Ideal Power Inc.
IPWR- Exchange
- Nasdaq
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0001507957
No open-market purchases or sales by Ideal Power Inc. insiders were filed in the last 90 days; 46 institutions reported holding it in 13F filings for Q2 2026, worth $36.4M in total; no superinvestor holds it.
13F holders, Q3 2022
Institutional positions in Ideal Power Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 24
- +5 vs. Q2 2022
- Shares held
- 1.20M
- −71.1K (−5.6%) vs. Q2 2022
- Total value
- $12.4M
- −$3.06M (−19.8%) vs. Q2 2022
- New holders
- 6
- 4 more added
- Sold out
- 1
- 2 more reduced
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IPWR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 46 | $36.4M |
| Q1 2026 | 29 | $11.9M |
| Q4 2025 | 26 | $6.78M |
| Q3 2025 | 28 | $12.4M |
| Q2 2025 | 26 | $10.7M |
| Q1 2025 | 27 | $14.4M |
| Q4 2024 | 23 | $19.3M |
| Q3 2024 | 23 | $19.5M |
| Q2 2024 | 22 | $13.3M |
| Q1 2024 | 27 | $17.3M |
| Q4 2023 | 25 | $7.55M |
| Q3 2023 | 26 | $9.86M |
| Q2 2023 | 26 | $12.9M |
| Q1 2023 | 26 | $12.5M |
| Q4 2022 | 28 | $12.5M |
| Q3 2022 | 24 | $12.4M |
| Q2 2022 | 19 | $15.4M |
| Q1 2022 | 21 | $12.6M |
| Q4 2021 | 20 | $17.8M |
| Q3 2021 | 18 | $22.1M |
| Q2 2021 | 15 | $15.5M |
| Q1 2021 | 17 | $10.2M |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Ideal Power Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 235,870 | $2.44M | 0.00% | +6,716+2.9% | Added |
| Baird Financial Group, Inc. | 216,560 | $2.24M | 0.01% | +21,127+10.8% | Added |
| AIGH Capital Management LLC | 213,368 | $2.21M | 0.87% | 00.0% | Unchanged |
| AWM Investment Company, Inc. | 210,981 | $2.18M | 0.33% | −24,290−10.3% | Reduced |
| BlackRock Inc. | 100,137 | $1.04M | 0.00% | −725−0.7% | Reduced |
| UBS Group AG | 52,799 | $547.0K | 0.00% | +1,340+2.6% | Added |
| Worth Venture Partners, LLC | 52,888 | $547.0K | 0.34% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 49,283 | $510.0K | 0.00% | +308+0.6% | Added |
| AE Wealth Management LLC | 18,900 | $196.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 18,047 | $187.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,166 | $136.0K | 0.00% | +13,166 | New |
| Summit Place Financial Advisors, LLC | 10,000 | $104.0K | 0.10% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 300 | $3.00K | 0.00% | +300 | New |
| Private Ocean, LLC | 296 | $3.00K | 0.00% | +296 | New |
| Geneos Wealth Management Inc. | 210 | $2.00K | 0.00% | +210 | New |
| Cullen/Frost Bankers, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 111 | $1.00K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 73 | $1.00K | 0.00% | +73 | New |
| Tower Research Capital LLC (TRC) | 143 | $1.00K | 0.00% | +143 | New |
| Wells Fargo & Company | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −89,734−100.0% | Sold out |