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PLUG in the 13F filings

Plug Power Inc · CUSIP 72919P202

Sector · IndustrialsTheme · Industrials and automation· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q3 2023Q2 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 11 Feb 2026
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 0 listed it in both
Shares listed
130,792,362
combined, among listed positions
Reported value
$258m
combined, at the quarter end

Among the 92 comparable managers: 18 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +69,250,308.

Managers listing PLUG in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

24 of 24 holders

ActionFiling
Two Sigma Investments LP28,371,995$56m0.08%Added+17,541,10217 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.22,111,898$44munder 0.1%Added+9,231,81517 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC14,052,600$28munder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC11,234,464$22munder 0.1%Added+7,833,39412 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP11,018,584$22munder 0.1%Added+8,395,80017 Feb 2026 (the filing on sec.gov)
Invesco Ltd10,291,428$20munder 0.1%Added+2,949,39719 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)7,975,021$16munder 0.1%Added+7,915,13117 Feb 2026 (the filing on sec.gov)
Millennium Management LLC6,965,714$14munder 0.1%Trimmed-2,813,12517 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP5,951,138$12munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP5,211,698$10munder 0.1%Added+4,806,37817 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC2,168,121$4.3munder 0.1%Trimmed-971,65017 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP1,172,640$2.3munder 0.1%Added+175,41617 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP1,129,352$2.2munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,058,016$2.1munder 0.1%Added+233,10117 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC490,983$967kunder 0.1%Added+432,23817 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd438,428$866kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP377,552$744kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Caxton Associates LLP230,552$454kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP181,809$358kunder 0.1%Trimmed-376,36617 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP170,364$336kunder 0.1%Trimmed-864,60017 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC71,770$141kunder 0.1%Trimmed-52,61713 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC50,905$100kunder 0.1%Added+12,04227 Oct 2026 (the filing on sec.gov)
Balyasny Asset Management LLC42,592$84kunder 0.1%Added+9,04517 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC24,738$49kunder 0.1%Added+5,31417 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

03581020142020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
PLUG by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20141$4.6mn.a.n.a.
Q4 20161$12mn.a.n.a.
Q2 20171$397kn.a.n.a.
Q3 20171$881kn.a.n.a.
Q4 20171$973kn.a.n.a.
Q3 20191$2.8mn.a.n.a.
Q1 20201$543kn.a.n.a.
Q2 20207$183mn.a.n.a.
Q3 20205$263mn.a.n.a.
Q4 20208$1.3bnn.a.n.a.
Q1 20218$1.7bnn.a.n.a.
Q2 20218$893mn.a.n.a.
Q3 20215$235mn.a.n.a.
Q4 20212$271mn.a.n.a.
Q1 20225$315mn.a.n.a.
Q2 20227$135mn.a.n.a.
Q3 202210$301mn.a.n.a.
Q4 20226$250mn.a.n.a.
Q1 20234$36mn.a.n.a.
Q2 20234$91mn.a.n.a.
Q3 20236$55mn.a.n.a.
Q1 20241$12m10
Q2 20241$6.1m01
Q3 20241$5.9m00
Q4 20241$1.8m11
Q1 20251$5.5m10
Q2 20251$6.1m00
Q3 20251$9.6m00
Q4 20253$105m189
Q1 20265$243m1412
Q2 20262$68m1314

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

PLUG and GE →PLUG and LRCX →PLUG and GEV →Choose a stock to compare with PLUG →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own PLUG, latest filings →Back to the 13F Explorer →