Who owns BE (BE)
Which tracked institutional funds hold BE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BE is one-sided between 2025-Q4 and 2026-Q1: 513 added or opened and 121 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BE’s largest tracked holder by dollar value, AMERIPRISE FINANCIAL INC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 979 tracked filers holding BE, 625 increased or opened the position and 376 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 124
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B
- VANGUARD CAPITAL MANAGEMENT LLC$1.6B
- Situational Awareness Partners LP$879M
- SANDS CAPITAL MANAGEMENT, LLC$241M
- VANGUARD FIDUCIARY TRUST CO$240M
- AustralianSuper Pty Ltd$98M
Full exits 63
- VANGUARD GROUP INC$1.8B
- TWO SIGMA ADVISERS, LP$114M
- SIMPLEX TRADING, LLC$26M
- PUBLIC SECTOR PENSION INVESTMENT BOARD$24M
- Altimeter Capital Management, LP$23M
- Verition Fund Management LLC$16M
Largest adds
- GOLDMAN SACHS GROUP INC$1.1B
- BlackRock, Inc.$930M
- AMERIPRISE FINANCIAL INC$612M
- JENNISON ASSOCIATES LLC$363M
- STATE STREET CORP$353M
- GEODE CAPITAL MANAGEMENT, LLC$349M
Largest trims
- D. E. Shaw & Co., Inc.$194M
- Amundi$171M
- NORGES BANK$111M
- Duquesne Family Office LLC$46M
- CITADEL ADVISORS LLC$33M
- SG Americas Securities, LLC$33M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC trimmed | 22,889,027 | $3.1B | 10.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 22,358,909 | $3.0B | 9.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 12,829,781 | $1.7B | 5.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 11,796,818 | $1.6B | 5.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 9,120,513 | $1.2B | 4.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 7,644,234 | $1.0B | 3.4% | 2026-Q1 |
| Situational Awareness Partners LP new | 6,485,408 | $879M | 2.9% | 2026-Q1 |
| Situational Awareness LP trimmed | 6,485,408 | $879M | 2.9% | 2026-Q1 |
| STATE STREET CORP added | 6,473,617 | $877M | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,947,076 | $811M | 2.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 4,922,291 | $667M | 2.2% | 2026-Q1 |
| Value Aligned Research Advisors, LLC added | 4,584,731 | $621M | 2.0% | 2026-Q1 |
| Graticule Asia Macro Advisors LLC trimmed | 4,543,205 | $616M | 2.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 4,209,457 | $570M | 1.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 3,547,838 | $481M | 1.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 2,756,004 | $373M | 1.2% | 2026-Q1 |
| FMR LLC added | 2,716,770 | $368M | 1.2% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 2,687,029 | $364M | 1.2% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 2,299,320 | $312M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,229,887 | $302M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,211,880 | $300M | 1.0% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,166,049 | $293M | 1.0% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,073,606 | $281M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,065,526 | $280M | 0.9% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,923,353 | $261M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 1,906,671 | $258M | 0.8% | 2026-Q1 |
| Capital World Investors added | 1,838,834 | $249M | 0.8% | 2026-Q1 |
| SANDS CAPITAL MANAGEMENT, LLC new | 1,779,038 | $241M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,768,560 | $240M | 0.8% | 2026-Q1 |
| Whale Rock Capital Management LLC added | 1,653,788 | $224M | 0.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,605,377 | $218M | 0.7% | 2026-Q1 |
| Hood River Capital Management LLC added | 1,576,258 | $214M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,720,723 | $206M | 0.7% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,452,961 | $197M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,380,367 | $187M | 0.6% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 1,377,248 | $187M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,353,938 | $183M | 0.6% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,922,243 | $167M | 0.5% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 1,191,572 | $161M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,176,848 | $157M | 0.5% | 2026-Q1 |
| Handelsbanken Fonder AB trimmed | 1,127,149 | $153M | 0.5% | 2026-Q1 |
| Elemental Capital Partners LLC trimmed | 1,107,420 | $150M | 0.5% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,100,997 | $149M | 0.5% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,031,636 | $140M | 0.5% | 2026-Q1 |
| Trivest Advisors Ltd trimmed | 980,000 | $133M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 970,228 | $131M | 0.4% | 2026-Q1 |
| NORGES BANK added | 6,529,553 | $128M | 0.4% | 2026-Q1 |
| LORD, ABBETT & CO. LLC added | 889,918 | $121M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 877,880 | $119M | 0.4% | 2026-Q1 |
| Driehaus Capital Management LLC added | 849,801 | $115M | 0.4% | 2026-Q1 |
| Polar Capital Holdings Plc trimmed | 764,863 | $104M | 0.3% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 764,325 | $104M | 0.3% | 2026-Q1 |
| Amundi trimmed | 759,960 | $103M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 744,414 | $101M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 739,239 | $100M | 0.3% | 2026-Q1 |
| AustralianSuper Pty Ltd new | 722,169 | $98M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 678,391 | $92M | 0.3% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 670,985 | $91M | 0.3% | 2026-Q1 |
| Clear Street Group Inc. added | 667,984 | $91M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 659,400 | $89M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 648,596 | $88M | 0.3% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 643,397 | $84M | 0.3% | 2026-Q1 |
| Artisan Partners Limited Partnership added | 605,477 | $82M | 0.3% | 2026-Q1 |
| BESSEMER GROUP INC added | 587,947 | $80M | 0.3% | 2026-Q1 |
| TREMBLANT CAPITAL GROUP added | 545,184 | $74M | 0.2% | 2026-Q1 |
| EMERALD ADVISERS, LLC trimmed | 541,787 | $73M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 535,900 | $73M | 0.2% | 2026-Q1 |
| TORONTO DOMINION BANK added | 528,523 | $72M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 517,286 | $70M | 0.2% | 2026-Q1 |
| Stephens Investment Management Group LLC trimmed | 497,450 | $67M | 0.2% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 490,436 | $66M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 483,248 | $65M | 0.2% | 2026-Q1 |
| National Pension Service added | 482,644 | $65M | 0.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 459,266 | $62M | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 454,532 | $60M | 0.2% | 2026-Q1 |
| Champlain Investment Partners, LLC added | 424,657 | $58M | 0.2% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 424,377 | $57M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 423,697 | $57M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 403,159 | $55M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 406,537 | $54M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 398,582 | $54M | 0.2% | 2026-Q1 |
| Artemis Investment Management LLP trimmed | 395,058 | $54M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 387,161 | $52M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 384,815 | $52M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 380,715 | $52M | 0.2% | 2026-Q1 |
| Holocene Advisors, LP added | 380,000 | $51M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 365,975 | $50M | 0.2% | 2026-Q1 |
| Temasek Holdings (Private) Ltd added | 359,354 | $49M | 0.2% | 2026-Q1 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 352,178 | $48M | 0.2% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 348,457 | $47M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 329,230 | $45M | 0.1% | 2026-Q1 |
| Man Group plc added | 327,291 | $44M | 0.1% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 321,266 | $44M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 318,274 | $43M | 0.1% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 317,721 | $43M | 0.1% | 2026-Q1 |
| Chicago Capital, LLC trimmed | 312,771 | $42M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 310,859 | $42M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 20,555,956 | $1.8B | 5.8% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 1,312,634 | $114M | 0.4% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 559,428 | $47M | 0.2% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.