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 |
|---|---|---|---|---|---|
| CWM, LLC | 118 | $0 | 0.00% | +100+555.6% | Added |
| BNP Paribas Arbitrage, SA | 15 | $22 | 0.00% | +4+36.4% | Added |
| GWM Advisors LLC | 16 | $23 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 39 | $57 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $146 | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 161 | $235 | 0.00% | +161 | New |
| Principal Securities, Inc. | 165 | $241 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 200 | $292 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 379 | $553 | 0.00% | +193+103.8% | Added |
| Sunbelt Securities, Inc. | 200 | $634 | 0.00% | +200 | New |
| Bokf, NA | 500 | $730 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 625 | $913 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 753 | $1.10K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $1.46K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,828 | $2.00K | 0.00% | +971+113.3% | Added |
| Jones Financial Companies LLLP | 1,416 | $2.22K | 0.00% | +1,328+1,509.1% | Added |
| Newbridge Financial Services Group, Inc. | 2,034 | $2.97K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,890 | $4.22K | 0.00% | +2,662+1,167.5% | Added |
| Royal Bank of Canada | 3,170 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Baader Bank INC | 10,200 | $9.20K | 0.00% | +10,200 | New |
| Bank of America Corp | 7,225 | $10.5K | 0.00% | +30+0.4% | Added |
| Advisor Group Holdings, Inc. | 13,414 | $19.6K | 0.00% | +5,411+67.6% | Added |
| Morgan Stanley | 13,811 | $20.2K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 17,600 | $25.7K | 0.00% | +17,600 | New |
| PFG Investments, LLC | 19,578 | $28.6K | 0.00% | −300−1.5% | Reduced |
| Price T Rowe Associates Inc | 19,288 | $29.0K | 0.00% | −312−1.6% | Reduced |
| Shufro Rose & Co LLC | 15,000 | $30.6K | 0.00% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 21,789 | $31.8K | 0.03% | −2,869−11.6% | Reduced |
| Susquehanna International Group, LLP | 23,814 | $34.8K | 0.00% | −300−1.2% | Reduced |
| Lido Advisors, LLC | 29,345 | $42.8K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 33,307 | $48.6K | 0.00% | −12,756−27.7% | Reduced |
| State Street Corp | 49,528 | $72.3K | 0.00% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 50,000 | $73.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 94,219 | $137.6K | 0.00% | +85,546+986.3% | Added |
| Geode Capital Management, LLC | 146,351 | $213.7K | 0.00% | −380−0.3% | Reduced |
| BlackRock, Inc. | 150,301 | $219.4K | 0.00% | −35,458−19.1% | Reduced |
| Vanguard Group Inc | 606,979 | $886.2K | 0.00% | −7,373−1.2% | Reduced |
| Integrity Wealth Advisors, Inc. | 717,479 | $1.05M | 0.73% | +23,789+3.4% | 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 |