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 2024
Institutional positions in CBAK Energy Technology Ltd as of Jun 30, 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
- 32
- +3 vs. Q1 2024
- Shares held
- 2.12M
- +199.6K (+10.4%) vs. Q1 2024
- Total value
- $2.90M
- +$906.0K (+45.5%) vs. Q1 2024
- New holders
- 7
- 7 more added
- Sold out
- 4
- 5 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding CBAK Energy Technology Ltd; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 231 | $0 | 0.00% | −4,253−94.8% | Reduced |
| Sachetta, LLC | 10 | $13 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 110 | $151 | 0.00% | +55+100.0% | Added |
| Global Wealth Strategies & Associates | 120 | $164 | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 178 | $244 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 550 | $572 | 0.00% | +550 | New |
| UBS Group AG | 819 | $1.12K | 0.00% | −10,230−92.6% | Reduced |
| Bank of America Corp | 900 | $1.23K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,919 | $2.63K | 0.00% | +19+1.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,250 | $14.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,200 | $16.7K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 12,475 | $17.1K | 0.00% | +12,475 | New |
| BCJ Capital Management, LLC | 14,964 | $20.5K | 0.00% | 00.0% | Unchanged |
| Old Mission Capital LLC | 15,722 | $21.5K | 0.00% | +2,526+19.1% | Added |
| Morgan Stanley | 17,414 | $23.9K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 21,575 | $29.6K | 0.00% | +9,376+76.9% | Added |
| Group One Trading, L.P. | 24,560 | $33.6K | 0.00% | +24,560 | New |
| James Investment Research Inc | 37,000 | $50.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 37,000 | $50.7K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 42,829 | $58.0K | 0.00% | +42,829 | New |
| Citadel Advisors LLC | 43,470 | $59.6K | 0.00% | −66,106−60.3% | Reduced |
| Azzad Asset Management Inc | 46,312 | $63.4K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 50,954 | $69.0K | 0.00% | +48,021+1,637.3% | Added |
| Atticus Wealth Management, LLC | 55,000 | $75.3K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 60,061 | $82.3K | 0.00% | +60,061 | New |
| Geode Capital Management, LLC | 60,126 | $82.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 88,662 | $121.5K | 0.00% | −123,012−58.1% | Reduced |
| Leonteq Securities AG | 120,000 | $164.4K | 0.02% | +120,000 | New |
| Marshall Wace, LLP | 124,698 | $170.8K | 0.00% | +124,698 | New |
| State Street Corp | 266,382 | $364.9K | 0.00% | −6,910−2.5% | Reduced |
| Empowered Funds, LLC | 294,525 | $403.5K | 0.01% | +21,240+7.8% | Added |
| Bridgeway Capital Management, LLC | 654,525 | $896.7K | 0.02% | +21,240+3.4% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −53,400−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,661−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |