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Funds / institutions · SEC Form 13F

What institutions reported holding

Search 292,522 reported position rows across 20 reporting entities and their collected quarters. Explore the holdings behind the names.

Collection dates and how to read these holdings

Partial manager coverage. Form 13F reports quarter-end holdings, usually filed later; not exact trades, transaction dates, current portfolios or ETF constituent data. Short positions, some securities, confidential holdings and unreviewed amendments may be absent. CUSIP and issuer names are preserved as filed; ticker/issuer-CIK matching is not inferred. Values use the SEC filing-date format (USD from January 3, 2023; thousands of USD before). Available valid filings are searchable even without comparison quarters. Combination reports and confidential-omission flags describe incomplete reported portfolios; only disclosed positions are shown, with no inferred missing holdings. Separate reporting entities remain separate.

47 source-checked filings. A reported portfolio snapshot—not executed trades. Histories may be incomplete; missing data does not mean no holdings. Featured investor names identify associated management firms, not personal portfolios.

  • Third Point LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:43.118Z
  • APPALOOSA LP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:41.303Z
  • VANGUARD GROUP INC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:13:55.910Z
  • TWO SIGMA INVESTMENTS, LP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:27.467Z
  • Pershing Square Capital Management, L.P.: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:37.679Z
  • STATE STREET CORP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:13:58.075Z
  • COATUE MANAGEMENT LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:31.488Z
  • TIGER GLOBAL MANAGEMENT LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:33.886Z
  • RENAISSANCE TECHNOLOGIES LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:25.387Z
  • GOLDMAN SACHS GROUP INC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:08.805Z
  • Bridgewater Associates, LP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:29.574Z
  • Duquesne Family Office LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:45.054Z
  • JPMORGAN CHASE & CO: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:03.721Z
  • TCI FUND MANAGEMENT LTD: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:46.863Z
  • PERSHING SQUARE INC.: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:39.481Z
  • Altimeter Capital Management, LP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:35.674Z
  • MORGAN STANLEY: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:12.934Z
  • FMR LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:00.998Z
  • Berkshire Hathaway Inc: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:13:54.052Z
  • CITADEL ADVISORS LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:21.575Z

Reported positions

292,522 matching source rows · Page 167 of 11,701. A security can appear in multiple quarters or reporting entities.

BLOOM ENERGY CORP

COMMON · CUSIP 093712107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$2,500,116
Reported shares
9091
Source units and reporting details

Value as filed: 2500116 USD. Discretion code: DFND. Filing-local manager numbers: 27. Voting authority: sole 9091, shared 0, none 0.

Included managers attributed to this row:

  • J.P. MORGAN MANSART MANAGEMENT Ltd · 13F file 028-24651

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLOOM ENERGY CORP

COMMON · CUSIP 093712107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$11,528,969
Reported shares
41922
Source units and reporting details

Value as filed: 11528969 USD. Discretion code: DFND. Filing-local manager numbers: 25. Voting authority: sole 41922, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Markets Ltd · 13F file 028-23694

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLOOM ENERGY CORP

COMMON · CUSIP 093712107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$1,431,843,938
Reported shares
5206515
Source units and reporting details

Value as filed: 1431843938 USD. Discretion code: DFND. Filing-local manager numbers: 4. Voting authority: sole 4990252, shared 0, none 216263.

Included managers attributed to this row:

  • J.P. Morgan Investment Management Inc. · 13F file 028-11937

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLOOM ENERGY CORP

COMMON · CUSIP 093712107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$2,404,137
Reported shares
8742
Source units and reporting details

Value as filed: 2404137 USD. Discretion code: DFND. Filing-local manager numbers: 10. Voting authority: sole 8742, shared 0, none 0.

Included managers attributed to this row:

  • JPMorgan Asset Management (Canada) Inc. · 13F file 028-14957

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLOOM ENERGY CORP

COMMON · CUSIP 093712107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$5,920,415
Reported shares
21528
Source units and reporting details

Value as filed: 5920415 USD. Discretion code: DFND. Filing-local manager numbers: 24. Voting authority: sole 21528, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan SE · 13F file 028-23287

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLOOM ENERGY CORP

COMMON · CUSIP 093712107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$34,512,930
Reported shares
125497
Source units and reporting details

Value as filed: 34512930 USD. Discretion code: DFND. Filing-local manager numbers: 8. Voting authority: sole 73445, shared 11168, none 40884.

Included managers attributed to this row:

  • JPMorgan Asset Management (UK) Ltd · 13F file 028-11947

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLOOM ENERGY CORP

COMMON · CUSIP 093712107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$1,037,613
Reported shares
3773
Source units and reporting details

Value as filed: 1037613 USD. Discretion code: DFND. Filing-local manager numbers: 15. Voting authority: sole 3773, shared 0, none 0.

Included managers attributed to this row:

  • JPMorgan Asset Management (Asia Pacific) Ltd · 13F file 028-17029

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLOOM ENERGY CORP

COMMON · CUSIP 093712107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$1,008,462
Reported shares
3667
Source units and reporting details

Value as filed: 1008462 USD. Discretion code: DFND. Filing-local manager numbers: 24. Voting authority: sole 3667, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan SE · 13F file 028-23287

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLOOM ENERGY CORP

COMMON · CUSIP 093712107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$304,550,993
Reported shares
1107417
Source units and reporting details

Value as filed: 304550993 USD. Discretion code: DFND. Filing-local manager numbers: 2. Voting authority: sole 636001, shared 0, none 471416.

Included managers attributed to this row:

  • JPMorgan Chase Bank, N.A. · 13F file 028-00123

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLOOM ENERGY CORP

COMMON · CUSIP 093712107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$649,849
Reported shares
2363
Source units and reporting details

Value as filed: 649849 USD. Discretion code: DFND. Filing-local manager numbers: 18. Voting authority: sole 2363, shared 0, none 0.

Included managers attributed to this row:

  • JPMorgan Asset Management (Taiwan) Ltd · 13F file 028-17031

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLOOM ENERGY CORP

COMMON · CUSIP 093712107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$403,448,415
Reported shares
1467031
Source units and reporting details

Value as filed: 403448415 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 0, shared 0, none 1467031.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLOOM ENERGY CORP

COMMON · CUSIP 093712107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$11,093,078
Reported shares
40337
Source units and reporting details

Value as filed: 11093078 USD. Discretion code: DFND. Filing-local manager numbers: 1. Voting authority: sole 0, shared 0, none 40337.

Included managers attributed to this row:

  • J.P. Morgan Trust Co of Delaware · 13F file 028-12125

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLOOM ENERGY CORP

COMMON · CUSIP 093712107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$907,533
Reported shares
3300
Source units and reporting details

Value as filed: 907533 USD. Discretion code: DFND. Filing-local manager numbers: 2. Voting authority: sole 3300, shared 0, none 0.

Included managers attributed to this row:

  • JPMorgan Chase Bank, N.A. · 13F file 028-00123

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLOOM ENERGY CORP

OPTION · CUSIP 093712907

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$9,212,835
Reported shares
33500 · Call option
Source units and reporting details

Value as filed: 9212835 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 33500, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLOOM ENERGY CORP

OPTION · CUSIP 093712957

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$110,939,034
Reported shares
403400 · Put option
Source units and reporting details

Value as filed: 110939034 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 403400, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLOOMIN BRANDS INC

COMMON · CUSIP 094235108

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$327,488
Reported shares
35752
Source units and reporting details

Value as filed: 327488 USD. Discretion code: DFND. Filing-local manager numbers: 2. Voting authority: sole 0, shared 0, none 35752.

Included managers attributed to this row:

  • JPMorgan Chase Bank, N.A. · 13F file 028-00123

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLOOMIN BRANDS INC

COMMON · CUSIP 094235108

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$10,800
Reported shares
1179
Source units and reporting details

Value as filed: 10800 USD. Discretion code: DFND. Filing-local manager numbers: 4. Voting authority: sole 1179, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Investment Management Inc. · 13F file 028-11937

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLOOMIN BRANDS INC

COMMON · CUSIP 094235108

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$1,286,943
Reported shares
140496
Source units and reporting details

Value as filed: 1286943 USD. Discretion code: DFND. Filing-local manager numbers: 6. Voting authority: sole 140496, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities plc · 13F file 028-12006

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLUE ACQUISITION CORP.

COMMON · CUSIP G1331A108

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$517,536
Reported shares
49907
Source units and reporting details

Value as filed: 517536 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 49907, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLUE ACQUISITION CORP.

RIGHT · CUSIP G1331A116

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$41,960
Reported shares
100000
Source units and reporting details

Value as filed: 41960 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 100000, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLUE ACQUISITION CORP.

UNIT · CUSIP G1331A124

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$575,000
Reported shares
50000
Source units and reporting details

Value as filed: 575000 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 50000, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLUE BIRD CORP

COMMON · CUSIP 095306106

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—other. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$41
Reported shares
0
Source units and reporting details

Value as filed: 41 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 0.

Included managers attributed to this row:

  • 55I, LLC · 13F file 028-19649

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLUE BIRD CORP

COMMON · CUSIP 095306106

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$2,193
Reported shares
28
Source units and reporting details

Value as filed: 2193 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 0, shared 0, none 28.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLUE BIRD CORP

COMMON · CUSIP 095306106

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$8,483,452
Reported shares
108304
Source units and reporting details

Value as filed: 8483452 USD. Discretion code: DFND. Filing-local manager numbers: 4. Voting authority: sole 98727, shared 0, none 9577.

Included managers attributed to this row:

  • J.P. Morgan Investment Management Inc. · 13F file 028-11937

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

BLUE BIRD CORP

COMMON · CUSIP 095306106

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$131,281
Reported shares
1676
Source units and reporting details

Value as filed: 131281 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 1676, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗