POWELL INDUSTRIES INC (POWL)

Super-investor holdings · 2026 Q2

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end. Fund counts here aggregate every share class mapped to this ticker; research headlines cite filer counts as they stood at publication, so a count here can differ from a headline by a holder (see Methodology, "How holder counts are counted").

Filing season: the Q3 2026 13F tracker follows every tracked fund’s filing for the quarter ended Sep 30, 2026, with its biggest buys and sells.

All institutions · Form 13F

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Company fundamentals

Source: SEC EDGAR company filings (submissions and company facts), collected Oct 7, 2026. Shares outstanding as reported Aug 3, 2026.

Short interest

Shares short at recent settlements — Jun 30, 2026: 2.2M · Jul 15, 2026: 2.4M · Jul 31, 2026: 2.7M · Aug 14, 2026: 2.5M · Aug 31, 2026: 2.3M · Sep 15, 2026: 2.4M.

Source: FINRA Equity Short Interest (biweekly settlement data). Shares outstanding from SEC filings as of Aug 3, 2026.

Fails to deliver

Fails to deliver at recent settlements — Jun 30, 2026: 45K · Jul 15, 2026: 0 · Jul 31, 2026: 0 · Aug 14, 2026: 0 · Aug 31, 2026: 0 · Sep 15, 2026: 0.

Source: SEC Fails-to-Deliver data (semi-monthly files, published about two weeks after each settlement date). Each figure is the balance of shares not yet delivered on that date; a stock absent from that date’s file counts as zero. See our research on whether fails to deliver predict returns. Shares outstanding from SEC filings as of Aug 3, 2026.

Insider trading · Form 4

0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 2 sales by 2 insiders ($1.4M).

Source: SEC Form 4 filings, as of Oct 21, 2026. Open-market transactions only.

Politician trading · U.S. Congress

Data unavailable — no congressional STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).

Screens & lenses

Financial Screens

· Graham — Sound finances and a long run of profits

· Piotroski — Financial health improved over the past year

· Greenblatt Magic Formula — High earnings yield and high return on capital together

· Lynch PEG — Cheap against its growth rate

· Dividend Growth — Dividends raised for more than 10 years

· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%

· Neff Total Return Ratio — Growth plus dividends divided by P/E is high

· Earnings Quality (Cash Conversion) — Profits that actually come back as cash

Key figures

· Graham — Current ratio: 2.09 · Straight profitable years: 7 · Debt ratio: 0.73 · Latest net income: $180.7M

· Piotroski — F-score: 7 · Return on assets: 16.3% · Operating cash flow: $167.9M

· Greenblatt Magic Formula — Earnings yield: 9.0% · Return on capital: 36.5% · Combined rank: 49

· Lynch PEG — P/E: 13.31 · 5-yr EPS growth: 59.9% · PEG: 0.22

· Dividend Growth — Dividend per share: 1.07 · Dividend yield: 0.5% · Straight dividend years: 12 · 10-yr dividend growth: 2.6%

· Cash Flow (FCF) — Latest FCF: $154.8M · FCF yield: 6.4% · Positive FCF years: 3

· Neff Total Return Ratio — EPS growth: 59.9% · Dividend yield: 0.5% · P/E: 13.31 · Neff ratio: 4.54

· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.67 · Operating cash flow: $167.9M · Net income: $180.7M

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Related stocks

Also held by the tracked funds that hold POWL: AMAZON COM INC (AMZN) · MICROSOFT CORP (MSFT) · Alphabet Inc. (GOOGL) · Meta Platforms, Inc. (META) · TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) · VISA INC. (V) · Alphabet Inc. (GOOG) · NVIDIA CORP (NVDA) · Apple Inc. (AAPL) · Mastercard Inc (MA).