Security key
739128106
- Security type / class
- Equity / Common
- Total 13F shares
- 10,793,007
- Total 13F value
- $2,393,884,361
- Share change
- -359,689
- Put/Call ratio
- 120%
- SEC-reported price per share
- $221.65
- Number of holders
- 345
- Value change
- -$80,050,615
- Number of buys
- 189
- Number of sells
- 161
- Shares outstanding
- 36,441,473
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2024
Institutions
345
Top holders
10
POWL full security history
Ownership snapshot
Full 13F holder table
POWELL INDUSTRIES INC SEC filings
POWELL INDUSTRIES INC company facts
Broader feeds
Ownership snapshot
Top reported holders of POWL - POWELL INDUSTRIES INC - Common (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 2024
13F
Lead comparable stake: 4.6%
Showing 1-6 of 15 holder rows.
Quick read
Transform Wealth, LLC leads the comparable SEC ownership view at 4.6%.
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
4.6%
BlackRock, Inc.
4%
VANGUARD GROUP INC
1.8%
DIMENSIONAL FUND ADVISORS LP
1.5%
MORGAN STANLEY
1.5%
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
|
4.6%
|
$371,557,761
1,673,759 shares
|
— | 30 Sep 2024 |
| BlackRock, Inc. |
13F
Company
|
4%
|
$324,463,051
1,461,611 shares
|
— | 30 Sep 2024 |
| VANGUARD GROUP INC |
13F
Company
|
1.8%
|
$147,192,911
663,061 shares
|
— | 30 Sep 2024 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
1.5%
|
$121,368,708
546,743 shares
|
— | 30 Sep 2024 |
| MORGAN STANLEY |
13F
Company
|
1.5%
|
$119,402,773
537,873 shares
|
— | 30 Sep 2024 |
| Pacer Advisors, Inc. |
13F
Company
|
1.1%
|
$85,663,277
385,888 shares
|
— | 30 Sep 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 Q4 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
345
Shares
10,793,007
Rows available
345
| 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 2024 vs Q3 2024 Across Filers
Q3 2024 holders
316
Q4 2024 holders
345
Holder diff
29
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 value | Q4 2024 value | Value change | Value Chg % |
|---|