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, Q1 2024
Institutional positions in CBAK Energy Technology Ltd as of Mar 31, 2024. 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
- 29
- +4 vs. Q4 2023
- Shares held
- 1.92M
- +111.0K (+6.2%) vs. Q4 2023
- Total value
- $1.99M
- +$93.0K (+4.9%) vs. Q4 2023
- New holders
- 7
- 6 more added
- Sold out
- 3
- 3 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding CBAK Energy Technology Ltd; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sachetta, LLC | 10 | $11 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 55 | $57 | 0.00% | −7,734−99.3% | Reduced |
| Global Wealth Strategies & Associates | 120 | $125 | 0.00% | +120 | New |
| Qube Research & Technologies Ltd | 178 | $185 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 900 | $936 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,900 | $1.98K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,800 | $2.91K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,933 | $3.00K | 0.00% | +2,711+1,221.2% | Added |
| Wells Fargo & Company | 4,700 | $4.89K | 0.00% | +4,700 | New |
| Royal Bank of Canada | 4,484 | $5.00K | 0.00% | +4,484 | New |
| National Asset Management, Inc. | 12,200 | $9.99K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,250 | $10.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 11,049 | $11.5K | 0.00% | +11,049 | New |
| Two Sigma Securities, LLC | 12,199 | $12.7K | 0.00% | +12,199 | New |
| Old Mission Capital LLC | 13,196 | $13.7K | 0.00% | +13,196 | New |
| BCJ Capital Management, LLC | 14,964 | $15.6K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 16,661 | $17.0K | 0.00% | +16,661 | New |
| Morgan Stanley | 17,414 | $18.1K | 0.00% | +20.0% | Added |
| GWM Advisors LLC | 37,000 | $38.5K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 37,000 | $38.5K | 0.00% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 46,312 | $48.2K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 53,400 | $56.0K | 0.00% | +3,100+6.2% | Added |
| Atticus Wealth Management, LLC | 55,000 | $57.2K | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 60,126 | $62.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 109,576 | $114.0K | 0.00% | −10,347−8.6% | Reduced |
| Susquehanna International Group, LLP | 211,674 | $220.1K | 0.00% | +65,311+44.6% | Added |
| Empowered Funds, LLC | 273,285 | $284.2K | 0.01% | +20,650+8.2% | Added |
| State Street Corp | 273,292 | $284.2K | 0.00% | −28,731−9.5% | Reduced |
| Bridgeway Capital Management, LLC | 633,285 | $658.6K | 0.01% | +20,650+3.4% | Added |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −14,984−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −1,121−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −900−100.0% | Sold out |