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 2024
Institutional positions in Ideal Power Inc. as of Jun 30, 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
- 22
- −5 vs. Q1 2024
- Shares held
- 1.89M
- −50.6K (−2.6%) vs. Q1 2024
- Total value
- $13.3M
- −$3.92M (−22.7%) vs. Q1 2024
- New holders
- 3
- 9 more added
- Sold out
- 8
- 3 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Ideal Power Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 36 | $252 | 0.00% | −47−56.6% | Reduced |
| Morgan Stanley | 50 | $353 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 88 | $621 | 0.00% | +88 | New |
| Bank of America Corp | 94 | $663 | 0.00% | +58+161.1% | Added |
| Royal Bank of Canada | 109 | $1.00K | 0.00% | +104+2,080.0% | Added |
| Geneos Wealth Management Inc. | 210 | $1.48K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 304 | $2.15K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 656 | $4.63K | 0.00% | +656 | New |
| Tower Research Capital LLC (TRC) | 1,815 | $12.8K | 0.00% | +368+25.4% | Added |
| Northern Trust Corp | 10,018 | $70.7K | 0.00% | −8−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 11,342 | $80.1K | 0.00% | +11,342 | New |
| State Street Corp | 19,147 | $135.2K | 0.00% | +1,100+6.1% | Added |
| Bailard, Inc. | 25,615 | $180.8K | 0.00% | +3,100+13.8% | Added |
| UBS Group AG | 48,218 | $340.4K | 0.00% | +347+0.7% | Added |
| Cable Car Capital LLC | 55,000 | $388.3K | 0.41% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 68,802 | $485.8K | 0.00% | +8,460+14.0% | Added |
| BlackRock Inc. | 118,644 | $837.6K | 0.00% | +4,019+3.5% | Added |
| Bleichroeder LP | 133,000 | $939.0K | 0.28% | 00.0% | Unchanged |
| AWM Investment Company, Inc. | 162,351 | $1.15M | 0.15% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 209,738 | $1.48M | 0.00% | −10,397−4.7% | Reduced |
| Vanguard Group Inc | 323,174 | $2.28M | 0.00% | +54,248+20.2% | Added |
| AIGH Capital Management LLC | 700,000 | $4.94M | 2.41% | 00.0% | Unchanged |
| Timelo Investment Management Inc. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,037−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,107−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,314−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −43−100.0% | Sold out |