Security key
451622203
Ideal Power Inc. - Common Stock, par value $0.001 per share (IPWR)
CUSIP: 451622203
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common Stock, par value $0.001 per share
- Shares outstanding
- 12,058,122
- Total 13F shares
- 2,368,862
- Share change
- -403,453
- Total reported value
- $10,730,744
- Price per share
- $4.53
- Number of holders
- 26
- Value change
- -$1,847,544
- Number of buys
- 8
- Number of sells
- 10
Report period
Q2 2025
Institutions
26
Top holders
10
IPWR full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
Ideal Power Inc. SEC filings
Ideal Power Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 451622203
Recent filing periods:
Top shareholders of IPWR - Ideal Power Inc. - Common Stock, par value $0.001 per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| AIGH Capital Management LLC |
13F
|
Company |
6.8%
|
818,315
|
$4,255,238 | — | 31 Mar 2025 | |
| AWM Investment Company, Inc. |
13F
|
Company |
5%
|
601,531
|
$3,127,961 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
2.8%
|
332,411
|
$1,728,538 | — | 31 Mar 2025 | |
| Baird Financial Group, Inc. |
13F
|
Company |
2.4%
|
287,055
|
$1,492,686 | — | 31 Mar 2025 | |
| LeConte Wealth Management, LLC |
13F
|
Company |
1.5%
|
180,487
|
$938,532 | — | 31 Mar 2025 | |
| Bleichroeder LP |
13F
|
Company |
1.1%
|
133,000
|
$691,600 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.99%
|
118,812
|
$617,822 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.68%
|
81,915
|
$426,049 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.43%
|
51,338
|
$266,958 | — | 31 Mar 2025 | |
| Cable Car Capital, LP |
13F
|
Company |
0.41%
|
50,000
|
$260,000 | — | 31 Mar 2025 | |
| BAILARD, INC. |
13F
|
Company |
0.19%
|
22,742
|
$118,258 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.18%
|
21,847
|
$113,604 | — | 31 Mar 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.14%
|
17,339
|
$90,163 | — | 31 Mar 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
0.13%
|
15,524
|
$80,725 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.11%
|
13,461
|
$69,997 | — | 31 Mar 2025 | |
| XTX Topco Ltd |
13F
|
Company |
0.09%
|
10,379
|
$53,971 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.09%
|
10,311
|
$53,617 | — | 31 Mar 2025 | |
| Parallel Advisors, LLC |
13F
|
Company |
0.02%
|
1,987
|
$10,332 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.01%
|
1,099
|
$5,715 | — | 31 Mar 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.01%
|
849
|
$4,415 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0%
|
500
|
$3,000 | — | 31 Mar 2025 | |
| Westside Investment Management, Inc. |
13F
|
Company |
0%
|
500
|
$2,600 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0%
|
304
|
$1,580 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
300
|
$1,560 | — | 31 Mar 2025 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0%
|
210
|
$1,092 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0%
|
50
|
$260 | — | 31 Mar 2025 | |
| SBI Securities Co., Ltd. |
13F
|
Company |
0%
|
49
|
$255 | — | 31 Mar 2025 | |
| R. Daniel Brdar |
3/4/5
|
President and CEO, Director |
—
mixed-class rows
|
234,652
mixed-class rows
|
$737,031 | — | 20 Jun 2025 |
Institutional Holders of Ideal Power Inc. - Common Stock, par value $0.001 per share (IPWR) as of Q2 2025
As of 30 Jun 2025,
Ideal Power Inc. - Common Stock, par value $0.001 per share (IPWR) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,368,862 shares.
The largest 10 holders included
AIGH Capital Management LLC, AWM Investment Company, Inc., VANGUARD GROUP INC, Baird Financial Group, Inc., Bleichroeder LP, BlackRock, Inc., GEODE CAPITAL MANAGEMENT, LLC, UBS Group AG, Cable Car Capital, LP, and LeConte Wealth Management, LLC.
This page lists
26
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
27
Q2 2025 holders
26
Holder diff
-1
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.