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 |
|---|---|---|---|---|---|
| CWM, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 64 | $1.00K | 0.00% | +64 | New |
| Captrust Financial Advisors | 92 | $2.00K | 0.00% | +43+87.8% | Added |
| Navigation Wealth Management, Inc. | 100 | $2.00K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 283 | $5.79K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 297 | $6.00K | 0.00% | +100+50.8% | Added |
| Adirondack Trust Co | 300 | $6.00K | 0.00% | +300 | New |
| Princeton Global Asset Management LLC | 320 | $7.00K | 0.00% | −450−58.4% | Reduced |
| Ancora Advisors, LLC | 442 | $9.00K | 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 |
| Penserra Capital Management LLC | 578 | $11.0K | 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 |
| Legal & General Group Plc | 898 | $18.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,075 | $22.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Barclays PLC | 1,430 | $29.0K | 0.00% | +1,430 | New |
| Edmond de Rothschild Holding S.A. | 1,850 | $38.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,666 | $54.0K | 0.00% | −3,769−58.6% | Reduced |
| Credit Agricole S A | 3,600 | $74.0K | 0.00% | +385+12.0% | Added |
| California State Teachers Retirement System | 3,828 | $78.0K | 0.00% | −925−19.5% | Reduced |
| JNBA Financial Advisors | 4,000 | $82.0K | 0.01% | +4,000 | New |
| JPMorgan Chase & Co | 4,127 | $84.0K | 0.00% | +746+22.1% | Added |
| American International Group, Inc. | 4,366 | $89.0K | 0.00% | −308−6.6% | Reduced |
| Citigroup Inc | 5,171 | $106.0K | 0.00% | +1,869+56.6% | Added |
| Cutler Group LP | 5,247 | $107.0K | 0.01% | +2,256+75.4% | Added |
| 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 |
| Group One Trading, L.P. | 7,492 | $153.0K | 0.00% | −5,654−43.0% | Reduced |
| New York State Common Retirement Fund | 7,674 | $157.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Jane Street Group, LLC | 11,772 | $241.0K | 0.00% | −32,129−73.2% | Reduced |
| Pathstone Family Office, LLC | 12,000 | $245.0K | 0.01% | +12,000 | New |
| Simplex Trading, LLC | 12,743 | $260.0K | 0.01% | +12,743 | New |
| Price T Rowe Associates Inc | 12,822 | $262.0K | 0.00% | +300+2.4% | Added |
| Inspire Advisors, LLC | 13,081 | $268.0K | 0.08% | +13,081 | New |
| Paloma Partners Management Co | 15,064 | $308.0K | 0.02% | −986−6.1% | Reduced |
| FMR LLC | 15,955 | $326.0K | 0.00% | +15,955 | New |
| Essex Investment Management Co LLC | 19,026 | $389.0K | 0.05% | −64,251−77.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 20,856 | $427.0K | 0.01% | +20,856 | New |
| Cetera Investment Advisers | 21,304 | $436.0K | 0.01% | +21,304 | New |
| Charles Schwab Investment Management Inc | 23,011 | $471.0K | 0.00% | +1,205+5.5% | Added |
| Nuveen Asset Management, LLC | 34,015 | $511.0K | 0.00% | +13,284+64.1% | Added |
| ExodusPoint Capital Management, LP | 26,319 | $538.0K | 0.01% | +4,323+19.7% | Added |
| King Luther Capital Management Corp | 26,667 | $545.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 26,773 | $548.0K | 0.00% | +26,773 | New |
| Cowen and Company, LLC | 27,000 | $552.0K | 0.06% | −73,000−73.0% | Reduced |
| Bank of New York Mellon Corp | 28,607 | $585.0K | 0.00% | −187−0.6% | Reduced |
| Green Alpha Advisors, LLC | 30,345 | $621.0K | 0.42% | +30,345 | New |
| Parametric Portfolio Associates LLC | 31,482 | $644.0K | 0.00% | +14,516+85.6% | Added |
| Ameriprise Financial Inc | 47,337 | $968.0K | 0.00% | +47,337 | New |
| HRT Financial LP | 50,037 | $1.02M | 0.01% | +50,037 | New |
| Bard Associates Inc | 61,650 | $1.26M | 0.44% | 00.0% | Unchanged |
| Lido Advisors, LLC | 67,669 | $1.38M | 0.03% | 00.0% | Unchanged |
| Northern Trust Corp | 75,517 | $1.54M | 0.00% | −3,323−4.2% | Reduced |
| Goldman Sachs Group Inc | 87,152 | $1.78M | 0.00% | +45,665+110.1% | Added |
| Bank of America Corp | 110,544 | $2.26M | 0.00% | +80,603+269.2% | Added |
| Geode Capital Management, LLC | 151,428 | $3.10M | 0.00% | +600+0.4% | Added |
| Nicola Wealth Management Ltd. | 210,000 | $4.29M | 0.38% | +40,480+23.9% | Added |
| State Street Corp | 317,710 | $6.50M | 0.00% | +15,178+5.0% | Added |
| Vanguard Group Inc | 365,014 | $7.46M | 0.00% | −39,578−9.8% | Reduced |
| Morgan Stanley | 385,740 | $7.89M | 0.00% | +237,118+159.5% | Added |
| Invesco Ltd. | 467,217 | $9.55M | 0.00% | −501,525−51.8% | Reduced |
| BlackRock Inc. | 561,382 | $11.5M | 0.00% | +18,648+3.4% | Added |
| 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 |