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, Q2 2026
Institutional positions in Beam Global as of Jun 30, 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
- 48
- +7 vs. Q1 2026
- Shares held
- 2.19M
- +454.3K (+26.2%) vs. Q1 2026
- Total value
- $2.84M
- +$301.1K (+11.8%) vs. Q1 2026
- New holders
- 12
- 11 more added
- Sold out
- 5
- 9 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Beam Global; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 56 | $0 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 9 | $12 | 0.00% | +7+350.0% | Added |
| BNP Paribas Arbitrage, SA | 11 | $14 | 0.00% | −4−26.7% | Reduced |
| GWM Advisors LLC | 16 | $21 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 35 | $46 | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 80 | $104 | 0.00% | +80 | New |
| Rockefeller Capital Management L.P. | 100 | $130 | 0.00% | +100 | New |
| FMR LLC | 109 | $142 | 0.00% | +109 | New |
| Armstrong Advisory Group, Inc | 140 | $182 | 0.00% | +140 | New |
| IFG Advisory, LLC | 400 | $520 | 0.00% | +400 | New |
| Harbour Investments, Inc. | 454 | $590 | 0.00% | +66+17.0% | Added |
| Bokf, NA | 500 | $650 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 625 | $813 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 753 | $927 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $1.30K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1,872 | $2.43K | 0.00% | +1,872 | New |
| Newbridge Financial Services Group, Inc. | 2,000 | $2.60K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,816 | $3.44K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,060 | $3.98K | 0.00% | +1,749+133.4% | Added |
| JNBA Financial Advisors | 4,000 | $5.20K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,000 | $6.15K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 6,439 | $7.79K | 0.00% | +6,439 | New |
| Virtu Financial LLC | 10,219 | $13.0K | 0.00% | +10,219 | New |
| Morgan Stanley | 11,252 | $14.6K | 0.00% | −999−8.2% | Reduced |
| PFG Investments, LLC | 12,363 | $16.1K | 0.00% | −5,305−30.0% | Reduced |
| Group One Trading, L.P. | 13,652 | $17.7K | 0.00% | −116−0.8% | Reduced |
| HRT Financial LP | 13,984 | $18.0K | 0.00% | +13,984 | New |
| Shufro Rose & Co LLC | 15,000 | $19.5K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 17,131 | $22.3K | 0.01% | −818−4.6% | Reduced |
| Price T Rowe Associates Inc | 16,988 | $23.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 18,617 | $24.2K | 0.00% | +6,170+49.6% | Added |
| Advisor Group Holdings, Inc. | 22,125 | $28.8K | 0.00% | +225+1.0% | Added |
| Simplex Trading, LLC | 25,371 | $33.0K | 0.00% | +11,617+84.5% | Added |
| Lido Advisors, LLC | 29,345 | $38.1K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 39,908 | $51.9K | 0.00% | +6,601+19.8% | Added |
| Green Alpha Advisors, LLC | 40,505 | $52.7K | 0.04% | +1,080+2.7% | Added |
| XTX Topco Ltd | 46,436 | $60.4K | 0.00% | +46,436 | New |
| Virtue Capital Management, LLC | 50,000 | $65.0K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 55,700 | $72.4K | 0.00% | −28,900−34.2% | Reduced |
| State Street Corp | 58,228 | $75.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 60,174 | $78.2K | 0.00% | −38,240−38.9% | Reduced |
| Citadel Advisors LLC | 63,966 | $83.2K | 0.00% | +63,966 | New |
| Jane Street Group, LLC | 121,118 | $157.5K | 0.00% | +121,118 | New |
| Vanguard Fiduciary Trust Co | 136,228 | $177.1K | 0.00% | +44,214+48.1% | Added |
| Geode Capital Management, LLC | 191,280 | $248.7K | 0.00% | −40,746−17.6% | Reduced |
| UBS Group AG | 207,105 | $269.2K | 0.00% | +179,243+643.3% | Added |
| BlackRock, Inc. | 221,390 | $287.8K | 0.00% | +71,089+47.3% | Added |
| Vanguard Capital Management LLC | 659,356 | $857.2K | 0.00% | −731−0.1% | Reduced |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,512−100.0% | Sold out |
| Vanguard Global Advisers, LLC | 0 | $0 | 0.00% | −3,226−100.0% | Sold out |
| Rossby Financial, LCC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Integrity Wealth Advisors, Inc. | – | – | – | – | Not filed |