Ideal Power Ownership | Who Owns Ideal Power?
Ideal Power Ownership Summary
Ideal Power is owned by 12.20% institutional investors, 5.31% insiders, and 82.49% retail investors. Awm investment company is the largest institutional shareholder, holding 8.59% of IPWR shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.77% of its assets in Ideal Power shares.
IPWR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Ideal Power | 12.20% | 5.31% | 82.49% |
| Sector | Industrials Stocks | 47.66% | 12.52% | 39.82% |
| Industry | Electrical Equipment Stocks | 30.79% | 16.75% | 52.46% |
| Idea | EV Battery Stocks List | 27.58% | 15.88% | 56.54% |
| Idea | Energy Storage Stocks List | 25.85% | 17.15% | 57.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Awm investment company | 786.09K | 8.59% | $2.43M |
| Aigh capital management | 491.99K | 5.37% | $1.52M |
| Vanguard group | 359.09K | 3.92% | $1.11M |
| Blackrock | 118.64K | 1.88% | $837.63K |
| Amh equity | 156.40K | 1.72% | $785.13K |
| Bleichroeder lp | 133.00K | 1.46% | $667.66K |
| Blackrock funding, inc. /de | 120.34K | 1.31% | $371.85K |
| Geode capital management | 82.62K | 0.90% | $255.35K |
| Cable car capital | 50.00K | 0.55% | $251.00K |
| Stifel financial | 23.90K | 0.26% | $73.85K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Amh equity | 156.40K | 0.98% | $785.13K |
| Aigh capital management | 491.99K | 0.37% | $1.52M |
| Awm investment company | 786.09K | 0.23% | $2.43M |
| Bleichroeder lp | 133.00K | 0.13% | $667.66K |
| Cable car capital | 50.00K | 0.11% | $251.00K |
| Bailard | 20.36K | 0.00% | $62.93K |
| Alphacore capital | 18.49K | 0.00% | $57.13K |
| Westside investment management | 1.00K | 0.00% | $3.09K |
| Avantax advisory services | 14.06K | 0.00% | $63.69K |
| Tower research capital llc (trc) | 537.00 | 0.00% | $2.70K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Amh equity | 156.40K | 0.98% | 156.40K |
| Awm investment company | 786.09K | 0.23% | 140.35K |
| Alphacore capital | 18.49K | 0.00% | 18.49K |
| Cetera investment advisers | 15.06K | 0.00% | 15.06K |
| Avantax advisory services | 14.06K | 0.00% | 14.06K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Baird financial group | - | - | -171.85K |
| Timelo investment management | - | - | -100.00K |
| Ubs group | 22.65K | - | -32.29K |
| Leconte wealth management | - | - | -27.52K |
| Aigh capital management | 491.99K | 0.37% | -21.06K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Amh equity | 156.40K | 0.98% | 156.40K | $785.13K |
| Alphacore capital | 18.49K | 0.00% | 18.49K | $57.13K |
| Cetera investment advisers | 15.06K | 0.00% | 15.06K | $75.60K |
| Avantax advisory services | 14.06K | 0.00% | 14.06K | $63.69K |
| Jones financial companies lllp | 307.00 | - | 307.00 | $1.55K |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -20.00 |
| Coppell advisory solutions | -88.00 |
| Northwestern mutual wealth management | -200.00 |
| Old point trust & financial services n a | -250.00 |
| Fifth third bancorp | -300.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 10 | -64.29% | 1,116,780 | -54.85% | 12 | 1.66% | 4 | -71.43% | 4 | -20.00% |
| Sep 30, 2025 | 11 | -56.00% | 1,292,868 | -45.42% | 14 | 2.09% | 6 | -25.00% | 2 | -71.43% |
| Jun 30, 2025 | 26 | -3.70% | 2,368,866 | -14.55% | 26 | 2.81% | 8 | -46.67% | 6 | 50.00% |
| Mar 31, 2025 | 1 | -95.65% | 601,531 | -76.44% | 7 | 0.87% | - | -100.00% | - | -100.00% |
| Dec 31, 2024 | 11 | -52.17% | 1,381,928 | -41.76% | 15 | 2.15% | 3 | -66.67% | 3 | -25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 231.31K | 2.77% | - |
| Vanguard Total Stock Mkt Idx Inv | 235.15K | 1.95% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 72.57K | 0.60% | - |
| Fidelity Extended Market Index | 38.84K | 0.32% | -75.00 |
| iShares Micro-Cap ETF | 20.37K | 0.17% | 7.35K |
| BlackRock Extended Equity Market K | 12.53K | 0.16% | -5.00 |
| Blackrock Extended Mkt Fund CF | 14.38K | 0.12% | 14.38K |
| Fidelity Total Market Index | 13.11K | 0.11% | - |
| Extended Equity Market Fund K | 12.33K | 0.10% | 8.00 |
| Fidelity Series Total Market Index | 10.51K | 0.09% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 25, 2026 | SOMO DAVID M | President and CEO | Buy | $250.00K |
| Nov 19, 2024 | Lesster Laban E | - | Buy | $17.64K |
| Nov 19, 2024 | BRDAR DANIEL | President and CEO | Buy | $26.59K |
| May 15, 2023 | BURNS TIMOTHY | Chief Financial Officer | Buy | $23.10K |
| May 15, 2023 | BRDAR DANIEL | President and CEO | Buy | $10.94K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 1 | - |
| 2025 Q4 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 2 | - |
IPWR Ownership FAQ
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