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, Q4 2023
Institutional positions in Beam Global as of Dec 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
- 66
- +1 vs. Q3 2023
- Shares held
- 2.88M
- −164.5K (−5.4%) vs. Q3 2023
- Total value
- $20.4M
- −$2.06M (−9.2%) vs. Q3 2023
- New holders
- 13
- 15 more added
- Sold out
- 12
- 14 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AWM Investment Company, Inc. | 907,234 | $6.43M | 0.85% | +314,871+53.2% | Added |
| Vanguard Group Inc | 511,476 | $3.63M | 0.00% | +46,130+9.9% | Added |
| BlackRock Inc. | 186,279 | $1.32M | 0.00% | −388−0.2% | Reduced |
| Geode Capital Management, LLC | 142,469 | $1.01M | 0.00% | +12,513+9.6% | Added |
| Essex Investment Management Co LLC | 87,780 | $622.4K | 0.12% | −10,729−10.9% | Reduced |
| Deutsche Bank AG | 70,086 | $496.9K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 65,237 | $462.5K | 0.00% | +65,237 | New |
| Susquehanna International Group, LLP | 64,927 | $460.3K | 0.00% | +19,341+42.4% | Added |
| LPL Financial LLC | 64,558 | $457.7K | 0.00% | −10,318−13.8% | Reduced |
| Bard Associates Inc | 62,230 | $441.2K | 0.17% | −2,150−3.3% | Reduced |
| State Street Corp | 46,828 | $332.0K | 0.00% | +10,700+29.6% | Added |
| Millennium Management LLC | 46,741 | $331.4K | 0.00% | −113,877−70.9% | Reduced |
| Green Alpha Advisors, LLC | 42,573 | $301.8K | 0.22% | −9,999−19.0% | Reduced |
| Northern Trust Corp | 40,254 | $285.4K | 0.00% | +13,630+51.2% | Added |
| Simplex Trading, LLC | 39,400 | $279.0K | 0.01% | +31,190+379.9% | Added |
| Citadel Advisors LLC | 37,330 | $264.7K | 0.00% | +15,088+67.8% | Added |
| HRT Financial LP | 37,291 | $264.0K | 0.00% | +23,211+164.9% | Added |
| Oak Family Advisors, LLC | 37,186 | $263.6K | 0.11% | +37,186 | New |
| Squarepoint Ops LLC | 34,351 | $243.5K | 0.00% | +5,042+17.2% | Added |
| Connective Capital Management, LLC | 33,785 | $239.5K | 0.20% | +33,785 | New |
| Lido Advisors, LLC | 33,278 | $235.9K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 30,244 | $214.4K | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 26,667 | $189.1K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 26,267 | $186.2K | 0.00% | +26,267 | New |
| Bank of America Corp | 24,127 | $171.1K | 0.00% | +8,467+54.1% | Added |
| Hudson Bay Capital Management LP | 20,271 | $143.7K | 0.00% | −34,006−62.7% | Reduced |
| Price T Rowe Associates Inc | 19,600 | $139.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 16,733 | $118.6K | 0.00% | +5,107+43.9% | Added |
| Advisor Group Holdings, Inc. | 14,931 | $105.9K | 0.00% | −5,711−27.7% | Reduced |
| Inspire Advisors, LLC | 14,722 | $104.4K | 0.02% | +1,021+7.5% | Added |
| Diametric Capital, LP | 14,590 | $103.4K | 0.06% | +14,590 | New |
| Morgan Stanley | 13,781 | $97.7K | 0.00% | −8,368−37.8% | Reduced |
| PFG Investments, LLC | 11,703 | $83.0K | 0.02% | −864−6.9% | Reduced |
| Old Mission Capital LLC | 10,592 | $75.1K | 0.00% | +10,592 | New |
| Virtue Capital Management, LLC | 10,000 | $61.5K | 0.01% | +10,000 | New |
| FMR LLC | 8,607 | $61.0K | 0.00% | +3,860+81.3% | Added |
| Royal Bank of Canada | 6,154 | $43.0K | 0.00% | −23,145−79.0% | Reduced |
| JNBA Financial Advisors | 4,000 | $28.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,762 | $26.7K | 0.00% | +7+0.2% | Added |
| Credit Agricole S A | 3,600 | $25.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,560 | $18.1K | 0.00% | −1,718−40.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,000 | $14.2K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,855 | $13.2K | 0.00% | −717−27.9% | Reduced |
| Wolff Wiese Magana LLC | 1,800 | $12.8K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,148 | $8.14K | 0.00% | +1,148 | New |
| Center for Financial Planning, Inc. | 1,000 | $7.09K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 480 | $3.40K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 300 | $2.13K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 300 | $2.13K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $1.42K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 200 | $1.42K | 0.00% | +200 | New |
| Principal Securities, Inc. | 160 | $1.13K | 0.00% | +160 | New |
| Princeton Global Asset Management LLC | 150 | $1.06K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 150 | $994 | 0.00% | +150 | New |
| Coppell Advisory Solutions LLC | 100 | $709 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 75 | $532 | 0.00% | −1,000−93.0% | Reduced |
| Parkside Financial Bank & Trust | 64 | $454 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $319 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $284 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18 | $128 | 0.00% | +18 | New |
| GWM Advisors LLC | 16 | $113 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 5 | $35 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3 | $21 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2 | $14 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1 | $7 | 0.00% | +1 | New |
| CWM, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 0 | $0 | 0.00% | −357,417−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −109,116−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −19,400−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −17,616−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −17,352−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −15,734−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −13,915−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −11,053−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −7,567−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| West Financial Advisors, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |