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, Q2 2023
Institutional positions in Beam Global as of Jun 30, 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
- 74
- +9 vs. Q1 2023
- Shares held
- 2.89M
- +703.6K (+32.1%) vs. Q1 2023
- Total value
- $29.9M
- −$4.88M (−14.0%) vs. Q1 2023
- New holders
- 17
- 17 more added
- Sold out
- 8
- 23 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 457,746 | $4.74M | 0.00% | −1,498−0.3% | Reduced |
| AWM Investment Company, Inc. | 425,000 | $4.40M | 0.60% | +425,000 | New |
| Invesco Ltd. | 321,548 | $3.33M | 0.00% | +107,211+50.0% | Added |
| HITE Hedge Asset Management LLC | 200,000 | $2.07M | 0.24% | +200,000 | New |
| BlackRock Inc. | 164,198 | $1.70M | 0.00% | +3,547+2.2% | Added |
| Essex Investment Management Co LLC | 101,286 | $1.05M | 0.15% | +10,037+11.0% | Added |
| Nicola Wealth Management Ltd. | 100,000 | $1.03M | 0.10% | 00.0% | Unchanged |
| HRT Financial LP | 90,697 | $938.0K | 0.01% | −10,143−10.1% | Reduced |
| Geode Capital Management, LLC | 90,422 | $935.9K | 0.00% | +7,199+8.7% | Added |
| Millennium Management LLC | 77,879 | $806.0K | 0.00% | +59,750+329.6% | Added |
| Deutsche Bank AG | 70,086 | $725.4K | 0.00% | −100−0.1% | Reduced |
| Bard Associates Inc | 64,455 | $667.1K | 0.26% | −100−0.2% | Reduced |
| First Trust Advisors LP | 60,391 | $625.0K | 0.00% | −391−0.6% | Reduced |
| Susquehanna International Group, LLP | 56,770 | $587.6K | 0.00% | −31,636−35.8% | Reduced |
| Hudson Bay Capital Management LP | 54,277 | $561.8K | 0.01% | +9,277+20.6% | Added |
| Green Alpha Advisors, LLC | 49,112 | $508.3K | 0.33% | +3,477+7.6% | Added |
| JPMorgan Chase & Co | 45,429 | $470.2K | 0.00% | −2,137−4.5% | Reduced |
| Precept Management LLC | 40,000 | $414.0K | 0.88% | +40,000 | New |
| State Street Corp | 37,428 | $387.4K | 0.00% | −132,196−77.9% | Reduced |
| Lido Advisors, LLC | 33,278 | $344.4K | 0.00% | −4,391−11.7% | Reduced |
| Royal Bank of Canada | 32,654 | $338.0K | 0.00% | +22,194+212.2% | Added |
| Legato Capital Management LLC | 32,268 | $334.0K | 0.05% | +8,139+33.7% | Added |
| King Luther Capital Management Corp | 26,667 | $276.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 21,112 | $218.5K | 0.00% | −8,913−29.7% | Reduced |
| Renaissance Technologies LLC | 19,100 | $198.0K | 0.00% | +19,100 | New |
| Boothbay Fund Management, LLC | 17,619 | $182.4K | 0.01% | +17,619 | New |
| Pathstone Family Office, LLC | 16,545 | $171.2K | 0.00% | −292−1.7% | Reduced |
| Northern Trust Corp | 15,992 | $165.5K | 0.00% | −32−0.2% | Reduced |
| Inspire Advisors, LLC | 15,026 | $155.5K | 0.03% | −15−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 13,280 | $137.4K | 0.00% | −3,768−22.1% | Reduced |
| PFG Investments, LLC | 12,567 | $130.1K | 0.02% | +700+5.9% | Added |
| Vident Investment Advisory, LLC | 12,364 | $128.0K | 0.00% | −320−2.5% | Reduced |
| Price T Rowe Associates Inc | 11,900 | $124.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11,560 | $119.6K | 0.09% | +1,532+15.3% | Added |
| Occudo Quantitative Strategies LP | 10,950 | $113.3K | 0.01% | +10,950 | New |
| Simplex Trading, LLC | 10,205 | $105.0K | 0.00% | −4,001−28.2% | Reduced |
| Caption Management, LLC | 10,000 | $103.5K | 0.02% | +10,000 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 8,412 | $87.1K | 0.00% | +682+8.8% | Added |
| Quarry LP | 6,520 | $67.5K | 0.04% | +6,520 | New |
| FNY Investment Advisers, LLC | 5,000 | $51.0K | 0.06% | −6,339−55.9% | Reduced |
| Group One Trading, L.P. | 4,804 | $49.7K | 0.00% | −8,021−62.5% | Reduced |
| Wells Fargo & Company | 4,725 | $48.9K | 0.00% | +6+0.1% | Added |
| Bank of America Corp | 4,702 | $48.7K | 0.00% | −3,220−40.6% | Reduced |
| JNBA Financial Advisors | 4,000 | $41.4K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,977 | $41.2K | 0.00% | +3,977 | New |
| Tower Research Capital LLC (TRC) | 3,902 | $40.4K | 0.00% | +3,534+960.3% | Added |
| Credit Agricole S A | 3,600 | $37.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,835 | $29.3K | 0.00% | +834+41.7% | Added |
| Newbridge Financial Services Group, Inc. | 2,000 | $20.7K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,850 | $19.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 925 | $13.0K | 0.00% | −50−5.1% | Reduced |
| DekaBank Deutsche Girozentrale | 1,097 | $12.0K | 0.00% | −291−21.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,075 | $11.1K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,036 | $10.7K | 0.00% | −7,976−88.5% | Reduced |
| Center for Financial Planning, Inc. | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 300 | $3.10K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 300 | $3.10K | 0.00% | +200+200.0% | Added |
| GWM Advisors LLC | 216 | $2.24K | 0.00% | +200+1,250.0% | Added |
| Sunbelt Securities, Inc. | 200 | $2.07K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 150 | $1.55K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 100 | $1.06K | 0.00% | +100 | New |
| Northwestern Mutual Wealth Management Co | 100 | $1.03K | 0.00% | +100 | New |
| Impact Partnership Wealth, LLC | 67 | $693 | 0.00% | +67 | New |
| UBS Group AG | 65 | $673 | 0.00% | −1,211−94.9% | Reduced |
| Parkside Financial Bank & Trust | 64 | $663 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $518 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 49 | $508 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $466 | 0.00% | +45 | New |
| Bogart Wealth, LLC | 40 | $414 | 0.00% | +40 | New |
| Northwest Investment Counselors, LLC | 6 | $62 | 0.00% | +6 | New |
| Tompkins Financial Corp | 5 | $52 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 10 | $43 | 0.00% | +10 | New |
| VisionPoint Advisory Group, LLC | 2 | $21 | 0.00% | +2 | New |
| CWM, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −28,877−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −10,906−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −16−100.0% | Sold out |