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 2025
Institutional positions in CBAK Energy Technology Ltd as of Mar 31, 2025. 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
- −4 vs. Q4 2024
- Shares held
- 1.87M
- +17.1K (+0.9%) vs. Q4 2024
- Total value
- $1.49M
- −$251.0K (−14.4%) vs. Q4 2024
- New holders
- 4
- 7 more added
- Sold out
- 8
- 6 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding CBAK Energy Technology Ltd; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sachetta, LLC | 10 | $8 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 900 | $717 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,224 | $1.78K | 0.00% | +105+5.0% | Added |
| Royal Bank of Canada | 4,484 | $4.00K | 0.00% | +4,484 | New |
| SBI Securities Co., Ltd. | 6,861 | $5.47K | 0.00% | −5−0.1% | Reduced |
| Simplex Trading, LLC | 7,821 | $6.00K | 0.00% | −2,853−26.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,250 | $8.17K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,200 | $9.72K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 14,059 | $11.2K | 0.00% | −4,680−25.0% | Reduced |
| BCJ Capital Management, LLC | 14,964 | $11.9K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 16,514 | $13.2K | 0.00% | +100+0.6% | Added |
| Ameriprise Financial Inc | 19,999 | $15.9K | 0.00% | −10.0% | Reduced |
| Azzad Asset Management Inc | 24,312 | $19.4K | 0.00% | −12,000−33.0% | Reduced |
| Larson Financial Group LLC | 25,000 | $19.9K | 0.00% | +25,000 | New |
| Group One Trading, L.P. | 26,342 | $21.0K | 0.00% | −10,833−29.1% | Reduced |
| Virtu Financial LLC | 28,963 | $23.0K | 0.00% | +28,963 | New |
| XTX Topco Ltd | 34,119 | $27.2K | 0.00% | +34,119 | New |
| James Investment Research Inc | 37,000 | $29.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 37,000 | $29.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 50,104 | $39.9K | 0.00% | +5,109+11.4% | Added |
| Geode Capital Management, LLC | 60,126 | $47.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 93,249 | $74.3K | 0.00% | +83,182+826.3% | Added |
| State Street Corp | 275,093 | $219.3K | 0.00% | +8,517+3.2% | Added |
| Empowered Funds, LLC | 355,536 | $283.4K | 0.00% | +28,411+8.7% | Added |
| Bridgeway Capital Management, LLC | 715,536 | $570.4K | 0.01% | +28,411+4.1% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −102,300−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −47,650−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −17,006−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −16,395−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −10,197−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −5,191−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −100−100.0% | Sold out |