$TE

$2.53 +$0.41 (19.1%) Live

$TE Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 294.5M shares outstanding

Who owns TE?

By type of holder

Institutions 70.7% Insiders 29.3% Everyone else 0.0%

Concentration Top 10 holders own 75.4%

Kantor Todd J. 25.2% · Encompass Capital Advisors LLC 11.9%

Institutional ownership

70.7%

+6.2 pts vs last qtr

Institutional holders

314

+59 vs last qtr

Net shares bought

+18.2M

by institutions in Q2 2026

New / sold out

107 / 48

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +10.8M
Invesco Ltd. +9.8M

Biggest sellers in Q2 2026

Situational Awareness Partners LP SOLD OUT −10.0M
Renaissance Technologies LLC −7.6M

Who is planning to sell?

Notices of proposed sale, last 12 months

$25.1M

5 notices from 2 people

Shares covered

4.6M

1.55% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Tore Slettemoen Former affiliate $21.5M
Kilde Einar Former officer $3.65M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

+130.4%

+23.20% a year

Each share's claim on the business

−56.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$1.05M vs $54.2M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years73% Under 1 year27%

Quarterly turnover

35.6%

of institutional shares changed hands

Top 10 managers, median time held

2.3 years

Super Investors

Investment managers reporting TE on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
EC Encompass Capital Advisors LLC 13D · 20.0%	35.0M	11.87%	Unchanged	2024	11.8%
Shares held by quarter Peak holding35.0M (Q4'25) Change over 8 quarters+21.5M Share of the company11.870% Disclosed stake13D · 20.0% Encompass Capital Advisors LLC's full portfolio →
B BlackRock, Inc.	26.2M	8.89%	+10.8M (+70.1%)	2024	0.0%
Shares held by quarter Peak holding26.2M (Q2'26) Change over 8 quarters+20.0M Share of the company8.890% BlackRock, Inc.'s full portfolio →

Encompass Capital Advisors LLC

13D · 20.0%

35.0M

% of company

11.87%

Change vs last qtr

Unchanged

Held since

2024

BlackRock, Inc.

26.2M

% of company

8.89%

Change vs last qtr

+10.8M (+70.1%)

Held since

2024

28 more super investors behind a free account

See every manager holding T1 Energy Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TE on Form N-PORT; together they hold 17.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SS State Street(R) SPDR(R) S&P(R) Semiconductor ETF SPDR Series Trust	$89.9M	9.5M	3.22%	2.59%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$58.8M	6.2M	2.11%	0.00%	June 30, 2026

State Street(R) SPDR(R) S&P(R) Semiconductor ETF

SPDR Series Trust

Position value

$89.9M

% of company

3.22%

% of the fund

2.59%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$58.8M

% of company

2.11%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding T1 Energy Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KT Kantor Todd J. 5%+ holder 13D · 20.0%	74.1M	25.17%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company25.170% Disclosed stake13D · 20.0% View the 13D/G filing →
TS Trina Solar (Schweiz) AG 5%+ holder 13D · 11.0%	30.7M	10.41%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company10.410% Disclosed stake13D · 11.0% View the 13D/G filing →

Kantor Todd J.

5%+ holder13D · 20.0%

74.1M

% of company

25.17%

Change vs last qtr

—

Held since

—

Trina Solar (Schweiz) AG

5%+ holder13D · 11.0%

30.7M

% of company

10.41%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of T1 Energy Inc..

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