Bloom Energy Corp. Class ABE
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 799 institutions reported holding Bloom Energy Corp. Class A (BE) in their 13F filings, up 199 from Q3 2025. 240 opened new positions and 80 sold out. The largest holders were Ameriprise Financial Inc. ($2.5B), BlackRock, Inc. ($2.1B) and Vanguard Group Inc. ($1.8B). 12 famous investors held it, including Leopold Aschenbrenner (22.4% of Situational Awareness's portfolio), Stanley Druckenmiller (1.5% of Duquesne Family Office's portfolio) and Alex Sacerdote (1.5% of Whale Rock Capital Management's portfolio).
- Company
- Bloom Energy Corp. Class A
- Sector
- Energy
- CUSIP
- 093712107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 240 | $1.9B |
| Exits | 80 | $280.9M |
All 13F filers, Q3 2025 → Q4 2025: 47,018,519 shares bought and 40,026,443 shares sold, net +6,992,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 799 holders
| Ameriprise Financial Inc. | 0.56% | Reduce -3.4% | 28,646,003 | $2.5B |
| BlackRock, Inc. | 0.04% | Add +16.9% | 24,157,256 | $2.1B |
| Vanguard Group Inc. | 0.03% | Add +0.2% | 20,853,477 | $1.8B |
| Situational Awareness | 22.37% | New | 10,076,022 | $875.5M |
| Morgan Stanley | 0.05% | Add +6.3% | 9,352,198 | $812.6M |
| D. E. Shaw & Co. | 0.62% | Reduce -25.6% | 8,798,303 | $764.5M |
| State Street Corp. | 0.02% | Add +13.4% | 6,034,838 | $524.4M |
| Geode Capital Management, LLC | 0.03% | Add +5.4% | 5,277,461 | $461.3M |
| Jane Street Group, LLC | 0.50% | Add +71.9% | 4,828,230 | $419.5M |
| Graticule Asia Macro Advisors LLC | 92.11% | No change | 4,759,305 | $413.5M |
| Value Aligned Research Advisors, LLC | 6.19% | Add +7.8% | 3,476,548 | $302.1M |
| Amundi | 0.08% | Add +441.2% | 3,154,197 | $274.1M |
| Norges Bank | 0.03% | — | 2,758,465 | $239.7M |
| Fuller & Thaler Asset Management, Inc. | 0.80% | Reduce -18.1% | 2,742,201 | $238.3M |
| UBS Group AG | 0.05% | Reduce -66.6% | 2,684,258 | $233.2M |
| BNP Paribas Financial Markets | 0.14% | Add +7.8% | 2,469,666 | $214.6M |
| Wellington Management Group LLP | 0.04% | Add +102.9% | 2,362,228 | $205.3M |
| Alliancebernstein L.P. | 0.06% | Add +602.8% | 2,135,612 | $185.6M |
| FMR LLC | 0.01% | Add +1.9% | 2,124,629 | $184.6M |
| Bank of America Corp. | 0.01% | Reduce -21.5% | 2,085,231 | $181.2M |
| Northern Trust Corp. | 0.02% | Add +6.0% | 2,042,409 | $177.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +42.8% | 2,026,245 | $176.1M |
| Bank of New York Mellon Corp | 0.03% | Add +39.7% | 1,948,521 | $169.3M |
| Two Sigma Investments, LP | 0.27% | Add +13.1% | 1,937,977 | $168.4M |
| Franklin Resources Inc. | 0.04% | Add +42.3% | 1,880,091 | $163.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.8% | 1,844,561 | $160.3M |
| Invesco Ltd. | 0.02% | Add +25.0% | 1,843,006 | $160.1M |
| Clearbridge Investments, LLC | 0.12% | Reduce -28.9% | 1,755,876 | $152.6M |
| Capital World Investors | 0.02% | Add +2.6% | 1,752,338 | $152.3M |
| Hood River Capital Management LLC | 1.48% | New | 1,555,734 | $135.2M |
| Nuveen, LLC | 0.03% | Add +3.0% | 1,457,562 | $126.6M |
| Neuberger Berman Group LLC | 0.09% | Add +72.0% | 1,339,591 | $116.4M |
| Whale Rock Capital Management | 1.49% | Reduce -71.4% | 1,339,623 | $116.4M |
| Two Sigma Advisers, LP | 0.22% | Reduce -50.3% | 1,312,634 | $114.1M |
| Raymond James Financial Inc. | 0.03% | Reduce -22.8% | 1,269,280 | $110.3M |
| Handelsbanken Fonder AB | 0.33% | Reduce -2.1% | 1,238,618 | $107.6M |
| Elemental Capital Partners LLC | 54.22% | Reduce -2.5% | 1,172,900 | $101.9M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -65.3% | 1,170,243 | $101.7M |
| Westfield Capital Management Co. LP | 0.41% | Reduce -31.6% | 1,145,296 | $99.5M |
| Trivest Advisors Ltd | 4.46% | Reduce -67.1% | 1,125,000 | $97.8M |
| Deutsche Bank AG | 0.03% | Add +28.6% | 922,359 | $80.1M |
| Citadel Advisors | 0.05% | Reduce -25.5% | 895,785 | $77.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -62.8% | 894,446 | $77.7M |
| Polar Capital Holdings Plc | 0.35% | New | 877,359 | $76.2M |
| Bank of Montreal | 0.03% | Add +178.3% | 817,469 | $71.0M |
| Massachusetts Financial Services Co. | 0.02% | Add +214.3% | 801,043 | $69.6M |
| Voya Investment Management LLC | 0.08% | Add +77.3% | 769,203 | $66.8M |
| Duquesne Family Office | 1.52% | New | 740,545 | $64.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +73.3% | 720,881 | $62.6M |
| Wells Fargo & Company | 0.01% | Reduce -55.7% | 692,501 | $60.2M |
| Susquehanna International Group, LLP | 0.08% | Add +170.1% | 678,113 | $58.9M |
| SG Americas Securities, LLC | 0.08% | Add +14.8% | 660,185 | $57.4M |
| Legal & General Group Plc | 0.01% | Reduce -42.0% | 652,817 | $56.7M |
| Barclays PLC | 0.02% | Add +38.7% | 627,448 | $54.5M |
| Royal Bank of Canada | 0.01% | Reduce -11.0% | 620,604 | $53.9M |
| Swiss National Bank | 0.03% | Add +42.4% | 609,200 | $52.9M |
| Allspring Global Investments Holdings, LLC | 0.08% | Add +182.8% | 516,707 | $51.0M |
| Emerald Advisers, LLC | 1.50% | Reduce -18.4% | 559,063 | $48.6M |
| Artisan Partners Limited Partnership | 0.07% | New | 535,046 | $46.5M |
| First Trust Advisors LP | 0.03% | Reduce -24.1% | 521,175 | $45.3M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -66.9% | 519,901 | $45.2M |
| Driehaus Capital Management LLC | 0.30% | Reduce -52.6% | 515,481 | $44.8M |
| Stephens Investment Management Group LLC | 0.57% | Add +1.1% | 499,823 | $43.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.06% | Reduce -17.6% | 480,617 | $41.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +520.9% | 479,883 | $41.7M |
| Tremblant Capital Group | 1.03% | New | 465,143 | $40.4M |
| Voloridge Investment Management, LLC | 0.13% | New | 431,757 | $37.5M |
| Artemis Investment Management LLP | 0.43% | Reduce -66.7% | 405,858 | $35.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Add +16.1% | 396,781 | $34.5M |
| Clear Street Group Inc. | 0.18% | New | 394,582 | $34.3M |
| California Public Employees Retirement System | 0.02% | Add +5.0% | 379,988 | $33.0M |
| Point72 Asset Management | 0.05% | Add +168.8% | 377,859 | $32.8M |
| Schonfeld Strategic Advisors LLC | 0.16% | Reduce -49.3% | 360,189 | $31.3M |
| Avalon Trust Co | 1.99% | Reduce -1.1% | 354,869 | $30.8M |
| Toronto Dominion Bank | 0.05% | New | 354,455 | $30.8M |
| Nomura Asset Management International Inc. | 0.05% | — | 352,763 | $30.7M |
| National Pension Service | 0.02% | New | 352,410 | $30.6M |
| Emerald Mutual Fund Advisers Trust | 1.49% | Reduce -14.2% | 351,401 | $30.5M |
| William Blair Investment Management, LLC | 0.08% | New | 348,192 | $30.3M |
| HSBC Holdings PLC | 0.02% | Add +31.6% | 342,223 | $29.7M |
| TimesSquare Capital Management, LLC | 0.44% | Add +92.4% | 336,800 | $29.3M |
| Baird Financial Group, Inc. | 0.04% | Reduce -18.4% | 325,180 | $28.3M |
| California State Teachers Retirement System | 0.03% | Add +53.2% | 318,387 | $27.7M |
| Chicago Capital, LLC | 0.68% | New | 317,053 | $27.5M |
| Rhumbline Advisers | 0.02% | Reduce -4.6% | 314,070 | $27.3M |
| Millennium Management | 0.02% | Add +86.5% | 311,127 | $27.0M |
| Federated Hermes, Inc. | 0.04% | Add +54.4% | 305,558 | $26.5M |
| Simplex Trading, LLC | 0.74% | Add +419.2% | 301,347 | $26.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.07% | Add +4091.4% | 300,606 | $26.1M |
| CI Investments Inc. | 0.11% | Add +0.8% | 297,131 | $25.8M |
| Sei Investments Co. | 0.02% | Add +241.4% | 284,391 | $24.7M |
| Squarepoint Ops LLC | 0.05% | Add +7652.0% | 282,560 | $24.6M |
| DigitalBridge Group, Inc. | 1.86% | Reduce -37.4% | 275,447 | $23.9M |
| Public Sector Pension Investment Board | 0.08% | New | 275,224 | $23.9M |
| Flight Deck Capital, LP | 20.06% | No change | 270,676 | $23.5M |
| Pictet Asset Management Holding SA | 0.02% | Add +725.2% | 260,826 | $22.7M |
| Altimeter Capital Management | 0.34% | New | 260,730 | $22.7M |
| Renaissance Technologies | 0.04% | New | 260,200 | $22.6M |
| LPL Financial LLC | 0.01% | Add +18.5% | 257,073 | $22.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -8.7% | 255,948 | $22.3M |
"% of holder's portfolio" is BE's weight in each manager's 13F, not the share of Bloom Energy Corp. Class A the manager owns.