Ideal PowerIPWR

13F holders, Q3 2024 (September 30)
23holders +1
2new positions
1sold out
$8.20avg. 13F price*

At the end of Q3 2024, 23 institutions reported holding Ideal Power Inc. (IPWR) in their 13F filings, up 1 from Q2 2024. 2 opened new positions and 1 sold out. The largest holders were AIGH Capital Management LLC ($5.7M), AWM Investment Company, Inc. ($4.9M) and Vanguard Group Inc. ($2.7M).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions2$120K
Exits1$1K

All 13F filers, Q2 2024 → Q3 2024: 493,248 shares bought and 9,131 shares sold, net +484,117 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders

AIGH Capital Management LLC 2.69% No change 700,000 $5.7M
AWM Investment Company, Inc. 0.60% Add +270.5% 601,531 $4.9M
Vanguard Group Inc. 0.00% Add +0.0% 323,222 $2.7M
Baird Financial Group, Inc. 0.00% Add +12.7% 236,310 $1.9M
Bleichroeder LP 0.29% No change 133,000 $1.1M
BlackRock, Inc. 0.00% — 119,044 $976K
Geode Capital Management, LLC 0.00% Add +13.2% 77,877 $639K
Cable Car Capital, LP 0.46% Reduce -9.1% 50,000 $410K
UBS Group AG 0.00% Add +0.6% 48,482 $398K
Bailard, Inc. 0.00% Reduce -10.5% 22,915 $188K
State Street Corp. 0.00% No change 19,147 $157K
Stratos Wealth Partners, LTD. 0.00% Add +30.6% 14,809 $121K
Susquehanna International Group, LLP 0.00% New 14,442 $118K
Northern Trust Corp. 0.00% No change 10,018 $82K
IFP Advisors, Inc 0.00% No change 656 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -72.8% 494 $4K
Osaic Holdings, Inc. 0.00% No change 304 $2K
Geneos Wealth Management Inc. 0.00% No change 210 $2K
Northwestern Mutual Wealth Management Co. 0.00% New 200 $2K
Bank of America Corp. 0.00% Reduce -1.1% 93 $762
Coppell Advisory Solutions LLC 0.00% No change 88 $702
Morgan Stanley 0.00% No change 50 $410
FMR LLC 0.00% No change 36 $293

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