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 |
|---|---|---|---|---|---|
| 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 |
| Sofos Investments, Inc. | 17 | $73 | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 45 | $789 | 0.00% | +45 | New |
| West Financial Advisors, LLC | 50 | $874 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $874 | 0.00% | +50 | New |
| Parkside Financial Bank & Trust | 64 | $1.12K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 69 | $1.21K | 0.00% | −1,775−96.3% | Reduced |
| 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 |
| EWG Elevate Inc. | 110 | $1.92K | 0.00% | +110 | 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 |
| Money Concepts Capital Corp | 200 | $3.49K | 0.00% | +200 | New |
| Citadel Advisors LLC | 251 | $4.38K | 0.00% | −18,397−98.7% | Reduced |
| Citigroup Inc | 260 | $4.54K | 0.00% | −641−71.1% | Reduced |
| Adirondack Trust Co | 300 | $5.24K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 400 | $6.99K | 0.00% | +300+300.0% | Added |
| Cutler Group LP | 412 | $7.00K | 0.00% | +288+232.3% | Added |
| Optimum Investment Advisors | 500 | $8.73K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 950 | $16.6K | 0.00% | +950 | New |
| Center for Financial Planning, Inc. | 1,000 | $17.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,038 | $18.0K | 0.00% | −85−7.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,075 | $18.8K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 700 | $19.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,370 | $22.0K | 0.00% | −595−30.3% | Reduced |
| UBS Group AG | 1,728 | $30.2K | 0.00% | −93−5.1% | Reduced |
| Wolff Wiese Magana LLC | 1,800 | $31.4K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,850 | $32.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,000 | $34.9K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,550 | $41.0K | 0.00% | +419+19.7% | Added |
| Credit Agricole S A | 3,600 | $62.9K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,000 | $69.9K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,693 | $82.0K | 0.00% | −2,784−37.2% | Reduced |
| Quantbot Technologies LP | 6,623 | $115.7K | 0.01% | +5,876+786.6% | Added |
| Royal Bank of Canada | 10,119 | $176.0K | 0.00% | +685+7.3% | Added |
| Vident Investment Advisory, LLC | 11,300 | $197.4K | 0.01% | −3,052−21.3% | Reduced |
| Marshall Wace, LLP | 11,763 | $205.5K | 0.00% | +11,763 | New |
| Price T Rowe Associates Inc | 11,900 | $208.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 13,832 | $241.0K | 0.01% | +13,036+1,637.7% | Added |
| Bank of America Corp | 14,578 | $254.7K | 0.00% | −35,916−71.1% | Reduced |
| Northern Trust Corp | 14,804 | $258.6K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,045 | $262.8K | 0.00% | +15,045 | New |
| Inspire Advisors, LLC | 15,281 | $267.0K | 0.07% | −2,800−15.5% | Reduced |
| Pathstone Family Office, LLC | 17,399 | $304.0K | 0.01% | −102−0.6% | Reduced |
| FNY Investment Advisers, LLC | 17,500 | $305.0K | 0.43% | +17,500 | New |
| Advisor Group Holdings, Inc. | 18,345 | $320.9K | 0.00% | +11,761+178.6% | Added |
| King Luther Capital Management Corp | 26,667 | $465.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 28,749 | $502.2K | 0.00% | +467+1.7% | Added |
| Caption Management, LLC | 33,678 | $588.4K | 0.10% | +33,678 | New |
| Goldman Sachs Group Inc | 33,769 | $589.9K | 0.00% | +20,624+156.9% | Added |
| Millennium Management LLC | 37,568 | $656.0K | 0.00% | +24,353+184.3% | Added |
| Lido Advisors, LLC | 37,669 | $658.1K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 42,856 | $749.0K | 0.12% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 45,854 | $801.0K | 0.67% | +1,347+3.0% | Added |
| Group One Trading, L.P. | 53,728 | $938.6K | 0.03% | +51,006+1,873.8% | Added |
| Morgan Stanley | 56,155 | $981.0K | 0.00% | −37,773−40.2% | Reduced |
| Bard Associates Inc | 64,455 | $1.13M | 0.48% | +1,200+1.9% | Added |
| Geode Capital Management, LLC | 83,586 | $1.46M | 0.00% | −2,028−2.4% | Reduced |
| Nicola Wealth Management Ltd. | 100,000 | $1.75M | 0.18% | −15,000−13.0% | Reduced |
| HRT Financial LP | 116,752 | $2.04M | 0.03% | +25,473+27.9% | Added |
| Susquehanna International Group, LLP | 157,655 | $2.75M | 0.01% | +127,287+419.1% | Added |
| BlackRock Inc. | 158,538 | $2.77M | 0.00% | −8,360−5.0% | Reduced |
| State Street Corp | 166,094 | $2.90M | 0.00% | −1,871−1.1% | Reduced |
| Invesco Ltd. | 232,462 | $4.06M | 0.00% | −179,755−43.6% | Reduced |
| Vanguard Group Inc | 434,756 | $7.60M | 0.00% | −5,730−1.3% | Reduced |
| 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 |