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, Q4 2022
Institutional positions in Beam Global as of Dec 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
- 68
- +7 vs. Q3 2022
- Shares held
- 2.12M
- +23.4K (+1.1%) vs. Q3 2022
- Total value
- $37.1M
- +$11.5M (+44.7%) vs. Q3 2022
- New holders
- 14
- 15 more added
- Sold out
- 7
- 18 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 434,756 | $7.60M | 0.00% | −5,730−1.3% | Reduced |
| Invesco Ltd. | 232,462 | $4.06M | 0.00% | −179,755−43.6% | Reduced |
| State Street Corp | 166,094 | $2.90M | 0.00% | −1,871−1.1% | Reduced |
| BlackRock Inc. | 158,538 | $2.77M | 0.00% | −8,360−5.0% | Reduced |
| Susquehanna International Group, LLP | 157,655 | $2.75M | 0.01% | +127,287+419.1% | Added |
| HRT Financial LP | 116,752 | $2.04M | 0.03% | +25,473+27.9% | Added |
| Nicola Wealth Management Ltd. | 100,000 | $1.75M | 0.18% | −15,000−13.0% | Reduced |
| Geode Capital Management, LLC | 83,586 | $1.46M | 0.00% | −2,028−2.4% | Reduced |
| Bard Associates Inc | 64,455 | $1.13M | 0.48% | +1,200+1.9% | Added |
| Morgan Stanley | 56,155 | $981.0K | 0.00% | −37,773−40.2% | Reduced |
| Group One Trading, L.P. | 53,728 | $938.6K | 0.03% | +51,006+1,873.8% | Added |
| Green Alpha Advisors, LLC | 45,854 | $801.0K | 0.67% | +1,347+3.0% | Added |
| Essex Investment Management Co LLC | 42,856 | $749.0K | 0.12% | 00.0% | Unchanged |
| Lido Advisors, LLC | 37,669 | $658.1K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 37,568 | $656.0K | 0.00% | +24,353+184.3% | Added |
| Goldman Sachs Group Inc | 33,769 | $589.9K | 0.00% | +20,624+156.9% | Added |
| Caption Management, LLC | 33,678 | $588.4K | 0.10% | +33,678 | New |
| Cetera Investment Advisers | 28,749 | $502.2K | 0.00% | +467+1.7% | Added |
| King Luther Capital Management Corp | 26,667 | $465.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,345 | $320.9K | 0.00% | +11,761+178.6% | Added |
| FNY Investment Advisers, LLC | 17,500 | $305.0K | 0.43% | +17,500 | New |
| Pathstone Family Office, LLC | 17,399 | $304.0K | 0.01% | −102−0.6% | Reduced |
| Inspire Advisors, LLC | 15,281 | $267.0K | 0.07% | −2,800−15.5% | Reduced |
| Jane Street Group, LLC | 15,045 | $262.8K | 0.00% | +15,045 | New |
| Northern Trust Corp | 14,804 | $258.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 14,578 | $254.7K | 0.00% | −35,916−71.1% | Reduced |
| Simplex Trading, LLC | 13,832 | $241.0K | 0.01% | +13,036+1,637.7% | Added |
| Price T Rowe Associates Inc | 11,900 | $208.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 11,763 | $205.5K | 0.00% | +11,763 | New |
| Vident Investment Advisory, LLC | 11,300 | $197.4K | 0.01% | −3,052−21.3% | Reduced |
| Royal Bank of Canada | 10,119 | $176.0K | 0.00% | +685+7.3% | Added |
| Quantbot Technologies LP | 6,623 | $115.7K | 0.01% | +5,876+786.6% | Added |
| Wells Fargo & Company | 4,693 | $82.0K | 0.00% | −2,784−37.2% | Reduced |
| JNBA Financial Advisors | 4,000 | $69.9K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 3,600 | $62.9K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,550 | $41.0K | 0.00% | +419+19.7% | Added |
| Newbridge Financial Services Group, Inc. | 2,000 | $34.9K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,850 | $32.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,800 | $31.4K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 1,728 | $30.2K | 0.00% | −93−5.1% | Reduced |
| IFP Advisors, Inc | 1,370 | $22.0K | 0.00% | −595−30.3% | Reduced |
| Activest Wealth Management | 700 | $19.1K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,075 | $18.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,038 | $18.0K | 0.00% | −85−7.6% | Reduced |
| Center for Financial Planning, Inc. | 1,000 | $17.5K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 950 | $16.6K | 0.00% | +950 | New |
| Optimum Investment Advisors | 500 | $8.73K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 412 | $7.00K | 0.00% | +288+232.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 400 | $6.99K | 0.00% | +300+300.0% | Added |
| Adirondack Trust Co | 300 | $5.24K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 260 | $4.54K | 0.00% | −641−71.1% | Reduced |
| Citadel Advisors LLC | 251 | $4.38K | 0.00% | −18,397−98.7% | Reduced |
| Money Concepts Capital Corp | 200 | $3.49K | 0.00% | +200 | New |
| Nisa Investment Advisors, LLC | 187 | $3.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 110 | $1.92K | 0.00% | +110 | New |
| Archer Investment Corp | 100 | $1.75K | 0.00% | +100 | New |
| Coppell Advisory Solutions LLC | 100 | $1.75K | 0.00% | +100 | New |
| Coppell Advisory Solutions Corp. | 100 | $1.75K | 0.00% | +100 | New |
| FMR LLC | 69 | $1.21K | 0.00% | −1,775−96.3% | Reduced |
| Parkside Financial Bank & Trust | 64 | $1.12K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 50 | $874 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $874 | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 45 | $789 | 0.00% | +45 | New |
| Sofos Investments, Inc. | 17 | $73 | 0.00% | +17 | New |
| JPMorgan Chase & Co | 3 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 16 | $0 | 0.00% | +16 | New |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −12,112−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Navigation Wealth Management, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Surevest, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |