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, Q3 2021
Institutional positions in Beam Global as of Sep 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
- 77
- +3 vs. Q2 2021
- Shares held
- 4.11M
- −22.4K (−0.5%) vs. Q2 2021
- Total value
- $112.6M
- −$45.6M (−28.8%) vs. Q2 2021
- New holders
- 17
- 24 more added
- Sold out
- 14
- 17 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 1,563,870 | $42.8M | 0.01% | +215,739+16.0% | Added |
| BlackRock Inc. | 539,210 | $14.8M | 0.00% | −3,693−0.7% | Reduced |
| Vanguard Group Inc | 398,833 | $10.9M | 0.00% | −7,314−1.8% | Reduced |
| State Street Corp | 303,666 | $8.31M | 0.00% | +31,735+11.7% | Added |
| Geode Capital Management, LLC | 161,712 | $4.43M | 0.00% | +27,723+20.7% | Added |
| Nicola Wealth Management Ltd. | 126,500 | $3.46M | 0.36% | 00.0% | Unchanged |
| Northern Trust Corp | 80,994 | $2.22M | 0.00% | −2,565−3.1% | Reduced |
| Essex Investment Management Co LLC | 79,436 | $2.17M | 0.27% | −266−0.3% | Reduced |
| Alps Advisors Inc | 75,856 | $2.08M | 0.02% | +9,666+14.6% | Added |
| Voloridge Investment Management, LLC | 71,242 | $1.95M | 0.01% | −38,522−35.1% | Reduced |
| Bard Associates Inc | 64,850 | $1.77M | 0.60% | −4,950−7.1% | Reduced |
| Susquehanna International Group, LLP | 61,161 | $1.67M | 0.00% | −60,566−49.8% | Reduced |
| Arosa Capital Management LP | 50,000 | $1.37M | 0.48% | −42,331−45.8% | Reduced |
| Cowen and Company, LLC | 50,000 | $1.37M | 0.07% | +20,000+66.7% | Added |
| Intrinsic Edge Capital Management LLC | 50,000 | $1.37M | 0.09% | +50,000 | New |
| Morgan Stanley | 42,681 | $1.17M | 0.00% | −27,820−39.5% | Reduced |
| Jane Street Group, LLC | 36,683 | $1.00M | 0.00% | +36,683 | New |
| King Luther Capital Management Corp | 26,667 | $804.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 24,886 | $681.0K | 0.17% | +6,197+33.2% | Added |
| FNY Investment Advisers, LLC | 24,400 | $667.0K | 0.31% | −77,171−76.0% | Reduced |
| Bank of New York Mellon Corp | 24,061 | $659.0K | 0.00% | +2,129+9.7% | Added |
| Nuveen Asset Management, LLC | 20,878 | $630.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 21,978 | $602.0K | 0.00% | −184−0.8% | Reduced |
| Cetera Advisors LLC | 18,757 | $513.0K | 0.01% | +9,753+108.3% | Added |
| Goldman Sachs Group Inc | 15,364 | $421.0K | 0.00% | +15,364 | New |
| Ergoteles LLC | 12,102 | $331.0K | 0.01% | +12,102 | New |
| Parametric Portfolio Associates LLC | 11,067 | $303.0K | 0.00% | +4,523+69.1% | Added |
| Bank of America Corp | 9,790 | $267.0K | 0.00% | +6,398+188.6% | Added |
| Squarepoint Ops LLC | 9,615 | $263.0K | 0.00% | +9,615 | New |
| Royal Bank of Canada | 9,306 | $255.0K | 0.00% | +185+2.0% | Added |
| Inspire Advisors, LLC | 8,962 | $245.0K | 0.08% | +1,577+21.4% | Added |
| Rhumbline Advisers | 8,713 | $238.0K | 0.00% | +554+6.8% | Added |
| Cetera Investment Advisers | 8,524 | $233.0K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,434 | $230.0K | 0.01% | +110+1.3% | Added |
| Connors Investor Services Inc | 8,225 | $225.0K | 0.02% | +1,600+24.2% | Added |
| Wells Fargo & Company | 7,759 | $212.0K | 0.00% | +1,510+24.2% | Added |
| New York State Common Retirement Fund | 7,654 | $209.0K | 0.00% | +54+0.7% | Added |
| Sculptor Capital LP | 7,300 | $200.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,672 | $165.0K | 0.01% | +2,145+84.9% | Added |
| Deutsche Bank AG | 5,545 | $151.0K | 0.00% | −3,491−38.6% | Reduced |
| American International Group, Inc. | 4,813 | $132.0K | 0.00% | −114−2.3% | Reduced |
| SG Americas Securities, LLC | 4,788 | $131.0K | 0.00% | +4,788 | New |
| California State Teachers Retirement System | 4,753 | $130.0K | 0.00% | −7,365−60.8% | Reduced |
| Credit Agricole S A | 3,815 | $104.0K | 0.00% | +850+28.7% | Added |
| JPMorgan Chase & Co | 3,381 | $92.0K | 0.00% | +5+0.1% | Added |
| MetLife Investment Management | 3,199 | $87.6K | 0.00% | +3,199 | New |
| Dark Forest Capital Management LP | 2,915 | $80.0K | 0.03% | +2,915 | New |
| Metropolitan Life Insurance Co | 2,420 | $66.2K | 0.00% | +2,420 | New |
| Group One Trading, L.P. | 2,158 | $59.0K | 0.00% | −1,979−47.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,850 | $51.0K | 0.00% | +1,850 | New |
| Cutler Group LP | 1,714 | $46.0K | 0.00% | +1,424+491.0% | Added |
| UBS Group AG | 1,565 | $43.0K | 0.00% | −55,278−97.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,372 | $38.0K | 0.00% | +907+195.1% | Added |
| Advisor Group Holdings, Inc. | 1,296 | $36.0K | 0.00% | −405−23.8% | Reduced |
| Citigroup Inc | 1,034 | $28.0K | 0.00% | +616+147.4% | Added |
| Center for Financial Planning, Inc. | 1,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 898 | $25.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 775 | $21.2K | 0.00% | +75+10.7% | Added |
| Princeton Global Asset Management LLC | 770 | $21.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 689 | $19.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 478 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 442 | $12.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 283 | $7.75K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 226 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 197 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 135 | $4.00K | 0.00% | +135 | New |
| Tradewinds Capital Management, LLC | 112 | $3.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 100 | $3.00K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $3.00K | 0.00% | +100 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $2.74K | 0.00% | +100 | New |
| NEXT Financial Group, Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 19 | $1.00K | 0.00% | +19 | New |
| The PNC Financial Services Group, Inc. | 8 | $0 | 0.00% | +8 | New |
| Parallel Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| Berman Capital Advisors, LLC | 34 | $0 | 0.00% | +34 | New |
| LPL Financial LLC | 0 | $0 | 0.00% | −59,468−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −34,297−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −32,396−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −12,550−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,884−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −6,822−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −5,527−100.0% | Sold out |
| Bluestein R H & Co | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |