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 2 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 2024
Institutional positions in Beam Therapeutics Inc. as of Mar 31, 2024. 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
- 221
- +37 vs. Q4 2023
- Shares held
- 70.3M
- +1.41M (+2.1%) vs. Q4 2023
- Total value
- $2.32B
- +$447.0M (+23.8%) vs. Q4 2023
- New holders
- 55
- 80 more added
- Sold out
- 18
- 47 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Beam Therapeutics Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 5 | $165 | 0.00% | +5 | New |
| Assetmark, Inc | 8 | $264 | 0.00% | +2+33.3% | Added |
| Bogart Wealth, LLC | 11 | $363 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 | $462 | 0.00% | +14 | New |
| C M Bidwell & Associates Ltd | 15 | $496 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 15 | $509 | 0.00% | +15 | New |
| Abich Financial Wealth Management LLC | 18 | $595 | 0.00% | +4+28.6% | Added |
| Gen-Wealth Partners Inc | 18 | $595 | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 23 | $760 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 26 | $859 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $991 | 0.00% | +20+200.0% | Added |
| EverSource Wealth Advisors, LLC | 48 | $1.02K | 0.00% | +48 | New |
| Farther Finance Advisors, LLC | 50 | $1.63K | 0.00% | +23+85.2% | Added |
| Ancora Advisors, LLC | 50 | $1.65K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $1.65K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $1.65K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 62 | $2.05K | 0.00% | −416−87.0% | Reduced |
| Dunhill Financial, LLC | 74 | $2.44K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 75 | $2.48K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 77 | $2.54K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 80 | $2.64K | 0.00% | +80 | New |
| Cassady Schiller Wealth Management, LLC | 84 | $2.77K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 86 | $2.84K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 97 | $3.21K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 99 | $3.27K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 100 | $3.30K | 0.00% | +100 | New |
| Beaird Harris Wealth Management, LLC | 106 | $3.50K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 120 | $3.96K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 150 | $4.90K | 0.00% | +150 | New |
| Retirement Group, LLC | 160 | $5.29K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 170 | $5.62K | 0.00% | +170 | New |
| Principal Securities, Inc. | 190 | $6.28K | 0.00% | +34+21.8% | Added |
| Trust Co of Vermont | 200 | $6.61K | 0.00% | +200 | New |
| Allworth Financial LP | 204 | $6.74K | 0.00% | −362−64.0% | Reduced |
| Spire Wealth Management | 225 | $7.43K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 238 | $8.00K | 0.00% | +7+3.0% | Added |
| Daiwa Securities Group Inc. | 283 | $9.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 268 | $9.00K | 0.00% | +200+294.1% | Added |
| Steward Partners Investment Advisory, LLC | 300 | $9.91K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 385 | $12.7K | 0.00% | +153+65.9% | Added |
| Covestor Ltd | 398 | $13.0K | 0.01% | −1−0.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 384 | $13.0K | 0.00% | +293+322.0% | Added |
| GWM Advisors LLC | 442 | $14.6K | 0.00% | +43+10.8% | Added |
| Liberty One Investment Management, LLC | 598 | $19.8K | 0.00% | +11+1.9% | Added |
| National Bank of Canada | 1,000 | $21.3K | 0.00% | −500−33.3% | Reduced |
| Lindbrook Capital, LLC | 724 | $23.9K | 0.00% | +52+7.7% | Added |
| Nisa Investment Advisors, LLC | 773 | $25.5K | 0.00% | +122+18.7% | Added |
| Riverview Trust Co | 796 | $26.3K | 0.02% | +796 | New |
| Quarry LP | 800 | $26.4K | 0.01% | +800 | New |
| Leonteq Securities AG | 854 | $28.2K | 0.00% | −152−15.1% | Reduced |
| Comerica Bank | 865 | $28.6K | 0.00% | −108−11.1% | Reduced |
| First Horizon Advisors, Inc. | 1,002 | $33.1K | 0.00% | +8+0.8% | Added |
| Quadrant Capital Group LLC | 1,049 | $34.7K | 0.00% | −153−12.7% | Reduced |
| Signaturefd, LLC | 1,068 | $35.3K | 0.00% | +47+4.6% | Added |
| Pacer Advisors, Inc. | 1,134 | $37.5K | 0.00% | +1,134 | New |
| Van Eck Associates Corp | 1,145 | $38.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,200 | $39.6K | 0.00% | +1,200 | New |
| Catalyst Funds Management Pty Ltd | 1,300 | $43.0K | 0.01% | +1,300 | New |
| STRS Ohio | 1,500 | $49.0K | 0.00% | +1,500 | New |
| WR Wealth Planners, LLC | 1,500 | $49.6K | 0.02% | +1,500 | New |
| CWM, LLC | 1,546 | $51.0K | 0.00% | −205−11.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,772 | $58.5K | 0.00% | +208+13.3% | Added |
| KBC Group NV | 1,795 | $59.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,244 | $74.1K | 0.00% | +227+11.3% | Added |
| Group One Trading, L.P. | 2,453 | $81.0K | 0.00% | +2,453 | New |
| Amalgamated Bank | 2,473 | $82.0K | 0.00% | −7,345−74.8% | Reduced |
| Quantbot Technologies LP | 2,800 | $92.5K | 0.01% | +2,800 | New |
| Virtus ETF Advisers LLC | 2,911 | $96.2K | 0.05% | −197−6.3% | Reduced |
| Amundi | 4,321 | $105.0K | 0.00% | −2,845−39.7% | Reduced |
| Ci Investments Inc. | 3,758 | $124.0K | 0.00% | +3+0.1% | Added |
| Metropolitan Life Insurance Co | 3,847 | $127.1K | 0.01% | −370−8.8% | Reduced |
| Royal Bank of Canada | 4,071 | $135.0K | 0.00% | +2,135+110.3% | Added |
| Quest Partners LLC | 4,953 | $163.6K | 0.03% | +4,953 | New |
| Tower Research Capital LLC (TRC) | 6,044 | $199.7K | 0.00% | −218−3.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 6,055 | $201.0K | 0.01% | +6,055 | New |
| SG Americas Securities, LLC | 6,124 | $202.0K | 0.00% | −8,720−58.7% | Reduced |
| Public Employees Retirement Association of Colorado | 6,230 | $206.0K | 0.00% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 6,250 | $206.5K | 0.03% | +6,250 | New |
| AQR Capital Management LLC | 6,524 | $215.6K | 0.00% | +6,524 | New |
| Thrive Wealth Management, LLC | 6,925 | $228.8K | 0.05% | +6,925 | New |
| DLK Investment Management, LLC | 7,225 | $238.7K | 0.10% | +7,225 | New |
| Ameritas Investment Partners, Inc. | 7,503 | $247.9K | 0.01% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 7,505 | $248.0K | 0.01% | +7,505 | New |
| Stifel Financial Corp | 7,626 | $252.0K | 0.00% | +7,626 | New |
| JustInvest LLC | 7,630 | $252.1K | 0.01% | +7,630 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,640 | $252.4K | 0.00% | −350−4.4% | Reduced |
| Great West Life Assurance Co | 7,825 | $259.0K | 0.00% | +396+5.3% | Added |
| Verition Fund Management LLC | 7,894 | $260.8K | 0.00% | +7,894 | New |
| Aquatic Capital Management LLC | 7,900 | $261.0K | 0.01% | +7,900 | New |
| Brandywine Managers, LLC | 8,067 | $266.5K | 0.26% | 00.0% | Unchanged |
| Mariner, LLC | 8,155 | $269.4K | 0.00% | +529+6.9% | Added |
| ExodusPoint Capital Management, LP | 8,475 | $280.0K | 0.00% | +8,475 | New |
| Raymond James Financial Services Advisors, Inc. | 8,715 | $287.9K | 0.00% | +783+9.9% | Added |
| Bayesian Capital Management, LP | 8,803 | $290.9K | 0.03% | +8,803 | New |
| Victory Capital Management Inc | 8,948 | $295.6K | 0.00% | −334−3.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 9,597 | $317.1K | 0.01% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 10,000 | $330.4K | 0.04% | +10,000 | New |
| Cresset Asset Management, LLC | 10,612 | $350.6K | 0.00% | +289+2.8% | Added |
| New York Life Investment Management LLC | 10,734 | $354.7K | 0.00% | +10,734 | New |
| Hemenway Trust Co LLC | 10,755 | $355.3K | 0.03% | 00.0% | Unchanged |