Security key
739128106
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 9,397,527
- Total 13F value
- $5,075,959,211
- Share change
- -193,511
- Put/Call ratio
- 47%
- SEC-reported price per share
- $541.08
- Number of holders
- 459
- Value change
- -$17,734,655
- Number of buys
- 235
- Number of sells
- 212
- Shares outstanding
- 12,067,538
Holder snapshot
7 signals
Show 1 more signal
Security identity
1 source field
Report period
Q1 2026
Institutions
459
Top holders
10
POWL full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q4 2025
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
FIRST TRUST PORTFOLIOS LP
Disclosed value leader
Thomas W. Powell
Comparable rows
15/15
Latest evidence
31 Mar 2026
13D/G
3/4/5
Lead comparable stake: 5.9%
13D/G row: FIRST TRUST PORTFOLIOS LP
Showing 1-6 of 15 holder rows.
Quick read
FIRST TRUST PORTFOLIOS LP leads the comparable SEC ownership view at 5.9%.
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
FIRST TRUST PORTFOLIOS LP
5.9%
NorthCoast Asset Management LLC
0.02%
Thomas W. Powell
18%
Frederick N. Mudge
0.25%
Michael W. Metcalf
0.23%
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 |
|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP |
13D/G
First Trust Portfolios L.P.
|
5.9%
|
$218,123,560
715,605 shares
|
$0 | 30 Sep 2025 |
| NorthCoast Asset Management LLC |
13D/G
Kovitz Investment Group Partners, LLC
|
0.02%
|
$737,640
2,420 shares
|
-$495,456,158 | 31 Oct 2025 |
| Thomas W. Powell |
3/4/5
10%+ Owner
|
18%
|
$1,195,183,159
2,228,022 shares
|
-$40,955,795 | 19 Mar 2026 |
| Frederick N. Mudge |
3/4/5
Vice President, Operations
|
0.25%
|
$10,119,880
29,921 shares
|
-$1,776,000 | 02 Jan 2026 |
| Michael W. Metcalf |
3/4/5
Exec Vice President
|
0.23%
|
$15,051,753
27,800 shares
|
-$3,872,245 | 31 Mar 2026 |
| Christopher E. Cragg |
3/4/5
Director
|
0.1%
|
$2,862,118
12,410 shares
|
— | 26 Aug 2025 |
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 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
459
Shares
9,397,527
Rows available
459
| 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 2026 vs Q4 2025 Across Filers
Q4 2025 holders
420
Q1 2026 holders
459
Holder diff
39
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend