Security key
451622203
Ideal Power Inc. - Common Stock, par value $0.001 per share (IPWR)
CUSIP: 451622203
Q3 2025 13F Holders as of 30 Sep 2025
- Type / Class
- Equity / Common Stock, par value $0.001 per share
- Shares outstanding
- 12,058,122
- Total 13F shares
- 2,473,660
- Share change
- +118,858
- Total reported value
- $12,430,845
- Price per share
- $5.02
- Number of holders
- 28
- Value change
- +$618,607
- Number of buys
- 14
- Number of sells
- 8
Report period
Q3 2025
Institutions
28
Top holders
10
IPWR full security history
Newer quarter: Q4 2025
Previous quarter: Q2 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 |
5.5%
|
668,623
|
$3,028,862 | — | 30 Jun 2025 | |
| AWM Investment Company, Inc. |
13F
|
Company |
5%
|
601,531
|
$2,724,935 | — | 30 Jun 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
2.8%
|
342,206
|
$1,550,193 | — | 30 Jun 2025 | |
| Baird Financial Group, Inc. |
13F
|
Company |
1.4%
|
174,536
|
$790,648 | — | 30 Jun 2025 | |
| Bleichroeder LP |
13F
|
Company |
1.1%
|
133,000
|
$602,490 | — | 30 Jun 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.99%
|
119,019
|
$539,156 | — | 30 Jun 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.68%
|
81,797
|
$370,605 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
0.42%
|
50,946
|
$230,785 | — | 30 Jun 2025 | |
| Cable Car Capital, LP |
13F
|
Company |
0.41%
|
50,000
|
$226,500 | — | 30 Jun 2025 | |
| LeConte Wealth Management, LLC |
13F
|
Company |
0.23%
|
27,515
|
$124,643 | — | 30 Jun 2025 | |
| BAILARD, INC. |
13F
|
Company |
0.19%
|
22,540
|
$102,106 | — | 30 Jun 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.18%
|
21,847
|
$98,967 | — | 30 Jun 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.13%
|
15,889
|
$71,977 | — | 30 Jun 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
0.13%
|
15,524
|
$70,324 | — | 30 Jun 2025 | |
| AVANTAX ADVISORY SERVICES, INC. |
13F
|
Company |
0.12%
|
14,060
|
$63,692 | — | 30 Jun 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.11%
|
13,461
|
$60,978 | — | 30 Jun 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.1%
|
11,920
|
$53,998 | — | 30 Jun 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.01%
|
1,430
|
$6,478 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.01%
|
1,108
|
$5,019 | — | 30 Jun 2025 | |
| Westside Investment Management, Inc. |
13F
|
Company |
0%
|
500
|
$2,265 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0%
|
500
|
$2,000 | — | 30 Jun 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0%
|
300
|
$1,359 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
300
|
$1,359 | — | 30 Jun 2025 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0%
|
210
|
$951 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0%
|
50
|
$227 | — | 30 Jun 2025 | |
| SBI Securities Co., Ltd. |
13F
|
Company |
0%
|
50
|
$227 | — | 30 Jun 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 Q3 2025
As of 30 Sep 2025,
Ideal Power Inc. - Common Stock, par value $0.001 per share (IPWR) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,473,660 shares.
The largest 10 holders included
AWM Investment Company, Inc., AIGH Capital Management LLC, VANGUARD GROUP INC, Baird Financial Group, Inc., AMH Equity Ltd, Bleichroeder LP, BlackRock, Inc., GEODE CAPITAL MANAGEMENT, LLC, UBS Group AG, and Cable Car Capital, LP.
This page lists
28
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
26
Q3 2025 holders
28
Holder diff
2
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 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.