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, Q4 2021
Institutional positions in Beam Therapeutics Inc. as of Dec 31, 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. Q3 2021
- Shares held
- 45.5M
- +515.1K (+1.1%) vs. Q3 2021
- Total value
- $3.63B
- −$291.7M (−7.4%) vs. Q3 2021
- New holders
- 43
- 74 more added
- Sold out
- 41
- 70 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Beam Therapeutics Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Selective Wealth Management, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 6 | $0 | 0.00% | +6 | New |
| TCI Wealth Advisors, Inc. | 15 | $1.00K | 0.00% | −130−89.7% | Reduced |
| Clearstead Advisors, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 12 | $1.00K | 0.00% | −3−20.0% | Reduced |
| Cribstone Capital Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| Lee Financial Co | 17 | $1.00K | 0.00% | +17 | New |
| Federation des caisses Desjardins du Quebec | 20 | $1.59K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 31 | $2.00K | 0.00% | +17+121.4% | Added |
| Northwestern Mutual Wealth Management Co | 23 | $2.00K | 0.00% | +23 | New |
| Intelligent Financial Strategies | 24 | $2.00K | 0.00% | +24 | New |
| SOA Wealth Advisors, LLC. | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 34 | $3.00K | 0.00% | +11+47.8% | Added |
| Tradewinds Capital Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 52 | $4.00K | 0.00% | +52 | New |
| Center for Financial Planning, Inc. | 50 | $4.00K | 0.00% | +50 | New |
| AdvisorNet Financial, Inc | 60 | $5.00K | 0.00% | +40+200.0% | Added |
| Signaturefd, LLC | 76 | $6.00K | 0.00% | −104−57.8% | Reduced |
| Smith Group Asset Management, LLC | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 74 | $6.00K | 0.01% | +74 | New |
| Pacific Center for Financial Services | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 100 | $7.00K | 0.00% | +100 | New |
| Harbour Investments, Inc. | 100 | $8.00K | 0.00% | −50−33.3% | Reduced |
| Toth Financial Advisory Corp | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 104 | $8.00K | 0.00% | +104 | New |
| Fortitude Advisory Group L.L.C. | 100 | $8.00K | 0.00% | +100 | New |
| Parallel Advisors, LLC | 107 | $9.00K | 0.00% | +88+463.2% | Added |
| CKW Financial Group | 101 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 135 | $10.0K | 0.00% | +135 | New |
| Massmutual Trust Co FSB | 139 | $11.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 140 | $11.0K | 0.01% | +140 | New |
| Benjamin F. Edwards & Company, Inc. | 150 | $12.0K | 0.00% | −200−57.1% | Reduced |
| EverSource Wealth Advisors, LLC | 154 | $12.0K | 0.00% | +154 | New |
| American Portfolios Advisors | 175 | $13.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 175 | $14.0K | 0.00% | +175 | New |
| Daiwa Securities Group Inc. | 199 | $16.0K | 0.00% | −28−12.3% | Reduced |
| Asset Dedication, LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 211 | $17.0K | 0.01% | +211 | New |
| Patriot Financial Group Insurance Agency, LLC | 250 | $20.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 300 | $23.9K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 400 | $31.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 402 | $32.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 400 | $32.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 415 | $33.0K | 0.00% | +415 | New |
| State of Wyoming | 478 | $38.0K | 0.02% | +77+19.2% | Added |
| Hudock, Inc. | 500 | $39.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 510 | $41.0K | 0.00% | +262+105.6% | Added |
| AllSquare Wealth Management LLC | 560 | $45.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 570 | $45.0K | 0.01% | +300+111.1% | Added |
| Endurance Wealth Management, Inc. | 625 | $49.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 678 | $54.0K | 0.00% | −2,717−80.0% | Reduced |
| Harbor Investment Advisory, LLC | 1,000 | $80.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,139 | $91.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,110 | $91.0K | 0.00% | +1,110 | New |
| Rockefeller Capital Management L.P. | 1,228 | $97.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,286 | $102.0K | 0.04% | +1,286 | New |
| Nisa Investment Advisors, LLC | 1,510 | $105.0K | 0.00% | −5,090−77.1% | Reduced |
| Captrust Financial Advisors | 1,420 | $113.0K | 0.00% | −2,754−66.0% | Reduced |
| Great West Life Assurance Co | 1,762 | $140.0K | 0.00% | +63+3.7% | Added |
| Amundi | 2,255 | $149.0K | 0.00% | +1,304+137.1% | Added |
| Belpointe Asset Management LLC | 2,435 | $194.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 2,515 | $200.0K | 0.00% | +2,515 | New |
| Cambridge Investment Research Advisors, Inc. | 2,616 | $208.0K | 0.00% | −867−24.9% | Reduced |
| Mackenzie Financial Corp | 2,644 | $211.0K | 0.00% | −112−4.1% | Reduced |
| Clarius Group, LLC | 2,690 | $214.0K | 0.02% | −40−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,690 | $215.0K | 0.00% | −1,626−37.7% | Reduced |
| Wealth Effects LLC | 2,700 | $215.0K | 0.09% | +2,700 | New |
| CIBC Asset Management Inc | 2,741 | $218.0K | 0.00% | +223+8.9% | Added |
| Soleus Capital Management, L.P. | 2,850 | $227.0K | 0.03% | −4,850−63.0% | Reduced |
| Raymond James & Associates | 2,900 | $231.0K | 0.00% | +2,900 | New |
| Raymond James Financial Services Advisors, Inc. | 3,083 | $246.0K | 0.00% | −2,858−48.1% | Reduced |
| STRS Ohio | 3,100 | $247.0K | 0.00% | −6,900−69.0% | Reduced |
| Bank of Montreal | 3,020 | $254.0K | 0.00% | +3,020 | New |
| Spearhead Capital Advisors, LLC | 3,585 | $286.0K | 0.03% | +33+0.9% | Added |
| Janney Montgomery Scott LLC | 3,706 | $295.0K | 0.00% | −2,885−43.8% | Reduced |
| Moors & Cabot, Inc. | 3,770 | $300.0K | 0.02% | +100+2.7% | Added |
| HighTower Advisors, LLC | 3,776 | $301.0K | 0.00% | +3,776 | New |
| GAM Holding AG | 3,856 | $307.0K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,875 | $309.0K | 0.00% | −325−7.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,956 | $315.0K | 0.01% | +135+3.5% | Added |
| Cobblestone Capital Advisors LLC | 3,990 | $318.0K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,075 | $325.0K | 0.01% | +15+0.4% | Added |
| First Republic Investment Management, Inc. | 4,147 | $330.0K | 0.00% | +29+0.7% | Added |
| Stifel Financial Corp | 4,174 | $332.0K | 0.00% | +1,044+33.4% | Added |
| Blair William & Co | 4,492 | $358.0K | 0.00% | +742+19.8% | Added |
| AlphaCrest Capital Management LLC | 4,724 | $376.0K | 0.01% | +4,724 | New |
| Cubist Systematic Strategies, LLC | 4,788 | $382.0K | 0.00% | −16,867−77.9% | Reduced |
| Cresset Asset Management, LLC | 4,974 | $396.0K | 0.00% | +1,151+30.1% | Added |
| The PNC Financial Services Group, Inc. | 5,043 | $402.0K | 0.00% | −1,009−16.7% | Reduced |
| Connective Portfolio Management, LLC | 5,000 | $408.0K | 0.72% | +5,000 | New |
| Vident Investment Advisory, LLC | 5,160 | $411.0K | 0.01% | +5,160 | New |
| IndexIQ Advisors LLC | 5,276 | $420.0K | 0.01% | −341−6.1% | Reduced |
| Kraematon Investment Advisors, Inc | 5,415 | $432.0K | 0.39% | +5,415 | New |
| Royal Bank of Canada | 6,136 | $489.0K | 0.00% | +4,276+229.9% | Added |
| Teacher Retirement System of Texas | 6,342 | $505.0K | 0.00% | +1,412+28.6% | Added |