CBAK Energy Technology Ltd
CBAT- Exchange
- Nasdaq
- Industry
- Miscellaneous Electrical Machinery, Equipment & Supplies
- SEC CIK
- 0002086841
No open-market purchases or sales by CBAK Energy Technology Ltd insiders were filed in the last 90 days; 28 institutions reported holding it in 13F filings for Q2 2026, worth $1.04M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in CBAK Energy Technology Ltd as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 33
- −4 vs. Q1 2021
- Shares held
- 5.16M
- +1.39M (+36.7%) vs. Q1 2021
- Total value
- $24.3M
- +$5.05M (+26.2%) vs. Q1 2021
- New holders
- 12
- 7 more added
- Sold out
- 16
- 9 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CBAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 28 | $1.04M |
| Q1 2026 | 28 | $1.51M |
| Q4 2025 | 30 | $1.76M |
| Q3 2025 | 26 | $2.14M |
| Q2 2025 | 28 | $2.29M |
| Q1 2025 | 25 | $1.53M |
| Q4 2024 | 29 | $1.79M |
| Q3 2024 | 32 | $2.60M |
| Q2 2024 | 32 | $2.90M |
| Q1 2024 | 29 | $2.31M |
| Q4 2023 | 25 | $1.93M |
| Q3 2023 | 23 | $1.39M |
| Q2 2023 | 23 | $1.85M |
| Q1 2023 | 24 | $1.01M |
| Q4 2022 | 27 | $1.77M |
| Q3 2022 | 23 | $2.35M |
| Q2 2022 | 28 | $2.47M |
| Q1 2022 | 39 | $5.88M |
| Q4 2021 | 36 | $12.3M |
| Q3 2021 | 39 | $12.7M |
| Q2 2021 | 33 | $24.3M |
| Q1 2021 | 37 | $19.3M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding CBAK Energy Technology Ltd; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Street Corp | 1,075,506 | $5.07M | 0.00% | +1,075,506 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,058,537 | $4.99M | 0.01% | +79,513+8.1% | Added |
| First Trust Advisors LP | 784,576 | $3.69M | 0.00% | −36,298−4.4% | Reduced |
| JPMorgan Chase & Co | 655,976 | $3.09M | 0.00% | +29,761+4.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 237,915 | $1.12M | 0.01% | +237,915 | New |
| Toroso Investments, LLC | 232,781 | $1.10M | 0.04% | +135,156+138.4% | Added |
| Morgan Stanley | 193,083 | $909.0K | 0.00% | −20,563−9.6% | Reduced |
| Sabby Management, LLC | 175,097 | $825.0K | 0.18% | +175,097 | New |
| Harel Insurance Investments & Financial Services Ltd. | 116,647 | $549.0K | 0.01% | +116,647 | New |
| Marshall Wace, LLP | 94,749 | $446.0K | 0.00% | +94,749 | New |
| Citigroup Inc | 87,150 | $410.0K | 0.00% | +74,585+593.6% | Added |
| Citadel Advisors LLC | 84,511 | $398.0K | 0.00% | −236,285−73.7% | Reduced |
| Azzad Asset Management Inc | 71,451 | $336.5K | 0.05% | 00.0% | Unchanged |
| Invesco Ltd. | 50,919 | $240.0K | 0.00% | −24,632−32.6% | Reduced |
| Geode Capital Management, LLC | 48,117 | $226.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 32,951 | $157.0K | 0.00% | +10,059+43.9% | Added |
| Wedbush Securities Inc | 30,000 | $141.0K | 0.01% | −17,000−36.2% | Reduced |
| PEAK6 Investments LLC | 24,998 | $118.0K | 0.00% | −51,002−67.1% | Reduced |
| Millennium Management LLC | 17,560 | $83.0K | 0.00% | −122,422−87.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 17,518 | $83.0K | 0.00% | −5,000−22.2% | Reduced |
| Two Sigma Securities, LLC | 17,588 | $83.0K | 0.02% | +17,588 | New |
| Clear Creek Financial Management, LLC | 14,964 | $70.0K | 0.01% | +14,964 | New |
| Gsa Capital Partners LLP | 11,953 | $56.0K | 0.01% | +11,953 | New |
| Cambridge Investment Research Advisors, Inc. | 11,274 | $53.0K | 0.00% | +11,274 | New |
| UBS Group AG | 9,602 | $45.0K | 0.00% | +3,076+47.1% | Added |
| Advisor Group Holdings, Inc. | 4,200 | $18.0K | 0.00% | +295+7.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,188 | $5.00K | 0.00% | −2,812−70.3% | Reduced |
| Harbour Investments, Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 200 | $1.00K | 0.00% | +200 | New |
| Joseph P. Lucia & Associates, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $0 | 0.00% | +2 | New |
| Newbridge Financial Services Group, Inc. | 87 | $0 | 0.00% | +87 | New |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −53,863−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −32,226−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −16,863−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −13,310−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −9,155−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −8,250−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,146−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −657−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |