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BE · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BEGEV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BE
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterBEGEV
Q3 20207 holders, $129mnone listed holders, n.a.
Q4 20205 holders, $43mnone listed holders, n.a.
Q1 20213 holders, $25mnone listed holders, n.a.
Q2 20213 holders, $6.7mnone listed holders, n.a.
Q3 20211 holders, $19mnone listed holders, n.a.
Q4 20214 holders, $89mnone listed holders, n.a.
Q1 20224 holders, $81mnone listed holders, n.a.
Q2 20223 holders, $14mnone listed holders, n.a.
Q3 20224 holders, $111mnone listed holders, n.a.
Q4 20222 holders, $72mnone listed holders, n.a.
Q1 20234 holders, $110mnone listed holders, n.a.
Q2 20235 holders, $170mnone listed holders, n.a.
Q3 20236 holders, $128mnone listed holders, n.a.
Q4 20234 holders, $96mnone listed holders, n.a.
Q1 20243 holders, $51m3 holders, $544m
Q2 20246 holders, $136m26 holders, $9.8bn
Q3 20244 holders, $53m31 holders, $11.9bn
Q4 20249 holders, $227m37 holders, $15.3bn
Q1 20258 holders, $408m36 holders, $14.8bn
Q2 202511 holders, $604m36 holders, $26.3bn
Q3 202515 holders, $2.7bn35 holders, $29.5bn
Q4 202522 holders, $2.5bn34 holders, $28.7bn
Q1 202627 holders, $3.8bn31 holders, $36.7bn
Q2 202639 holders, $9.2bn28 holders, $45.0bn
BE

Bloom Energy Corp

Holders
39
Reported value
$9.2bn
Buyers
24
Sellers
23

Breadth +1 among 91 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP
GEV

Ge Vernova Inc

Holders
28
Reported value
$45.0bn
Buyers
13
Sellers
33

Breadth -20 among 91 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q2 2026

Among the 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BE (22)

Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Freestone Grove Partners LP, Jane Street Group LLC, Light Street Capital Management LLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Whale Rock Capital Management LLC

Only GEV (11)

Acadian Asset Management LLC, AllianceBernstein LP, Capital Research Global Investors, Coatue Management LLC, Dodge & Cox, GAMCO Investors Inc, Janus Henderson Group Ltd, Maverick Capital Ltd, Tiger Global Management LLC, Wellington Management Group LLP, Woodline Partners LP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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