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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Tradewinds Capital Management, LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 200 | $3.00K | 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 |
| American Portfolios Advisors | 283 | $5.26K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 442 | $8.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 578 | $10.0K | 0.00% | +100+20.9% | Added |
| Ameritas Investment Partners, Inc. | 689 | $13.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 703 | $13.0K | 0.00% | +703 | New |
| Princeton Global Asset Management LLC | 770 | $14.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 898 | $17.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Federation des caisses Desjardins du Quebec | 1,075 | $20.0K | 0.00% | +300+38.7% | Added |
| Tower Research Capital LLC (TRC) | 1,412 | $26.0K | 0.00% | +40+2.9% | Added |
| Edmond de Rothschild Holding S.A. | 1,850 | $34.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,300 | $43.0K | 0.08% | +2,300 | New |
| Advisor Group Holdings, Inc. | 2,463 | $47.0K | 0.00% | +1,167+90.0% | Added |
| Cutler Group LP | 2,991 | $55.0K | 0.00% | +1,277+74.5% | Added |
| Credit Agricole S A | 3,215 | $60.0K | 0.00% | −600−15.7% | Reduced |
| Citigroup Inc | 3,302 | $61.0K | 0.00% | +2,268+219.3% | Added |
| JPMorgan Chase & Co | 3,381 | $63.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,118 | $77.0K | 0.00% | +4,118 | New |
| American International Group, Inc. | 4,674 | $87.0K | 0.00% | −139−2.9% | Reduced |
| California State Teachers Retirement System | 4,753 | $88.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,817 | $108.0K | 0.00% | +272+4.9% | Added |
| UBS Group AG | 6,435 | $120.0K | 0.00% | +4,870+311.2% | Added |
| New York State Common Retirement Fund | 7,674 | $143.0K | 0.00% | +20+0.3% | Added |
| SG Americas Securities, LLC | 9,749 | $181.0K | 0.00% | +4,961+103.6% | Added |
| Royal Bank of Canada | 10,136 | $190.0K | 0.00% | +830+8.9% | Added |
| Shay Capital LLC | 10,541 | $196.0K | 0.07% | +10,541 | New |
| Bank of Montreal | 10,024 | $200.0K | 0.00% | +10,024 | New |
| Price T Rowe Associates Inc | 12,522 | $233.0K | 0.00% | +12,522 | New |
| Squarepoint Ops LLC | 12,887 | $240.0K | 0.00% | +3,272+34.0% | Added |
| Group One Trading, L.P. | 13,146 | $245.0K | 0.00% | +10,988+509.2% | Added |
| Wells Fargo & Company | 13,480 | $250.0K | 0.00% | +5,721+73.7% | Added |
| Virtu Financial LLC | 14,713 | $274.0K | 0.03% | +14,713 | New |
| Paloma Partners Management Co | 16,050 | $299.0K | 0.01% | +16,050 | New |
| Parametric Portfolio Associates LLC | 16,966 | $316.0K | 0.00% | +5,899+53.3% | Added |
| Susquehanna International Group, LLP | 18,820 | $350.0K | 0.00% | −42,341−69.2% | Reduced |
| Cubist Systematic Strategies, LLC | 19,635 | $365.0K | 0.00% | +19,635 | New |
| Charles Schwab Investment Management Inc | 21,806 | $406.0K | 0.00% | −172−0.8% | Reduced |
| ExodusPoint Capital Management, LP | 21,996 | $409.0K | 0.01% | +21,996 | New |
| Nuveen Asset Management, LLC | 20,731 | $451.0K | 0.00% | −147−0.7% | Reduced |
| Alpine Global Management, LLC | 25,024 | $465.0K | 0.07% | +25,024 | New |
| Ergoteles LLC | 26,500 | $493.0K | 0.02% | +14,398+119.0% | Added |
| SOA Wealth Advisors, LLC. | 25,891 | $519.0K | 0.13% | +1,005+4.0% | Added |
| Bank of New York Mellon Corp | 28,794 | $536.0K | 0.00% | +4,733+19.7% | Added |
| Bank of America Corp | 29,941 | $558.0K | 0.00% | +20,151+205.8% | Added |
| Goldman Sachs Group Inc | 41,487 | $772.0K | 0.00% | +26,123+170.0% | Added |
| King Luther Capital Management Corp | 26,667 | $804.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 43,901 | $817.0K | 0.00% | +7,218+19.7% | Added |
| Bard Associates Inc | 61,650 | $1.15M | 0.38% | −3,200−4.9% | Reduced |
| Lido Advisors, LLC | 67,669 | $1.26M | 0.02% | +59,235+702.3% | Added |
| Marshall Wace, LLP | 76,520 | $1.42M | 0.00% | +76,520 | New |
| Northern Trust Corp | 78,840 | $1.47M | 0.00% | −2,154−2.7% | Reduced |
| Essex Investment Management Co LLC | 83,277 | $1.55M | 0.18% | +3,841+4.8% | Added |
| Friess Associates LLC | 83,500 | $1.55M | 0.61% | +83,500 | New |
| Cowen and Company, LLC | 100,000 | $1.86M | 0.18% | +50,000+100.0% | Added |
| Citadel Advisors LLC | 113,374 | $2.11M | 0.00% | +113,374 | New |
| Millennium Management LLC | 128,824 | $2.40M | 0.00% | +128,824 | New |
| Morgan Stanley | 148,622 | $2.76M | 0.00% | +105,941+248.2% | Added |
| Geode Capital Management, LLC | 150,828 | $2.81M | 0.00% | −10,884−6.7% | Reduced |
| Nicola Wealth Management Ltd. | 169,520 | $3.15M | 0.30% | +43,020+34.0% | Added |
| State Street Corp | 302,532 | $5.63M | 0.00% | −1,134−0.4% | Reduced |
| Vanguard Group Inc | 404,592 | $7.53M | 0.00% | +5,759+1.4% | Added |
| BlackRock Inc. | 542,734 | $10.1M | 0.00% | +3,524+0.7% | Added |
| Invesco Ltd. | 968,742 | $18.0M | 0.00% | −595,128−38.1% | Reduced |
| 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 |