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, Q3 2023
Institutional positions in Beam Global as of Sep 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
- 66
- −8 vs. Q2 2023
- Shares held
- 3.07M
- +174.7K (+6.0%) vs. Q2 2023
- Total value
- $22.6M
- −$7.31M (−24.4%) vs. Q2 2023
- New holders
- 9
- 16 more added
- Sold out
- 17
- 18 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AWM Investment Company, Inc. | 592,363 | $4.37M | 0.65% | +167,363+39.4% | Added |
| Vanguard Group Inc | 465,346 | $3.43M | 0.00% | +7,600+1.7% | Added |
| Invesco Ltd. | 357,417 | $2.64M | 0.00% | +35,869+11.2% | Added |
| BlackRock Inc. | 186,667 | $1.38M | 0.00% | +22,469+13.7% | Added |
| Millennium Management LLC | 160,618 | $1.19M | 0.00% | +82,739+106.2% | Added |
| Geode Capital Management, LLC | 129,956 | $959.3K | 0.00% | +39,534+43.7% | Added |
| HITE Hedge Asset Management LLC | 109,116 | $805.3K | 0.09% | −90,884−45.4% | Reduced |
| Essex Investment Management Co LLC | 98,509 | $727.0K | 0.12% | −2,777−2.7% | Reduced |
| Nicola Wealth Management Ltd. | 80,000 | $590.4K | 0.06% | −20,000−20.0% | Reduced |
| LPL Financial LLC | 74,876 | $552.6K | 0.00% | +74,876 | New |
| Deutsche Bank AG | 70,086 | $517.2K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 64,380 | $475.1K | 0.20% | −75−0.1% | Reduced |
| Hudson Bay Capital Management LP | 54,277 | $400.6K | 0.00% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 52,572 | $388.0K | 0.30% | +3,460+7.0% | Added |
| Susquehanna International Group, LLP | 45,586 | $336.4K | 0.00% | −11,184−19.7% | Reduced |
| State Street Corp | 36,128 | $266.6K | 0.00% | −1,300−3.5% | Reduced |
| Lido Advisors, LLC | 33,278 | $245.6K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 30,244 | $223.2K | 0.03% | −2,024−6.3% | Reduced |
| Squarepoint Ops LLC | 29,309 | $216.3K | 0.00% | +29,309 | New |
| Royal Bank of Canada | 29,299 | $216.0K | 0.00% | −3,355−10.3% | Reduced |
| King Luther Capital Management Corp | 26,667 | $196.8K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 26,624 | $196.5K | 0.00% | +10,632+66.5% | Added |
| Citadel Advisors LLC | 22,242 | $164.1K | 0.00% | +21,206+2,046.9% | Added |
| Morgan Stanley | 22,149 | $163.5K | 0.00% | +1,037+4.9% | Added |
| Advisor Group Holdings, Inc. | 20,642 | $152.3K | 0.00% | +7,362+55.4% | Added |
| Price T Rowe Associates Inc | 19,600 | $145.0K | 0.00% | +7,700+64.7% | Added |
| Calton & Associates, Inc. | 19,400 | $143.2K | 0.21% | +19,400 | New |
| Pathstone Family Office, LLC | 18,850 | $139.1K | 0.00% | +2,305+13.9% | Added |
| Jump Financial, LLC | 17,616 | $130.0K | 0.00% | +17,616 | New |
| Barclays PLC | 17,352 | $128.1K | 0.00% | +17,352 | New |
| Trexquant Investment LP | 15,734 | $116.1K | 0.00% | +15,734 | New |
| Bank of America Corp | 15,660 | $115.6K | 0.00% | +10,958+233.0% | Added |
| HRT Financial LP | 14,080 | $103.0K | 0.00% | −76,617−84.5% | Reduced |
| Vident Advisory, LLC | 13,915 | $102.7K | 0.00% | +13,915 | New |
| Inspire Advisors, LLC | 13,701 | $101.1K | 0.02% | −1,325−8.8% | Reduced |
| PFG Investments, LLC | 12,567 | $92.7K | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 11,626 | $85.8K | 0.00% | +11,626 | New |
| Marshall Wace, LLP | 11,053 | $81.6K | 0.00% | +11,053 | New |
| Simplex Trading, LLC | 8,210 | $60.0K | 0.00% | −1,995−19.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 7,567 | $55.8K | 0.00% | −845−10.0% | Reduced |
| FMR LLC | 4,747 | $35.0K | 0.00% | +1,912+67.4% | Added |
| Tower Research Capital LLC (TRC) | 4,278 | $31.6K | 0.00% | +376+9.6% | Added |
| JNBA Financial Advisors | 4,000 | $29.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,755 | $27.7K | 0.00% | −970−20.5% | Reduced |
| Credit Agricole S A | 3,600 | $26.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,572 | $19.0K | 0.00% | −2,232−46.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,000 | $14.8K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,850 | $13.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,800 | $13.3K | 0.01% | −9,760−84.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,075 | $7.93K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $7.38K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 480 | $3.54K | 0.00% | −445−48.1% | Reduced |
| Allworth Financial LP | 300 | $2.21K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 300 | $2.21K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 100 | $1.75K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $1.48K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 150 | $1.11K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 64 | $473 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 49 | $362 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $332 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $295 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 16 | $118 | 0.00% | −200−92.6% | Reduced |
| Tompkins Financial Corp | 5 | $37 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3 | $22 | 0.00% | −45,426−100.0% | Reduced |
| VisionPoint Advisory Group, LLC | 2 | $15 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 0 | $0 | 0.00% | −60,391−100.0% | Sold out |
| Precept Management LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −19,100−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −17,619−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −12,364−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,950−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −6,520−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,977−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −1,097−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |