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, Q1 2023
Institutional positions in Beam Therapeutics Inc. as of Mar 31, 2023. 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
- 207
- −1 vs. Q4 2022
- Shares held
- 60.4M
- +4.55M (+8.1%) vs. Q4 2022
- Total value
- $1.85B
- −$335.1M (−15.3%) vs. Q4 2022
- New holders
- 29
- 77 more added
- Sold out
- 30
- 58 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Beam Therapeutics Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 5 | $0 | 0.00% | −574−99.1% | Reduced |
| Signaturefd, LLC | 7 | $214 | 0.00% | −143−95.3% | Reduced |
| Lindbrook Capital, LLC | 8 | $245 | 0.00% | −59−88.1% | Reduced |
| Larson Financial Group LLC | 10 | $306 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $337 | 0.00% | −23−67.6% | Reduced |
| Clearstead Advisors, LLC | 15 | $460 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 16 | $490 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 20 | $612 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 26 | $796 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $1.44K | 0.00% | +16+51.6% | Added |
| Piscataqua Savings Bank | 50 | $1.53K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $1.53K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $1.53K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 50 | $1.53K | 0.00% | +50 | New |
| Parallel Advisors, LLC | 57 | $1.75K | 0.00% | −376−86.8% | Reduced |
| Benjamin Edwards Inc | 55 | $2.00K | 0.00% | +36+189.5% | Added |
| C M Bidwell & Associates Ltd | 66 | $2.02K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 75 | $2.30K | 0.00% | +25+50.0% | Added |
| Global Retirement Partners, LLC | 75 | $2.37K | 0.00% | −7−8.5% | Reduced |
| The PNC Financial Services Group, Inc. | 82 | $2.51K | 0.00% | +33+67.3% | Added |
| Cassady Schiller Wealth Management, LLC | 84 | $2.57K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 97 | $2.97K | 0.00% | +97 | New |
| Benjamin F. Edwards & Company, Inc. | 91 | $3.00K | 0.00% | +41+82.0% | Added |
| Chilton Capital Management LLC | 125 | $3.83K | 0.00% | +125 | New |
| Rational Advisors LLC | 126 | $3.86K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 130 | $3.98K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 179 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 197 | $6.03K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 211 | $6.46K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 230 | $7.04K | 0.00% | +230 | New |
| Newbridge Financial Services Group, Inc. | 250 | $7.66K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 268 | $8.00K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 293 | $8.97K | 0.00% | −64−17.9% | Reduced |
| Daiwa Securities Group Inc. | 283 | $9.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 307 | $9.40K | 0.00% | +307 | New |
| Allworth Financial LP | 362 | $11.1K | 0.00% | −30−7.7% | Reduced |
| First Manhattan Co | 400 | $12.2K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 467 | $14.3K | 0.10% | +467 | New |
| Belpointe Asset Management LLC | 475 | $14.5K | 0.00% | −2,350−83.2% | Reduced |
| Ahrens Investment Partners LLC | 500 | $15.3K | 0.01% | +500 | New |
| AllSquare Wealth Management LLC | 560 | $17.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 611 | $18.7K | 0.00% | +189+44.8% | Added |
| Endurance Wealth Management, Inc. | 625 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 681 | $20.9K | 0.00% | −2−0.3% | Reduced |
| Walleye Trading LLC | 836 | $25.6K | 0.00% | −12,164−93.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,000 | $30.6K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1,027 | $31.4K | 0.01% | +815+384.4% | Added |
| GWM Advisors LLC | 1,070 | $32.8K | 0.00% | −327−23.4% | Reduced |
| Van Eck Associates Corp | 1,088 | $33.0K | 0.00% | −36−3.2% | Reduced |
| Spire Wealth Management | 1,180 | $36.1K | 0.00% | −4,285−78.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 1,217 | $37.3K | 0.01% | +265+27.8% | Added |
| Fairfield Financial Advisors, LTD | 1,265 | $38.1K | 0.02% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,419 | $43.4K | 0.03% | +1,419 | New |
| WR Wealth Planners, LLC | 1,500 | $45.9K | 0.02% | +1,500 | New |
| Nisa Investment Advisors, LLC | 1,755 | $54.0K | 0.00% | +14+0.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,932 | $59.2K | 0.00% | −179−8.5% | Reduced |
| Ci Investments Inc. | 2,082 | $64.0K | 0.00% | −27−1.3% | Reduced |
| Amundi | 2,623 | $76.9K | 0.00% | −1,039−28.4% | Reduced |
| Virtus Investment Advisers, Inc. | 3,049 | $93.4K | 0.07% | +3,049 | New |
| Great West Life Assurance Co | 3,189 | $98.0K | 0.00% | −245−7.1% | Reduced |
| Metropolitan Life Insurance Co | 3,526 | $108.0K | 0.01% | −402−10.2% | Reduced |
| Jacob Asset Management of New York LLC | 4,466 | $136.7K | 0.16% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,983 | $152.6K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 5,100 | $156.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,660 | $173.0K | 0.01% | +4,090+260.5% | Added |
| Public Employees Retirement Association of Colorado | 6,230 | $191.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6,350 | $194.0K | 0.00% | +80+1.3% | Added |
| Stifel Financial Corp | 7,022 | $215.0K | 0.00% | +338+5.1% | Added |
| XTX Topco Ltd | 7,262 | $222.4K | 0.05% | +7,262 | New |
| Virtu Financial LLC | 7,804 | $239.0K | 0.03% | +7,804 | New |
| Commonwealth Equity Services, LLC | 7,869 | $240.0K | 0.00% | +7,869 | New |
| Mercer Global Advisors Inc | 7,830 | $240.0K | 0.00% | +7,830 | New |
| Brandywine Managers, LLC | 8,067 | $247.0K | 0.18% | 00.0% | Unchanged |
| Trexquant Investment LP | 8,164 | $250.0K | 0.01% | +3,025+58.9% | Added |
| Winton Group Ltd | 8,847 | $270.9K | 0.02% | +8,847 | New |
| Amalgamated Bank | 8,948 | $274.0K | 0.00% | −1,543−14.7% | Reduced |
| Handelsbanken Fonder AB | 9,400 | $288.0K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 9,839 | $301.3K | 0.10% | +9,839 | New |
| Man Group plc | – | $305.1K | 0.00% | – | New |
| Federated Hermes, Inc. | 10,000 | $306.2K | 0.00% | +10,000 | New |
| Horizon Kinetics Asset Management LLC | 10,000 | $306.2K | 0.01% | +10,000 | New |
| Green Alpha Advisors, LLC | 10,262 | $314.2K | 0.22% | −28−0.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,272 | $314.5K | 0.00% | +750+7.9% | Added |
| Steel Peak Wealth Management LLC | 10,387 | $318.1K | 0.02% | +10,387 | New |
| Massachusetts Financial Services Co | 10,409 | $318.7K | 0.00% | −10,498−50.2% | Reduced |
| Artal Group S.A. | 10,975 | $336.0K | 0.02% | +10,975 | New |
| Vident Investment Advisory, LLC | 11,857 | $363.1K | 0.01% | +3,337+39.2% | Added |
| E Fund Management Co., Ltd. | 12,016 | $368.0K | 0.03% | +1,981+19.7% | Added |
| Capital Impact Advisors, LLC | 12,600 | $385.8K | 0.47% | +445+3.7% | Added |
| Envestnet Asset Management Inc | 12,864 | $393.9K | 0.00% | +5,244+68.8% | Added |
| ProShare Advisors LLC | 12,940 | $396.2K | 0.00% | −1,961−13.2% | Reduced |
| Advisor Group Holdings, Inc. | 13,521 | $413.6K | 0.00% | −721−5.1% | Reduced |
| Leonteq Securities AG | 14,667 | $449.1K | 0.04% | +14,667 | New |
| Pearl River Capital, LLC | 14,676 | $449.4K | 0.07% | +4,036+37.9% | Added |
| Virginia Retirement Systems Et Al | 15,600 | $477.7K | 0.00% | +10,000+178.6% | Added |
| Cubist Systematic Strategies, LLC | 15,744 | $482.1K | 0.00% | −31,935−67.0% | Reduced |
| Tekla Capital Management LLC | 15,817 | $484.3K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 15,960 | $488.7K | 0.01% | +3,922+32.6% | Added |
| SG Americas Securities, LLC | 16,277 | $498.0K | 0.01% | +12,090+288.8% | Added |
| Arizona State Retirement System | 16,335 | $500.2K | 0.00% | +454+2.9% | Added |