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, Q2 2023
Institutional positions in Ideal Power Inc. as of Jun 30, 2023. 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
- 26
- 0 vs. Q1 2023
- Shares held
- 1.09M
- −104.7K (−8.7%) vs. Q1 2023
- Total value
- $12.9M
- +$381.1K (+3.0%) vs. Q1 2023
- New holders
- 4
- 4 more added
- Sold out
- 4
- 8 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Ideal Power Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 235,975 | $2.78M | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 232,990 | $2.75M | 0.01% | −7,469−3.1% | Reduced |
| AWM Investment Company, Inc. | 163,281 | $1.93M | 0.26% | 00.0% | Unchanged |
| AIGH Capital Management LLC | 156,361 | $1.85M | 0.75% | −56,707−26.6% | Reduced |
| BlackRock Inc. | 102,254 | $1.21M | 0.00% | +1,278+1.3% | Added |
| UBS Group AG | 50,706 | $598.3K | 0.00% | −192−0.4% | Reduced |
| Geode Capital Management, LLC | 49,999 | $590.0K | 0.00% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 38,664 | $456.2K | 0.25% | −13,924−26.5% | Reduced |
| Bailard, Inc. | 19,334 | $228.1K | 0.01% | +1,388+7.7% | Added |
| State Street Corp | 18,047 | $213.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,530 | $124.3K | 0.00% | −8,000−43.2% | Reduced |
| Northern Trust Corp | 10,131 | $119.5K | 0.00% | −24−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,552 | $18.3K | 0.00% | +616+65.8% | Added |
| JPMorgan Chase & Co | 1,300 | $15.3K | 0.00% | −7−0.5% | Reduced |
| US Bancorp | 500 | $5.90K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 300 | $3.54K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 300 | $3.54K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 210 | $2.48K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 136 | $2.00K | 0.00% | +136 | New |
| FMR LLC | 149 | $1.75K | 0.00% | −73−32.9% | Reduced |
| Coppell Advisory Solutions LLC | 97 | $1.15K | 0.00% | +97 | New |
| Cullen/Frost Bankers, Inc. | 50 | $590 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 50 | $590 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 45 | $531 | 0.00% | +45 | New |
| Wells Fargo & Company | 39 | $460 | 0.00% | +1+2.6% | Added |
| Bank of America Corp | 36 | $425 | 0.00% | +36 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −21,428−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |