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Beam Global

BEEM
Exchange
Nasdaq
Industry
Miscellaneous Electrical Machinery, Equipment & Supplies
SEC CIK
0001398805

No open-market purchases or sales by Beam Global insiders were filed in the last 90 days; 48 institutions reported holding it in 13F filings for Q2 2026, worth $2.84M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Beam Global as of Mar 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
63
No complete 13F data for Q4 2020
Shares held
3.39M
No complete 13F data for Q4 2020
Total value
$146.9M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting BEEM 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.

Institutional holdersQ1 2021: 63 institutions
Q1 2021: 63 institutionsQ2 2021: 74 institutionsQ3 2021: 77 institutionsQ4 2021: 78 institutionsQ1 2022: 70 institutionsQ2 2022: 70 institutionsQ3 2022: 63 institutionsQ4 2022: 68 institutionsQ1 2023: 65 institutionsQ2 2023: 74 institutionsQ3 2023: 66 institutionsQ4 2023: 66 institutionsQ1 2024: 54 institutionsQ2 2024: 56 institutionsQ3 2024: 50 institutionsQ4 2024: 48 institutionsQ1 2025: 44 institutionsQ2 2025: 40 institutionsQ3 2025: 45 institutionsQ4 2025: 41 institutionsQ1 2026: 42 institutionsQ2 2026: 48 institutions
Value heldQ1 2021: $146.9M
Q1 2021: $146.9MQ2 2021: $158.3MQ3 2021: $112.6MQ4 2021: $75.5MQ1 2022: $70.6MQ2 2022: $38.3MQ3 2022: $25.6MQ4 2022: $37.1MQ1 2023: $34.8MQ2 2023: $29.9MQ3 2023: $22.6MQ4 2023: $20.4MQ1 2024: $18.4MQ2 2024: $11.9MQ3 2024: $12.5MQ4 2024: $7.49MQ1 2025: $4.20MQ2 2025: $3.02MQ3 2025: $7.19MQ4 2025: $3.98MQ1 2026: $3.77MQ2 2026: $2.84M
Institutions holding BEEM and their total value by quarter
QuarterHoldersValue
Q2 202648$2.84M
Q1 202642$3.77M
Q4 202541$3.98M
Q3 202545$7.19M
Q2 202540$3.02M
Q1 202544$4.20M
Q4 202448$7.49M
Q3 202450$12.5M
Q2 202456$11.9M
Q1 202454$18.4M
Q4 202366$20.4M
Q3 202366$22.6M
Q2 202374$29.9M
Q1 202365$34.8M
Q4 202268$37.1M
Q3 202263$25.6M
Q2 202270$38.3M
Q1 202270$70.6M
Q4 202178$75.5M
Q3 202177$112.6M
Q2 202174$158.3M
Q1 202163$146.9M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Beam Global.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BEEM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC3$00.00%––
Panagora Asset Management Inc18$1.00K0.00%––
IFP Advisors, Inc20$1.00K0.00%––
Human Investing LLC20$1.00K0.00%––
Gemmer Asset Management LLC50$2.00K0.00%––
NEXT Financial Group, Inc50$2.00K0.00%––
WealthShield Partners, LLC100$4.00K0.00%––
Ellis Investment Partners, LLC100$4.00K0.00%––
Navigation Wealth Management, Inc.100$4.00K0.00%––
Tradewinds Capital Management, LLC112$5.00K0.00%––
American Portfolios Advisors183$7.93K0.00%––
Allworth Financial LP197$9.00K0.00%––
SOA Wealth Advisors, LLC.213$9.00K0.00%––
Mesirow Financial Investment Management, Inc.404$18.0K0.05%––
Ancora Advisors, LLC442$19.0K0.00%––
Princeton Global Asset Management LLC770$33.0K0.01%––
Optimum Investment Advisors1,000$43.0K0.01%––
Center for Financial Planning, Inc.1,000$43.0K0.01%––
Group One Trading, L.P.1,155$50.0K0.00%––
Tower Research Capital LLC (TRC)1,340$58.0K0.00%––
Hussman Strategic Advisors, Inc.2,500$108.0K0.02%––
Credit Agricole S A2,600$113.0K0.00%––
Price T Rowe Associates Inc5,000$217.0K0.00%––
Bluestein R H & Co5,500$238.0K0.01%––
State Street Corp5,600$243.0K0.00%––
Citigroup Inc5,731$248.0K0.00%––
Wells Fargo & Company6,332$275.0K0.00%––
Formidable Asset Management, LLC7,000$281.0K0.06%––
Trexquant Investment LP6,506$282.0K0.03%––
Advisor Group Holdings, Inc.7,539$327.0K0.00%––
Lido Advisors, LLC8,324$361.0K0.01%––
Cetera Investment Advisers8,524$370.0K0.01%––
Royal Bank of Canada8,747$379.0K0.00%––
Virtu Financial LLC8,739$379.0K0.03%––
Bank of America Corp9,080$394.0K0.00%––
Cutler Group LP9,413$408.0K0.03%––
Toroso Investments, LLC10,568$458.0K0.02%––
California Public Employees Retirement System11,330$491.0K0.00%––
Northern Trust Corp12,038$522.0K0.00%––
Truist Financial Corp12,550$544.0K0.00%––
Royce & Associates LP13,000$564.0K0.00%––
Morgan Stanley14,797$641.0K0.00%––
Goldman Sachs Group Inc18,298$793.0K0.00%––
UBS Group AG21,447$930.0K0.00%––
ExodusPoint Capital Management, LP25,242$1.09M0.02%––
King Luther Capital Management Corp26,667$1.16M0.01%––
LPL Financial LLC29,474$1.28M0.00%––
Jane Street Group, LLC39,424$1.71M0.00%––
Geode Capital Management, LLC53,459$2.32M0.00%––
Alps Advisors Inc69,922$3.03M0.03%––
Citadel Advisors LLC71,649$3.11M0.00%––
Bard Associates Inc72,365$3.14M1.13%––
Millennium Management LLC74,625$3.24M0.00%––
Essex Investment Management Co LLC75,680$3.28M0.40%––
Nicola Wealth Management Ltd.85,000$3.69M0.41%––
Arosa Capital Management LP92,331$4.00M1.32%––
Renaissance Technologies LLC126,800$5.50M0.01%––
Voloridge Investment Management, LLC133,940$5.81M0.04%––
Susquehanna International Group, LLP138,759$6.02M0.01%––
BlackRock Inc.141,392$6.13M0.00%––
FNY Investment Advisers, LLC143,487$6.22M2.33%––
Vanguard Group Inc300,520$13.0M0.00%––
Invesco Ltd.1,459,982$63.3M0.02%––