Security key
739128106
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 10,934,716
- Total 13F value
- $2,428,721,542
- Share change
- -653,524
- Put/Call ratio
- 77%
- SEC-reported price per share
- $221.99
- Number of holders
- 316
- Value change
- -$120,301,240
- Number of buys
- 188
- Number of sells
- 126
- Shares outstanding
- 12,067,538
Holder snapshot
7 signals
Show 1 more signal
Security identity
1 source field
Report period
Q3 2024
Institutions
316
Top holders
10
POWL full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2024
Previous quarter: Q2 2024
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 Jun 2024
13F
Lead comparable stake: 14%
Showing 1-6 of 15 holder rows.
Quick read
Transform Wealth, LLC leads the comparable SEC ownership view at 14%.
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
14%
BlackRock Finance, Inc.
12%
VANGUARD GROUP INC
5.4%
DIMENSIONAL FUND ADVISORS LP
5.4%
Pacer Advisors, Inc.
3.9%
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
|
14%
|
$240,074,831
1,674,162 shares
|
— | 30 Jun 2024 |
| BlackRock Finance, Inc. |
13F
Company
|
12%
|
$201,864,778
1,407,704 shares
|
— | 30 Jun 2024 |
| VANGUARD GROUP INC |
13F
Company
|
5.4%
|
$92,923,487
648,002 shares
|
— | 30 Jun 2024 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
5.4%
|
$92,897,806
647,827 shares
|
— | 30 Jun 2024 |
| Pacer Advisors, Inc. |
13F
Company
|
3.9%
|
$67,592,020
471,353 shares
|
— | 30 Jun 2024 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
3.4%
|
$59,343,939
413,835 shares
|
— | 30 Jun 2024 |
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 Q3 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
316
Shares
10,934,716
Rows available
316
| 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 Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
264
Q3 2024 holders
316
Holder diff
52
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 value | Q3 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend