IDEAL PWR INC (IPWR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 6,345,538 shares against 16,434,655 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AWM Investment Company, Inc. | $7.2M | 1,346,244 | 0.63% | 28q | +12.5%+$800.8K |
| AIGH Capital Management LLC | $4.8M | 894,731 | 0.30% | 21q | -24.3%-$1.5M |
| GOLDMAN SACHS GROUP INC | $3.5M | 660,303 | 0.00% | 2q | +178.3%+$2.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.3M | 608,959 | 0.00% | 2q | +93.7%+$1.6M |
| STIFEL FINANCIAL CORP | $2.5M | 468,906 | 0.00% | 4q | +475.7%+$2.1M |
| Coppell Advisory Solutions LLC | $2.5M | 11 | 0.21% | new | NEW |
| Bleichroeder LP | $2.1M | 400,000 | 0.38% | 10q | +33.3%+$536.0K |
| Baird Financial Group, Inc. | $1.7M | 326,068 | 0.00% | new | NEW |
| MARSHALL WACE, LLP | $1.7M | 318,217 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $1.5M | 268,807 | 0.00% | 5q | +1017.5%+$1.4M |
| BlackRock, Inc. | $729.9K | 136,171 | 0.00% | 8q | +12.0%+$78.5K |
| GEODE CAPITAL MANAGEMENT, LLC | $644.1K | 120,159 | 0.00% | 22q | +21.1%+$112.1K |
| RENAISSANCE TECHNOLOGIES LLC | $540.0K | 100,754 | 0.00% | new | NEW |
| Polar Asset Management Partners Inc. | $379.0K | 70,700 | 0.01% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $343.6K | 64,105 | 0.00% | 2q | +50.8%+$115.7K |
| BANK OF AMERICA CORP /DE/ | $325.6K | 60,739 | 0.00% | new | NEW |
| MORGAN STANLEY | $313.0K | 58,396 | 0.00% | 17q | +177.3%+$200.1K |
| CITADEL ADVISORS LLC | $240.6K | 20,787 | 0.00% | new | NEW |
| Diversify Advisory Services, LLC | $235.3K | 59,877 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $235.3K | 59,877 | 0.00% | new | NEW |
| XTX Topco Ltd | $225.6K | 42,090 | 0.00% | new | NEW |
| Jump Financial, LLC | $219.8K | 41,000 | 0.00% | new | NEW |
| STATE STREET CORP | $218.4K | 40,747 | 0.00% | 21q | +86.5%+$101.3K |
| NORTHERN TRUST CORP | $203.2K | 37,918 | 0.00% | 14q | +42.0%+$60.1K |
| Walleye Capital LLC | $130.7K | 24,377 | 0.00% | new | NEW |
| Resurgent Financial Advisors LLC | $128.9K | 24,040 | 0.04% | 2q | +20.0%+$21.4K |
| BAILARD, INC. | $109.2K | 20,365 | 0.00% | 15q | HELD |
| Jefferies Financial Group Inc. | $80.4K | 15,001 | 0.00% | new | NEW |
| AlphaCore Capital LLC | $76.3K | 14,234 | 0.00% | 3q | HELD |
| Invesco Ltd. | $75.8K | 14,146 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $34.1K | 6,362 | 0.00% | new | NEW |
| CITIGROUP INC | $32.7K | 6,096 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $20.4K | 3,839 | 0.00% | new | NEW |
| UBS Group AG | $19.6K | 3,661 | 0.00% | 28q | -83.7%-$100.5K |
| Vanguard Global Advisers, LLC | $11.5K | 2,138 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $7.7K | 1,435 | 0.00% | 2q | +564.4%+$6.5K |
| JONES FINANCIAL COMPANIES LLLP | $6.2K | 1,199 | 0.00% | 4q | +290.6%+$4.6K |
| IFP Advisors, Inc | $5.4K | 1,000 | 0.00% | new | NEW |
| BARCLAYS PLC | $4.7K | 884 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $3.0K | 500 | 0.00% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $1.6K | 300 | 0.00% | 6q | -50.0%-$1.6K |
| OSAIC HOLDINGS, INC. | $1.6K | 300 | 0.00% | 15q | HELD |
| SIMPLEX TRADING, LLC | $219 | 41 | 0.00% | new | NEW |
| Virtu Financial LLC | $90 | 16,705 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $5 | 1 | 0.00% | 7q | -96.8% |
| Avion Wealth | $0 | 64 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G/A | LYTTON LAURENCE W INDIVIDUAL | 7.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 44 | $34.0M | 6,345,538 | 20 | 15 | 4 | 0.6% |
| Q1 2026 | 28 | $11.9M | 4,197,490 | 4 | 10 | 4 | 0.0% |
| Q4 2025 | 26 | $6.8M | 2,194,414 | 2 | 3 | 9 | 0.0% |
| Q3 2025 | 28 | $12.4M | 2,473,660 | 6 | 6 | 5 | 0.0% |
| Q2 2025 | 26 | $10.7M | 2,369,362 | 2 | 6 | 7 | 0.0% |
| Q1 2025 | 27 | $14.4M | 2,772,525 | 6 | 8 | 3 | 0.0% |
| Q4 2024 | 23 | $19.3M | 2,553,303 | 1 | 7 | 2 | 0.0% |
| Q3 2024 | 23 | $19.5M | 2,372,928 | 2 | 5 | 4 | 0.0% |
| Q2 2024 | 22 | $13.3M | 1,888,411 | 3 | 8 | 3 | 0.0% |
| Q1 2024 | 25 | $17.2M | 1,930,326 | 5 | 7 | 8 | 0.0% |
| Q4 2023 | 25 | $7.6M | 973,723 | 2 | 9 | 5 | 0.0% |
| Q3 2023 | 26 | $9.9M | 1,013,824 | 0 | 6 | 7 | 0.0% |
| Q2 2023 | 26 | $12.9M | 1,093,036 | 3 | 4 | 5 | 0.0% |
| Q1 2023 | 25 | $12.5M | 1,196,815 | 3 | 3 | 3 | 0.0% |
| Q4 2022 | 22 | $9.4M | 879,047 | 5 | 1 | 3 | 0.0% |
| Q3 2022 | 23 | $12.4M | 1,196,032 | 6 | 4 | 2 | 0.0% |
| Q2 2022 | 18 | $15.4M | 1,267,102 | 4 | 2 | 3 | 0.0% |
| Q1 2022 | 18 | $12.6M | 1,429,118 | 2 | 5 | 5 | 0.0% |
| Q4 2021 | 18 | $17.8M | 1,472,469 | 2 | 6 | 2 | 0.0% |
| Q3 2021 | 18 | $22.1M | 1,452,919 | 3 | 3 | 1 | 0.0% |
| Q2 2021 | 15 | $15.5M | 1,218,230 | 4 | 5 | 1 | 0.0% |
| Q1 2021 | 17 | $10.2M | 799,404 | 9 | 4 | 3 | 0.0% |
| Q4 2020 | 12 | $10.5M | 1,287,432 | 3 | 3 | 1 | 0.0% |
| Q3 2020 | 8 | $3.0M | 477,660 | 2 | 3 | 1 | 0.0% |
| Q2 2020 | 9 | $1.5M | 228,498 | 4 | 2 | 1 | 0.0% |
| Q1 2020 | 7 | $200.0K | 103,431 | 3 | 1 | 1 | 0.0% |
| Q4 2019 | 5 | $140.0K | 60,984 | 1 | 2 | 1 | 0.0% |
| Q3 2019 | 5 | $651.0K | 241,554 | 5 | 0 | 0 | 0.0% |
| Q2 2019 | 11 | $864.0K | 2,781,289 | 1 | 4 | 1 | 0.0% |
| Q1 2019 | 11 | $617.0K | 1,766,443 | 1 | 4 | 3 | 0.0% |
| Q4 2018 | 15 | $352.0K | 1,440,503 | 2 | 0 | 0 | 0.0% |