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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 56 | $0 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $1 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $3 | 0.00% | +2 | New |
| 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 | $51 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 39 | $58 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 388 | $571 | 0.00% | +388 | New |
| Bokf, NA | 500 | $735 | 0.00% | +500 | New |
| Wells Fargo & Company | 625 | $919 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 753 | $1.03K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $1.47K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,000 | $1.48K | 0.00% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 1,311 | $1.93K | 0.00% | −910−41.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,000 | $2.94K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,816 | $3.86K | 0.00% | +200+7.6% | Added |
| Vanguard Global Advisers, LLC | 3,226 | $4.74K | 0.00% | +3,226 | New |
| JNBA Financial Advisors | 4,000 | $5.88K | 0.00% | +4,000 | New |
| Smartleaf Asset Management LLC | 5,000 | $6.85K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 12,251 | $18.0K | 0.00% | −50.0% | Reduced |
| Engineers Gate Manager LP | 12,447 | $18.3K | 0.00% | +1,916+18.2% | Added |
| Two Sigma Securities, LLC | 12,512 | $18.4K | 0.00% | +12,512 | New |
| Simplex Trading, LLC | 13,754 | $20.2K | 0.00% | +13,754 | New |
| Group One Trading, L.P. | 13,768 | $20.2K | 0.00% | +4,445+47.7% | Added |
| Shufro Rose & Co LLC | 15,000 | $22.1K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 16,988 | $25.0K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 17,668 | $26.0K | 0.00% | −3,780−17.6% | Reduced |
| R Squared Ltd | 17,949 | $26.4K | 0.01% | +17,949 | New |
| Advisor Group Holdings, Inc. | 21,900 | $32.2K | 0.00% | −314−1.4% | Reduced |
| UBS Group AG | 27,862 | $41.0K | 0.00% | +12,862+85.7% | Added |
| Lido Advisors, LLC | 29,345 | $43.1K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 33,307 | $49.0K | 0.00% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 39,425 | $58.0K | 0.06% | −7,949−16.8% | Reduced |
| Virtue Capital Management, LLC | 50,000 | $68.5K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 58,228 | $85.6K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 84,600 | $124.4K | 0.00% | −39,400−31.8% | Reduced |
| Vanguard Fiduciary Trust Co | 92,014 | $135.3K | 0.00% | +92,014 | New |
| Susquehanna International Group, LLP | 98,414 | $144.7K | 0.00% | −10,908−10.0% | Reduced |
| BlackRock, Inc. | 150,301 | $220.9K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 232,026 | $341.1K | 0.00% | +63,326+37.5% | Added |
| Vanguard Capital Management LLC | 660,087 | $970.3K | 0.00% | +660,087 | New |
| Integrity Wealth Advisors, Inc. | 837,388 | $1.23M | 0.74% | +94,643+12.7% | Added |
| T3 Companies, LLC | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −40,514−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −40,026−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −30,342−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,491−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,228−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −6,989−100.0% | Sold out |
| Innovative Advisory Group, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Commonwealth Retirement Investments LLC | 0 | $0 | 0.00% | −1,872−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |