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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
22,850
shares
|
$239,925
0.0% of portfolio
|
Q2 2023
Added 47.75%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
22,591
shares
|
$237,205
0.0% of portfolio
|
Q3 2023
Reduced 39.34%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
22,398
shares
|
$235,179
0.01% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 31, 2025 Q2 2025 |
21,931
shares
|
$230,275
0.01% of portfolio
|
Q1 2024
Added 9.57%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
21,878
shares
|
$229,719
0.0% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
20,500
shares
|
$215,250
0.0% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
19,208
shares
|
$201,684
0.0% of portfolio
|
Q2 2023
Reduced 59.08%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
18,501
shares
|
$194,260
0.0% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
17,986
shares
|
$188,853
0.0% of portfolio
|
Q2 2025
Reduced 13.09%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
17,365
shares
|
$182,332
0.0% of portfolio
|
Q2 2025
Added 19.69%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
16,800
shares
|
$176,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
16,000
shares
|
$168,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
15,985
shares
|
$167,842
0.0% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
15,439
shares
|
$162,109
0.0% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
15,234
shares
|
$159,957
0.0% of portfolio
|
Q2 2025
Reduced 68.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
15,181
shares
|
$159,400
0.0% of portfolio
|
Q2 2025
Reduced 45.21%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
15,000
shares
|
$157,500
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
14,370
shares
|
$150,885
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
14,000
shares
|
$147,000
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
13,705
shares
|
$143,902
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
13,513
shares
|
$141,886
0.0% of portfolio
|
Q1 2025
Reduced 97.1%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
13,200
shares
|
$138,600
0.01% of portfolio
|
Q2 2023
Reduced 34.33%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
13,173
shares
|
$138,316
0.0% of portfolio
|
Q2 2025
Reduced 53.93%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
13,154
shares
|
$138,117
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
13,000
shares
|
$136,500
0.0% of portfolio
|
Q2 2023
New holding
|