$POWL

$161.36 +$4.29 (2.73%) Close

$POWL Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 36.4M shares outstanding

Who owns POWL?

By type of holder

Institutions 74.8% Insiders 25.2% Everyone else 0.0%

Concentration Top 10 holders own 94.3%

Powell Thomas W 61.1% · BlackRock, Inc. 9.9%

Institutional ownership

74.8%

+48.7 pts vs last qtr

Institutional holders

580

+102 vs last qtr

Net shares bought

+17.7M

by institutions in Q2 2026

New / sold out

154 / 52

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +2.2M
Vanguard Portfolio Management LLC +1.2M

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −225.0K
Voss Capital, LP −116.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$29.6M

20 notices from 8 people

Shares covered

72.7K

0.20% of the company

Arranged in advance

39%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Thomas W Powell 10% stockholder $16M
Cope Brett Alan Officer 10b5-1 $6.34M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+6.4%

+0.70% a year

Each share's claim on the business

−6.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$3.74M vs $38.7M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years53% 3–5 years10% 1–3 years23% Under 1 year14%

Quarterly turnover

98.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting POWL on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	3.6M	9.91%	+2.2M (+156.6%)	≤2021	0.0%
Shares held by quarter Peak holding3.6M (Q2'26) Change over 8 quarters+2.1M Share of the company9.910% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	1.6M	4.28%	+1.2M (+306.1%)	≤2021	0.0%
Shares held by quarter Peak holding1.6M (Q2'26) Change over 8 quarters+1.6M Share of the company4.280% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

3.6M

% of company

9.91%

Change vs last qtr

+2.2M (+156.6%)

Held since

≤2021

Vanguard Portfolio Management LLC

1.6M

% of company

4.28%

Change vs last qtr

+1.2M (+306.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Powell Industries Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting POWL on Form N-PORT; together they hold 39.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$490M	1.7M	4.70%	0.44%	June 30, 2026
FT First Trust RBA American Industrial Renaissance ETF First Trust Exchange-Traded Fund VI	$285M	996.3K	2.73%	2.48%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$490M

% of company

4.70%

% of the fund

0.44%

As of

June 30, 2026

First Trust RBA American Industrial Renaissance ETF

First Trust Exchange-Traded Fund VI

Position value

$285M

% of company

2.73%

% of the fund

2.48%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Powell Industries Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
PT Powell Thomas W Insider	22.3M	61.09%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company61.090% Powell Thomas W's insider activity →
CB Cope Brett Alan Insider	515.0K	1.41%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.410% Cope Brett Alan's insider activity →

Powell Thomas W

Insider

22.3M

% of company

61.09%

Change vs last qtr

—

Held since

—

Cope Brett Alan

Insider

515.0K

% of company

1.41%

Change vs last qtr

—

Held since

—

19 more holders behind a free account

See every insider and 5%+ holder of Powell Industries Inc.

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