Beam Therapeutics Inc.
BEAM- Exchange
- Nasdaq
- Industry
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0001745999
In the last 90 days, Beam Therapeutics Inc. insiders filed 0 open-market purchases and 3 sales; 277 institutions reported holding it in 13F filings for Q2 2026, worth $3.75B in total; superinvestors ARK Invest and Duquesne Family Office hold it.
13F holders, Q2 2021
Institutional positions in Beam Therapeutics Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 231
- +21 vs. Q1 2021
- Shares held
- 45.5M
- +2.47M (+5.7%) vs. Q1 2021
- Total value
- $5.85B
- +$2.42B (+70.3%) vs. Q1 2021
- New holders
- 56
- 85 more added
- Sold out
- 35
- 44 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BEAM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 277 | $3.75B |
| Q1 2026 | 253 | $2.58B |
| Q4 2025 | 247 | $2.96B |
| Q3 2025 | 219 | $2.59B |
| Q2 2025 | 218 | $1.84B |
| Q1 2025 | 238 | $1.99B |
| Q4 2024 | 232 | $2.02B |
| Q3 2024 | 221 | $1.94B |
| Q2 2024 | 214 | $1.82B |
| Q1 2024 | 221 | $2.32B |
| Q4 2023 | 185 | $1.88B |
| Q3 2023 | 195 | $1.62B |
| Q2 2023 | 194 | $2.05B |
| Q1 2023 | 207 | $1.85B |
| Q4 2022 | 209 | $2.18B |
| Q3 2022 | 225 | $2.60B |
| Q2 2022 | 206 | $2.09B |
| Q1 2022 | 240 | $2.82B |
| Q4 2021 | 232 | $3.63B |
| Q3 2021 | 232 | $3.93B |
| Q2 2021 | 231 | $5.85B |
| Q1 2021 | 210 | $3.44B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Beam Therapeutics Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Selective Wealth Management, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 10 | $1.00K | 0.00% | −130−92.9% | Reduced |
| AdvisorNet Financial, Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Trustcore Financial Services, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Ellevest, Inc. | 13 | $2.00K | 0.00% | +13 | New |
| Federation des caisses Desjardins du Quebec | 20 | $2.57K | 0.00% | +20 | New |
| SOA Wealth Advisors, LLC. | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 71 | $9.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 75 | $10.0K | 0.00% | +75 | New |
| Leonteq Securities AG | 100 | $12.9K | 0.00% | −400−80.0% | Reduced |
| Proequities, Inc. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 101 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 115 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 120 | $15.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 128 | $16.0K | 0.00% | +128 | New |
| Atlantic Trust, LLC | 125 | $16.0K | 0.01% | +125 | New |
| Brewin Dolphin Ltd | 130 | $16.7K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 131 | $17.0K | 0.00% | +56+74.7% | Added |
| NVWM, LLC | 130 | $17.0K | 0.01% | +130 | New |
| Ford Financial Group, LLC | 135 | $17.0K | 0.01% | +135 | New |
| Massmutual Trust Co FSB | 144 | $19.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 150 | $19.0K | 0.00% | +102+212.5% | Added |
| American Portfolios Advisors | 181 | $23.3K | 0.00% | +25+16.0% | Added |
| Cribstone Capital Management, LLC | 209 | $27.0K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 245 | $31.0K | 0.00% | +245 | New |
| Macquarie Group Ltd | 248 | $32.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 250 | $32.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 250 | $32.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 289 | $37.0K | 0.01% | −54−15.7% | Reduced |
| Laurel Wealth Advisors LLC | 300 | $39.0K | 0.01% | +150+100.0% | Added |
| First Manhattan Co | 400 | $51.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 400 | $51.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 402 | $52.0K | 0.00% | −200−33.2% | Reduced |
| Endurance Wealth Management, Inc. | 625 | $57.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 487 | $63.0K | 0.00% | −32−6.2% | Reduced |
| Hudock, Inc. | 500 | $64.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 660 | $85.0K | 0.05% | −100−13.2% | Reduced |
| State of Wyoming | 775 | $100.0K | 0.06% | +318+69.6% | Added |
| Neo Ivy Capital Management | 982 | $126.0K | 0.13% | −112−10.2% | Reduced |
| Liberty Wealth Management LLC | 1,000 | $129.0K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,000 | $129.0K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $129.0K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,200 | $154.0K | 0.02% | +1,200 | New |
| Rockefeller Capital Management L.P. | 1,228 | $158.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,425 | $183.0K | 0.00% | +115+8.8% | Added |
| Sigma Planning Corp | 1,616 | $208.0K | 0.01% | +1,616 | New |
| Mackenzie Financial Corp | 1,653 | $213.0K | 0.00% | +1,653 | New |
| Great West Life Assurance Co | 1,699 | $218.0K | 0.00% | +658+63.2% | Added |
| Poehling Capital Management, LLC | 1,700 | $219.0K | 0.07% | +1,700 | New |
| SEI Investments Co | 1,740 | $224.0K | 0.00% | −8,679−83.3% | Reduced |
| Nisa Investment Advisors, LLC | 1,800 | $232.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 1,827 | $235.0K | 0.00% | −6,394−77.8% | Reduced |
| Clarius Group, LLC | 1,955 | $252.0K | 0.02% | +1,955 | New |
| IHT Wealth Management, LLC | 1,968 | $253.0K | 0.02% | +1,968 | New |
| Hemenway Trust Co LLC | 1,970 | $254.0K | 0.03% | +1,970 | New |
| StoneX Group Inc. | 1,992 | $256.0K | 0.04% | +1,992 | New |
| Bluestein R H & Co | 2,000 | $257.0K | 0.01% | +2,000 | New |
| Schonfeld Strategic Advisors LLC | 2,000 | $257.0K | 0.00% | +2,000 | New |
| Summit Financial, LLC | 2,000 | $257.4K | 0.03% | +2,000 | New |
| CIBC Asset Management Inc | 2,151 | $277.0K | 0.00% | +2,151 | New |
| Dynamic Technology Lab Private Ltd | 2,170 | $279.0K | 0.03% | −1,554−41.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,195 | $283.0K | 0.01% | −19,370−89.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,220 | $286.0K | 0.00% | +2,220 | New |
| HCR Wealth Advisors | 2,342 | $301.0K | 0.05% | +2,342 | New |
| AlphaCrest Capital Management LLC | 2,343 | $302.0K | 0.01% | +2,343 | New |
| HBK Sorce Advisory LLC | 2,402 | $309.0K | 0.02% | +2,402 | New |
| O'Shaughnessy Asset Management, LLC | 2,416 | $311.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,427 | $312.0K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 2,436 | $314.0K | 0.00% | +2,436 | New |
| Hilltop Holdings Inc. | 2,450 | $315.0K | 0.04% | +2,450 | New |
| Vident Investment Advisory, LLC | 2,453 | $316.0K | 0.01% | +2,453 | New |
| Sheaff Brock Investment Advisors, LLC | 2,500 | $322.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,573 | $331.0K | 0.02% | +1,058+69.8% | Added |
| Xponance, Inc. | 2,572 | $331.0K | 0.01% | +2,572 | New |
| Institute for Wealth Management, LLC. | 2,600 | $335.0K | 0.06% | +2,600 | New |
| Qube Research & Technologies Ltd | 2,675 | $344.0K | 0.00% | −1,311−32.9% | Reduced |
| Scholtz & Company, LLC | 2,945 | $379.0K | 0.13% | +2,945 | New |
| Blair William & Co | 3,300 | $425.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,342 | $430.0K | 0.00% | −714−17.6% | Reduced |
| Franklin Resources Inc | 3,390 | $436.0K | 0.00% | +818+31.8% | Added |
| Hussman Strategic Advisors, Inc. | 3,600 | $463.0K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,684 | $474.0K | 0.02% | +342+10.2% | Added |
| Spearhead Capital Advisors, LLC | 3,712 | $478.0K | 0.07% | +3,712 | New |
| Prudential Financial Inc | 3,725 | $479.0K | 0.00% | +420+12.7% | Added |
| DuPont Capital Management Corp | 3,805 | $490.0K | 0.01% | +3,805 | New |
| Cresset Asset Management, LLC | 3,823 | $492.0K | 0.01% | −5,981−61.0% | Reduced |
| GAM Holding AG | 3,856 | $496.0K | 0.02% | +3,856 | New |
| Teacher Retirement System of Texas | 3,965 | $510.0K | 0.00% | +3,965 | New |
| Cobblestone Capital Advisors LLC | 3,990 | $514.0K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,025 | $518.0K | 0.02% | +125+3.2% | Added |
| First Republic Investment Management, Inc. | 4,143 | $533.0K | 0.00% | +1,086+35.5% | Added |