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 |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
4,002
shares
|
$42,021
0.0% of portfolio
|
Q1 2024
Reduced 55.54%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
3,801
shares
|
$39,910
0.0% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
3,800
shares
|
$39,900
0.0% of portfolio
|
Q3 2024
Added 375.0%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,250
shares
|
$34,125
0.0% of portfolio
|
Q2 2025
Reduced 19.21%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
3,082
shares
|
$32,361
0.0% of portfolio
|
Q2 2025
Reduced 44.11%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,585
shares
|
$27,142
0.0% of portfolio
|
Q2 2025
Reduced 26.31%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
2,000
shares
|
$21,000
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,000
shares
|
$21,000
0.0% of portfolio
|
Q3 2023
Reduced 55.56%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,000
shares
|
$21,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,000
shares
|
$21,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
2,000
shares
|
$21,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,943
shares
|
$20,401
0.0% of portfolio
|
Q2 2025
Reduced 99.22%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,770
shares
|
$18,585
0.0% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,717
shares
|
$18,028
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,643
shares
|
$17,251
0.0% of portfolio
|
Q2 2025
Added 20.99%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
1,500
shares
|
$15,750
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,300
shares
|
$13,650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,291
shares
|
$13,555
0.0% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,142
shares
|
$11,991
0.0% of portfolio
|
Q3 2023
Reduced 69.97%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,100
shares
|
$11,550
0.0% of portfolio
|
Q4 2023
Reduced 31.25%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,063
shares
|
$11,161
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,050
shares
|
$11,025
0.0% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,000
shares
|
$10,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$10,500
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,000
shares
|
$10,500
0.0% of portfolio
|
Q1 2025
New holding
|