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 2025
Institutional positions in Beam Global as of Jun 30, 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
- 40
- −4 vs. Q1 2025
- Shares held
- 2.06M
- +5.11K (+0.2%) vs. Q1 2025
- Total value
- $3.02M
- −$1.18M (−28.2%) vs. Q1 2025
- New holders
- 4
- 10 more added
- Sold out
- 8
- 8 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integrity Wealth Advisors, Inc. | 717,479 | $1.05M | 0.73% | +23,789+3.4% | Added |
| Vanguard Group Inc | 606,979 | $886.2K | 0.00% | −7,373−1.2% | Reduced |
| BlackRock, Inc. | 150,301 | $219.4K | 0.00% | −35,458−19.1% | Reduced |
| Geode Capital Management, LLC | 146,351 | $213.7K | 0.00% | −380−0.3% | Reduced |
| UBS Group AG | 94,219 | $137.6K | 0.00% | +85,546+986.3% | Added |
| Virtue Capital Management, LLC | 50,000 | $73.0K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 49,528 | $72.3K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 33,307 | $48.6K | 0.00% | −12,756−27.7% | Reduced |
| Lido Advisors, LLC | 29,345 | $42.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 23,814 | $34.8K | 0.00% | −300−1.2% | Reduced |
| Green Alpha Advisors, LLC | 21,789 | $31.8K | 0.03% | −2,869−11.6% | Reduced |
| Shufro Rose & Co LLC | 15,000 | $30.6K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 19,288 | $29.0K | 0.00% | −312−1.6% | Reduced |
| PFG Investments, LLC | 19,578 | $28.6K | 0.00% | −300−1.5% | Reduced |
| Renaissance Technologies LLC | 17,600 | $25.7K | 0.00% | +17,600 | New |
| Morgan Stanley | 13,811 | $20.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,414 | $19.6K | 0.00% | +5,411+67.6% | Added |
| Bank of America Corp | 7,225 | $10.5K | 0.00% | +30+0.4% | Added |
| Baader Bank INC | 10,200 | $9.20K | 0.00% | +10,200 | New |
| JNBA Financial Advisors | 4,000 | $5.84K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 4,000 | $5.84K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,170 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,890 | $4.22K | 0.00% | +2,662+1,167.5% | Added |
| Newbridge Financial Services Group, Inc. | 2,034 | $2.97K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,416 | $2.22K | 0.00% | +1,328+1,509.1% | Added |
| Simplex Trading, LLC | 1,828 | $2.00K | 0.00% | +971+113.3% | Added |
| Center for Financial Planning, Inc. | 1,000 | $1.46K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 753 | $1.10K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 625 | $913 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 500 | $730 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $634 | 0.00% | +200 | New |
| SBI Securities Co., Ltd. | 379 | $553 | 0.00% | +193+103.8% | Added |
| Aventura Private Wealth, LLC | 200 | $292 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 165 | $241 | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 161 | $235 | 0.00% | +161 | New |
| Allworth Financial LP | 100 | $146 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 39 | $57 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 16 | $23 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 15 | $22 | 0.00% | +4+36.4% | Added |
| CWM, LLC | 118 | $0 | 0.00% | +100+555.6% | Added |
| Bard Associates Inc | 0 | $0 | 0.00% | −41,455−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −24,823−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −12,376−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −3,994−100.0% | Sold out |
| Evelyn Partners Investment Management LLP | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −5−100.0% | Sold out |