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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Ellis Investment Partners, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 187 | $3.00K | 0.00% | +187 | New |
| American Portfolios Advisors | 283 | $4.39K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 442 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 410 | $7.48K | 0.00% | +410 | New |
| Optimum Investment Advisors | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 703 | $11.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 710 | $11.0K | 0.00% | +132+22.8% | Added |
| Rockefeller Capital Management L.P. | 1,000 | $15.0K | 0.00% | +1,000 | New |
| Center for Financial Planning, Inc. | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,075 | $16.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,156 | $18.0K | 0.00% | −4,015−77.6% | Reduced |
| SeaCrest Wealth Management, LLC | 1,350 | $21.0K | 0.00% | +1,350 | New |
| IFP Advisors, Inc | 1,537 | $24.0K | 0.00% | −270−14.9% | Reduced |
| Wolff Wiese Magana LLC | 1,800 | $28.0K | 0.02% | +1,800 | New |
| Edmond de Rothschild Holding S.A. | 1,850 | $29.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,953 | $30.0K | 0.00% | −713−26.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,000 | $31.0K | 0.02% | +2,000 | New |
| Cutler Group LP | 3,126 | $48.0K | 0.01% | −2,121−40.4% | Reduced |
| Credit Agricole S A | 3,600 | $56.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,000 | $62.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,585 | $71.0K | 0.00% | −760−14.2% | Reduced |
| Group One Trading, L.P. | 6,622 | $103.0K | 0.00% | −870−11.6% | Reduced |
| Wells Fargo & Company | 7,611 | $118.0K | 0.00% | −2,386−23.9% | Reduced |
| Royal Bank of Canada | 10,282 | $158.0K | 0.00% | +271+2.7% | Added |
| FMR LLC | 10,380 | $161.0K | 0.00% | −5,575−34.9% | Reduced |
| Jane Street Group, LLC | 11,103 | $172.0K | 0.00% | −669−5.7% | Reduced |
| Simplex Trading, LLC | 11,350 | $176.0K | 0.01% | −1,393−10.9% | Reduced |
| Price T Rowe Associates Inc | 11,900 | $185.0K | 0.00% | −922−7.2% | Reduced |
| Vident Investment Advisory, LLC | 12,640 | $196.0K | 0.01% | +12,640 | New |
| Axiom Investment Management LLC | 14,650 | $229.0K | 0.66% | +14,650 | New |
| Cowen and Company, LLC | 15,000 | $233.0K | 0.02% | −12,000−44.4% | Reduced |
| Susquehanna International Group, LLP | 16,085 | $250.0K | 0.00% | +16,085 | New |
| Northern Trust Corp | 16,243 | $252.0K | 0.00% | −59,274−78.5% | Reduced |
| Pathstone Family Office, LLC | 17,678 | $274.4K | 0.01% | +5,678+47.3% | Added |
| Inspire Advisors, LLC | 18,081 | $281.0K | 0.08% | +5,000+38.2% | Added |
| Goldman Sachs Group Inc | 18,453 | $286.0K | 0.00% | −68,699−78.8% | Reduced |
| ExodusPoint Capital Management, LP | 25,385 | $394.0K | 0.01% | −934−3.5% | Reduced |
| King Luther Capital Management Corp | 26,667 | $414.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 29,500 | $458.0K | 0.01% | +29,500 | New |
| Essex Investment Management Co LLC | 29,595 | $459.0K | 0.07% | +10,569+55.6% | Added |
| National Bank of Canada | 29,900 | $464.0K | 0.00% | +29,900 | New |
| Bank of America Corp | 33,356 | $518.0K | 0.00% | −77,188−69.8% | Reduced |
| Citadel Advisors LLC | 40,156 | $623.0K | 0.00% | +40,156 | New |
| Green Alpha Advisors, LLC | 41,483 | $644.0K | 0.15% | +11,138+36.7% | Added |
| Ameriprise Financial Inc | 45,642 | $708.0K | 0.00% | −1,695−3.6% | Reduced |
| Bard Associates Inc | 63,455 | $985.0K | 0.42% | +1,805+2.9% | Added |
| Lido Advisors, LLC | 67,669 | $1.05M | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 90,092 | $1.40M | 0.00% | −61,336−40.5% | Reduced |
| Nicola Wealth Management Ltd. | 120,000 | $1.86M | 0.18% | −90,000−42.9% | Reduced |
| Millennium Management LLC | 132,814 | $2.06M | 0.00% | +132,814 | New |
| HRT Financial LP | 141,485 | $2.19M | 0.02% | +91,448+182.8% | Added |
| State Street Corp | 167,430 | $2.60M | 0.00% | −150,280−47.3% | Reduced |
| BlackRock Inc. | 169,656 | $2.63M | 0.00% | −391,726−69.8% | Reduced |
| Morgan Stanley | 243,592 | $3.78M | 0.00% | −142,148−36.9% | Reduced |
| Invesco Ltd. | 322,700 | $5.01M | 0.00% | −144,517−30.9% | Reduced |
| Vanguard Group Inc | 412,826 | $6.41M | 0.00% | +47,812+13.1% | Added |
| 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 |