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 |
|---|---|---|---|---|---|
| CWM, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1 | $7 | 0.00% | +1 | New |
| VisionPoint Advisory Group, LLC | 2 | $14 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3 | $21 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 5 | $35 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 16 | $113 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18 | $128 | 0.00% | +18 | New |
| Bogart Wealth, LLC | 40 | $284 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $319 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 64 | $454 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 75 | $532 | 0.00% | −1,000−93.0% | Reduced |
| Coppell Advisory Solutions LLC | 100 | $709 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 150 | $994 | 0.00% | +150 | New |
| Princeton Global Asset Management LLC | 150 | $1.06K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 160 | $1.13K | 0.00% | +160 | New |
| Sunbelt Securities, Inc. | 200 | $1.42K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 200 | $1.42K | 0.00% | +200 | New |
| Allworth Financial LP | 300 | $2.13K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 300 | $2.13K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 480 | $3.40K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $7.09K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,148 | $8.14K | 0.00% | +1,148 | New |
| Wolff Wiese Magana LLC | 1,800 | $12.8K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,855 | $13.2K | 0.00% | −717−27.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,000 | $14.2K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,560 | $18.1K | 0.00% | −1,718−40.2% | Reduced |
| Credit Agricole S A | 3,600 | $25.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,762 | $26.7K | 0.00% | +7+0.2% | Added |
| JNBA Financial Advisors | 4,000 | $28.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,154 | $43.0K | 0.00% | −23,145−79.0% | Reduced |
| FMR LLC | 8,607 | $61.0K | 0.00% | +3,860+81.3% | Added |
| Virtue Capital Management, LLC | 10,000 | $61.5K | 0.01% | +10,000 | New |
| Old Mission Capital LLC | 10,592 | $75.1K | 0.00% | +10,592 | New |
| PFG Investments, LLC | 11,703 | $83.0K | 0.02% | −864−6.9% | Reduced |
| Morgan Stanley | 13,781 | $97.7K | 0.00% | −8,368−37.8% | Reduced |
| Diametric Capital, LP | 14,590 | $103.4K | 0.06% | +14,590 | New |
| Inspire Advisors, LLC | 14,722 | $104.4K | 0.02% | +1,021+7.5% | Added |
| Advisor Group Holdings, Inc. | 14,931 | $105.9K | 0.00% | −5,711−27.7% | Reduced |
| Cubist Systematic Strategies, LLC | 16,733 | $118.6K | 0.00% | +5,107+43.9% | Added |
| Price T Rowe Associates Inc | 19,600 | $139.0K | 0.00% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 20,271 | $143.7K | 0.00% | −34,006−62.7% | Reduced |
| Bank of America Corp | 24,127 | $171.1K | 0.00% | +8,467+54.1% | Added |
| Pathstone Holdings, LLC | 26,267 | $186.2K | 0.00% | +26,267 | New |
| King Luther Capital Management Corp | 26,667 | $189.1K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 30,244 | $214.4K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 33,278 | $235.9K | 0.00% | 00.0% | Unchanged |
| Connective Capital Management, LLC | 33,785 | $239.5K | 0.20% | +33,785 | New |
| Squarepoint Ops LLC | 34,351 | $243.5K | 0.00% | +5,042+17.2% | Added |
| Oak Family Advisors, LLC | 37,186 | $263.6K | 0.11% | +37,186 | New |
| HRT Financial LP | 37,291 | $264.0K | 0.00% | +23,211+164.9% | Added |
| Citadel Advisors LLC | 37,330 | $264.7K | 0.00% | +15,088+67.8% | Added |
| Simplex Trading, LLC | 39,400 | $279.0K | 0.01% | +31,190+379.9% | Added |
| Northern Trust Corp | 40,254 | $285.4K | 0.00% | +13,630+51.2% | Added |
| Green Alpha Advisors, LLC | 42,573 | $301.8K | 0.22% | −9,999−19.0% | Reduced |
| Millennium Management LLC | 46,741 | $331.4K | 0.00% | −113,877−70.9% | Reduced |
| State Street Corp | 46,828 | $332.0K | 0.00% | +10,700+29.6% | Added |
| Bard Associates Inc | 62,230 | $441.2K | 0.17% | −2,150−3.3% | Reduced |
| LPL Financial LLC | 64,558 | $457.7K | 0.00% | −10,318−13.8% | Reduced |
| Susquehanna International Group, LLP | 64,927 | $460.3K | 0.00% | +19,341+42.4% | Added |
| Jane Street Group, LLC | 65,237 | $462.5K | 0.00% | +65,237 | New |
| Deutsche Bank AG | 70,086 | $496.9K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 87,780 | $622.4K | 0.12% | −10,729−10.9% | Reduced |
| Geode Capital Management, LLC | 142,469 | $1.01M | 0.00% | +12,513+9.6% | Added |
| BlackRock Inc. | 186,279 | $1.32M | 0.00% | −388−0.2% | Reduced |
| Vanguard Group Inc | 511,476 | $3.63M | 0.00% | +46,130+9.9% | Added |
| AWM Investment Company, Inc. | 907,234 | $6.43M | 0.85% | +314,871+53.2% | Added |
| 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 |