Ideal PowerIPWR

13F holders, Q1 2025 (March 31)
27holders +4
6new positions
3sold out
$5.20avg. 13F price*

At the end of Q1 2025, 27 institutions reported holding Ideal Power Inc. (IPWR) in their 13F filings, up 4 from Q4 2024. 6 opened new positions and 3 sold out. The largest holders were AIGH Capital Management LLC ($4.3M), AWM Investment Company, Inc. ($3.1M) and Vanguard Group Inc. ($1.7M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions6$126K
Exits3$6K

All 13F filers, Q4 2024 → Q1 2025: 49,740 shares bought and 11,215 shares sold, net +38,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 27 holders

AIGH Capital Management LLC 2.21% Reduce -0.6% 818,315 $4.3M
AWM Investment Company, Inc. 0.43% No change 601,531 $3.1M
Vanguard Group Inc. 0.00% Add +2.8% 332,411 $1.7M
Baird Financial Group, Inc. 0.00% Add +3.1% 287,055 $1.5M
LeConte Wealth Management, LLC 0.60% — 180,487 $939K
Bleichroeder LP 0.18% No change 133,000 $692K
BlackRock, Inc. 0.00% Reduce -0.3% 118,812 $618K
Geode Capital Management, LLC 0.00% Add +5.5% 81,915 $426K
UBS Group AG 0.00% Add +4.7% 51,338 $267K
Cable Car Capital, LP 0.30% No change 50,000 $260K
Bailard, Inc. 0.00% Add +0.9% 22,742 $118K
State Street Corp. 0.00% No change 21,847 $114K
Susquehanna International Group, LLP 0.00% Reduce -0.6% 17,339 $90K
Stratos Wealth Partners, LTD. 0.00% Add +4.8% 15,524 $81K
Northern Trust Corp. 0.00% No change 13,461 $70K
XTX Topco Ltd 0.00% New 10,379 $54K
Dimensional Fund Advisors LP 0.00% New 10,311 $54K
Parallel Advisors, LLC 0.00% New 1,987 $10K
Bank of America Corp. 0.00% Add +0.3% 1,099 $6K
Tower Research Capital LLC (TRC) 0.00% New 849 $4K
Royal Bank of Canada 0.00% Reduce -90.9% 500 $3K
Westside Investment Management, Inc. 0.00% New 500 $3K
Osaic Holdings, Inc. 0.00% No change 304 $2K
Wells Fargo & Company 0.00% New 300 $2K
Geneos Wealth Management Inc. 0.00% No change 210 $1K
Morgan Stanley 0.00% No change 50 $260
SBI Securities Co., Ltd. 0.00% Add +75.0% 49 $255

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