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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, Q1 2024

Institutional positions in Ideal Power Inc. as of Mar 31, 2024. 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
27
+3 vs. Q4 2023
Shares held
1.94M
+966.7K (+99.4%) vs. Q4 2023
Total value
$17.3M
+$9.71M (+128.8%) vs. Q4 2023
New holders
6
7 more added
Sold out
3
9 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 27 institutions
Q1 2021: 17 institutionsQ2 2021: 15 institutionsQ3 2021: 18 institutionsQ4 2021: 20 institutionsQ1 2022: 21 institutionsQ2 2022: 19 institutionsQ3 2022: 24 institutionsQ4 2022: 28 institutionsQ1 2023: 26 institutionsQ2 2023: 26 institutionsQ3 2023: 26 institutionsQ4 2023: 25 institutionsQ1 2024: 27 institutionsQ2 2024: 22 institutionsQ3 2024: 23 institutionsQ4 2024: 23 institutionsQ1 2025: 27 institutionsQ2 2025: 26 institutionsQ3 2025: 28 institutionsQ4 2025: 26 institutionsQ1 2026: 29 institutionsQ2 2026: 46 institutions
Value heldQ1 2024: $17.3M
Q1 2021: $10.2MQ2 2021: $15.5MQ3 2021: $22.1MQ4 2021: $17.8MQ1 2022: $12.6MQ2 2022: $15.4MQ3 2022: $12.4MQ4 2022: $12.5MQ1 2023: $12.5MQ2 2023: $12.9MQ3 2023: $9.86MQ4 2023: $7.54MQ1 2024: $17.3MQ2 2024: $13.3MQ3 2024: $19.5MQ4 2024: $19.3MQ1 2025: $14.4MQ2 2025: $10.7MQ3 2025: $12.4MQ4 2025: $6.78MQ1 2026: $11.9MQ2 2026: $33.9M
Institutions holding IPWR and their total value by quarter
QuarterHoldersValue
Q2 202646$33.9M
Q1 202629$11.9M
Q4 202526$6.78M
Q3 202528$12.4M
Q2 202526$10.7M
Q1 202527$14.4M
Q4 202423$19.3M
Q3 202423$19.5M
Q2 202422$13.3M
Q1 202427$17.3M
Q4 202325$7.54M
Q3 202326$9.86M
Q2 202326$12.9M
Q1 202326$12.5M
Q4 202228$12.5M
Q3 202224$12.4M
Q2 202219$15.4M
Q1 202221$12.6M
Q4 202120$17.8M
Q3 202118$22.1M
Q2 202115$15.5M
Q1 202117$10.2M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Ideal Power Inc.; share changes are against Q4 2023.

Institutions holding IPWR in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
AIGH Capital Management LLC700,000$6.23M3.00%+671,678+2,371.6%Added
Vanguard Group Inc268,926$2.39M0.00%+5,004+1.9%Added
Baird Financial Group, Inc.220,135$1.96M0.00%+27,570+14.3%Added
AWM Investment Company, Inc.162,351$1.44M0.19%−930−0.6%Reduced
Bleichroeder LP133,000$1.18M0.30%+133,000New
BlackRock Inc.114,625$1.02M0.00%−946−0.8%Reduced
Timelo Investment Management Inc.100,000$890.0K1.38%+100,000New
Geode Capital Management, LLC60,342$537.2K0.00%+6,888+12.9%Added
Cable Car Capital LLC55,000$489.5K0.69%+55,000New
UBS Group AG47,871$426.1K0.00%−4,135−8.0%Reduced
Bailard, Inc.22,515$200.4K0.01%00.0%Unchanged
State Street Corp18,047$160.6K0.00%00.0%Unchanged
Citadel Advisors LLC11,037$98.2K0.00%−1,069−8.8%Reduced
Virtu Financial LLC10,107$90.0K0.01%+10,107New
Northern Trust Corp10,026$89.2K0.00%−11,404−53.2%Reduced
Tower Research Capital LLC (TRC)1,447$12.9K0.00%−225−13.5%Reduced
JPMorgan Chase & Co1,314$11.7K0.00%+4+0.3%Added
Northwestern Mutual Wealth Management Co1,000$8.90K0.00%+1,000New
Advisor Group Holdings, Inc.304$2.71K0.00%+4+1.3%Added
Fifth Third Bancorp300$2.67K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A250$2.23K0.00%+250New
Geneos Wealth Management Inc.210$1.87K0.00%00.0%Unchanged
FMR LLC83$7400.00%−54−39.4%Reduced
Morgan Stanley50$4450.00%00.0%Unchanged
Wells Fargo & Company43$3830.00%+1+2.4%Added
Bank of America Corp36$3200.00%−6−14.3%Reduced
Royal Bank of Canada5$00.00%−181−97.3%Reduced
Susquehanna International Group, LLP0$00.00%−14,232−100.0%Sold out
AE Wealth Management LLC0$00.00%−10,530−100.0%Sold out
CGC Financial Services, LLC0$00.00%−45−100.0%Sold out
Coppell Advisory Solutions LLC––––Not filed