QUANTA SVCS INC (PWR)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
86
Reporting holders
$319.0M
Reported value
0.0%
Calls
0.0%
Puts
-1,861
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | $86.5M | 134,630 | 0.56% | 18q | -17.6%-$18.4M |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $62.9M | 97,863 | 1.44% | 8q | -1.7%-$1.1M |
| Capital Planning LLC | $32.9M | 51,168 | 8.74% | 22q | +497.7%+$27.4M |
| Gradient Investments LLC | $30.7M | 47,852 | 0.44% | 14q | +7.5%+$2.1M |
| PARK NATIONAL CORP /OH/ | $27.4M | 42,599 | 0.74% | 4q | +4.4%+$1.2M |
| Farther Finance Advisors, LLC | $6.7M | 10,413 | 0.05% | 16q | -9.2%-$675.9K |
| CoreCap Advisors, LLC | $5.7M | 8,918 | 0.16% | 9q | -6.8%-$418.3K |
| ARGUS INVESTORS' COUNSEL, INC. | $4.7M | 7,253 | 3.62% | 15q | -2.6%-$122.1K |
| GAMMA Investing LLC | $3.8M | 5,898 | 0.13% | 12q | +4.9%+$177.3K |
| Strong Retirement Solutions LLC | $3.7M | 5,786 | 2.09% | 4q | +4.6%+$164.5K |
| Wedmont Private Capital | $3.5M | 5,178 | 0.08% | 18q | +2.4%+$83.6K |
| TOMPKINS FINANCIAL CORP | $3.4M | 5,281 | 0.24% | 5q | -6.2%-$224.9K |
| Everhart Financial Group, Inc. | $3.3M | 5,187 | 0.21% | 18q | +1.5%+$50.1K |
| CENTRAL BANK & TRUST CO | $3.1M | 4,755 | 0.44% | 16q | -7.6%-$250.6K |
| CYPRESS ASSET MANAGEMENT INC/TX | $3.0M | 4,670 | 0.59% | 7q | +8.2%+$226.8K |
| Monument Capital Management | $2.6M | 4,091 | 0.55% | 25q | -22.2%-$750.5K |
| Capital Advisors Wealth Management, LLC | $2.5M | 3,849 | 0.28% | 10q | +1.6%+$39.2K |
| Heartwood Wealth Advisors LLC | $1.8M | 2,770 | 0.14% | 10q | +0.6%+$10.3K |
| MFG WEALTH MANAGEMENT, INC. | $1.8M | 2,725 | 1.27% | 4q | -9.0%-$174.1K |
| Valeo Financial Advisors, LLC | $1.6M | 2,540 | 0.03% | 12q | -4.2%-$71.3K |
| YHB Investment Advisors, Inc. | $1.4M | 2,181 | 0.09% | 21q | -2.2%-$30.8K |
| Barden Capital Management, Inc. | $1.3M | 2,007 | 1.17% | 3q | HELD |
| Friday Financial | $1.2M | 1,819 | 0.24% | 7q | HELD |
| Central Pacific Bank - Trust Division | $1.2M | 1,819 | 0.12% | 11q | -10.7%-$139.4K |
| Apella Capital, LLC | $962.0K | 1,372 | 0.01% | 3q | +181.1%+$619.8K |
| Cooper Financial Group | $956.7K | 1,489 | 0.08% | 2q | -6.9%-$70.7K |
| RFG - Bristol Wealth Advisors, LLC | $938.5K | 1,461 | 0.22% | 8q | -3.2%-$31.5K |
| Venture Visionary Partners LLC | $915.6K | 1,425 | 0.02% | 2q | -10.9%-$112.4K |
| Balefire, LLC | $875.7K | 1,363 | 0.14% | 8q | +22.8%+$162.6K |
| First Heartland Consultants, Inc. | $874.5K | 1,361 | 0.06% | 9q | -2.6%-$23.8K |
| TrueWealth Advisors, LLC | $855.2K | 1,331 | 0.19% | 4q | -2.2%-$19.3K |
| Sound Income Strategies, LLC | $852.7K | 1,244 | 0.04% | 15q | +177.7%+$545.6K |
| Elm3 Financial Group, LLC | $809.6K | 1,260 | 0.54% | new | NEW |
| Gouws Capital LLC | $693.9K | 1,080 | 0.33% | 14q | +0.7%+$5.1K |
| Hickory Point Bank & Trust | $688.8K | 1,072 | 0.41% | 7q | -1.7%-$11.6K |
| Sunburst Financial Group, LLC | $670.8K | 1,044 | 0.11% | 7q | -1.9%-$12.9K |
| ELEVATION WEALTH PARTNERS, LLC | $587.3K | 914 | 0.17% | 15q | HELD |
| Avidian Wealth Enterprises, LLC | $553.4K | 861 | 0.02% | 4q | +19.4%+$90.0K |
| Silverleafe Capital Partners, LLC | $553.2K | 861 | 0.16% | 23q | -43.3%-$422.1K |
| Vann Equity Management LLC | $534.9K | 832 | 0.32% | 3q | HELD |
| Breakwater Capital Group | $519.8K | 809 | 0.06% | 6q | +5.1%+$25.1K |
| Graves Light Lenhart Wealth, Inc. | $514.5K | 801 | 0.05% | 9q | HELD |
| Gerald Baker Financial Group LLC | $477.9K | 744 | 0.14% | 3q | +3.3%+$15.4K |
| ROCKLAND TRUST CO | $463.9K | 722 | 0.02% | 8q | HELD |
| Grove Bank & Trust | $458.1K | 713 | 0.05% | 16q | HELD |
| Legacy Wealth Asset Management, LLC | $451.0K | 702 | 0.10% | 5q | -17.9%-$98.3K |
| American National Bank of Texas | $390.0K | 607 | 0.36% | 5q | -4.0%-$16.1K |
| MassMutual Private Wealth & Trust, FSB | $387.4K | 603 | 0.01% | 23q | -10.5%-$45.6K |
| ARMSTRONG ADVISORY GROUP, INC | $363.0K | 565 | 0.02% | 16q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $359.8K | 560 | 0.03% | 5q | HELD |
| Whalen Wealth Management Inc. | $348.9K | 543 | 0.15% | 3q | -26.0%-$122.7K |
| Acropolis Investment Management, LLC | $340.5K | 530 | 0.01% | 4q | -53.0%-$383.6K |
| EASTERN BANK | $338.0K | 526 | 0.01% | 9q | -11.3%-$43.0K |
| Ballew Advisors, Inc | $333.8K | 493 | 0.17% | 3q | +14.7%+$42.7K |
| KFA Private Wealth Group, LLC | $298.5K | 464 | 0.07% | 3q | HELD |
| Miller Global Investments, LLC | $291.7K | 454 | 0.24% | 3q | HELD |
| Worth Asset Management, LLC | $271.8K | 423 | 0.08% | 5q | +4.2%+$10.9K |
| GoalVest Advisory LLC | $268.6K | 418 | 0.05% | 7q | -7.9%-$23.1K |
| Bank of New Hampshire | $260.9K | 406 | 0.06% | 19q | HELD |
| BURR FINANCIAL SERVICES, LLC | $257.0K | 400 | 0.16% | 3q | HELD |
| Wealth Enhancement Trust Services, Inc. | $251.2K | 391 | 0.03% | 4q | -62.4%-$417.0K |
| KWMG, LLC | $238.4K | 371 | 0.02% | 5q | -11.7%-$31.5K |
| Factor Wealth Management LTD | $238.4K | 371 | 0.04% | 3q | HELD |
| First Citizens Financial Corp | $232.6K | 362 | 0.10% | 3q | -1.9%-$4.5K |
| Douglas Lane & Associates, LLC | $231.9K | 361 | 0.00% | 2q | HELD |
| Adelphi Trust Co | $229.4K | 357 | 0.15% | 2q | +9.8%+$20.6K |
| TITLEIST ASSET MANAGEMENT, LLC | $226.0K | 352 | 0.01% | 2q | -1.1%-$2.6K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $210.7K | 328 | 0.15% | new | NEW |
| Whitaker-Myers Wealth Managers, LTD. | $209.5K | 326 | 0.03% | 4q | -91.1%-$2.1M |
| Versant Capital Management, Inc | $204.3K | 318 | 0.02% | 14q | +34.2%+$52.0K |
| Noble Wealth Management PBC | $109.9K | 171 | 0.05% | 6q | HELD |
| ATWOOD & PALMER INC | $101.5K | 158 | 0.01% | 20q | -11.2%-$12.9K |
| NEVILLE RODIE & SHAW INC | $67.8K | 105,456 | 4.59% | 32q | -5.5%-$3.9K |
| Roxbury Financial LLC | $37.9K | 59 | 0.03% | new | NEW |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $28.3K | 44 | 0.00% | new | NEW |
| Mn Services Vermogensbeheer B.V. | $28.1K | 43,752 | 0.21% | 18q | HELD |
| Trust Co | $24.4K | 38 | 0.00% | 4q | +40.7%+$7.1K |
| Rosenberg Matthew Hamilton | $22.5K | 35 | 0.00% | 16q | HELD |
| Marquette Asset Management, LLC | $18.0K | 28 | 0.00% | 5q | HELD |
| GK Wealth Management LLC | $17.3K | 27 | 0.01% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $16.7K | 26 | 0.00% | 5q | +23.8%+$3.2K |
| Retirement Wealth Solutions LLC | $12.2K | 19 | 0.01% | 5q | +26.7%+$2.6K |
| Coastline Trust Co | $10.9K | 17 | 0.00% | 3q | HELD |
| Planning Strategies Inc. | $10.3K | 16 | 0.01% | 2q | +6.7% |
| Bangor Savings Bank | $8.4K | 13 | 0.00% | 14q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $5.8K | 9 | 0.00% | 6q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $2.6K | 4 | 0.00% | new | NEW |
| Davis Capital Management | $2.6K | 4 | 0.00% | 8q | HELD |
| CX Institutional | $775 | 1,207 | 0.02% | 9q | +3.8% |
| Polaris Financial Partners | $154 | 239 | 0.07% | new | FIRST |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-15 | 2026-09-09 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-05 | Austin Earl C. Jr. | President and CEO | Sold | 155,992 | $120.2M ×26 |
| 2026-05-04 | NOBEL PAUL | Chief Accounting Officer & SVP | Sold | 4,000 | $3.0M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 86 | $319.0M | 495,910 | 6 | 25 | 33 | 0.0% |
| Q2 2026 | 1,947 | $104.9B | 142,627,731 | 293 | 644 | 659 | 2.5% |
| Q1 2026 | 1,747 | $76.5B | 137,100,765 | 236 | 577 | 597 | 1.7% |
| Q4 2025 | 1,629 | $60.7B | 141,086,328 | 184 | 540 | 506 | 2.4% |
| Q3 2025 | 1,460 | $60.0B | 142,238,326 | 164 | 532 | 445 | 1.8% |
| Q2 2025 | 1,407 | $53.6B | 138,851,735 | 201 | 517 | 442 | 2.1% |
| Q1 2025 | 1,295 | $34.8B | 134,462,430 | 150 | 520 | 390 | 1.9% |
| Q4 2024 | 1,305 | $43.9B | 136,438,551 | 130 | 433 | 405 | 1.8% |
| Q3 2024 | 1,201 | $42.9B | 141,479,150 | 154 | 402 | 375 | 1.7% |
| Q2 2024 | 1,153 | $36.2B | 140,719,892 | 142 | 433 | 347 | 1.1% |
| Q1 2024 | 1,083 | $37.1B | 141,127,621 | 125 | 346 | 372 | 1.4% |
| Q4 2023 | 1,028 | $30.5B | 140,273,595 | 109 | 300 | 377 | 1.2% |
| Q3 2023 | 965 | $24.2B | 129,342,014 | 85 | 296 | 354 | 1.2% |
| Q2 2023 | 949 | $25.8B | 129,601,428 | 97 | 286 | 355 | 1.2% |
| Q1 2023 | 898 | $22.6B | 134,340,272 | 116 | 275 | 314 | 1.0% |
| Q4 2022 | 872 | $18.3B | 127,850,721 | 104 | 254 | 286 | 0.6% |
| Q3 2022 | 819 | $16.7B | 129,346,567 | 92 | 271 | 285 | 1.4% |
| Q2 2022 | 785 | $16.9B | 132,369,253 | 102 | 236 | 279 | 1.6% |
| Q1 2022 | 774 | $17.4B | 128,661,010 | 114 | 262 | 261 | 2.7% |
| Q4 2021 | 749 | $14.7B | 124,994,533 | 98 | 251 | 217 | 3.4% |
| Q3 2021 | 675 | $14.4B | 125,203,132 | 105 | 198 | 229 | 1.1% |
| Q2 2021 | 629 | $11.4B | 124,408,421 | 88 | 185 | 223 | 0.8% |
| Q1 2021 | 609 | $11.0B | 124,047,087 | 108 | 174 | 223 | 0.9% |
| Q4 2020 | 572 | $9.1B | 124,214,116 | 124 | 143 | 208 | 0.9% |
| Q3 2020 | 485 | $6.7B | 125,523,763 | 78 | 125 | 192 | 0.6% |
| Q2 2020 | 448 | $5.0B | 127,085,953 | 66 | 121 | 173 | 0.6% |
| Q1 2020 | 438 | $4.2B | 130,709,906 | 60 | 146 | 155 | 0.8% |
| Q4 2019 | 467 | $5.5B | 134,390,302 | 73 | 133 | 143 | 1.0% |
| Q3 2019 | 423 | $4.9B | 128,736,848 | 34 | 136 | 162 | 0.8% |
| Q2 2019 | 457 | $4.9B | 126,161,312 | 69 | 140 | 143 | 0.7% |
| Q1 2019 | 447 | $4.7B | 124,508,097 | 80 | 116 | 162 | 0.9% |
| Q4 2018 | 414 | $3.9B | 127,802,813 | 5 | 7 | 8 | 0.5% |