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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 56 | $0 | 0.00% | −3,114−98.2% | Reduced |
| BNP Paribas Arbitrage, SA | 15 | $22 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 16 | $24 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 35 | $53 | 0.00% | −77−68.8% | Reduced |
| MAI Capital Management | 39 | $59 | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 96 | $144 | 0.00% | +96 | New |
| Wells Fargo & Company | 625 | $938 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 753 | $1.13K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $1.50K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1,872 | $2.81K | 0.00% | +1,872 | New |
| Newbridge Financial Services Group, Inc. | 2,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,221 | $3.33K | 0.00% | −905−29.0% | Reduced |
| Jones Financial Companies LLLP | 2,616 | $3.92K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 4,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,000 | $7.60K | 0.00% | +5,000 | New |
| Bank of America Corp | 6,989 | $10.5K | 0.00% | −10.0% | Reduced |
| Group One Trading, L.P. | 9,323 | $14.0K | 0.00% | +8,194+725.8% | Added |
| Engineers Gate Manager LP | 10,531 | $15.8K | 0.00% | +10,531 | New |
| Jane Street Group, LLC | 12,228 | $18.3K | 0.00% | −45,338−78.8% | Reduced |
| Morgan Stanley | 12,256 | $18.4K | 0.00% | −1,065−8.0% | Reduced |
| Shufro Rose & Co LLC | 15,000 | $22.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 15,000 | $22.5K | 0.00% | +14,673+4,487.2% | Added |
| Price T Rowe Associates Inc | 16,988 | $26.0K | 0.00% | −2,300−11.9% | Reduced |
| XTX Topco Ltd | 17,491 | $26.2K | 0.00% | +1,959+12.6% | Added |
| PFG Investments, LLC | 21,448 | $32.2K | 0.00% | +1,870+9.6% | Added |
| Advisor Group Holdings, Inc. | 22,214 | $33.3K | 0.00% | +8,750+65.0% | Added |
| Two Sigma Investments, LP | 30,342 | $45.5K | 0.00% | −5,118−14.4% | Reduced |
| Northern Trust Corp | 33,307 | $50.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 40,026 | $60.0K | 0.00% | +40,026 | New |
| Quadrature Capital Ltd | 40,514 | $60.8K | 0.00% | +40,514 | New |
| Green Alpha Advisors, LLC | 47,374 | $71.1K | 0.07% | +27,903+143.3% | Added |
| Virtue Capital Management, LLC | 50,000 | $81.0K | 0.01% | +46,527+1,339.7% | Added |
| Lido Advisors, LLC | 29,345 | $84.5K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 58,228 | $87.3K | 0.00% | +8,700+17.6% | Added |
| Susquehanna International Group, LLP | 109,322 | $164.0K | 0.00% | +11,296+11.5% | Added |
| T3 Companies, LLC | 110,000 | $165.0K | 0.21% | +110,000 | New |
| Renaissance Technologies LLC | 124,000 | $186.0K | 0.00% | +90,300+268.0% | Added |
| BlackRock, Inc. | 150,301 | $225.5K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 168,700 | $253.1K | 0.00% | +2,779+1.7% | Added |
| Vanguard Group Inc | 704,856 | $1.06M | 0.00% | +44,237+6.7% | Added |
| Integrity Wealth Advisors, Inc. | 742,745 | $1.11M | 0.78% | −540,132−42.1% | Reduced |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −8,737−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Aventura Private Wealth, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Wolverine Trading, LLC | – | – | – | – | Not filed |