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, 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
- −104.6K (−8.7%) vs. Q1 2023
- Total value
- $12.9M
- +$382.2K (+3.1%) vs. Q1 2023
- New holders
- 4
- 5 more added
- Sold out
- 4
- 7 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 | $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, 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 |
|---|---|---|---|---|---|
| Bank of America Corp | 36 | $425 | 0.00% | +36 | New |
| Wells Fargo & Company | 39 | $460 | 0.00% | +1+2.6% | Added |
| CGC Financial Services, LLC | 45 | $531 | 0.00% | +45 | New |
| Cullen/Frost Bankers, Inc. | 50 | $590 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 50 | $590 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 97 | $1.15K | 0.00% | +97 | New |
| FMR LLC | 149 | $1.75K | 0.00% | +38+34.2% | Added |
| Royal Bank of Canada | 136 | $2.00K | 0.00% | +136 | New |
| Geneos Wealth Management Inc. | 210 | $2.48K | 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 |
| US Bancorp | 500 | $5.90K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,300 | $15.3K | 0.00% | −7−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,552 | $18.3K | 0.00% | +616+65.8% | Added |
| Northern Trust Corp | 10,131 | $119.5K | 0.00% | −24−0.2% | Reduced |
| AE Wealth Management LLC | 10,530 | $124.3K | 0.00% | −8,000−43.2% | Reduced |
| State Street Corp | 18,047 | $213.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 19,334 | $228.1K | 0.01% | +1,388+7.7% | Added |
| Worth Venture Partners, LLC | 38,664 | $456.2K | 0.25% | −13,924−26.5% | Reduced |
| Geode Capital Management, LLC | 49,999 | $590.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 50,706 | $598.3K | 0.00% | −192−0.4% | Reduced |
| BlackRock Inc. | 102,254 | $1.21M | 0.00% | +1,278+1.3% | Added |
| AIGH Capital Management LLC | 156,361 | $1.85M | 0.75% | −56,707−26.6% | Reduced |
| AWM Investment Company, Inc. | 163,281 | $1.93M | 0.26% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 232,990 | $2.75M | 0.01% | −7,469−3.1% | Reduced |
| Vanguard Group Inc | 235,975 | $2.78M | 0.00% | 00.0% | Unchanged |
| 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 |