PLUG
Plug Power Inc. · Industrials · Electrical Equipment & Parts
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow -19.3% ·
net new positions +7.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 111 | +5 | 650.63M | $1.76B | +9 | −6 |
| Q1 2026 | 111 | -3 | 633.23M | $1.43B | +5 | −9 |
| Q4 2025 | 114 | +2 | 602.48M | $1.19B | +5 | −2 |
| Q3 2025 | 16 | 0 | 335.74M | $782.29M | — | −1 |
| Q2 2025 | 14 | +1 | 247.86M | $369.31M | +2 | −1 |
| Q1 2025 | 10 | -2 | 121.56M | $164.11M | +3 | −5 |
| Q4 2024 | 12 | +1 | 127.33M | $271.23M | +2 | −1 |
| Q3 2024 | 10 | -1 | 93.95M | $212.33M | — | −1 |
| Q2 2024 | 11 | — | 48.95M | $114.06M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 101.84M | — | $151.75M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 83.52M | — | $124.44M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 3 | Geode Capital Management ✦ (passive) | 24.07M | +14.9% | $35.87M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passive) | 20.40M | -8.1% | $30.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 9.05M | New | $13.49M | 0.0% | New | 1 | SEC ↗ |
| 6 | Coatue Management ✦ | 4.10M | 0.0% | $6.11M | 0.0% | Held | 2 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 2.76M | +475.6% | $4.12M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 771.26K | +14.1% | $1.15M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 605.08K | New | $901,572 | 0.0% | New | 1 | SEC ↗ |
| 10 | Millennium Management ✦ | 361.97K | -71.1% | $539,334 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | Gotham Asset Management ✦ | 267.51K | +156.2% | $398,585 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Norges Bank ✦ (passive) | 45.52K | -99.9% | $67,823 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 41.85K | — | $62,358 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | AQR Capital Management ✦ | 18.15K | +19.2% | $22,511 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $13.49M | 0.0% |
| Citadel Advisors | $901,572 | 0.0% |
Exited
| GAMCO Investors | $24,300 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 468 holders, 751.74M shares, $1.64B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 200.00K sh · $428,300
Officer · 18.75K sh · $38,625
Officer · 13.81K sh · $29,553
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology