13FPulse
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PO

POWL POWELL INDUSTRIES INC

2026Q2 · CUSIP 739128106 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
570
Institutions that reported holding it to the SEC
Net increase in holders
+94
Last quarter 476 → now 570
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

570 funds held POWL at the end of 2026Q2, up 94 from the quarter before. That is stronger buying than 98.0% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.2B(YoY +7.0%), the P/E is 32.7x, return on equity is 25.2%. POWL has had 15 buying rushes in its history, and the price moved +24.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=112 2013Q4: holders=120 2014Q1: holders=124 2014Q2: holders=118 2014Q3: holders=102 2014Q4: holders=108 2015Q1: holders=99 2015Q2: holders=95 2015Q3: holders=87 2015Q4: holders=91 2016Q1: holders=102 2016Q2: holders=113 2016Q3: holders=117 2016Q4: holders=120 2017Q1: holders=106 2017Q2: holders=105 2017Q3: holders=99 2017Q4: holders=109 2018Q1: holders=108 2018Q2: holders=113 2018Q3: holders=106 2018Q4: holders=101 2019Q1: holders=102 2019Q2: holders=111 2019Q3: holders=133 2019Q4: holders=145 2020Q1: holders=125 2020Q2: holders=122 2020Q3: holders=118 2020Q4: holders=122 2021Q1: holders=112 2021Q2: holders=109 2021Q3: holders=107 2021Q4: holders=103 2022Q1: holders=91 2022Q2: holders=91 2022Q3: holders=84 2022Q4: holders=107 2023Q1: holders=116 2023Q2: holders=144 2023Q3: holders=167 2023Q4: holders=182 2024Q1: holders=236 2024Q2: holders=268 2024Q3: holders=325 2024Q4: holders=353 2025Q1: holders=340 2025Q2: holders=376 2025Q3: holders=410 2025Q4: holders=422 2026Q1: holders=476 2026Q2: holders=570 -94 -47 +0 +47 +94 75337599 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 15 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2026Q1 Top 5% -7.6% —
2025Q3 Top 10% +11.0% +69.0%
2025Q2 Top 10% +22.3% +27.1%
2024Q4 Top 20% -17.5% -14.0%
2024Q3 Top 5% -14.8% -38.5%
2024Q2 Top 10% +35.6% +78.3%
2024Q1 Top 5% -4.7% +8.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
228
Change in large funds
+38
Total value they hold
$7.8B
Funds buying for the first time
154
Funds that sold out entirely
60
Price change that quarter
-36.1%
Funds holding puts (bearish)
13
Funds holding calls (bullish)
14

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
32.7
EPS (TTM)
$5.21
EPS YoY
+8.5%
Revenue (TTM)
$1.2B
Revenue YoY
+7.0%
Net margin
16.5%
ROE
25.2%
Debt ratio
46.2%
FCF (TTM)
$244M
Dividend (TTM)
$0.36
Quarterly Revenue & EPS
2021-09-30: EPS 0.09 2021-12-31: EPS -0.08 2022-03-31: EPS -0.03 2022-06-30: EPS 0.25 2022-09-30: EPS 0.24 2022-12-31: EPS 0.03 2023-03-31: EPS 0.23 2023-06-30: EPS 0.51 2023-09-30: EPS 0.72 2023-12-31: EPS 0.66 2024-03-31: EPS 0.92 2024-06-30: EPS 1.26 2024-09-30: EPS 1.26 2024-12-31: EPS 0.95 2025-03-31: EPS 1.27 2025-06-30: EPS 1.32 2025-09-30: EPS 1.41 2025-12-31: EPS 1.13 2026-03-31: EPS 1.25 2026-06-30: EPS 1.42 0M 156M 312M $M -0.09 0.74 1.56 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 23 12 36 60 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-28M27M83M 20162017201820192020202120222023202420252026
Latest quarter $49M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.