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 |
|---|---|---|---|---|---|
| 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 |
| BNP Paribas Arbitrage, SA | 50 | $610 | 0.00% | +50 | New |
| 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 |
| 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 |
| American Portfolios Advisors | 283 | $3.45K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Citigroup Inc | 901 | $11.0K | 0.00% | −255−22.1% | Reduced |
| Center for Financial Planning, Inc. | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,123 | $13.0K | 0.00% | +123+12.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,075 | $13.1K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 700 | $19.0K | 0.01% | +700 | New |
| 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 |
| Edmond de Rothschild Holding S.A. | 1,850 | $23.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,131 | $25.0K | 0.00% | +2,131 | New |
| IFP Advisors, Inc | 1,965 | $30.0K | 0.00% | +428+27.8% | Added |
| Group One Trading, L.P. | 2,722 | $33.0K | 0.00% | −3,900−58.9% | Reduced |
| Credit Agricole S A | 3,600 | $44.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,584 | $80.0K | 0.00% | +1,999+43.6% | Added |
| Wells Fargo & Company | 7,477 | $92.0K | 0.00% | −134−1.8% | Reduced |
| Royal Bank of Canada | 9,434 | $115.0K | 0.00% | −848−8.2% | Reduced |
| Cowen and Company, LLC | 11,000 | $134.0K | 0.01% | −4,000−26.7% | Reduced |
| Price T Rowe Associates Inc | 11,900 | $146.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,112 | $148.0K | 0.00% | −33,530−73.5% | Reduced |
| Goldman Sachs Group Inc | 13,145 | $160.0K | 0.00% | −5,308−28.8% | Reduced |
| Millennium Management LLC | 13,215 | $161.0K | 0.00% | −119,599−90.0% | Reduced |
| Vident Investment Advisory, LLC | 14,352 | $175.0K | 0.01% | +1,712+13.5% | Added |
| Northern Trust Corp | 14,804 | $180.0K | 0.00% | −1,439−8.9% | Reduced |
| Pathstone Family Office, LLC | 17,501 | $213.5K | 0.00% | −177−1.0% | Reduced |
| Inspire Advisors, LLC | 18,081 | $221.0K | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 18,648 | $228.0K | 0.00% | −21,508−53.6% | Reduced |
| King Luther Capital Management Corp | 26,667 | $325.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 28,282 | $345.0K | 0.01% | +28,282 | New |
| Susquehanna International Group, LLP | 30,368 | $370.0K | 0.00% | +14,283+88.8% | Added |
| Lido Advisors, LLC | 37,669 | $459.0K | 0.01% | −30,000−44.3% | Reduced |
| Essex Investment Management Co LLC | 42,856 | $523.0K | 0.08% | +13,261+44.8% | Added |
| Green Alpha Advisors, LLC | 44,507 | $543.0K | 0.46% | +3,024+7.3% | Added |
| Bank of America Corp | 50,494 | $616.0K | 0.00% | +17,138+51.4% | Added |
| Bard Associates Inc | 63,255 | $772.0K | 0.35% | −200−0.3% | Reduced |
| Geode Capital Management, LLC | 85,614 | $1.04M | 0.00% | −4,478−5.0% | Reduced |
| HRT Financial LP | 91,279 | $1.11M | 0.01% | −50,206−35.5% | Reduced |
| Morgan Stanley | 93,928 | $1.15M | 0.00% | −149,664−61.4% | Reduced |
| Nicola Wealth Management Ltd. | 115,000 | $1.40M | 0.15% | −5,000−4.2% | Reduced |
| BlackRock Inc. | 166,898 | $2.04M | 0.00% | −2,758−1.6% | Reduced |
| State Street Corp | 167,965 | $2.05M | 0.00% | +535+0.3% | Added |
| Invesco Ltd. | 412,217 | $5.03M | 0.00% | +89,517+27.7% | Added |
| Vanguard Group Inc | 440,486 | $5.37M | 0.00% | +27,660+6.7% | Added |
| 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 |