Beam GlobalBEEM
13F holders, Q2 2025 (June 30)40holders −4
4new positions
8sold out
1famous investor
$1.46avg. 13F price*
At the end of Q2 2025, 40 institutions reported holding Beam Global (BEEM) in their 13F filings, down 4 from Q1 2025. 4 opened new positions and 8 sold out. The largest holders were Integrity Wealth Advisors, Inc. ($1.0M), Vanguard Group Inc. ($886K) and BlackRock, Inc. ($219K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Beam Global
- CUSIP
- 07373B109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $36K |
| Exits | 8 | $170K |
All 13F filers, Q1 2025 → Q2 2025: 148,195 shares bought and 143,090 shares sold, net +5,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Integrity Wealth Advisors, Inc. | 0.73% | Add +3.4% | 717,479 | $1.0M |
| Vanguard Group Inc. | 0.00% | Reduce -1.2% | 606,979 | $886K |
| BlackRock, Inc. | 0.00% | Reduce -19.1% | 150,301 | $219K |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 146,351 | $214K |
| UBS Group AG | 0.00% | Add +986.4% | 94,219 | $138K |
| Virtue Capital Management, LLC | 0.01% | No change | 50,000 | $73K |
| State Street Corp. | 0.00% | No change | 49,528 | $72K |
| Northern Trust Corp. | 0.00% | Reduce -27.7% | 33,307 | $49K |
| Lido Advisors, LLC | 0.00% | No change | 29,345 | $43K |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.2% | 23,814 | $35K |
| Green Alpha Advisors, LLC | 0.03% | Reduce -11.6% | 21,789 | $32K |
| Shufro Rose & Co. LLC | 0.00% | No change | 15,000 | $31K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.6% | 19,288 | $29K |
| PFG Investments, LLC | 0.00% | Reduce -1.5% | 19,578 | $29K |
| Renaissance Technologies | 0.00% | New | 17,600 | $26K |
| Morgan Stanley | 0.00% | No change | 13,811 | $20K |
| Osaic Holdings, Inc. | 0.00% | Add +67.6% | 13,414 | $20K |
| Bank of America Corp. | 0.00% | Add +0.4% | 7,225 | $11K |
| Baader Bank Aktiengesellschaft | 0.00% | New | 10,200 | $9K |
| Innovative Advisory Group, LLC | 0.01% | No change | 4,000 | $6K |
| JNBA Financial Advisors | 0.00% | No change | 4,000 | $6K |
| Royal Bank of Canada | 0.00% | No change | 3,170 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1167.5% | 2,890 | $4K |
| NFSG Corp | 0.00% | No change | 2,034 | $3K |
| Jones Financial Companies LLLP | 0.00% | Add +1509.1% | 1,416 | $2K |
| Simplex Trading, LLC | 0.00% | Add +113.3% | 1,828 | $2K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,000 | $1K |
| JPMorgan Chase & Co. | 0.00% | No change | 753 | $1K |
| Wells Fargo & Company | 0.00% | No change | 625 | $913 |
| Bokf, NA | 0.00% | No change | 500 | $730 |
| Sunbelt Securities, Inc. | 0.00% | New | 200 | $634 |
| SBI Securities Co., Ltd. | 0.00% | Add +103.8% | 379 | $553 |
| Aventura Private Wealth, LLC | 0.00% | No change | 200 | $292 |
| Principal Securities, Inc. | 0.00% | No change | 165 | $241 |
| Raymond James Financial Inc. | 0.00% | New | 161 | $235 |
| Allworth Financial LP | 0.00% | No change | 100 | $146 |
| MAI Capital Management | 0.00% | No change | 39 | $57 |
| NewEdge Advisors, LLC | 0.00% | No change | 16 | $23 |
| BNP Paribas Financial Markets | 0.00% | Add +36.4% | 15 | $22 |
| Cwm, LLC | 0.00% | Add +555.6% | 118 | $0 |
"% of holder's portfolio" is BEEM's weight in each manager's 13F, not the share of Beam Global the manager owns.