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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, Q1 2026

Institutional positions in Beam Global as of Mar 31, 2026. 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
42
+2 vs. Q4 2025
Shares held
2.57M
+656.0K (+34.3%) vs. Q4 2025
Total value
$3.77M
+$854.0K (+29.3%) vs. Q4 2025
New holders
12
6 more added
Sold out
10
7 more reduced

1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 42 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 heldQ1 2026: $3.77M
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, Q1 2026

Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q4 2025.

Institutions holding BEEM in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Integrity Wealth Advisors, Inc.837,388$1.23M0.74%+94,643+12.7%Added
Vanguard Capital Management LLC660,087$970.3K0.00%+660,087New
Geode Capital Management, LLC232,026$341.1K0.00%+63,326+37.5%Added
BlackRock, Inc.150,301$220.9K0.00%00.0%Unchanged
Susquehanna International Group, LLP98,414$144.7K0.00%−10,908−10.0%Reduced
Vanguard Fiduciary Trust Co92,014$135.3K0.00%+92,014New
Renaissance Technologies LLC84,600$124.4K0.00%−39,400−31.8%Reduced
State Street Corp58,228$85.6K0.00%00.0%Unchanged
Virtue Capital Management, LLC50,000$68.5K0.01%00.0%Unchanged
Green Alpha Advisors, LLC39,425$58.0K0.06%−7,949−16.8%Reduced
Northern Trust Corp33,307$49.0K0.00%00.0%Unchanged
Lido Advisors, LLC29,345$43.1K0.00%00.0%Unchanged
UBS Group AG27,862$41.0K0.00%+12,862+85.7%Added
Advisor Group Holdings, Inc.21,900$32.2K0.00%−314−1.4%Reduced
R Squared Ltd17,949$26.4K0.01%+17,949New
PFG Investments, LLC17,668$26.0K0.00%−3,780−17.6%Reduced
Price T Rowe Associates Inc16,988$25.0K0.00%00.0%Unchanged
Shufro Rose & Co LLC15,000$22.1K0.00%00.0%Unchanged
Group One Trading, L.P.13,768$20.2K0.00%+4,445+47.7%Added
Simplex Trading, LLC13,754$20.2K0.00%+13,754New
Two Sigma Securities, LLC12,512$18.4K0.00%+12,512New
Engineers Gate Manager LP12,447$18.3K0.00%+1,916+18.2%Added
Morgan Stanley12,251$18.0K0.00%−50.0%Reduced
Smartleaf Asset Management LLC5,000$6.85K0.00%00.0%Unchanged
JNBA Financial Advisors4,000$5.88K0.00%+4,000New
Vanguard Global Advisers, LLC3,226$4.74K0.00%+3,226New
Jones Financial Companies LLLP2,816$3.86K0.00%+200+7.6%Added
Newbridge Financial Services Group, Inc.2,000$2.94K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,311$1.93K0.00%−910−41.0%Reduced
Rossby Financial, LCC1,000$1.48K0.00%+1,000New
Center for Financial Planning, Inc.1,000$1.47K0.00%00.0%Unchanged
JPMorgan Chase & Co753$1.03K0.00%00.0%Unchanged
Wells Fargo & Company625$9190.00%00.0%Unchanged
Bokf, NA500$7350.00%+500New
Harbour Investments, Inc.388$5710.00%+388New
MAI Capital Management39$580.00%00.0%Unchanged
SBI Securities Co., Ltd.35$510.00%00.0%Unchanged
GWM Advisors LLC16$240.00%00.0%Unchanged
BNP Paribas Arbitrage, SA15$220.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd2$30.00%+2New
Citigroup Inc1$10.00%+1New
Royal Bank of Canada56$00.00%00.0%Unchanged
T3 Companies, LLC0$00.00%−110,000−100.0%Sold out
Quadrature Capital Ltd0$00.00%−40,514−100.0%Sold out
Citadel Advisors LLC0$00.00%−40,026−100.0%Sold out
Two Sigma Investments, LP0$00.00%−30,342−100.0%Sold out
XTX Topco Ltd0$00.00%−17,491−100.0%Sold out
Jane Street Group, LLC0$00.00%−12,228−100.0%Sold out
Bank of America Corp0$00.00%−6,989−100.0%Sold out
Innovative Advisory Group, LLC0$00.00%−4,000−100.0%Sold out
Commonwealth Retirement Investments LLC0$00.00%−1,872−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−96−100.0%Sold out
Vanguard Group Inc––––Not filed