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 2023
Institutional positions in CBAK Energy Technology Ltd as of Jun 30, 2023. 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
- 23
- −1 vs. Q1 2023
- Shares held
- 1.52M
- +366.1K (+31.8%) vs. Q1 2023
- Total value
- $1.85M
- +$837.6K (+82.7%) vs. Q1 2023
- New holders
- 5
- 4 more added
- Sold out
- 6
- 6 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding CBAK Energy Technology Ltd; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 668 | $0 | 0.00% | +668 | New |
| Lumature Wealth Partners, LLC | 60 | $73 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 105 | $128 | 0.00% | +105 | New |
| Citigroup Inc | 264 | $322 | 0.00% | −4,440−94.4% | Reduced |
| Bank of America Corp | 1,104 | $1.35K | 0.00% | −1,650−59.9% | Reduced |
| UBS Group AG | 1,450 | $1.77K | 0.00% | +1,400+2,800.0% | Added |
| Advisor Group Holdings, Inc. | 1,900 | $2.32K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,800 | $3.42K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,250 | $12.5K | 0.00% | +10,250 | New |
| Jane Street Group, LLC | 10,472 | $12.8K | 0.00% | −45,208−81.2% | Reduced |
| National Asset Management, Inc. | 12,200 | $14.9K | 0.00% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 14,964 | $18.3K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 26,791 | $32.7K | 0.00% | −5,042−15.8% | Reduced |
| James Investment Research Inc | 37,000 | $45.1K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 37,000 | $45.1K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 37,688 | $46.0K | 0.00% | −5,088−11.9% | Reduced |
| Citadel Advisors LLC | 45,462 | $55.5K | 0.00% | +37,510+471.7% | Added |
| Azzad Asset Management Inc | 47,815 | $58.3K | 0.01% | −22,636−32.1% | Reduced |
| Geode Capital Management, LLC | 60,126 | $73.4K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 211,073 | $257.5K | 0.01% | +211,073 | New |
| EA Series Trust | 211,073 | $257.5K | 0.01% | +211,073 | New |
| Bridgeway Capital Management, LLC | 371,073 | $452.7K | 0.01% | +7,378+2.0% | Added |
| State Street Corp | 376,586 | $459.4K | 0.00% | +22,463+6.3% | Added |
| Sabby Management, LLC | 0 | $0 | 0.00% | −29,400−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −20,262−100.0% | Sold out |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −366−100.0% | Sold out |