Beam GlobalBEEM

13F holders, Q3 2025 (September 30)
45holders +5
8new positions
3sold out
1famous investor
$2.72avg. 13F price*

At the end of Q3 2025, 45 institutions reported holding Beam Global (BEEM) in their 13F filings, up 5 from Q2 2025. 8 opened new positions and 3 sold out. The largest holders were Integrity Wealth Advisors, Inc. ($2.9M), Vanguard Group Inc. ($1.9M) and Geode Capital Management, LLC ($478K). 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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions8$388K
Exits3$10K

All 13F filers, Q2 2025 → Q3 2025: 874,974 shares bought and 154,392 shares sold, net +720,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 45 holders

Integrity Wealth Advisors, Inc. 1.04% Add +78.8% 1,282,877 $2.9M
Vanguard Group Inc. 0.00% Add +8.8% 660,619 $1.9M
Geode Capital Management, LLC 0.00% Add +13.4% 165,921 $478K
BlackRock, Inc. 0.00% No change 150,301 $433K
Virtue Capital Management, LLC 0.06% Reduce -93.0% 3,473 $378K
Susquehanna International Group, LLP 0.00% Add +311.6% 98,026 $282K
Jane Street Group, LLC 0.00% New 57,566 $166K
State Street Corp. 0.00% No change 49,528 $143K
Two Sigma Investments, LP 0.00% New 35,460 $102K
Renaissance Technologies 0.00% Add +91.5% 33,700 $97K
Northern Trust Corp. 0.00% No change 33,307 $96K
Lido Advisors, LLC 0.00% No change 29,345 $85K
Wolverine Trading, LLC 0.00% New 26,367 $68K
PFG Investments, LLC 0.00% No change 19,578 $56K
Green Alpha Advisors, LLC 0.05% Reduce -10.6% 19,471 $56K
T. Rowe Price Associates Inc. 0.00% No change 19,288 $56K
XTX Topco Ltd 0.00% New 15,532 $45K
Morgan Stanley 0.00% Reduce -3.5% 13,321 $38K
Osaic Holdings, Inc. 0.00% Add +0.4% 13,464 $37K
Shufro Rose & Co. LLC 0.00% No change 15,000 $31K
Simplex Trading, LLC 0.00% Add +377.9% 8,737 $25K
Bank of America Corp. 0.00% Reduce -3.3% 6,990 $20K
Innovative Advisory Group, LLC 0.01% No change 4,000 $12K
JNBA Financial Advisors 0.00% No change 4,000 $12K
Tower Research Capital LLC (TRC) 0.00% Add +8.2% 3,126 $9K
Royal Bank of Canada 0.00% No change 3,170 $9K
Jones Financial Companies LLLP 0.00% Add +84.8% 2,616 $7K
NFSG Corp 0.00% Reduce -1.7% 2,000 $6K
Group One Trading LLC 0.00% New 1,129 $3K
Center for Financial Planning, Inc. 0.00% No change 1,000 $3K
FMR LLC 0.00% New 800 $2K
JPMorgan Chase & Co. 0.00% No change 753 $2K
Wells Fargo & Company 0.00% No change 625 $2K
Steward Partners Investment Advisory, LLC 0.00% New 600 $2K
Bokf, NA 0.00% No change 500 $1K
UBS Group AG 0.00% Reduce -99.7% 327 $942
Bell Investment Advisors, Inc 0.00% New 205 $591
Aventura Private Wealth, LLC 0.00% No change 200 $576
Principal Securities, Inc. 0.00% No change 165 $475
SBI Securities Co., Ltd. 0.00% Reduce -70.5% 112 $323
Allworth Financial LP 0.00% No change 100 $288
MAI Capital Management 0.00% No change 39 $113
NewEdge Advisors, LLC 0.00% No change 16 $46
BNP Paribas Financial Markets 0.00% No change 15 $43
Cwm, LLC 0.00% Reduce -57.6% 50 $0

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