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Livermore
Livermore
ZHEN

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, Q4 2024

Institutional positions in Beam Global as of Dec 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
48
−2 vs. Q3 2024
Shares held
2.36M
−168.5K (−6.7%) vs. Q3 2024
Total value
$7.49M
−$4.97M (−39.9%) vs. Q3 2024
New holders
11
12 more added
Sold out
13
10 more reduced

Compare with Q3 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.

Institutional holdersQ4 2024: 48 institutions
Q1 2021: 63 institutionsQ2 2021: 74 institutionsQ3 2021: 77 institutionsQ4 2021: 78 institutionsQ1 2022: 70 institutionsQ2 2022: 70 institutionsQ3 2022: 63 institutionsQ4 2022: 68 institutionsQ1 2023: 65 institutionsQ2 2023: 74 institutionsQ3 2023: 66 institutionsQ4 2023: 66 institutionsQ1 2024: 54 institutionsQ2 2024: 56 institutionsQ3 2024: 50 institutionsQ4 2024: 48 institutionsQ1 2025: 44 institutionsQ2 2025: 40 institutionsQ3 2025: 45 institutionsQ4 2025: 41 institutionsQ1 2026: 42 institutionsQ2 2026: 48 institutions
Value heldQ4 2024: $7.49M
Q1 2021: $146.9MQ2 2021: $158.3MQ3 2021: $112.6MQ4 2021: $75.5MQ1 2022: $70.6MQ2 2022: $38.3MQ3 2022: $25.6MQ4 2022: $37.1MQ1 2023: $34.8MQ2 2023: $29.9MQ3 2023: $22.6MQ4 2023: $20.4MQ1 2024: $18.4MQ2 2024: $11.9MQ3 2024: $12.5MQ4 2024: $7.49MQ1 2025: $4.20MQ2 2025: $3.02MQ3 2025: $7.19MQ4 2025: $3.98MQ1 2026: $3.77MQ2 2026: $2.84M
Institutions holding BEEM and their total value by quarter
QuarterHoldersValue
Q2 202648$2.84M
Q1 202642$3.77M
Q4 202541$3.98M
Q3 202545$7.19M
Q2 202540$3.02M
Q1 202544$4.20M
Q4 202448$7.49M
Q3 202450$12.5M
Q2 202456$11.9M
Q1 202454$18.4M
Q4 202366$20.4M
Q3 202366$22.6M
Q2 202374$29.9M
Q1 202365$34.8M
Q4 202268$37.1M
Q3 202263$25.6M
Q2 202270$38.3M
Q1 202270$70.6M
Q4 202178$75.5M
Q3 202177$112.6M
Q2 202174$158.3M
Q1 202163$146.9M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q3 2024.

Institutions holding BEEM in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC18$00.00%00.0%Unchanged
Tompkins Financial Corp5$160.00%00.0%Unchanged
BNP Paribas Arbitrage, SA11$350.00%+11New
GWM Advisors LLC16$510.00%−100−86.2%Reduced
Farther Finance Advisors, LLC25$790.00%+25New
MAI Capital Management39$1240.00%+39New
SBI Securities Co., Ltd.56$1780.00%+56New
Parkside Financial Bank & Trust64$2030.00%00.0%Unchanged
Measured Risk Portfolios, Inc.75$2380.00%+75New
Jones Financial Companies LLLP88$2790.00%−225−71.9%Reduced
Allworth Financial LP100$2820.00%00.0%Unchanged
City State Bank100$3170.00%+100New
Princeton Global Asset Management LLC150$4760.00%00.0%Unchanged
Principal Securities, Inc.165$5230.00%00.0%Unchanged
Aventura Private Wealth, LLC200$6340.00%+200New
Sunbelt Securities, Inc.200$6480.00%00.0%Unchanged
Bokf, NA500$1.67K0.00%00.0%Unchanged
Wells Fargo & Company625$1.98K0.00%−70−10.1%Reduced
JPMorgan Chase & Co753$2.39K0.00%00.0%Unchanged
Center for Financial Planning, Inc.1,000$3.17K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.2,034$6.45K0.00%+34+1.7%Added
UBS Group AG2,670$8.46K0.00%−7,148−72.8%Reduced
Royal Bank of Canada3,432$11.0K0.00%−1,399−29.0%Reduced
R Squared Ltd3,740$11.9K0.01%+3,740New
JNBA Financial Advisors4,000$12.7K0.00%00.0%Unchanged
Innovative Advisory Group, LLC4,000$12.7K0.01%+4,000New
Advisor Group Holdings, Inc.5,197$16.5K0.00%+2,394+85.4%Added
Bank of America Corp10,672$33.8K0.00%−499−4.5%Reduced
Simplex Trading, LLC12,455$39.0K0.00%+5,953+91.6%Added
Dimensional Fund Advisors LP12,376$39.2K0.00%+12,376New
Morgan Stanley13,593$43.1K0.00%+3,454+34.1%Added
AE Wealth Management LLC16,585$52.6K0.00%−328−1.9%Reduced
Price T Rowe Associates Inc19,600$63.0K0.00%00.0%Unchanged
PFG Investments, LLC24,251$76.9K0.00%00.0%Unchanged
King Luther Capital Management Corp26,667$84.5K0.00%00.0%Unchanged
Lido Advisors, LLC29,345$93.0K0.00%−3,833−11.6%Reduced
Pathstone Holdings, LLC35,380$112.2K0.00%+4,665+15.2%Added
XTX Topco Ltd41,880$132.8K0.01%+21,548+106.0%Added
Bard Associates Inc43,405$137.6K0.05%−11,315−20.7%Reduced
State Street Corp49,528$157.0K0.00%+4,200+9.3%Added
Virtue Capital Management, LLC50,000$158.5K0.03%+40,000+400.0%Added
Northern Trust Corp54,723$173.5K0.00%+18,628+51.6%Added
Green Alpha Advisors, LLC59,982$190.1K0.15%+13,162+28.1%Added
Susquehanna International Group, LLP96,230$305.0K0.00%+25,934+36.9%Added
Geode Capital Management, LLC140,174$444.5K0.00%−689−0.5%Reduced
BlackRock, Inc.186,443$591.0K0.00%+880.0%Added
Vanguard Group Inc615,604$1.95M0.00%00.0%Unchanged
Integrity Wealth Advisors, Inc.795,039$2.52M1.85%+795,039New
AWM Investment Company, Inc.0$00.00%−911,173−100.0%Sold out
Oak Family Advisors, LLC0$00.00%−51,417−100.0%Sold out
LPL Financial LLC0$00.00%−49,395−100.0%Sold out
Citadel Advisors LLC0$00.00%−26,089−100.0%Sold out
Calton & Associates, Inc.0$00.00%−19,000−100.0%Sold out
Inspire Advisors, LLC0$00.00%−13,460−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−11,118−100.0%Sold out
Shufro Rose & Co LLC0$00.00%−10,000−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−5,000−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−1,000−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−739−100.0%Sold out
National Bank of Canada0$00.00%−150−100.0%Sold out
Bogart Wealth, LLC0$00.00%−40−100.0%Sold out