Beam GlobalBEEM
13F holders, Q1 2025 (March 31)44holders −4
5new positions
9sold out
1famous investor
$2.04avg. 13F price*
At the end of Q1 2025, 44 institutions reported holding Beam Global (BEEM) in their 13F filings, down 4 from Q4 2024. 5 opened new positions and 9 sold out. The largest holders were Integrity Wealth Advisors, Inc. ($1.4M), Vanguard Group Inc. ($1.3M) and BlackRock, Inc. ($379K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Beam Global
- CUSIP
- 07373B109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $91K |
| Exits | 9 | $396K |
All 13F filers, Q4 2024 → Q1 2025: 60,359 shares bought and 365,822 shares sold, net −305,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Integrity Wealth Advisors, Inc. | 1.04% | Reduce -12.8% | 693,690 | $1.4M |
| Vanguard Group Inc. | 0.00% | Reduce -0.2% | 614,352 | $1.3M |
| BlackRock, Inc. | 0.00% | Reduce -0.4% | 185,759 | $379K |
| Geode Capital Management, LLC | 0.00% | Add +4.7% | 146,731 | $299K |
| State Street Corp. | 0.00% | No change | 49,528 | $101K |
| Virtue Capital Management, LLC | 0.01% | No change | 50,000 | $101K |
| Northern Trust Corp. | 0.00% | Reduce -15.8% | 46,063 | $94K |
| Bard Associates Inc. | 0.03% | Reduce -4.5% | 41,455 | $85K |
| Lido Advisors, LLC | 0.00% | No change | 29,345 | $60K |
| Citadel Advisors | 0.00% | New | 24,823 | $51K |
| Green Alpha Advisors, LLC | 0.05% | Reduce -58.9% | 24,658 | $50K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.9% | 24,114 | $49K |
| PFG Investments, LLC | 0.00% | Reduce -18.0% | 19,878 | $41K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 19,600 | $40K |
| Shufro Rose & Co. LLC | 0.00% | New | 15,000 | $31K |
| Morgan Stanley | 0.00% | Add +1.6% | 13,811 | $28K |
| Dimensional Fund Advisors LP | 0.00% | No change | 12,376 | $25K |
| UBS Group AG | 0.00% | Add +224.8% | 8,673 | $18K |
| Osaic Holdings, Inc. | 0.00% | Add +54.0% | 8,003 | $16K |
| Bank of America Corp. | 0.00% | Reduce -32.6% | 7,195 | $15K |
| Innovative Advisory Group, LLC | 0.01% | No change | 4,000 | $8K |
| JNBA Financial Advisors | 0.00% | No change | 4,000 | $8K |
| Citigroup Inc. | 0.00% | New | 3,994 | $8K |
| Royal Bank of Canada | 0.00% | Reduce -7.6% | 3,170 | $6K |
| NFSG Corp | 0.00% | No change | 2,034 | $4K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,000 | $2K |
| JPMorgan Chase & Co. | 0.00% | No change | 753 | $2K |
| Wells Fargo & Company | 0.00% | No change | 625 | $1K |
| Evelyn Partners Investment Management LLP | 0.00% | New | 600 | $1K |
| Bokf, NA | 0.00% | No change | 500 | $1K |
| Simplex Trading, LLC | 0.00% | Reduce -93.1% | 857 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 165 | $523 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 228 | $465 |
| Aventura Private Wealth, LLC | 0.00% | No change | 200 | $408 |
| SBI Securities Co., Ltd. | 0.00% | Add +232.1% | 186 | $379 |
| Jones Financial Companies LLLP | 0.00% | No change | 88 | $177 |
| Allworth Financial LP | 0.00% | No change | 100 | $143 |
| Parkside Financial Bank & Trust | 0.00% | No change | 64 | $131 |
| MAI Capital Management | 0.00% | No change | 39 | $80 |
| Farther Finance Advisors, LLC | 0.00% | No change | 25 | $53 |
| NewEdge Advisors, LLC | 0.00% | No change | 16 | $33 |
| BNP Paribas Financial Markets | 0.00% | No change | 11 | $22 |
| Tompkins Financial Corp. | 0.00% | No change | 5 | $10 |
| 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.