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