Ideal Power Ownership | Who Owns Ideal Power?


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Ideal Power Ownership Summary


Ideal Power is owned by 29.88% institutional investors, 2.96% insiders, and 67.16% retail investors. Aigh capital management is the largest institutional shareholder, holding 11.08% of IPWR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.01% of its assets in Ideal Power shares.

IPWR Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockIdeal Power29.88%2.96%67.16%
SectorIndustrials Stocks 61.06%10.27%28.67%
IndustryElectrical Equipment Stocks44.62%15.74%39.64%
IdeaEV Battery Stocks List17.86%16.49%65.65%
IdeaEnergy Storage Stocks List29.35%14.10%56.55%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Aigh capital management700.00K11.08%$4.94M
Vanguard group323.17K5.11%$2.28M
Baird financial group209.74K3.32%$1.48M
Awm investment company162.35K2.57%$1.15M
Bleichroeder lp133.00K2.10%$938.98K
Blackrock118.64K1.88%$837.63K
Geode capital management68.80K1.09%$485.85K
Cable car capital55.00K0.87%$388.30K
Ubs group48.22K0.76%$340.42K
Bailard25.61K0.41%$180.84K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Aigh capital management700.00K1.54%$4.94M
Cable car capital55.00K0.41%$388.30K
Bleichroeder lp133.00K0.28%$938.98K
Awm investment company162.35K0.15%$1.15M
Bailard25.61K0.01%$180.84K
Baird financial group209.74K0.00%$1.48M
Stratos wealth partners11.34K0.00%$80.08K
Ifp advisors656.000.00%$4.63K
Tower research capital llc (trc)1.81K0.00%$12.81K
Geneos wealth management210.000.00%$1.48K

Top Buyers

HolderShares% AssetsChange
Vanguard group323.17K-54.25K
Stratos wealth partners11.34K0.00%11.34K
Geode capital management68.80K-8.46K
Blackrock118.64K-4.02K
Bailard25.61K0.01%3.10K

Top Sellers

HolderShares% AssetsChange
Timelo investment management---100.00K
Citadel advisors---11.04K
Baird financial group209.74K0.00%-10.40K
Virtu financial---10.11K
Jpmorgan chase---1.31K

New Positions

HolderShares% AssetsChangeValue
Stratos wealth partners11.34K0.00%11.34K$80.08K
Ifp advisors656.000.00%656.00$4.63K
Coppell advisory solutions88.000.00%88.00$621.00

Sold Out

HolderChange
Wells fargo & company/mn-43.00
Old point trust & financial services n a-250.00
Fifth third bancorp-300.00
Northwestern mutual wealth management-1.00K
Jpmorgan chase-1.31K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202422-15.38%1,888,411-2.61%293.06%12-7.69%3-62.50%
Mar 31, 2024264.00%1,939,01999.41%3112.67%1330.00%833.33%
Dec 31, 202325-3.85%972,363-4.09%155.84%1042.86%6-14.29%
Sep 30, 202326-1,013,840-7.25%165.24%7-22.22%7-
Jun 30, 202326-1,093,036-8.73%174.71%9-7133.33%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv231.31K3.01%-
Vanguard Institutional Extnd Mkt Idx Tr78.06K1.01%-
Fidelity Extended Market Index40.34K0.52%-359.00
iShares Micro-Cap ETF16.85K0.22%-
Fidelity Total Market Index13.32K0.17%5.00K
BlackRock Extended Equity Market K12.53K0.16%-5.00
Fidelity Series Total Market Index9.29K0.12%2.14K
Vanguard Instl Ttl Stk Mkt Idx InstlPls6.72K0.09%-
Vanguard Instl Ttl Stck Mkt Idx Tr6.72K0.09%-
Fidelity Nasdaq Composite Index6.42K0.08%-

Recent Insider Transactions


DateNameRoleActivityValue
May 15, 2023BURNS TIMOTHY Chief Financial OfficerBuy$23.10K
May 15, 2023BRDAR DANIEL President and CEOBuy$10.94K
May 16, 2023BRDAR DANIEL President and CEOBuy$42.30K
Nov 18, 2021Lesster Laban E-Sell$7.21K
Oct 12, 2021Lesster Laban E-Sell$33.74K

Insider Transactions Trends


DateBuySell
2024 Q2--
2024 Q1--
2023 Q4--
2023 Q23-
2023 Q1--

IPWR Ownership FAQ


Who Owns Ideal Power?

Ideal Power shareholders are primarily institutional investors at 29.88%, followed by 2.96% insiders and 67.16% retail investors. The average institutional ownership in Ideal Power's industry, Electrical Equipment Stocks, is 44.62%, which Ideal Power falls below.

Who owns the most shares of Ideal Power?

Ideal Power’s largest shareholders are Aigh capital management (700K shares, 11.08%), Vanguard group (323.17K shares, 5.11%), and Baird financial group (209.74K shares, 3.32%). Together, they hold 19.51% of Ideal Power’s total shares outstanding.

Does Blackrock own Ideal Power?

Yes, BlackRock owns 1.88% of Ideal Power, totaling 118.64K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 837.63K$. In the last quarter, BlackRock increased its holdings by 4.02K shares, a 3.51% change.

Who is Ideal Power’s biggest shareholder by percentage of total assets invested?

Aigh capital management is Ideal Power’s biggest shareholder by percentage of total assets invested, with 1.54% of its assets in 700K Ideal Power shares, valued at 4.94M$.

Who is the top mutual fund holder of Ideal Power shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Ideal Power shares, with 3.01% of its total shares outstanding invested in 231.31K Ideal Power shares.

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