Ideal Power Inc. - Common Stock, par value $0.001 per share (IPWR) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2019 to Q3 2025

Type / Class
Equity / Common Stock, par value $0.001 per share
Symbol
IPWR on Nasdaq
Shares outstanding
8,550,783
Price per share
$4.32
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,473,660
Total reported value
$12,430,845
% of total 13F portfolios
0%
Share change
+118,858
Value change
+$618,607
Number of holders
28
Price from insider filings
$4.32
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Ideal Power Inc. - Common Stock, par value $0.001 per share (IPWR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
HIRSCHMAN ORIN 6% -39% $2,576,830 -$1,558,352 513,047 -38% Orin Hirschman 30 Sep 2025

As of 30 Sep 2025, 28 institutional investors reported holding 2,473,660 shares of Ideal Power Inc. - Common Stock, par value $0.001 per share (IPWR). This represents 29% of the company’s total 8,550,783 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Ideal Power Inc. - Common Stock, par value $0.001 per share (IPWR) together control 29% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
AWM Investment Company, Inc. 7.6% 645,745 +7.4% 0.3% $3,248,097
AIGH Capital Management LLC 6% 513,047 -23% 0.9% $2,576,841
VANGUARD GROUP INC 4.2% 359,089 +4.9% 0% $1,806,217
Baird Financial Group, Inc. 2% 171,847 -1.5% 0% $862,672
AMH Equity Ltd 1.8% 156,400 0.98% $785,128
Bleichroeder LP 1.6% 133,000 0% 0.13% $667,660
BlackRock, Inc. 1.4% 119,547 +0.44% 0% $600,125
GEODE CAPITAL MANAGEMENT, LLC 0.96% 81,954 +0.19% 0% $412,306
UBS Group AG 0.64% 54,933 +7.8% 0% $275,763
Cable Car Capital, LP 0.58% 50,000 0% 0.11% $251,000
CITADEL ADVISORS LLC 0.37% 31,740 0% $159,652
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.31% 26,307 0% $132,324
STIFEL FINANCIAL CORP 0.28% 23,842 0% $119,686
BAILARD, INC. 0.26% 22,540 0% 0% $113,151
STATE STREET CORP 0.26% 21,847 0% 0% $109,890
DIMENSIONAL FUND ADVISORS LP 0.19% 15,889 0% 0% $79,922
Cetera Investment Advisers 0.18% 15,060 0% $75,601
NORTHERN TRUST CORP 0.16% 13,461 0% 0% $67,574
JANE STREET GROUP, LLC 0.15% 12,571 +5.5% 0% $63,106
ROYAL BANK OF CANADA 0.02% 2,041 +308% 0% $10,000
BANK OF AMERICA CORP /DE/ 0.01% 1,043 -5.9% 0% $5,236
Tower Research Capital LLC (TRC) 0.01% 537 -62% 0% $2,696
JONES FINANCIAL COMPANIES LLLP 0% 307 0% $1,549
OSAIC HOLDINGS, INC. 0% 300 0% 0% $1,572
WELLS FARGO & COMPANY/MN 0% 300 0% 0% $1,506

Institutional Holders of Ideal Power Inc. - Common Stock, par value $0.001 per share (IPWR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 2,473,660 $12,430,845 +$618,607 $5.02 28
2025 Q2 2,368,862 $10,730,744 -$1,847,544 $4.53 26
2025 Q1 2,772,315 $14,416,528 +$194,539 $5.20 27
2024 Q4 2,553,303 $19,278,043 +$1,361,643 $7.55 23
2024 Q3 2,372,928 $19,458,101 +$3,969,665 $8.20 23
2024 Q2 1,888,411 $13,332,512 -$585,970 $7.06 22
2024 Q1 1,939,019 $17,257,445 +$8,641,918 $8.90 26
2023 Q4 972,177 $7,543,286 -$365,533 $7.77 24
2023 Q3 1,013,824 $9,856,286 -$777,138 $9.70 26
2023 Q2 1,092,900 $12,896,221 -$1,206,864 $11.80 25
2023 Q1 1,197,640 $12,515,974 +$266,357 $10.45 26
2022 Q4 1,171,965 $12,513,933 -$115,766 $10.70 27
2022 Q3 1,195,716 $12,375,000 -$907,751 $10.35 19
2022 Q2 1,266,941 $15,442,000 -$1,696,563 $12.24 16
2022 Q1 1,429,118 $12,574,680 -$402,940 $8.80 18
2021 Q4 1,472,419 $17,758,296 -$68,145 $12.06 18
2021 Q3 1,452,836 $22,114,352 +$3,570,649 $15.22 17
2021 Q2 1,218,180 $15,483,000 +$6,462,167 $12.71 14
2021 Q1 706,704 $9,355,000 -$2,778,981 $13.24 14
2020 Q4 1,286,932 $10,515,000 +$452,037 $8.17 11
2020 Q3 477,660 $2,961,000 +$1,544,847 $6.21 8
2020 Q2 228,498 $1,492,000 +$1,005,666 $6.53 9
2020 Q1 102,801 $198,000 +$75,479 $1.94 6
2019 Q4 60,984 $140,000 -$415,806 $2.30 5
2019 Q3 241,554 $651,000 +$651,000 $3.14 5