Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 736 holders are listed, largest first: 736
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $27.4B
holders whose share count rose or who opened the position (new + add), by shares: 465
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 93

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

Newest 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 2026-07-03 → 2026-10-01 · 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	BUY	$500K–$1M
2026-08-21	Nancy Pelosi Congress	BUY	$500K–$1M
2026-08-21	Nancy Pelosi Congress	BUY	$1M–$5M
2026-08-21	Nancy Pelosi Congress	BUY	$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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

3 members of Congress disclosed BE — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).