DaveManuel.com · Institutional Ownership · Who Owns It
POWELL INDS INC (POWL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
593
Reporting holders
$8.7B
Reported value
75.3%
Of shares outstanding
6.4%
Calls
3.8%
Puts
+107
Holder change
Institutions report 27,417,568 shares against 36,432,564 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.0B | 3,608,659 | 0.02% | 8q | -14.5%-$174.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $446.1M | 1,557,700 | 0.02% | 2q | +35.4%+$116.5M |
| FIRST TRUST ADVISORS LP | $408.6M | 1,426,981 | 0.24% | 14q | -7.9%-$35.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $367.1M | 1,282,082 | 0.01% | 2q | +0.6%+$2.4M |
| JANE STREET GROUP, LLC | $337.5M incl. $176.3M options CALL+PUT | 562,655 | 0.03% | 15q | +21.5%+$59.6M |
| DIMENSIONAL FUND ADVISORS LP | $279.2M | 974,940 | 0.05% | 31q | HELD |
| STATE STREET CORP | $273.8M | 955,989 | 0.01% | 31q | -12.1%-$37.6M |
| Invesco Ltd. | $220.4M | 769,537 | 0.02% | 31q | +6.1%+$12.6M |
| MORGAN STANLEY | $220.0M | 768,106 | 0.01% | 35q | -5.9%-$13.7M |
| Fisher Asset Management, LLC | $209.5M | 731,619 | 0.06% | 6q | -5.1%-$11.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $206.4M incl. $168.3M options CALL+PUT | 133,093 | 0.02% | 17q | +505.2%+$172.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $191.6M | 668,799 | 0.01% | 31q | -8.2%-$17.1M |
| Jain Global LLC | $151.5M CALL+PUT | options only | 0.60% | 2q | OPTIONS |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $126.4M | 441,456 | 0.45% | 31q | +18.7%+$19.9M |
| CITADEL ADVISORS LLC | $125.1M incl. $124.2M options CALL+PUT | 3,033 | 0.01% | 20q | -87.0%-$835.1M |
| GW&K Investment Management, LLC | $117.4M | 410,122 | 0.92% | 6q | -31.8%-$54.8M |
| FEDERATED HERMES, INC. | $107.5M | 375,292 | 0.15% | 14q | -20.2%-$27.2M |
| UBS Group AG | $105.3M | 367,666 | 0.01% | 29q | -16.1%-$20.3M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $99.3M | 346,701 | 0.01% | 10q | +53.4%+$34.6M |
| Jupiter Topco LLC | $93.8M | 327,667 | 0.04% | new | FIRST |
| GOLDMAN SACHS GROUP INC | $88.3M | 308,450 | 0.01% | 28q | -18.7%-$20.3M |
| Rockefeller Capital Management L.P. | $85.2M | 297,517 | 0.13% | 8q | -0.7%-$639.7K |
| Capital World Investors | $84.5M | 295,225 | 0.01% | 3q | +2.7%+$2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $83.6M | 292,087 | 0.10% | 9q | +4.0%+$3.2M |
| Tidal Investments LLC | $80.9M | 282,483 | 0.14% | 7q | +7.4%+$5.6M |
| Tema ETFs LLC | $76.9M | 268,692 | 2.49% | 7q | +5.8%+$4.2M |
| BNP PARIBAS FINANCIAL MARKETS | $75.6M | 263,908 | 0.03% | 31q | +108.5%+$39.3M |
| IMC-Chicago, LLC | $74.3M CALL+PUT | options only | 0.02% | 8q | OPTIONS |
| TCW GROUP INC | $72.3M | 252,633 | 0.49% | 3q | +28.8%+$16.2M |
| ENVESTNET ASSET MANAGEMENT INC | $70.7M | 247,010 | 0.02% | 9q | -6.7%-$5.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $64.0M | 223,352 | 0.01% | 31q | -20.6%-$16.6M |
| Bank of New York Mellon Corp | $60.4M | 210,886 | 0.01% | 31q | -4.0%-$2.5M |
| Walleye Trading LLC | $59.8M CALL+PUT | options only | 0.07% | 7q | OPTIONS |
| NORTHERN TRUST CORP | $59.6M | 208,165 | 0.01% | 31q | -38.3%-$37.0M |
| MILLENNIUM MANAGEMENT LLC | $58.8M incl. $2.0M options CALL+PUT | 198,405 | 0.02% | 16q | +865.6%+$52.8M |
| RAYMOND JAMES FINANCIAL INC | $57.2M | 199,659 | 0.02% | 7q | -12.2%-$8.0M |
| Baird Financial Group, Inc. | $57.0M | 199,087 | 0.08% | 9q | +3.3%+$1.8M |
| PRINCIPAL FINANCIAL GROUP INC | $56.9M | 198,724 | 0.03% | 31q | +1.8%+$1.0M |
| D. E. Shaw & Co., Inc. | $55.8M incl. $45.2M options CALL+PUT | 37,283 | 0.03% | 13q | -6.2%-$3.7M |
| BANK OF AMERICA CORP /DE/ | $54.3M | 189,745 | 0.00% | 31q | -30.3%-$23.7M |
| VANGUARD FIDUCIARY TRUST CO | $52.8M | 184,482 | 0.01% | 2q | -7.1%-$4.0M |
| HRT FINANCIAL LP | $51.9M | 181,385 | 0.09% | 4q | +820.3%+$46.3M |
| OBERWEIS ASSET MANAGEMENT INC/ | $51.4M | 179,521 | 1.06% | 12q | +75.2%+$22.1M |
| PEAK6 LLC | $49.0M CALL | options only | 0.10% | 5q | OPTIONS |
| Encompass Capital Advisors LLC | $45.5M | 158,899 | 1.62% | 2q | +32.4%+$11.1M |
| JPMORGAN CHASE & CO | $43.8M incl. $224.9K options CALL | 153,728 | 0.00% | 31q | +70.4%+$18.1M |
| AMERIPRISE FINANCIAL INC | $41.7M | 145,692 | 0.01% | 31q | +178.2%+$26.7M |
| Portolan Capital Management, LLC | $41.7M | 145,631 | 1.56% | 7q | -36.0%-$23.4M |
| Stephens Investment Management Group LLC | $37.5M | 131,046 | 0.40% | 8q | -26.9%-$13.8M |
| Vision One Management Partners, LP | $37.2M | 130,054 | 13.41% | 4q | -33.3%-$18.6M |
| Munro Partners | $34.2M | 119,502 | 0.75% | 2q | +171.3%+$21.6M |
| Allspring Global Investments Holdings, LLC | $33.7M | 127,337 | 0.05% | 19q | -18.8%-$7.8M |
| Squarepoint Ops LLC | $33.7M incl. $2.2M options CALL+PUT | 110,166 | 0.04% | 3q | +955.5%+$30.5M |
| RPG Investment Advisory, LLC | $33.2M | 115,843 | 3.41% | 7q | -33.4%-$16.6M |
| RENAISSANCE TECHNOLOGIES LLC | $32.6M | 114,002 | 0.04% | 31q | +9.5%+$2.8M |
| Public Sector Pension Investment Board | $31.7M | 110,817 | 0.08% | 30q | -10.5%-$3.7M |
| Russell Investments Group, Ltd. | $30.9M | 107,968 | 0.03% | 31q | +101.8%+$15.6M |
| LPL Financial LLC | $30.3M | 105,792 | 0.01% | 10q | +21.3%+$5.3M |
| JENNISON ASSOCIATES LLC | $27.7M | 96,763 | 0.02% | 2q | +26.0%+$5.7M |
| Hodges Capital Management Inc. | $27.6M | 96,447 | 1.83% | 5q | -21.2%-$7.4M |
| WINTON GROUP Ltd | $26.4M | 92,344 | 0.86% | 13q | +1.4%+$366.3K |
| TUDOR INVESTMENT CORP ET AL | $24.8M incl. $2.6M options CALL | 77,414 | 0.03% | 8q | +285.7%+$18.4M |
| LOOMIS SAYLES & CO L P | $24.2M | 84,525 | 0.03% | 8q | -21.4%-$6.6M |
| Driehaus Capital Management LLC | $23.7M | 82,686 | 0.14% | 4q | -45.3%-$19.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $23.4M | 81,723 | 0.00% | 11q | +9.7%+$2.1M |
| Nuveen, LLC | $23.1M | 80,737 | 0.01% | 6q | +20.9%+$4.0M |
| ROYCE & ASSOCIATES LP | $22.5M | 78,747 | 0.18% | 31q | -36.3%-$12.9M |
| AQR CAPITAL MANAGEMENT LLC | $22.2M | 77,372 | 0.01% | 14q | -13.0%-$3.3M |
| Venture Visionary Partners LLC | $22.1M | 77,247 | 0.61% | 6q | -7.7%-$1.9M |
| Aperture Investors, LLC | $21.3M | 74,295 | 1.92% | 4q | -37.2%-$12.6M |
| WELLS FARGO & COMPANY/MN | $19.8M | 69,288 | 0.00% | 31q | +1.2%+$233.7K |
| BESSEMER GROUP INC | $19.6M | 68,393 | 0.03% | 8q | +102.1%+$9.9M |
| Stratos Wealth Partners, LTD. | $19.5M | 67,990 | 0.20% | 12q | -22.5%-$5.6M |
| Legal & General Group Plc | $19.4M | 67,590 | 0.00% | 31q | -2.4%-$470.8K |
| ROYAL BANK OF CANADA | $18.6M | 64,894 | 0.00% | 31q | -15.9%-$3.5M |
| DEUTSCHE BANK AG\ | $18.6M | 64,822 | 0.01% | 34q | -26.9%-$6.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $18.3M | 63,816 | 0.02% | 10q | +2.7%+$486.2K |
| VICTORY CAPITAL MANAGEMENT INC | $18.0M | 63,006 | 0.01% | 10q | +644.0%+$15.6M |
| SIMPLEX TRADING, LLC | $17.5M incl. $13.8M options CALL+PUT | 12,961 | 0.01% | 11q | HELD |
| Swiss National Bank | $16.7M | 58,460 | 0.01% | 12q | +1.4%+$229.1K |
| Nicholas Investment Partners, LP | $16.7M | 58,444 | 0.94% | 4q | +5.2%+$825.9K |
| RHUMBLINE ADVISERS | $16.6M | 57,957 | 0.01% | 31q | -23.2%-$5.0M |
| MARSHALL WACE, LLP | $15.5M | 54,007 | 0.01% | new | NEW |
| ADVISORS MANAGEMENT GROUP INC /ADV | $15.0M | 52,530 | 2.49% | 8q | -4.7%-$748.2K |
| Carnegie Investment Counsel | $14.8M | 51,852 | 0.30% | 11q | -52.5%-$16.4M |
| ALLIANCEBERNSTEIN L.P. | $14.7M | 27,076 | 0.00% | 13q | -44.0%-$11.5M |
| ASSETMARK, INC | $14.4M | 50,365 | 0.02% | 13q | +1.6%+$227.1K |
| DANSKE BANK A/S | $14.2M | 49,709 | 0.03% | 9q | -40.7%-$9.8M |
| Private Advisory Group LLC | $14.2M | 49,440 | 0.76% | 4q | HELD |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $13.9M incl. $5.7M options PUT | 28,668 | 1.44% | 2q | HELD |
| NEUBERGER BERMAN GROUP LLC | $13.4M | 46,839 | 0.01% | 6q | +545.4%+$11.3M |
| Thrivent Financial for Lutherans | $12.8M | 44,675 | 0.02% | 15q | +110.7%+$6.7M |
| AMERICAN CENTURY COMPANIES INC | $12.4M | 43,403 | 0.01% | 15q | -51.0%-$13.0M |
| CONGRESS ASSET MANAGEMENT CO | $12.2M | 42,456 | 0.07% | 5q | +1.0%+$122.8K |
| SEI INVESTMENTS CO | $11.8M | 41,102 | 0.01% | 13q | -15.4%-$2.1M |
| STATE OF WISCONSIN INVESTMENT BOARD | $11.3M | 39,548 | 0.02% | 18q | -7.4%-$904.0K |
| GKV Capital Management Co., Inc. | $11.2M | 38,989 | 3.60% | 7q | +0.7%+$73.3K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $10.9M | 38,126 | 0.04% | 14q | +561.9%+$9.3M |
| Quantum Private Wealth, LLC | $10.6M | 37,182 | 2.73% | 7q | -7.6%-$876.3K |
| GROUP ONE TRADING LLC | $10.4M incl. $6.1M options CALL+PUT | 14,763 | 0.01% | 10q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-27 | 13G | First Trust Portfolios L.P.with 2 co-filers | 5.3% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-14 | Williams Richard E | Director | Sold | 5,250 | $1.6M ×3 |
| 2026-05-14 | COPE BRETT ALAN | President & CEO | Sold | 4,440 | $1.3M |
| 2026-06-30 | METCALF MICHAEL WILLIAM | Exec Vice President | Sold | 4,500 | $1.3M ×8 |
| 2026-06-11 | COPE BRETT ALAN | President & CEO | Sold | 4,440 | $1.2M |
| 2026-07-09 | COPE BRETT ALAN | President & CEO | Sold | 4,440 | $1.1M |
| 2026-08-13 | COPE BRETT ALAN | President & CEO | Sold | 4,500 | $931.5K |
| 2026-09-30 | COPE BRETT ALAN | President & CEO | Sold | 4,799 | $900.6K |
| 2026-05-11 | Mauney William Marshall Jr | Vice President, R&D | Sold | 2,500 | $809.2K ×7 |
| 2026-08-14 | Williams Richard E | Director | Sold | 2,250 | $456.9K |
| 2026-05-28 | Singh Mohit | Director | Sold | 1,350 | $395.8K |
| 2026-10-16 | Ni Ping | Corp Controller | Sold | 700 | $117.0K |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-25 | POWELL THOMAS W | 10% owner | Sold | 33,958 | $10.0M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 130 | $209.8M | 1,128,142 | 18 | 40 | 41 | 0.0% |
| Q2 2026 | 593 | $8.7B | 27,417,568 | 150 | 155 | 206 | 10.2% |
| Q1 2026 | 486 | $5.7B | 9,540,761 | 94 | 146 | 174 | 9.8% |
| Q4 2025 | 429 | $3.3B | 9,501,109 | 56 | 132 | 151 | 7.2% |
| Q3 2025 | 420 | $4.1B | 12,549,589 | 75 | 129 | 141 | 7.0% |
| Q2 2025 | 383 | $2.6B | 11,184,348 | 69 | 127 | 122 | 8.6% |
| Q1 2025 | 347 | $2.0B | 11,171,248 | 64 | 128 | 106 | 8.0% |
| Q4 2024 | 357 | $2.5B | 10,809,425 | 71 | 119 | 114 | 6.0% |
| Q3 2024 | 330 | $2.6B | 11,121,931 | 90 | 105 | 91 | 4.6% |
| Q2 2024 | 271 | $1.7B | 11,631,209 | 59 | 90 | 89 | 2.6% |
| Q1 2024 | 240 | $1.4B | 9,873,630 | 78 | 69 | 70 | 3.0% |
| Q4 2023 | 184 | $778.3M | 8,699,073 | 27 | 63 | 59 | 1.2% |
| Q3 2023 | 167 | $687.2M | 8,234,211 | 39 | 48 | 58 | 0.4% |
| Q2 2023 | 146 | $481.7M | 7,925,398 | 37 | 50 | 43 | 0.3% |
| Q1 2023 | 117 | $334.2M | 7,829,251 | 22 | 36 | 37 | 0.2% |
| Q4 2022 | 106 | $269.5M | 7,610,041 | 33 | 28 | 29 | 0.6% |
| Q3 2022 | 79 | $167.0M | 7,892,574 | 3 | 26 | 21 | 0.4% |
| Q2 2022 | 90 | $192.3M | 8,117,503 | 15 | 23 | 33 | 1.3% |
| Q1 2022 | 89 | $210.7M | 10,801,839 | 8 | 32 | 34 | 0.2% |
| Q4 2021 | 98 | $385.4M | 13,036,179 | 11 | 32 | 30 | 0.0% |
| Q3 2021 | 101 | $257.1M | 10,404,704 | 18 | 29 | 38 | 0.0% |
| Q2 2021 | 106 | $257.7M | 8,327,635 | 6 | 35 | 39 | 0.0% |
| Q1 2021 | 109 | $279.1M | 8,239,411 | 10 | 30 | 44 | 0.0% |
| Q4 2020 | 117 | $239.6M | 8,099,523 | 15 | 34 | 49 | 0.0% |
| Q3 2020 | 112 | $264.3M | 10,948,680 | 8 | 32 | 47 | 0.0% |
| Q2 2020 | 119 | $306.1M | 11,176,428 | 14 | 49 | 32 | 0.0% |
| Q1 2020 | 122 | $397.2M | 15,474,093 | 16 | 44 | 39 | 0.0% |
| Q4 2019 | 142 | $558.1M | 11,387,716 | 25 | 41 | 47 | 0.1% |
| Q3 2019 | 127 | $429.7M | 10,975,271 | 23 | 48 | 28 | 0.0% |
| Q2 2019 | 109 | $410.3M | 10,793,100 | 22 | 30 | 23 | 0.1% |
| Q1 2019 | 97 | $283.9M | 10,691,651 | 7 | 29 | 25 | 0.0% |
| Q4 2018 | 95 | $692.0M | 27,670,132 | 3 | 0 | 2 | 0.0% |