PLUG POWER INC PLUG
COM NEW · Common Stock · CUSIP 72919P202 · ISIN US72919P2020
- SectorIndustrials
- IndustryElectrical Industrial Apparatus
- HeadquartersSlingerlands, NY
- Founded1997
- Websiteplugpower.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($11.7m this quarter). Holder counts are more reliable. Shares outstanding: 1.4bn as of 2026-08-06, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $2.71. Options: 29 managers hold calls ($81.5m notional), 15 hold puts ($34.8m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 571 |
| Q4 2022 | 575 |
| Q1 2023 | 560 |
| Q2 2023 | 536 |
| Q3 2023 | 515 |
| Q4 2023 | 490 |
| Q1 2024 | 471 |
| Q2 2024 | 461 |
| Q3 2024 | 439 |
| Q4 2024 | 458 |
| Q1 2025 | 430 |
| Q2 2025 | 427 |
| Q3 2025 | 456 |
| Q4 2025 | 460 |
| Q1 2026 | 475 |
| Q2 2026 | 508 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 178 | 185 |
| Q4 2024 | 180 | 187 |
| Q1 2025 | 181 | 198 |
| Q2 2025 | 201 | 152 |
| Q3 2025 | 214 | 143 |
| Q4 2025 | 214 | 171 |
| Q1 2026 | 229 | 157 |
| Q2 2026 | 261 | 154 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $105.2m | $66.2m | 0.63 |
| Q4 2025 | $80.5m | $43.9m | 0.55 |
| Q1 2026 | $78.3m | $25.3m | 0.32 |
| Q2 2026 | $81.5m | $34.8m | 0.43 |
Biggest buyers
| BlackRock, Inc. | Added | +31.9m |
| CITADEL ADVISORS LLC | Added | +23.3m |
| Handelsbanken Fonder AB | Added | +15.5m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +6.6m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +5.5m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +4.9m |
| Erste Asset Management GmbH | New | +4.2m |
| JUPITER ASSET MANAGEMENT LTD | Added | +4.0m |
| Qube Research & Technologies Ltd | New | +3.5m |
| MILLENNIUM MANAGEMENT LLC | Added | +3.5m |
Biggest sellers
| D. E. Shaw & Co., Inc. | Reduced | -27.0m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -16.0m |
| HRT FINANCIAL LP | Sold out | -11.9m |
| UBS Group AG | Reduced | -8.5m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -4.8m |
| AMERICAN CENTURY COMPANIES INC | Reduced | -3.0m |
| Invesco Ltd. | Reduced | -1.9m |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -1.7m |
| Nuveen, LLC | Reduced | -1.2m |
| FMR LLC | Reduced | -1.2m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $24.2m8.9m shares |
| JANE STREET GROUP, LLC | Added | $23.9m8.8m shares |
| SIMPLEX TRADING, LLC | Added | $8.2m3.0m shares |
| CITADEL ADVISORS LLC | Reduced | $6.1m2.2m shares |
| IMC-Chicago, LLC | Reduced | $4.5m1.7m shares |
| D. E. Shaw & Co., Inc. | Added | $4.0m1.5m shares |
| GROUP ONE TRADING LLC | Reduced | $3.7m1.4m shares |
| Walleye Trading LLC | Added | $2.0m730.0k shares |
| ADVENT CAPITAL MANAGEMENT /DE/ | Added | $813.0k300.0k shares |
| Hudson Bay Capital Management LP | New | $650.4k240.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $13.5m5.0m shares |
| JANE STREET GROUP, LLC | Added | $5.6m2.1m shares |
| CITADEL ADVISORS LLC | Added | $5.1m1.9m shares |
| GROUP ONE TRADING LLC | Reduced | $2.7m989.2k shares |
| IMC-Chicago, LLC | Added | $2.5m930.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.7m627.8k shares |
| CSS LLC/IL | Reduced | $1.3m495.8k shares |
| Balyasny Asset Management L.P. | Unchanged | $1.1m406.0k shares |
| Verition Fund Management LLC | Unchanged | $403.8k149.0k shares |
| Squarepoint Ops LLC | New | $361.5k133.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +2.3 pts · filed 2026-07-29 | 12.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $20.9k | $20.9k |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $921.5k | 1 | $49.2k | $49.2k |
| Q3 2025 | 0 | — | 1 | $17.4k | — |
| Q4 2025 | 1 | $87.3k | 1 | $155.2k | $155.2k |
| Q1 2026 | 0 | — | 1 | $86.8k | $86.8k |
| Q2 2026 | 0 | — | 1 | $161.5k | $161.5k |
| Q3 2026 | 0 | — | 1 | $496.2k | $496.2k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-18 | Haycraft Benjamin CSO & GM EMEA | Sold plan | $428.0k200.0k shares |
| 2026-09-15 | Haycraft Benjamin CSO & GM EMEA | Sold plan | $38.6k18.8k shares |
| 2026-09-11 | Haycraft Benjamin CSO & GM EMEA | Sold plan | $29.6k13.8k shares |
| 2026-06-08 | HELMER MAUREEN O Director | Sold plan | $161.5k50.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 184.0m $498.7m | Added +31.9m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 66.2m $179.3m | Added +6.6m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 62.9m $170.6m | Added +386.6k |
| STATE STREET CORP 0.00% of their portfolio | 38.8m $105.0m | Added +2.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 36.6m $99.1m | Added +1.8m |
| UBS Group AG 0.01% of their portfolio | 33.1m $89.8m | Reduced -8.5m |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 24.1m $65.4m | Added +23.3m |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 22.6m $61.3m | Reduced -4.8m |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 21.9m $59.5m | Reduced -27.0m |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 19.5m $52.8m | Added +1.4m |
| Handelsbanken Fonder AB 0.15% of their portfolio | 19.0m $51.5m | Added +15.5m |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 13.7m $37.1m | Added +3.5m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 12.8m $34.6m | Added +1.1m |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 12.4m $33.6m | Added +3.2m |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 11.8m $31.9m | Reduced -16.0m |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% of their portfolio | 11.7m $31.5m | Added +2.8m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 11.6m $31.4m | Added +294.7k |
| BARCLAYS PLC 0.01% of their portfolio | 10.9m $29.6m | Added +2.2m |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 10.0m $27.0m | Added +997.2k |
| Legal & General Group Plc 0.01% of their portfolio | 9.7m $26.3m | Added +540.1k |
| Nuveen, LLC 0.01% of their portfolio | 8.7m $23.6m | Reduced -1.2m |
| JUPITER ASSET MANAGEMENT LTD 0.11% of their portfolio | 8.1m $21.9m | Added +4.0m |
| MORGAN STANLEY 0.00% of their portfolio | 7.7m $20.9m | Added +2.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 6.9m $18.6m | Added +5.5m |
| Invesco Ltd. 0.00% of their portfolio | 6.3m $17.0m | Reduced -1.9m |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 5.5m $15.0m | Added +293.5k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 5.3m $14.4m | Added +1.6m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 5.1m $13.9m | Added +4.9m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 5.1m $13.4m | Added +2.8m |
| Erste Asset Management GmbH 0.08% of their portfolio | 4.2m $10.9m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 4.1m $11.2m | Added +107.1k |
| FMR LLC 0.00% of their portfolio | 4.0m $10.9m | Reduced -1.2m |
| Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio | 3.9m $10.5m | Added +3.4m |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 3.8m $10.2m | Added +35.7k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 3.5m $9.5m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 3.4m $9.3m | Reduced -619.5k |
| Amundi 0.00% of their portfolio | 3.3m $8.9m | Added +172.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 2.8m $7.6m | Reduced -784.0k |
| ALPS ADVISORS INC 0.03% of their portfolio | 2.7m $7.4m | Added +588.6k |
| Swiss National Bank 0.00% of their portfolio | 2.7m $7.2m | Added +40.5k |
| COATUE MANAGEMENT LLC 0.01% of their portfolio | 2.5m $6.9m | Unchanged |
| Quadrature Capital Ltd 0.06% of their portfolio | 2.5m $6.7m | Added +2.1m |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 2.3m $6.2m | Reduced -198.9k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 2.3m $6.1m | Reduced -1.0m |
| Vontobel Holding Ltd. 0.02% of their portfolio | 2.1m $5.8m | Reduced -202.2k |
| PINNACLE ASSOCIATES LTD 0.06% of their portfolio | 2.1m $5.6m | Reduced -49.8k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% of their portfolio | 1.9m $5.1m | Added +143.0k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 1.9m $5.1m | Reduced -171.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 1.9m $5.0m | Reduced -26.1k |
| Headlands Technologies LLC 0.51% of their portfolio | 1.8m $4.8m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.8m $4.7m | Reduced -803.7k |
| Gotham Asset Management, LLC 0.01% of their portfolio | 1.7m $4.7m | Reduced -559.2k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.30% of their portfolio | 1.7m $4.7m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.7m $4.7m | Reduced -1.7m |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.7m $4.6m | Added +887.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 1.6m $4.4m | Reduced -337.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 1.6m $3.6m | Added +242.5k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.08% of their portfolio | 1.6m $4.2m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 1.5m $4.1m | Reduced -32.3k |
| LPL Financial LLC 0.00% of their portfolio | 1.5m $4.0m | Added +162.0k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 1.4m $3.8m | Added +310.8k |
| Jupiter Topco LLC 0.00% of their portfolio | 1.3m $3.5m | First filing |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 1.2m $3.3m | Added +411.6k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 1.2m $3.3m | Added +63.7k |
| Voleon Capital Management LP 0.06% of their portfolio | 1.2m $3.2m | Reduced -874.5k |
| SG Americas Securities, LLC 0.00% of their portfolio | 1.1m $2.9m | Added +206.6k |
| MASTERS CAPITAL MANAGEMENT LLC 0.38% of their portfolio | 1.0m $2.7m | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 908.2k $2.5m | Reduced -849.3k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 846.1k $2.3m | Added +285.3k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 797.6k $2.2m | Added +76.4k |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 767.3k $2.1m | Added +65.0k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 730.5k $2.0m | Reduced -450.8k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 710.5k $1.9m | Added +601.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 702.0k $1.9m | Added +63.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 684.2k $1.9m | Added +531.6k |
| Lighthouse Investment Partners, LLC 0.06% of their portfolio | 675.0k $1.8m | Added +405.0k |
| Marex Group Ltd 0.01% of their portfolio | 674.3k $1.8m | Reduced -716.6k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 647.4k $1.8m | Reduced -3.9k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 639.4k $1.7m | Added +203.4k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.03% of their portfolio | 637.9k $1.7m | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 603.2k $1.6m | Added +33.2k |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.01% of their portfolio | 596.8k $1.6m | Added +93.4k |
| Creative Planning 0.00% of their portfolio | 582.2k $1.6m | Added +135.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 529.0k $1.4m | Added +440.8k |
| Bouvel Investment Partners, LLC 0.32% of their portfolio | 517.6k $1.4m | Added +149.8k |
| Squarepoint Ops LLC 0.00% of their portfolio | 506.8k $1.4m | New |
| KIECKHEFER GROUP LLC 0.55% of their portfolio | 500.0k $1.4m | Unchanged |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.01% of their portfolio | 499.6k $1.4m | Added +51.3k |
| KBC Group NV 0.00% of their portfolio | 477.6k $1.3m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 474.2k $1.3m | Added +57.9k |
| ALGERT GLOBAL LLC 0.02% of their portfolio | 469.0k $1.3m | Reduced -556.1k |
| Cetera Investment Advisers 0.00% of their portfolio | 455.1k $1.2m | Added +183.4k |
| State of New Jersey Common Pension Fund D 0.00% of their portfolio | 424.8k $1.2m | New |
| Police & Firemen's Retirement System of New Jersey 0.01% of their portfolio | 403.8k $1.1m | Added +48.2k |
| 1492 Capital Management LLC 0.32% of their portfolio | 399.4k $1.1m | Reduced -5.9k |
| Cerity Partners LLC 0.00% of their portfolio | 397.8k $1.1m | Reduced -16.9k |
| Lotus Technology Management, LP 0.46% of their portfolio | 375.0k $375.0k | Unchanged |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 365.4k $990.2k | Added +2.3k |
| PFG Investments, LLC 0.04% of their portfolio | 364.8k $988.7k | Added +101.8k |
| Leonteq Securities AG 0.06% of their portfolio | 342.8k $929.1k | Added +165.9k |