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