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 |
|---|---|---|---|---|---|
| Cutler Group LP | 16 | $0 | 0.00% | −396−96.1% | Reduced |
| CWM, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 5 | $80 | 0.00% | +5 | New |
| GWM Advisors LLC | 16 | $255 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 49 | $780 | 0.00% | −1−2.0% | Reduced |
| Geneos Wealth Management Inc. | 50 | $796 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 64 | $1.02K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $1.59K | 0.00% | +100 | New |
| VitalStone Financial, LLC | 112 | $2.00K | 0.00% | +112 | New |
| Princeton Global Asset Management LLC | 150 | $2.39K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $2.89K | 0.00% | +200 | New |
| Nisa Investment Advisors, LLC | 187 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Archer Investment Corp | 300 | $4.77K | 0.00% | +200+200.0% | Added |
| Tower Research Capital LLC (TRC) | 368 | $6.00K | 0.00% | +368 | New |
| IFP Advisors, Inc | 975 | $13.7K | 0.00% | −395−28.8% | Reduced |
| Belpointe Asset Management LLC | 950 | $15.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $15.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,075 | $17.1K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,388 | $20.0K | 0.00% | −1,162−45.6% | Reduced |
| UBS Group AG | 1,276 | $20.3K | 0.00% | −452−26.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,850 | $29.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,000 | $31.8K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 2,001 | $31.8K | 0.00% | +1,932+2,800.0% | Added |
| Credit Agricole S A | 3,600 | $57.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,000 | $63.6K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,719 | $75.1K | 0.00% | +26+0.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 7,730 | $123.0K | 0.00% | +7,730 | New |
| Bank of America Corp | 7,922 | $126.0K | 0.00% | −6,656−45.7% | Reduced |
| Citadel Advisors LLC | 9,012 | $143.4K | 0.00% | +8,761+3,490.4% | Added |
| Wolff Wiese Magana LLC | 10,028 | $159.5K | 0.13% | +8,228+457.1% | Added |
| Royal Bank of Canada | 10,460 | $167.0K | 0.00% | +341+3.4% | Added |
| Barclays PLC | 10,906 | $173.5K | 0.00% | +10,906 | New |
| FNY Investment Advisers, LLC | 11,339 | $180.0K | 0.21% | −6,161−35.2% | Reduced |
| PFG Investments, LLC | 11,867 | $188.8K | 0.04% | +11,867 | New |
| Price T Rowe Associates Inc | 11,900 | $190.0K | 0.00% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 12,684 | $201.8K | 0.01% | +1,384+12.2% | Added |
| Group One Trading, L.P. | 12,825 | $204.0K | 0.01% | −40,903−76.1% | Reduced |
| Simplex Trading, LLC | 14,206 | $226.0K | 0.01% | +374+2.7% | Added |
| Inspire Advisors, LLC | 15,041 | $239.3K | 0.05% | −240−1.6% | Reduced |
| Northern Trust Corp | 16,024 | $254.9K | 0.00% | +1,220+8.2% | Added |
| Pathstone Family Office, LLC | 16,837 | $267.9K | 0.00% | −562−3.2% | Reduced |
| Advisor Group Holdings, Inc. | 17,048 | $271.2K | 0.00% | −1,297−7.1% | Reduced |
| Millennium Management LLC | 18,129 | $288.0K | 0.00% | −19,439−51.7% | Reduced |
| Legato Capital Management LLC | 24,129 | $383.9K | 0.07% | +24,129 | New |
| King Luther Capital Management Corp | 26,667 | $424.3K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 28,877 | $459.4K | 0.00% | +13,832+91.9% | Added |
| Morgan Stanley | 30,025 | $477.7K | 0.00% | −26,130−46.5% | Reduced |
| Lido Advisors, LLC | 37,669 | $599.3K | 0.01% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 45,000 | $716.0K | 0.01% | +45,000 | New |
| Green Alpha Advisors, LLC | 45,635 | $726.1K | 0.51% | −219−0.5% | Reduced |
| JPMorgan Chase & Co | 47,566 | $757.0K | 0.00% | +47,563+1,585,433.3% | Added |
| First Trust Advisors LP | 60,782 | $967.0K | 0.00% | +60,782 | New |
| Bard Associates Inc | 64,555 | $1.03M | 0.42% | +100+0.2% | Added |
| Deutsche Bank AG | 70,186 | $1.12M | 0.00% | +70,186 | New |
| Geode Capital Management, LLC | 83,223 | $1.32M | 0.00% | −363−0.4% | Reduced |
| Susquehanna International Group, LLP | 88,406 | $1.41M | 0.00% | −69,249−43.9% | Reduced |
| Essex Investment Management Co LLC | 91,249 | $1.45M | 0.21% | +48,393+112.9% | Added |
| Nicola Wealth Management Ltd. | 100,000 | $1.59M | 0.16% | 00.0% | Unchanged |
| HRT Financial LP | 100,840 | $1.60M | 0.02% | −15,912−13.6% | Reduced |
| BlackRock Inc. | 160,651 | $2.56M | 0.00% | +2,113+1.3% | Added |
| State Street Corp | 169,624 | $2.70M | 0.00% | +3,530+2.1% | Added |
| Invesco Ltd. | 214,337 | $3.41M | 0.00% | −18,125−7.8% | Reduced |
| Vanguard Group Inc | 459,244 | $7.31M | 0.00% | +24,488+5.6% | Added |
| 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 |