Security key
739128106
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 10,231,073
- Total 13F value
- $198,735,629
- Share change
- -157,006
- SEC-reported price per share
- $19.42
- Number of holders
- 87
- Value change
- -$5,671,313
- Number of buys
- 38
- Number of sells
- 52
- Shares outstanding
- 12,067,538
Holder snapshot
6 signals
Security identity
1 source field
Report period
Q1 2022
Institutions
87
Top holders
10
POWL full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2022
Previous quarter: Q4 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
31 Dec 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.
Comparable ownership
Top 5
Transform Wealth, LLC
21%
BlackRock Finance, Inc.
12%
DIMENSIONAL FUND ADVISORS LP
6.6%
VANGUARD GROUP INC
4.9%
Mirae Asset Global Investments Co...
3.6%
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%
|
$74,732,000
2,534,155 shares
|
— | 31 Dec 2021 |
| BlackRock Finance, Inc. |
13F
Company
|
12%
|
$43,046,000
1,459,707 shares
|
— | 31 Dec 2021 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
6.6%
|
$23,560,000
798,922 shares
|
— | 31 Dec 2021 |
| VANGUARD GROUP INC |
13F
Company
|
4.9%
|
$17,556,000
595,329 shares
|
— | 31 Dec 2021 |
| Mirae Asset Global Investments Co., Ltd. |
13F
Company
|
3.6%
|
$12,656,000
429,169 shares
|
— | 31 Dec 2021 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
3.5%
|
$12,496,000
423,735 shares
|
— | 31 Dec 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 Q1 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
87
Shares
10,231,073
Rows available
87
| 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 Q1 2022 vs Q4 2021 Across Filers
Q4 2021 holders
99
Q1 2022 holders
87
Holder diff
-12
| Investor | Q4 2021 Shares | Q1 2022 Shares | Share Diff | Share Chg % | Q4 2021 value | Q1 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend