ChargePoint Holdings, Inc. (CHPT) — Institutional Holders, Q2 2026 (page 2)
164 institutional investment managers reported a CHPT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $44.1M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 164. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CHPT 13F holders ranked 101–164 of 164
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Sterling Capital Management#101 · 85 sh | 85 | $502.00 | — | New |
| 102 | US BANCORP \DE\#102 · 82 sh | 82 | $485.00 | 0.00% | +32.3% |
| 103 | Steigerwald, Gordon & Koch#103 · 77 sh | 77 | $455.00 | 0.00% | 0.0% |
| 104 | Hartford Financial Management#104 · 75 sh | 75 | $444.00 | — | 0.0% |
| 105 | NATIONAL BANK OF CANADA#105 · 70 sh | 70 | $414.00 | 0.00% | +25.0% |
| 106 | Allworth Financial#106 · 67 sh | 67 | $396.00 | 0.00% | 0.0% |
| 107 | PNC FINANCIAL SERVICES GROUP#107 · 66 sh | 66 | $390.00 | 0.00% | 0.0% |
| 108 | Vermillion Wealth Management#108 · 65 sh | 65 | $384.00 | — | 0.0% |
| 109 | Plante Moran Financial Advisors#109 · 57 sh | 57 | $337.00 | 0.00% | 0.0% |
| 110 | FIFTH THIRD BANCORP#110 · 50 sh | 50 | $297.00 | 0.00% | -33.3% |
| 111 | Farther Finance Advisors#111 · 50 sh | 50 | $296.00 | — | -32.4% |
| 112 | HRT FINANCIAL#112 · 45,430 sh | 45,430 | $267.00 | 0.00% | -69.1% |
| 113 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#113 · 45 sh | 45 | $266.00 | — | 0.0% |
| 114 | Union Bankshares#114 · 43 sh | 43 | $255.00 | 0.00% | 0.0% |
| 115 | Basecamp Wealth Advisors#115 · 40 sh | 40 | $236.00 | 0.00% | 0.0% |
| 116 | Cassaday & Wealth Management#116 · 39 sh | 39 | $231.00 | — | -9.3% |
| 117 | NCP#117 · 37 sh | 37 | $219.00 | <0.01% | 0.0% |
| 118 | BFSG#118 · 35 sh | 35 | $207.00 | 0.00% | 0.0% |
| 119 | Larson Financial Group#119 · 34 sh | 34 | $201.00 | 0.00% | +17.2% |
| 120 | Westside Investment Management#120 · 30 sh | 30 | $177.00 | 0.00% | -30.2% |
| 121 | Eukles Asset Management#121 · 29 sh | 29 | $171.00 | <0.01% | 0.0% |
| 122 | AdvisorNet Financial#122 · 25 sh | 25 | $148.00 | — | 0.0% |
| 123 | Clearstead Advisors#123 · 25 sh | 25 | $148.00 | 0.00% | 0.0% |
| 124 | SALEM INVESTMENT COUNSELORS#124 · 23 sh | 23 | $136.00 | — | 0.0% |
| 125 | BROWN, LISLE/CUMMINGS#125 · 20 sh | 20 | $118.00 | — | 0.0% |
| 126 | Wilkerson Advisory Group#126 · 17 sh | 17 | $100.00 | — | 0.0% |
| 127 | CONSULTIVA WEALTH MANAGEMENT#127 · 15 sh | 15 | $89.00 | <0.01% | 0.0% |
| 128 | POM Investment Strategies#128 · 15 sh | 15 | $89.00 | — | New |
| 129 | Main Street Group, LTD#129 · 15 sh | 15 | $89.00 | 0.00% | 0.0% |
| 130 | Nvest Wealth Strategies#130 · 13 sh | 13 | $77.00 | — | 0.0% |
| 131 | VSM Wealth Advisory#131 · 12 sh | 12 | $71.00 | 0.00% | 0.0% |
| 132 | HighMark Wealth Management#132 · 11 sh | 11 | $65.00 | 0.00% | 0.0% |
| 133 | Cornerstone Planning Group#133 · 11 sh | 11 | $64.00 | — | 0.0% |
| 134 | VALLEY NATIONAL ADVISERS#134 · 10 sh | 10 | $60.00 | — | New |
| 135 | EverSource Wealth Advisors#135 · 10 sh | 10 | $59.00 | 0.00% | -41.2% |
| 136 | Pinnacle Wealth Planning Services#136 · 10 sh | 10 | $59.00 | 0.00% | 0.0% |
| 137 | SHP Wealth Management#137 · 10 sh | 10 | $59.00 | 0.00% | 0.0% |
| 138 | NBC SECURITIES#138 · 10 sh | 10 | $59.00 | — | 0.0% |
| 139 | Global Retirement Partners#139 · 9 sh | 9 | $53.00 | 0.00% | — |
| 140 | FOSTER DYKEMA CABOT & PARTNERS#140 · 9 sh | 9 | $53.00 | 0.00% | 0.0% |
| 141 | RMG Wealth Management#141 · 8 sh | 8 | $51.00 | — | New |
| 142 | SITTNER & NELSON#142 · 8 sh | 8 | $48.00 | 0.00% | 0.0% |
| 143 | Ronald Blue#143 · 6 sh | 6 | $35.00 | — | 0.0% |
| 144 | DT Investment Partners#144 · 5 sh | 5 | $30.00 | — | 0.0% |
| 145 | Hurley Capital#145 · 5 sh | 5 | $30.00 | 0.00% | 0.0% |
| 146 | Anchor Investment Management#146 · 5 sh | 5 | $30.00 | 0.00% | 0.0% |
| 147 | Quaker Wealth Management#147 · 5 sh | 5 | $30.00 | — | 0.0% |
| 148 | Leo H. Evart#148 · 5 sh | 5 | $30.00 | 0.00% | 0.0% |
| 149 | BARTLETT & WEALTH MANAGEMENT#149 · 5 sh | 5 | $30.00 | 0.00% | 0.0% |
| 150 | ACTION POINT FINANCIAL PLANNING#150 · 5 sh | 5 | $30.00 | 0.00% | New |
| 151 | NATIXIS#151 · 4 sh | 4 | $24.00 | 0.00% | 0.0% |
| 152 | Estabrook Capital Management#152 · 3 sh | 3 | $18.00 | 0.00% | 0.0% |
| 153 | Rossby Financial, LCC#153 · 3 sh | 3 | $18.00 | 0.00% | 0.0% |
| 154 | Signature Equity Partners#154 · 3 sh | 3 | $18.00 | 0.00% | 0.0% |
| 155 | Tidemark#155 · 2 sh | 2 | $12.00 | 0.00% | 0.0% |
| 156 | Mosley Wealth Management#156 · 2 sh | 2 | $12.00 | — | New |
| 157 | Planning Strategies#157 · 2 sh | 2 | $12.00 | — | — |
| 158 | Robinswood Financial#158 · 2 sh | 2 | $11.00 | — | -93.1% |
| 159 | CHELSEA COUNSEL#159 · 1 sh | 1 | $6.00 | 0.00% | New |
| 160 | Asset Dedication#160 · 1 sh | 1 | $6.00 | 0.00% | 0.0% |
| 161 | CREATIVE FINANCIAL DESIGNS#161 · 1 sh | 1 | $6.00 | 0.00% | 0.0% |
| 162 | TORONTO DOMINION BANK#162 · 1 sh | 1 | $6.00 | 0.00% | 0.0% |
| 163 | TSFG#163 · 50 sh | 50 | $0.00 | — | 0.0% |
| 164 | HAZLETT, BURT & WATSON#164 · 15 sh | 15 | $0.00 | 0.00% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.