BE — BLOOM ENERGY CORP
Index member: S&P 500
As of Q2 2026, 53 SEC-registered investment managers reported holding BE (BLOOM ENERGY CORP) in their latest 13F filings, with a combined reported value of $32.56B across 109.25M shares. That is -17.2% by share count (-22.76M shares) versus the previous quarter, while reported value moved +142.1%. Ownership is concentrated: the five largest holders account for 61.1% of reported value and the top ten for 76.2%.
Compared with the prior quarter, 5 opened new positions, 19 added to existing stakes, 25 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BE is a constituent of the S&P 500 and is classified in the Energy sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Goldman Sachs Group history | Q2 2026 | 24.30M | $7.36B | 0.67% | Add |
| BlackRock Inc history | Q2 2026 | 18.44M | $5.58B | 0.09% | Reduce |
| Citadel Advisors history | Q2 2026 | 9.93M | $3.01B | 0.36% | Add |
| D. E. Shaw & Co history | Q2 2026 | 6.61M | $2.00B | 1.04% | Hold |
| Situational Awareness LP history | Q2 2026 | 6.42M | $1.94B | 9.60% | Reduce |
| Vanguard Group history | Q4 2025 | 20.85M | $1.81B | 0.03% | Hold |
| Wells Fargo & Co history | Q2 2026 | 4.05M | $1.23B | 0.21% | Reduce |
| Geode Capital Management history | Q2 2026 | 3.79M | $1.15B | 0.06% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 3.30M | $998.01M | 0.10% | Add |
| Millennium Management history | Q2 2026 | 2.71M | $821.21M | 0.32% | Add |
| Capital World Investors history | Q2 2026 | 2.34M | $709.46M | 0.09% | Add |
| Franklin Resources history | Q2 2026 | 2.10M | $636.78M | 0.15% | Reduce |
| Two Sigma Investments history | Q2 2026 | 2.04M | $618.24M | 0.48% | Reduce |
| UBS Group AG history | Q2 2026 | 1.98M | $600.18M | 0.08% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.97M | $597.82M | 0.03% | Reduce |
| Bank of America Corp history | Q2 2026 | 1.82M | $550.30M | 0.04% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 1.66M | $501.08M | 0.07% | Reduce |
| Marshall Wace history | Q2 2026 | 1.62M | $490.05M | 0.39% | Add |
| Whale Rock Capital Management history | Q2 2026 | 1.61M | $486.83M | 3.92% | Reduce |
| Northern Trust Corp history | Q2 2026 | 1.60M | $484.08M | 0.06% | Reduce |
New Positions (Q2 2026)
- Steadfast Capital Management 211.80K sh · $64.11M
- CDPQ (Caisse de Depot) 79.63K sh · $24.10M
- JPMorgan Chase & Co 33.50K sh · $9.21M
- Baron Funds 7.20K sh · $2.18M
- Baillie Gifford & Co 52 sh · $15.74K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 150.09K sh · $20.33M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 809.82K | 728.57K | 1.20M | 1.09M | 1.29M | 1.41M | 2.21M | 1.88M | 2.04M | 1.86M | 1.63M | 2.24M | 3.04M | 1.73M | 2.50M | 2.10M | 1.64M | 2.03M | 17.50M | 24.30M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 8.95M | 6.40M | 6.55M | 6.03M | 4.65M | 24.16M | 25.06M | 18.44M |
| Citadel Advisors | 2.47M | 1.06M | 1.57M | 5.00M | 5.00M | 17.50M | 1.08M | 19.50M | 28.50M | 25.00M | 1.32M | 1.48M | 1.77M | 3.78M | 6.14M | 21.50M | 8.10M | 9.02M | 7.41M | 9.93M |
| D. E. Shaw & Co | 426.80K | 751.50K | 243.92K | 135.05K | 1.23M | 487.17K | 265.90K | 84.00K | 294.30K | 705.40K | 900.40K | 401.80K | 499.70K | 5.64M | 5.64M | 44.76M | 18.36M | 18.36M | 6.60M | 6.61M |
| Situational Awareness LP | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 3.19M | 10.48M | 6.89M | 6.42M |
| Wells Fargo & Co | 2.65M | 128.00K | 203.00K | 53.00K | 53.00K | 53.00K | 53.00K | 53.00K | 58.00K | 58.00K | 58.00K | 58.00K | 58.00K | 58.00K | 58.00K | 58.00K | 327.00K | 3.63M | 4.20M | 4.05M |
| Geode Capital Management | 2.35M | 2.43M | 2.54M | 2.87M | 3.09M | 3.26M | 3.44M | 3.72M | 4.11M | 4.33M | 4.50M | 4.71M | 4.60M | 4.54M | 4.66M | 4.76M | 5.01M | 5.28M | 5.95M | 3.79M |
| Norges Bank Investment Management | — | — | — | — | — | 5.38M | — | — | — | 5.59M | — | 4.19M | — | 4.23M | — | 2.42M | — | 2.76M | — | 3.30M |
| Millennium Management | — | 119.52K | 884.21K | 589.57K | 87.37K | 860.69K | 400.64K | 146.43K | 1.33M | 124.68K | — | 1.50M | 10.35K | 20.31M | 6.81M | 355.49K | 3.00M | 409.13K | 462.76K | 2.71M |
| Capital World Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.63M | 1.71M | 1.75M | 1.84M | 2.34M |
| Franklin Resources | — | — | — | — | — | — | — | 43.04K | 42.84K | 42.98K | 67.65K | 77.34K | 125.60K | 135.64K | 148.40K | 163.57K | 3.56M | 1.88M | 2.76M | 2.10M |
| Two Sigma Investments | 1.19M | 2.28M | 1.62M | 527.57K | 2.17M | 1.57M | 2.10M | 2.80M | 3.70M | 1.95M | 2.51M | 3.14M | 2.27M | 2.00M | 5.50M | 5.50M | 24.00M | 27.03M | 27.03M | 2.04M |
| UBS Group AG | 717.49K | 755.41K | 671.58K | 522.62K | 452.59K | 635.73K | 629.32K | 6.00K | 750.71K | 665.28K | 537.66K | 1.01M | 1.23M | 5.77M | 1.14M | 3.88M | 8.11M | 1.59M | 2.04M | 1.98M |
| Fidelity Management & Research (FMR) | 3.80M | 5.80M | 451.07K | 451.20K | 453.61K | 254.00K | 742.60K | 1.31M | 3.52M | 1.90M | 112.50K | 187.56K | 133.78K | 45.31K | 25.04K | 1.77M | 2.42M | 2.12M | 2.75M | 1.97M |
| Bank of America Corp | 1.46M | 1.07M | 1.26M | 1.07M | 1.18M | 1.08M | 1.17M | 13.13M | 9.55M | 3.21M | 19.12M | 726.00K | 97.00K | 182.00K | 372.00K | 372.00K | 220.00K | 2.09M | 2.21M | 1.82M |
| Charles Schwab Investment Management | 1.00M | 1.04M | 1.06M | 1.15M | 1.35M | 1.41M | 1.41M | 1.47M | 1.58M | 1.60M | 1.64M | 1.69M | 1.64M | 1.65M | 1.62M | 1.75M | 1.79M | 1.84M | 2.07M | 1.66M |
| Marshall Wace | 113.32K | 1.12M | 983.45K | 1.03M | 890.74K | 865.12K | 596.88K | 319.89K | 323.89K | 214.06K | 392.67K | 510.31K | 383.06K | 508.24K | 1.44M | 28.79K | 275.68K | 141.19K | 1.03M | 1.62M |
| Whale Rock Capital Management | — | — | — | — | — | — | — | — | — | — | — | 2.45M | — | — | 3.95M | 2.03M | 4.68M | 1.34M | 1.65M | 1.61M |
| Northern Trust Corp | 1.54M | 1.58M | 1.53M | 1.64M | 1.72M | 1.76M | 1.79M | 1.85M | 1.92M | 1.99M | 1.93M | 1.89M | 1.87M | 1.86M | 1.92M | 1.86M | 1.93M | 2.04M | 2.23M | 1.60M |
| Invesco Ltd | 1.59M | 1.19M | 1.02M | 1.06M | 924.86K | 757.44K | 807.78K | 885.74K | 768.78K | 728.12K | 846.81K | 2.00M | 1.75M | 1.75M | 1.75M | 1.25M | 1.75M | 1.84M | 1.68M | 1.31M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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