Ideal Power Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AWM INVESTMENT COMPANY, INC. | 05/15/2026 | 1.20 M | $3.39 M | 52.25% | 10.73% |
| AIGH CAPITAL MANAGEMENT LLC | 04/30/2026 | 1.18 M | $3.34 M | 140.19% | 10.59% |
| ALYESKA INVESTMENT GROUP, L.P. | 05/15/2026 | 385.57 K | $1.09 M | 100.00% | 3.46% |
| VANGUARD CAPITAL MANAGEMENT LLC | 05/15/2026 | 314.44 K | $889.86 K | 100.00% | 2.82% |
| BLEICHROEDER LP | 05/14/2026 | 300.00 K | $849.00 K | 125.56% | 2.69% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 237.25 K | $671.42 K | 100.00% | 2.13% |
| BLACKROCK, INC. | 05/13/2026 | 121.53 K | $343.92 K | 0.99% | 1.09% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 99.25 K | $280.91 K | 20.12% | 0.89% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 81.45 K | $230.51 K | 240.83% | 0.73% |
| CABLE CAR CAPITAL LLC | 05/15/2026 | 50.00 K | $141.50 K | 0.00% | 0.45% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 42.51 K | $120.31 K | 100.00% | 0.38% |
| NORTHERN TRUST CORP | 05/14/2026 | 26.70 K | $75.56 K | 98.34% | 0.24% |
| JANE STREET GROUP, LLC | 05/12/2026 | 24.06 K | $68.08 K | 122.26% | 0.22% |
| UBS GROUP AG | 05/05/2026 | 22.41 K | $63.42 K | -1.05% | 0.20% |
| STATE STREET CORP | 05/15/2026 | 21.85 K | $61.83 K | 0.00% | 0.20% |
| MORGAN STANLEY | 05/15/2026 | 21.06 K | $59.60 K | 35,000.00% | 0.19% |
| BAILARD, INC. | 05/11/2026 | 20.37 K | $57.63 K | 0.00% | 0.18% |
| RESURGENT FINANCIAL ADVISORS LLC | 05/13/2026 | 20.04 K | $56.71 K | 100.00% | 0.18% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 14.23 K | $40.28 K | -23.01% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 11.76 K | $33.29 K | -19.80% | 0.11% |
| FNY INVESTMENT ADVISERS, LLC | 04/15/2026 | 3.40 K | $9.00 K | 100.00% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 2.14 K | $6.05 K | 100.00% | 0.02% |
| ROYAL BANK OF CANADA | 05/15/2026 | 500 | $1.00 K | 0.00% | 0.00% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 05/04/2026 | 386 | $1.09 K | -61.40% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 307 | $884 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 300 | $849 | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 300 | $849 | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 216 | $611 | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 31 | $88 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 0 | $0 | -100.00% | 0.00% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 0 | $0 | -100.00% | 0.00% |
Ideal Power Inc institutional Ownership - FAQ's
During the previous two years, 11 institutional investors and hedge funds held shares of Ideal Power Inc. The most heavily invested institutionals were:
Westside Investment Management, Inc.: 0
FNY Investment Advisers, LLC: 0
Cable Car Capital LLC: 0
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 0
Alyeska Investment Group, L.P.: 0
VANGUARD GROUP INC: 359,089
37.64% of Ideal Power Inc stock is owned by institutional investors.
Institutional investors have bought a total of 648.75 K shares in the last 24 months. This purchase volume represents approximately $2.15 M in transactions.