Powell Industries, Inc.
Powell Industries, Inc. (POWL) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · POWL · as of Jun 30, 2024
Ownership Breakdown
275
Institutional Holders
▲ 29 vs Q1
$1.66B
Total Inst. Value
▲ $342.19M vs Q1
36.43M
Shares Outstanding
freeFloat 78.88%
11.59M
13F Shares Held
▲ 2.09M vs Q1
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
POWL largest shareholders · institutional ownership
Q2 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
TRANSFORM WEALTH, LLC switchgear & switchboard apparatus | 1.67M | 13.95% | 13.95% | $240.07B | Jul 15, 2024 | ▲ 1.67M |
BLACKROCK INC. switchgear & switchboard apparatus | 1.41M | 11.73% | 11.73% | $201.86B | Aug 13, 2024 | ▼ 41.9K |
VANGUARD GROUP INC switchgear & switchboard apparatus | 648.0K | 5.40% | 5.40% | $92.92B | Aug 13, 2024 | ▼ 8.4K |
DIMENSIONAL FUND ADVISORS LP switchgear & switchboard apparatus | 647.8K | 5.40% | 5.40% | $92.90B | Aug 9, 2024 | ▼ 44.7K |
PACER ADVISORS, INC. switchgear & switchboard apparatus | 471.4K | 3.93% | 3.93% | $67.59B | Aug 13, 2024 | ▼ 141.8K |
RENAISSANCE TECHNOLOGIES LLC switchgear & switchboard apparatus | 413.8K | 3.45% | 3.45% | $59.34B | Aug 9, 2024 | ▼ 56.5K |
FIRST TRUST ADVISORS LP switchgear & switchboard apparatus | 404.7K | 3.37% | 3.37% | $58.03B | Aug 13, 2024 | ▲ 101.4K |
STATE STREET CORP switchgear & switchboard apparatus | 359.3K | 2.99% | 2.99% | $51.53B | Aug 14, 2024 | ▲ 7.4K |
MORGAN STANLEY switchgear & switchboard apparatus | 288.0K | 2.40% | 2.40% | $41.30B | May 14, 2025 | ▲ 154.8K |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. switchgear & switchboard apparatus | 275.7K | 2.30% | 2.30% | $39.54B | Aug 14, 2024 | NEW |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q2 2024 vs prior quarter
Q2 2024
24
Increased
+2.54M shares8
New Positions
first time holders18
Decreased
−803.1K shares0
Sold Out
fully exitedNet shares change (top 50)
+1.74M
+2.54M / −803.1K
Net new holders
+14
8 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
POWL insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
12
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Singh Mohit director | May 28, 2026 | Sale | 1,350 | $293.21 | $395.8K | 2.7K | Form 4 ↗ |
COPE BRETT ALAN President & CEO | May 14, 2026 | Sale | 4,440 | $301.00 | $1.34M | 490.1K | Form 4 ↗ |
Williams Richard E director | May 14, 2026 | Sale | 4,370 | $298.88 | $1.31M | 40.5K | Form 4 ↗ |
Williams Richard E director | May 14, 2026 | Sale | 740 | $300.66 | $222.5K | 39.8K | Form 4 ↗ |
Williams Richard E director | May 14, 2026 | Sale | 140 | $301.05 | $42.1K | 39.6K | Form 4 ↗ |
Mauney William Marshall Jr Vice President, R&D | May 11, 2026 | Sale | 927 | $321.86 | $298.4K | 12.4K | Form 4 ↗ |
Mauney William Marshall Jr Vice President, R&D | May 11, 2026 | Sale | 386 | $322.70 | $124.6K | 12.0K | Form 4 ↗ |
Mauney William Marshall Jr Vice President, R&D | May 11, 2026 | Sale | 176 | $323.82 | $57.0K | 11.9K | Form 4 ↗ |
Mauney William Marshall Jr Vice President, R&D | May 11, 2026 | Sale | 313 | $324.87 | $101.7K | 11.6K | Form 4 ↗ |
Mauney William Marshall Jr Vice President, R&D | May 11, 2026 | Sale | 623 | $325.97 | $203.1K | 10.9K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Powell Industries, Inc. (POWL) is primarily owned by institutional investors, who hold approximately 31.8% of total shares outstanding. Company insiders own approximately 21.12%, while retail and public investors account for the remaining 47.08%.
The largest institutional shareholder of Powell Industries, Inc. is TRANSFORM WEALTH, LLC, holding approximately 1.67 million shares — equal to 13.95% of outstanding shares — as of June 30, 2024.
A total of 275 institutional investors currently hold POWL stock, with a combined institutional value of approximately $1.66 billion as of the most recent 13F filing period.
Frequently asked questions
POWL ownershipPowell Industries, Inc. (POWL) is primarily owned by institutional investors, who hold approximately 31.8% of shares. The largest shareholder is TRANSFORM WEALTH, LLC with a 13.95% stake. Company insiders hold 21.12%. Data sourced from SEC Form 13F as of June 30, 2024.