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, Q2 2022
Institutional positions in Beam Global as of Jun 30, 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
- +2 vs. Q1 2022
- Shares held
- 2.47M
- −963.1K (−28.1%) vs. Q1 2022
- Total value
- $38.3M
- −$31.7M (−45.3%) vs. Q1 2022
- New holders
- 17
- 9 more added
- Sold out
- 15
- 28 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 412,826 | $6.41M | 0.00% | +47,812+13.1% | Added |
| Invesco Ltd. | 322,700 | $5.01M | 0.00% | −144,517−30.9% | Reduced |
| Morgan Stanley | 243,592 | $3.78M | 0.00% | −142,148−36.9% | Reduced |
| BlackRock Inc. | 169,656 | $2.63M | 0.00% | −391,726−69.8% | Reduced |
| State Street Corp | 167,430 | $2.60M | 0.00% | −150,280−47.3% | Reduced |
| HRT Financial LP | 141,485 | $2.19M | 0.02% | +91,448+182.8% | Added |
| Millennium Management LLC | 132,814 | $2.06M | 0.00% | +132,814 | New |
| Nicola Wealth Management Ltd. | 120,000 | $1.86M | 0.18% | −90,000−42.9% | Reduced |
| Geode Capital Management, LLC | 90,092 | $1.40M | 0.00% | −61,336−40.5% | Reduced |
| Lido Advisors, LLC | 67,669 | $1.05M | 0.02% | 00.0% | Unchanged |
| Bard Associates Inc | 63,455 | $985.0K | 0.42% | +1,805+2.9% | Added |
| Ameriprise Financial Inc | 45,642 | $708.0K | 0.00% | −1,695−3.6% | Reduced |
| Green Alpha Advisors, LLC | 41,483 | $644.0K | 0.15% | +11,138+36.7% | Added |
| Citadel Advisors LLC | 40,156 | $623.0K | 0.00% | +40,156 | New |
| Bank of America Corp | 33,356 | $518.0K | 0.00% | −77,188−69.8% | Reduced |
| National Bank of Canada | 29,900 | $464.0K | 0.00% | +29,900 | New |
| Essex Investment Management Co LLC | 29,595 | $459.0K | 0.07% | +10,569+55.6% | Added |
| Ergoteles LLC | 29,500 | $458.0K | 0.01% | +29,500 | New |
| King Luther Capital Management Corp | 26,667 | $414.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 25,385 | $394.0K | 0.01% | −934−3.5% | Reduced |
| Goldman Sachs Group Inc | 18,453 | $286.0K | 0.00% | −68,699−78.8% | Reduced |
| Inspire Advisors, LLC | 18,081 | $281.0K | 0.08% | +5,000+38.2% | Added |
| Pathstone Family Office, LLC | 17,678 | $274.4K | 0.01% | +5,678+47.3% | Added |
| Northern Trust Corp | 16,243 | $252.0K | 0.00% | −59,274−78.5% | Reduced |
| Susquehanna International Group, LLP | 16,085 | $250.0K | 0.00% | +16,085 | New |
| Cowen and Company, LLC | 15,000 | $233.0K | 0.02% | −12,000−44.4% | Reduced |
| Axiom Investment Management LLC | 14,650 | $229.0K | 0.66% | +14,650 | New |
| Vident Investment Advisory, LLC | 12,640 | $196.0K | 0.01% | +12,640 | New |
| Price T Rowe Associates Inc | 11,900 | $185.0K | 0.00% | −922−7.2% | Reduced |
| Simplex Trading, LLC | 11,350 | $176.0K | 0.01% | −1,393−10.9% | Reduced |
| Jane Street Group, LLC | 11,103 | $172.0K | 0.00% | −669−5.7% | Reduced |
| FMR LLC | 10,380 | $161.0K | 0.00% | −5,575−34.9% | Reduced |
| Royal Bank of Canada | 10,282 | $158.0K | 0.00% | +271+2.7% | Added |
| Wells Fargo & Company | 7,611 | $118.0K | 0.00% | −2,386−23.9% | Reduced |
| Group One Trading, L.P. | 6,622 | $103.0K | 0.00% | −870−11.6% | Reduced |
| Advisor Group Holdings, Inc. | 4,585 | $71.0K | 0.00% | −760−14.2% | Reduced |
| JNBA Financial Advisors | 4,000 | $62.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 3,600 | $56.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,126 | $48.0K | 0.01% | −2,121−40.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,000 | $31.0K | 0.02% | +2,000 | New |
| UBS Group AG | 1,953 | $30.0K | 0.00% | −713−26.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,850 | $29.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,800 | $28.0K | 0.02% | +1,800 | New |
| IFP Advisors, Inc | 1,537 | $24.0K | 0.00% | −270−14.9% | Reduced |
| SeaCrest Wealth Management, LLC | 1,350 | $21.0K | 0.00% | +1,350 | New |
| Citigroup Inc | 1,156 | $18.0K | 0.00% | −4,015−77.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,075 | $16.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,000 | $15.0K | 0.00% | +1,000 | New |
| Surevest, LLC | 703 | $11.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 710 | $11.0K | 0.00% | +132+22.8% | Added |
| Optimum Investment Advisors | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 410 | $7.48K | 0.00% | +410 | New |
| Ancora Advisors, LLC | 442 | $7.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 283 | $4.39K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 187 | $3.00K | 0.00% | +187 | New |
| Tower Research Capital LLC (TRC) | 120 | $2.00K | 0.00% | −346−74.2% | Reduced |
| Princeton Global Asset Management LLC | 150 | $2.00K | 0.00% | −170−53.1% | Reduced |
| Navigation Wealth Management, Inc. | 100 | $2.00K | 0.22% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 63 | $1.00K | 0.00% | −7,611−99.2% | Reduced |
| Captrust Financial Advisors | 42 | $1.00K | 0.00% | −50−54.3% | Reduced |
| Parkside Financial Bank & Trust | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 33 | $1.00K | 0.00% | +33 | New |
| Ronald Blue Trust, Inc. | 34 | $1.00K | 0.00% | +34 | New |
| JPMorgan Chase & Co | 3 | $0 | 0.00% | −4,124−99.9% | Reduced |
| CWM, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 5 | $0 | 0.00% | +5 | New |
| Ellevest, Inc. | 12 | $0 | 0.00% | +12 | New |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −28,607−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −26,773−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −34,015−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −23,011−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −21,304−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −20,856−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −15,064−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −5,259−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −4,366−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −3,828−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,381−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −898−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −689−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |