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 |
|---|---|---|---|---|---|
| CWM, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2 | $14 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3 | $20 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 5 | $34 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $272 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $280 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 64 | $436 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 75 | $510 | 0.00% | +75 | New |
| IFP Advisors, Inc | 100 | $680 | 0.00% | −380−79.2% | Reduced |
| Allworth Financial LP | 100 | $680 | 0.00% | −200−66.7% | Reduced |
| GWM Advisors LLC | 116 | $789 | 0.00% | +100+625.0% | Added |
| Principal Securities, Inc. | 117 | $796 | 0.00% | −43−26.9% | Reduced |
| National Bank of Canada | 150 | $925 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 150 | $1.02K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $1.36K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 536 | $3.65K | 0.00% | −612−53.3% | Reduced |
| Center for Financial Planning, Inc. | 1,000 | $6.80K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 475 | $7.56K | 0.01% | +475 | New |
| UBS Group AG | 1,555 | $10.6K | 0.00% | +1,554+155,400.0% | Added |
| Tower Research Capital LLC (TRC) | 1,880 | $12.8K | 0.00% | −680−26.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,000 | $13.6K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,263 | $22.2K | 0.00% | −499−13.3% | Reduced |
| Credit Agricole S A | 3,600 | $23.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,000 | $27.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,825 | $32.8K | 0.00% | +2,970+160.1% | Added |
| Royal Bank of Canada | 5,020 | $35.0K | 0.00% | −1,134−18.4% | Reduced |
| FMR LLC | 5,196 | $35.3K | 0.00% | −3,411−39.6% | Reduced |
| Virtue Capital Management, LLC | 10,000 | $56.4K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 8,994 | $61.0K | 0.00% | −30,406−77.2% | Reduced |
| Shufro Rose & Co LLC | 10,000 | $68.0K | 0.01% | +10,000 | New |
| Advisor Group Holdings, Inc. | 13,363 | $90.9K | 0.00% | −1,568−10.5% | Reduced |
| Inspire Advisors, LLC | 13,460 | $91.5K | 0.01% | −1,262−8.6% | Reduced |
| Morgan Stanley | 16,065 | $109.2K | 0.00% | +2,284+16.6% | Added |
| Susquehanna International Group, LLP | 16,715 | $113.7K | 0.00% | −48,212−74.3% | Reduced |
| Price T Rowe Associates Inc | 19,600 | $134.0K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 23,051 | $156.7K | 0.01% | +11,348+97.0% | Added |
| Pathstone Holdings, LLC | 26,186 | $178.1K | 0.00% | −81−0.3% | Reduced |
| King Luther Capital Management Corp | 26,667 | $181.3K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 27,661 | $188.1K | 0.00% | +3,534+14.6% | Added |
| Lido Advisors, LLC | 33,178 | $225.6K | 0.00% | −100−0.3% | Reduced |
| Northern Trust Corp | 38,350 | $260.8K | 0.00% | −1,904−4.7% | Reduced |
| Toroso Investments, LLC | 41,772 | $284.1K | 0.00% | +41,772 | New |
| Green Alpha Advisors, LLC | 42,079 | $286.1K | 0.21% | −494−1.2% | Reduced |
| Citadel Advisors LLC | 42,135 | $286.5K | 0.00% | +4,805+12.9% | Added |
| State Street Corp | 45,328 | $308.2K | 0.00% | −1,500−3.2% | Reduced |
| Oak Family Advisors, LLC | 47,107 | $320.3K | 0.12% | +9,921+26.7% | Added |
| Millennium Management LLC | 52,784 | $358.9K | 0.00% | +6,043+12.9% | Added |
| LPL Financial LLC | 58,654 | $398.8K | 0.00% | −5,904−9.1% | Reduced |
| Bard Associates Inc | 60,230 | $409.6K | 0.15% | −2,000−3.2% | Reduced |
| Deutsche Bank AG | 70,086 | $476.6K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 140,404 | $955.0K | 0.00% | −2,065−1.4% | Reduced |
| BlackRock Inc. | 182,356 | $1.24M | 0.00% | −3,923−2.1% | Reduced |
| Vanguard Group Inc | 618,676 | $4.21M | 0.00% | +107,200+21.0% | Added |
| AWM Investment Company, Inc. | 983,535 | $6.69M | 0.88% | +76,301+8.4% | Added |
| 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 |