Bloom Energy Corp. Class ABE
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 984 institutions reported holding Bloom Energy Corp. Class A (BE) in their 13F filings, up 185 from Q4 2025. 269 opened new positions and 89 sold out. The largest holders were BlackRock, Inc. ($3.4B), Ameriprise Financial Inc. ($3.1B) and Vanguard Portfolio Management LLC ($1.7B). 11 famous investors held it, including Leopold Aschenbrenner (22.8% of Situational Awareness's portfolio), Alex Sacerdote (2.9% of Whale Rock Capital Management's portfolio) and Stanley Druckenmiller (0.6% of Duquesne Family Office'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 269 | $1.1B |
| Exits | 89 | $297.3M |
All 13F filers, Q4 2025 → Q1 2026: 36,215,310 shares bought and 36,571,532 shares sold, net −356,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 984 holders
| BlackRock, Inc. | 0.06% | Add +3.7% | 25,060,806 | $3.4B |
| Ameriprise Financial Inc. | 0.72% | Reduce -20.1% | 22,889,027 | $3.1B |
| Vanguard Portfolio Management LLC | 0.09% | — | 12,829,781 | $1.7B |
| Vanguard Capital Management LLC | 0.04% | — | 11,796,818 | $1.6B |
| Goldman Sachs Group Inc. | 0.16% | Add +350.1% | 9,120,513 | $1.2B |
| Morgan Stanley | 0.06% | Reduce -18.3% | 7,644,234 | $1.0B |
| Situational Awareness | 22.79% | Reduce -35.6% | 6,485,408 | $878.7M |
| State Street Corp. | 0.03% | Add +7.3% | 6,473,617 | $877.1M |
| Geode Capital Management, LLC | 0.05% | Add +12.7% | 5,947,076 | $810.6M |
| Jane Street Group, LLC | 0.72% | Add +1.9% | 4,922,291 | $666.9M |
| Value Aligned Research Advisors, LLC | 7.36% | Add +31.9% | 4,584,731 | $621.2M |
| Graticule Asia Macro Advisors LLC | 94.89% | Reduce -4.5% | 4,543,205 | $615.6M |
| D. E. Shaw & Co. | 0.48% | Reduce -52.2% | 4,209,457 | $570.3M |
| Two Sigma Investments, LP | 0.41% | Add +83.1% | 3,547,838 | $480.7M |
| Franklin Resources Inc. | 0.09% | Add +46.6% | 2,756,004 | $373.4M |
| FMR LLC | 0.02% | Add +29.5% | 2,751,237 | $372.8M |
| Jennison Associates LLC | 0.25% | Add +20074.4% | 2,687,029 | $364.1M |
| Fuller & Thaler Asset Management, Inc. | 1.05% | Reduce -16.1% | 2,299,320 | $311.5M |
| Northern Trust Corp. | 0.04% | Add +9.2% | 2,229,887 | $302.1M |
| Bank of America Corp. | 0.02% | Add +6.1% | 2,211,880 | $299.7M |
| T. Rowe Price Associates Inc. | 0.03% | Add +85.1% | 2,166,049 | $293.5M |
| Wellington Management Group LLP | 0.05% | Reduce -12.2% | 2,073,606 | $281.0M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +12.0% | 2,065,526 | $279.9M |
| BNP Paribas Financial Markets | 0.17% | Reduce -22.1% | 1,923,353 | $260.6M |
| UBS Group AG | 0.05% | Reduce -29.0% | 1,906,671 | $258.3M |
| Capital World Investors | 0.03% | Add +4.9% | 1,838,834 | $249.1M |
| Sands Capital Management, LLC | 0.95% | New | 1,779,038 | $241.0M |
| Vanguard Fiduciary Trust Co. | 0.06% | — | 1,768,560 | $239.6M |
| Invesco Ltd. | 0.02% | Reduce -8.6% | 1,684,201 | $228.2M |
| Whale Rock Capital Management | 2.89% | Add +23.4% | 1,653,788 | $224.1M |
| Hood River Capital Management LLC | 2.14% | Add +1.3% | 1,576,258 | $213.6M |
| JPMorgan Chase & Co. | 0.01% | Add +92.4% | 1,720,723 | $205.6M |
| Nuveen, LLC | 0.05% | Reduce -0.3% | 1,452,961 | $196.9M |
| Bank of New York Mellon Corp | 0.03% | Reduce -29.2% | 1,380,367 | $187.0M |
| Clearbridge Investments, LLC | 0.16% | Reduce -21.6% | 1,377,248 | $186.6M |
| Wells Fargo & Company | 0.04% | Add +95.5% | 1,353,938 | $183.4M |
| Alliancebernstein L.P. | 0.05% | Reduce -10.0% | 1,922,243 | $167.0M |
| Westfield Capital Management Co. LP | 0.68% | Add +4.0% | 1,191,572 | $161.4M |
| Raymond James Financial Inc. | 0.05% | Reduce -7.3% | 1,176,848 | $157.0M |
| Handelsbanken Fonder AB | 0.51% | Reduce -9.0% | 1,127,149 | $152.7M |
| Elemental Capital Partners LLC | 63.89% | Reduce -5.6% | 1,107,420 | $150.0M |
| Neuberger Berman Group LLC | 0.11% | Reduce -17.8% | 1,100,997 | $148.6M |
| Marshall Wace, LLP | 0.15% | Add +630.7% | 1,031,636 | $139.8M |
| Trivest Advisors Ltd | 9.56% | Reduce -12.9% | 980,000 | $132.8M |
| Deutsche Bank AG | 0.04% | Add +5.2% | 970,228 | $131.5M |
| Lord, Abbett & Co. LLC | 0.41% | Add +341.1% | 889,918 | $120.6M |
| Bank of Montreal | 0.05% | Add +7.4% | 877,880 | $118.9M |
| Driehaus Capital Management LLC | 0.85% | Add +64.9% | 849,801 | $115.1M |
| Polar Capital Holdings Plc | 0.45% | Reduce -12.8% | 764,863 | $103.6M |
| Voya Investment Management LLC | 0.12% | Reduce -0.6% | 764,325 | $103.6M |
| Amundi | 0.03% | Reduce -75.9% | 759,960 | $103.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +3.3% | 744,414 | $100.9M |
| Royal Bank of Canada | 0.02% | Add +19.1% | 739,239 | $100.2M |
| AustralianSuper Pty Ltd | 0.51% | New | 722,169 | $97.8M |
| Voloridge Investment Management, LLC | 0.37% | Add +57.1% | 678,391 | $91.9M |
| Massachusetts Financial Services Co. | 0.03% | Reduce -16.2% | 670,985 | $90.9M |
| Clear Street Group Inc. | 0.51% | Add +69.3% | 667,984 | $90.5M |
| Swiss National Bank | 0.05% | Add +8.2% | 659,400 | $89.3M |
| Legal & General Group Plc | 0.02% | Reduce -0.7% | 648,596 | $87.9M |
| DekaBank Deutsche Girozentrale | 0.14% | No change | 643,397 | $83.7M |
| Artisan Partners Limited Partnership | 0.13% | Add +13.2% | 605,477 | $82.0M |
| Bessemer Group Inc. | 0.13% | Add +228.0% | 587,947 | $79.7M |
| Tremblant Capital Group | 2.38% | Add +17.2% | 545,184 | $73.9M |
| Emerald Advisers, LLC | 2.32% | Reduce -3.1% | 541,787 | $73.4M |
| Renaissance Technologies | 0.11% | Add +106.0% | 535,900 | $72.6M |
| Toronto Dominion Bank | 0.14% | Add +49.1% | 528,523 | $71.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Add +7.8% | 517,286 | $70.1M |
| Stephens Investment Management Group LLC | 0.92% | Reduce -0.5% | 497,450 | $67.4M |
| Capital Fund Management S.A. | 0.59% | Add +524.3% | 490,436 | $66.4M |
| Susquehanna International Group, LLP | 0.08% | Reduce -28.7% | 483,248 | $65.5M |
| National Pension Service | 0.05% | Add +37.0% | 482,644 | $65.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -11.7% | 459,266 | $62.1M |
| Allspring Global Investments Holdings, LLC | 0.10% | Reduce -12.0% | 454,532 | $60.2M |
| Champlain Investment Partners, LLC | 0.73% | New | 424,657 | $57.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.16% | Add +7.0% | 424,377 | $57.5M |
| First Trust Advisors LP | 0.04% | Reduce -18.7% | 423,697 | $57.4M |
| California Public Employees Retirement System | 0.03% | Add +6.1% | 403,159 | $54.6M |
| HSBC Holdings PLC | 0.03% | Add +18.8% | 406,537 | $54.4M |
| Federated Hermes, Inc. | 0.09% | Add +30.4% | 398,582 | $54.0M |
| Artemis Investment Management LLP | 0.57% | Reduce -2.7% | 395,058 | $53.5M |
| Millennium Management | 0.04% | Add +24.4% | 387,161 | $52.5M |
| Barclays PLC | 0.02% | Reduce -38.7% | 384,815 | $52.1M |
| LPL Financial LLC | 0.01% | Add +48.1% | 380,715 | $51.6M |
| Holocene Advisors, LP | 0.12% | New | 380,000 | $51.5M |
| Sei Investments Co. | 0.05% | Add +28.7% | 365,975 | $49.6M |
| Temasek Holdings (Private) Ltd | 0.16% | New | 359,354 | $48.7M |
| Emerald Mutual Fund Advisers Trust | 2.31% | Add +0.2% | 352,178 | $47.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.06% | Reduce -27.5% | 348,457 | $46.8M |
| Citadel Advisors | 0.03% | Reduce -63.3% | 329,230 | $44.6M |
| Man Group plc | 0.09% | Add +28.3% | 327,291 | $44.3M |
| Hudson Bay Capital Management LP | 0.29% | New | 321,266 | $43.5M |
| Rhumbline Advisers | 0.04% | Add +1.3% | 318,274 | $43.1M |
| William Blair Investment Management, LLC | 0.14% | Reduce -8.8% | 317,721 | $43.0M |
| Chicago Capital, LLC | 1.14% | Reduce -1.4% | 312,771 | $42.4M |
| California State Teachers Retirement System | 0.04% | Reduce -2.4% | 310,859 | $42.1M |
| Nomura Asset Management International Inc. | 0.07% | Reduce -12.2% | 309,736 | $42.0M |
| Tidal Investments LLC | 0.13% | Add +130.3% | 307,415 | $41.7M |
| MKP Capital Management, L.L.C. | 1.37% | New | 307,000 | $41.6M |
| Citigroup Inc. | 0.03% | Add +27.6% | 302,273 | $41.0M |
| Allianz Asset Management GmbH | 0.05% | Add +1773.7% | 296,118 | $40.1M |
"% 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.