undamentalytics Newsletter

Plug Power Inc: which funds bought and sold

Institutions that bought and sold Plug Power shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 260 institutions that filed 13F reports for both quarters added to or opened positions in Plug Power, and 150 cut or closed them. Together they added a net 59.2M shares, +7.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 12.3M shares (−8.4%); index fund managers were net buyers of 45.3M shares (+11.9%). 77 opened a new position and 42 sold out entirely.

Bought, Q2 2026 260 institutions, 77 of them new holders Sold, Q2 2026 150 institutions, 42 of them sold out
Net change, all compared +59.2M shares (+7.8%)
Net change, active managers −12.3M shares (−8.4%), 25 bought, 21 sold

Buyers versus sellers

institutions compared, 533
Active managers and hedge funds 25 bought · 21 sold · −12.3M
Index fund managers 9 bought · 2 sold · +45.3M
Other institutions 226 bought · 127 sold · +26.2M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +31.9M +21.0% 184.0M $499M
Citadel Advisors LLC Hedge fund +23.3M +2712.4% 24.1M $65.4M
Handelsbanken Fonder AB +15.5M +446.9% 19.0M $51.5M
Vanguard Portfolio Management LLC Index funds +6.6M +11.0% 66.2M $179M
Price T Rowe Associates Inc Active manager +5.5M +395.2% 6.9M $18.6M
BNP Paribas Asset Management Holding S.A. +4.9M +2089.6% 5.1M $13.9M
Erste Asset Management Gmbh +4.2M New position 4.2M $10.9M
Jupiter Asset Management Ltd Active manager +4.0M +99.6% 8.1M $21.9M
Qube Research & Technologies Ltd Hedge fund +3.5M New position 3.5M $9.5M
Millennium Management LLC Hedge fund +3.5M +34.0% 13.7M $37.1M
Mirae Asset Global Investments Co., Ltd. +3.4M +751.8% 3.9M $10.5M
Goldman Sachs Group Inc +3.2M +35.1% 12.4M $33.6M
Jpmorgan Chase & Co +2.8M +123.9% 5.1M $13.4M
Mirae Asset Global Etfs Holdings Ltd. +2.8M +31.4% 11.7M $31.5M
Barclays PLC +2.2M +25.5% 10.9M $29.6M
State Street Corp Index funds +2.2M +6.1% 38.8M $105M
Quadrature Capital Ltd Hedge fund +2.1M +501.4% 2.5M $6.7M
Morgan Stanley +2.0M +34.6% 7.7M $20.9M
Geode Capital Management, LLC Index funds +1.8M +5.3% 36.6M $99.1M
Headlands Technologies LLC +1.8M New position 1.8M $4.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
D. E. Shaw & Co., Inc. Hedge fund −27.0M −55.2% 21.9M $59.5M
Renaissance Technologies LLC Hedge fund −16.0M −57.5% 11.8M $31.9M
HRT Financial LP −11.9M Sold out 0 —
UBS Group AG −8.5M −20.4% 33.1M $89.8M
Two Sigma Investments, LP Hedge fund −4.8M −17.5% 22.6M $61.3M
American Century Companies Inc Active manager −3.0M −97.8% 68K $184,852
Invesco Ltd. −1.9M −23.4% 6.3M $17M
BNP Paribas Financial Markets −1.7M −49.5% 1.7M $4.7M
Nuveen, LLC −1.2M −12.2% 8.7M $23.6M
FMR LLC Active manager −1.2M −23.0% 4.0M $10.9M
Caxton Associates LLP Hedge fund −1.0M Sold out 0 —
Stifel Financial Corp −1.0M −30.9% 2.3M $6.1M
Voleon Capital Management LP Hedge fund −874K −42.2% 1.2M $3.2M
Citigroup Inc −849K −48.3% 908K $2.5M
Bank Of America Corp −804K −31.4% 1.8M $4.7M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −784K −21.8% 2.8M $7.6M
Marex Group Ltd −717K −51.5% 674K $1.8M
Xtx Topco Ltd −665K Sold out 0 —
Susquehanna International Group, LLP −619K −15.3% 3.4M $9.3M
Exoduspoint Capital Management, LP Hedge fund −617K −64.7% 336K $911,227

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
HRT Financial LP 11.9M $26.8M
Caxton Associates LLPHedge fund 1.0M $2.3M
Xtx Topco Ltd 665K $1.5M
Abacus Wealth Partners, LLC 122K $276,254
Engineers Gate Manager LPHedge fund 89K $201,653
Walleye Capital LLCHedge fund 85K $191,940
Old Mission Capital LLC 85K $190,709
Brevan Howard Capital Management LPHedge fund 76K $172,110
Drw Securities, LLC 75K $161,682
Jefferies Financial Group Inc. 67K $150,742

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
500
Ten largest holders
62.6%
of 13F-reported shares
Index fund managers
52.2%
of 13F-reported shares
Active managers and hedge funds
16.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 25 21 11 7 −12.3M −8.4%
Index fund managers 9 2 0 0 +45.3M +11.9%
Other institutions 226 127 66 35 +26.2M +11.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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