Powell Industries Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BIT:1POWL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
04 Dec 24	Sell€468,153	Terry McKertcher	Individual	1,700	€275.38
04 Dec 24	Sell€269,839	William Mauney	Individual	1,000	€272.61
08 Nov 24	Sell€3,227,352	Thomas Powell	Individual	10,000	€325.02
11 Oct 24	Sell€586,705	Thomas Powell	Individual	2,451	€239.37
09 Oct 24	Sell€4,107,037	Thomas Powell	Individual	17,549	€236.63
08 Oct 24	Sell€4,539,972	Thomas Powell	Individual	20,000	€230.12
25 Sep 24	Sell€4,784,811	Thomas Powell	Individual	25,000	€195.78
27 Aug 24	Sell€1,098,611	James McGill	Individual	6,600	€168.80
15 Aug 24	Sell€22,363	William Mauney	Individual	150	€149.09
05 Aug 24	Sell€145,824	Robert Callahan	Individual	1,000	€145.82
31 May 24	Sell€3,852,131	Thomas Powell	Individual	20,300	€191.55
31 May 24	Sell€203,521	John Birchall	Individual	1,100	€185.02

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 1POWL?
Owner Type	Number of Shares	Ownership Percentage
State or Government	3,637	0.0236%
Individual Insiders	2,632,384	17.1%
Institutions	12,797,727	82.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 96.95% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
19.1%	Thomas Powell	2,304,593	€378.6m	0%	no data
13.5%	Transform Wealth, LLC	1,627,909	€267.4m	-0.01%	17.0%
13.5%	Kovitz Investment Group Partners, LLC	1,627,879	€267.4m	0%	1.5%
12.1%	BlackRock, Inc.	1,458,332	€239.6m	-6.98%	no data
5.78%	The Vanguard Group, Inc.	697,887	€114.7m	1.43%	no data
4.71%	Morgan Stanley, Investment Banking and Brokerage Investments	568,884	€93.5m	1.68%	0.01%
4%	Dimensional Fund Advisors LP	482,786	€79.3m	0.51%	0.01%
2.89%	State Street Global Advisors, Inc.	348,944	€57.3m	-4.38%	no data
2.33%	First Trust Advisors LP	281,609	€46.3m	129%	0.04%
1.92%	Geode Capital Management, LLC	231,990	€38.1m	3.45%	no data
1.66%	Fisher Asset Management, LLC	200,247	€32.9m	0%	0.02%
1.66%	Invesco Ltd.	200,117	€32.9m	13.4%	0.01%
1.62%	UBS Asset Management AG	195,314	€32.1m	29.9%	no data
1.36%	GW&K Investment Management, LLC	164,292	€27.0m	0%	0.26%
1.28%	RPG Investment Advisory, LLC	154,126	€25.3m	342%	1.83%
1.22%	Brett Cope	146,825	€24.1m	1.84%	no data
1.12%	Jacobs Levy Equity Management Inc	134,946	€22.2m	138%	0.09%
1.02%	Federated Hermes, Inc.	123,349	€20.3m	96.9%	0.05%
1.01%	Raymond James Financial Inc., Asset Management Arm	121,808	€20.0m	19.7%	0.01%
0.97%	Rockefeller & Co. LLC	116,777	€19.2m	52.9%	0.05%
0.9%	Ophir Asset Management Pty Ltd	108,096	€17.8m	51.1%	2.76%
0.88%	Northern Trust Global Investments	106,690	€17.5m	-8.67%	no data
0.85%	Mirae Asset Global Investments Co., Ltd.	102,718	€16.9m	-65.5%	0.01%
0.81%	Goldman Sachs Asset Management, L.P.	97,706	€16.1m	-3.76%	no data
0.8%	Hite Hedge Asset Management LLC	96,312	€15.8m	0%	1.11%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/19 20:05
End of Day Share Price	2025/05/16 00:00
Earnings	2025/03/31
Annual Earnings	2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Powell Industries, Inc. is covered by 9 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
null null	Burkenroad Reports
Jonathan Tanwanteng	CJS Securities, Inc.
Brent Thielman	D.A. Davidson & Co.