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, Q3 2022
Institutional positions in Beam Global as of Sep 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
- 63
- −7 vs. Q2 2022
- Shares held
- 2.10M
- −367.1K (−14.9%) vs. Q2 2022
- Total value
- $25.6M
- −$12.7M (−33.1%) vs. Q2 2022
- New holders
- 7
- 11 more added
- Sold out
- 14
- 23 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 440,486 | $5.37M | 0.00% | +27,660+6.7% | Added |
| Invesco Ltd. | 412,217 | $5.03M | 0.00% | +89,517+27.7% | Added |
| State Street Corp | 167,965 | $2.05M | 0.00% | +535+0.3% | Added |
| BlackRock Inc. | 166,898 | $2.04M | 0.00% | −2,758−1.6% | Reduced |
| Nicola Wealth Management Ltd. | 115,000 | $1.40M | 0.15% | −5,000−4.2% | Reduced |
| Morgan Stanley | 93,928 | $1.15M | 0.00% | −149,664−61.4% | Reduced |
| HRT Financial LP | 91,279 | $1.11M | 0.01% | −50,206−35.5% | Reduced |
| Geode Capital Management, LLC | 85,614 | $1.04M | 0.00% | −4,478−5.0% | Reduced |
| Bard Associates Inc | 63,255 | $772.0K | 0.35% | −200−0.3% | Reduced |
| Bank of America Corp | 50,494 | $616.0K | 0.00% | +17,138+51.4% | Added |
| Green Alpha Advisors, LLC | 44,507 | $543.0K | 0.46% | +3,024+7.3% | Added |
| Essex Investment Management Co LLC | 42,856 | $523.0K | 0.08% | +13,261+44.8% | Added |
| Lido Advisors, LLC | 37,669 | $459.0K | 0.01% | −30,000−44.3% | Reduced |
| Susquehanna International Group, LLP | 30,368 | $370.0K | 0.00% | +14,283+88.8% | Added |
| Cetera Investment Advisers | 28,282 | $345.0K | 0.01% | +28,282 | New |
| King Luther Capital Management Corp | 26,667 | $325.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 18,648 | $228.0K | 0.00% | −21,508−53.6% | Reduced |
| Inspire Advisors, LLC | 18,081 | $221.0K | 0.06% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 17,501 | $213.5K | 0.00% | −177−1.0% | Reduced |
| Northern Trust Corp | 14,804 | $180.0K | 0.00% | −1,439−8.9% | Reduced |
| Vident Investment Advisory, LLC | 14,352 | $175.0K | 0.01% | +1,712+13.5% | Added |
| Millennium Management LLC | 13,215 | $161.0K | 0.00% | −119,599−90.0% | Reduced |
| Goldman Sachs Group Inc | 13,145 | $160.0K | 0.00% | −5,308−28.8% | Reduced |
| Ameriprise Financial Inc | 12,112 | $148.0K | 0.00% | −33,530−73.5% | Reduced |
| Price T Rowe Associates Inc | 11,900 | $146.0K | 0.00% | 00.0% | Unchanged |
| Cowen and Company, LLC | 11,000 | $134.0K | 0.01% | −4,000−26.7% | Reduced |
| Royal Bank of Canada | 9,434 | $115.0K | 0.00% | −848−8.2% | Reduced |
| Wells Fargo & Company | 7,477 | $92.0K | 0.00% | −134−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 6,584 | $80.0K | 0.00% | +1,999+43.6% | Added |
| JNBA Financial Advisors | 4,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 3,600 | $44.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,722 | $33.0K | 0.00% | −3,900−58.9% | Reduced |
| IFP Advisors, Inc | 1,965 | $30.0K | 0.00% | +428+27.8% | Added |
| DekaBank Deutsche Girozentrale | 2,131 | $25.0K | 0.00% | +2,131 | New |
| Newbridge Financial Services Group, Inc. | 2,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,850 | $23.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,844 | $22.0K | 0.00% | −8,536−82.2% | Reduced |
| UBS Group AG | 1,821 | $22.0K | 0.00% | −132−6.8% | Reduced |
| Wolff Wiese Magana LLC | 1,800 | $22.0K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 700 | $19.0K | 0.01% | +700 | New |
| Federation des caisses Desjardins du Quebec | 1,075 | $13.1K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,123 | $13.0K | 0.00% | +123+12.3% | Added |
| Center for Financial Planning, Inc. | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 901 | $11.0K | 0.00% | −255−22.1% | Reduced |
| Simplex Trading, LLC | 796 | $9.00K | 0.00% | −10,554−93.0% | Reduced |
| Surevest, LLC | 703 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 747 | $9.00K | 0.00% | +747 | New |
| Optimum Investment Advisors | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 283 | $3.45K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 187 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 124 | $1.00K | 0.00% | −3,002−96.0% | Reduced |
| Ancora Advisors, LLC | 100 | $1.00K | 0.00% | −342−77.4% | Reduced |
| Navigation Wealth Management, Inc. | 100 | $1.00K | 0.11% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Oliver Lagore Vanvalin Investment Group | 100 | $1.00K | 0.00% | +100 | New |
| BNP Paribas Arbitrage, SA | 50 | $610 | 0.00% | +50 | New |
| Evoke Wealth, LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 0 | $0 | 0.00% | −29,900−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −29,500−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −25,385−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −14,650−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,103−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −710−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |