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, Q4 2023
Institutional positions in CBAK Energy Technology Ltd as of Dec 31, 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
- 25
- +2 vs. Q3 2023
- Shares held
- 1.80M
- +112.6K (+6.7%) vs. Q3 2023
- Total value
- $1.90M
- +$511.4K (+36.9%) vs. Q3 2023
- New holders
- 6
- 5 more added
- Sold out
- 4
- 5 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding CBAK Energy Technology Ltd; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 222 | $0 | 0.00% | +222 | New |
| Sachetta, LLC | 10 | $11 | 0.00% | +10 | New |
| Qube Research & Technologies Ltd | 178 | $187 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 900 | $945 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 900 | $945 | 0.00% | +900 | New |
| WealthCollab, LLC | 1,121 | $1.18K | 0.00% | +1,121 | New |
| Advisor Group Holdings, Inc. | 1,900 | $2.00K | 0.00% | −900−32.1% | Reduced |
| Concord Wealth Partners | 2,800 | $2.94K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,789 | $8.18K | 0.00% | +7,630+4,798.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,250 | $10.8K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,200 | $12.8K | 0.00% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 14,964 | $15.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 14,984 | $15.7K | 0.00% | −2,871−16.1% | Reduced |
| Morgan Stanley | 17,412 | $18.3K | 0.00% | −3,200−15.5% | Reduced |
| James Investment Research Inc | 37,000 | $38.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 37,000 | $41.1K | 0.00% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 46,312 | $48.6K | 0.01% | −30.0% | Reduced |
| Renaissance Technologies LLC | 50,300 | $53.0K | 0.00% | +50,300 | New |
| Atticus Wealth Management, LLC | 55,000 | $57.8K | 0.02% | +55,000 | New |
| Geode Capital Management, LLC | 60,126 | $63.1K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 119,923 | $125.9K | 0.00% | −24,652−17.1% | Reduced |
| Susquehanna International Group, LLP | 146,363 | $153.7K | 0.00% | +89,762+158.6% | Added |
| Empowered Funds, LLC | 252,635 | $265.3K | 0.01% | +22,760+9.9% | Added |
| State Street Corp | 302,023 | $317.1K | 0.00% | +9,039+3.1% | Added |
| Bridgeway Capital Management, LLC | 612,635 | $643.3K | 0.01% | +22,760+3.9% | Added |
| Invesco Ltd. | 0 | $0 | 0.00% | −84,054−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −16,623−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −12,090−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −2,551−100.0% | Sold out |