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, Q2 2026
Institutional positions in Ideal Power Inc. as of Jun 30, 2026. 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
- 46
- +17 vs. Q1 2026
- Shares held
- 6.36M
- +2.16M (+51.5%) vs. Q1 2026
- Total value
- $36.4M
- +$24.5M (+206.5%) vs. Q1 2026
- New holders
- 22
- 15 more added
- Sold out
- 5
- 3 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Ideal Power Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 64 | $0 | 0.00% | +64 | New |
| SBI Securities Co., Ltd. | 1 | $5 | 0.00% | −30−96.8% | Reduced |
| Simplex Trading, LLC | 41 | $219 | 0.00% | +41 | New |
| Wells Fargo & Company | 300 | $1.61K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 300 | $1.61K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 884 | $4.74K | 0.00% | +884 | New |
| IFP Advisors, Inc | 1,000 | $5.36K | 0.00% | +1,000 | New |
| Jones Financial Companies LLLP | 1,199 | $6.15K | 0.00% | +892+290.6% | Added |
| Tower Research Capital LLC (TRC) | 1,435 | $7.69K | 0.00% | +1,219+564.4% | Added |
| Vanguard Global Advisers, LLC | 2,138 | $11.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,661 | $19.6K | 0.00% | −18,748−83.7% | Reduced |
| JPMorgan Chase & Co | 3,839 | $20.4K | 0.00% | +3,839 | New |
| Citigroup Inc | 6,096 | $32.7K | 0.00% | +6,096 | New |
| BNP Paribas Arbitrage, SA | 6,362 | $34.1K | 0.00% | +6,362 | New |
| Invesco Ltd. | 14,146 | $75.8K | 0.00% | +14,146 | New |
| AlphaCore Capital LLC | 14,234 | $76.3K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 15,001 | $80.4K | 0.00% | +15,001 | New |
| Virtu Financial LLC | 16,705 | $90.0K | 0.00% | +16,705 | New |
| Bailard, Inc. | 20,365 | $109.2K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 20,787 | $111.4K | 0.00% | +20,787 | New |
| Resurgent Financial Advisors LLC | 24,040 | $128.9K | 0.04% | +4,000+20.0% | Added |
| Walleye Capital LLC | 24,377 | $130.7K | 0.00% | +24,377 | New |
| Northern Trust Corp | 37,918 | $203.2K | 0.00% | +11,220+42.0% | Added |
| State Street Corp | 40,747 | $218.4K | 0.00% | +18,900+86.5% | Added |
| Jump Financial, LLC | 41,000 | $219.8K | 0.00% | +41,000 | New |
| XTX Topco Ltd | 42,090 | $225.6K | 0.00% | +42,090 | New |
| Diversify Advisory Services, LLC | 59,877 | $235.3K | 0.00% | +59,877 | New |
| Diversify Wealth Management, LLC | 59,877 | $235.3K | 0.00% | +59,877 | New |
| Morgan Stanley | 58,396 | $313.0K | 0.00% | +37,336+177.3% | Added |
| Bank of America Corp | 60,739 | $325.6K | 0.00% | +60,739 | New |
| Vanguard Fiduciary Trust Co | 64,105 | $343.6K | 0.00% | +21,592+50.8% | Added |
| Polar Asset Management Partners Inc. | 70,700 | $379.0K | 0.01% | +70,700 | New |
| Renaissance Technologies LLC | 100,754 | $540.0K | 0.00% | +100,754 | New |
| Geode Capital Management, LLC | 120,159 | $644.1K | 0.00% | +20,914+21.1% | Added |
| BlackRock, Inc. | 136,171 | $729.9K | 0.00% | +14,644+12.0% | Added |
| Jane Street Group, LLC | 268,807 | $1.44M | 0.00% | +244,752+1,017.5% | Added |
| Marshall Wace, LLP | 318,217 | $1.71M | 0.00% | +318,217 | New |
| Baird Financial Group, Inc. | 326,068 | $1.75M | 0.00% | +326,068 | New |
| Bleichroeder LP | 400,000 | $2.14M | 0.38% | +100,000+33.3% | Added |
| Coppell Advisory Solutions LLC | 11 | $2.50M | 0.21% | +11 | New |
| Stifel Financial Corp | 468,906 | $2.51M | 0.00% | +387,454+475.7% | Added |
| Vanguard Capital Management LLC | 608,959 | $3.26M | 0.00% | +294,521+93.7% | Added |
| Goldman Sachs Group Inc | 660,303 | $3.54M | 0.00% | +423,054+178.3% | Added |
| AIGH Capital Management LLC | 894,731 | $4.80M | 0.43% | −286,965−24.3% | Reduced |
| AWM Investment Company, Inc. | 1,346,244 | $7.22M | 0.63% | +149,395+12.5% | Added |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −385,571−100.0% | Sold out |
| Cable Car Capital LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,764−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,402−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −386−100.0% | Sold out |