Security key
739128106
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 10,385,014
- Total 13F value
- $305,978,796
- Share change
- +17,788
- SEC-reported price per share
- $29.49
- Number of holders
- 99
- Value change
- +$1,561,902
- Number of buys
- 44
- Number of sells
- 48
- Shares outstanding
- 12,067,538
Holder snapshot
6 signals
Security identity
Who this page is about.
1 source field
Report period
Q4 2021
Institutions
99
Top holders
10
POWL full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2022
Previous quarter: Q3 2021
POWELL INDUSTRIES INC SEC filings
POWELL INDUSTRIES INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 739128106
Recent filing periods:
Ownership snapshot
Top reported holders of POWL - POWELL INDUSTRIES INC - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Transform Wealth, LLC
Disclosed value leader
Transform Wealth, LLC
Comparable rows
15/15
Latest evidence
30 Sep 2021
13F
Lead comparable stake: 21%
Showing 1-6 of 15 holder rows.
Quick read
Transform Wealth, LLC leads the comparable SEC ownership view at 21%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Transform Wealth, LLC's linked filing trail.
Comparable ownership
Top 5
Transform Wealth, LLC
21%
BlackRock Finance, Inc.
12%
DIMENSIONAL FUND ADVISORS LP
7%
VANGUARD GROUP INC
5%
RENAISSANCE TECHNOLOGIES LLC
3.7%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Transform Wealth, LLC |
13F
Company
|
21%
|
$62,264,000
2,534,155 shares
|
— | 30 Sep 2021 |
| BlackRock Finance, Inc. |
13F
Company
|
12%
|
$34,769,000
1,415,146 shares
|
— | 30 Sep 2021 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
7%
|
$20,731,000
843,712 shares
|
— | 30 Sep 2021 |
| VANGUARD GROUP INC |
13F
Company
|
5%
|
$14,863,000
604,953 shares
|
— | 30 Sep 2021 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
3.7%
|
$10,912,000
444,135 shares
|
— | 30 Sep 2021 |
| Mirae Asset Global Investments Co., Ltd. |
13F
Company
|
3.1%
|
$9,167,000
373,107 shares
|
— | 30 Sep 2021 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
99
Shares
10,385,014
Rows available
99
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2021 vs Q3 2021 Across Filers
Q3 2021 holders
100
Q4 2021 holders
99
Holder diff
-1
| Investor | Q3 2021 Shares | Q4 2021 Shares | Share Diff | Share Chg % | Q3 2021 value | Q4 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend