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 2025
Institutional positions in Beam Global as of Mar 31, 2025. 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
- 44
- −4 vs. Q4 2024
- Shares held
- 2.06M
- −305.5K (−12.9%) vs. Q4 2024
- Total value
- $4.20M
- −$3.29M (−44.0%) vs. Q4 2024
- New holders
- 5
- 5 more added
- Sold out
- 9
- 11 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integrity Wealth Advisors, Inc. | 693,690 | $1.42M | 1.04% | −101,349−12.7% | Reduced |
| Vanguard Group Inc | 614,352 | $1.25M | 0.00% | −1,252−0.2% | Reduced |
| BlackRock, Inc. | 185,759 | $378.9K | 0.00% | −684−0.4% | Reduced |
| Geode Capital Management, LLC | 146,731 | $299.4K | 0.00% | +6,557+4.7% | Added |
| State Street Corp | 49,528 | $101.0K | 0.00% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 50,000 | $101.0K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 46,063 | $94.0K | 0.00% | −8,660−15.8% | Reduced |
| Bard Associates Inc | 41,455 | $84.6K | 0.03% | −1,950−4.5% | Reduced |
| Lido Advisors, LLC | 29,345 | $59.9K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 24,823 | $50.6K | 0.00% | +24,823 | New |
| Green Alpha Advisors, LLC | 24,658 | $50.3K | 0.05% | −35,324−58.9% | Reduced |
| Susquehanna International Group, LLP | 24,114 | $49.2K | 0.00% | −72,116−74.9% | Reduced |
| PFG Investments, LLC | 19,878 | $40.6K | 0.00% | −4,373−18.0% | Reduced |
| Price T Rowe Associates Inc | 19,600 | $40.0K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 15,000 | $30.6K | 0.00% | +15,000 | New |
| Morgan Stanley | 13,811 | $28.2K | 0.00% | +218+1.6% | Added |
| Dimensional Fund Advisors LP | 12,376 | $25.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 8,673 | $17.7K | 0.00% | +6,003+224.8% | Added |
| Advisor Group Holdings, Inc. | 8,003 | $16.3K | 0.00% | +2,806+54.0% | Added |
| Bank of America Corp | 7,195 | $14.7K | 0.00% | −3,477−32.6% | Reduced |
| JNBA Financial Advisors | 4,000 | $8.16K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 4,000 | $8.16K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 3,994 | $8.15K | 0.00% | +3,994 | New |
| Royal Bank of Canada | 3,170 | $6.00K | 0.00% | −262−7.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,034 | $4.15K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $2.04K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 753 | $1.54K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 625 | $1.27K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 600 | $1.22K | 0.00% | +600 | New |
| Bokf, NA | 500 | $1.02K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 857 | $1.00K | 0.00% | −11,598−93.1% | Reduced |
| Principal Securities, Inc. | 165 | $523 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 228 | $465 | 0.00% | +228 | New |
| Aventura Private Wealth, LLC | 200 | $408 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 186 | $379 | 0.00% | +130+232.1% | Added |
| Jones Financial Companies LLLP | 88 | $177 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $143 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 64 | $131 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 39 | $80 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $53 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 16 | $33 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 11 | $22 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 5 | $10 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 0 | $0 | 0.00% | −41,880−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −35,380−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −26,667−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −16,585−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| City State Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Measured Risk Portfolios, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |