Ideal PowerIPWR

13F holders, Q2 2024 (June 30)
22holders −5
2new positions
8sold out
$7.06avg. 13F price*

At the end of Q2 2024, 22 institutions reported holding Ideal Power Inc. (IPWR) in their 13F filings, down 5 from Q1 2024. 2 opened new positions and 8 sold out. The largest holders were AIGH Capital Management LLC ($4.9M), Vanguard Group Inc. ($2.3M) and Baird Financial Group, Inc. ($1.5M).

Company
Ideal Power Inc.
CUSIP
451622203
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 27Q1 2024Q2 2024: 22Q2 2024Q3 2024: 23Q3 2024Q4 2024: 23Q4 2024Q1 2025: 27Q1 2025Q2 2025: 26Q2 2025Q3 2025: 28Q3 2025Q4 2025: 26Q4 2025Q1 2026: 29Q1 2026Q2 2026: 46Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions2$85K
Exits8$1.1M

All 13F filers, Q1 2024 → Q2 2024: 83,802 shares bought and 134,503 shares sold, net −50,701 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

AIGH Capital Management LLC 2.41% No change 700,000 $4.9M
Vanguard Group Inc. 0.00% Add +20.2% 323,174 $2.3M
Baird Financial Group, Inc. 0.00% Reduce -4.7% 209,738 $1.5M
AWM Investment Company, Inc. 0.15% No change 162,351 $1.1M
Bleichroeder LP 0.28% No change 133,000 $939K
BlackRock Inc. 0.00% Add +3.5% 118,644 $838K
Geode Capital Management, LLC 0.00% Add +14.0% 68,802 $486K
Cable Car Capital, LP 0.43% No change 55,000 $388K
UBS Group AG 0.00% Add +0.7% 48,218 $340K
Bailard, Inc. 0.01% Add +13.8% 25,615 $181K
State Street Corp. 0.00% Add +6.1% 19,147 $135K
Stratos Wealth Partners, LTD. 0.00% New 11,342 $80K
Northern Trust Corp. 0.00% Reduce -0.1% 10,018 $71K
Tower Research Capital LLC (TRC) 0.00% Add +25.4% 1,815 $13K
IFP Advisors, Inc 0.00% New 656 $5K
Osaic Holdings, Inc. 0.00% No change 304 $2K
Geneos Wealth Management Inc. 0.00% No change 210 $1K
Royal Bank of Canada 0.00% Add +2080.0% 109 $1K
Bank of America Corp. 0.00% Add +161.1% 94 $663
Coppell Advisory Solutions LLC 0.00% — 88 $621
Morgan Stanley 0.00% No change 50 $353
FMR LLC 0.00% Reduce -56.6% 36 $252

"% of holder's portfolio" is IPWR's weight in each manager's 13F, not the share of Ideal Power Inc. the manager owns.