Beam GlobalBEEM

13F holders, Q2 2024 (June 30)
56holders +2
9new positions
9sold out
2famous investors
$4.61avg. 13F price*

At the end of Q2 2024, 56 institutions reported holding Beam Global (BEEM) in their 13F filings, up 2 from Q1 2024. 9 opened new positions and 9 sold out. The largest holders were AWM Investment Company, Inc. ($4.4M), Vanguard Group Inc. ($2.8M) and BlackRock Inc. ($856K). 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 → Q2 2024

InstitutionsTotal Value
New Positions9$414K
Exits9$913K

All 13F filers, Q1 2024 → Q2 2024: 147,424 shares bought and 266,606 shares sold, net −119,182 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 56 holders

AWM Investment Company, Inc. 0.59% Reduce -3.4% 950,235 $4.4M
Vanguard Group Inc. 0.00% Reduce -0.5% 615,604 $2.8M
BlackRock Inc. 0.00% Add +1.8% 185,587 $856K
Geode Capital Management, LLC 0.00% Add +0.2% 140,711 $649K
LPL Financial LLC 0.00% Add +0.5% 58,959 $272K
Bard Associates Inc. 0.10% Reduce -6.0% 56,630 $261K
Oak Family Advisors, LLC 0.09% Add +11.0% 52,288 $241K
Susquehanna International Group, LLP 0.00% Add +200.4% 50,209 $231K
State Street Corp. 0.00% No change 45,328 $209K
Green Alpha Advisors, LLC 0.15% Reduce -4.2% 40,320 $186K
Northern Trust Corp. 0.00% Reduce -5.4% 36,269 $167K
Lido Advisors, LLC 0.00% No change 33,178 $153K
Commonwealth Equity Services, LLC 0.00% New 31,312 $144K
King Luther Capital Management Corp. 0.00% No change 26,667 $123K
Millennium Management 0.00% Reduce -50.3% 26,239 $121K
Pathstone Holdings, LLC 0.00% Reduce -0.3% 26,096 $120K
PFG Investments, LLC 0.01% Add +5.2% 24,251 $112K
Citadel Advisors 0.00% Reduce -44.0% 23,588 $109K
Virtu Financial LLC 0.01% New 20,102 $93K
T. Rowe Price Associates Inc. 0.00% No change 19,600 $91K
Marex Group Ltd 0.00% New 14,400 $66K
UBS Group AG 0.00% Add +817.8% 14,272 $66K
Inspire Advisors, LLC 0.01% No change 13,460 $62K
Hilltop Holdings Inc. 0.01% New 11,395 $53K
Bank of America Corp. 0.00% Reduce -59.6% 11,170 $51K
Morgan Stanley 0.00% Reduce -32.9% 10,778 $50K
XTX Topco Ltd 0.00% New 10,357 $48K
Shufro Rose & Co. LLC 0.00% No change 10,000 $46K
Royal Bank of Canada 0.00% Add +5.9% 5,316 $25K
JNBA Financial Advisors 0.00% No change 4,000 $18K
Group One Trading LLC 0.00% Reduce -41.3% 2,832 $13K
Osaic Holdings, Inc. 0.00% Reduce -78.8% 2,828 $13K
Tower Research Capital LLC (TRC) 0.00% Add +46.6% 2,756 $13K
NFSG Corp 0.00% No change 2,000 $9K
Center for Financial Planning, Inc. 0.00% No change 1,000 $5K
Northwestern Mutual Wealth Management Co. 0.00% New 1,000 $5K
Redwood Wealth Management Group, LLC 0.00% New 700 $3K
Wells Fargo & Company 0.00% Reduce -78.7% 695 $3K
Family Firm, Inc. 0.00% New 351 $2K
CIBC Private Wealth Group LLC 0.00% New 200 $1K
Sunbelt Securities, Inc. 0.00% No change 200 $922
Princeton Global Asset Management LLC 0.00% No change 150 $692
National Bank of Canada 0.00% No change 150 $650
Allworth Financial LP 0.00% No change 100 $597
NewEdge Advisors, LLC 0.00% No change 116 $535
Coppell Advisory Solutions LLC 0.00% — 100 $461
Principal Securities, Inc. 0.00% Reduce -15.4% 99 $456
Abich Financial Wealth Management LLC 0.00% No change 75 $346
Parkside Financial Bank & Trust 0.00% No change 64 $296
Cornerstone Planning Group LLC 0.00% No change 45 $228
Bogart Wealth, LLC 0.00% No change 40 $184
FMR LLC 0.00% Reduce -99.3% 39 $180
Tompkins Financial Corp. 0.00% No change 5 $23
JPMorgan Chase & Co. 0.00% No change 3 $14
Balefire, LLC 0.00% No change 2 $9
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.