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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 12 | $0 | 0.00% | +12 | New |
| Gemmer Asset Management LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 112 | $4.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 150 | $6.00K | 0.00% | +150 | New |
| Ellis Investment Partners, LLC | 200 | $7.00K | 0.00% | +100+100.0% | Added |
| Allworth Financial LP | 197 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 226 | $9.00K | 0.01% | +226 | New |
| American Portfolios Advisors | 283 | $10.8K | 0.00% | +100+54.6% | Added |
| Cutler Group LP | 290 | $11.0K | 0.00% | −9,123−96.9% | Reduced |
| Citigroup Inc | 418 | $16.0K | 0.00% | −5,313−92.7% | Reduced |
| Ancora Advisors, LLC | 442 | $17.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Optimum Investment Advisors | 500 | $19.0K | 0.01% | −500−50.0% | Reduced |
| Ameritas Investment Partners, Inc. | 689 | $26.0K | 0.00% | +689 | New |
| Federation des caisses Desjardins du Quebec | 700 | $26.8K | 0.00% | +700 | New |
| Princeton Global Asset Management LLC | 770 | $29.0K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 898 | $34.0K | 0.00% | +898 | New |
| Center for Financial Planning, Inc. | 1,000 | $38.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,001 | $38.3K | 0.00% | +1,001 | New |
| Advisor Group Holdings, Inc. | 1,701 | $65.0K | 0.00% | −5,838−77.4% | Reduced |
| STRS Ohio | 2,000 | $76.0K | 0.00% | +2,000 | New |
| 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 |
| Credit Agricole S A | 2,965 | $114.0K | 0.00% | +365+14.0% | Added |
| JPMorgan Chase & Co | 3,376 | $129.0K | 0.00% | +3,376 | New |
| Bank of America Corp | 3,392 | $130.0K | 0.00% | −5,688−62.6% | Reduced |
| Group One Trading, L.P. | 4,137 | $158.0K | 0.00% | +2,982+258.2% | Added |
| American International Group, Inc. | 4,927 | $189.0K | 0.00% | +4,927 | New |
| Bluestein R H & Co | 5,500 | $211.0K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 5,527 | $212.0K | 0.00% | −69,098−92.6% | Reduced |
| Wells Fargo & Company | 6,249 | $239.0K | 0.00% | −83−1.3% | Reduced |
| Parametric Portfolio Associates LLC | 6,544 | $251.0K | 0.00% | +6,544 | New |
| Connors Investor Services Inc | 6,625 | $254.0K | 0.03% | +6,625 | New |
| Price T Rowe Associates Inc | 6,822 | $261.0K | 0.00% | +1,822+36.4% | Added |
| Sculptor Capital LP | 7,300 | $280.0K | 0.00% | +7,300 | New |
| Inspire Advisors, LLC | 7,385 | $283.0K | 0.09% | +7,385 | New |
| New York State Common Retirement Fund | 7,600 | $291.0K | 0.00% | +7,600 | New |
| Rhumbline Advisers | 8,159 | $313.0K | 0.00% | +8,159 | New |
| Lido Advisors, LLC | 8,324 | $319.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,524 | $327.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 9,004 | $345.0K | 0.01% | +9,004 | New |
| Deutsche Bank AG | 9,036 | $346.0K | 0.00% | +9,036 | New |
| Royal Bank of Canada | 9,121 | $348.0K | 0.00% | +374+4.3% | Added |
| Trexquant Investment LP | 10,884 | $417.0K | 0.04% | +4,378+67.3% | Added |
| California State Teachers Retirement System | 12,118 | $464.0K | 0.00% | +12,118 | New |
| Truist Financial Corp | 12,550 | $481.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 18,689 | $715.0K | 0.18% | +18,476+8,674.2% | Added |
| Nuveen Asset Management, LLC | 20,878 | $800.0K | 0.00% | +20,878 | New |
| Bank of New York Mellon Corp | 21,932 | $840.0K | 0.00% | +21,932 | New |
| Charles Schwab Investment Management Inc | 22,162 | $850.0K | 0.00% | +22,162 | New |
| King Luther Capital Management Corp | 26,667 | $1.02M | 0.00% | 00.0% | Unchanged |
| Cowen and Company, LLC | 30,000 | $1.15M | 0.06% | +30,000 | New |
| Toroso Investments, LLC | 32,396 | $1.24M | 0.05% | +21,828+206.5% | Added |
| Marshall Wace, LLP | 34,297 | $1.31M | 0.01% | +34,297 | New |
| UBS Group AG | 56,843 | $2.18M | 0.00% | +35,396+165.0% | Added |
| LPL Financial LLC | 59,468 | $2.28M | 0.00% | +29,994+101.8% | Added |
| Alps Advisors Inc | 66,190 | $2.54M | 0.02% | −3,732−5.3% | Reduced |
| Bard Associates Inc | 69,800 | $2.67M | 0.88% | −2,565−3.5% | Reduced |
| Morgan Stanley | 70,501 | $2.70M | 0.00% | +55,704+376.5% | Added |
| Essex Investment Management Co LLC | 79,702 | $3.05M | 0.35% | +4,022+5.3% | Added |
| Northern Trust Corp | 83,559 | $3.20M | 0.00% | +71,521+594.1% | Added |
| Arosa Capital Management LP | 92,331 | $3.54M | 1.26% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 101,571 | $3.89M | 1.56% | −41,916−29.2% | Reduced |
| Voloridge Investment Management, LLC | 109,764 | $4.21M | 0.03% | −24,176−18.0% | Reduced |
| Susquehanna International Group, LLP | 121,727 | $4.66M | 0.01% | −17,032−12.3% | Reduced |
| Nicola Wealth Management Ltd. | 126,500 | $4.85M | 0.50% | +41,500+48.8% | Added |
| Geode Capital Management, LLC | 133,989 | $5.13M | 0.00% | +80,530+150.6% | Added |
| State Street Corp | 271,931 | $10.4M | 0.00% | +266,331+4,755.9% | Added |
| Vanguard Group Inc | 406,147 | $15.6M | 0.00% | +105,627+35.1% | Added |
| BlackRock Inc. | 542,903 | $20.8M | 0.00% | +401,511+284.0% | Added |
| Invesco Ltd. | 1,348,131 | $51.6M | 0.01% | −111,851−7.7% | Reduced |
| 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 |