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Bloom Energy (BE) Institutional Ownership

Bloom Energy logo
$185.80 -31.50 (-14.50%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$185.14 -0.66 (-0.36%)
As of 07/24/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Bloom Energy (NYSE:BE)

Current
Institutional Ownership
Percentage
77.04%
Number of
Institutional Buyers
(last 12 months)
690
Total
Institutional Inflows
(last 12 months)
$5.55B
Number of
Institutional Sellers
(last 12 months)
291
Total
Institutional Outflows
(last 12 months)
$6.85B
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BE Institutional Buying and Selling by Quarter

Bloom Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2026Sunpointe LLC1,128$341K0.1%N/A0.000%
7/25/2026Udine Wealth Management Inc.18,723$5.67M2.3%-42.0%0.007%
7/25/2026Bogart Wealth LLC132$40K0.0%+725.0%0.000%
7/25/2026Bartlett & CO. Wealth Management LLC4,252$1.29M0.0%+12.3%0.001%
7/25/2026CRA Financial Services LLC707$214K0.0%N/A0.000%
7/25/2026 Oak Ridge Investments LLC32,231$9.76M0.6%-0.3%0.011%
7/25/2026Perryman Financial Advisory Inc. AD2,800$848K0.1%N/A0.001%
7/25/2026Pine Valley Investments Ltd Liability Co694$210K0.0%N/A0.000%
7/24/2026D.A. Davidson & CO.2,831$857K0.0%+6.6%0.001%
7/24/2026Benjamin Edwards Inc.1,213$367K0.0%N/A0.000%
7/24/2026XML Financial LLC1,608$487K0.0%N/A0.001%
7/24/2026Catalyst Capital Advisors LLC490$148K0.0%N/A0.000%
7/24/2026RiverPark Advisors LLC96$29K0.0%-82.7%0.000%
7/24/2026EverSource Wealth Advisors LLC1,193$361K0.0%+16.2%0.000%
7/24/2026 Total Clarity Wealth Management Inc.3,317$1.00M0.2%-17.2%0.001%
7/24/2026Essex LLC3,462$1.05M0.2%-27.2%0.001%
7/24/2026Signaturefd LLC2,919$884K0.0%+81.9%0.001%
7/24/2026 Cookson Peirce & Co. Inc.5,686$1.72M0.1%N/A0.002%
7/24/2026 Mine & Arao Wealth Creation & Management LLC.700$212K0.1%N/A0.000%
7/24/2026 Financial Consulate Inc.1,952$591K0.1%-25.2%0.001%
7/24/2026 Ted Buchan & Co2,707$819K0.3%N/A0.001%
7/23/2026 JNBA Financial Advisors2,144$649K0.0%N/A0.001%
7/23/2026 Cape Investment Advisory Inc.180$54K0.0%N/A0.000%
7/23/2026 PFG Investments LLC1,357$411K0.0%N/A0.000%
7/23/2026 Wealth Architects LLC1,053$319K0.0%N/A0.000%
7/23/2026 Symmetry Partners LLC1,415$428K0.0%N/A0.000%
7/23/2026 Nations Financial Group Inc. IA ADV8,857$2.68M0.1%+239.9%0.003%
7/23/2026 Cornerstone Wealth Management LLC1,156$350K0.0%N/A0.000%
7/23/2026 ABN Amro Investment Solutions19,034$5.76M0.0%+52.2%0.007%
7/23/2026 VMS Asset Management Limited27,010$8.18M2.6%N/A0.009%
7/23/2026 Apollon Wealth Management LLC52,529$15.90M0.2%+1,334.0%0.018%
7/23/2026 SBI Securities Co. Ltd.32,418$9.81M0.2%+241.1%0.011%
7/22/2026 Exchange Traded Concepts LLC6,423$1.94M0.0%-14.5%0.002%
7/22/2026 Fourpath Capital Management LLC932$282K0.0%N/A0.000%
7/22/2026 Mirae Asset Global Investments Co. Ltd.347,192$105.10M0.2%-18.2%0.122%
7/22/2026 E Fund Management Hong Kong Co. Ltd.2,507$759K0.3%N/A0.001%
7/22/2026 Sumitomo Mitsui DS Asset Management Company Ltd30,160$9.13M0.1%+23.8%0.011%
7/22/2026 Q Fund Management Hong Kong Ltd27,300$8.26M7.5%+534.9%0.010%
7/22/2026 SBI Okasan Asset Management Co.Ltd.246$74K0.0%-31.5%0.000%
7/22/2026 River Street Advisors LLC1,100$333K0.1%N/A0.000%
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7/22/2026 Laurel Oak Wealth Management LLC1,022$309K0.0%N/A0.000%
7/22/2026 Wealthedge Investment Advisors LLC3,628$1.10M0.4%N/A0.001%
7/22/2026 Cordoba Advisory Partners LLC787$238K0.1%-51.0%0.000%
7/22/2026 Greenleaf Trust1,075$325K0.0%N/A0.000%
7/21/2026 Center for Financial Planning Inc.252$76K0.0%-49.8%0.000%
7/21/2026 Envestnet Portfolio Solutions Inc.2,048$620K0.0%N/A0.001%
7/21/2026 Physician Wealth Advisors Inc.950$288K0.0%+22.0%0.000%
7/21/2026 Myriad Asset Management US LP881$267K0.4%N/A0.000%
7/21/2026 Petredis Investment Advisors LLC31,822$9.63M0.6%+1.2%0.011%
7/21/2026 IFP Advisors Inc7,315$2.21M0.0%-23.7%0.003%
7/21/2026 FLC Capital Advisors932$282K0.0%N/A0.000%
7/21/2026 Interchange Capital Partners LLC752$228K0.0%N/A0.000%
7/21/2026 Merit Financial Group LLC3,824$1.16M0.0%-5.6%0.001%
7/21/2026 Family CFO Inc68,000$20.58M7.9%-12.1%0.024%
7/20/2026 Aspiriant LLC702$212K0.0%N/A0.000%
7/20/2026 Fortitude Family Office LLC254$77K0.0%+144.2%0.000%
7/20/2026 Mission Wealth Management LP901$273K0.0%-94.9%0.000%
7/20/2026 Myriad Asset Management Advisors LLC5,258$1.59M0.4%N/A0.002%
7/20/2026 Sowell Financial Services LLC940$285K0.0%N/A0.000%
7/10/2026 Tema ETFs LLC113,313$34.30M1.1%+60.8%0.040%
7/10/2026 E. Ohman J or Asset Management AB9,214$2.79M0.1%+21.2%0.003%
7/10/2026 Handelsbanken Fonder AB813,452$246.23M0.7%-27.8%0.286%
7/10/2026 Carolina Wealth Advisors LLC135$41K0.0%+51.7%0.000%
7/10/2026 KMG Fiduciary Partners LLC3,017$913K0.1%-22.8%0.001%
7/10/2026 Redhawk Wealth Advisors Inc.2,448$741K0.1%-23.8%0.001%
7/10/2026 Fulton Bank N.A.974$295K0.0%N/A0.000%
7/10/2026 Wealthcare Advisory Partners LLC1,914$579K0.0%-46.1%0.001%
7/9/2026 Bay Rivers Group8,076$2.45M0.8%-0.8%0.003%
7/9/2026 Veery Capital LLC666$202K0.1%N/A0.000%
7/9/2026 Focus Financial Network Inc.4,403$1.33M0.0%+19.1%0.002%
7/9/2026 IFC & Insurance Marketing Inc.1,125$341K0.3%N/A0.000%
7/9/2026 Herbst Group LLC7,600$2.30M1.3%N/A0.003%
7/9/2026 StoneCrest Wealth Management Inc.9,810$2.97M0.9%-3.3%0.003%
7/9/2026 Everhart Financial Group Inc.943$285K0.0%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.5,274$1.60M0.0%+90.3%0.002%
7/9/2026 Valeo Financial Advisors LLC5,191$1.57M0.0%-46.2%0.002%
7/9/2026 Polianta Ltd6,400$1.94M0.2%-34.0%0.002%
7/8/2026 MRA Advisory Group10,196$3.09M1.1%+87.2%0.004%
7/8/2026 Chesley Taft & Associates LLC7,927$2.40M0.1%-3.9%0.003%
7/8/2026 FNY Investment Advisers LLC2,052$621K0.2%N/A0.001%
7/8/2026 Cooper Financial Group1,360$412K0.0%N/A0.000%
7/8/2026 Castle Rock Wealth Management LLC1,304$378K0.1%N/A0.000%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab34,041$10.30M0.1%+9.0%0.012%
7/8/2026 Assenagon Asset Management S.A.239,877$72.61M0.1%+3,398.3%0.084%
7/8/2026 Apella Capital LLC8,789$2.66M0.0%+77.6%0.003%
7/8/2026 Thrive Wealth Management LLC1,226$371K0.0%-23.6%0.000%
7/8/2026 Gainplan LLC1,008$305K0.1%N/A0.000%
7/7/2026 Foster Group Inc.1,233$373K0.0%N/A0.000%
7/7/2026 M.E. Allison & CO. Inc.13,195$3.99M2.3%-15.3%0.005%
7/7/2026 Avior Wealth Management LLC1,945$589K0.0%-57.4%0.001%
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7/7/2026 Harbor Investment Advisory LLC640$194K0.0%N/A0.000%
7/7/2026 Central Pacific Bank Trust Division3,326$1.01M0.1%N/A0.001%
7/7/2026 Moody National Bank Trust Division1,227$371K0.0%-31.1%0.000%
7/7/2026 CoreCap Advisors LLC5,130$1.55M0.0%+151.3%0.002%
7/6/2026 Neville Rodie & Shaw Inc.7,520$2.28M0.1%+16.7%0.003%
7/6/2026 MJT & Associates Financial Advisory Group Inc.112$34K0.0%+49.3%0.000%
7/6/2026 Somerset Trust Co1,000$303K0.1%N/A0.000%
7/6/2026 Trilogy Capital Inc.766$232K0.0%-48.9%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB312$94K0.0%+50.0%0.000%
7/2/2026 Hilltop National Bank515$156K0.0%N/A0.000%


BE Institutional Ownership - Frequently Asked Questions

During the previous two years, 857 institutional investors and hedge funds held shares of Bloom Energy. The most heavily invested institutionals were Vanguard Group Inc. ($1.81B), Morgan Stanley ($812.61M), State Street Corp ($524.37M), Geode Capital Management LLC ($461.27M), Graticule Asia Macro Advisors LLC ($402.49M), Jennison Associates LLC ($364.07M), and Brooklands Fund Management Ltd ($347.56M).Learn more on Bloom Energy's institutional investors.

77.04% of Bloom Energy's stock is owned by institutional investors. Learn more on BE's institutional investor holdings.

Of the 785 institutional investors that purchased Bloom Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($9.41M), Graticule Asia Macro Advisors LLC ($4.76M), Trivest Advisors Ltd ($4.58M), Brooklands Fund Management Ltd ($4M), Fuller & Thaler Asset Management Inc. ($3.61M), Wellington Management Group LLP ($3.25M), and Elemental Capital Partners LLC ($2.72M).

Institutional investors have bought a total of 67,596,723 shares in the last 24 months. This purchase volume represents approximately $5.55B in transactions.

Of the 291 institutional investors that sold Bloom Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: State Street Corp ($22.66M), Jain Global LLC ($9.99M), Lord Abbett & CO. LLC ($5.42M), Whale Rock Capital Management LLC ($3.34M), Trivest Advisors Ltd ($2.86M), Amundi ($2.39M), and Price T Rowe Associates Inc. MD ($2.20M).

Institutional investors have sold a total of 81,242,372 shares in the last 24 months. This volume of shares sold represents approximately $6.85B in transactions.


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This page (NYSE:BE) was last updated on 7/25/2026 by MarketBeat.com Staff.
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