POWL Institutional Ownership
Powell Industries, Inc.
1W: +3.5%
1M: +15.0%
3M: -20.9%
YTD: -44.4%
1Y: -38.1%
3Y: +142.3%
5Y: +747.1%
$196.10
+5.50 (+2.89%)
Weekly Expected Move ±5.8%
$173
$185
$196
$208
$219
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Institutional Ownership — POWL
633
Institutional Holders
+109 vs prior quarter
0.0%
Ownership
+0.00pp
$8B
Total Invested
156
New Positions
406
Increased
64
Reduced
44
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (669 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,608,659 | $708M | +2,202,586 | +156.6% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,557,700 | $305M | +1,174,101 | +306.1% | 2Q | SEC ↗ |
| 3 | FIRST TRUST ADVISORS LP | 1,426,981 | $280M | +910,430 | +176.3% | 14Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,282,082 | $251M | +857,473 | +201.9% | 2Q | SEC ↗ |
| 5 | DIMENSIONAL FUND ADVISORS LP | 974,940 | $191M | +651,345 | +201.3% | 102Q | SEC ↗ |
| 6 | STATE STREET CORP | 955,989 | $187M | +593,552 | +163.8% | 46Q | SEC ↗ |
| 7 | Invesco Ltd. | 769,537 | $151M | +527,729 | +218.2% | 79Q | SEC ↗ |
| 8 | MORGAN STANLEY | 768,106 | $151M | +496,110 | +182.4% | 60Q | SEC ↗ |
| 9 | Fisher Asset Management, LLC | 731,619 | $143M | +474,704 | +184.8% | 6Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 668,799 | $131M | +425,942 | +175.4% | 79Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 562,655 | $110M | +408,254 | +264.4% | 4Q | SEC ↗ |
| 12 | JACOBS LEVY EQUITY MANAGEMENT, INC | 441,456 | $87M | +317,516 | +256.2% | 15Q | SEC ↗ |
| 13 | GW&K Investment Management, LLC | 410,122 | $80M | +209,587 | +104.5% | 6Q | SEC ↗ |
| 14 | FEDERATED HERMES, INC. | 375,292 | $74M | +218,540 | +139.4% | 14Q | SEC ↗ |
| 15 | UBS Group AG | 367,666 | $72M | +221,524 | +151.6% | 29Q | SEC ↗ |
| 16 | PRICE T ROWE ASSOCIATES INC /MD | 346,701 | $68M | +271,370 | +360.2% | 10Q | SEC ↗ |
| 17 | Jupiter Topco LLC NEW | 327,667 | $64M | — | +0.0% | 1Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 308,450 | $60M | +181,995 | +143.9% | 15Q | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 297,517 | $58M | +197,600 | +197.8% | 8Q | SEC ↗ |
| 20 | Capital World Investors | 295,225 | $58M | +199,378 | +208.0% | 3Q | SEC ↗ |
| 21 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 292,087 | $57M | +198,447 | +211.9% | 9Q | SEC ↗ |
| 22 | Tidal Investments LLC | 282,483 | $55M | +194,840 | +222.3% | 7Q | SEC ↗ |
| 23 | Tema ETFs LLC | 268,692 | $53M | +184,010 | +217.3% | 7Q | SEC ↗ |
| 24 | BNP PARIBAS FINANCIAL MARKETS | 263,908 | $52M | +221,718 | +525.5% | 46Q | SEC ↗ |
| 25 | TCW GROUP INC | 252,633 | $50M | +187,269 | +286.5% | 3Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 247,010 | $48M | +158,783 | +180.0% | 9Q | SEC ↗ |
| 27 | JANUS HENDERSON GROUP PLC | 224,966 | $44M | +79,932 | +55.1% | 11Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 223,352 | $44M | +129,600 | +138.2% | 15Q | SEC ↗ |
| 29 | Sixth Street Partners Management Compa NEW | 223,352 | $44M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 210,886 | $41M | +137,627 | +187.9% | 76Q | SEC ↗ |
| 31 | NORTHERN TRUST CORP | 208,165 | $41M | +95,749 | +85.2% | 110Q | SEC ↗ |
| 32 | RAYMOND JAMES FINANCIAL INC | 199,659 | $39M | +123,829 | +163.3% | 7Q | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 199,087 | $39M | +134,837 | +209.9% | 9Q | SEC ↗ |
| 34 | PRINCIPAL FINANCIAL GROUP INC | 198,724 | $39M | +133,673 | +205.5% | 66Q | SEC ↗ |
| 35 | MILLENNIUM MANAGEMENT LLC | 198,405 | $39M | +191,556 | +2796.8% | 16Q | SEC ↗ |
| 36 | BANK OF AMERICA CORP /DE | 189,745 | $37M | +98,948 | +109.0% | 15Q | SEC ↗ |
| 37 | VANGUARD FIDUCIARY TRUST CO | 184,482 | $36M | +118,276 | +178.6% | 2Q | SEC ↗ |
| 38 | HRT FINANCIAL LP | 181,385 | $36M | +174,815 | +2660.8% | 4Q | SEC ↗ |
| 39 | OBERWEIS ASSET MANAGEMENT INC | 179,521 | $35M | +145,364 | +425.6% | 12Q | SEC ↗ |
| 40 | Encompass Capital Advisors LLC | 158,899 | $31M | +118,899 | +297.2% | 2Q | SEC ↗ |
| 41 | JPMORGAN CHASE & CO | 153,728 | $30M | +123,651 | +411.1% | 43Q | SEC ↗ |
| 42 | AMERIPRISE FINANCIAL INC | 145,692 | $29M | +128,237 | +734.7% | 16Q | SEC ↗ |
| 43 | Portolan Capital Management, LLC | 145,631 | $29M | +69,801 | +92.0% | 7Q | SEC ↗ |
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 133,093 | $26M | +125,762 | +1715.5% | 11Q | SEC ↗ |
| 45 | Stephens Investment Management Group L | 131,046 | $26M | +71,269 | +119.2% | 8Q | SEC ↗ |
| 46 | Vision One Management Partners, LP | 130,054 | $26M | +65,071 | +100.1% | 4Q | SEC ↗ |
| 47 | Allspring Global Investments Holdings, | 127,337 | $25M | +75,043 | +143.5% | 19Q | SEC ↗ |
| 48 | Munro Partners | 119,502 | $23M | +104,822 | +714.0% | 2Q | SEC ↗ |
| 49 | RPG Investment Advisory, LLC | 115,843 | $23M | +57,854 | +99.8% | 7Q | SEC ↗ |
| 50 | RENAISSANCE TECHNOLOGIES LLC | 114,002 | $22M | +79,308 | +228.6% | 44Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Jupiter Topco LLC | 327,667 | $64M |
| Sixth Street Partners Management Co | 223,352 | $44M |
| MARSHALL WACE, LLP | 54,007 | $11M |
| CI INVESTMENTS INC. | 33,978 | $7M |
| NATIXIS ADVISORS, LLC | 27,158 | $5M |
| Informed Momentum Co LLC | 25,430 | $5M |
| Liberty Capital Management, Inc. | 25,136 | $5M |
| Catalyst Funds Management Pty Ltd | 22,800 | $4M |
| Weiss Asset Management LP | 18,284 | $4M |
| Treasurer of the State of North Car | 17,343 | $3M |
| KP Management LLC | 16,500 | $3M |
| EXCHANGE TRADED CONCEPTS, LLC | 16,058 | $3M |
| VAN ECK ASSOCIATES CORP | 15,129 | $3M |
| GROUP ONE TRADING LLC | 14,763 | $3M |
| SIMPLEX TRADING, LLC | 12,961 | $3M |
| KORNITZER CAPITAL MANAGEMENT INC /K | 11,096 | $2M |
| Bleakley Financial Group, LLC | 11,086 | $2M |
| Hel Ved Capital Management Ltd | 10,680 | $2M |
| SteelPeak Wealth, LLC | 10,055 | $2M |
| Bridgewater Associates, LP | 9,611 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LORD, ABBETT & CO. LLC | 92,524 | $18M |
| SUMMIT PARTNERS PUBLIC ASSET MANAGE | 84,963 | $17M |
| NEOS Investment Management LLC | 76,338 | $15M |
| Broad Bay Capital Management, LP | 69,990 | $14M |
| Qube Research & Technologies Ltd | 31,560 | $6M |
| Walleye Trading LLC | 20,480 | $4M |
| CastleKnight Management LP | 10,200 | $2M |
| 1060 Capital, LLC | 10,000 | $2M |
| 4D Advisors, LLC | 6,500 | $1M |
| OCCUDO QUANTITATIVE STRATEGIES LP | 5,684 | $1M |
| AFG FIDUCIARY SERVICES LIMITED PART | 5,625 | $1M |
| Convergence Investment Partners, LL | 4,366 | $856K |
| Baer Investment Advisory LLC | 3,303 | $648K |
| Aurora Investment Counsel | 2,952 | $579K |
| Accent Capital Management, LLC | 2,751 | $539K |
| Mizuho Markets Cayman LP | 2,733 | $536K |
| Rock Creek Group LLC | 2,500 | $490K |
| ABS Direct Equity Fund LLC | 2,500 | $490K |
| Verition Fund Management LLC | 2,100 | $412K |
| HighPoint Advisor Group LLC | 1,962 | $385K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +2,202,586 | +156.6% | 3,608,659 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +1,174,101 | +306.1% | 1,557,700 |
| FIRST TRUST ADVISORS LP | +910,430 | +176.3% | 1,426,981 |
| VANGUARD CAPITAL MANAGEMENT LLC | +857,473 | +201.9% | 1,282,082 |
| DIMENSIONAL FUND ADVISORS LP | +651,345 | +201.3% | 974,940 |
| STATE STREET CORP | +593,552 | +163.8% | 955,989 |
| Invesco Ltd. | +527,729 | +218.2% | 769,537 |
| MORGAN STANLEY | +496,110 | +182.4% | 768,106 |
| Fisher Asset Management, LLC | +474,704 | +184.8% | 731,619 |
| GEODE CAPITAL MANAGEMENT, LLC | +425,942 | +175.4% | 668,799 |
| JANE STREET GROUP, LLC | +408,254 | +264.4% | 562,655 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | +317,516 | +256.2% | 441,456 |
| PRICE T ROWE ASSOCIATES INC /MD | +271,370 | +360.2% | 346,701 |
| BNP PARIBAS FINANCIAL MARKETS | +221,718 | +525.5% | 263,908 |
| UBS Group AG | +221,524 | +151.6% | 367,666 |
| FEDERATED HERMES, INC. | +218,540 | +139.4% | 375,292 |
| GW&K Investment Management, LLC | +209,587 | +104.5% | 410,122 |
| Capital World Investors | +199,378 | +208.0% | 295,225 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | +198,447 | +211.9% | 292,087 |
| Rockefeller Capital Management L.P. | +197,600 | +197.8% | 297,517 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Voss Capital, LP | -116,000 | -85.3% | 20,000 |
| TWO SIGMA INVESTMENTS, LP | -18,509 | -89.7% | 2,118 |
| BARCLAYS PLC | -8,422 | -54.3% | 7,083 |
| CITADEL ADVISORS LLC | -4,729 | -60.9% | 3,033 |
| MetLife Investment Management, LLC | -3,613 | -69.2% | 1,606 |
| SG Americas Securities, LLC | -3,066 | -54.8% | 2,524 |
| Cerity Partners LLC | -2,967 | -12.2% | 21,370 |
| Illumine Investment Management, LLC | -2,667 | -100.0% | 0 |
| STRS OHIO | -1,991 | -76.6% | 609 |
| Banque Cantonale Vaudoise | -1,562 | -88.0% | 212 |
| NAVELLIER & ASSOCIATES INC | -1,294 | -44.5% | 1,612 |
| HANCOCK WHITNEY CORP | -1,167 | -29.6% | 2,782 |
| Susquehanna Portfolio Strategies, L | -1,123 | -55.5% | 900 |
| RFG Advisory, LLC | -1,076 | -57.8% | 787 |
| Mariner, LLC | -906 | -10.6% | 7,624 |
| U.S. Capital Wealth Advisors, LLC | -500 | -25.6% | 1,456 |
| WELLINGTON-ALTUS USA INC. | -272 | -66.7% | 136 |
| INTERNATIONAL ASSETS INVESTMENT MAN | -88 | -40.0% | 132 |
| CWM, LLC | -75 | -6.2% | 1,144 |
| Kemnay Advisory Services Inc. | -74 | -75.5% | 24 |