Powell Industries Inc (POWL) — Institutional Investor Activity (Q2 2026)

POWL ranks #981 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

POWL is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

POWL is a top-conviction position for Vision One Management Partners, LP — at 13.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in POWL belongs to BlackRock, Inc., but the position matters far more to Vision One Management Partners, LP, who has 13.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its POWL position for two straight quarters, increasing it by $585.7M to reach $1.0B today.

Voss Capital, LP has trimmed its POWL position for two straight quarters, cutting it by $105.8M while still holding $5.7M.

POWL is down 0.9% today, but institutions show net buying of $6.3B this quarter — a divergence between today's price move and the underlying institutional flow.

POWL posted net income of $190.9M over the trailing twelve months, and currently trades at a P/E of 10.9.

• Profitable — net income of $190.9M over the trailing twelve months
• Revenue grew 7.0% year over year
• Net income improved year over year, from $175.4M to $190.9M
• Generated $167.9M in positive operating cash flow
• Current ratio of 2.09x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.73x equity — within a conventional range