Ideal Power Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AWM INVESTMENT COMPANY, INC. | 08/14/2026 | 1.35 M | $7.22 M | 12.48% | 7.95% |
| AIGH CAPITAL MANAGEMENT LLC | 08/07/2026 | 894.73 K | $4.80 M | -24.28% | 5.28% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 660.30 K | $3.54 M | 178.32% | 3.90% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 608.96 K | $3.26 M | 93.67% | 3.60% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 468.91 K | $2.51 M | 475.68% | 2.77% |
| BLEICHROEDER LP | 08/13/2026 | 400.00 K | $2.14 M | 33.33% | 2.36% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 326.07 K | $1.75 M | 100.00% | 1.93% |
| MARSHALL WACE, LLP | 08/13/2026 | 318.22 K | $1.71 M | 100.00% | 1.88% |
| JANE STREET GROUP, LLC | 08/14/2026 | 268.81 K | $1.44 M | 1,017.47% | 1.59% |
| BLACKROCK, INC. | 08/07/2026 | 136.17 K | $729.88 K | 12.05% | 0.80% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 120.16 K | $644.14 K | 21.07% | 0.71% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 100.75 K | $540.04 K | 100.00% | 0.60% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 08/14/2026 | 70.70 K | $378.95 K | 100.00% | 0.42% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 64.11 K | $343.60 K | 50.79% | 0.38% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 60.74 K | $325.56 K | 100.00% | 0.36% |
| DIVERSIFY ADVISORY SERVICES, LLC | 08/10/2026 | 59.88 K | $235.32 K | 100.00% | 0.35% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 07/30/2026 | 59.88 K | $235.32 K | 100.00% | 0.35% |
| MORGAN STANLEY | 08/13/2026 | 58.40 K | $313.00 K | 177.28% | 0.34% |
| XTX TOPCO LTD | 08/14/2026 | 42.09 K | $225.60 K | 100.00% | 0.25% |
| JUMP FINANCIAL, LLC | 08/13/2026 | 41.00 K | $219.76 K | 100.00% | 0.24% |
| STATE STREET CORP | 09/22/2026 | 40.75 K | $218.40 K | 86.51% | 0.24% |
| NORTHERN TRUST CORP | 08/13/2026 | 37.92 K | $203.24 K | 42.03% | 0.22% |
| WALLEYE CAPITAL LLC | 08/03/2026 | 24.38 K | $130.66 K | 100.00% | 0.14% |
| CITADEL ADVISORS LLC | 09/02/2026 | 24.10 K | $129.18 K | 100.00% | 0.14% |
| RESURGENT FINANCIAL ADVISORS LLC | 08/14/2026 | 24.04 K | $128.85 K | 19.96% | 0.14% |
| CITADEL ADVISORS LLC | 09/02/2026 | 20.79 K | $111.42 K | 100.00% | 0.12% |
| BAILARD, INC. | 07/30/2026 | 20.37 K | $109.16 K | 0.00% | 0.12% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 16.71 K | $90.00 K | 100.00% | 0.10% |
| JEFFERIES FINANCIAL GROUP INC. | 08/17/2026 | 15.00 K | $80.41 K | 100.00% | 0.09% |
| ALPHACORE CAPITAL LLC | 08/06/2026 | 14.23 K | $76.29 K | 0.00% | 0.08% |
| INVESCO LTD. | 08/14/2026 | 14.15 K | $75.82 K | 100.00% | 0.08% |
| JANE STREET GROUP, LLC | 08/14/2026 | 12.30 K | $65.93 K | 100.00% | 0.07% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 6.36 K | $34.10 K | 100.00% | 0.04% |
| CITIGROUP INC | 08/03/2026 | 6.10 K | $32.68 K | 100.00% | 0.04% |
| JPMORGAN CHASE & CO | 08/12/2026 | 3.84 K | $20.39 K | 100.00% | 0.02% |
| UBS GROUP AG | 08/13/2026 | 3.66 K | $19.62 K | -83.66% | 0.02% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 2.14 K | $11.46 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 1.44 K | $7.69 K | 564.35% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 1.20 K | $6.15 K | 290.55% | 0.01% |
| IFP ADVISORS, INC | 07/20/2026 | 1.00 K | $5.36 K | 100.00% | 0.01% |
| BARCLAYS PLC | 08/14/2026 | 884 | $4.74 K | 100.00% | 0.01% |
| ROYAL BANK OF CANADA | 08/14/2026 | 500 | $3.00 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 300 | $1.61 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 300 | $1.61 K | 0.00% | 0.00% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 41 | $219 | 100.00% | 0.00% |
| COPPELL ADVISORY SOLUTIONS LLC | 08/14/2026 | 11 | $2.50 M | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 1 | $5 | -96.77% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 07/27/2026 | 0 | $0 | -100.00% | 0.00% |
Ideal Power Inc institutional Ownership - FAQ's
During the previous two years, 56 institutional investors and hedge funds held shares of Ideal Power Inc. The most heavily invested institutionals were:
AWM Investment Company, Inc.: 1.35 M
AIGH Capital Management LLC: 894,731
GOLDMAN SACHS GROUP INC: 660,303
VANGUARD CAPITAL MANAGEMENT LLC: 608,959
STIFEL FINANCIAL CORP: 468,906
Bleichroeder LP: 400,000
37.57% of Ideal Power Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.01 M shares in the last 24 months. This purchase volume represents approximately $23.21 M in transactions.