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, Q3 2021
Institutional positions in Beam Therapeutics Inc. as of Sep 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
- 232
- +2 vs. Q2 2021
- Shares held
- 45.2M
- −114.0K (−0.3%) vs. Q2 2021
- Total value
- $3.93B
- −$1.90B (−32.5%) vs. Q2 2021
- New holders
- 40
- 99 more added
- Sold out
- 38
- 45 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Beam Therapeutics Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Selective Wealth Management, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 5 | $0 | 0.00% | +5 | New |
| Cribstone Capital Management, LLC | 9 | $1.00K | 0.00% | −200−95.7% | Reduced |
| Clearstead Advisors, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 15 | $1.00K | 0.00% | +2+15.4% | Added |
| Trustcore Financial Services, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Federation des caisses Desjardins du Quebec | 20 | $1.74K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $2.00K | 0.00% | +10+100.0% | Added |
| Parallel Advisors, LLC | 19 | $2.00K | 0.00% | +9+90.0% | Added |
| IFP Advisors, Inc | 14 | $2.00K | 0.00% | +14 | New |
| Bogart Wealth, LLC | 23 | $2.00K | 0.00% | +23 | New |
| SOA Wealth Advisors, LLC. | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Tradewinds Capital Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Glen Eagle Advisors, LLC | 60 | $5.22K | 0.00% | −60−50.0% | Reduced |
| Smith Group Asset Management, LLC | 70 | $6.00K | 0.00% | +70 | New |
| Pacific Center for Financial Services | 83 | $7.00K | 0.00% | +12+16.9% | Added |
| Quadrant Capital Group LLC | 97 | $8.00K | 0.00% | +97 | New |
| Toth Financial Advisory Corp | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 101 | $9.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 117 | $10.0K | 0.00% | +117 | New |
| Atlantic Trust, LLC | 125 | $11.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 130 | $11.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 139 | $12.0K | 0.00% | −5−3.5% | Reduced |
| Harbour Investments, Inc. | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 145 | $13.0K | 0.00% | +14+10.7% | Added |
| American Portfolios Advisors | 175 | $15.2K | 0.00% | −6−3.3% | Reduced |
| Signaturefd, LLC | 180 | $16.0K | 0.00% | +52+40.6% | Added |
| Asset Dedication, LLC | 200 | $17.0K | 0.00% | +200 | New |
| Daiwa Securities Group Inc. | 227 | $20.0K | 0.00% | +112+97.4% | Added |
| Arkadios Wealth Advisors | 245 | $21.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 248 | $22.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 250 | $22.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 250 | $22.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 270 | $23.0K | 0.01% | −19−6.6% | Reduced |
| IronBridge Private Wealth, LLC | 279 | $24.0K | 0.01% | +279 | New |
| Koshinski Asset Management, Inc. | 300 | $26.1K | 0.00% | +300 | New |
| Benjamin F. Edwards & Company, Inc. | 350 | $30.0K | 0.00% | +350 | New |
| First Manhattan Co | 400 | $34.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 400 | $34.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 401 | $35.0K | 0.02% | −374−48.3% | Reduced |
| Allworth Financial LP | 402 | $35.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 500 | $43.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 560 | $49.0K | 0.03% | −100−15.2% | Reduced |
| Endurance Wealth Management, Inc. | 625 | $60.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 951 | $83.0K | 0.00% | +951 | New |
| Harbor Investment Advisory, LLC | 1,000 | $87.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,000 | $87.0K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,139 | $99.0K | 0.00% | +139+13.9% | Added |
| Chiron Investment Management, LLC | 1,187 | $103.0K | 0.02% | +1,187 | New |
| Garde Capital, Inc. | 1,200 | $104.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,228 | $106.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,525 | $132.0K | 0.00% | +100+7.0% | Added |
| Great West Life Assurance Co | 1,699 | $149.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,860 | $162.0K | 0.00% | −2,848−60.5% | Reduced |
| Point72 Hong Kong Ltd | 1,888 | $164.0K | 0.01% | +1,888 | New |
| Brown Brothers Harriman & Co | 2,209 | $192.0K | 0.00% | +2,209 | New |
| O'Shaughnessy Asset Management, LLC | 2,249 | $196.0K | 0.00% | −167−6.9% | Reduced |
| Meeder Asset Management Inc | 2,304 | $200.0K | 0.01% | −269−10.5% | Reduced |
| Pictet Asset Management SA | 2,303 | $200.0K | 0.00% | +2,303 | New |
| Xponance, Inc. | 2,342 | $204.0K | 0.00% | −230−8.9% | Reduced |
| Hemenway Trust Co LLC | 2,395 | $208.0K | 0.02% | +425+21.6% | Added |
| Belpointe Asset Management LLC | 2,435 | $212.0K | 0.01% | +8+0.3% | Added |
| HBK Sorce Advisory LLC | 2,441 | $212.0K | 0.01% | +39+1.6% | Added |
| Hilltop Holdings Inc. | 2,450 | $213.0K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,500 | $218.0K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,518 | $219.0K | 0.00% | +367+17.1% | Added |
| Group One Trading, L.P. | 2,624 | $228.0K | 0.00% | +2,624 | New |
| Dynamic Technology Lab Private Ltd | 2,657 | $231.0K | 0.03% | +487+22.4% | Added |
| Clarius Group, LLC | 2,730 | $238.0K | 0.02% | +775+39.6% | Added |
| Mackenzie Financial Corp | 2,756 | $240.0K | 0.00% | +1,103+66.7% | Added |
| Scholtz & Company, LLC | 2,875 | $250.0K | 0.09% | −70−2.4% | Reduced |
| Stifel Financial Corp | 3,130 | $272.0K | 0.00% | +3,130 | New |
| Quantbot Technologies LP | 3,395 | $295.0K | 0.02% | +3,395 | New |
| Cambridge Investment Research Advisors, Inc. | 3,483 | $303.0K | 0.00% | −4,136−54.3% | Reduced |
| Spearhead Capital Advisors, LLC | 3,552 | $309.0K | 0.04% | −160−4.3% | Reduced |
| Hussman Strategic Advisors, Inc. | 3,600 | $313.0K | 0.07% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,624 | $315.0K | 0.03% | +3,624 | New |
| Moors & Cabot, Inc. | 3,670 | $320.0K | 0.02% | −500−12.0% | Reduced |
| Blair William & Co | 3,750 | $326.0K | 0.00% | +450+13.6% | Added |
| Ameritas Investment Partners, Inc. | 3,821 | $332.0K | 0.01% | +137+3.7% | Added |
| Cresset Asset Management, LLC | 3,823 | $333.0K | 0.00% | 00.0% | Unchanged |
| GAM Holding AG | 3,856 | $336.0K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,881 | $338.0K | 0.01% | −2,400−38.2% | Reduced |
| Cobblestone Capital Advisors LLC | 3,990 | $347.0K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,060 | $353.0K | 0.02% | +35+0.9% | Added |
| First Republic Investment Management, Inc. | 4,118 | $358.0K | 0.00% | −25−0.6% | Reduced |
| Captrust Financial Advisors | 4,174 | $363.0K | 0.00% | +832+24.9% | Added |
| Prudential Financial Inc | 4,200 | $365.0K | 0.00% | +475+12.8% | Added |
| Qube Research & Technologies Ltd | 4,315 | $375.0K | 0.00% | +1,640+61.3% | Added |
| Tower Research Capital LLC (TRC) | 4,316 | $376.0K | 0.01% | +2,121+96.6% | Added |
| Walleye Capital LLC | 4,829 | $420.0K | 0.01% | +4,829 | New |
| Teacher Retirement System of Texas | 4,930 | $429.0K | 0.00% | +965+24.3% | Added |
| Envestnet Asset Management Inc | 4,950 | $431.0K | 0.00% | +4,950 | New |