Ideal PowerIPWR

13F holders, Q4 2024 (December 31)
23holders
1new positions
2sold out
$7.55avg. 13F price*

At the end of Q4 2024, 23 institutions reported holding Ideal Power Inc. (IPWR) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were AIGH Capital Management LLC ($6.2M), AWM Investment Company, Inc. ($4.5M) and Vanguard Group Inc. ($2.4M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$42K
Exits2$6K

All 13F filers, Q3 2024 → Q4 2024: 181,645 shares bought and 1,298 shares sold, net +180,347 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders

AIGH Capital Management LLC 2.34% Add +17.6% 823,315 $6.2M
AWM Investment Company, Inc. 0.55% No change 601,531 $4.5M
Vanguard Group Inc. 0.00% No change 323,222 $2.4M
Baird Financial Group, Inc. 0.00% Add +17.8% 278,342 $2.1M
Bleichroeder LP 0.25% No change 133,000 $1.0M
BlackRock, Inc. 0.00% Add +0.1% 119,160 $900K
Geode Capital Management, LLC 0.00% Reduce -0.3% 77,664 $586K
Cable Car Capital, LP 0.03% No change 50,000 $378K
UBS Group AG 0.00% Add +1.1% 49,018 $370K
Bailard, Inc. 0.00% Reduce -1.6% 22,540 $170K
State Street Corp. 0.00% Add +14.1% 21,847 $165K
Susquehanna International Group, LLP 0.00% Add +20.8% 17,442 $132K
Stratos Wealth Partners, LTD. 0.00% No change 14,809 $112K
Northern Trust Corp. 0.00% Add +34.4% 13,461 $102K
Royal Bank of Canada 0.00% New 5,500 $42K
Bank of America Corp. 0.00% Add +1078.5% 1,096 $8K
IFP Advisors, Inc 0.00% No change 656 $5K
Osaic Holdings, Inc. 0.00% No change 304 $2K
Geneos Wealth Management Inc. 0.00% No change 210 $2K
Coppell Advisory Solutions LLC 0.00% No change 88 $663
Morgan Stanley 0.00% No change 50 $378
SBI Securities Co., Ltd. 0.00% — 28 $211
FMR LLC 0.00% Reduce -44.4% 20 $152

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