114,484-14,8392024-03-31
DFA US Micro Cap I0.939%0.000%112,54402024-03-31
iShares S&P Small-Cap 600 Value ETF0.925%0.000%109,68202023-11-30
Heartland Value Plus Investor0.836%-42.857%100,000-75,0002023-11-30
DFA US Small Cap I0.799%0.000%95,80702024-03-31
Lord Abbett High Yield Opportunistic0.798%0.000%95,47095,4702023-12-31
Franklin MicroCap Value A0.800%0.000%94,70002022-12-31
Fidelity Small Cap Index0.783%0.397%93,8783712024-02-29
iShares S&P Small-Cap 600 Growth ETF0.748%0.000%89,62402024-04-30
Fidelity® Small Cap Index0.742%3.120%88,7752,6862023-10-31
JPMorgan Small Cap Value I0.733%0.000%86,91402023-05-31
iShares Russell 2000 Value ETF0.716%0.000%85,87602024-04-30
Invesco Dorsey Wright SmallCap Momt ETF0.709%0.000%84,82802024-03-31
Invesco S&P SmallCap 600® Pure Value ETF0.707%0.335%83,3152782022-11-30
SPDR® Portfolio S&P 600 Sm Cap ETF0.679%0.000%81,41502024-04-30
TIAA-CREF Quant Small-Cap Equity Instl0.635%2.054%76,0301,5302024-02-29
Nuveen Quant Small Cap Equity R60.634%0.000%76,03002024-03-31
SPDR® S&P 600 Small Cap Value ETF0.592%0.206%70,2221442023-08-31
Fidelity Global Innovators Cl F0.581%32.984%69,68517,2842023-12-31
Vanguard Tax-Managed Small Cap Adm0.579%-2.655%69,454-1,8942024-03-31
BNY Mellon Select Managers Sm Cp Val I0.561%-1.523%66,399-1,0272023-02-28
Royce Value Trust0.546%-6.071%65,493-4,2332024-03-31
Goldman Sachs Small Cp Val Insghts Instl0.528%-12.240%63,215-8,8172023-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.525%-3.680%62,810-2,4002023-12-31

Discussions

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a

$POWL so tired of this pos let's fly already

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easymoneyFAM

$POWL The United States stock market is going to crash.

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