# POWELL INDS INC (POWL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/POWL/

- Reporting holders: 18
- Reported value: $32.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $15.2M | 82,477 | 0.4% | 7 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $9.5M | 51,438 | 0.1% | 6 |
| [Ausbil Investment Management Ltd](https://holderbook.com/funds/1966036-ausbil-investment-management-ltd/) | $2.9M | 15,682 | 1.5% | 11 |
| [CYPRESS ASSET MANAGEMENT INC/TX](https://holderbook.com/funds/1030618-cypress-asset-management-inc-tx/) | $2.8M | 15,180 | 0.6% | 7 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $802.3K | 4,349 | 0.0% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $511.5K | 2,773 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $302.0K | 1,637 | 0.0% | 10 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $295.3K | 1,601 | 0.0% | 3 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $255.7K | 1,386 | 0.1% | 4 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $110.7K | 600 | 0.0% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $92.2K | 500 | 0.0% | 7 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $19.0K | 103 | 0.0% | 9 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $15.3K | 83 | 0.0% | 1 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $10.5K | 57 | 0.0% | 2 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $1.8K | 10 | 0.0% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $1.1K | 6 | 0.0% | 4 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $739 | 4,007 | 0.0% | 7 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $738 | 4 | 0.0% | 1 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $553 | 3 | 0.0% | 2 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $11 | 57 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $32.8M |
| Q2 2026 | 588 | $9.3B |
| Q1 2026 | 482 | $5.7B |
| Q4 2025 | 427 | $3.3B |
| Q3 2025 | 419 | $4.1B |
| Q2 2025 | 382 | $2.6B |
| Q1 2025 | 346 | $2.1B |
| Q4 2024 | 355 | $2.6B |
| Q3 2024 | 330 | $2.6B |
| Q2 2024 | 271 | $1.7B |
| Q1 2024 | 240 | $1.4B |
| Q4 2023 | 184 | $779.1M |