Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CBAT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 787K | $651K | +3.9% | 0.888% | 0.01% |
| 2 | Empowered Funds, LLC | 502K | $415K | +6.3% | 0.566% | 0.00% |
| 3 | Squarepoint Ops LLC | 121K | $100K | -4.5% | 0.136% | 0.00% |
| 4 | GWM Advisors LLC | 53K | $53K | 0.0% | 0.059% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 53K | $44K | 0.0% | 0.060% | 0.00% |
| 6 | JAMES INVESTMENT RESEARCH INC | 53K | $43K | 0.0% | 0.059% | 0.00% |
| 7 | JANE STREET GROUP, LLC | 39K | $33K | +111.7% | 0.044% | 0.00% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 38K | $31K | -68.8% | 0.043% | 0.00% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27K | $22K | -89.4% | 0.031% | 0.00% |
| 10 | UBS Group AG | 24K | $20K | +874.4% | 0.028% | 0.00% |
| 11 | INTL FCSTONE INC. | 22K | $18K | +9.2% | 0.025% | 0.00% |
| 12 | AZZAD ASSET MANAGEMENT INC /ADV | 20K | $17K | 0.0% | 0.023% | 0.00% |
| 13 | AMERIPRISE FINANCIAL INC | 20K | $17K | 0.0% | 0.023% | 0.00% |
| 14 | XTX Topco Ltd | 18K | $15K | -48.9% | 0.020% | 0.00% |
| 15 | BCJ Capital Management, LLC | 15K | $12K | 0.0% | 0.017% | 0.00% |
| 16 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | 10K | $8K | 0.0% | 0.012% | 0.00% |
| 17 | GROUP ONE TRADING, L.P. | 10K | $8K | -3.7% | 0.011% | 0.00% |
| 18 | CITIGROUP INC | 5K | $5K | -25.1% | 0.006% | 0.00% |
| 19 | SBI Securities Co., Ltd. | 5K | $4K | 0.0% | 0.006% | 0.00% |
| 20 | HARBOUR INVESTMENTS, INC. | 2K | $2K | — | 0.002% | 0.00% |
| 21 | JONES FINANCIAL COMPANIES LLLP | 2K | $2K | 0.0% | 0.002% | 0.00% |
| 22 | ADVISOR GROUP HOLDINGS, INC. | 900 | $747 | 0.0% | 0.001% | 0.00% |
| 23 | Ancora Advisors, LLC | 760 | $629 | 0.0% | 0.001% | 0.00% |
| 24 | SIMPLEX TRADING, LLC | 704 | $582 | -63.1% | 0.001% | 0.00% |
| 25 | NATIONAL BANK OF CANADA /FI/ | 300 | $247 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CBAT — a direct measure of their conviction.
Filings activity in CBAT during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CBAT position in Q1 2026
Institutions that fully closed their CBAT position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 28 | 6.7% | 2.46% | 0.39 pp | $2M | 14% |
| Q4 2025 | 30 | +15% | 2.85% | 0.51 pp | $2M | 15% |
| Q3 2025 | 26 | 10% | 3.36% | 0.31 pp | $2M | 8.4% |
| Q2 2025 | 29 | +16% | 3.67% | +1.24 pp | $2M | +51% |
| Q1 2025 | 25 | 17% | 2.43% | 0.47 pp | $2M | 16% |
| Q4 2024 | 30 | +0.0% | 2.90% | 1.01 pp | $2M | 26% |
| Q3 2024 | 30 | 3.2% | 3.91% | 0.27 pp | $2M | 6.3% |
| Q2 2024 | 31 | — | 4.18% | — | $3M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CBAT stock.
Based on Q1 2026 13F filings, institutional ownership of CBAK Energy Technology, Inc. stands at 2.5%, held across 28 reporting institutions.
BRIDGEWAY CAPITAL MANAGEMENT, LLC is the largest reported institutional holder of CBAT, with approximately 786,807 shares worth $0.00B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of CBAT, including JANE STREET GROUP, LLC, RENAISSANCE TECHNOLOGIES LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for CBAT is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
2 institutions opened new positions in CBAT during Q1 2026, while 4 fully exited. 6 added to existing positions and 19 trimmed.
CBAT institutional ownership fell by 0.39 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 92.8% of all reported 13F value in CBAT, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
CBAK Energy Technology, Inc. (CBAT) Institutional Ownership