Ideal Power IPWR Institutional Ownership

NASDAQ IPWR

$4.79 -0.03 (-0.62%)

At close: Sep 11, 2026 · 4:00 PM EDT

Institutions by Trading Activity

46 Institutions

Increased 37 80.4%

Unchanged 6 13.0%

Reduced 3 6.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

37.57%

▼-0.07 pp QoQ

Shares Held by Institutions

6.36Mn

of 16.93Mn outstanding

▲+69.68% QoQ

Shares Outstanding

16.93Mn

10.57Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+17 vs prior quarter

Net Shares Added (QoQ)

+2.61Mn

accumulated since last quarter

Value of Holdings

$30.48Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Ideal Power Inc. (NASDAQ:IPWR) showed up in the 13F filings of 46 institutional investors as of June 2026.

These investors held 37.6% of outstanding shares in June 2026, down from 37.6% in March 2026.
They increased total shares held in IPWR by 69.68% quarter over quarter, and investors in Ideal Power increased 76.92% from a year ago.
Of these 46 funds, 37 grew their exposure to Ideal Power, 3 cut back, and 6 maintained positions.
Altogether, these fund groups held 6.36Mn shares in IPWR by June 2026, up by 2.61Mn shares quarter on quarter, and up 3.94Mn shares year over year.
AWM Investment Company, Inc. holds the largest position in IPWR at 1.35Mn shares as of June 30, 2026, or 7.95% of shares outstanding.
The biggest buyers of Ideal Power for the quarter ending June 2026 included Goldman Sachs Group Inc (423.05K), Stifel Financial Corp (387.45K), Baird Financial Group, Inc. (326.07K), MARSHALL WACE, LLP (318.22K), VANGUARD CAPITAL MANAGEMENT LLC (294.52K).
The largest sales of IPWR for the quarter ending June 2026 came from AIGH Capital Management LLC (286.97K), UBS Group AG (18.75K), SBI Securities Co., Ltd. (30).
Per Business Quant, the top 10 investors in IPWR for the quarter ending June 2026 include AWM Investment Company, Inc. (1.35Mn), AIGH Capital Management LLC (894.73K), Goldman Sachs Group Inc (660.3K), VANGUARD CAPITAL MANAGEMENT LLC (608.96K), Stifel Financial Corp (468.91K), Bleichroeder LP (400.0K), Baird Financial Group, Inc. (326.07K), MARSHALL WACE, LLP (318.22K), JANE STREET GROUP, LLC (268.81K), BlackRock, Inc. (136.17K).

Form 13F Holdings

46 Institutional Holders

Report period 30 Jun, 2026

Total shares held 6.36Mn

Of outstanding 37.57%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	AWM Investment Company, Inc.	0001535264	1,346,244	7.95%	▲149,395	+12.48%	$7.22Mn
2	AIGH Capital Management LLC	0001835943	894,731	5.28%	▼286,965	-24.28%	$4.80Mn
3	Goldman Sachs Group Inc	0000886982	660,303	3.90%	▲423,054	+178.32%	$3.54Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	608,959	3.60%	▲294,521	+93.67%	$3.26Mn
5	Stifel Financial Corp	0000720672	468,906	2.77%	▲387,454	+475.68%	$2.51Mn
6	Bleichroeder LP	0001781002	400,000	2.36%	▲100,000	+33.33%	$2.14Mn
7	Baird Financial Group, Inc.	0001648711	326,068	1.93%	▲326,068	0.00%	$1.75Mn
8	MARSHALL WACE, LLP	0001318757	318,217	1.88%	▲318,217	0.00%	$1.71Mn
9	JANE STREET GROUP, LLC	0001595888	268,807	1.59%	▲244,752	+1,017.47%	$1.44Mn
10	BlackRock, Inc.	0002012383	136,171	0.80%	▲14,644	+12.05%	$729.88K
11	GEODE CAPITAL MANAGEMENT, LLC	0001214717	120,159	0.71%	▲20,914	+21.07%	$644.14K
12	RENAISSANCE TECHNOLOGIES LLC	0001037389	100,754	0.59%	▲100,754	0.00%	$540.04K
13	Polar Asset Management Partners Inc.	0001326389	70,700	0.42%	▲70,700	0.00%	$378.95K
14	VANGUARD FIDUCIARY TRUST CO	0000933478	64,105	0.38%	▲21,592	+50.79%	$343.60K
15	Bank Of America Corp /De/	0000070858	60,739	0.36%	▲60,739	0.00%	$325.56K
16	Diversify Advisory Services, LLC	0002021232	59,877	0.35%	▲59,877	0.00%	$235.32K
16	DIVERSIFY WEALTH MANAGEMENT, LLC	0002030780	59,877	0.35%	▲59,877	0.00%	$235.32K
17	Morgan Stanley	0000895421	58,396	0.34%	▲37,336	+177.28%	$313.00K
18	XTX Topco Ltd	0001828301	42,090	0.25%	▲42,090	0.00%	$225.60K
19	Jump Financial, LLC	0001831577	41,000	0.24%	▲41,000	0.00%	$219.76K

Showing 1 to 20 of 46 holders