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 2025
Institutional positions in Beam Therapeutics Inc. as of Mar 31, 2025. 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
- 238
- +10 vs. Q4 2024
- Shares held
- 101.4M
- +20.1M (+24.8%) vs. Q4 2024
- Total value
- $1.99B
- −$30.2M (−1.5%) vs. Q4 2024
- New holders
- 43
- 101 more added
- Sold out
- 33
- 47 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding Beam Therapeutics Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 17 | $0 | 0.00% | +7+70.0% | Added |
| Parkworth Wealth Management, Inc. | 1 | $20 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $20 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 4 | $78 | 0.00% | +3+300.0% | Added |
| Massmutual Trust Co FSB | 5 | $98 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $98 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $98 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 10 | $196 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $215 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $215 | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 14 | $274 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 15 | $293 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 18 | $352 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 22 | $388 | 0.00% | +22 | New |
| Parkside Financial Bank & Trust | 20 | $391 | 0.00% | +20 | New |
| CVA Family Office, LLC | 22 | $430 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 27 | $527 | 0.00% | +27 | New |
| CoreCap Advisors, LLC | 28 | $547 | 0.00% | +8+40.0% | Added |
| SRS Capital Advisors, Inc. | 30 | $586 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $586 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $586 | 0.00% | +30 | New |
| Quadrant Capital Group LLC | 31 | $606 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 35 | $706 | 0.00% | −31−47.0% | Reduced |
| Farther Finance Advisors, LLC | 46 | $811 | 0.00% | +10+27.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 42 | $820 | 0.00% | +42 | New |
| Bell Investment Advisors, Inc | 43 | $840 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $976 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $977 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 50 | $977 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $977 | 0.00% | +50 | New |
| ORG Partners LLC | 56 | $987 | 0.00% | +56 | New |
| Cordant, Inc. | 61 | $1.19K | 0.00% | +61 | New |
| Meeder Asset Management Inc | 64 | $1.25K | 0.00% | +64 | New |
| Private Wealth Management Group, LLC | 65 | $1.27K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 60 | $1.33K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 71 | $1.39K | 0.00% | +71 | New |
| Dunhill Financial, LLC | 74 | $1.45K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 97 | $1.89K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 97 | $1.89K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 106 | $2.07K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 115 | $2.25K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 120 | $2.34K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 115 | $2.41K | 0.00% | +15+15.0% | Added |
| Rothschild Investment LLC | 150 | $2.93K | 0.00% | +25+20.0% | Added |
| Reyes Financial Architecture, Inc. | 150 | $2.93K | 0.00% | +150 | New |
| EverSource Wealth Advisors, LLC | 156 | $3.05K | 0.00% | +95+155.7% | Added |
| Boston Private Wealth LLC | 176 | $3.44K | 0.00% | +176 | New |
| Newbridge Financial Services Group, Inc. | 200 | $3.91K | 0.00% | +200 | New |
| Financial Network Wealth Advisors LLC | 200 | $3.91K | 0.01% | +200 | New |
| Coldstream Capital Management Inc | 220 | $4.30K | 0.00% | +220 | New |
| Smartleaf Asset Management LLC | 224 | $4.97K | 0.00% | −122−35.3% | Reduced |
| Asset Dedication, LLC | 268 | $5.24K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 300 | $5.86K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 283 | $6.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 316 | $6.17K | 0.00% | +316 | New |
| Stonebridge Financial Group, LLC | 350 | $6.84K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 298 | $7.39K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 395 | $7.71K | 0.00% | −32−7.5% | Reduced |
| Covestor Ltd | 402 | $8.00K | 0.01% | +1+0.2% | Added |
| Ronald Blue Trust, Inc. | 416 | $8.13K | 0.00% | +18+4.5% | Added |
| Lindbrook Capital, LLC | 479 | $9.36K | 0.00% | −9−1.8% | Reduced |
| SBI Securities Co., Ltd. | 479 | $9.36K | 0.00% | +145+43.4% | Added |
| US Bancorp | 656 | $12.8K | 0.00% | +348+113.0% | Added |
| MAI Capital Management | 660 | $12.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 697 | $13.6K | 0.00% | +5+0.7% | Added |
| GWM Advisors LLC | 721 | $14.1K | 0.00% | +487+208.1% | Added |
| Riverview Trust Co | 796 | $15.5K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 821 | $16.0K | 0.00% | −52−6.0% | Reduced |
| Sandy Spring Bank | 900 | $17.6K | 0.00% | −300−25.0% | Reduced |
| Nisa Investment Advisors, LLC | 923 | $18.0K | 0.00% | −114−11.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,000 | $19.5K | 0.00% | +1,000 | New |
| First Horizon Advisors, Inc. | 1,023 | $20.0K | 0.00% | −14−1.4% | Reduced |
| Group One Trading, L.P. | 1,190 | $23.2K | 0.00% | +1,190 | New |
| Van Eck Associates Corp | 1,304 | $25.0K | 0.00% | +316+32.0% | Added |
| Clearstead Advisors, LLC | 1,500 | $29.3K | 0.00% | −18−1.2% | Reduced |
| CIBC Private Wealth Group, LLC | 2,047 | $29.8K | 0.00% | +66+3.3% | Added |
| Sterling Capital Management LLC | 1,578 | $30.8K | 0.00% | −831−34.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,714 | $33.0K | 0.00% | +1,714 | New |
| GAMMA Investing LLC | 1,904 | $37.2K | 0.00% | −3,818−66.7% | Reduced |
| GF Fund Management Co. Ltd. | 2,120 | $41.4K | 0.00% | +381+21.9% | Added |
| The PNC Financial Services Group, Inc. | 2,385 | $46.6K | 0.00% | +268+12.7% | Added |
| Amundi | 3,041 | $50.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,684 | $52.0K | 0.00% | +1,191+79.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,709 | $60.2K | 0.00% | −50−1.8% | Reduced |
| Leonteq Securities AG | 3,110 | $60.7K | 0.00% | +3,001+2,753.2% | Added |
| Amalgamated Bank | 3,153 | $62.0K | 0.00% | +534+20.4% | Added |
| Parallax Volatility Advisers, L.P. | 3,259 | $63.6K | 0.00% | +3,259 | New |
| KBC Group NV | 4,143 | $81.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,340 | $85.0K | 0.00% | −20−0.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 4,430 | $86.5K | 0.06% | +4,430 | New |
| Quarry LP | 4,500 | $87.9K | 0.02% | +3,000+200.0% | Added |
| Virtus Investment Advisers, Inc. | 5,856 | $114.4K | 0.03% | +5,856 | New |
| Advisor Group Holdings, Inc. | 6,056 | $118.3K | 0.00% | +1,614+36.3% | Added |
| Public Employees Retirement Association of Colorado | 6,230 | $122.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,183 | $160.0K | 0.00% | −2,035−19.9% | Reduced |
| Quest Partners LLC | 8,262 | $161.4K | 0.02% | +5,652+216.6% | Added |
| Great West Life Assurance Co | 8,895 | $174.0K | 0.00% | +362+4.2% | Added |
| Ameritas Investment Partners, Inc. | 9,349 | $182.6K | 0.01% | +1,350+16.9% | Added |
| STRS Ohio | 9,900 | $193.3K | 0.00% | +2,700+37.5% | Added |
| Atria Investments LLC | 10,007 | $195.4K | 0.00% | +445+4.7% | Added |