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 2024
Institutional positions in CBAK Energy Technology Ltd as of Sep 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
- 0 vs. Q2 2024
- Shares held
- 2.08M
- −40.0K (−1.9%) vs. Q2 2024
- Total value
- $2.59M
- −$302.4K (−10.4%) vs. Q2 2024
- New holders
- 9
- 6 more added
- Sold out
- 9
- 6 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding CBAK Energy Technology Ltd; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sachetta, LLC | 10 | $13 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 120 | $150 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 250 | $313 | 0.00% | +250 | New |
| Bank of America Corp | 900 | $1.13K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,594 | $1.99K | 0.00% | +1,594 | New |
| Advisor Group Holdings, Inc. | 2,219 | $2.77K | 0.00% | +300+15.6% | Added |
| Concord Wealth Partners | 2,800 | $3.50K | 0.00% | +2,800 | New |
| Jaffetilchin Investment Partners, LLC | 9,050 | $11.3K | 0.00% | +9,050 | New |
| Creative Planning | 10,000 | $12.5K | 0.00% | +10,000 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,250 | $12.8K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 11,100 | $13.9K | 0.00% | +11,100 | New |
| National Asset Management, Inc. | 12,200 | $15.3K | 0.00% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 14,964 | $18.7K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 16,414 | $20.5K | 0.00% | −1,000−5.7% | Reduced |
| Old Mission Capital LLC | 17,006 | $21.3K | 0.00% | +1,284+8.2% | Added |
| Citadel Advisors LLC | 19,914 | $24.9K | 0.00% | −23,556−54.2% | Reduced |
| Simplex Trading, LLC | 21,188 | $26.0K | 0.00% | −29,766−58.4% | Reduced |
| Group One Trading, L.P. | 24,560 | $30.7K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 35,250 | $44.1K | 0.00% | +35,250 | New |
| Azzad Asset Management Inc | 36,312 | $45.4K | 0.01% | −10,000−21.6% | Reduced |
| XTX Topco Ltd | 36,400 | $45.5K | 0.00% | +36,400 | New |
| James Investment Research Inc | 37,000 | $46.3K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 42,205 | $52.8K | 0.00% | −46,457−52.4% | Reduced |
| Atticus Wealth Management, LLC | 55,000 | $68.8K | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 60,126 | $75.2K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 73,689 | $92.1K | 0.00% | +73,689 | New |
| GWM Advisors LLC | 80,942 | $101.2K | 0.00% | +43,942+118.8% | Added |
| Millennium Management LLC | 82,208 | $102.8K | 0.00% | +22,147+36.9% | Added |
| Leonteq Securities AG | 120,000 | $150.0K | 0.02% | 00.0% | Unchanged |
| State Street Corp | 261,170 | $326.5K | 0.00% | −5,212−2.0% | Reduced |
| Empowered Funds, LLC | 310,337 | $387.9K | 0.01% | +15,812+5.4% | Added |
| Bridgeway Capital Management, LLC | 670,337 | $837.9K | 0.02% | +15,812+2.4% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −124,698−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −42,829−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −21,575−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −12,475−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −819−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −231−100.0% | Sold out |