Ranked by reported Q1 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 | BlackRock, Inc. | 25.1M | $3.40B | +3.7% | 10.424% | 0.06% |
| 2 | AMERIPRISE FINANCIAL INC | 22.9M | $3.10B | -21.7% | 9.521% | 0.72% |
| 3 | GOLDMAN SACHS GROUP INC | 17.5M | $2.37B | +763.7% | 7.279% | 0.27% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12.8M | $1.74B | β | 5.337% | 0.09% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 11.8M | $1.60B | β | 4.907% | 0.04% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.4M | $1.54B | -16.6% | 4.731% | 0.17% |
| 7 | MORGAN STANLEY | 7.6M | $1.04B | -18.3% | 3.180% | 0.06% |
| 8 | STATE STREET CORP | 6.5M | $877.1M | +7.3% | 2.693% | 0.03% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 5.9M | $810.6M | +12.7% | 2.474% | 0.05% |
| 10 | Value Aligned Research Advisors, LLC | 4.6M | $623.5M | +31.7% | 1.914% | 3.06% |
| 11 | Graticule Asia Macro Advisors LLC | 4.5M | $615.6M | -4.5% | 1.890% | 94.89% |
| 12 | TWO SIGMA INVESTMENTS, LP | 3.6M | $488.7M | +85.0% | 1.500% | 0.40% |
| 13 | FRANKLIN RESOURCES INC | 2.8M | $373.4M | +46.6% | 1.146% | 0.09% |
| 14 | FMR LLC | 2.8M | $372.8M | +29.5% | 1.144% | 0.02% |
| 15 | JENNISON ASSOCIATES LLC | 2.7M | $364.1M | +20074.4% | 1.118% | 0.25% |
| 16 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.3M | $311.5M | -16.2% | 0.956% | 1.05% |
| 17 | NORTHERN TRUST CORP | 2.2M | $302.1M | +9.2% | 0.927% | 0.04% |
| 18 | BANK OF AMERICA CORP /DE/ | 2.2M | $299.7M | +6.1% | 0.920% | 0.02% |
| 19 | WELLINGTON MANAGEMENT GROUP LLP | 2.1M | $281.0M | -12.2% | 0.863% | 0.05% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.1M | $279.9M | +12.0% | 0.859% | 0.04% |
| 21 | UBS Group AG | 2.0M | $276.6M | -25.9% | 0.849% | 0.04% |
| 22 | BNP PARIBAS ARBITRAGE, SA | 1.9M | $261.7M | -22.1% | 0.800% | 0.13% |
| 23 | Capital World Investors | 1.8M | $249.1M | +4.9% | 0.765% | 0.03% |
| 24 | SANDS CAPITAL MANAGEMENT, LLC | 1.8M | $241.0M | β | 0.740% | 0.95% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 1.8M | $239.6M | β | 0.736% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in BE β a direct measure of their conviction.
Filings activity in BE during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 951 | +23% | 49.70% | +18.35 pp | $31.09B | +59% |
| Q4 2025 | 771 | +32% | 31.35% | +0.84 pp | $19.61B | +2.8% |
| Q3 2025 | 582 | +53% | 30.51% | +22.65 pp | $19.09B | +288% |
| Q2 2025 | 380 | +5.3% | 7.86% | +1.31 pp | $4.92B | +20% |
| Q1 2025 | 361 | +1.4% | 6.55% | 0.02 pp | $4.10B | 0.3% |
| Q4 2024 | 356 | +18% | 6.57% | +3.65 pp | $4.11B | +125% |
| Q3 2024 | 302 | 0.3% | 2.92% | 0.62 pp | $1.83B | 18% |
| Q2 2024 | 303 | β | 3.54% | β | $2.21B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BE stock.
Based on Q1 2026 13F filings, institutional ownership of Bloom Energy Corporation stands at 49.7%, held across 951 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BE, with approximately 25,060,806 shares worth $3.40B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of BE, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for BE is 80 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
288 institutions opened new positions in BE during Q1 2026, while 108 fully exited. 574 added to existing positions and 86 trimmed.
BE institutional ownership rose by 18.35 percentage points quarter-over-quarter, with a net change of +180 holders.
The top 10 institutions account for 55.0% of all reported 13F value in BE, and the top 25 account for 70.9%.
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.
Bloom Energy Corporation (BE) Institutional Ownership