Institutional Ownership Charge Point Holdings, Inc. (CHPT)
This table provides information about the institutional ownership of Charge Point Holdings, Inc. (CHPT). We have compiled data on the 305 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
420
shares
|
$4,410
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
400
shares
|
$4,200
0.0% of portfolio
|
Q2 2025
Reduced 76.12%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
385
shares
|
$4,042
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
350
shares
|
$3,675
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
350
shares
|
$3,675
0.0% of portfolio
|
Q4 2024
Reduced 18.6%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
334
shares
|
$3,507
0.0% of portfolio
|
Q3 2024
Reduced 98.56%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
318
shares
|
$3,339
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
311
shares
|
$3,265
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
310
shares
|
$3,255
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
300
shares
|
$3,150
0.0% of portfolio
|
Q1 2025
Reduced 80.17%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
300
shares
|
$3,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
300
shares
|
$3,150
0.0% of portfolio
|
Q1 2024
Reduced 47.74%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
300
shares
|
$3,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
275
shares
|
$2,887
0.0% of portfolio
|
Q2 2022
Reduced 51.75%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
261
shares
|
$2,740
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
260
shares
|
$2,730
0.0% of portfolio
|
Q3 2024
Reduced 45.26%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
228
shares
|
$2,394
0.0% of portfolio
|
Q3 2024
Reduced 28.97%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
224
shares
|
$2,352
0.0% of portfolio
|
Q2 2025
Reduced 46.28%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
200
shares
|
$2,100
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
200
shares
|
$2,100
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
200
shares
|
$2,100
0.0% of portfolio
|
Q2 2022
Reduced 38.46%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
195
shares
|
$2,047
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
195
shares
|
$2,047
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
191
shares
|
$2,005
0.0% of portfolio
|
Q3 2024
Reduced 30.29%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
166
shares
|
$1,743
0.0% of portfolio
|
Q4 2021
New holding
|