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 2024
Institutional positions in CBAK Energy Technology Ltd as of Dec 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
- −3 vs. Q3 2024
- Shares held
- 1.86M
- −219.9K (−10.6%) vs. Q3 2024
- Total value
- $1.74M
- −$850.1K (−32.8%) vs. Q3 2024
- New holders
- 9
- 4 more added
- Sold out
- 12
- 5 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding CBAK Energy Technology Ltd; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sachetta, LLC | 10 | $10 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 100 | $94 | 0.00% | +100 | New |
| Global Wealth Strategies & Associates | 120 | $113 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 900 | $846 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,119 | $1.99K | 0.00% | −100−4.5% | Reduced |
| Citigroup Inc | 5,191 | $4.88K | 0.00% | +5,191 | New |
| SBI Securities Co., Ltd. | 6,866 | $6.45K | 0.00% | +6,866 | New |
| Susquehanna International Group, LLP | 10,067 | $9.46K | 0.00% | −32,138−76.1% | Reduced |
| Tower Research Capital LLC (TRC) | 10,197 | $9.59K | 0.00% | +10,197 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,250 | $9.63K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 10,674 | $10.0K | 0.00% | −10,514−49.6% | Reduced |
| National Asset Management, Inc. | 12,200 | $11.5K | 0.00% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 14,964 | $14.1K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 16,395 | $15.0K | 0.00% | +16,395 | New |
| Morgan Stanley | 16,414 | $15.4K | 0.00% | 00.0% | Unchanged |
| Old Mission Capital LLC | 17,006 | $16.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 18,739 | $17.6K | 0.00% | +18,739 | New |
| Ameriprise Financial Inc | 20,000 | $18.8K | 0.00% | +20,000 | New |
| Azzad Asset Management Inc | 36,312 | $34.1K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 37,000 | $34.8K | 0.00% | −43,942−54.3% | Reduced |
| James Investment Research Inc | 37,000 | $34.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 37,175 | $34.9K | 0.00% | +12,615+51.4% | Added |
| UBS Group AG | 44,995 | $42.3K | 0.00% | +44,995 | New |
| Atticus Wealth Management, LLC | 47,650 | $44.8K | 0.01% | −7,350−13.4% | Reduced |
| Geode Capital Management, LLC | 60,126 | $56.5K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 102,300 | $96.2K | 0.00% | +102,300 | New |
| State Street Corp | 266,576 | $250.6K | 0.00% | +5,406+2.1% | Added |
| Empowered Funds, LLC | 327,125 | $307.5K | 0.00% | +16,788+5.4% | Added |
| Bridgeway Capital Management, LLC | 687,125 | $645.9K | 0.01% | +16,788+2.5% | Added |
| Leonteq Securities AG | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −82,208−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −73,689−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −36,400−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −35,250−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −19,914−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −9,050−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,594−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −250−100.0% | Sold out |