Powell Industries

POWL • NASDAQ

Powell Industries is a electrical equipment & parts company in the industrials sector on NASDAQ, led by Brett A. Cope, with a market cap of $4.1B. As of Q3 2025, 103% of shares are held by 399 institutional investors, with Kovitz Investment Group Partners, LLC as the largest holder at 19.18%.

President and Chief Executive OfficerBrett A. Cope

Market Cap$4.1B

Electrical Equipment & Parts

Industrials

Employees2.4K

Websitepowellind.com

Country

United States of America

Overview

Overview of institutional ownership in POWL as of Q3 2025 with a market cap of $3.7B

All Institutions

Institutions: 399
Value Held: $3.8B
Shares Held: 12.4M
Avg Position: $9.5M
Median Position: $751.7K

Hedge Funds

Hedge Funds: 38
Value Held: $327.7M
Shares Held: 1.1M
Avg Position: $8.6M
Median Position: $2.9M

Ownership Breakdown

Institutional (non-HF)

94.26%

$3.5B

Hedge Funds

8.91%

$327.7M

Retail & Other

Based on market cap of $3.7B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in POWL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Kovitz Investment Group Partners, LLC RIA/Wealth	Mitchell Armin Kovitz CEO	$705.5M 2.76% of portfolio	19.18% 2.3M shares	Q2 2025 Held for 5 months	$25.6B
B BlackRock, Inc. Institution	-	$419.1M 0.01% of portfolio	11.39% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$213.4M 0.00% of portfolio	5.80% 700.2K shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
FIRST TRUST ADVISORS LP ETF Provider	James Allen Bowen CEO	$187.5M 0.14% of portfolio	5.10% 615.1K shares	Q1 2023 Held for 2y 8m	$134.11B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$112.3M 0.02% of portfolio	3.05% 368.3K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$107.5M 0.00% of portfolio	2.92% 352.8K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$106.1M 0.02% of portfolio	2.88% 348.1K shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
F Fisher Asset Management, LLC Institution	-	$91.6M 0.03% of portfolio	2.49% 300.5K shares	Q1 2025 Held for 8 months	$276.29B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$90.4M 0.01% of portfolio	2.46% 296.5K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
V Voss Capital LLC Institution	-	$89.9M 5.13% of portfolio	2.44% 295.0K shares	Q2 2025 Held for 5 months	$1.8B

Net Capital Flow

Institutional buying and selling activity for POWL in Q3 2025

Traded: +$492.3M
Buyers: 215
Sellers: 174
Total Bought: +$761.5M
Total Sold: −$269.2M
Avg Position: $8.7M

Biggest Buyers

Institution	Net Bought	Current Position
Kovitz Investment Group Partners, LLC RIA/Wealth	+$209.3M +686.6K shares	$705.5M 2.3M shares
FIRST TRUST ADVISORS LP ETF Provider	+$74.4M +244.1K shares	$187.5M 615.1K shares
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Hedge Fund•Long/Short	+$43.5M +142.8K shares	$43.5M 142.8K shares
MORGAN STANLEY RIA/Wealth	+$38.8M +127.4K shares	$90.4M 296.5K shares
V Voss Capital LLC Institution	+$33.6M +110.1K shares	$89.9M 295.0K shares
F Fisher Asset Management, LLC Institution	+$30.4M +99.9K shares	$91.6M 300.5K shares
HENDERSON GROUP PLC Institution	+$30.1M +98.8K shares	$35.6M 116.8K shares
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	+$26.0M +85.3K shares	$26.0M 85.3K shares
Aperture Investors, LLC Hedge Fund•Multi-Strategy	+$23.6M +77.4K shares	$23.6M 77.4K shares
Broad Bay Capital Management, LP Hedge Fund•Long/Short	+$21.3M +70.0K shares	$21.3M 70.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
GOLDMAN SACHS GROUP INC Institution	−$20.2M −66.4K shares	$26.3M 86.3K shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$19.6M −64.2K shares	$3.2M 10.5K shares
O Ophir Asset Management Pty Ltd Long Only Manager	−$19.5M −63.9K shares	$37.0M 121.2K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$13.6M −44.5K shares	$3.3M 10.7K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$12.3M −40.3K shares	$112.3M 368.3K shares
A AMERICAN CENTURY COMPANIES INC Institution	−$9.7M −31.9K shares	$4.9M 16.1K shares
PRINCIPAL FINANCIAL GROUP INC Institution	−$8.7M −28.5K shares	$13.9M 45.5K shares
GRANAHAN INVESTMENT MANAGEMENT INC/MA Long Only Manager	−$8.4M −27.4K shares	$5.1M 16.8K shares
HARBOR CAPITAL ADVISORS, INC. ETF Provider	−$7.5M −24.5K shares	$1.5M 4.9K shares
Portolan Capital Management, LLC Hedge Fund•Long/Short	−$6.8M −22.3K shares	$45.2M 148.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited POWL in Q3 2025

New Positions: 55
New Value: $164.1M
Exited Positions: 38
Exited Value: $30.4M

New Positions

Institution	Position Value
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Hedge Fund•Long/Short	$43.5M 142.8K shares
Aperture Investors, LLC Hedge Fund•Multi-Strategy	$23.6M 77.4K shares
Broad Bay Capital Management, LP Hedge Fund•Long/Short	$21.3M 70.0K shares
Intrinsic Edge Capital Management LLC Hedge Fund•Multi-Strategy	$20.0M 65.6K shares
P Private Advisory Group LLC RIA/Wealth	$9.8M 32.3K shares
Vision One Management Partners, LP Hedge Fund•Activist	$7.2M 23.6K shares
Nicholas Investment Partners, LP Long Only Manager	$5.3M 17.5K shares
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	$3.1M 10.2K shares
I Integrated Financial Solutions, Inc. RIA/Wealth	$2.5M 11.9K shares
C Concentric Capital Strategies, LP Hedge Fund•Long/Short	$2.5M 8.2K shares

Exited Positions

Institution	Previous Position
O OPTIONS SOLUTIONS, LLC Hedge Fund•Sector	$4.4M 20.9K shares
R Ruffer LLP Long Only Manager	$3.6M 17.3K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$3.2M 15.1K shares
HITE Hedge Asset Management LLC Hedge Fund•Long/Short	$3.0M 14.0K shares
Marshall Wace LLP Institution	$1.8M 8.8K shares
A AXA Institution	$1.8M 8.5K shares
Magnetar Financial LLC Hedge Fund•Multi-Strategy	$1.5M 7.2K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$1.3M 6.2K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.2M 5.6K shares
Y Y-Intercept Ltd Institution	$1.2M 5.5K shares

Options Activity

Institutions with the largest Call and Put options positions in POWL as of Q3 2025

Call Positions: 15
Call Value: $196.8M
Put Positions: 10
Put Value: $57.2M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$66.6M 2.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$32.0M 1.1K contracts
J JANE STREET GROUP, LLC Institution	$31.3M 1.0K contracts
B BlueCrest Capital Management Ltd Institution	$20.2M 662.0 contracts
D D. E. Shaw & Co., Inc. Institution	$13.9M 456.0 contracts
P PEAK6 LLC Institution	$9.1M 299.0 contracts
Walleye Trading LLC RIA/Wealth	$8.0M 263.0 contracts
W WOLVERINE TRADING, LLC Institution	$6.4M 210.0 contracts
R ROYAL BANK OF CANADA Institution	$6.1M 200.0 contracts
C Cubist Systematic Strategies, LLC Institution	$1.3M 42.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$38.3M 1.3K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$8.2M 268.0 contracts
J JANE STREET GROUP, LLC Institution	$3.9M 127.0 contracts
W WOLVERINE TRADING, LLC Institution	$3.5M 116.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$1.3M 43.0 contracts
C Cubist Systematic Strategies, LLC Institution	$1.0M 33.0 contracts
Walleye Trading LLC RIA/Wealth	$883.9K 29.0 contracts
P PEAK6 LLC Institution	$213.4K 7.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	- - contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with POWL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ENGINE NO. 1 LLC Hedge Fund•Activist	Jennifer Lisa Grancio CEO	40.95% $36.3M	0.99% 119.0K shares	Q1 2024 Held for 1y 8m	$88.6M
V Voss Capital LLC Institution	-	5.13% $89.9M	2.44% 295.0K shares	Q2 2025 Held for 5 months	$1.8B
O Ophir Asset Management Pty Ltd Long Only Manager	Sandra Donnarumma COO	4.56% $37.0M	1.00% 121.2K shares	Q1 2024 Held for 1y 8m	$809.7M
Vision One Management Partners, LP Hedge Fund•Activist	Courtney Richard Mather CEO	4.52% $7.2M	0.20% 23.6K shares	Q3 2025 Held for 2 months	$158.9M
Aperture Investors, LLC Hedge Fund•Multi-Strategy	Peter Steven Kraus CEO	3.28% $23.6M	0.64% 77.4K shares	Q3 2025 Held for 2 months	$719.9M
Archon Capital Management LLC Hedge Fund•Long/Short	Constantinos John Christofilis Managing Partner	3.27% $5.5M	0.15% 18.0K shares	Q1 2025 Held for 8 months	$167.6M
A ABS Direct Equity Fund LLC Institution	-	3.27% $2.3M	0.06% 7.5K shares	Q3 2025 Held for 2 months	$69.9M
Intrinsic Edge Capital Management LLC Hedge Fund•Multi-Strategy	Mark David Coe Managing Partner	3.04% $20.0M	0.54% 65.6K shares	Q3 2025 Held for 2 months	$658.6M
R RPG Investment Advisory, LLC Institution	-	2.84% $24.0M	0.65% 78.9K shares	Q4 2024 Held for 11 months	$846.5M
Kovitz Investment Group Partners, LLC RIA/Wealth	Mitchell Armin Kovitz CEO	2.76% $705.5M	19.18% 2.3M shares	Q2 2025 Held for 5 months	$25.6B

Hedge Fund Spotlight

Discover hedge funds investing in POWL

Walleye Trading Advisors, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerWilliam Dunning England

Portfolio Value: $11.2B
Positions: 1,691
Last Reported: Q3 2025

Sector Allocation

Position in Powell Industries

Market Value: $623.9K
Shares Held: 2.0K
Portfolio Weight: 0.01%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$463.8M	4.15%
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$346.6M	3.10%
3 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$288.5M	2.58%