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 2023
Institutional positions in Beam Therapeutics Inc. as of Sep 30, 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
- 195
- +4 vs. Q2 2023
- Shares held
- 67.4M
- +3.94M (+6.2%) vs. Q2 2023
- Total value
- $1.62B
- −$404.9M (−20.0%) vs. Q2 2023
- New holders
- 33
- 79 more added
- Sold out
- 29
- 39 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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 2023
Shares, value and share of portfolio for each institution holding Beam Therapeutics Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 22 | $0 | 0.00% | +22 | New |
| Farther Finance Advisors, LLC | 6 | $144 | 0.00% | +6 | New |
| Versant Capital Management, Inc | 7 | $168 | 0.00% | −98−93.3% | Reduced |
| Larson Financial Group LLC | 10 | $241 | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 10 | $241 | 0.00% | +10 | New |
| Bogart Wealth, LLC | 11 | $265 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 10 | $319 | 0.00% | +10 | New |
| Impact Partnership Wealth, LLC | 14 | $337 | 0.00% | +14 | New |
| Authentikos Wealth Advisory, LLC | 15 | $361 | 0.00% | +15 | New |
| Hollencrest Capital Management | 26 | $625 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 29 | $697 | 0.00% | +6+26.1% | Added |
| Bell Investment Advisors, Inc | 38 | $914 | 0.00% | −9−19.1% | Reduced |
| Cutler Group LP | 50 | $1.00K | 0.00% | +50 | New |
| Capital Advisors, Ltd. LLC | 27 | $1.00K | 0.00% | +27 | New |
| Massmutual Trust Co FSB | 47 | $1.13K | 0.00% | +47 | New |
| Ancora Advisors, LLC | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 53 | $1.27K | 0.00% | +53 | New |
| Grove Bank & Trust | 53 | $1.27K | 0.00% | +53 | New |
| C M Bidwell & Associates Ltd | 66 | $1.59K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 75 | $1.62K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 91 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 84 | $2.02K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 92 | $2.21K | 0.00% | +92 | New |
| Glassman Wealth Services | 94 | $2.26K | 0.00% | +89+1,780.0% | Added |
| Pinnacle Bancorp, Inc. | 97 | $2.33K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 106 | $2.55K | 0.00% | −105−49.8% | Reduced |
| AllSquare Wealth Management LLC | 120 | $2.89K | 0.00% | −440−78.6% | Reduced |
| Headinvest, LLC | 160 | $3.44K | 0.00% | +160 | New |
| Retirement Group, LLC | 160 | $3.85K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 177 | $4.00K | 0.00% | −1−0.6% | Reduced |
| Rational Advisors LLC | 126 | $4.02K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 217 | $5.00K | 0.00% | +56+34.8% | Added |
| Spire Wealth Management | 225 | $5.41K | 0.00% | −505−69.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 250 | $6.01K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 270 | $6.49K | 0.00% | +40+17.4% | Added |
| Daiwa Securities Group Inc. | 283 | $7.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 268 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 313 | $7.53K | 0.00% | +300+2,307.7% | Added |
| Lindbrook Capital, LLC | 349 | $8.39K | 0.00% | +315+926.5% | Added |
| First Manhattan Co | 400 | $9.62K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 403 | $9.69K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 440 | $10.6K | 0.00% | −187−29.8% | Reduced |
| National Bank of Canada | 500 | $10.6K | 0.00% | +500 | New |
| Virtus Fund Advisers, LLC | 467 | $11.2K | 0.08% | 00.0% | Unchanged |
| Comerica Bank | 538 | $12.9K | 0.00% | +538 | New |
| The PNC Financial Services Group, Inc. | 641 | $15.4K | 0.00% | +297+86.3% | Added |
| Itau Unibanco Holding S.A. | 953 | $22.9K | 0.00% | +220+30.0% | Added |
| Van Eck Associates Corp | 1,088 | $26.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,105 | $26.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,105 | $26.6K | 0.00% | +686+163.7% | Added |
| KBC Group NV | 1,175 | $28.0K | 0.00% | +1,175 | New |
| Quadrant Capital Group LLC | 1,330 | $32.0K | 0.00% | +1,330 | New |
| WR Wealth Planners, LLC | 1,500 | $36.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,986 | $48.0K | 0.00% | −25,456−92.8% | Reduced |
| US Bancorp | 2,024 | $48.7K | 0.00% | +1,707+538.5% | Added |
| Royal Bank of Canada | 2,077 | $50.0K | 0.00% | −21,260−91.1% | Reduced |
| Leonteq Securities AG | 2,121 | $51.0K | 0.01% | −3,496−62.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 2,272 | $54.6K | 0.02% | +1,037+84.0% | Added |
| Signaturefd, LLC | 2,682 | $64.5K | 0.00% | +2,625+4,605.3% | Added |
| Ci Investments Inc. | 2,978 | $72.0K | 0.00% | −89−2.9% | Reduced |
| Virtus Investment Advisers, Inc. | 3,049 | $73.3K | 0.05% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,312 | $79.7K | 0.00% | +1,364+70.0% | Added |
| Tower Research Capital LLC (TRC) | 4,094 | $98.5K | 0.00% | −7,325−64.1% | Reduced |
| Metropolitan Life Insurance Co | 4,217 | $101.4K | 0.01% | +483+12.9% | Added |
| Jacob Asset Management of New York LLC | 4,829 | $116.1K | 0.16% | +435+9.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,000 | $144.3K | 0.01% | +6,000 | New |
| Public Employees Retirement Association of Colorado | 6,230 | $150.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 6,390 | $154.0K | 0.00% | +3,000+88.5% | Added |
| Amundi | 7,166 | $159.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,790 | $163.3K | 0.01% | +1,147+20.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,931 | $190.7K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 8,721 | $210.0K | 0.00% | +8,721 | New |
| JustInvest LLC | 8,993 | $216.3K | 0.01% | +8,993 | New |
| Seven Eight Capital, LP | 9,747 | $234.4K | 0.03% | +9,747 | New |
| Commonwealth Equity Services, LLC | 9,812 | $236.0K | 0.00% | +1,030+11.7% | Added |
| Amalgamated Bank | 9,836 | $237.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 9,899 | $238.1K | 0.01% | +8,042+433.1% | Added |
| Federated Hermes, Inc. | 10,000 | $240.5K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 10,000 | $240.5K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,143 | $243.9K | 0.00% | −5,098−33.4% | Reduced |
| Handelsbanken Fonder AB | 10,500 | $253.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 10,548 | $253.0K | 0.01% | +2,793+36.0% | Added |
| Artal Group S.A. | 10,975 | $264.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,460 | $276.0K | 0.00% | +1,866+19.4% | Added |
| Gsa Capital Partners LLP | 11,785 | $283.0K | 0.02% | +11,785 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,907 | $286.4K | 0.00% | +1,549+15.0% | Added |
| QRG Capital Management, Inc. | 12,825 | $308.4K | 0.01% | +12,825 | New |
| Man Group plc | – | $315.5K | 0.00% | – | – |
| Advisor Group Holdings, Inc. | 13,340 | $320.8K | 0.00% | +228+1.7% | Added |
| Capital Fund Management S.A. | 14,117 | $339.5K | 0.00% | +14,117 | New |
| ProShare Advisors LLC | 14,239 | $342.4K | 0.00% | +419+3.0% | Added |
| Vident Advisory, LLC | 14,446 | $347.4K | 0.01% | +14,446 | New |
| Trexquant Investment LP | 14,952 | $359.6K | 0.01% | +14,952 | New |
| SG Americas Securities, LLC | 15,098 | $363.0K | 0.00% | +15,098 | New |
| ClariVest Asset Management LLC | 15,150 | $364.0K | 0.02% | −22,690−60.0% | Reduced |
| Green Alpha Advisors, LLC | 15,574 | $374.6K | 0.29% | +3,083+24.7% | Added |
| Ameriprise Financial Inc | 16,130 | $387.9K | 0.00% | +6,657+70.3% | Added |
| Jane Street Group, LLC | 16,158 | $388.6K | 0.00% | −117,197−87.9% | Reduced |