Who owns Bloom Energy (BE)?
145 holders named in SEC filings declare between 61.8% and 77.3% of Bloom Energy's shares outstanding, as of Sep 30, 2026. The largest are Vanguard (8.9%), BlackRock (6.3%) and Ameriprise Financial, Inc. (6.2%); the five largest hold 31.1% together. Another 1,138 institutions hold small positions worth 6.0%. At least 16.7% of the shares appear in no ownership filing: investors who do not have to report, mostly individuals. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 12.8% and sold 15.1% of the shares, a net sale of 2.3%; 355 opened a position, 390 added, 379 reduced and 69 sold out. Biggest buyers: JPMorgan (+6.4M shares) and Goldman Sachs (+4.8M shares). Biggest sellers: BlackRock (-6.6M) and Ameriprise Financial, Inc. (-4.8M). Schedule 13D/G filings since Mar 31, 2026: JANE STREET GROUP, LLC crossed 5% (5.1%) on Jul 29, 2026, Ameriprise Financial, Inc. cut its stake to 6.2% on Jun 30, 2026 and BlackRock, Inc. cut its stake to 5.8% on Jun 30, 2026. Directors and officers, from their latest Form 4: KR Sridhar (0.95%). Over time, 1,261 managers declared Bloom Energy in their 13F for Q2 2026, against 147 for Q4 2019: together at most 81.1% of the shares outstanding, against 20.3%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| Vanguard | 13F | 8.9% | Jun 30, 2026 | Q4 2019 or earlier |
| BlackRock | 13F | 6.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Ameriprise Financial, Inc. | 13F | 6.2% | Jun 30, 2026 | Q4 2019 or earlier |
| Jane Street | 13G | 5.1% | Jul 29, 2026 | — |
| Goldman Sachs | 13F | 4.7% | Jun 30, 2026 | Q4 2019 or earlier |
| JPMorgan | 13F | 2.7% | Jun 30, 2026 | Q4 2019 or earlier |
| Morgan Stanley | 13F | 2.5% | Jun 30, 2026 | Q4 2019 or earlier |
| State Street | 13F | 2.1% | Jun 30, 2026 | Q4 2019 or earlier |
| Situational Awareness LP | 13F | 2.1% | Jun 30, 2026 | Q4 2025 |
| Value Aligned Research Advisors, LLC | 13F | 1.9% | Jun 30, 2026 | Q4 2024 |
| Graticule Asia Macro Advisors LLC | 13F | 1.4% | Jun 30, 2026 | Q3 2025 |
| D. E. Shaw | 13F | 1.4% | Jun 30, 2026 | Q4 2024 |
| Geode Capital | 13F | 1.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Norges Bank | 13F | 1.1% | Jun 30, 2026 | Q3 2020 |
| UBS | 13F | 1.1% | Jun 30, 2026 | Q4 2019 or earlier |
| SANDS CAPITAL MANAGEMENT, LLC | 13F | 0.99% | Jun 30, 2026 | Q1 2026 |
| KR Sridhar | Form 4 | 0.95% | Sep 1, 2026 | — |
| JENNISON ASSOCIATES LLC | 13F | 0.87% | Jun 30, 2026 | Q3 2025 |
| Millennium | 13F | 0.86% | Jun 30, 2026 | Q2 2024 |
| Capital Group | 13F | 0.80% | Jun 30, 2026 | Q2 2025 |
| Franklin Templeton | 13F | 0.71% | Jun 30, 2026 | Q2 2023 |
| Two Sigma | 13F | 0.68% | Jun 30, 2026 | Q3 2021 |
| WELLS FARGO & COMPANY/MN | 13F | 0.68% | Jun 30, 2026 | Q4 2019 or earlier |
| HRT FINANCIAL LP | 13F | 0.67% | Jun 30, 2026 | Q2 2026 |
| Fidelity (FMR) | 13F | 0.67% | Jun 30, 2026 | Q3 2020 |
Bloom Energy institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 147 | 20.3% | $340.8M | 46.9% |
| Q4 2020 | 251 | 39.5% | $2.5B | 45.1% |
| Q4 2021 | 289 | 50.8% | $2.5B | 34.7% |
| Q4 2022 | 321 | 60.4% | $2.6B | 37.4% |
| Q4 2023 | 296 | 77.5% | $2.6B | 34.8% |
| Q4 2024 | 362 | 83.0% | $4.2B | 37.0% |
| Q4 2025 | 776 | 96.6% | $19.9B | 45.5% |
| Q2 2026 | 1,261 | 81.1% | $69.5B | 50.9% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.