Who holds BEticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BLOOM ENERGY CORP · COM CL A · quarter ended 2026-03-31 · 3 members disclosed BE ↗

736

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$27.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

465

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of BE ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.4B	25,060,806	+903,550	add
2	AMERIPRISE FINANCIAL INC	$3.1B	22,889,027	−5,756,976	trim
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.7B	12,829,781	—	no prior
4	VANGUARD CAPITAL MANAGEMENT LLC	$1.6B	11,796,818	—	no prior
5	MORGAN STANLEY	$1.0B	7,644,234	−1,707,964	trim
6	Situational Awareness Partners LP	$879M	6,485,408	—	no prior
7	Situational Awareness LP	$879M	6,485,408	−3,590,614	trim
8	STATE STREET CORP	$877M	6,473,617	+438,779	add
9	JANE STREET GROUP, LLC	$667M	4,922,291	+94,061	add
10	Value Aligned Research Advisors, LLC	$621M	4,584,731	+1,108,183	add
11	Graticule Asia Macro Advisors LLC	$616M	4,543,205	−216,100	trim
12	D. E. Shaw & Co., Inc.	$570M	4,209,457	−4,588,846	trim
13	TWO SIGMA INVESTMENTS, LP	$481M	3,547,838	+1,609,861	add
14	FRANKLIN RESOURCES INC	$373M	2,756,004	+875,913	add
15	FMR LLC	$373M	2,751,237	+626,608	add
16	JENNISON ASSOCIATES LLC	$364M	2,687,029	+2,673,710	add
17	FULLER & THALER ASSET MANAGEMENT, INC.	$312M	2,299,320	+2,299,320	new
18	NORTHERN TRUST CORP	$302M	2,229,887	+187,478	add
19	BANK OF AMERICA CORP /DE/	$300M	2,211,880	+126,649	add
20	WELLINGTON MANAGEMENT GROUP LLP	$281M	2,073,606	−288,622	trim
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$280M	2,065,526	+220,965	add
22	UBS Group AG	$258M	1,906,671	−777,587	trim
23	Capital World Investors	$249M	1,838,834	+86,496	add
24	SANDS CAPITAL MANAGEMENT, LLC	$241M	1,779,038	+1,779,038	new
25	VANGUARD FIDUCIARY TRUST CO	$240M	1,768,560	—	no prior
26	Invesco Ltd.	$228M	1,684,201	−158,805	trim
27	Whale Rock Capital Management LLC	$224M	1,653,788	+314,165	add
28	Nuveen, LLC	$197M	1,452,961	−4,601	trim
29	Bank of New York Mellon Corp	$187M	1,380,367	−568,154	trim
30	Clearbridge Investments, LLC	$187M	1,377,248	−378,628	trim
31	WELLS FARGO & COMPANY/MN	$183M	1,353,938	+661,437	add
32	ALLIANCEBERNSTEIN L.P.	$167M	1,922,243	−213,369	trim
33	WESTFIELD CAPITAL MANAGEMENT CO LP	$161M	1,191,572	+46,276	add
34	RAYMOND JAMES FINANCIAL INC	$157M	1,176,848	−92,432	trim
35	Elemental Capital Partners LLC	$150M	1,107,420	−65,480	trim
36	DEUTSCHE BANK AG\	$131M	970,228	+47,869	add
37	BANK OF MONTREAL /CAN/	$119M	877,880	+60,411	add
38	Polar Capital Holdings Plc	$104M	764,863	−112,496	trim
39	VOYA INVESTMENT MANAGEMENT LLC	$104M	764,325	−4,878	trim
40	Amundi	$103M	759,960	−2,394,237	trim
41	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$101M	744,414	+23,533	add
42	ROYAL BANK OF CANADA	$100M	739,239	+118,635	add
43	AustralianSuper Pty Ltd	$97.8M	722,169	+722,169	new
44	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$91.9M	678,391	+246,634	add
45	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$90.9M	670,985	−130,058	trim
46	Clear Street Group Inc.	$90.5M	667,984	+273,402	add
47	Swiss National Bank	$89.3M	659,400	+50,200	add
48	Legal & General Group Plc	$87.9M	648,596	−4,221	trim
49	Artisan Partners Limited Partnership	$82.0M	605,477	+70,431	add
50	TREMBLANT CAPITAL GROUP	$73.9M	545,184	+80,041	add
51	RENAISSANCE TECHNOLOGIES LLC	$72.6M	535,900	+275,700	add
52	Sumitomo Mitsui Trust Group, Inc.	$70.1M	517,286	+37,403	add
53	Stephens Investment Management Group LLC	$67.4M	497,450	−2,373	trim
54	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$65.5M	483,248	−194,865	trim
55	National Pension Service	$65.4M	482,644	+482,644	new
56	DIMENSIONAL FUND ADVISORS LP	$62.1M	459,266	−60,635	trim
57	Allspring Global Investments Holdings, LLC	$60.2M	454,532	−62,175	trim
58	Champlain Investment Partners, LLC	$57.5M	424,657	+424,657	new
59	Mirae Asset Global Investments Co., Ltd.	$57.5M	424,377	+27,596	add
60	FIRST TRUST ADVISORS LP	$57.4M	423,697	−97,478	trim
61	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$54.6M	403,159	+23,171	add
62	HSBC HOLDINGS PLC	$54.4M	406,537	−277,909	trim
63	FEDERATED HERMES, INC.	$54.0M	398,582	+93,024	add
64	Artemis Investment Management LLP	$53.5M	395,058	−10,800	trim
65	MILLENNIUM MANAGEMENT LLC	$52.5M	387,161	+76,034	add
66	LPL Financial LLC	$51.6M	380,715	+123,642	add
67	Holocene Advisors, LP	$51.5M	380,000	+380,000	new
68	SEI INVESTMENTS CO	$49.6M	365,975	+81,584	add
69	Temasek Holdings (Private) Ltd	$48.7M	359,354	+359,354	new
70	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$46.8M	348,457	−132,160	trim
71	CITADEL ADVISORS LLC	$44.6M	329,230	−566,555	trim
72	Man Group plc	$44.3M	327,291	+72,091	add
73	Hudson Bay Capital Management LP	$43.5M	321,266	+321,266	new
74	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$43.0M	317,721	−30,471	trim
75	Chicago Capital, LLC	$42.4M	312,771	−4,282	trim
76	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$42.0M	309,736	+309,736	new
77	Tidal Investments LLC	$41.7M	307,415	+173,924	add
78	MKP Capital Management, L.L.C.	$41.6M	307,000	+307,000	new
79	CITIGROUP INC	$41.0M	302,273	+65,401	add
80	Allianz Asset Management GmbH	$40.1M	296,118	+280,314	add
81	Baird Financial Group, Inc.	$37.8M	279,293	+279,293	new
82	SOMA EQUITY PARTNERS LP	$37.5M	276,593	+276,593	new
83	DigitalBridge Group, Inc.	$35.5M	262,250	−13,197	trim
84	Robeco Schweiz AG	$35.4M	261,101	+261,101	new
85	BNP Paribas Asset Management Holding S.A.	$34.7M	256,452	+504	add
86	BIT Capital GmbH	$34.4M	254,089	+254,089	new
87	Mitsubishi UFJ Asset Management Co., Ltd.	$34.3M	253,191	+28,257	add
88	Schonfeld Strategic Advisors LLC	$33.9M	250,000	−110,189	trim
89	STIFEL FINANCIAL CORP	$33.0M	243,843	+67,157	add
90	STOREBRAND ASSET MANAGEMENT AS	$32.7M	241,061	—	no prior
91	Avalon Trust Co	$31.7M	233,720	−121,149	trim
92	Pictet Asset Management Holding SA	$30.6M	226,316	−34,510	trim
93	Ensign Peak Advisors, Inc	$28.4M	209,427	+57,964	add
94	PINNACLE ASSOCIATES LTD	$28.4M	209,349	−26,678	trim
95	Zurcher Kantonalbank (Zurich Cantonalbank)	$28.2M	208,410	+208,410	new
96	Walleye Capital LLC	$28.0M	207,010	+85,564	add
97	Flight Deck Capital, LP	$27.8M	205,276	−65,400	trim
98	AVIVA PLC	$24.9M	184,094	+6,125	add
99	Universal- Beteiligungs- und Servicegesellschaft mbH	$24.6M	181,264	+46,964	add
100	ENVESTNET ASSET MANAGEMENT INC	$24.5M	180,827	+49,302	add
101	Connor, Clark & Lunn Investment Management Ltd.	$24.3M	179,158	−121,448	trim
102	AQR CAPITAL MANAGEMENT LLC	$23.9M	184,657	+56,509	add
103	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$23.6M	174,200	+24,107	add
104	Creative Planning	$23.2M	171,286	+38,893	add
105	AMERICAN CENTURY COMPANIES INC	$21.7M	160,304	+23,882	add
106	NATIONAL BANK OF CANADA /FI/	$21.3M	157,260	+153,350	add
107	Zurich Insurance Group Ltd/FI	$20.9M	154,026	+154,026	new
108	Science & Technology Partners, L.P.	$20.6M	151,850	+526	add
109	Cetera Investment Advisers	$20.5M	150,972	+62,729	add
110	Janus Henderson Group Ltd.	$20.3M	150,094	+91,761	add
111	CANADA PENSION PLAN INVESTMENT BOARD	$20.3M	149,526	0	no change
112	PANAGORA ASSET MANAGEMENT INC	$20.1M	148,556	+75,642	add
113	ArrowMark Colorado Holdings LLC	$19.8M	146,500	−6,816	trim
114	Rockefeller Capital Management L.P.	$18.9M	139,699	−21,364	trim
115	PRUDENTIAL FINANCIAL INC	$18.8M	138,770	+51,815	add
116	EVENTIDE ASSET MANAGEMENT, LLC	$18.6M	137,760	+497	add
117	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$18.3M	135,000	+20,000	add
118	MIZUHO MARKETS AMERICAS LLC	$17.8M	131,500	+131,500	new
119	BALYASNY ASSET MANAGEMENT L.P.	$16.7M	123,517	+61,138	add
120	Susquehanna Portfolio Strategies, LLC	$16.1M	118,858	0	no change
121	Voleon Capital Management LP	$16.0M	118,213	+112,625	add
122	STATE OF WISCONSIN INVESTMENT BOARD	$15.9M	117,150	+5,014	add
123	Stanley Capital Management, LLC	$15.9M	117,000	0	no change
124	Graham Capital Management, L.P.	$15.8M	116,921	−77,642	trim
125	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$15.6M	115,340	−4,509	trim
126	Korea Investment CORP	$15.6M	115,178	−8,225	trim
127	VANGUARD ASSET MANAGEMENT, Ltd	$15.3M	112,703	—	no prior
128	Nicholas Investment Partners, LP	$15.1M	111,549	−567	trim
129	Vanguard Global Advisers, LLC	$14.8M	109,235	—	no prior
130	CI INVESTMENTS INC.	$14.8M	109,161	−187,970	trim
131	Freestone Grove Partners LP	$14.4M	106,592	+14,849	add
132	INTECH INVESTMENT MANAGEMENT LLC	$14.1M	104,048	−26,855	trim
133	Vanguard Investments Australia, Ltd.	$14.1M	103,919	—	no prior
134	DANSKE BANK A/S	$13.8M	101,700	+12,200	add
135	Broad Peak Investment Advisers Pte Ltd	$13.7M	101,000	−101,000	trim
136	Ma Investment Partnership, LP	$13.5M	100,000	—	no prior
137	MARIETTA INVESTMENT PARTNERS LLC	$13.4M	98,832	−5,924	trim
138	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$13.3M	98,235	−42,425	trim
139	Vontobel Holding Ltd.	$12.9M	95,032	+24,063	add
140	AXIOM INVESTORS LLC /DE	$12.8M	94,533	−1,376	trim
141	KLP KAPITALFORVALTNING AS	$12.7M	93,900	+14,500	add
142	Mitsubishi UFJ Trust & Banking Corp	$12.6M	93,087	+3,324	add
143	Nishkama Capital, LLC	$12.5M	92,621	−149,711	trim
144	NOMURA ASSET MANAGEMENT CO LTD	$12.5M	92,375	+16,460	add
145	XN LP	$12.2M	90,257	+90,257	new
146	Ghisallo Capital Management LLC	$12.2M	90,000	+90,000	new
147	IMC-Chicago, LLC	$11.7M	86,367	+86,367	new
148	NORDEA INVESTMENT MANAGEMENT AB	$11.6M	91,176	+70,224	add
149	Asset Management One Co., Ltd.	$11.6M	85,836	+137	add
150	TRUIST FINANCIAL CORP	$11.4M	84,480	−3,516	trim
151	MOORE CAPITAL MANAGEMENT, LP	$11.3M	83,500	+83,500	new
152	E Fund Management Co., Ltd.	$11.2M	82,649	—	no prior
153	Tredje AP-fonden	$11.1M	82,040	+82,040	new
154	Insight Holdings Group, LLC	$11.1M	82,030	+82,030	new
155	DnB Asset Management AS	$11.1M	81,671	+19,016	add
156	OSAIC HOLDINGS, INC.	$11.1M	81,633	+26,511	add
157	GILDER GAGNON HOWE & CO LLC	$11.1M	81,583	+77,414	add
158	Mezzasalma Advisors, LLC	$10.9M	80,420	+5,085	add
159	Advisors Asset Management, Inc.	$10.7M	79,166	−5,227	trim
160	State of New Jersey Common Pension Fund D	$10.5M	77,437	0	no change
161	CVFG LLC	$10.1M	74,645	+74,645	new
162	UNICOM Systems, Inc.	$10.0M	74,000	+74,000	new
163	Boundless Plain Holdings Ltd	$9.8M	72,128	+7,950	add
164	TEMA ETFS LLC	$9.6M	70,485	+70,485	new
165	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$9.4M	69,700	+34,100	add
166	BOOTHBAY FUND MANAGEMENT, LLC	$9.2M	68,028	−18,257	trim
167	POLEN CAPITAL MANAGEMENT LLC	$9.1M	67,231	−8,203	trim
168	HighTower Advisors, LLC	$9.0M	66,723	+9,447	add
169	FIFTH THIRD BANCORP	$8.8M	64,954	+64,946	add
170	COMMONWEALTH EQUITY SERVICES, LLC	$8.7M	64,489	+288	add
171	Resona Asset Management Co.,Ltd.	$8.6M	64,494	−261	trim
172	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$8.5M	63,006	+350	add
173	Quantinno Capital Management LP	$8.5M	62,909	+36,263	add
174	Zweig-DiMenna Associates LLC	$8.5M	62,500	+62,500	new
175	Arizona State Retirement System	$8.3M	61,077	+85	add
176	NOMURA HOLDINGS INC	$8.1M	60,097	−54,137	trim
177	Swedbank AB	$8.1M	59,519	+11,487	add
178	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$8.0M	59,388	+28,398	add
179	Pinnacle Financial Partners, Inc.	$8.0M	58,746	+18,835	add
180	Metavasi Capital LP	$7.9M	58,030	−43,970	trim
181	Wealthfront Advisers LLC	$7.6M	56,158	+53,220	add
182	Trexquant Investment LP	$7.5M	55,369	−26,116	trim
183	CASTLEARK MANAGEMENT LLC	$7.5M	55,045	−14,570	trim
184	NISSAY ASSET MANAGEMENT CORP /JAPAN	$7.4M	54,964	+6,581	add
185	Daiwa Securities Group Inc.	$7.4M	54,254	+34,854	add
186	Corient Private Wealth LLC	$7.3M	53,869	−876,875	trim
187	KR Capital LP	$7.2M	53,424	—	no prior
188	Engineers Gate Manager LP	$7.0M	52,015	−56,562	trim
189	WORLDQUANT MILLENNIUM ADVISORS LLC	$7.0M	51,774	+51,774	new
190	SUMMIT SECURITIES GROUP LLC	$6.9M	51,100	−27,000	trim
191	LIGHT STREET CAPITAL MANAGEMENT, LLC	$6.9M	50,625	+50,625	new
192	WESTERLY CAPITAL MANAGEMENT, LLC	$6.8M	50,000	−100,000	trim
193	PRINCIPAL FINANCIAL GROUP INC	$6.7M	49,531	+6,810	add
194	MACQUARIE GROUP LTD	$6.7M	49,508	−16,749	trim
195	Ducere Wealth Management LLC	$6.6M	48,686	−445	trim
196	ARMISTICE CAPITAL, LLC	$6.5M	47,737	+43,346	add
197	IFM Investors Pty Ltd	$6.3M	46,550	+5,003	add
198	EFG International AG	$6.3M	46,304	−9,222	trim
199	SEB Asset Management AB	$6.3M	46,229	—	no prior
200	Orion Porfolio Solutions, LLC	$6.2M	46,080	+17,437	add
201	Bridgewater Associates, LP	$6.2M	45,683	−18,344	trim
202	Point72 Asset Management, L.P.	$6.2M	45,396	−332,463	trim
203	CenterBook Partners LP	$6.1M	45,298	−19,120	trim
204	Grand Alliance Asset Management Ltd	$6.1M	45,000	−38,000	trim
205	M&T BANK CORP	$6.1M	44,688	+2,604	add
206	Focus Partners Wealth	$5.9M	42,378	−902	trim
207	TD ASSET MANAGEMENT INC	$5.8M	42,767	+3,940	add
208	Mariner, LLC	$5.6M	41,405	+7,825	add
209	OPPENHEIMER & CO INC	$5.6M	41,227	+41,227	new
210	CIBC Bancorp USA Inc.	$5.5M	40,790	—	no prior
211	MACKENZIE FINANCIAL CORP	$5.3M	38,964	−443	trim
212	CIBC Asset Management Inc	$5.2M	38,629	−4,177	trim
213	SOROS CAPITAL MANAGEMENT LLC	$5.1M	38,000	−19,000	trim
214	ARP Global Capital Ltd	$4.9M	36,069	+36,069	new
215	Kestra Advisory Services, LLC	$4.9M	35,810	−31,312	trim
216	MOODY ALDRICH PARTNERS LLC	$4.8M	35,285	+1,537	add
217	Eschler Asset Management LLP	$4.7M	35,000	+35,000	new
218	Cinctive Capital Management LP	$4.7M	34,698	−44,119	trim
219	XPONANCE LLC	$4.7M	34,374	+4,495	add
220	Riggs Asset Managment Co. Inc.	$4.6M	34,309	−157	trim
221	ProShare Advisors LLC	$4.5M	33,530	−8,018	trim
222	Taikang Asset Management (Hong Kong) Co Ltd	$4.4M	32,674	+12,439	add
223	Blackstone Inc.	$4.4M	32,582	+32,582	new
224	OAK RIDGE INVESTMENTS LLC	$4.4M	32,343	+32,343	new
225	FORA Capital, LLC	$4.4M	32,325	−64,710	trim
226	BLAIR WILLIAM & CO/IL	$4.4M	32,332	+1,429	add
227	UDINE WEALTH MANAGEMENT, INC.	$4.4M	32,258	−5,168	trim
228	Kercheville Advisors, LLC	$4.3M	31,855	−16,360	trim
229	PETREDIS INVESTMENT ADVISORS LLC	$4.3M	31,458	+31,458	new
230	NewEdge Advisors, LLC	$4.3M	31,396	+31,396	new
231	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.2M	30,967	−8,326	trim
232	Marex Group Ltd	$4.1M	30,565	+21,960	add
233	Credit Capital Investments LLC	$4.1M	30,000	−5,000	trim
234	CIBC WORLD MARKET INC.	$4.0M	29,866	+23,466	add
235	Tribune Investment Group LP	$4.0M	29,810	+29,810	new
236	PIAR LLC	$3.9M	29,079	+24,623	add
237	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$3.9M	28,669	+28,669	new
238	TORONTO DOMINION BANK	$3.9M	28,523	−5,932	trim
239	HUB Investment Partners, LLC	$3.8M	27,679	+27,679	new
240	Hidden Lake Asset Management LP	$3.7M	27,337	−10,754	trim
241	Concurrent Investment Advisors, LLC	$3.7M	27,231	+19,472	add
242	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.6M	26,861	−1,726	trim
243	KP Management LLC	$3.6M	26,600	−7,500	trim
244	CREDIT AGRICOLE S A	$3.6M	26,217	−10,220	trim
245	Squarepoint Ops LLC	$3.5M	26,174	−256,386	trim
246	Covenant Asset Management, LLC	$3.5M	25,874	+25,874	new
247	SONA ASSET MANAGEMENT (US) LLC	$3.4M	25,300	+25,300	new
248	Edgestream Partners, L.P.	$3.4M	24,787	+5,920	add
249	ZACKS INVESTMENT MANAGEMENT	$3.3M	24,552	+2,064	add
250	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.3M	24,357	+17	add
251	Sigma Planning Corp	$3.2M	23,834	+23,834	new
252	MERCER GLOBAL ADVISORS INC /ADV	$3.2M	24,687	+18,800	add
253	Utah Retirement Systems	$3.2M	23,689	+23,689	new
254	Swiss Life Asset Management Ltd	$3.2M	23,397	+8,476	add
255	OP Asset Management Ltd	$3.1M	23,102	—	no prior
256	Pathstone Holdings, LLC	$3.1M	22,686	+1	add
257	Vanguard Personalized Indexing Management, LLC	$3.1M	22,589	+8,379	add
258	FACTORY MUTUAL INSURANCE CO	$3.0M	22,500	−2,500	trim
259	Vident Advisory, LLC	$3.0M	22,287	+13,909	add
260	Eurizon Capital SGR S.p.A.	$3.0M	22,101	+9,918	add
261	Palumbo Wealth Management LLC	$2.9M	21,748	+331	add
262	Arosa Capital Management LP	$2.9M	21,692	−66,840	trim
263	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$2.9M	21,330	+660	add
264	PVG ASSET MANAGEMENT CORP	$2.7M	9,987	—	no prior
265	Polymer Capital Management (HK) LTD	$2.7M	20,028	+20,028	new
266	Caption Management, LLC	$2.7M	19,877	+19,877	new
267	JT Stratford LLC	$2.6M	19,524	−5,467	trim
268	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.6M	19,352	+19,352	new
269	Brevan Howard Capital Management LP	$2.6M	19,252	+19,252	new
270	Napean Trading & Investment Co (Singapore) PTE Ltd	$2.5M	18,806	−8,654	trim
271	Cerity Partners LLC	$2.5M	18,770	+9,771	add
272	Tower Research Capital LLC (TRC)	$2.5M	18,552	+11,015	add
273	ASSETMARK, INC	$2.5M	18,523	+18,251	add
274	Kultura Capital Management LP	$2.5M	18,350	−17,650	trim
275	PORTLAND INVESTMENT COUNSEL INC.	$2.4M	18,000	0	no change
276	TOCQUEVILLE ASSET MANAGEMENT L.P.	$2.4M	17,936	−4,214	trim
277	PIER 88 INVESTMENT PARTNERS LLC	$2.4M	1,466,300	+1,458,171	add
278	MISSION WEALTH MANAGEMENT, LP	$2.4M	17,710	+17,710	new
279	Katamaran Capital LLP	$2.4M	17,562	+17,562	new
280	Baader Bank Aktiengesellschaft	$2.4M	17,780	−2,346	trim
281	FIRST FOUNDATION ADVISORS	$2.4M	17,500	0	no change
282	Diversified Trust Co	$2.4M	17,468	+12,623	add
283	MML INVESTORS SERVICES, LLC	$2.3M	17,268	+8,494	add
284	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.3M	19,470	+14,066	add
285	CSS LLC/IL	$2.3M	17,097	−21,226	trim
286	Trust Investment Advisors	$2.3M	17,026	+740	add
287	PRUDENTIAL PLC	$2.3M	16,820	+2,716	add
288	FLORIDA FINANCIAL ADVISORS, LLC	$2.3M	16,744	+3,608	add
289	SteelPeak Wealth, LLC	$2.3M	16,682	+16,682	new
290	Candriam S.C.A.	$2.2M	16,322	−307	trim
291	LBP AM SA	$2.2M	16,283	+16,283	new
292	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.2M	16,249	+11,777	add
293	Skandinaviska Enskilda Banken AB (publ)	$2.2M	16,200	−42,188	trim
294	Investment Management Corp of Ontario	$2.2M	16,100	+1,100	add
295	BANK OF NOVA SCOTIA	$2.2M	16,035	−99,896	trim
296	Cypress Wealth Services, LLC	$2.1M	15,707	+3,038	add
297	Worth Financial Advisory Group, LLC	$2.1M	827	+827	new
298	M.E. ALLISON & CO., INC.	$2.1M	15,575	−19,550	trim
299	DAYMARK WEALTH PARTNERS, LLC	$2.1M	15,486	+1,455	add
300	FCG Investment Co	$2.1M	15,385	—	no prior
301	CAXTON ASSOCIATES LLP	$2.0M	15,056	+15,056	new
302	Harvest Investment Services, LLC	$2.0M	15,027	+15,027	new
303	ASR Vermogensbeheer N.V.	$2.0M	15,008	+1,957	add
304	SCALAR GAUGE MANAGEMENT, LLC	$2.0M	15,000	+15,000	new
305	Empowered Funds, LLC	$2.0M	14,826	+14,826	new
306	MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV	$1.9M	14,334	−2	trim
307	Moors & Cabot, Inc.	$1.9M	14,045	+295	add
308	Pacific Point Advisors, LLC	$1.9M	14,000	+4,000	add
309	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.9M	6,579	+6,579	new
310	David J Yvars Group	$1.9M	13,703	+1,378	add
311	Gerber Kawasaki Wealth & Investment Management	$1.8M	9,136	+3,724	add
312	Sovran Advisors, LLC	$1.8M	6,423	−291	trim
313	QRG CAPITAL MANAGEMENT, INC.	$1.8M	13,163	+6,785	add
314	MRP Capital Investments, LLC	$1.8M	13,115	+2,265	add
315	ARDSLEY ADVISORY PARTNERS LP	$1.8M	13,000	−38,000	trim
316	Abel Hall, LLC	$1.7M	12,816	+2,054	add
317	Joule Financial, LLC	$1.7M	12,742	−6,292	trim
318	ABN AMRO INVESTMENT SOLUTIONS	$1.7M	12,508	+458	add
319	Oak Harvest Investment Services	$1.7M	12,462	+12,462	new
320	BLUE JEAN FINANCIAL LLC	$1.7M	12,396	+12,396	new
321	Fideuram Asset Management (Ireland) dac	$1.7M	11,685	−14,878	trim
322	Clearstead Advisors, LLC	$1.6M	12,017	−1,307	trim
323	Militia Capital Management LLC	$1.6M	12,000	—	no prior
324	Osmosis Investment Management UK Ltd	$1.6M	11,758	+8,134	add
325	Diametric Capital, LP	$1.6M	11,566	−3,942	trim
326	World Investment Advisors	$1.6M	11,488	−1,307	trim
327	Vestmark Advisory Solutions, Inc.	$1.5M	11,254	+5,959	add
328	ALTFEST L J & CO INC	$1.5M	11,193	+11,193	new
329	Delta Global Management LP	$1.5M	11,113	+11,113	new
330	Calamos Advisors LLC	$1.5M	11,105	+7,805	add
331	Cresset Asset Management, LLC	$1.5M	11,056	+131	add
332	Brookstone Capital Management	$1.5M	10,731	+10,731	new
333	Federation des caisses Desjardins du Quebec	$1.4M	10,696	−16,842	trim
334	Bosman Wealth Management, LLC	$1.4M	10,693	+10,693	new
335	Orion Capital Management LLC	$1.4M	10,685	−1,398	trim
336	Parisi Gray Wealth Management	$1.4M	10,373	+6,465	add
337	US BANCORP \DE\	$1.4M	10,146	−755	trim
338	StoneCrest Wealth Management, Inc.	$1.4M	10,143	+3,197	add
339	Ridge Creek Global, Inc	$1.4M	10,043	0	no change
340	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.3M	9,867	+9,867	new
341	Private Advisor Group, LLC	$1.3M	9,831	+3,897	add
342	Generali Asset Management SPA SGR	$1.3M	9,814	+9,814	new
343	Inspire Investing, LLC	$1.3M	9,561	+5,782	add
344	SBI Securities Co., Ltd.	$1.3M	9,504	−752	trim
345	Dai-ichi Life Insurance Company, Ltd	$1.3M	9,479	−461	trim
346	STANCE CAPITAL LLC	$1.3M	9,410	+9,410	new
347	ROYAL LONDON ASSET MANAGEMENT LTD	$1.3M	9,247	−187	trim
348	Range Financial Group LLC	$1.2M	9,215	+9,215	new
349	PRELUDE CAPITAL MANAGEMENT, LLC	$1.2M	9,065	−104,142	trim
350	Lido Advisors, LLC	$1.2M	8,939	−4,716	trim
351	Jefferies Financial Group Inc.	$1.2M	8,824	+8,823	add
352	Woodline Partners LP	$1.2M	8,795	+4,699	add
353	CHESAPEAKE CAPITAL CORP /IL/	$1.2M	8,776	0	no change
354	Union Bancaire Privee, UBP SA	$1.2M	10,328	−38,294	trim
355	ALPS ADVISORS INC	$1.2M	8,566	−1,870	trim
356	FIDELIS CAPITAL PARTNERS, LLC	$1.2M	8,564	+8,564	new
357	Mutual Advisors, LLC	$1.2M	8,547	+676	add
358	Alphadyne Asset Management LP	$1.2M	8,546	+8,546	new
359	Numerai GP LLC	$1.2M	8,537	+4,504	add
360	Stratos Wealth Partners, LTD.	$1.2M	8,494	+1,924	add
361	Geneos Wealth Management Inc.	$1.1M	8,421	+6,562	add
362	Robertson Stephens Wealth Management, LLC	$1.1M	8,399	−330	trim
363	GLENMEDE TRUST CO NA	$1.1M	8,382	+55	add
364	Aberdeen Group plc	$1.1M	8,333	+4,883	add
365	VestGen Advisors, LLC	$1.1M	4,005	+4,005	new
366	Saudi Central Bank	$1.1M	8,293	+8,293	new
367	Chesley Taft & Associates LLC	$1.1M	8,245	−2,214	trim
368	OneDigital Investment Advisors LLC	$1.1M	8,213	+2,671	add
369	Bay Rivers Group	$1.1M	8,145	+338	add
370	M & L Capital Management Ltd	$1.1M	8,100	+8,100	new
371	Bannerstone Capital Management, LLC	$1.1M	8,082	—	no prior
372	QP WEALTH MANAGEMENT, LLC	$1.1M	8,067	+8,067	new
373	BARTLETT & CO. WEALTH MANAGEMENT LLC	$1.1M	3,785	−83	trim
374	VIRTUS ADVISERS, LLC	$1.1M	8,060	+2,990	add
375	Black Swift Group, LLC	$1.1M	8,050	+8,050	new
376	Wealthspire Advisors, LLC	$1.1M	7,989	+2,677	add
377	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.1M	7,866	−147	trim
378	SeaBridge Investment Advisors LLC	$1.1M	7,852	0	no change
379	&PARTNERS	$1.1M	7,754	−10,329	trim
380	IAM Advisory, LLC	$1.0M	7,648	+7,648	new
381	Apella Capital, LLC	$1.0M	4,950	+4,950	new
382	Chicago Partners Investment Group LLC	$1.0M	4,450	+348	add
383	EXCHANGE TRADED CONCEPTS, LLC	$1.0M	7,511	−5,461	trim
384	Wilmington Savings Fund Society, FSB	$978K	7,215	+772	add
385	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	$962K	7,100	+7,100	new
386	Blueshift Asset Management, LLC	$958K	7,071	+7,071	new
387	FLPUTNAM INVESTMENT MANAGEMENT CO	$949K	7,003	−2,452	trim
388	K.J. Harrison & Partners Inc	$948K	7,000	−10,000	trim
389	Alight Capital Management LP	$948K	7,000	−3,000	trim
390	RITHOLTZ WEALTH MANAGEMENT	$934K	6,896	+1,131	add
391	Assenagon Asset Management S.A.	$929K	6,857	+716	add
392	Caprock Group, LLC	$913K	6,738	+1,077	add
393	Banque Cantonale Vaudoise	$912K	6,736	+3,133	add
394	FIDUCIARY TRUST CO	$911K	6,720	+139	add
395	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$908K	6,703	+634	add
396	Snowden Capital Advisors LLC	$903K	6,667	−298	trim
397	Banque Transatlantique SA	$902K	6,654	+6,144	add
398	LMR Partners LLP	$881K	6,500	+6,500	new
399	LAZARI CAPITAL MANAGEMENT, INC.	$880K	6,494	+100	add
400	Avanza Fonder AB	$873K	6,445	−6,447	trim
401	CWM, LLC	$832K	6,139	−155	trim
402	F/m Investments LLC	$824K	6,083	+777	add
403	Steward Partners Investment Advisory, LLC	$814K	6,006	−383	trim
404	Sequoia Financial Advisors, LLC	$797K	5,882	+3,083	add
405	Seelaus Asset Management LLC	$789K	5,821	−75	trim
406	MAI Capital Management	$784K	5,788	+141	add
407	Foster Victor Wealth Advisors, LLC	$779K	3,558	0	no change
408	Lighthouse Investment Partners, LLC	$770K	5,685	+5,685	new
409	Altshuler Shaham Ltd	$762K	5,623	+563	add
410	Fieldview Capital Management, LLC	$762K	5,622	+5,622	new
411	CFO4Life Group, LLC	$751K	5,541	−1,001	trim
412	Ashton Thomas Private Wealth, LLC	$748K	5,522	+16	add
413	ExodusPoint Capital Management, LP	$747K	5,514	−121,405	trim
414	Straight Path Wealth Management	$745K	5,500	0	no change
415	MRA Advisory Group	$738K	5,446	+237	add
416	Brooklyn Investment Group	$737K	5,440	+749	add
417	INDEPENDENT FINANCIAL GROUP, LLC	$735K	5,427	—	no prior
418	CITIZENS FINANCIAL GROUP INC/RI	$733K	5,413	−175	trim
419	New Paradigm Capital Management, LLC	$732K	5,400	—	no prior
420	B. Metzler seel. Sohn & Co. AG	$713K	5,263	0	no change
421	AIGEN INVESTMENT MANAGEMENT, LP	$706K	5,214	+2,899	add
422	T3 Companies, LLC	$705K	5,205	+5,205	new
423	Aspiring Ventures, LLC	$693K	5,112	+112	add
424	Cornerstone Wealth Group, LLC	$691K	3,126	+88	add
425	Regal Investment Advisors LLC	$686K	5,062	+5,062	new
426	MONECO ADVISORS, LLC	$680K	5,022	+5,022	new
427	OLD MISSION CAPITAL LLC	$678K	5,007	+5,007	new
428	Gruss & Co., LLC	$677K	5,000	−500	trim
429	Summit Financial, LLC	$670K	4,944	+4,944	new
430	Roberts Wealth Advisors, LLC	$664K	4,899	−859	trim
431	Rakuten Securities, Inc.	$661K	4,875	−2,815	trim
432	R Squared Ltd	$656K	4,841	−3,047	trim
433	Metis Global Partners, LLC	$655K	4,831	+4,831	new
434	Krilogy Financial LLC	$648K	3,087	+253	add
435	Essex LLC	$644K	4,755	0	no change
436	FORTEM FINANCIAL GROUP, LLC	$644K	4,750	+500	add
437	INSIGNEO ADVISORY SERVICES, LLC	$643K	4,749	+273	add
438	GREAT VALLEY ADVISOR GROUP, INC.	$638K	4,704	+4,704	new
439	71 West Capital Partners	$631K	4,660	+4,660	new
440	Warren Street Wealth Advisors, LLC	$626K	4,620	+4,620	new
441	Western Wealth Management, LLC	$624K	4,604	+4,604	new
442	Oak Grove Capital LLC	$623K	4,600	+4,600	new
443	Centric Wealth Management	$620K	2,148	0	no change
444	Avior Wealth Management, LLC	$619K	4,570	+12	add
445	INCEPTIONR LLC	$615K	4,538	+4,538	new
446	ACT CAPITAL MANAGEMENT, LLC	$610K	4,500	−8,500	trim
447	UniSuper Management Pty Ltd	$610K	4,500	0	no change
448	Visionary Wealth Advisors	$608K	4,488	−2,348	trim
449	Qsemble Capital Management, LP	$605K	4,468	−21,105	trim
450	Concentric Capital Strategies, LP	$605K	4,463	−98,993	trim
451	SHEETS SMITH WEALTH MANAGEMENT	$602K	4,445	+4,445	new
452	XTX Topco Ltd	$599K	4,421	−38,612	trim
453	Q Fund Management (Hong Kong) Ltd	$583K	4,300	+4,300	new
454	CHOREO, LLC	$576K	4,248	+1,369	add
455	SAGE RHINO CAPITAL LLC	$550K	4,056	−1,580	trim
456	Merit Financial Group, LLC	$549K	4,049	+326	add
457	Total Clarity Wealth Management, Inc.	$543K	4,004	−3,517	trim
458	Patriot Financial Group Insurance Agency, LLC	$542K	4,002	+4,002	new
459	Wakefield Asset Management LLLP	$542K	4,000	0	no change
460	Atom Investors LP	$535K	3,952	−42,342	trim
461	FOUNDATIONS INVESTMENT ADVISORS, LLC	$532K	3,924	+3,924	new
462	PROFUND ADVISORS LLC	$530K	3,912	−335	trim
463	KMG FIDUCIARY PARTNERS, LLC	$529K	3,907	−350	trim
464	CTC Alternative Strategies, Ltd.	$528K	3,900	+3,900	new
465	Flaharty Asset Management, LLC	$528K	3,900	+1,100	add
466	Callan Family Office, LLC	$520K	3,838	+462	add
467	ABS Direct Equity Fund LLC	$520K	1,800	+1,800	new
468	Capital CS Group, LLC	$511K	3,770	+3,770	new
469	Focus Financial Network, Inc.	$501K	3,696	+3,696	new
470	Integrated Advisors Network LLC	$500K	3,690	−514	trim
471	GWN SECURITIES INC.	$500K	3,690	+228	add
472	NewEdge Wealth, LLC	$499K	3,685	−3,207	trim
473	Bedell Frazier Investment Counselling, LLC	$498K	3,678	−692	trim
474	Robeco Institutional Asset Management B.V.	$497K	3,666	+3,666	new
475	Apollon Wealth Management, LLC	$496K	3,663	+792	add
476	MASTERINVEST Kapitalanlage GmbH	$491K	3,625	+3,625	new
477	LINCOLN CAPITAL CORP	$486K	3,590	+3,590	new
478	Wealthcare Advisory Partners LLC	$482K	3,554	−102	trim
479	STEPHENS INC /AR/	$477K	3,524	+308	add
480	AE Wealth Management LLC	$477K	3,518	+519	add
481	Heron Bay Capital Management	$476K	3,512	0	no change
482	Bragg Financial Advisors, Inc	$474K	3,500	−4,000	trim
483	Adams Wealth Management	$474K	3,500	0	no change
484	CacheTech Inc.	$474K	3,500	0	no change
485	Global Trust Asset Management, LLC	$467K	3,445	0	no change
486	Compound Planning, Inc.	$467K	3,445	+38	add
487	HB Wealth Management, LLC	$466K	3,442	+54	add
488	B. Riley Wealth Advisors, Inc.	$464K	3,881	−887	trim
489	Sovereign Financial Group, Inc.	$462K	3,411	+1,079	add
490	CAPSTONE INVESTMENT ADVISORS, LLC	$460K	3,392	−10,022	trim
491	Lombard Odier Asset Management (Switzerland) SA	$459K	3,389	+3,389	new
492	DRW Securities, LLC	$454K	3,350	+3,350	new
493	Perpetual Ltd	$454K	3,348	−624	trim
494	TEACHER RETIREMENT SYSTEM OF TEXAS	$452K	3,339	−4,005	trim
495	FIRST NATIONAL TRUST CO	$447K	3,300	−2,000	trim
496	PDT Partners, LLC	$447K	3,300	0	no change
497	CIDEL ASSET MANAGEMENT INC	$445K	3,281	+3,281	new
498	Fortitude Advisory Group L.L.C.	$440K	3,245	0	no change
499	Siemens Fonds Invest GmbH	$439K	3,243	+141	add
500	Concorde Asset Management, LLC	$436K	3,217	+183	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Nancy Pelosi D–CA-11 $3M–$12M
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Moore Capital Management, Caxton Associates $13.4M held
Trimming: 4 Bridgewater Associates, Duquesne Family Office, Gotham Asset Management, Altimeter Capital $6.2M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BLOOM ENERGY CORP

Merged timeline of congressional filings and notable-manager moves on BE
Date	Who	Change	Size
2026-08-21	Nancy Pelosi Congress	Purchase	$500K–$1M
2026-08-21	Nancy Pelosi Congress	Purchase	$500K–$1M
2026-08-21	Nancy Pelosi Congress	Purchase	$1M–$5M
2026-08-21	Nancy Pelosi Congress	Purchase	$1M–$5M
2026-05-15	Moore Capital Management 13F	new	+83,500 sh
2026-05-15	Bridgewater Associates 13F	trim	−18,344 sh
2026-05-15	Duquesne Family Office 13F	trim	−604,225 sh
2026-05-15	Gotham Asset Management 13F	exit	−48,519 sh
2026-05-15	Altimeter Capital 13F	exit	−260,730 sh
2026-05-14	Caxton Associates 13F	new	+15,056 sh

10 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

3 members of Congress disclosed BE — the congressional view ↗