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, Q4 2023
Institutional positions in Bloom Energy Corp as of Dec 31, 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
- 300
- −10 vs. Q3 2023
- Shares held
- 173.7M
- +10.1M (+6.2%) vs. Q3 2023
- Total value
- $2.57B
- +$401.4M (+18.5%) vs. Q3 2023
- New holders
- 44
- 96 more added
- Sold out
- 54
- 100 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Bloom Energy Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 13 | $0 | 0.00% | +4+44.4% | Added |
| Tfo-TDC, LLC | 2 | $30 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 50 | $740 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 55 | $814 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 60 | $888 | 0.00% | −428−87.7% | Reduced |
| Planned Solutions, Inc. | 66 | $977 | 0.00% | +66 | New |
| ICA Group Wealth Management, LLC | 70 | $1.04K | 0.00% | +70 | New |
| Clearstead Advisors, LLC | 75 | $1.11K | 0.00% | −24,838−99.7% | Reduced |
| Principal Securities, Inc. | 98 | $1.45K | 0.00% | +98 | New |
| Blume Capital Management, Inc. | 100 | $1.48K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $1.48K | 0.00% | +100 | New |
| Glassman Wealth Services | 110 | $1.63K | 0.00% | −65−37.1% | Reduced |
| Tyler-Stone Wealth Management | 111 | $1.64K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 200 | $1.75K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 120 | $1.78K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 123 | $1.82K | 0.00% | −11−8.2% | Reduced |
| JFS Wealth Advisors, LLC | 125 | $1.85K | 0.00% | −127−50.4% | Reduced |
| Venturi Wealth Management, LLC | 140 | $2.07K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 142 | $2.10K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 147 | $2.18K | 0.00% | −44,172−99.7% | Reduced |
| Morton Brown Family Wealth, LLC | 150 | $2.22K | 0.00% | +150 | New |
| Spire Wealth Management | 200 | $2.28K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 165 | $2.44K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 170 | $2.52K | 0.00% | −9,980−98.3% | Reduced |
| EverSource Wealth Advisors, LLC | 174 | $2.58K | 0.00% | +100+135.1% | Added |
| US Bancorp | 201 | $2.98K | 0.00% | −1,268−86.3% | Reduced |
| Ronald Blue Trust, Inc. | 210 | $3.00K | 0.00% | +210 | New |
| Baystate Wealth Management LLC | 208 | $3.08K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 220 | $3.26K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 220 | $3.26K | 0.00% | +220 | New |
| Hexagon Capital Partners LLC | 224 | $3.32K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 230 | $3.40K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 259 | $3.83K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 275 | $4.07K | 0.00% | +40+17.0% | Added |
| Sunbelt Securities, Inc. | 280 | $4.14K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 293 | $4.34K | 0.00% | −7−2.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 345 | $5.11K | 0.00% | −11,655−97.1% | Reduced |
| Whittier Trust Co | 411 | $6.08K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 418 | $6.19K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 435 | $6.44K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 477 | $7.06K | 0.00% | −1−0.2% | Reduced |
| Ramirez Asset Management, Inc. | 500 | $7.40K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 838 | $9.49K | 0.00% | +838 | New |
| Eagle Bay Advisors LLC | 668 | $9.89K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 707 | $10.5K | 0.00% | +185+35.4% | Added |
| Allworth Financial LP | 748 | $11.1K | 0.00% | −602−44.6% | Reduced |
| National Bank of Canada | 800 | $11.8K | 0.00% | −300−27.3% | Reduced |
| Sachetta, LLC | 853 | $12.6K | 0.01% | +853 | New |
| Global X Japan Co., Ltd. | 880 | $13.0K | 0.01% | +880 | New |
| Salem Investment Counselors Inc | 1,000 | $14.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $14.8K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,090 | $16.1K | 0.02% | +1,090 | New |
| Boyd Watterson Asset Management LLC | 1,500 | $22.2K | 0.01% | −1,000−40.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,536 | $23.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,619 | $24.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,620 | $24.0K | 0.00% | +346+27.2% | Added |
| Nisa Investment Advisors, LLC | 1,775 | $26.3K | 0.00% | −1,705−49.0% | Reduced |
| Parallel Advisors, LLC | 1,864 | $27.6K | 0.00% | +9+0.5% | Added |
| STRS Ohio | 2,000 | $29.0K | 0.00% | −6,600−76.7% | Reduced |
| Millburn Ridgefield Corp | 2,010 | $29.7K | 0.00% | −461−18.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,952 | $43.7K | 0.00% | −867−22.7% | Reduced |
| Private Trust Co NA | 3,000 | $44.4K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 3,346 | $51.0K | 0.02% | −10,196−75.3% | Reduced |
| Quest Partners LLC | 3,449 | $51.0K | 0.01% | +3,449 | New |
| ORG Partners LLC | 3,550 | $52.5K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,800 | $56.2K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 4,000 | $59.2K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,480 | $66.3K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 4,686 | $69.4K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,824 | $71.4K | 0.00% | −16,653−77.5% | Reduced |
| GWM Advisors LLC | 5,241 | $77.6K | 0.00% | +5,000+2,074.7% | Added |
| The PNC Financial Services Group, Inc. | 5,885 | $87.1K | 0.00% | −46,203−88.7% | Reduced |
| EntryPoint Capital, LLC | 7,207 | $106.7K | 0.10% | +7,207 | New |
| Comerica Bank | 7,400 | $109.5K | 0.00% | −2,475−25.1% | Reduced |
| Aquatic Capital Management LLC | 7,900 | $117.0K | 0.00% | +7,900 | New |
| Smithfield Trust Co | 8,417 | $124.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8,486 | $125.0K | 0.00% | +1,777+26.5% | Added |
| Global Retirement Partners, LLC | 10,680 | $126.6K | 0.01% | −125−1.2% | Reduced |
| Itau Unibanco Holding S.A. | 9,116 | $134.9K | 0.00% | +3,158+53.0% | Added |
| Group One Trading, L.P. | 9,223 | $136.5K | 0.00% | +6,261+211.4% | Added |
| Fairman Group, LLC | 9,844 | $145.7K | 0.14% | +9,844 | New |
| Am Investment Strategies LLC | 10,000 | $148.0K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 10,006 | $148.0K | 0.05% | +1,000+11.1% | Added |
| Lincoln National Corp | 10,045 | $148.7K | 0.00% | −555−5.2% | Reduced |
| Metropolitan Life Insurance Co | 11,086 | $164.1K | 0.01% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 11,392 | $168.6K | 0.05% | +11,392 | New |
| Axq Capital, LP | 11,587 | $171.5K | 0.05% | +11,587 | New |
| Xponance, Inc. | 11,639 | $172.3K | 0.00% | +192+1.7% | Added |
| CI Private Wealth, LLC | 11,940 | $176.7K | 0.00% | −695−5.5% | Reduced |
| Patten Group, Inc. | 11,959 | $177.0K | 0.05% | −5,449−31.3% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 12,000 | $177.6K | 0.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 12,289 | $181.9K | 0.00% | +12,289 | New |
| Crossmark Global Holdings, Inc. | 12,834 | $190.0K | 0.00% | +1,985+18.3% | Added |
| Chilton Capital Management LLC | 13,000 | $192.4K | 0.01% | +5,500+73.3% | Added |
| Los Angeles Capital Management LLC | 13,016 | $192.6K | 0.00% | +288+2.3% | Added |
| NewEdge Wealth, LLC | 13,265 | $196.3K | 0.01% | +13,265 | New |
| Bridgefront Capital, LLC | 13,437 | $198.9K | 0.15% | +13,437 | New |
| SEI Investments Co | 13,766 | $203.7K | 0.00% | −195−1.4% | Reduced |
| Prudential Financial Inc | 13,810 | $204.4K | 0.00% | +388+2.9% | Added |
| Long Run Wealth Advisors, LLC | 14,575 | $215.7K | 0.06% | +14,575 | New |