Beam GlobalBEEM

13F holders, Q1 2024 (March 31)
54holders
2famous investors
$6.80avg. 13F price*

At the end of Q1 2024, 54 institutions reported holding Beam Global (BEEM) in their 13F filings. The largest holders were AWM Investment Company, Inc. ($6.7M), Vanguard Group Inc. ($4.2M) and BlackRock Inc. ($1.2M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Beam Global
CUSIP
07373B109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 54Q1 2024Q2 2024: 56Q2 2024Q3 2024: 50Q3 2024Q4 2024: 48Q4 2024Q1 2025: 44Q1 2025Q2 2025: 40Q2 2025Q3 2025: 45Q3 2025Q4 2025: 41Q4 2025Q1 2026: 42Q1 2026Q2 2026: 48Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions5$360K
Exits15$2.5M

Ownership 54 holders

AWM Investment Company, Inc. 0.88% Add +8.4% 983,535 $6.7M
Vanguard Group Inc. 0.00% Add +21.0% 618,676 $4.2M
BlackRock Inc. 0.00% Reduce -2.1% 182,356 $1.2M
Geode Capital Management, LLC 0.00% Reduce -1.4% 140,404 $955K
Deutsche Bank AG 0.00% No change 70,086 $477K
Bard Associates Inc. 0.15% Reduce -3.2% 60,230 $410K
LPL Financial LLC 0.00% Reduce -9.2% 58,654 $399K
Millennium Management 0.00% Add +12.9% 52,784 $359K
Oak Family Advisors, LLC 0.12% Add +26.7% 47,107 $320K
State Street Corp. 0.00% Reduce -3.2% 45,328 $308K
Citadel Advisors 0.00% Add +12.9% 42,135 $287K
Green Alpha Advisors, LLC 0.21% Reduce -1.2% 42,079 $286K
Tidal Investments LLC 0.00% New 41,772 $284K
Northern Trust Corp. 0.00% Reduce -4.7% 38,350 $261K
Lido Advisors, LLC 0.00% Reduce -0.3% 33,178 $226K
Bank of America Corp. 0.00% Add +14.7% 27,661 $188K
King Luther Capital Management Corp. 0.00% No change 26,667 $181K
Pathstone Holdings, LLC 0.00% Reduce -0.3% 26,186 $178K
PFG Investments, LLC 0.01% Add +97.0% 23,051 $157K
T. Rowe Price Associates Inc. 0.00% No change 19,600 $134K
Susquehanna International Group, LLP 0.00% Reduce -74.3% 16,715 $114K
Morgan Stanley 0.00% Add +16.6% 16,065 $109K
Inspire Advisors, LLC 0.01% Reduce -8.6% 13,460 $92K
Osaic Holdings, Inc. 0.00% Reduce -10.5% 13,363 $91K
Shufro Rose & Co. LLC 0.01% New 10,000 $68K
Simplex Trading, LLC 0.00% Reduce -77.2% 8,994 $61K
Virtue Capital Management, LLC 0.01% No change 10,000 $56K
FMR LLC 0.00% Reduce -39.6% 5,196 $35K
Royal Bank of Canada 0.00% Reduce -18.4% 5,020 $35K
Group One Trading LLC 0.00% Add +160.1% 4,825 $33K
JNBA Financial Advisors 0.00% No change 4,000 $27K
Credit Agricole S A 0.00% No change 3,600 $23K
Wells Fargo & Company 0.00% Reduce -13.3% 3,263 $22K
NFSG Corp 0.01% No change 2,000 $14K
Tower Research Capital LLC (TRC) 0.00% Reduce -26.6% 1,880 $13K
UBS Group AG 0.00% Add +155400.0% 1,555 $11K
American Capital Advisory, LLC 0.01% New 475 $8K
Center for Financial Planning, Inc. 0.00% No change 1,000 $7K
Qube Research & Technologies Ltd 0.00% Reduce -53.3% 536 $4K
Sunbelt Securities, Inc. 0.00% No change 200 $1K
Princeton Global Asset Management LLC 0.00% No change 150 $1K
National Bank of Canada 0.00% No change 150 $925
Principal Securities, Inc. 0.00% Reduce -26.9% 117 $796
NewEdge Advisors, LLC 0.00% Add +625.0% 116 $789
Allworth Financial LP 0.00% Reduce -66.7% 100 $680
IFP Advisors, Inc 0.00% Reduce -79.2% 100 $680
Abich Financial Wealth Management LLC 0.00% New 75 $510
Parkside Financial Bank & Trust 0.00% No change 64 $436
Cornerstone Planning Group LLC 0.00% No change 45 $280
Bogart Wealth, LLC 0.00% No change 40 $272
Tompkins Financial Corp. 0.00% No change 5 $34
JPMorgan Chase & Co. 0.00% No change 3 $20
Balefire, LLC 0.00% No change 2 $14
Cwm, LLC 0.00% No change 18 $0

"% of holder's portfolio" is BEEM's weight in each manager's 13F, not the share of Beam Global the manager owns.