P
Powell Industries
POWL · AI Grid & Power Equipment
$247.01
+12.76 (+5.45%)
As of Jul 15, 2026 close
Institutional Ownership — Q1 2026 (filed through May 26)
Institutional Holders
472
+51 vs Q4 2025
Shares Held
9.5M
-126K QoQ
% of Shares Out
12.9%
4.7M held with sole discretion
Value Held
$2.4B
at $247.01 · Jul 15, 2026 close
5%+ Owners
3
via 13G/13D
% of Shares Out counts only shares held with sole investment discretion. Where two managers share discretion, Form 13F requires each to report the full position, so summing every filer exceeds 100% of shares outstanding for widely-held names.
Holder Map
Block size ∝ position · color = QoQ changeWhale Activity — Q1 2026 Filings
Increased152
Decreased173
New position102
Closed51
Institutional Shares Held by Quarter
Holders
Sortable · search holders| Source | % of Shrs Out | Period | |||||
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13F | 1,406,073 | +1,868 +0.1% | $760.8M | 3.9% | Mar 31, 2026 | |
| FIRST TRUST ADVISORS LP | 13F | 516,551 | -9,501 -1.8% | $279.5M | 1.4% | Mar 31, 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC | 13F | 424,609 | +424,609 new | $229.7M | 1.2% | Mar 31, 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13F | 383,599 | +383,599 new | $207.6M | 1.1% | Mar 31, 2026 | |
| STATE STREET CORP | 13F | 362,437 | +9,952 +2.8% | $196.1M | 1.0% | Mar 31, 2026 | |
| DIMENSIONAL FUND ADVISORS LP | 13F | 323,595 | -39,157 -10.8% | $175.1M | 0.9% | Mar 31, 2026 | |
| MORGAN STANLEY | 13F | 271,996 | +79,277 +41.1% | $147.2M | 0.7% | Mar 31, 2026 | |
| Fisher Asset Management, LLC | 13F | 256,915 | -60,358 -19.0% | $139.0M | 0.7% | Mar 31, 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC | 13F | 242,857 | +3,763 +1.6% | $131.4M | 0.7% | Mar 31, 2026 | |
| Invesco Ltd. | 13F | 241,808 | +26,827 +12.5% | $130.8M | 0.7% | Mar 31, 2026 | |
| JANUS HENDERSON GROUP PLC | 13F | 224,966 | +79,932 +55.1% | $121.6M | 0.6% | Mar 31, 2026 | |
| GW&K Investment Management, LLC | 13F | 200,535 | -53,985 -21.2% | $108.5M | 0.6% | Mar 31, 2026 | |
| FEDERATED HERMES, INC. | 13F | 156,752 | -28,361 -15.3% | $84.8M | 0.4% | Mar 31, 2026 | |
| JANE STREET GROUP, LLC | 13F | 154,401 | +153,147 +12212.7% | $83.5M | 0.4% | Mar 31, 2026 | |
| UBS Group AG | 13F | 146,142 | +48,088 +49.0% | $79.1M | 0.4% | Mar 31, 2026 | |
| Voss Capital, LP | 13F | 136,000 | -214,000 -61.1% | $73.6M | 0.4% | Mar 31, 2026 | |
| GOLDMAN SACHS GROUP INC | 13F | 126,455 | +10,759 +9.3% | $68.4M | 0.3% | Mar 31, 2026 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 13F | 123,940 | -7,552 -5.7% | $67.1M | 0.3% | Mar 31, 2026 | |
| NORTHERN TRUST CORP | 13F | 112,416 | -3,118 -2.7% | $60.8M | 0.3% | Mar 31, 2026 | |
| Rockefeller Capital Management L.P. | 13F | 99,917 | -14,022 -12.3% | $54.1M | 0.3% | Mar 31, 2026 | |
| Capital World Investors | 13F | 95,847 | +30,900 +47.6% | $51.9M | 0.3% | Mar 31, 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13F | 93,752 | -2,710 -2.8% | $50.7M | 0.3% | Mar 31, 2026 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 13F | 93,640 | -10,948 -10.5% | $50.7M | 0.3% | Mar 31, 2026 | |
| BANK OF AMERICA CORP /DE/ | 13F | 90,797 | +69,407 +324.5% | $49.1M | 0.2% | Mar 31, 2026 | |
| ENVESTNET ASSET MANAGEMENT INC | 13F | 88,227 | -8,471 -8.8% | $47.7M | 0.2% | Mar 31, 2026 | |
| Tidal Investments LLC | 13F | 87,643 | +86,881 +11401.7% | $47.4M | 0.2% | Mar 31, 2026 | |
| Tema ETFs LLC | 13F | 84,682 | +8,344 +10.9% | $45.8M | 0.2% | Mar 31, 2026 | |
| RAYMOND JAMES FINANCIAL INC | 13F | 75,830 | -36,164 -32.3% | $39.9M | 0.2% | Mar 31, 2026 | |
| Portolan Capital Management, LLC | 13F | 75,830 | -3,286 -4.2% | $41.0M | 0.2% | Mar 31, 2026 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 13F | 75,331 | +40,830 +118.3% | $40.8M | 0.2% | Mar 31, 2026 | |
| Bank of New York Mellon Corp | 13F | 73,259 | -2,130 -2.8% | $39.6M | 0.2% | Mar 31, 2026 | |
| VANGUARD FIDUCIARY TRUST CO | 13F | 66,206 | +66,206 new | $35.8M | 0.2% | Mar 31, 2026 | |
| TCW GROUP INC | 13F | 65,364 | +32,386 +98.2% | $35.4M | 0.2% | Mar 31, 2026 | |
| PRINCIPAL FINANCIAL GROUP INC | 13F | 65,051 | +20,025 +44.5% | $35.2M | 0.2% | Mar 31, 2026 | |
| Vision One Management Partners, LP | 13F | 64,983 | +3,535 +5.8% | $35.2M | 0.2% | Mar 31, 2026 | |
| Baird Financial Group, Inc. | 13F | 64,250 | +2,873 +4.7% | $34.8M | 0.2% | Mar 31, 2026 | |
| Stephens Investment Management Group LLC | 13F | 59,777 | -17,042 -22.2% | $32.3M | 0.2% | Mar 31, 2026 | |
| RPG Investment Advisory, LLC | 13F | 57,989 | -9,984 -14.7% | $10.5M | 0.2% | Mar 31, 2026 | |
| Allspring Global Investments Holdings, LLC | 13F | 52,294 | -2,908 -5.3% | $29.0M | 0.1% | Mar 31, 2026 | |
| Driehaus Capital Management LLC | 13F | 50,358 | +23,446 +87.1% | $27.2M | 0.1% | Mar 31, 2026 | |
| BNP PARIBAS FINANCIAL MARKETS | 13F | 42,190 | +40,002 +1828.2% | $22.8M | 0.1% | Mar 31, 2026 | |
| Public Sector Pension Investment Board | 13F | 41,257 | +2,108 +5.4% | $22.3M | 0.1% | Mar 31, 2026 | |
| ROYCE & ASSOCIATES LP | 13F | 41,220 | -20,606 -33.3% | $22.3M | 0.1% | Mar 31, 2026 | |
| Hodges Capital Management Inc. | 13F | 40,793 | -10,990 -21.2% | $22.1M | 0.1% | Mar 31, 2026 | |
| Encompass Capital Advisors LLC | 13F | 40,000 | +40,000 new | $21.6M | 0.1% | Mar 31, 2026 | |
| Aperture Investors, LLC | 13F | 39,466 | -37,227 -48.5% | $21.4M | 0.1% | Mar 31, 2026 | |
| Carnegie Investment Counsel | 13F | 36,376 | -4,506 -11.0% | $19.7M | 0.1% | Mar 31, 2026 | |
| LOOMIS SAYLES & CO L P | 13F | 35,851 | -14,560 -28.9% | $19.4M | 0.1% | Mar 31, 2026 | |
| RENAISSANCE TECHNOLOGIES LLC | 13F | 34,694 | +24,160 +229.4% | $18.8M | 0.1% | Mar 31, 2026 | |
| OBERWEIS ASSET MANAGEMENT INC/ | 13F | 34,157 | -14,543 -29.9% | $18.5M | 0.1% | Mar 31, 2026 |
Page 1 of 10
Derivatives Institutional Owners
13F put/call positions · excluded from ownership totals| Type | Period | |||||
|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Call | 200,600 | +15,400 +8.3% | $108.5M | Mar 31, 2026 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Put | 137,000 | +58,500 +74.5% | $74.1M | Mar 31, 2026 | |
| CITADEL ADVISORS LLC | Call | 93,000 | +14,200 +18.0% | $50.3M | Mar 31, 2026 | |
| PEAK6 LLC | Call | 77,200 | +50,000 +183.8% | $41.8M | Mar 31, 2026 | |
| Walleye Trading LLC | Call | 66,700 | +46,000 +222.2% | $36.1M | Mar 31, 2026 | |
| JANE STREET GROUP, LLC | Call | 66,100 | -20,500 -23.7% | $35.8M | Mar 31, 2026 | |
| D. E. Shaw & Co., Inc. | Call | 65,100 | +1,200 +1.9% | $35.2M | Mar 31, 2026 | |
| Jain Global LLC | Call | 49,300 | +49,300 new | $26.7M | Mar 31, 2026 | |
| PEAK6 LLC | Put | 45,300 | +44,600 +6371.4% | $24.5M | Mar 31, 2026 | |
| Jain Global LLC | Put | 38,500 | +38,500 new | $20.8M | Mar 31, 2026 | |
| JANE STREET GROUP, LLC | Put | 29,600 | +18,400 +164.3% | $16.0M | Mar 31, 2026 | |
| CITADEL ADVISORS LLC | Put | 25,200 | -1,000 -3.8% | $13.6M | Mar 31, 2026 | |
| D. E. Shaw & Co., Inc. | Put | 11,400 | +8,800 +338.5% | $6.2M | Mar 31, 2026 | |
| Point72 Asset Management, L.P. | Call | 9,600 | -2,100 -17.9% | $5.2M | Mar 31, 2026 | |
| Point72 Asset Management, L.P. | Put | 9,500 | -4,900 -34.0% | $5.1M | Mar 31, 2026 | |
| Squarepoint Ops LLC | Call | 9,400 | -15,900 -62.8% | $5.1M | Mar 31, 2026 | |
| Caption Management, LLC | Call | 8,500 | +8,500 new | $1.5M | Mar 31, 2026 | |
| TUDOR INVESTMENT CORP ET AL | Put | 2,100 | +300 +16.7% | $1.1M | Mar 31, 2026 | |
| MILLENNIUM MANAGEMENT LLC | Call | 1,400 | +1,400 new | $757.5K | Mar 31, 2026 | |
| MILLENNIUM MANAGEMENT LLC | Put | 1,200 | +1,200 new | $649.3K | Mar 31, 2026 | |
| TWO SIGMA INVESTMENTS, LP | Put | 1,200 | -1,400 -53.8% | $649.3K | Mar 31, 2026 | |
| Twin Tree Management, LP | Call | 1,100 | +1,100 new | $595.2K | Mar 31, 2026 | |
| TUDOR INVESTMENT CORP ET AL | Call | 1,100 | +1,100 new | $595.2K | Mar 31, 2026 | |
| Walleye Capital LLC | Put | 600 | -2,800 -82.4% | $324.6K | Mar 31, 2026 | |
| Walleye Trading LLC | Put | 600 | -800 -57.1% | $324.6K | Mar 31, 2026 | |
| Walleye Capital LLC | Call | 100 | -1,200 -92.3% | $54.1K | Mar 31, 2026 |
Ownership Events — 13G / 13D
Event-driven, scanned dailyFirst Trust Portfolios L.P. crosses 5.0% Initial Schedule 13G · 715,605 shares reported | 13G | Oct 31, 2025 |
Kovitz Investment Group Partners, LLC crosses 5.0% Initial Schedule 13G · 1,627,879 shares reported | 13G | May 7, 2025 |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Dimensional Fund Advisors LP 30-0447847 2. falls below 5% (from 6.8%) Schedule 13G/A · position exited | 13G/A | Oct 31, 2024 |
Thomas W. Powell reports 19.5% (from 20.5%) Schedule 13D/A · amendment | 13D/A | Oct 10, 2024 |
Thomas W. Powell reports 20.5% Schedule 13D/A · amendment | 13D/A | Feb 14, 2024 |
VANGUARD GROUP INC reports —% Schedule 13G/A · amendment | 13G/A | Feb 13, 2024 |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Dimensional Fund Advisors LP 30-0447847 2. reports 6.8% (from 6.7%) Schedule 13G/A · amendment | 13G/A | Feb 9, 2024 |
BlackRock Inc. reports —% Schedule 13G/A · amendment | 13G/A | Jan 23, 2024 |
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Dimensional Fund Advisors LP 30-0447847 2. reports 6.7% Schedule 13G/A · amendment | 13G/A | Feb 10, 2023 |
VANGUARD GROUP INC reports —% Schedule 13G/A · amendment | 13G/A | Feb 9, 2023 |
Quarterly holdings from SEC Form 13F-HR structured data sets (filed within 45 days of quarter end); 5%+ ownership events from Schedule 13G/13D filings scanned daily via EDGAR. Each row links to the source filing. Est. Avg Cost is a rolling-average estimate — each quarter's added shares priced at that quarter's 13F value ÷ shares, split-adjusted, with history beginning 2024-Q2; positions with one quarter of history or a data-quality flag show “—”.