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 | $1.49M |
| Q4 2024 | 29 | $1.74M |
| Q3 2024 | 32 | $2.59M |
| Q2 2024 | 32 | $2.90M |
| Q1 2024 | 29 | $1.99M |
| Q4 2023 | 25 | $1.90M |
| 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 | $11.7M |
| 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 |
|---|---|---|---|---|---|
| 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 |
| Brendel Financial Advisors LLC | 200 | $1.00K | 0.00% | +200 | New |
| 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 |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,200 | $18.0K | 0.00% | +295+7.6% | Added |
| UBS Group AG | 9,602 | $45.0K | 0.00% | +3,076+47.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,274 | $53.0K | 0.00% | +11,274 | New |
| Gsa Capital Partners LLP | 11,953 | $56.0K | 0.01% | +11,953 | New |
| Clear Creek Financial Management, LLC | 14,964 | $70.0K | 0.01% | +14,964 | New |
| 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 |
| PEAK6 Investments LLC | 24,998 | $118.0K | 0.00% | −51,002−67.1% | Reduced |
| Wedbush Securities Inc | 30,000 | $141.0K | 0.01% | −17,000−36.2% | Reduced |
| Wolverine Trading, LLC | 32,951 | $157.0K | 0.00% | +10,059+43.9% | Added |
| Geode Capital Management, LLC | 48,117 | $226.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 50,919 | $240.0K | 0.00% | −24,632−32.6% | Reduced |
| Azzad Asset Management Inc | 71,451 | $336.5K | 0.05% | 00.0% | Unchanged |
| Citadel Advisors LLC | 84,511 | $398.0K | 0.00% | −236,285−73.7% | Reduced |
| Citigroup Inc | 87,150 | $410.0K | 0.00% | +74,585+593.6% | Added |
| Marshall Wace, LLP | 94,749 | $446.0K | 0.00% | +94,749 | New |
| Harel Insurance Investments & Financial Services Ltd. | 116,647 | $549.0K | 0.01% | +116,647 | New |
| Sabby Management, LLC | 175,097 | $825.0K | 0.18% | +175,097 | New |
| Morgan Stanley | 193,083 | $909.0K | 0.00% | −20,563−9.6% | Reduced |
| Toroso Investments, LLC | 232,781 | $1.10M | 0.04% | +135,156+138.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 237,915 | $1.12M | 0.01% | +237,915 | New |
| JPMorgan Chase & Co | 655,976 | $3.09M | 0.00% | +29,761+4.8% | Added |
| First Trust Advisors LP | 784,576 | $3.69M | 0.00% | −36,298−4.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,058,537 | $4.99M | 0.01% | +79,513+8.1% | Added |
| State Street Corp | 1,075,506 | $5.07M | 0.00% | +1,075,506 | 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 |