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, Q2 2024
Institutional positions in Beam Global as of Jun 30, 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
- 56
- +2 vs. Q1 2024
- Shares held
- 2.58M
- −119.1K (−4.4%) vs. Q1 2024
- Total value
- $11.9M
- −$6.46M (−35.2%) vs. Q1 2024
- New holders
- 10
- 9 more added
- Sold out
- 8
- 15 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AWM Investment Company, Inc. | 950,235 | $4.38M | 0.59% | −33,300−3.4% | Reduced |
| Vanguard Group Inc | 615,604 | $2.84M | 0.00% | −3,072−0.5% | Reduced |
| BlackRock Inc. | 185,587 | $855.6K | 0.00% | +3,231+1.8% | Added |
| Geode Capital Management, LLC | 140,711 | $648.8K | 0.00% | +307+0.2% | Added |
| LPL Financial LLC | 58,959 | $271.8K | 0.00% | +305+0.5% | Added |
| Bard Associates Inc | 56,630 | $261.1K | 0.10% | −3,600−6.0% | Reduced |
| Oak Family Advisors, LLC | 52,288 | $241.0K | 0.09% | +5,181+11.0% | Added |
| Susquehanna International Group, LLP | 50,209 | $231.5K | 0.00% | +33,494+200.4% | Added |
| State Street Corp | 45,328 | $209.0K | 0.00% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 40,320 | $185.9K | 0.15% | −1,759−4.2% | Reduced |
| Northern Trust Corp | 36,269 | $167.2K | 0.00% | −2,081−5.4% | Reduced |
| Lido Advisors, LLC | 33,178 | $153.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 31,312 | $144.0K | 0.00% | +31,312 | New |
| King Luther Capital Management Corp | 26,667 | $122.9K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 26,239 | $121.0K | 0.00% | −26,545−50.3% | Reduced |
| Pathstone Holdings, LLC | 26,096 | $120.3K | 0.00% | −90−0.3% | Reduced |
| PFG Investments, LLC | 24,251 | $111.8K | 0.01% | +1,200+5.2% | Added |
| Citadel Advisors LLC | 23,588 | $108.7K | 0.00% | −18,547−44.0% | Reduced |
| Virtu Financial LLC | 20,102 | $93.0K | 0.01% | +20,102 | New |
| Price T Rowe Associates Inc | 19,600 | $91.0K | 0.00% | 00.0% | Unchanged |
| Marex Group plc | 14,400 | $66.4K | 0.00% | +14,400 | New |
| UBS Group AG | 14,272 | $65.8K | 0.00% | +12,717+817.8% | Added |
| Inspire Advisors, LLC | 13,460 | $62.1K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 11,395 | $52.5K | 0.01% | +11,395 | New |
| Bank of America Corp | 11,170 | $51.5K | 0.00% | −16,491−59.6% | Reduced |
| Morgan Stanley | 10,778 | $49.7K | 0.00% | −5,287−32.9% | Reduced |
| XTX Topco Ltd | 10,357 | $47.7K | 0.00% | +10,357 | New |
| Shufro Rose & Co LLC | 10,000 | $46.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,316 | $25.0K | 0.00% | +296+5.9% | Added |
| JNBA Financial Advisors | 4,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,832 | $13.1K | 0.00% | −1,993−41.3% | Reduced |
| Advisor Group Holdings, Inc. | 2,828 | $13.0K | 0.00% | −10,535−78.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,756 | $12.7K | 0.00% | +876+46.6% | Added |
| Newbridge Financial Services Group, Inc. | 2,000 | $9.22K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $4.61K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,000 | $4.61K | 0.00% | +1,000 | New |
| Redwood Wealth Management Group, LLC | 700 | $3.23K | 0.00% | +700 | New |
| Wells Fargo & Company | 695 | $3.20K | 0.00% | −2,568−78.7% | Reduced |
| Family Firm, Inc. | 351 | $1.62K | 0.00% | +351 | New |
| CIBC Private Wealth Group, LLC | 200 | $1.30K | 0.00% | +200 | New |
| Sunbelt Securities, Inc. | 200 | $922 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 150 | $692 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 150 | $650 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $597 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 116 | $535 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 100 | $461 | 0.00% | +100 | New |
| Principal Securities, Inc. | 99 | $456 | 0.00% | −18−15.4% | Reduced |
| Abich Financial Wealth Management LLC | 75 | $346 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 64 | $296 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $228 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $184 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 39 | $180 | 0.00% | −5,157−99.2% | Reduced |
| Tompkins Financial Corp | 5 | $23 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3 | $14 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2 | $9 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 0 | $0 | 0.00% | −70,086−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −41,772−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −8,994−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |