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, Q4 2023
Institutional positions in Ideal Power Inc. as of Dec 31, 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
- 25
- −1 vs. Q3 2023
- Shares held
- 972.4K
- −41.5K (−4.1%) vs. Q3 2023
- Total value
- $7.54M
- −$2.31M (−23.5%) vs. Q3 2023
- New holders
- 2
- 8 more added
- Sold out
- 3
- 6 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Ideal Power Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 263,922 | $2.05M | 0.00% | +27,947+11.8% | Added |
| Baird Financial Group, Inc. | 192,565 | $1.50M | 0.00% | −21,533−10.1% | Reduced |
| AWM Investment Company, Inc. | 163,281 | $1.27M | 0.17% | 00.0% | Unchanged |
| BlackRock Inc. | 115,571 | $898.0K | 0.00% | −170−0.1% | Reduced |
| Geode Capital Management, LLC | 53,454 | $414.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 52,006 | $404.1K | 0.00% | +1,937+3.9% | Added |
| AIGH Capital Management LLC | 28,322 | $220.1K | 0.09% | −63,625−69.2% | Reduced |
| Bailard, Inc. | 22,515 | $174.9K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 21,430 | $166.5K | 0.00% | +11,392+113.5% | Added |
| State Street Corp | 18,047 | $140.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,232 | $110.4K | 0.00% | +14,232 | New |
| Citadel Advisors LLC | 12,106 | $93.9K | 0.00% | +12,106 | New |
| AE Wealth Management LLC | 10,530 | $73.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,672 | $13.0K | 0.00% | +846+102.4% | Added |
| JPMorgan Chase & Co | 1,310 | $10.2K | 0.00% | +4+0.3% | Added |
| Advisor Group Holdings, Inc. | 300 | $2.33K | 0.00% | −300−50.0% | Reduced |
| Fifth Third Bancorp | 300 | $2.33K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 210 | $1.63K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 137 | $1.06K | 0.00% | −12−8.1% | Reduced |
| Royal Bank of Canada | 186 | $1.00K | 0.00% | −630−77.2% | Reduced |
| Coppell Advisory Solutions LLC | 88 | $684 | 0.00% | +55+166.7% | Added |
| Morgan Stanley | 50 | $389 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 45 | $350 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 42 | $326 | 0.00% | +2+5.0% | Added |
| Bank of America Corp | 42 | $326 | 0.00% | +6+16.7% | Added |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −23,184−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |