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, Q1 2024
Institutional positions in Beam Global as of Mar 31, 2024. 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
- 54
- −11 vs. Q4 2023
- Shares held
- 2.70M
- −181.3K (−6.3%) vs. Q4 2023
- Total value
- $18.4M
- −$2.07M (−10.1%) vs. Q4 2023
- New holders
- 4
- 11 more added
- Sold out
- 15
- 21 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AWM Investment Company, Inc. | 983,535 | $6.69M | 0.88% | +76,301+8.4% | Added |
| Vanguard Group Inc | 618,676 | $4.21M | 0.00% | +107,200+21.0% | Added |
| BlackRock Inc. | 182,356 | $1.24M | 0.00% | −3,923−2.1% | Reduced |
| Geode Capital Management, LLC | 140,404 | $955.0K | 0.00% | −2,065−1.4% | Reduced |
| Deutsche Bank AG | 70,086 | $476.6K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 60,230 | $409.6K | 0.15% | −2,000−3.2% | Reduced |
| LPL Financial LLC | 58,654 | $398.8K | 0.00% | −5,904−9.1% | Reduced |
| Millennium Management LLC | 52,784 | $358.9K | 0.00% | +6,043+12.9% | Added |
| Oak Family Advisors, LLC | 47,107 | $320.3K | 0.12% | +9,921+26.7% | Added |
| State Street Corp | 45,328 | $308.2K | 0.00% | −1,500−3.2% | Reduced |
| Citadel Advisors LLC | 42,135 | $286.5K | 0.00% | +4,805+12.9% | Added |
| Green Alpha Advisors, LLC | 42,079 | $286.1K | 0.21% | −494−1.2% | Reduced |
| Toroso Investments, LLC | 41,772 | $284.1K | 0.00% | +41,772 | New |
| Northern Trust Corp | 38,350 | $260.8K | 0.00% | −1,904−4.7% | Reduced |
| Lido Advisors, LLC | 33,178 | $225.6K | 0.00% | −100−0.3% | Reduced |
| Bank of America Corp | 27,661 | $188.1K | 0.00% | +3,534+14.6% | Added |
| King Luther Capital Management Corp | 26,667 | $181.3K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 26,186 | $178.1K | 0.00% | −81−0.3% | Reduced |
| PFG Investments, LLC | 23,051 | $156.7K | 0.01% | +11,348+97.0% | Added |
| Price T Rowe Associates Inc | 19,600 | $134.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,715 | $113.7K | 0.00% | −48,212−74.3% | Reduced |
| Morgan Stanley | 16,065 | $109.2K | 0.00% | +2,284+16.6% | Added |
| Inspire Advisors, LLC | 13,460 | $91.5K | 0.01% | −1,262−8.6% | Reduced |
| Advisor Group Holdings, Inc. | 13,363 | $90.9K | 0.00% | −1,568−10.5% | Reduced |
| Shufro Rose & Co LLC | 10,000 | $68.0K | 0.01% | +10,000 | New |
| Simplex Trading, LLC | 8,994 | $61.0K | 0.00% | −30,406−77.2% | Reduced |
| Virtue Capital Management, LLC | 10,000 | $56.4K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 5,196 | $35.3K | 0.00% | −3,411−39.6% | Reduced |
| Royal Bank of Canada | 5,020 | $35.0K | 0.00% | −1,134−18.4% | Reduced |
| Group One Trading, L.P. | 4,825 | $32.8K | 0.00% | +2,970+160.1% | Added |
| JNBA Financial Advisors | 4,000 | $27.2K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 3,600 | $23.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,263 | $22.2K | 0.00% | −499−13.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,000 | $13.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,880 | $12.8K | 0.00% | −680−26.6% | Reduced |
| UBS Group AG | 1,555 | $10.6K | 0.00% | +1,554+155,400.0% | Added |
| American Capital Advisory, LLC | 475 | $7.56K | 0.01% | +475 | New |
| Center for Financial Planning, Inc. | 1,000 | $6.80K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 536 | $3.65K | 0.00% | −612−53.3% | Reduced |
| Sunbelt Securities, Inc. | 200 | $1.36K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 150 | $1.02K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 150 | $925 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 117 | $796 | 0.00% | −43−26.9% | Reduced |
| GWM Advisors LLC | 116 | $789 | 0.00% | +100+625.0% | Added |
| IFP Advisors, Inc | 100 | $680 | 0.00% | −380−79.2% | Reduced |
| Allworth Financial LP | 100 | $680 | 0.00% | −200−66.7% | Reduced |
| Abich Financial Wealth Management LLC | 75 | $510 | 0.00% | +75 | New |
| Parkside Financial Bank & Trust | 64 | $436 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $280 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $272 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 5 | $34 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3 | $20 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2 | $14 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −87,780−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −65,237−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −37,291−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −34,351−100.0% | Sold out |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −33,785−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −30,244−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −20,271−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −16,733−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −14,590−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −10,592−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |