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 $33.9M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Ideal Power Inc. as of Dec 31, 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
- 28
- +4 vs. Q3 2022
- Shares held
- 1.19M
- −10.8K (−0.9%) vs. Q3 2022
- Total value
- $12.5M
- +$136.1K (+1.1%) vs. Q3 2022
- New holders
- 5
- 9 more added
- Sold out
- 1
- 4 more reduced
Compare with Q3 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 | $33.9M |
| 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 | $7.54M |
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Ideal Power Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 13,223 | $141 | 0.00% | +57+0.4% | Added |
| Coppell Advisory Solutions LLC | 33 | $353 | 0.00% | +33 | New |
| Coppell Advisory Solutions Corp. | 33 | $353 | 0.00% | +33 | New |
| Wells Fargo & Company | 37 | $396 | 0.00% | +1+2.8% | Added |
| Cullen/Frost Bankers, Inc. | 50 | $535 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 50 | $535 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 111 | $1.18K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 200 | $2.00K | 0.00% | +127+174.0% | Added |
| Geneos Wealth Management Inc. | 210 | $2.25K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 300 | $3.00K | 0.00% | +300 | New |
| Private Ocean, LLC | 296 | $3.17K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 300 | $3.21K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 358 | $4.00K | 0.00% | +215+150.3% | Added |
| US Bancorp | 500 | $5.35K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,012 | $10.8K | 0.00% | +1,012 | New |
| JPMorgan Chase & Co | 1,300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,000 | $21.0K | 0.00% | +1,000+100.0% | Added |
| Bailard, Inc. | 17,946 | $190.6K | 0.01% | +17,946 | New |
| State Street Corp | 18,047 | $191.7K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 18,900 | $202.2K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 49,999 | $530.0K | 0.00% | +716+1.5% | Added |
| UBS Group AG | 50,339 | $538.6K | 0.00% | −2,460−4.7% | Reduced |
| Worth Venture Partners, LLC | 52,588 | $558.5K | 0.33% | −300−0.6% | Reduced |
| BlackRock Inc. | 100,532 | $1.08M | 0.00% | +395+0.4% | Added |
| AWM Investment Company, Inc. | 168,520 | $1.79M | 0.26% | −42,461−20.1% | Reduced |
| AIGH Capital Management LLC | 213,068 | $2.28M | 0.75% | −300−0.1% | Reduced |
| Vanguard Group Inc | 235,975 | $2.52M | 0.00% | +1050.0% | Added |
| Baird Financial Group, Inc. | 239,328 | $2.56M | 0.01% | +22,768+10.5% | Added |
| Summit Place Financial Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |