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, Q3 2024
Institutional positions in Beam Global as of Sep 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
- 50
- −5 vs. Q2 2024
- Shares held
- 2.53M
- +133.4K (+5.6%) vs. Q2 2024
- Total value
- $12.5M
- +$1.40M (+12.7%) vs. Q2 2024
- New holders
- 8
- 9 more added
- Sold out
- 13
- 11 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 5 | $25 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $196 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 64 | $315 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $491 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 116 | $570 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 150 | $736 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 150 | $737 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 165 | $810 | 0.00% | +66+66.7% | Added |
| Sunbelt Securities, Inc. | 200 | $982 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 313 | $1.56K | 0.00% | +313 | New |
| Bokf, NA | 500 | $2.44K | 0.00% | +500 | New |
| Wells Fargo & Company | 695 | $3.41K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 739 | $3.63K | 0.00% | −2,017−73.2% | Reduced |
| JPMorgan Chase & Co | 753 | $3.70K | 0.00% | +750+25,000.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,000 | $4.91K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $4.91K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,000 | $9.82K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,803 | $13.8K | 0.00% | −25−0.9% | Reduced |
| JNBA Financial Advisors | 4,000 | $19.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,831 | $24.0K | 0.00% | −485−9.1% | Reduced |
| Capital Performance Advisors LLP | 5,000 | $24.6K | 0.01% | +5,000 | New |
| Simplex Trading, LLC | 6,502 | $31.0K | 0.00% | +6,502 | New |
| Shufro Rose & Co LLC | 10,000 | $46.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,818 | $48.2K | 0.00% | −4,454−31.2% | Reduced |
| Virtue Capital Management, LLC | 10,000 | $49.1K | 0.01% | +10,000 | New |
| Morgan Stanley | 10,139 | $49.8K | 0.00% | −639−5.9% | Reduced |
| Hilltop Holdings Inc. | 11,118 | $54.6K | 0.00% | −277−2.4% | Reduced |
| Bank of America Corp | 11,171 | $54.9K | 0.00% | +10.0% | Added |
| Inspire Advisors, LLC | 13,460 | $66.1K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 16,913 | $83.0K | 0.00% | +16,913 | New |
| Calton & Associates, Inc. | 19,000 | $93.3K | 0.04% | +19,000 | New |
| Price T Rowe Associates Inc | 19,600 | $97.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 20,332 | $99.8K | 0.01% | +9,975+96.3% | Added |
| PFG Investments, LLC | 24,251 | $119.1K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 26,089 | $128.1K | 0.00% | +2,501+10.6% | Added |
| Pathstone Holdings, LLC | 30,715 | $150.8K | 0.00% | +4,619+17.7% | Added |
| Lido Advisors, LLC | 33,178 | $162.9K | 0.00% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 26,667 | $164.8K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 36,095 | $177.2K | 0.00% | −174−0.5% | Reduced |
| State Street Corp | 45,328 | $222.6K | 0.00% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 46,820 | $229.9K | 0.18% | +6,500+16.1% | Added |
| LPL Financial LLC | 49,395 | $242.5K | 0.00% | −9,564−16.2% | Reduced |
| Oak Family Advisors, LLC | 51,417 | $252.5K | 0.09% | −871−1.7% | Reduced |
| Bard Associates Inc | 54,720 | $268.7K | 0.09% | −1,910−3.4% | Reduced |
| Susquehanna International Group, LLP | 70,296 | $345.2K | 0.00% | +20,087+40.0% | Added |
| Geode Capital Management, LLC | 140,863 | $691.8K | 0.00% | +152+0.1% | Added |
| BlackRock, Inc. | 186,355 | $915.0K | 0.00% | +186,355 | New |
| Vanguard Group Inc | 615,604 | $3.02M | 0.00% | 00.0% | Unchanged |
| AWM Investment Company, Inc. | 911,173 | $4.47M | 0.54% | −39,062−4.1% | Reduced |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −31,312−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −26,239−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,102−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,832−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |