Beam GlobalBEEM
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 41 institutions reported holding Beam Global (BEEM) in their 13F filings, down 4 from Q3 2025. 6 opened new positions and 10 sold out. The largest holders were Integrity Wealth Advisors, Inc. ($1.1M), Vanguard Group Inc. ($1.1M) and Geode Capital Management, LLC ($253K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $147K |
| Exits | 10 | $44K |
All 13F filers, Q3 2025 → Q4 2025: 365,227 shares bought and 613,407 shares sold, net −248,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Integrity Wealth Advisors, Inc. | 0.78% | Reduce -42.1% | 742,745 | $1.1M |
| Vanguard Group Inc. | 0.00% | Add +6.7% | 704,856 | $1.1M |
| Geode Capital Management, LLC | 0.00% | Add +1.7% | 168,700 | $253K |
| BlackRock, Inc. | 0.00% | No change | 150,301 | $225K |
| Renaissance Technologies | 0.00% | Add +267.9% | 124,000 | $186K |
| T3 Companies, LLC | 0.21% | — | 110,000 | $165K |
| Susquehanna International Group, LLP | 0.00% | Add +11.5% | 109,322 | $164K |
| State Street Corp. | 0.00% | Add +17.6% | 58,228 | $87K |
| Lido Advisors, LLC | 0.00% | No change | 29,345 | $85K |
| Virtue Capital Management, LLC | 0.01% | Add +1339.7% | 50,000 | $81K |
| Green Alpha Advisors, LLC | 0.07% | Add +143.3% | 47,374 | $71K |
| Quadrature Capital Ltd | 0.00% | New | 40,514 | $61K |
| Citadel Advisors | 0.00% | New | 40,026 | $60K |
| Northern Trust Corp. | 0.00% | No change | 33,307 | $50K |
| Two Sigma Investments, LP | 0.00% | Reduce -14.4% | 30,342 | $46K |
| Osaic Holdings, Inc. | 0.00% | Add +65.0% | 22,214 | $33K |
| PFG Investments, LLC | 0.00% | Add +9.6% | 21,448 | $32K |
| XTX Topco Ltd | 0.00% | Add +12.6% | 17,491 | $26K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -11.9% | 16,988 | $26K |
| Shufro Rose & Co. LLC | 0.00% | No change | 15,000 | $23K |
| UBS Group AG | 0.00% | Add +4487.2% | 15,000 | $23K |
| Morgan Stanley | 0.00% | Reduce -8.0% | 12,256 | $18K |
| Jane Street Group, LLC | 0.00% | Reduce -78.8% | 12,228 | $18K |
| Engineers Gate Manager LP | 0.00% | New | 10,531 | $16K |
| Group One Trading LLC | 0.00% | Add +725.8% | 9,323 | $14K |
| Bank of America Corp. | 0.00% | Reduce -0.0% | 6,989 | $10K |
| Smartleaf Asset Management LLC | 0.00% | New | 5,000 | $8K |
| Innovative Advisory Group, LLC | 0.00% | No change | 4,000 | $6K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,616 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -28.9% | 2,221 | $3K |
| NFSG Corp | 0.00% | No change | 2,000 | $3K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 1,872 | $3K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,000 | $2K |
| JPMorgan Chase & Co. | 0.00% | No change | 753 | $1K |
| Wells Fargo & Company | 0.00% | No change | 625 | $938 |
| SageView Advisory Group, LLC | 0.00% | New | 96 | $144 |
| MAI Capital Management | 0.00% | No change | 39 | $59 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -68.8% | 35 | $53 |
| NewEdge Advisors, LLC | 0.00% | No change | 16 | $24 |
| BNP Paribas Financial Markets | 0.00% | No change | 15 | $22 |
| Royal Bank of Canada | 0.00% | Reduce -98.2% | 56 | $0 |
"% of holder's portfolio" is BEEM's weight in each manager's 13F, not the share of Beam Global the manager owns.