POWL — POWELL INDS INC
As of Q2 2026, 38 SEC-registered investment managers reported holding POWL (POWELL INDS INC) in their latest 13F filings, with a combined reported value of $2.75B across 9.96M shares. That is +161.2% by share count (+6.15M shares) versus the previous quarter, while reported value moved +36.2%. Ownership is concentrated: the five largest holders account for 65.1% of reported value and the top ten for 79.7%.
Compared with the prior quarter, 5 opened new positions, 31 added to existing stakes, 2 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
POWL is classified in the Energy sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 3.61M | $1.03B | 0.02% | Add |
| Vanguard Group history | Q4 2025 | 706.64K | $225.26M | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 769.54K | $220.36M | 0.02% | Add |
| Morgan Stanley history | Q2 2026 | 768.11K | $219.96M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 668.80K | $191.56M | 0.01% | Add |
| Citadel Advisors history | Q2 2026 | 436.73K | $125.06M | 0.01% | Add |
| Janus Henderson Group history | Q1 2026 | 224.97K | $121.64M | 0.06% | Add |
| UBS Group AG history | Q2 2026 | 367.67K | $105.28M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 308.45K | $88.33M | 0.01% | Add |
| Capital World Investors history | Q2 2026 | 295.23K | $84.54M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 223.35K | $63.96M | 0.01% | Add |
| BNY Mellon history | Q2 2026 | 210.89K | $60.39M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 208.16K | $59.61M | 0.01% | Add |
| Millennium Management history | Q2 2026 | 205.50K | $58.85M | 0.02% | Add |
| Principal Global Investors history | Q2 2026 | 198.72K | $56.91M | 0.03% | Add |
| D. E. Shaw & Co history | Q2 2026 | 194.98K | $55.84M | 0.03% | Add |
| Bank of America Corp history | Q2 2026 | 189.75K | $54.34M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 153.73K | $43.60M | 0.01% | New |
| Arrowstreet Capital history | Q4 2024 | 151.06K | $33.48M | 0.03% | Reduce |
| Renaissance Technologies history | Q2 2026 | 114.00K | $32.65M | 0.04% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 153.73K sh · $43.60M
- Marshall Wace 54.01K sh · $15.47M
- Bridgewater Associates 9.61K sh · $2.75M
- MFS Investment Management 5.07K sh · $1.45M
- Lazard Asset Management 729 sh · $208.76K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 224.97K sh · $121.64M
- CPP Investments sold 1.80K sh · $973.94K
- Balyasny Asset Management sold 966 sh · $522.68K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 1.46M | 1.57M | 1.46M | 1.40M | 1.38M | 1.40M | 1.41M | 3.61M |
| Invesco Ltd | 121.10K | 145.90K | 151.43K | 158.79K | 140.67K | 277.45K | 270.13K | 122.50K | 156.95K | 148.65K | 121.47K | 64.60K | 113.29K | 265.14K | 275.98K | 340.01K | 348.09K | 214.98K | 241.81K | 769.54K |
| Morgan Stanley | 84.05K | 69.97K | 105.03K | 149.24K | 148.94K | 139.71K | 130.48K | 153.08K | 161.47K | 221.86K | 133.20K | 287.98K | 537.87K | 612.00K | 617.49K | 169.08K | 296.46K | 192.72K | 272.00K | 768.11K |
| Geode Capital Management | 150.87K | 156.62K | 164.41K | 168.09K | 168.19K | 175.30K | 181.28K | 185.48K | 196.26K | 206.24K | 232.67K | 247.36K | 257.05K | 224.26K | 231.99K | 237.72K | 238.57K | 239.09K | 242.86K | 668.80K |
| Citadel Advisors | 26.48K | 12.49K | 67.58K | 43.44K | 41.93K | 54.37K | 7.56K | 109.20K | 64.65K | 62.27K | 151.54K | 120.44K | 170.77K | 187.75K | 246.37K | 241.36K | 142.50K | 108.31K | 125.96K | 436.73K |
| UBS Group AG | 2.07K | 7.98K | 4.72K | 2.42K | 4.93K | 5.42K | 9.28K | 22.23K | 3.26K | 17.43K | 8.38K | 11.16K | 16.82K | 123.21K | 168.20K | 148.87K | 158.25K | 98.56K | 146.14K | 367.67K |
| Goldman Sachs Group | 85.92K | 85.52K | 87.22K | 85.79K | 88.06K | 152.33K | 185.29K | 199.57K | 156.24K | 177.56K | 245.24K | 105.91K | 111.59K | 220.70K | 155.84K | 152.64K | 86.25K | 115.70K | 126.45K | 308.45K |
| Capital World Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 64.95K | 95.85K | 295.23K |
| Charles Schwab Investment Management | 24.69K | 24.71K | 24.69K | 24.92K | 25.42K | 25.07K | 26.16K | 27.45K | 73.86K | 74.90K | 77.66K | 83.49K | 93.84K | 94.48K | 94.80K | 96.80K | 97.55K | 96.46K | 93.75K | 223.35K |
| BNY Mellon | 228.91K | 209.50K | 214.11K | 215.06K | 216.05K | 215.24K | 210.09K | 190.78K | 172.79K | 101.77K | 98.50K | 99.52K | 92.01K | 80.79K | 77.81K | 78.32K | 76.62K | 75.39K | 73.26K | 210.89K |
| Northern Trust Corp | 142.17K | 116.74K | 111.55K | 95.84K | 96.29K | 97.12K | 94.76K | 96.51K | 99.26K | 101.77K | 102.32K | 98.78K | 100.96K | 116.82K | 106.69K | 119.02K | 123.54K | 115.53K | 112.42K | 208.16K |
| Millennium Management | 27.11K | 38.25K | 27.50K | — | 49.15K | 124.11K | 235.74K | 159.91K | 165.00K | 179.78K | 215.84K | 135.95K | 137.88K | 72.90K | 39.25K | 43.00K | 17.52K | 3.23K | 9.45K | 205.50K |
| Principal Global Investors | 73.22K | 60.11K | 59.75K | 55.95K | 56.03K | 55.53K | 55.08K | 53.95K | 52.38K | 51.77K | 50.30K | 48.71K | 51.51K | 54.06K | 55.57K | 74.01K | 45.53K | 45.03K | 65.05K | 198.72K |
| D. E. Shaw & Co | 9.82K | 14.34K | 18.64K | — | — | 14.51K | — | 20.23K | 7.25K | 5.69K | 19.60K | 18.97K | 26.30K | 101.20K | 53.48K | 29.68K | 59.78K | 80.39K | 89.75K | 194.98K |
| Bank of America Corp | 14.42K | 19.71K | 13.00K | 7.21K | 6.32K | 10.80K | 13.17K | 19.14K | 11.60K | 22.09K | 22.10K | 155.05K | 67.03K | 13.38K | 24.75K | 20.62K | 23.62K | 21.39K | 90.80K | 189.75K |
| JPMorgan Chase & Co | 301.63K | 298.46K | 254.71K | 202.29K | 193.31K | 273.29K | 179.41K | 92.74K | 91.58K | 91.19K | 107.23K | 13.33K | 26.86K | 29.70K | 29.29K | 31.12K | 29.39K | 30.05K | — | 153.73K |
| Renaissance Technologies | 444.13K | 423.74K | 407.04K | 399.13K | 365.13K | 365.13K | 343.54K | 360.63K | 383.94K | 375.83K | 470.33K | 413.83K | 336.33K | 158.03K | 48.53K | 26.83K | 18.73K | 10.53K | 34.69K | 114.00K |
| PSP Investments | 18.20K | 18.20K | 16.86K | 16.86K | 16.86K | 16.50K | 16.03K | 16.21K | 11.29K | 18.95K | 18.95K | 20.29K | 19.89K | 23.26K | 29.86K | 32.07K | 36.73K | 39.15K | 41.26K | 110.82K |
| Royce & Associates | 137.02K | 94.75K | 89.78K | 80.28K | 80.28K | 80.28K | 80.28K | 81.77K | 87.39K | 92.72K | 87.58K | 82.28K | 74.46K | 72.19K | 69.53K | 68.19K | 63.88K | 61.83K | 41.22K | 78.75K |
| AQR Capital Management | — | — | — | — | — | — | 27.36K | 99.12K | 62.81K | 75.54K | 56.88K | 49.18K | 54.10K | 62.31K | 45.29K | 35.36K | 28.79K | 32.52K | 29.65K | 77.37K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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