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, Q1 2022
Institutional positions in Beam Global as of Mar 31, 2022. 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
- 70
- −7 vs. Q4 2021
- Shares held
- 3.46M
- −574.1K (−14.2%) vs. Q4 2021
- Total value
- $70.6M
- −$4.90M (−6.5%) vs. Q4 2021
- New holders
- 16
- 20 more added
- Sold out
- 23
- 17 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 561,382 | $11.5M | 0.00% | +18,648+3.4% | Added |
| Invesco Ltd. | 467,217 | $9.55M | 0.00% | −501,525−51.8% | Reduced |
| Morgan Stanley | 385,740 | $7.89M | 0.00% | +237,118+159.5% | Added |
| Vanguard Group Inc | 365,014 | $7.46M | 0.00% | −39,578−9.8% | Reduced |
| State Street Corp | 317,710 | $6.50M | 0.00% | +15,178+5.0% | Added |
| Nicola Wealth Management Ltd. | 210,000 | $4.29M | 0.38% | +40,480+23.9% | Added |
| Geode Capital Management, LLC | 151,428 | $3.10M | 0.00% | +600+0.4% | Added |
| Bank of America Corp | 110,544 | $2.26M | 0.00% | +80,603+269.2% | Added |
| Goldman Sachs Group Inc | 87,152 | $1.78M | 0.00% | +45,665+110.1% | Added |
| Northern Trust Corp | 75,517 | $1.54M | 0.00% | −3,323−4.2% | Reduced |
| Lido Advisors, LLC | 67,669 | $1.38M | 0.03% | 00.0% | Unchanged |
| Bard Associates Inc | 61,650 | $1.26M | 0.44% | 00.0% | Unchanged |
| HRT Financial LP | 50,037 | $1.02M | 0.01% | +50,037 | New |
| Ameriprise Financial Inc | 47,337 | $968.0K | 0.00% | +47,337 | New |
| Parametric Portfolio Associates LLC | 31,482 | $644.0K | 0.00% | +14,516+85.6% | Added |
| Green Alpha Advisors, LLC | 30,345 | $621.0K | 0.42% | +30,345 | New |
| Bank of New York Mellon Corp | 28,607 | $585.0K | 0.00% | −187−0.6% | Reduced |
| Cowen and Company, LLC | 27,000 | $552.0K | 0.06% | −73,000−73.0% | Reduced |
| D. E. Shaw & Co., Inc. | 26,773 | $548.0K | 0.00% | +26,773 | New |
| King Luther Capital Management Corp | 26,667 | $545.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 26,319 | $538.0K | 0.01% | +4,323+19.7% | Added |
| Nuveen Asset Management, LLC | 34,015 | $511.0K | 0.00% | +13,284+64.1% | Added |
| Charles Schwab Investment Management Inc | 23,011 | $471.0K | 0.00% | +1,205+5.5% | Added |
| Cetera Investment Advisers | 21,304 | $436.0K | 0.01% | +21,304 | New |
| Parallax Volatility Advisers, L.P. | 20,856 | $427.0K | 0.01% | +20,856 | New |
| Essex Investment Management Co LLC | 19,026 | $389.0K | 0.05% | −64,251−77.2% | Reduced |
| FMR LLC | 15,955 | $326.0K | 0.00% | +15,955 | New |
| Paloma Partners Management Co | 15,064 | $308.0K | 0.02% | −986−6.1% | Reduced |
| Inspire Advisors, LLC | 13,081 | $268.0K | 0.08% | +13,081 | New |
| Price T Rowe Associates Inc | 12,822 | $262.0K | 0.00% | +300+2.4% | Added |
| Simplex Trading, LLC | 12,743 | $260.0K | 0.01% | +12,743 | New |
| Pathstone Family Office, LLC | 12,000 | $245.0K | 0.01% | +12,000 | New |
| Jane Street Group, LLC | 11,772 | $241.0K | 0.00% | −32,129−73.2% | Reduced |
| Wells Fargo & Company | 9,997 | $204.0K | 0.00% | −3,483−25.8% | Reduced |
| Royal Bank of Canada | 10,011 | $204.0K | 0.00% | −125−1.2% | Reduced |
| New York State Common Retirement Fund | 7,674 | $157.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 7,492 | $153.0K | 0.00% | −5,654−43.0% | Reduced |
| Deutsche Bank AG | 5,259 | $108.0K | 0.00% | −558−9.6% | Reduced |
| Advisor Group Holdings, Inc. | 5,345 | $108.0K | 0.00% | +2,882+117.0% | Added |
| Cutler Group LP | 5,247 | $107.0K | 0.01% | +2,256+75.4% | Added |
| Citigroup Inc | 5,171 | $106.0K | 0.00% | +1,869+56.6% | Added |
| American International Group, Inc. | 4,366 | $89.0K | 0.00% | −308−6.6% | Reduced |
| JPMorgan Chase & Co | 4,127 | $84.0K | 0.00% | +746+22.1% | Added |
| JNBA Financial Advisors | 4,000 | $82.0K | 0.01% | +4,000 | New |
| California State Teachers Retirement System | 3,828 | $78.0K | 0.00% | −925−19.5% | Reduced |
| Credit Agricole S A | 3,600 | $74.0K | 0.00% | +385+12.0% | Added |
| UBS Group AG | 2,666 | $54.0K | 0.00% | −3,769−58.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,850 | $38.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,430 | $29.0K | 0.00% | +1,430 | New |
| IFP Advisors, Inc | 1,807 | $28.0K | 0.00% | +1,757+3,514.0% | Added |
| Amalgamated Bank | 1,381 | $28.0K | 0.00% | +1,381 | New |
| Amalgamated Financial Corp. | 1,381 | $28.0K | 0.00% | +1,381 | New |
| Federation des caisses Desjardins du Quebec | 1,075 | $22.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 898 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 689 | $14.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 703 | $14.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 578 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 466 | $10.0K | 0.00% | −946−67.0% | Reduced |
| Optimum Investment Advisors | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 442 | $9.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 320 | $7.00K | 0.00% | −450−58.4% | Reduced |
| Allworth Financial LP | 297 | $6.00K | 0.00% | +100+50.8% | Added |
| Adirondack Trust Co | 300 | $6.00K | 0.00% | +300 | New |
| American Portfolios Advisors | 283 | $5.79K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 92 | $2.00K | 0.00% | +43+87.8% | Added |
| Navigation Wealth Management, Inc. | 100 | $2.00K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 64 | $1.00K | 0.00% | +64 | New |
| CWM, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −128,824−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −113,374−100.0% | Sold out |
| Friess Associates LLC | 0 | $0 | 0.00% | −83,500−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −76,520−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −25,891−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −25,024−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −19,635−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,820−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,713−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,887−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −10,024−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −10,541−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −9,749−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −4,118−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |