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, Q1 2023
Institutional positions in Beam Global as of Mar 31, 2023. 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
- 65
- −2 vs. Q4 2022
- Shares held
- 2.19M
- +68.3K (+3.2%) vs. Q4 2022
- Total value
- $34.8M
- −$2.22M (−6.0%) vs. Q4 2022
- New holders
- 13
- 16 more added
- Sold out
- 15
- 19 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 459,244 | $7.31M | 0.00% | +24,488+5.6% | Added |
| Invesco Ltd. | 214,337 | $3.41M | 0.00% | −18,125−7.8% | Reduced |
| State Street Corp | 169,624 | $2.70M | 0.00% | +3,530+2.1% | Added |
| BlackRock Inc. | 160,651 | $2.56M | 0.00% | +2,113+1.3% | Added |
| HRT Financial LP | 100,840 | $1.60M | 0.02% | −15,912−13.6% | Reduced |
| Nicola Wealth Management Ltd. | 100,000 | $1.59M | 0.16% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 91,249 | $1.45M | 0.21% | +48,393+112.9% | Added |
| Susquehanna International Group, LLP | 88,406 | $1.41M | 0.00% | −69,249−43.9% | Reduced |
| Geode Capital Management, LLC | 83,223 | $1.32M | 0.00% | −363−0.4% | Reduced |
| Deutsche Bank AG | 70,186 | $1.12M | 0.00% | +70,186 | New |
| Bard Associates Inc | 64,555 | $1.03M | 0.42% | +100+0.2% | Added |
| First Trust Advisors LP | 60,782 | $967.0K | 0.00% | +60,782 | New |
| JPMorgan Chase & Co | 47,566 | $757.0K | 0.00% | +47,563+1,585,433.3% | Added |
| Green Alpha Advisors, LLC | 45,635 | $726.1K | 0.51% | −219−0.5% | Reduced |
| Hudson Bay Capital Management LP | 45,000 | $716.0K | 0.01% | +45,000 | New |
| Lido Advisors, LLC | 37,669 | $599.3K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 30,025 | $477.7K | 0.00% | −26,130−46.5% | Reduced |
| Jane Street Group, LLC | 28,877 | $459.4K | 0.00% | +13,832+91.9% | Added |
| King Luther Capital Management Corp | 26,667 | $424.3K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 24,129 | $383.9K | 0.07% | +24,129 | New |
| Millennium Management LLC | 18,129 | $288.0K | 0.00% | −19,439−51.7% | Reduced |
| Advisor Group Holdings, Inc. | 17,048 | $271.2K | 0.00% | −1,297−7.1% | Reduced |
| Pathstone Family Office, LLC | 16,837 | $267.9K | 0.00% | −562−3.2% | Reduced |
| Northern Trust Corp | 16,024 | $254.9K | 0.00% | +1,220+8.2% | Added |
| Inspire Advisors, LLC | 15,041 | $239.3K | 0.05% | −240−1.6% | Reduced |
| Simplex Trading, LLC | 14,206 | $226.0K | 0.01% | +374+2.7% | Added |
| Group One Trading, L.P. | 12,825 | $204.0K | 0.01% | −40,903−76.1% | Reduced |
| Vident Investment Advisory, LLC | 12,684 | $201.8K | 0.01% | +1,384+12.2% | Added |
| Price T Rowe Associates Inc | 11,900 | $190.0K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 11,867 | $188.8K | 0.04% | +11,867 | New |
| FNY Investment Advisers, LLC | 11,339 | $180.0K | 0.21% | −6,161−35.2% | Reduced |
| Barclays PLC | 10,906 | $173.5K | 0.00% | +10,906 | New |
| Royal Bank of Canada | 10,460 | $167.0K | 0.00% | +341+3.4% | Added |
| Wolff Wiese Magana LLC | 10,028 | $159.5K | 0.13% | +8,228+457.1% | Added |
| Citadel Advisors LLC | 9,012 | $143.4K | 0.00% | +8,761+3,490.4% | Added |
| Bank of America Corp | 7,922 | $126.0K | 0.00% | −6,656−45.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 7,730 | $123.0K | 0.00% | +7,730 | New |
| Wells Fargo & Company | 4,719 | $75.1K | 0.00% | +26+0.6% | Added |
| JNBA Financial Advisors | 4,000 | $63.6K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 3,600 | $57.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,001 | $31.8K | 0.00% | +1,932+2,800.0% | Added |
| Newbridge Financial Services Group, Inc. | 2,000 | $31.8K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,850 | $29.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,276 | $20.3K | 0.00% | −452−26.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,388 | $20.0K | 0.00% | −1,162−45.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,075 | $17.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $15.9K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 950 | $15.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 975 | $13.7K | 0.00% | −395−28.8% | Reduced |
| Tower Research Capital LLC (TRC) | 368 | $6.00K | 0.00% | +368 | New |
| Archer Investment Corp | 300 | $4.77K | 0.00% | +200+200.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 200 | $3.18K | 0.00% | −200−50.0% | Reduced |
| Advisory Services Network, LLC | 200 | $3.18K | 0.00% | +200 | New |
| Nisa Investment Advisors, LLC | 187 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $2.89K | 0.00% | +200 | New |
| Princeton Global Asset Management LLC | 150 | $2.39K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 112 | $2.00K | 0.00% | +112 | New |
| Allworth Financial LP | 100 | $1.59K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 64 | $1.02K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $796 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 49 | $780 | 0.00% | −1−2.0% | Reduced |
| GWM Advisors LLC | 16 | $255 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 5 | $80 | 0.00% | +5 | New |
| Cutler Group LP | 16 | $0 | 0.00% | −396−96.1% | Reduced |
| CWM, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −33,769−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −33,678−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −28,749−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −11,763−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,623−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,038−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Adirondack Trust Co | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |