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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, Q4 2025

Institutional positions in Beam Global as of Dec 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
41
−3 vs. Q3 2025
Shares held
2.62M
−138.2K (−5.0%) vs. Q3 2025
Total value
$3.98M
−$3.14M (−44.2%) vs. Q3 2025
New holders
7
12 more added
Sold out
10
9 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 41 institutions
Q1 2021: 63 institutionsQ2 2021: 74 institutionsQ3 2021: 77 institutionsQ4 2021: 78 institutionsQ1 2022: 70 institutionsQ2 2022: 70 institutionsQ3 2022: 63 institutionsQ4 2022: 68 institutionsQ1 2023: 65 institutionsQ2 2023: 74 institutionsQ3 2023: 66 institutionsQ4 2023: 66 institutionsQ1 2024: 54 institutionsQ2 2024: 56 institutionsQ3 2024: 50 institutionsQ4 2024: 48 institutionsQ1 2025: 44 institutionsQ2 2025: 40 institutionsQ3 2025: 45 institutionsQ4 2025: 41 institutionsQ1 2026: 42 institutionsQ2 2026: 48 institutions
Value heldQ4 2025: $3.98M
Q1 2021: $146.9MQ2 2021: $158.3MQ3 2021: $112.6MQ4 2021: $75.5MQ1 2022: $70.6MQ2 2022: $38.3MQ3 2022: $25.6MQ4 2022: $37.1MQ1 2023: $34.8MQ2 2023: $29.9MQ3 2023: $22.6MQ4 2023: $20.4MQ1 2024: $18.4MQ2 2024: $11.9MQ3 2024: $12.5MQ4 2024: $7.49MQ1 2025: $4.20MQ2 2025: $3.02MQ3 2025: $7.19MQ4 2025: $3.98MQ1 2026: $3.77MQ2 2026: $2.84M
Institutions holding BEEM and their total value by quarter
QuarterHoldersValue
Q2 202648$2.84M
Q1 202642$3.77M
Q4 202541$3.98M
Q3 202545$7.19M
Q2 202540$3.02M
Q1 202544$4.20M
Q4 202448$7.49M
Q3 202450$12.5M
Q2 202456$11.9M
Q1 202454$18.4M
Q4 202366$20.4M
Q3 202366$22.6M
Q2 202374$29.9M
Q1 202365$34.8M
Q4 202268$37.1M
Q3 202263$25.6M
Q2 202270$38.3M
Q1 202270$70.6M
Q4 202178$75.5M
Q3 202177$112.6M
Q2 202174$158.3M
Q1 202163$146.9M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q3 2025.

Institutions holding BEEM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Integrity Wealth Advisors, Inc.742,745$1.11M0.78%−540,132−42.1%Reduced
Vanguard Group Inc704,856$1.06M0.00%+44,237+6.7%Added
Geode Capital Management, LLC168,700$253.1K0.00%+2,779+1.7%Added
BlackRock, Inc.150,301$225.5K0.00%00.0%Unchanged
Renaissance Technologies LLC124,000$186.0K0.00%+90,300+268.0%Added
T3 Companies, LLC110,000$165.0K0.21%+110,000New
Susquehanna International Group, LLP109,322$164.0K0.00%+11,296+11.5%Added
State Street Corp58,228$87.3K0.00%+8,700+17.6%Added
Lido Advisors, LLC29,345$84.5K0.00%00.0%Unchanged
Virtue Capital Management, LLC50,000$81.0K0.01%+46,527+1,339.7%Added
Green Alpha Advisors, LLC47,374$71.1K0.07%+27,903+143.3%Added
Quadrature Capital Ltd40,514$60.8K0.00%+40,514New
Citadel Advisors LLC40,026$60.0K0.00%+40,026New
Northern Trust Corp33,307$50.0K0.00%00.0%Unchanged
Two Sigma Investments, LP30,342$45.5K0.00%−5,118−14.4%Reduced
Advisor Group Holdings, Inc.22,214$33.3K0.00%+8,750+65.0%Added
PFG Investments, LLC21,448$32.2K0.00%+1,870+9.6%Added
XTX Topco Ltd17,491$26.2K0.00%+1,959+12.6%Added
Price T Rowe Associates Inc16,988$26.0K0.00%−2,300−11.9%Reduced
Shufro Rose & Co LLC15,000$22.5K0.00%00.0%Unchanged
UBS Group AG15,000$22.5K0.00%+14,673+4,487.2%Added
Morgan Stanley12,256$18.4K0.00%−1,065−8.0%Reduced
Jane Street Group, LLC12,228$18.3K0.00%−45,338−78.8%Reduced
Engineers Gate Manager LP10,531$15.8K0.00%+10,531New
Group One Trading, L.P.9,323$14.0K0.00%+8,194+725.8%Added
Bank of America Corp6,989$10.5K0.00%−10.0%Reduced
Smartleaf Asset Management LLC5,000$7.60K0.00%+5,000New
Innovative Advisory Group, LLC4,000$6.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP2,616$3.92K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,221$3.33K0.00%−905−29.0%Reduced
Newbridge Financial Services Group, Inc.2,000$3.00K0.00%00.0%Unchanged
Commonwealth Retirement Investments LLC1,872$2.81K0.00%+1,872New
Center for Financial Planning, Inc.1,000$1.50K0.00%00.0%Unchanged
JPMorgan Chase & Co753$1.13K0.00%00.0%Unchanged
Wells Fargo & Company625$9380.00%00.0%Unchanged
SageView Advisory Group, LLC96$1440.00%+96New
MAI Capital Management39$590.00%00.0%Unchanged
SBI Securities Co., Ltd.35$530.00%−77−68.8%Reduced
GWM Advisors LLC16$240.00%00.0%Unchanged
BNP Paribas Arbitrage, SA15$220.00%00.0%Unchanged
Royal Bank of Canada56$00.00%−3,114−98.2%Reduced
Simplex Trading, LLC0$00.00%−8,737−100.0%Sold out
JNBA Financial Advisors0$00.00%−4,000−100.0%Sold out
FMR LLC0$00.00%−800−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−600−100.0%Sold out
Bokf, NA0$00.00%−500−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−205−100.0%Sold out
Aventura Private Wealth, LLC0$00.00%−200−100.0%Sold out
Principal Securities, Inc.0$00.00%−165−100.0%Sold out
Allworth Financial LP0$00.00%−100−100.0%Sold out
CWM, LLC0$00.00%−50−100.0%Sold out
Wolverine Trading, LLC––––Not filed