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, Q2 2021
Institutional positions in Beam Global as of Jun 30, 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
- 74
- +11 vs. Q1 2021
- Shares held
- 4.13M
- +742.7K (+21.9%) vs. Q1 2021
- Total value
- $158.3M
- +$11.4M (+7.7%) vs. Q1 2021
- New holders
- 26
- 19 more added
- Sold out
- 15
- 14 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 48 | $2.84M |
| Q1 2026 | 42 | $3.77M |
| Q4 2025 | 41 | $3.98M |
| Q3 2025 | 45 | $7.19M |
| Q2 2025 | 40 | $3.02M |
| Q1 2025 | 44 | $4.20M |
| Q4 2024 | 48 | $7.49M |
| Q3 2024 | 50 | $12.5M |
| Q2 2024 | 56 | $11.9M |
| Q1 2024 | 54 | $18.4M |
| Q4 2023 | 66 | $20.4M |
| Q3 2023 | 66 | $22.6M |
| Q2 2023 | 74 | $29.9M |
| Q1 2023 | 65 | $34.8M |
| Q4 2022 | 68 | $37.1M |
| Q3 2022 | 63 | $25.6M |
| Q2 2022 | 70 | $38.3M |
| Q1 2022 | 70 | $70.6M |
| Q4 2021 | 78 | $75.5M |
| Q3 2021 | 77 | $112.6M |
| Q2 2021 | 74 | $158.3M |
| Q1 2021 | 63 | $146.9M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 1,348,131 | $51.6M | 0.01% | −111,851−7.7% | Reduced |
| BlackRock Inc. | 542,903 | $20.8M | 0.00% | +401,511+284.0% | Added |
| Vanguard Group Inc | 406,147 | $15.6M | 0.00% | +105,627+35.1% | Added |
| State Street Corp | 271,931 | $10.4M | 0.00% | +266,331+4,755.9% | Added |
| Geode Capital Management, LLC | 133,989 | $5.13M | 0.00% | +80,530+150.6% | Added |
| Nicola Wealth Management Ltd. | 126,500 | $4.85M | 0.50% | +41,500+48.8% | Added |
| Susquehanna International Group, LLP | 121,727 | $4.66M | 0.01% | −17,032−12.3% | Reduced |
| Voloridge Investment Management, LLC | 109,764 | $4.21M | 0.03% | −24,176−18.0% | Reduced |
| FNY Investment Advisers, LLC | 101,571 | $3.89M | 1.56% | −41,916−29.2% | Reduced |
| Arosa Capital Management LP | 92,331 | $3.54M | 1.26% | 00.0% | Unchanged |
| Northern Trust Corp | 83,559 | $3.20M | 0.00% | +71,521+594.1% | Added |
| Essex Investment Management Co LLC | 79,702 | $3.05M | 0.35% | +4,022+5.3% | Added |
| Morgan Stanley | 70,501 | $2.70M | 0.00% | +55,704+376.5% | Added |
| Bard Associates Inc | 69,800 | $2.67M | 0.88% | −2,565−3.5% | Reduced |
| Alps Advisors Inc | 66,190 | $2.54M | 0.02% | −3,732−5.3% | Reduced |
| LPL Financial LLC | 59,468 | $2.28M | 0.00% | +29,994+101.8% | Added |
| UBS Group AG | 56,843 | $2.18M | 0.00% | +35,396+165.0% | Added |
| Marshall Wace, LLP | 34,297 | $1.31M | 0.01% | +34,297 | New |
| Toroso Investments, LLC | 32,396 | $1.24M | 0.05% | +21,828+206.5% | Added |
| Cowen and Company, LLC | 30,000 | $1.15M | 0.06% | +30,000 | New |
| King Luther Capital Management Corp | 26,667 | $1.02M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,162 | $850.0K | 0.00% | +22,162 | New |
| Bank of New York Mellon Corp | 21,932 | $840.0K | 0.00% | +21,932 | New |
| Nuveen Asset Management, LLC | 20,878 | $800.0K | 0.00% | +20,878 | New |
| SOA Wealth Advisors, LLC. | 18,689 | $715.0K | 0.18% | +18,476+8,674.2% | Added |
| Truist Financial Corp | 12,550 | $481.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 12,118 | $464.0K | 0.00% | +12,118 | New |
| Trexquant Investment LP | 10,884 | $417.0K | 0.04% | +4,378+67.3% | Added |
| Royal Bank of Canada | 9,121 | $348.0K | 0.00% | +374+4.3% | Added |
| Deutsche Bank AG | 9,036 | $346.0K | 0.00% | +9,036 | New |
| Cetera Advisors LLC | 9,004 | $345.0K | 0.01% | +9,004 | New |
| Cetera Investment Advisers | 8,524 | $327.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,324 | $319.0K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 8,159 | $313.0K | 0.00% | +8,159 | New |
| New York State Common Retirement Fund | 7,600 | $291.0K | 0.00% | +7,600 | New |
| Inspire Advisors, LLC | 7,385 | $283.0K | 0.09% | +7,385 | New |
| Sculptor Capital LP | 7,300 | $280.0K | 0.00% | +7,300 | New |
| Price T Rowe Associates Inc | 6,822 | $261.0K | 0.00% | +1,822+36.4% | Added |
| Connors Investor Services Inc | 6,625 | $254.0K | 0.03% | +6,625 | New |
| Parametric Portfolio Associates LLC | 6,544 | $251.0K | 0.00% | +6,544 | New |
| Wells Fargo & Company | 6,249 | $239.0K | 0.00% | −83−1.3% | Reduced |
| Millennium Management LLC | 5,527 | $212.0K | 0.00% | −69,098−92.6% | Reduced |
| Bluestein R H & Co | 5,500 | $211.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 4,927 | $189.0K | 0.00% | +4,927 | New |
| Group One Trading, L.P. | 4,137 | $158.0K | 0.00% | +2,982+258.2% | Added |
| Bank of America Corp | 3,392 | $130.0K | 0.00% | −5,688−62.6% | Reduced |
| JPMorgan Chase & Co | 3,376 | $129.0K | 0.00% | +3,376 | New |
| Credit Agricole S A | 2,965 | $114.0K | 0.00% | +365+14.0% | Added |
| Hussman Strategic Advisors, Inc. | 2,500 | $96.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,527 | $96.0K | 0.00% | +2,527 | New |
| STRS Ohio | 2,000 | $76.0K | 0.00% | +2,000 | New |
| Advisor Group Holdings, Inc. | 1,701 | $65.0K | 0.00% | −5,838−77.4% | Reduced |
| Leonteq Securities AG | 1,001 | $38.3K | 0.00% | +1,001 | New |
| Center for Financial Planning, Inc. | 1,000 | $38.0K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 898 | $34.0K | 0.00% | +898 | New |
| Princeton Global Asset Management LLC | 770 | $29.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 700 | $26.8K | 0.00% | +700 | New |
| Ameritas Investment Partners, Inc. | 689 | $26.0K | 0.00% | +689 | New |
| Optimum Investment Advisors | 500 | $19.0K | 0.01% | −500−50.0% | Reduced |
| Tower Research Capital LLC (TRC) | 465 | $18.0K | 0.00% | −875−65.3% | Reduced |
| Penserra Capital Management LLC | 478 | $18.0K | 0.00% | +478 | New |
| Ancora Advisors, LLC | 442 | $17.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 418 | $16.0K | 0.00% | −5,313−92.7% | Reduced |
| Cutler Group LP | 290 | $11.0K | 0.00% | −9,123−96.9% | Reduced |
| American Portfolios Advisors | 283 | $10.8K | 0.00% | +100+54.6% | Added |
| Clearview Wealth Advisors LLC | 226 | $9.00K | 0.01% | +226 | New |
| Allworth Financial LP | 197 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 200 | $7.00K | 0.00% | +100+100.0% | Added |
| Eaton Vance Management | 150 | $6.00K | 0.00% | +150 | New |
| Tradewinds Capital Management, LLC | 112 | $4.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 12 | $0 | 0.00% | +12 | New |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −126,800−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −71,649−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −39,424−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −25,242−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −18,298−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −11,330−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,739−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |