Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in BE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 24.3M | $7.36B | +38.9% | 8.251% | 0.64% |
| 2 | JANE STREET GROUP, LLC | 21.5M | $6.50B | +50.2% | 7.293% | 0.54% |
| 3 | BlackRock, Inc. | 18.4M | $5.58B | -26.4% | 6.262% | 0.08% |
| 4 | AMERIPRISE FINANCIAL INC | 18.2M | $5.51B | -20.5% | 6.178% | 1.11% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14.9M | $4.50B | +30.8% | 5.052% | 0.35% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12.5M | $3.80B | -2.2% | 4.261% | 0.17% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 12.1M | $3.66B | +2.4% | 4.102% | 0.08% |
| 8 | CITADEL ADVISORS LLC | 9.9M | $3.01B | +34.0% | 3.372% | 0.17% |
| 9 | JPMORGAN CHASE & CO | 8.1M | $2.22B | +369.9% | 2.745% | 0.12% |
| 10 | MORGAN STANLEY | 7.3M | $2.21B | -4.3% | 2.483% | 0.12% |
| 11 | D. E. Shaw & Co., Inc. | 6.6M | $2.00B | +0.1% | 2.245% | 0.95% |
| 12 | Situational Awareness LP | 6.4M | $1.94B | -6.9% | 2.179% | 9.60% |
| 13 | STATE STREET CORP | 6.3M | $1.91B | -2.4% | 2.144% | 0.03% |
| 14 | Value Aligned Research Advisors, LLC | 5.6M | $1.70B | +22.1% | 1.908% | 4.24% |
| 15 | Graticule Asia Macro Advisors LLC | 4.2M | $1.27B | -7.4% | 1.429% | 95.51% |
| 16 | WELLS FARGO & COMPANY/MN | 4.1M | $1.23B | +54.9% | 1.375% | 0.20% |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | 3.8M | $1.15B | -36.2% | 1.288% | 0.06% |
| 18 | NORGES BANK | 3.3M | $998.0M | — | 1.119% | 0.10% |
| 19 | SANDS CAPITAL MANAGEMENT, LLC | 2.9M | $885.9M | +64.5% | 0.994% | 3.29% |
| 20 | MILLENNIUM MANAGEMENT LLC | 2.7M | $821.2M | +486.3% | 0.921% | 0.30% |
| 21 | JENNISON ASSOCIATES LLC | 2.6M | $773.3M | -4.9% | 0.867% | 0.46% |
| 22 | Capital World Investors | 2.3M | $709.5M | +27.5% | 0.796% | 0.08% |
| 23 | FRANKLIN RESOURCES INC | 2.1M | $636.8M | -23.7% | 0.714% | 0.14% |
| 24 | TWO SIGMA INVESTMENTS, LP | 2.0M | $618.2M | -43.4% | 0.694% | 0.45% |
| 25 | UBS Group AG | 2.0M | $600.2M | -2.9% | 0.673% | 0.08% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BE — a direct measure of their conviction.
Filings activity in BE during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,294 | +31% | 100.03% | 1.89 pp | $86.58B | +126% |
| Q1 2026 | 985 | +24% | 101.92% | +1.94 pp | $38.31B | +63% |
| Q4 2025 | 792 | +31% | 99.98% | 11.65 pp | $23.45B | +8.1% |
| Q3 2025 | 604 | +59% | 111.63% | +21.58 pp | $21.68B | +341% |
| Q2 2025 | 380 | +5.3% | 90.05% | +3.14 pp | $4.92B | +20% |
| Q1 2025 | 361 | +1.4% | 86.91% | +4.11 pp | $4.10B | 0.3% |
| Q4 2024 | 356 | +18% | 82.80% | +3.77 pp | $4.11B | +125% |
| Q3 2024 | 302 | — | 79.03% | — | $1.83B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BE stock.
Based on Q2 2026 13F filings, institutional ownership of Bloom Energy Corporation stands at 100.0%, held across 1,294 reporting institutions.
GOLDMAN SACHS GROUP INC is the largest reported institutional holder of BE, with approximately 24,301,152 shares worth $7.36B as of Q2 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of BE, including JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for BE is 75 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
365 institutions opened new positions in BE during Q2 2026, while 77 fully exited. 798 added to existing positions and 89 trimmed.
BE institutional ownership fell by 1.89 percentage points quarter-over-quarter, with a net change of +309 holders.
The top 10 institutions account for 51.2% of all reported 13F value in BE, and the top 25 account for 71.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.