Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IPWR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | AWM Investment Company, Inc. | 1.2M | $3.4M | +52.3% | 13.957% | 0.37% |
| 2 | AIGH Capital Management LLC | 1.2M | $3.3M | +140.2% | 13.781% | 0.68% |
| 3 | Alyeska Investment Group, L.P. | 386K | $1.1M | β | 4.497% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 314K | $890K | β | 3.667% | 0.00% |
| 5 | Bleichroeder LP | 300K | $849K | +125.6% | 3.499% | 0.15% |
| 6 | GOLDMAN SACHS GROUP INC | 237K | $671K | β | 2.767% | 0.00% |
| 7 | BlackRock, Inc. | 122K | $344K | +1.0% | 1.417% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 99K | $281K | +20.1% | 1.157% | 0.00% |
| 9 | STIFEL FINANCIAL CORP | 81K | $231K | +240.8% | 0.950% | 0.00% |
| 10 | Cable Car Capital, LP | 50K | $142K | 0.0% | 0.583% | 0.05% |
| 11 | VANGUARD FIDUCIARY TRUST CO | 43K | $120K | β | 0.496% | 0.00% |
| 12 | NORTHERN TRUST CORP | 27K | $76K | +98.3% | 0.311% | 0.00% |
| 13 | JANE STREET GROUP, LLC | 24K | $68K | +122.3% | 0.281% | 0.00% |
| 14 | UBS Group AG | 22K | $63K | -1.1% | 0.261% | 0.00% |
| 15 | STATE STREET CORP | 22K | $62K | 0.0% | 0.255% | 0.00% |
| 16 | MORGAN STANLEY | 21K | $60K | +35000.0% | 0.246% | 0.00% |
| 17 | BAILARD, INC. | 20K | $58K | 0.0% | 0.237% | 0.00% |
| 18 | Resurgent Financial Advisors LLC | 20K | $57K | β | 0.234% | 0.02% |
| 19 | AlphaCore Capital LLC | 14K | $40K | -23.0% | 0.166% | 0.00% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12K | $33K | -19.8% | 0.137% | 0.00% |
| 21 | Vanguard Global Advisers, LLC | 2K | $6K | β | 0.025% | 0.00% |
| 22 | Westside Investment Management, Inc. | 386 | $1K | -61.4% | 0.005% | 0.00% |
| 23 | ROYAL BANK OF CANADA | 500 | $1K | 0.0% | 0.006% | 0.00% |
| 24 | JONES FINANCIAL COMPANIES LLLP | 307 | $884 | 0.0% | 0.004% | 0.00% |
| 25 | WELLS FARGO & COMPANY/MN | 300 | $849 | 0.0% | 0.003% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in IPWR β a direct measure of their conviction.
Filings activity in IPWR during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 29 | +12% | 22.71% | +9.75 pp | $12M | +75% |
| Q4 2025 | 26 | 7.1% | 12.96% | 10.80 pp | $7M | 45% |
| Q3 2025 | 28 | +3.7% | 23.76% | +3.24 pp | $12M | +16% |
| Q2 2025 | 27 | 3.6% | 20.52% | 7.04 pp | $11M | 26% |
| Q1 2025 | 28 | +17% | 27.56% | 9.30 pp | $14M | 25% |
| Q4 2024 | 24 | +4.3% | 36.86% | 0.33 pp | $19M | 0.9% |
| Q3 2024 | 23 | +0.0% | 37.19% | +11.70 pp | $19M | +46% |
| Q2 2024 | 23 | β | 25.49% | β | $13M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying IPWR stock.
Based on Q1 2026 13F filings, institutional ownership of Ideal Power Inc. stands at 22.7%, held across 29 reporting institutions.
AWM Investment Company, Inc. is the largest reported institutional holder of IPWR, with approximately 1,196,849 shares worth $0.00B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of IPWR, including JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for IPWR is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in IPWR during Q1 2026, while 5 fully exited. 8 added to existing positions and 13 trimmed.
IPWR institutional ownership rose by 9.75 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 94.5% of all reported 13F value in IPWR, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Ideal Power Inc. (IPWR) Institutional Ownership