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, Q3 2023
Institutional positions in CBAK Energy Technology Ltd as of Sep 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
- +2 vs. Q2 2023
- Shares held
- 1.69M
- +385.6K (+29.5%) vs. Q2 2023
- Total value
- $1.39M
- −$207.5K (−13.0%) vs. Q2 2023
- New holders
- 5
- 7 more added
- Sold out
- 3
- 4 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding CBAK Energy Technology Ltd; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bridgeway Capital Management, LLC | 589,875 | $483.1K | 0.01% | +218,802+59.0% | Added |
| State Street Corp | 292,984 | $240.0K | 0.00% | −83,602−22.2% | Reduced |
| Empowered Funds, LLC | 229,875 | $188.3K | 0.01% | +18,802+8.9% | Added |
| Citadel Advisors LLC | 144,575 | $118.4K | 0.00% | +99,113+218.0% | Added |
| Invesco Ltd. | 84,054 | $68.8K | 0.00% | +84,054 | New |
| Geode Capital Management, LLC | 60,126 | $49.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 56,601 | $46.4K | 0.00% | +29,810+111.3% | Added |
| Azzad Asset Management Inc | 46,315 | $37.9K | 0.01% | −1,500−3.1% | Reduced |
| James Investment Research Inc | 37,000 | $30.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 37,000 | $30.3K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 20,612 | $16.9K | 0.00% | −17,076−45.3% | Reduced |
| JPMorgan Chase & Co | 17,855 | $14.6K | 0.00% | +17,855 | New |
| Two Sigma Securities, LLC | 16,623 | $13.6K | 0.00% | +16,623 | New |
| BCJ Capital Management, LLC | 14,964 | $12.3K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,200 | $9.99K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 12,090 | $9.90K | 0.00% | +10,640+733.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,250 | $8.39K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,800 | $2.29K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,800 | $2.29K | 0.00% | +900+47.4% | Added |
| Royal Bank of Canada | 2,551 | $2.00K | 0.00% | +2,551 | New |
| Bank of America Corp | 900 | $737 | 0.00% | −204−18.5% | Reduced |
| Qube Research & Technologies Ltd | 178 | $146 | 0.00% | +178 | New |
| Tower Research Capital LLC (TRC) | 159 | $130 | 0.00% | +54+51.4% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,472−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |
| Lumature Wealth Partners, LLC | – | – | – | – | Not filed |