Ideal Power Inc. (IPWR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

9,189,531Shares Outstanding

579,617Shares held by institutions

$1,941,717Value of institutional holdings

23.88%Institutional ownership %

3.85%Shares Changed QoQ

26No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 26 institutions have reported a stake in Ideal Power Inc. (NASDAQ:IPWR) as of December 2025, according to recent 13F filings with the SEC.

These investors collectively held 23.9% of the company's total shares outstanding in December 2025, down from 26.9% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 3.85%, with a year-over-year an increase of 8.33% in the count of filers.
During the quarter, 6 institutions bought more Ideal Power shares, 9 sold shares, and 11 of the 26 total investors held their position steady.
Collectively, institutional investors increased their stake in Ideal Power to 2.19Mn shares as of December 2025, a change that is up by 81.28K shares quarter on quarter and down 358.89K shares year over year.
AWM Investment Company, Inc. continues to be the largest institutional holder of Ideal Power as of December 31, 2025, with a position of 786.09K shares, representing 8.55% of the company's outstanding stock.
Among the most significant buyers of Ideal Power during December 2025 were AWM Investment Company, Inc. (140.35K), AlphaCore Capital LLC (18.49K), Westside Investment Management, Inc. (1.00K), BlackRock, Inc. (792), GEODE CAPITAL MANAGEMENT, LLC (670).
Leading sellers of Ideal Power stock in December 2025 included UBS Group AG (32.29K), AIGH Capital Management LLC (21.06K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (11.64K), Cetera Investment Advisers (5.00K), DIMENSIONAL FUND ADVISORS LP (4.62K).
The top 10 institutional holders of Ideal Power for the quarter ending December 2025 included AWM Investment Company, Inc. (786.09K), AIGH Capital Management LLC (491.99K), VANGUARD GROUP INC (359.09K), Bleichroeder LP (133.00K), BlackRock, Inc. (120.34K), GEODE CAPITAL MANAGEMENT, LLC (82.62K), Cable Car Capital, LP (50.00K), STIFEL FINANCIAL CORP (23.90K), UBS Group AG (22.65K), STATE STREET CORP (21.85K).

26 Institutional Holders

579,617 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
AWM Investment Company, Inc.	31 Dec, 2025	786,094	140,349	21.73%	$2,429,030.00
AIGH Capital Management LLC	31 Dec, 2025	491,989	-21,058	-4.10%	$1,520,246.00
VANGUARD GROUP INC	31 Dec, 2025	359,089	0	0.00%	$1,109,584.00
Bleichroeder LP	31 Dec, 2025	133,000	0	0.00%	$410,970.00
BlackRock, Inc.	31 Dec, 2025	120,339	792	0.66%	$371,847.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	82,624	670	0.82%	$255,354.00
Cable Car Capital, LP	31 Dec, 2025	50,000	0	0.00%	$154,500.00
STIFEL FINANCIAL CORP	31 Dec, 2025	23,898	56	0.23%	$73,846.00
UBS Group AG	31 Dec, 2025	22,646	-32,287	-58.78%	$69,977.00
STATE STREET CORP	31 Dec, 2025	21,847	0	0.00%	$67,507.00
BAILARD, INC.	31 Dec, 2025	20,365	-2,175	-9.65%	$62,928.00
AlphaCore Capital LLC	31 Dec, 2025	18,487	18,487	0.00%	$57,125.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31 Dec, 2025	14,669	-11,638	-44.24%	$45,327.00
NORTHERN TRUST CORP	31 Dec, 2025	13,461	0	0.00%	$41,594.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	11,272	-4,617	-29.06%	$34,831.00
JANE STREET GROUP, LLC	31 Dec, 2025	10,823	-1,748	-13.91%	$33,443.00
Cetera Investment Advisers	31 Dec, 2025	10,060	-5,000	-33.20%	$31,085.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	1,043	0	0.00%	$3,223.00
Westside Investment Management, Inc.	31 Dec, 2025	1,000	1,000	0.00%	$3,090.00
ROYAL BANK OF CANADA	31 Dec, 2025	500	-1,541	-75.50%	$2,000.00

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