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 2025
Institutional positions in Ideal Power Inc. as of Mar 31, 2025. 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
- +4 vs. Q4 2024
- Shares held
- 2.77M
- +219.0K (+8.6%) vs. Q4 2024
- Total value
- $14.4M
- −$4.86M (−25.2%) vs. Q4 2024
- New holders
- 7
- 8 more added
- Sold out
- 3
- 4 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Ideal Power Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 49 | $255 | 0.00% | +21+75.0% | Added |
| Morgan Stanley | 50 | $260 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 210 | $1.09K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 300 | $1.56K | 0.00% | +300 | New |
| Advisor Group Holdings, Inc. | 304 | $1.58K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 500 | $2.60K | 0.00% | +500 | New |
| Royal Bank of Canada | 500 | $3.00K | 0.00% | −5,000−90.9% | Reduced |
| Tower Research Capital LLC (TRC) | 849 | $4.42K | 0.00% | +849 | New |
| Bank of America Corp | 1,099 | $5.71K | 0.00% | +3+0.3% | Added |
| Parallel Advisors, LLC | 1,987 | $10.3K | 0.00% | +1,987 | New |
| Dimensional Fund Advisors LP | 10,311 | $53.6K | 0.00% | +10,311 | New |
| XTX Topco Ltd | 10,379 | $54.0K | 0.00% | +10,379 | New |
| Northern Trust Corp | 13,461 | $70.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 15,524 | $80.7K | 0.00% | +715+4.8% | Added |
| Susquehanna International Group, LLP | 17,339 | $90.2K | 0.00% | −103−0.6% | Reduced |
| State Street Corp | 21,847 | $113.6K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 22,742 | $118.3K | 0.00% | +202+0.9% | Added |
| Cable Car Capital LLC | 50,000 | $260.0K | 0.30% | 00.0% | Unchanged |
| UBS Group AG | 51,338 | $267.0K | 0.00% | +2,320+4.7% | Added |
| Geode Capital Management, LLC | 81,915 | $426.0K | 0.00% | +4,251+5.5% | Added |
| BlackRock, Inc. | 118,812 | $617.8K | 0.00% | −348−0.3% | Reduced |
| Bleichroeder LP | 133,000 | $691.6K | 0.18% | 00.0% | Unchanged |
| LeConte Wealth Management, LLC | 180,487 | $938.5K | 0.60% | +180,487 | New |
| Baird Financial Group, Inc. | 287,055 | $1.49M | 0.00% | +8,713+3.1% | Added |
| Vanguard Group Inc | 332,411 | $1.73M | 0.00% | +9,189+2.8% | Added |
| AWM Investment Company, Inc. | 601,531 | $3.13M | 0.43% | 00.0% | Unchanged |
| AIGH Capital Management LLC | 818,315 | $4.26M | 2.21% | −5,000−0.6% | Reduced |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |