Bloom Energy Corp (BE) shareholders
BENYSEElectrical Industrial ApparatusFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 22, 2026Score 10/30390% above fair value
$201.93−7.54 (-3.60%)
Close on Nov 12, 2026Market cap $59.70BP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
78.3%
232M of 296M shares
Institutional holders
1,278
389 new, 79 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
0 buys · 53 sales
Net sold $149.61M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 22,229,157 | 7.50% | 13G (passive) amendment | Sep 30, 2026 |
| Vanguard Capital Management | 21,769,591 | 7.39% | 13G (passive) | Sep 30, 2026 |
| Ameriprise Financial, Inc. Joint filing with Columbia Management Investment Advisers, LLC (6.00%) | 18,231,962 | 6.40% | 13G (passive) amendment | Jun 30, 2026 |
| SK ecoplant Co., Ltd. Joint filing with Econovation, LLC (5.80%) | 13,491,701 | 5.80% | 13D (active) amendment | Jul 10, 2025 |
| D. E. Shaw & Co., L.P. Joint filing with David E. Shaw (5.30%) | 12,449,304 | 5.30% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,442,336 | 6.24% | $5.58B | −6,618,470 | 0.08% |
| Ameriprise Financial Inc | 18,134,575 | 6.13% | $5.49B | −4,754,452 | 1.11% |
| Goldman Sachs Group Inc | 13,950,652 | 4.72% | $4.22B | +4,830,139 | 0.37% |
| Vanguard Portfolio Management LLC | 12,549,603 | 4.24% | $3.80B | −280,178 | 0.17% |
| Vanguard Capital Management LLC | 12,082,447 | 4.09% | $3.66B | +285,629 | 0.08% |
| JPMorgan Chase & Co | 8,085,893 | 2.73% | $2.22B | +6,365,170 | 0.12% |
| Morgan Stanley | 7,313,415 | 2.47% | $2.21B | −330,819 | 0.12% |
| State Street Corp | 6,315,431 | 2.14% | $1.91B | −158,186 | 0.06% |
| Situational Awareness LP | 6,272,808 | 2.12% | $1.90B | −212,600 | 9.38% |
| Value Aligned Research Advisors, LLC | 5,585,179 | 1.89% | $1.69B | +1,000,448 | 4.21% |
| Graticule Asia Macro Advisors LLC | 4,207,505 | 1.42% | $1.27B | −335,700 | 95.51% |
| Jane Street Group, LLC | 4,168,454 | 1.41% | $1.26B | −753,837 | 0.10% |
| D. E. Shaw & Co., Inc. | 4,158,295 | 1.41% | $1.26B | −51,162 | 0.60% |
| Geode Capital Management, LLC | 3,793,446 | 1.28% | $1.15B | −2,153,630 | 0.06% |
| Norges Bank | 3,297,042 | 1.12% | $998.01M | New | 0.10% |
| Sands Capital Management, LLC | 2,926,558 | 0.99% | $885.87M | +1,147,520 | 3.29% |
| Jennison Associates LLC | 2,554,512 | 0.86% | $773.25M | −132,517 | 0.46% |
| Millennium Management LLC | 2,522,461 | 0.85% | $763.55M | +2,135,300 | 0.28% |
| Capital World Investors | 2,343,758 | 0.79% | $709.46M | +504,924 | 0.08% |
| Franklin Resources Inc | 2,103,658 | 0.71% | $636.78M | −652,346 | 0.14% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,278 | 232M | 78.3% | 389 / 411 | 387 / 79 | 42M | 45M |
| Q1 2026 | 984 | 241M | 81.5% | 288 / 344 | 272 / 93 | 70M | 45M |
| Q4 2025 | 799 | 237M | 80.2% | 292 / 243 | 211 / 79 | 58M | 42M |
| Q3 2025 | 600 | 221M | 74.9% | 262 / 143 | 145 / 46 | 64M | 53M |
| Q2 2025 | 386 | 210M | 71.1% | 83 / 130 | 121 / 63 | 37M | 34M |
| Q1 2025 | 369 | 207M | 69.9% | 68 / 137 | 115 / 65 | 34M | 15M |
| Q4 2024 | 370 | 190M | 64.3% | 113 / 96 | 105 / 55 | 37M | 35M |
| Q3 2024 | 316 | 188M | 63.6% | 54 / 104 | 95 / 49 | 28M | 19M |
| Q2 2024 | 315 | 194M | 65.7% | 69 / 96 | 89 / 43 | 34M | 29M |
| Q1 2024 | 291 | 190M | 64.2% | 44 / 98 | 89 / 51 | 27M | 22M |
| Q4 2023 | 300 | 184M | 62.3% | 44 / 96 | 100 / 53 | 39M | 19M |
| Q3 2023 | 311 | 164M | 55.4% | 41 / 117 | 77 / 37 | 18M | 11M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
648 funds held BE in Q2 2026, 44% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | 10,123,905 | 3.42% | $2.89B | 10.24% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 8,578,620 | 2.90% | $2.60B | 0.11% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 5,855,157 | 1.98% | $1.77B | 0.79% | Jun 30, 2026 |
| Vanguard Growth Index Fund | 3,043,815 | 1.03% | $921.36M | 0.24% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 3,000,850 | 1.01% | $908.36M | 0.93% | Jun 30, 2026 |
| JPMorgan Large Cap Growth Fund | 2,417,080 | 0.82% | $731.65M | 0.60% | Jun 30, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 2,069,814 | 0.70% | $626.53M | 1.80% | Jun 30, 2026 |
| Franklin Dynatech Fund | 1,800,000 | 0.61% | $544.86M | 1.80% | Jun 30, 2026 |
| Columbia Seligman Global Technology Fund | 1,737,847 | 0.59% | $357.67M | 8.02% | Jul 31, 2026 |
| SMALLCAP World Fund Inc | 1,616,379 | 0.55% | $489.28M | 0.52% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 1,331,350 | 0.45% | $379.43M | 0.89% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 1,123,620 | 0.38% | $320.23M | 1.83% | May 31, 2026 |
| iShares Russell 1000 Growth ETF | 1,025,044 | 0.35% | $310.28M | 0.24% | Jun 30, 2026 |
| Fullerthaler Behavioral Small-Cap Growth | 975,860 | 0.33% | $295.39M | 4.78% | Jun 30, 2026 |
| iShares MSCI USA Momentum Factor ETF | 809,366 | 0.27% | $166.58M | 0.66% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| KR Sridhar | Chairman & CEO, Director | 6,496,934 | 2.20% | Sep 3, 2026 |
| Aman Joshi | Chief Commercial Officer | 322,800 | 0.11% | Oct 2, 2026 |
| Maciej Kurzymski | Chief Accounting Officer | 159,336 | 0.05% | Sep 18, 2026 |
| Satish Chitoori | Chief Operations Officer | 412,748 | 0.14% | Sep 18, 2026 |
| Shawn Marie Soderberg | See Remarks | 945,069 | 0.32% | Sep 18, 2026 |
| Simon Stephen Edwards | Chief Financial Officer | 35,000 | 0.01% | Aug 31, 2026 |
| Barbara J. Burger | Director | 75,547 | 0.03% | Nov 5, 2026 |
| John T. Chambers | Director | 770,612 | 0.26% | Nov 3, 2026 |
| Cynthia J. Warner | Director | 69,797 | 0.02% | Oct 2, 2026 |
| Jeffrey R. Immelt | Director | 432,482 | 0.15% | Oct 2, 2026 |
| Michael J. Boskin | Director | 102,898 | 0.03% | May 26, 2026 |
| Eddy Zervigon | Director | 78,101 | 0.03% | May 26, 2026 |
| Jim H. Snabe | Director | 1,463 | 0.00% | May 26, 2026 |
| Gary S. Pinkus | Director | 15,089 | 0.01% | May 26, 2026 |
| Mary K. Bush | Director | 106,087 | 0.04% | May 26, 2026 |
| SK ecoplant Co., Ltd. | 10% owner | 23,491,701 | 7.95% | Jul 14, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Barbara J. Burger Director | Nov 3, 2026 | Sale(10b5-1 plan) | −2,333 | $215.05 | $501.71K | 36,607 |
| John T. Chambers Director | Nov 2, 2026 | Sale(10b5-1 plan) | −8,828 | $203.43 | $1.80M | 199,505 |
| Aman Joshi Chief Commercial Officer | Oct 1, 2026 | Sale(10b5-1 plan) | −8,437 | $277.17 | $2.34M | 147,092 |
| Jeffrey R. Immelt Director | Sep 30, 2026 | Award | +81 | $276.98 | $22.44K | 201,324 |
| Cynthia J. Warner Director | Sep 30, 2026 | Award | +83 | $276.98 | $22.99K | 34,978 |
| Shawn Marie Soderberg See Remarks | Sep 16, 2026 | Sale(10b5-1 plan) | −2,870 | $270.07 | $775.10K | 126,500 |
| Satish Chitoori Chief Operations Officer | Sep 16, 2026 | Sale(10b5-1 plan) | −2,870 | $270.06 | $775.07K | 202,494 |
| Maciej Kurzymski Chief Accounting Officer | Sep 16, 2026 | Sale | −2,295 | $268.42 | $616.02K | 77,391 |
| Aman Joshi Chief Commercial Officer | Sep 16, 2026 | Sale(10b5-1 plan) | −3,601 | $269.94 | $972.05K | 155,529 |
| KR Sridhar Chairman & CEO, Director | Sep 1, 2026 | Option exercise | +9,688 | $30.96 | $299.94K | 2,291,508 |
| KR Sridhar Chairman & CEO, Director | Aug 31, 2026 | Gift | −300,000 | – | – | 2,281,820 |
| Simon Stephen Edwards Chief Financial Officer | Aug 27, 2026 | Award | +15,000 | – | – | 25,000 |
| Jeffrey R. Immelt Director | Aug 17, 2026 | Sale(10b5-1 plan) | −30,000 | $238.91 | $7.17M | 201,243 |
| Aman Joshi Chief Commercial Officer | Aug 14, 2026 | Sale(10b5-1 plan) | −4,677 | $241.75 | $1.13M | 159,130 |
| Satish Chitoori Chief Operations Officer | Aug 14, 2026 | Sale(10b5-1 plan) | −2,053 | $241.64 | $496.09K | 205,364 |
| Shawn Marie Soderberg See Remarks | Aug 14, 2026 | Sale | −2,895 | $233.60 | $676.27K | 129,370 |
| John T. Chambers Director | Aug 13, 2026 | Sale(10b5-1 plan) | −15,000 | $250.00 | $3.75M | 208,333 |
| John T. Chambers Director | Aug 3, 2026 | Sale(10b5-1 plan) | −15,000 | $205.58 | $3.08M | 223,333 |
| Aman Joshi Chief Commercial Officer | Jul 1, 2026 | Sale(10b5-1 plan) | −8,343 | $300.37 | $2.51M | 163,807 |
| Cynthia J. Warner Director | Jun 30, 2026 | Award | +76 | $302.70 | $23.01K | 34,895 |
| Jeffrey R. Immelt Director | Jun 30, 2026 | Award | +85 | $302.70 | $25.73K | 231,243 |
| Aman Joshi Chief Commercial Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −3,558 | $289.14 | $1.03M | 172,150 |
| Shawn Marie Soderberg See Remarks | Jun 16, 2026 | Sale | −2,842 | $288.63 | $820.29K | 132,265 |
| Maciej Kurzymski Chief Accounting Officer | Jun 16, 2026 | Sale | −2,259 | $288.62 | $651.99K | 79,686 |
| Satish Chitoori Chief Operations Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −2,837 | $289.11 | $820.21K | 207,417 |
| John T. Chambers Director | May 28, 2026 | Sale(10b5-1 plan) | −55,000 | $297.69 | $16.37M | 238,333 |
| Eddy Zervigon Director | May 21, 2026 | Award | +1,063 | – | – | 72,101 |
| Mary K. Bush Director | May 21, 2026 | Award | +1,063 | – | – | 106,087 |
| John T. Chambers Director | May 21, 2026 | Award | +1,063 | – | – | 138,887 |
| Michael J. Boskin Director | May 21, 2026 | Award | +1,063 | – | – | 102,898 |
| Gary S. Pinkus Director | May 21, 2026 | Award | +1,063 | – | – | 15,089 |
| Jeffrey R. Immelt Director | May 21, 2026 | Award | +1,417 | – | – | 231,158 |
| Jim H. Snabe Director | May 21, 2026 | Award | +1,063 | – | – | 1,463 |
| Cynthia J. Warner Director | May 21, 2026 | Award | +1,063 | – | – | 34,819 |
| Barbara J. Burger Director | May 21, 2026 | Award | +1,063 | – | – | 38,940 |
| Simon Stephen Edwards Chief Financial Officer | May 20, 2026 | Award | +10,000 | – | – | 10,000 |
| KR Sridhar Chairman & CEO, Director | May 19, 2026 | Option exercise | +80,000 | – | – | 2,569,869 |
| Shawn Marie Soderberg See Remarks | May 18, 2026 | Sale(10b5-1 plan) | −2,746 | $259.42 | $712.37K | 135,107 |
| Aman Joshi Chief Commercial Officer | May 14, 2026 | Sale(10b5-1 plan) | −4,813 | $288.20 | $1.39M | 175,708 |
| Mary K. Bush Director | May 14, 2026 | Gift | −3,500 | – | – | 105,024 |
| Shawn Marie Soderberg See Remarks | May 14, 2026 | Sale(10b5-1 plan) | −2,879 | $288.10 | $829.44K | 137,853 |
| Satish Chitoori Chief Operations Officer | May 14, 2026 | Sale(10b5-1 plan) | −2,111 | $288.24 | $608.47K | 210,254 |
| Maciej Kurzymski Chief Accounting Officer | May 13, 2026 | Sale | −6,229 | $293.36 | $1.83M | 81,945 |
| Mary K. Bush Director | May 7, 2026 | Sale | −25,000 | $266.96 | $6.67M | 108,524 |
| Shawn Marie Soderberg See Remarks | Apr 29, 2026 | Sale(10b5-1 plan) | −35,000 | $279.00 | $9.77M | 341,731 |
| Shawn Marie Soderberg See Remarks | Apr 15, 2026 | Sale(10b5-1 plan) | −25,000 | $225.13 | $5.63M | 140,732 |
| Shawn Marie Soderberg See Remarks | Apr 14, 2026 | Sale(10b5-1 plan) | −30,000 | $204.23 | $6.13M | 165,732 |
| Satish Chitoori Chief Operations Officer | Apr 14, 2026 | Sale(10b5-1 plan) | −20,000 | $204.23 | $4.08M | 212,365 |
| Aman Joshi Chief Commercial Officer | Apr 1, 2026 | Sale(10b5-1 plan) | −10,000 | $135.88 | $1.36M | 180,521 |
| Jeffrey R. Immelt Director | Mar 31, 2026 | Award | +212 | $135.49 | $28.72K | 229,741 |
| Cynthia J. Warner Director | Mar 31, 2026 | Award | +166 | $135.49 | $22.49K | 33,756 |
| Maciej Kurzymski Chief Accounting Officer | Mar 24, 2026 | Award | +3,880 | – | – | 88,174 |
| Shawn Marie Soderberg See Remarks | Mar 19, 2026 | Sale(10b5-1 plan) | −15,410 | $150.47 | $2.32M | 195,732 |
| Shawn Marie Soderberg See Remarks | Mar 17, 2026 | Sale(10b5-1 plan) | −13,074 | $153.44 | $2.01M | 211,142 |
| Aman Joshi Chief Commercial Officer | Mar 16, 2026 | Sale(10b5-1 plan) | −19,944 | $154.85 | $3.09M | 190,521 |
| Shawn Marie Soderberg See Remarks | Mar 16, 2026 | Sale(10b5-1 plan) | −13,901 | $152.59 | $2.12M | 240,122 |
| Shawn Marie Soderberg See Remarks | Mar 16, 2026 | Sale(10b5-1 plan) | −15,906 | $154.82 | $2.46M | 224,216 |
| Maciej Kurzymski See Remarks | Mar 16, 2026 | Sale | −7,800 | $151.85 | $1.18M | 84,294 |
| Satish Chitoori Chief Operations Officer | Mar 16, 2026 | Sale(10b5-1 plan) | −3,042 | $152.59 | $464.18K | 248,287 |
| Satish Chitoori Chief Operations Officer | Mar 16, 2026 | Sale(10b5-1 plan) | −15,922 | $154.81 | $2.46M | 232,365 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
6.44%
18M shares short
Days to cover
1.1
At 17M shares a day
Change since last report
+2.9%
From 17M shares
Short volume, 20 days
50.7%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Bloom Energy's stock actually held short. Settlement fails (shares not delivered on time) peaked at 973,060 shares on Sep 21, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Barbara J. Burger Director | Nov 3, 2026 | 9,333 | $1.83M | Nov 3, 2026 | Transfer |
| Jc2 Investments, LLC Director | Nov 2, 2026 | 8,828 | $1.79M | Nov 2, 2026 | Open Market Purchase |
| Aman Joshi Officer | Oct 1, 2026 | 8,437 | $2.34M | Oct 1, 2026 | Restricted Stock Units |
| Maciej Kurzymski Officer | Sep 16, 2026 | 2,295 | $616.03K | Sep 16, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Aman Joshi Officer | Sep 16, 2026 | 3,601 | $933.92K | Sep 16, 2026 | Restricted Stock Units |
| Satish Chitoori Officer | Sep 16, 2026 | 2,870 | $744.33K | Sep 16, 2026 | Restricted Stock Units |
| Shawn Marie Soderberg Officer | Sep 16, 2026 | 2,870 | $744.33K | Sep 16, 2026 | Restricted Stock Units |
| Jeffrey R. Immelt Director | Aug 17, 2026 | 30,000 | $7.17M | Aug 17, 2026 | OPEN MARKET |
| Shawn Marie Soderberg Officer | Aug 14, 2026 | 2,895 | $676.29K | Aug 14, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Aman Joshi Officer | Aug 14, 2026 | 4,677 | $1.10M | Aug 14, 2026 | Restricted Stock Units |
| Satish Chitoori Officer | Aug 14, 2026 | 2,053 | $484.96K | Aug 14, 2026 | Restricted Stock Units |
| Jc2 Investments, LLC Director | Aug 13, 2026 | 15,000 | $3.56M | Aug 13, 2026 | Open Market Purchase |
| Jc2 Investments, LLC Director | Aug 3, 2026 | 15,000 | $3.09M | Aug 3, 2026 | Open Market Purchase |
| Aman Joshi Officer | Jul 1, 2026 | 8,343 | $2.53M | Jul 1, 2026 | Restricted Stock Units |
| Satish Chitoori Officer | Jun 16, 2026 | 2,837 | $778.76K | Jun 16, 2026 | Restricted Stock Units |
See a number that looks wrong?