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 |
|---|---|---|---|---|---|
| CWM, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 5 | $10 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 11 | $22 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 16 | $33 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $53 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 39 | $80 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 64 | $131 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $143 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 88 | $177 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 186 | $379 | 0.00% | +130+232.1% | Added |
| Aventura Private Wealth, LLC | 200 | $408 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 228 | $465 | 0.00% | +228 | New |
| Principal Securities, Inc. | 165 | $523 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 857 | $1.00K | 0.00% | −11,598−93.1% | Reduced |
| Bokf, NA | 500 | $1.02K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 600 | $1.22K | 0.00% | +600 | New |
| Wells Fargo & Company | 625 | $1.27K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 753 | $1.54K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $2.04K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,034 | $4.15K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,170 | $6.00K | 0.00% | −262−7.6% | Reduced |
| Citigroup Inc | 3,994 | $8.15K | 0.00% | +3,994 | New |
| 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 |
| Bank of America Corp | 7,195 | $14.7K | 0.00% | −3,477−32.6% | Reduced |
| Advisor Group Holdings, Inc. | 8,003 | $16.3K | 0.00% | +2,806+54.0% | Added |
| UBS Group AG | 8,673 | $17.7K | 0.00% | +6,003+224.8% | Added |
| Dimensional Fund Advisors LP | 12,376 | $25.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 13,811 | $28.2K | 0.00% | +218+1.6% | Added |
| Shufro Rose & Co LLC | 15,000 | $30.6K | 0.00% | +15,000 | New |
| Price T Rowe Associates Inc | 19,600 | $40.0K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 19,878 | $40.6K | 0.00% | −4,373−18.0% | Reduced |
| Susquehanna International Group, LLP | 24,114 | $49.2K | 0.00% | −72,116−74.9% | Reduced |
| Green Alpha Advisors, LLC | 24,658 | $50.3K | 0.05% | −35,324−58.9% | Reduced |
| Citadel Advisors LLC | 24,823 | $50.6K | 0.00% | +24,823 | New |
| Lido Advisors, LLC | 29,345 | $59.9K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 41,455 | $84.6K | 0.03% | −1,950−4.5% | Reduced |
| Northern Trust Corp | 46,063 | $94.0K | 0.00% | −8,660−15.8% | Reduced |
| Virtue Capital Management, LLC | 50,000 | $101.0K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 49,528 | $101.0K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 146,731 | $299.4K | 0.00% | +6,557+4.7% | Added |
| BlackRock, Inc. | 185,759 | $378.9K | 0.00% | −684−0.4% | Reduced |
| Vanguard Group Inc | 614,352 | $1.25M | 0.00% | −1,252−0.2% | Reduced |
| Integrity Wealth Advisors, Inc. | 693,690 | $1.42M | 1.04% | −101,349−12.7% | Reduced |
| 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 |