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