| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| HIRSCHMAN ORIN | 5.8% | -3.3% | $1,594,044 | -$68,228 | 491,989 | -4.1% | Orin Hirschman | 31 Dec 2025 |
As of 31 Dec 2025, 26 institutional investors reported holding 2,194,414 shares of Ideal Power Inc. - Common Stock, par value $0.001 per share (IPWR). This represents 26% of the company’s total 8,482,569 outstanding shares.
The largest institutional shareholders of Ideal Power Inc. - Common Stock, par value $0.001 per share (IPWR) together control 26% 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. | 9.3% | 786,094 | +22% | 0.23% | $2,429,030 |
| AIGH Capital Management LLC | 5.8% | 491,989 | -4.1% | 0.45% | $1,520,246 |
| VANGUARD GROUP INC | 4.2% | 359,089 | 0% | 0% | $1,109,584 |
| Bleichroeder LP | 1.6% | 133,000 | 0% | 0.07% | $410,970 |
| BlackRock, Inc. | 1.4% | 120,339 | +0.66% | 0% | $371,847 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.97% | 82,624 | +0.82% | 0% | $255,354 |
| Cable Car Capital, LP | 0.59% | 50,000 | 0% | 0.01% | $154,500 |
| STIFEL FINANCIAL CORP | 0.28% | 23,898 | +0.23% | 0% | $73,846 |
| UBS Group AG | 0.27% | 22,646 | -59% | 0% | $69,977 |
| STATE STREET CORP | 0.26% | 21,847 | 0% | 0% | $67,507 |
| BAILARD, INC. | 0.24% | 20,365 | -9.6% | 0% | $62,928 |
| AlphaCore Capital LLC | 0.22% | 18,487 | 0% | $57,125 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.17% | 14,669 | -44% | 0% | $45,327 |
| NORTHERN TRUST CORP | 0.16% | 13,461 | 0% | 0% | $41,594 |
| DIMENSIONAL FUND ADVISORS LP | 0.13% | 11,272 | -29% | 0% | $34,831 |
| JANE STREET GROUP, LLC | 0.13% | 10,823 | -14% | 0% | $33,443 |
| Cetera Investment Advisers | 0.12% | 10,060 | -33% | 0% | $31,085 |
| BANK OF AMERICA CORP /DE/ | 0.01% | 1,043 | 0% | 0% | $3,223 |
| Westside Investment Management, Inc. | 0.01% | 1,000 | 0% | $3,090 | |
| ROYAL BANK OF CANADA | 0.01% | 500 | -76% | 0% | $2,000 |
| JONES FINANCIAL COMPANIES LLLP | 0% | 307 | 0% | 0% | $949 |
| OSAIC HOLDINGS, INC. | 0% | 300 | 0% | 0% | $927 |
| WELLS FARGO & COMPANY/MN | 0% | 300 | 0% | 0% | $927 |
| Geneos Wealth Management Inc. | 0% | 210 | 0% | 0% | $649 |
| MORGAN STANLEY | 0% | 60 | 0% | 0% | $185 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,194,414 | $6,781,240 | -$775,274 | $3.09 | 26 |
| 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 |