POWI Ownership Map: 320 Holders Put Power Integrations Beyond a Thin Small-Cap Signal

Marcus Chen

Power Integrations has 320 tracked institutional holders, with BlackRock, Vanguard, Neuberger Berman and active small-cap managers creating a deeper ownership map than its size suggests.

POWI has a deep holder base for a niche semiconductor name

Power Integrations is not a mega-cap semiconductor stock, but its ownership file has enough depth to deserve a research read. The current 13F Insight data shows 320 tracked institutional holders, with the top reported positions led by BlackRock, Vanguard, Neuberger Berman, State Street and Wellington Management. That mix gives the stock a different profile from small-cap names where ownership is thin and one fund can dominate the signal.

The top holder values are meaningful in absolute terms. BlackRock reported $302.5M, Vanguard $268.6M, Neuberger Berman $141.2M, State Street $120.9M and Wellington $86.1M for the 2025Q4 holder set. The next tier includes Snyder Capital, Disciplined Growth Investors, JPMorgan Chase, Geode and Morgan Stanley. That is enough institutional breadth to make changes in holder composition worth watching.

POWI Top Institutional Holders — 2025Q4 ($M)

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The top holder list mixes index scale and active small-cap interest

The most useful part of the POWI file is the mix. Vanguard and State Street provide broad-market ownership context, while Neuberger Berman, Snyder Capital and Disciplined Growth Investors are more informative for active-manager interest. Snyder's reported POWI value represented about 1.37% of its portfolio, and Disciplined Growth's line was about 1.36%. Those percentages matter because they show the position is not merely a rounding error inside every active holder's book.

That does not mean investors should overstate conviction. BlackRock and Vanguard are large holders across thousands of issuers, and their ownership is often connected to index or broad mandate exposure. The cleaner signal comes from the active-holder count and the presence of multiple specialist or style managers in the top twenty. POWI's 15 active holders in the top twenty make it a better candidate for ownership-change monitoring than a stock whose holder table is almost entirely passive.

POWI Top 5 Holder Split — 2025Q4

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The 13D/G trail adds a second check

Beneficial ownership filings add another layer. Recent filings showed BlackRock at 14.9%, Vanguard at 13.65%, State Street at 6.1%, and a 5.1% marker tied to Power Integrations in the 13D/G feed. A later Vanguard filing on March 27, 2026 was marked as an exit filing with 0.0%, which should be treated carefully: it is a filing-status marker, not proof that every broad-market vehicle permanently disappeared from the ownership base. The next holder update is the verification point.

That 13D/G mix is useful because it establishes that POWI's ownership story is not just a row of 13F values. It includes beneficial-ownership thresholds that can change what investors should monitor. If BlackRock or Vanguard percentages move materially in future amendments, the signal is different from a small manager trimming a sub-1% portfolio line. If active specialists reduce at the same time, the evidence becomes stronger.

POWI 13D/G Ownership Markers — 2026 filings

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How to monitor POWI from here

The practical checklist is clear. First, watch whether the top active holders keep POWI as a meaningful portfolio position in the next 13F cycle. Second, compare the 13D/G filings with the holder table so an exit filing or amendment is not read in isolation. Third, separate ownership depth from price prediction. A deep holder base can support liquidity and institutional attention, but it does not guarantee operating improvement.

For retail investors, POWI is a useful example of why stock-level ownership pages matter. The company sits in semiconductors and power-conversion technology, but the ownership evidence is not a simple AI trade. It is a blend of index ownership, active small-cap interest and beneficial-ownership filings. That makes the next filings around March 31 and the following 13F deadline the hard anchors for any updated thesis.

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