Who owns Bloom Energy (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-Q2 13F filings (latest filed 2026-09-22). 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 2026-Q1 and 2026-Q2: 725 added or opened and 145 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, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes BE more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 1214 tracked filers holding BE, 760 increased or opened the position and 514 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 162
- Qube Research & Technologies Ltd$446M
- Life Cycle Investment Partners Ltd$182M
- Jain Global LLC$144M
- Heard Capital LLC$136M
- Avala Global LP$86M
- Catalyst Funds Management Pty Ltd$71M
Full exits 77
- Situational Awareness Partners LP$879M
- Handelsbanken Fonder AB$153M
- LORD, ABBETT & CO. LLC$121M
- Amundi$103M
- DekaBank Deutsche Girozentrale$84M
- BESSEMER GROUP INC$80M
Largest adds
- GOLDMAN SACHS GROUP INC$3.0B
- BlackRock, Inc.$2.6B
- AMERIPRISE FINANCIAL INC$2.4B
- VANGUARD PORTFOLIO MANAGEMENT LLC$2.1B
- VANGUARD CAPITAL MANAGEMENT LLC$2.1B
- JPMORGAN CHASE & CO$2.0B
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$200M
- WESTFIELD CAPITAL MANAGEMENT CO LP$158M
- ALLIANCEBERNSTEIN L.P.$121M
- Clearbridge Investments, LLC$105M
- AustralianSuper Pty Ltd$81M
- EMERALD ADVISERS, LLC$71M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 18,442,336 | $5.6B | 9.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 18,134,575 | $5.5B | 9.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 13,950,652 | $4.2B | 7.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 12,549,603 | $3.8B | 6.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 12,082,447 | $3.7B | 6.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 8,085,893 | $2.2B | 3.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 7,313,415 | $2.2B | 3.7% | 2026-Q2 |
| STATE STREET CORP trimmed | 6,315,431 | $1.9B | 3.2% | 2026-Q2 |
| Situational Awareness LP trimmed | 6,272,808 | $1.9B | 3.1% | 2026-Q2 |
| Value Aligned Research Advisors, LLC added | 5,585,179 | $1.7B | 2.8% | 2026-Q2 |
| Graticule Asia Macro Advisors LLC trimmed | 4,207,505 | $1.3B | 2.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 4,168,454 | $1.3B | 2.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 4,158,295 | $1.3B | 2.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,793,446 | $1.2B | 1.9% | 2026-Q2 |
| NORGES BANK trimmed | 3,297,042 | $998M | 1.7% | 2026-Q2 |
| SANDS CAPITAL MANAGEMENT, LLC added | 2,926,558 | $886M | 1.5% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 2,554,512 | $773M | 1.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 2,522,461 | $764M | 1.3% | 2026-Q2 |
| Capital World Investors added | 2,343,758 | $709M | 1.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 2,103,658 | $637M | 1.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 2,016,532 | $610M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,004,156 | $607M | 1.0% | 2026-Q2 |
| FMR LLC trimmed | 1,974,966 | $598M | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 1,905,234 | $577M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,817,975 | $550M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,699,164 | $514M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,655,371 | $501M | 0.8% | 2026-Q2 |
| MARSHALL WACE, LLP added | 1,618,954 | $490M | 0.8% | 2026-Q2 |
| Whale Rock Capital Management LLC trimmed | 1,608,305 | $487M | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,599,204 | $484M | 0.8% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,497,644 | $453M | 0.8% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 1,480,139 | $448M | 0.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,472,140 | $446M | 0.7% | 2026-Q2 |
| California Public Employees Retirement System added | 1,370,211 | $415M | 0.7% | 2026-Q2 |
| Hood River Capital Management LLC trimmed | 1,345,873 | $407M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,342,797 | $406M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,327,549 | $402M | 0.7% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,312,620 | $397M | 0.7% | 2026-Q2 |
| Elemental Capital Partners LLC trimmed | 1,013,406 | $307M | 0.5% | 2026-Q2 |
| Clear Street Group Inc. added | 996,971 | $302M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 979,231 | $296M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 887,288 | $269M | 0.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 880,527 | $267M | 0.4% | 2026-Q2 |
| Polar Capital Holdings Plc added | 861,299 | $261M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 831,215 | $252M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 819,441 | $248M | 0.4% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 813,372 | $246M | 0.4% | 2026-Q2 |
| Trivest Advisors Ltd trimmed | 788,400 | $239M | 0.4% | 2026-Q2 |
| Swiss National Bank added | 761,400 | $230M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 747,696 | $226M | 0.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 701,790 | $212M | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 675,700 | $205M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 653,756 | $198M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 650,353 | $197M | 0.3% | 2026-Q2 |
| Life Cycle Investment Partners Ltd new | 601,090 | $182M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 593,063 | $180M | 0.3% | 2026-Q2 |
| TORONTO DOMINION BANK added | 565,337 | $171M | 0.3% | 2026-Q2 |
| Artisan Partners Limited Partnership trimmed | 564,599 | $171M | 0.3% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 519,867 | $157M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 498,011 | $147M | 0.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 489,860 | $148M | 0.2% | 2026-Q2 |
| Jain Global LLC added | 475,196 | $144M | 0.2% | 2026-Q2 |
| Tidal Investments LLC added | 462,045 | $140M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 459,866 | $139M | 0.2% | 2026-Q2 |
| National Pension Service trimmed | 449,125 | $136M | 0.2% | 2026-Q2 |
| Heard Capital LLC new | 448,808 | $136M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 435,088 | $132M | 0.2% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 421,220 | $128M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 417,797 | $126M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 415,679 | $125M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 408,083 | $124M | 0.2% | 2026-Q2 |
| Driehaus Capital Management LLC trimmed | 390,259 | $118M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 374,002 | $113M | 0.2% | 2026-Q2 |
| TREMBLANT CAPITAL GROUP trimmed | 366,911 | $111M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 362,908 | $110M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 353,868 | $108M | 0.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 347,192 | $105M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 336,453 | $97M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 333,231 | $101M | 0.2% | 2026-Q2 |
| Robeco Schweiz AG added | 316,637 | $96M | 0.2% | 2026-Q2 |
| Chicago Capital, LLC added | 313,650 | $95M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 309,709 | $94M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 308,856 | $93M | 0.2% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 303,645 | $92M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 296,511 | $90M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 295,620 | $89M | 0.1% | 2026-Q2 |
| Marex Group Ltd added | 292,906 | $89M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 292,320 | $88M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 287,682 | $87M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 285,497 | $85M | 0.1% | 2026-Q2 |
| Avala Global LP new | 283,000 | $86M | 0.1% | 2026-Q2 |
| Stephens Investment Management Group LLC trimmed | 276,883 | $84M | 0.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 273,781 | $83M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 272,467 | $82M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 272,183 | $82M | 0.1% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 269,956 | $82M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 269,603 | $82M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 269,425 | $82M | 0.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 268,306 | $81M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 254,881 | $77M | 0.1% | 2026-Q2 |
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.