MetaCap

Who Owns Ideal Power Stock?

NASDAQ: IPWRTechnologySemiconductorsUSD

3.69-0.18 (-4.65%)

At close: Oct 8, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
39.77%
Institutional holders
52
  • Institutions 39.8%
  • Insiders 4.8%
  • Public and other 55.5%

Who owns Ideal Power stock?

Institutional investors own about 39.8% of Ideal Power's shares, spread across 52 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 4.78% of IPWR.

The largest institutional holders are AWM Investment Company, Inc. (8.19%), AIGH Capital Management LLC (5.44%) and Goldman Sachs Group Inc (4.02%). Together, the top 10 institutions control 33.0% of shares outstanding. In their latest filings, 9 of the top 10 institutions increased their IPWR positions and 1 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of IPWR

Ideal Power top institutional holders
InstitutionShares% HeldChange
AWM Investment Company, Inc.1.35M8.19%+12.5%
AIGH Capital Management LLC894.73K5.44%-24.3%
Goldman Sachs Group Inc660.30K4.02%+178.3%
Vanguard Capital Management LLC608.96K3.71%+93.7%
Stifel Financial Corporation468.91K2.85%+475.7%
Bleichroeder LP400.00K2.43%+33.3%
Baird Financial Group, Inc.326.07K1.98%+100.0%
Marshall Wace LLP318.22K1.94%+100.0%
Jane Street Group, LLC268.81K1.64%+1017.5%
Blackrock Inc.136.17K0.83%+12.1%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of IPWR

Ideal Power top fund holders
FundShares% Held
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund467.55K2.84%
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund127.73K0.78%
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund56.88K0.35%
iShares Trust-iShares Micro-Cap ETF36.53K0.22%
Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund20.90K0.13%
Fidelity Concord Street Trust-Fidelity Total Market Index Fund16.85K0.10%
Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF15.03K0.09%
Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund11.01K0.07%
VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund6.96K0.04%
VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.6.72K0.04%

Frequently asked questions

Who is the largest shareholder of Ideal Power?

AWM Investment Company, Inc. is the largest institutional shareholder of IPWR, owning 8.19% of shares outstanding (1.35M shares) as of its latest 13F filing.

What percentage of Ideal Power is owned by institutions?

Institutions own about 39.8% of IPWR shares and 41.8% of the public float.

How much of Ideal Power do insiders own?

Insiders, such as officers and directors, own about 4.78% of IPWR shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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