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, Q3 2025
Institutional positions in Beam Global as of Sep 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
- 45
- +5 vs. Q2 2025
- Shares held
- 2.78M
- +720.6K (+34.9%) vs. Q2 2025
- Total value
- $7.19M
- +$4.17M (+138.3%) vs. Q2 2025
- New holders
- 8
- 9 more added
- Sold out
- 3
- 8 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 50 | $0 | 0.00% | −68−57.6% | Reduced |
| BNP Paribas Arbitrage, SA | 15 | $43 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 16 | $46 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 39 | $113 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $288 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 112 | $323 | 0.00% | −267−70.4% | Reduced |
| Principal Securities, Inc. | 165 | $475 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 200 | $576 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 205 | $591 | 0.00% | +205 | New |
| UBS Group AG | 327 | $942 | 0.00% | −93,892−99.7% | Reduced |
| Bokf, NA | 500 | $1.44K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 600 | $1.73K | 0.00% | +600 | New |
| Wells Fargo & Company | 625 | $1.80K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 753 | $2.17K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 800 | $2.30K | 0.00% | +800 | New |
| Center for Financial Planning, Inc. | 1,000 | $2.88K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,129 | $3.25K | 0.00% | +1,129 | New |
| Newbridge Financial Services Group, Inc. | 2,000 | $5.76K | 0.00% | −34−1.7% | Reduced |
| Jones Financial Companies LLLP | 2,616 | $6.72K | 0.00% | +1,200+84.7% | Added |
| Royal Bank of Canada | 3,170 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,126 | $9.00K | 0.00% | +236+8.2% | Added |
| JNBA Financial Advisors | 4,000 | $11.5K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 4,000 | $11.5K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 6,990 | $20.1K | 0.00% | −235−3.3% | Reduced |
| Simplex Trading, LLC | 8,737 | $25.0K | 0.00% | +6,909+378.0% | Added |
| Shufro Rose & Co LLC | 15,000 | $30.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,464 | $36.9K | 0.00% | +50+0.4% | Added |
| Morgan Stanley | 13,321 | $38.4K | 0.00% | −490−3.5% | Reduced |
| XTX Topco Ltd | 15,532 | $44.7K | 0.00% | +15,532 | New |
| Price T Rowe Associates Inc | 19,288 | $56.0K | 0.00% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 19,471 | $56.1K | 0.05% | −2,318−10.6% | Reduced |
| PFG Investments, LLC | 19,578 | $56.4K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 26,367 | $67.5K | 0.00% | +26,367 | New |
| Lido Advisors, LLC | 29,345 | $84.5K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 33,307 | $95.9K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 33,700 | $97.1K | 0.00% | +16,100+91.5% | Added |
| Two Sigma Investments, LP | 35,460 | $102.1K | 0.00% | +35,460 | New |
| State Street Corp | 49,528 | $142.6K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 57,566 | $165.8K | 0.00% | +57,566 | New |
| Susquehanna International Group, LLP | 98,026 | $282.3K | 0.00% | +74,212+311.6% | Added |
| BlackRock, Inc. | 150,301 | $432.9K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 165,921 | $478.0K | 0.00% | +19,570+13.4% | Added |
| Vanguard Group Inc | 660,619 | $1.90M | 0.00% | +53,640+8.8% | Added |
| Integrity Wealth Advisors, Inc. | 1,282,877 | $2.90M | 1.04% | +565,398+78.8% | Added |
| Virtue Capital Management, LLC | 3,473 | – | – | −46,527−93.1% | Reduced |
| Baader Bank INC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −161−100.0% | Sold out |