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 |
|---|---|---|---|---|---|
| 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 |
| NEXT Financial Group, Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 19 | $1.00K | 0.00% | +19 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $2.74K | 0.00% | +100 | 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 |
| Captrust Financial Advisors | 135 | $4.00K | 0.00% | +135 | New |
| Allworth Financial LP | 197 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 226 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 283 | $7.75K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 442 | $12.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 478 | $13.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 689 | $19.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 770 | $21.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 775 | $21.2K | 0.00% | +75+10.7% | Added |
| Legal & General Group Plc | 898 | $25.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,034 | $28.0K | 0.00% | +616+147.4% | Added |
| Advisor Group Holdings, Inc. | 1,296 | $36.0K | 0.00% | −405−23.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,372 | $38.0K | 0.00% | +907+195.1% | Added |
| UBS Group AG | 1,565 | $43.0K | 0.00% | −55,278−97.2% | Reduced |
| Cutler Group LP | 1,714 | $46.0K | 0.00% | +1,424+491.0% | Added |
| Edmond de Rothschild Holding S.A. | 1,850 | $51.0K | 0.00% | +1,850 | New |
| Group One Trading, L.P. | 2,158 | $59.0K | 0.00% | −1,979−47.8% | Reduced |
| Metropolitan Life Insurance Co | 2,420 | $66.2K | 0.00% | +2,420 | New |
| Dark Forest Capital Management LP | 2,915 | $80.0K | 0.03% | +2,915 | New |
| MetLife Investment Management | 3,199 | $87.6K | 0.00% | +3,199 | New |
| JPMorgan Chase & Co | 3,381 | $92.0K | 0.00% | +5+0.1% | Added |
| Credit Agricole S A | 3,815 | $104.0K | 0.00% | +850+28.7% | Added |
| California State Teachers Retirement System | 4,753 | $130.0K | 0.00% | −7,365−60.8% | Reduced |
| SG Americas Securities, LLC | 4,788 | $131.0K | 0.00% | +4,788 | New |
| American International Group, Inc. | 4,813 | $132.0K | 0.00% | −114−2.3% | Reduced |
| Deutsche Bank AG | 5,545 | $151.0K | 0.00% | −3,491−38.6% | Reduced |
| Simplex Trading, LLC | 4,672 | $165.0K | 0.01% | +2,145+84.9% | Added |
| Sculptor Capital LP | 7,300 | $200.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,654 | $209.0K | 0.00% | +54+0.7% | Added |
| Wells Fargo & Company | 7,759 | $212.0K | 0.00% | +1,510+24.2% | Added |
| Connors Investor Services Inc | 8,225 | $225.0K | 0.02% | +1,600+24.2% | Added |
| Lido Advisors, LLC | 8,434 | $230.0K | 0.01% | +110+1.3% | Added |
| Cetera Investment Advisers | 8,524 | $233.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 8,713 | $238.0K | 0.00% | +554+6.8% | Added |
| Inspire Advisors, LLC | 8,962 | $245.0K | 0.08% | +1,577+21.4% | Added |
| Royal Bank of Canada | 9,306 | $255.0K | 0.00% | +185+2.0% | Added |
| Squarepoint Ops LLC | 9,615 | $263.0K | 0.00% | +9,615 | New |
| Bank of America Corp | 9,790 | $267.0K | 0.00% | +6,398+188.6% | Added |
| Parametric Portfolio Associates LLC | 11,067 | $303.0K | 0.00% | +4,523+69.1% | Added |
| Ergoteles LLC | 12,102 | $331.0K | 0.01% | +12,102 | New |
| Goldman Sachs Group Inc | 15,364 | $421.0K | 0.00% | +15,364 | New |
| Cetera Advisors LLC | 18,757 | $513.0K | 0.01% | +9,753+108.3% | Added |
| Charles Schwab Investment Management Inc | 21,978 | $602.0K | 0.00% | −184−0.8% | Reduced |
| Nuveen Asset Management, LLC | 20,878 | $630.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 24,061 | $659.0K | 0.00% | +2,129+9.7% | Added |
| FNY Investment Advisers, LLC | 24,400 | $667.0K | 0.31% | −77,171−76.0% | Reduced |
| SOA Wealth Advisors, LLC. | 24,886 | $681.0K | 0.17% | +6,197+33.2% | Added |
| King Luther Capital Management Corp | 26,667 | $804.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 36,683 | $1.00M | 0.00% | +36,683 | New |
| Morgan Stanley | 42,681 | $1.17M | 0.00% | −27,820−39.5% | 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 |
| Susquehanna International Group, LLP | 61,161 | $1.67M | 0.00% | −60,566−49.8% | Reduced |
| Bard Associates Inc | 64,850 | $1.77M | 0.60% | −4,950−7.1% | Reduced |
| Voloridge Investment Management, LLC | 71,242 | $1.95M | 0.01% | −38,522−35.1% | Reduced |
| Alps Advisors Inc | 75,856 | $2.08M | 0.02% | +9,666+14.6% | Added |
| Essex Investment Management Co LLC | 79,436 | $2.17M | 0.27% | −266−0.3% | Reduced |
| Northern Trust Corp | 80,994 | $2.22M | 0.00% | −2,565−3.1% | Reduced |
| Nicola Wealth Management Ltd. | 126,500 | $3.46M | 0.36% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 161,712 | $4.43M | 0.00% | +27,723+20.7% | Added |
| State Street Corp | 303,666 | $8.31M | 0.00% | +31,735+11.7% | Added |
| Vanguard Group Inc | 398,833 | $10.9M | 0.00% | −7,314−1.8% | Reduced |
| BlackRock Inc. | 539,210 | $14.8M | 0.00% | −3,693−0.7% | Reduced |
| Invesco Ltd. | 1,563,870 | $42.8M | 0.01% | +215,739+16.0% | Added |
| 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 |