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, Q4 2021
Institutional positions in Beam Global as of Dec 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
- 78
- +2 vs. Q3 2021
- Shares held
- 4.04M
- −73.4K (−1.8%) vs. Q3 2021
- Total value
- $75.5M
- −$37.1M (−33.0%) vs. Q3 2021
- New holders
- 20
- 28 more added
- Sold out
- 18
- 11 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 968,742 | $18.0M | 0.00% | −595,128−38.1% | Reduced |
| BlackRock Inc. | 542,734 | $10.1M | 0.00% | +3,524+0.7% | Added |
| Vanguard Group Inc | 404,592 | $7.53M | 0.00% | +5,759+1.4% | Added |
| State Street Corp | 302,532 | $5.63M | 0.00% | −1,134−0.4% | Reduced |
| Nicola Wealth Management Ltd. | 169,520 | $3.15M | 0.30% | +43,020+34.0% | Added |
| Geode Capital Management, LLC | 150,828 | $2.81M | 0.00% | −10,884−6.7% | Reduced |
| Morgan Stanley | 148,622 | $2.76M | 0.00% | +105,941+248.2% | Added |
| Millennium Management LLC | 128,824 | $2.40M | 0.00% | +128,824 | New |
| Citadel Advisors LLC | 113,374 | $2.11M | 0.00% | +113,374 | New |
| Cowen and Company, LLC | 100,000 | $1.86M | 0.18% | +50,000+100.0% | Added |
| Friess Associates LLC | 83,500 | $1.55M | 0.61% | +83,500 | New |
| Essex Investment Management Co LLC | 83,277 | $1.55M | 0.18% | +3,841+4.8% | Added |
| Northern Trust Corp | 78,840 | $1.47M | 0.00% | −2,154−2.7% | Reduced |
| Marshall Wace, LLP | 76,520 | $1.42M | 0.00% | +76,520 | New |
| Lido Advisors, LLC | 67,669 | $1.26M | 0.02% | +59,235+702.3% | Added |
| Bard Associates Inc | 61,650 | $1.15M | 0.38% | −3,200−4.9% | Reduced |
| Jane Street Group, LLC | 43,901 | $817.0K | 0.00% | +7,218+19.7% | Added |
| King Luther Capital Management Corp | 26,667 | $804.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 41,487 | $772.0K | 0.00% | +26,123+170.0% | Added |
| Bank of America Corp | 29,941 | $558.0K | 0.00% | +20,151+205.8% | Added |
| Bank of New York Mellon Corp | 28,794 | $536.0K | 0.00% | +4,733+19.7% | Added |
| SOA Wealth Advisors, LLC. | 25,891 | $519.0K | 0.13% | +1,005+4.0% | Added |
| Ergoteles LLC | 26,500 | $493.0K | 0.02% | +14,398+119.0% | Added |
| Alpine Global Management, LLC | 25,024 | $465.0K | 0.07% | +25,024 | New |
| Nuveen Asset Management, LLC | 20,731 | $451.0K | 0.00% | −147−0.7% | Reduced |
| ExodusPoint Capital Management, LP | 21,996 | $409.0K | 0.01% | +21,996 | New |
| Charles Schwab Investment Management Inc | 21,806 | $406.0K | 0.00% | −172−0.8% | Reduced |
| Cubist Systematic Strategies, LLC | 19,635 | $365.0K | 0.00% | +19,635 | New |
| Susquehanna International Group, LLP | 18,820 | $350.0K | 0.00% | −42,341−69.2% | Reduced |
| Parametric Portfolio Associates LLC | 16,966 | $316.0K | 0.00% | +5,899+53.3% | Added |
| Paloma Partners Management Co | 16,050 | $299.0K | 0.01% | +16,050 | New |
| Virtu Financial LLC | 14,713 | $274.0K | 0.03% | +14,713 | New |
| Wells Fargo & Company | 13,480 | $250.0K | 0.00% | +5,721+73.7% | Added |
| Group One Trading, L.P. | 13,146 | $245.0K | 0.00% | +10,988+509.2% | Added |
| Squarepoint Ops LLC | 12,887 | $240.0K | 0.00% | +3,272+34.0% | Added |
| Price T Rowe Associates Inc | 12,522 | $233.0K | 0.00% | +12,522 | New |
| Bank of Montreal | 10,024 | $200.0K | 0.00% | +10,024 | New |
| Shay Capital LLC | 10,541 | $196.0K | 0.07% | +10,541 | New |
| Royal Bank of Canada | 10,136 | $190.0K | 0.00% | +830+8.9% | Added |
| SG Americas Securities, LLC | 9,749 | $181.0K | 0.00% | +4,961+103.6% | Added |
| New York State Common Retirement Fund | 7,674 | $143.0K | 0.00% | +20+0.3% | Added |
| UBS Group AG | 6,435 | $120.0K | 0.00% | +4,870+311.2% | Added |
| Deutsche Bank AG | 5,817 | $108.0K | 0.00% | +272+4.9% | Added |
| California State Teachers Retirement System | 4,753 | $88.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 4,674 | $87.0K | 0.00% | −139−2.9% | Reduced |
| PEAK6 Investments LLC | 4,118 | $77.0K | 0.00% | +4,118 | New |
| JPMorgan Chase & Co | 3,381 | $63.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,302 | $61.0K | 0.00% | +2,268+219.3% | Added |
| Credit Agricole S A | 3,215 | $60.0K | 0.00% | −600−15.7% | Reduced |
| Cutler Group LP | 2,991 | $55.0K | 0.00% | +1,277+74.5% | Added |
| Advisor Group Holdings, Inc. | 2,463 | $47.0K | 0.00% | +1,167+90.0% | Added |
| Aquatic Capital Management LLC | 2,300 | $43.0K | 0.08% | +2,300 | New |
| Edmond de Rothschild Holding S.A. | 1,850 | $34.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,412 | $26.0K | 0.00% | +40+2.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,075 | $20.0K | 0.00% | +300+38.7% | Added |
| Center for Financial Planning, Inc. | 1,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,000 | $19.0K | 0.00% | +1,000 | New |
| Legal & General Group Plc | 898 | $17.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 770 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 689 | $13.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 703 | $13.0K | 0.00% | +703 | New |
| Penserra Capital Management LLC | 578 | $10.0K | 0.00% | +100+20.9% | Added |
| Optimum Investment Advisors | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 442 | $8.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 283 | $5.26K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 226 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 197 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 49 | $1.00K | 0.00% | −86−63.7% | Reduced |
| Navigation Wealth Management, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 45 | $1.00K | 0.00% | +45 | New |
| IFP Advisors, Inc | 50 | $1.00K | 0.00% | +50 | New |
| Strengthening Families & Communities, LLC | 40 | $1.00K | 0.00% | +40 | New |
| Quadrant Capital Group LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 18 | $0 | 0.00% | +18 | New |
| Alps Advisors Inc | 0 | $0 | 0.00% | −75,856−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −71,242−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −24,400−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −18,757−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −8,962−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −8,713−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −8,524−100.0% | Sold out |
| Connors Investor Services Inc | 0 | $0 | 0.00% | −8,225−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,672−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −3,199−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,915−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,420−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |