Ideal Power Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AWM INVESTMENT COMPANY, INC. | 11/13/2025 | 645.75 K | $3.25 M | 7.35% | 7.08% |
| AIGH CAPITAL MANAGEMENT LLC | 10/31/2025 | 513.05 K | $2.58 M | -23.27% | 5.63% |
| VANGUARD GROUP INC | 11/07/2025 | 359.09 K | $1.81 M | 4.93% | 3.94% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 171.85 K | $862.67 K | -1.54% | 1.89% |
| AMH EQUITY LTD | 10/29/2025 | 156.40 K | $785.13 K | 100.00% | 1.72% |
| BLEICHROEDER LP | 11/14/2025 | 133.00 K | $667.66 K | 0.00% | 1.46% |
| BLACKROCK, INC. | 11/12/2025 | 119.55 K | $600.13 K | 0.44% | 1.31% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 81.95 K | $412.31 K | 0.19% | 0.90% |
| UBS GROUP AG | 11/13/2025 | 54.93 K | $275.76 K | 7.83% | 0.60% |
| CABLE CAR CAPITAL LLC | 11/14/2025 | 50.00 K | $251.00 K | 0.00% | 0.55% |
| CITADEL ADVISORS LLC | 11/14/2025 | 31.74 K | $159.65 K | 100.00% | 0.35% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 26.31 K | $132.32 K | 100.00% | 0.29% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 23.84 K | $119.69 K | 100.00% | 0.26% |
| BAILARD, INC. | 10/30/2025 | 22.54 K | $113.15 K | 0.00% | 0.25% |
| STATE STREET CORP | 11/14/2025 | 21.85 K | $109.89 K | 0.00% | 0.24% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 15.89 K | $79.92 K | 0.00% | 0.17% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 15.06 K | $75.60 K | 100.00% | 0.17% |
| NORTHERN TRUST CORP | 11/14/2025 | 13.46 K | $67.57 K | 0.00% | 0.15% |
| JANE STREET GROUP, LLC | 11/14/2025 | 12.57 K | $63.11 K | 5.46% | 0.14% |
| ROYAL BANK OF CANADA | 11/14/2025 | 2.04 K | $10.00 K | 308.20% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.04 K | $5.24 K | -5.87% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 537 | $2.70 K | -62.45% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 307 | $1.55 K | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 300 | $1.57 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 300 | $1.51 K | 0.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 10/22/2025 | 210 | $1.05 K | 0.00% | 0.00% |
| MORGAN STANLEY | 11/14/2025 | 60 | $301 | 20.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 43 | $216 | -14.00% | 0.00% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 11/04/2025 | 0 | $0 | -100.00% | 0.00% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 0 | $0 | -100.00% | 0.00% |
| LECONTE WEALTH MANAGEMENT, LLC | 10/16/2025 | 0 | $0 | -100.00% | 0.00% |
Ideal Power Inc. institutional Ownership - FAQ's
During the previous two years, 35 institutional investors and hedge funds held shares of Ideal Power Inc.. The most heavily invested institutionals were:
AWM Investment Company, Inc.: 645,745
AIGH Capital Management LLC: 513,047
VANGUARD GROUP INC: 359,089
Baird Financial Group, Inc.: 171,847
AMH Equity Ltd: 156,400
Bleichroeder LP: 133,000
27.13% of Ideal Power Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.61 M shares in the last 24 months. This purchase volume represents approximately $9.45 M in transactions.