Bloom Energy Corp
BE- Exchange
- NYSE
- Industry
- Electrical Industrial Apparatus
- SEC CIK
- 0001664703
In the last 90 days, Bloom Energy Corp insiders filed 0 open-market purchases and 11 sales; 1,286 institutions reported holding it in 13F filings for Q2 2026, worth $69.6B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Bloom Energy Corp as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 312
- +5 vs. Q2 2023
- Shares held
- 163.7M
- +6.79M (+4.3%) vs. Q2 2023
- Total value
- $2.17B
- −$400.2M (−15.6%) vs. Q2 2023
- New holders
- 42
- 116 more added
- Sold out
- 37
- 76 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,286 | $69.6B |
| Q1 2026 | 985 | $32.5B |
| Q4 2025 | 799 | $19.9B |
| Q3 2025 | 600 | $18.5B |
| Q2 2025 | 386 | $4.99B |
| Q1 2025 | 369 | $4.07B |
| Q4 2024 | 370 | $4.22B |
| Q3 2024 | 316 | $1.94B |
| Q2 2024 | 315 | $2.33B |
| Q1 2024 | 291 | $1.95B |
| Q4 2023 | 300 | $2.57B |
| Q3 2023 | 312 | $2.17B |
| Q2 2023 | 308 | $2.57B |
| Q1 2023 | 336 | $2.81B |
| Q4 2022 | 328 | $2.60B |
| Q3 2022 | 309 | $2.76B |
| Q2 2022 | 292 | $1.98B |
| Q1 2022 | 301 | $2.77B |
| Q4 2021 | 300 | $2.55B |
| Q3 2021 | 273 | $2.00B |
| Q2 2021 | 286 | $2.80B |
| Q1 2021 | 282 | $2.57B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Bloom Energy Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | −2−18.2% | Reduced |
| Tfo-TDC, LLC | 2 | $33 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 5 | $66 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 8 | $106 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 33 | $438 | 0.00% | 00.0% | Unchanged |
| Advent Capital Management | 35 | $464 | 0.00% | +35 | New |
| LGT Financial Advisors LLC | 35 | $464 | 0.00% | +35 | New |
| Washington Trust Co | 38 | $504 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 40 | $530 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 50 | $663 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 55 | $729 | 0.00% | +20+57.1% | Added |
| EverSource Wealth Advisors, LLC | 74 | $981 | 0.00% | +74 | New |
| Tyler-Stone Wealth Management | 111 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | +40 | New |
| Blume Capital Management, Inc. | 100 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 110 | $1.46K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 120 | $1.59K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 134 | $1.78K | 0.00% | +134 | New |
| Venturi Wealth Management, LLC | 140 | $1.86K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 142 | $1.88K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 165 | $2.19K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 175 | $2.32K | 0.00% | +65+59.1% | Added |
| Adirondack Trust Co | 200 | $2.65K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $2.65K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 208 | $2.76K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 220 | $2.92K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 224 | $2.97K | 0.00% | −4−1.8% | Reduced |
| Geneos Wealth Management Inc. | 230 | $3.05K | 0.00% | +100+76.9% | Added |
| Caldwell Sutter Capital, Inc. | 235 | $3.12K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 241 | $3.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 252 | $3.34K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 256 | $3.40K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 259 | $3.43K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 280 | $3.71K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $3.98K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 401 | $5.00K | 0.00% | +401 | New |
| Whittier Trust Co | 411 | $5.45K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 418 | $5.54K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 435 | $5.77K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 478 | $6.34K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 488 | $6.47K | 0.00% | +117+31.5% | Added |
| Ramirez Asset Management, Inc. | 500 | $6.63K | 0.00% | +500 | New |
| Farther Finance Advisors, LLC | 522 | $6.92K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 458 | $7.49K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 591 | $7.84K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 606 | $8.00K | 0.00% | −7,561−92.6% | Reduced |
| Eagle Bay Advisors LLC | 668 | $8.86K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 768 | $10.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,000 | $13.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $13.3K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,000 | $13.3K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,100 | $13.3K | 0.00% | +46+4.4% | Added |
| West Michigan Advisors, LLC | 1,100 | $14.6K | 0.01% | +1,100 | New |
| Quarry LP | 1,238 | $16.4K | 0.01% | +1,238 | New |
| CWM, LLC | 1,274 | $17.0K | 0.00% | −29−2.2% | Reduced |
| Allworth Financial LP | 1,350 | $17.9K | 0.00% | +50+3.8% | Added |
| US Bancorp | 1,469 | $19.5K | 0.00% | −215−12.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,536 | $20.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,619 | $21.5K | 0.00% | +1,000+161.6% | Added |
| Bartlett & Co. LLC | 1,750 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,750 | $23.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,855 | $24.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,948 | $25.8K | 0.00% | −5,563−74.1% | Reduced |
| Catalyst Capital Advisors LLC | 2,471 | $32.8K | 0.00% | +540+28.0% | Added |
| Millburn Ridgefield Corp | 2,471 | $32.8K | 0.00% | +2,471 | New |
| Boyd Watterson Asset Management LLC | 2,500 | $33.1K | 0.01% | −15,000−85.7% | Reduced |
| Group One Trading, L.P. | 2,962 | $39.3K | 0.00% | +2,962 | New |
| Private Trust Co NA | 3,000 | $39.8K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,480 | $46.1K | 0.00% | +1,680+93.3% | Added |
| ORG Partners LLC | 3,550 | $47.1K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,800 | $50.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,819 | $50.6K | 0.00% | +2,131+126.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 4,000 | $53.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,480 | $59.4K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 4,686 | $62.1K | 0.01% | 00.0% | Unchanged |
| Sandia Investment Management LP | 5,000 | $66.3K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 5,958 | $79.0K | 0.00% | −24−0.4% | Reduced |
| Lazard Asset Management LLC | 6,709 | $88.0K | 0.00% | +4,482+201.3% | Added |
| Chilton Capital Management LLC | 7,500 | $99.5K | 0.01% | −500−6.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,687 | $101.9K | 0.00% | +1,117+17.0% | Added |
| Smithfield Trust Co | 8,417 | $112.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 8,600 | $114.0K | 0.00% | −2,200−20.4% | Reduced |
| TSFG, LLC | 9,006 | $119.0K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,805 | $123.0K | 0.01% | +40+0.4% | Added |
| Crossmark Global Holdings, Inc. | 10,849 | $124.0K | 0.00% | +481+4.6% | Added |
| Comerica Bank | 9,875 | $130.9K | 0.00% | −154−1.5% | Reduced |
| Am Investment Strategies LLC | 10,000 | $133.0K | 0.04% | +10,000 | New |
| Harbour Investments, Inc. | 10,150 | $134.6K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 10,600 | $140.6K | 0.00% | +555+5.5% | Added |
| Graham Capital Management, L.P. | 10,702 | $141.9K | 0.00% | +10,702 | New |
| Lido Advisors, LLC | 10,793 | $143.1K | 0.00% | +355+3.4% | Added |
| Envestnet Asset Management Inc | 10,977 | $145.6K | 0.00% | +10,977 | New |
| Metropolitan Life Insurance Co | 11,086 | $147.0K | 0.01% | +558+5.3% | Added |
| Caption Management, LLC | 11,400 | $151.2K | 0.02% | +11,400 | New |
| Xponance, Inc. | 11,447 | $151.8K | 0.00% | +85+0.7% | Added |
| Federation des caisses Desjardins du Quebec | 12,000 | $159.1K | 0.00% | −240−2.0% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 12,000 | $159.1K | 0.02% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 12,033 | $159.6K | 0.09% | −61−0.5% | Reduced |
| CI Private Wealth, LLC | 12,635 | $167.5K | 0.00% | −58−0.5% | Reduced |
| Los Angeles Capital Management LLC | 12,728 | $168.8K | 0.00% | −14,177−52.7% | Reduced |