Beam GlobalBEEM

13F holders, Q1 2026 (March 31)
42holders +1
9new positions
10sold out
1famous investor
$1.47avg. 13F price*

At the end of Q1 2026, 42 institutions reported holding Beam Global (BEEM) in their 13F filings, up 1 from Q4 2025. 9 opened new positions and 10 sold out. The largest holders were Integrity Wealth Advisors, Inc. ($1.2M), Vanguard Capital Management LLC ($970K) and Geode Capital Management, LLC ($341K). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions9$74K
Exits10$395K

All 13F filers, Q4 2025 → Q1 2026: 227,498 shares bought and 326,824 shares sold, net −99,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 42 holders

Integrity Wealth Advisors, Inc. 0.74% Add +12.7% 837,388 $1.2M
Vanguard Capital Management LLC 0.00% — 660,087 $970K
Geode Capital Management, LLC 0.00% Add +37.5% 232,026 $341K
BlackRock, Inc. 0.00% No change 150,301 $221K
Susquehanna International Group, LLP 0.00% Reduce -10.0% 98,414 $145K
Vanguard Fiduciary Trust Co. 0.00% — 92,014 $135K
Renaissance Technologies 0.00% Reduce -31.8% 84,600 $124K
State Street Corp. 0.00% No change 58,228 $86K
Virtue Capital Management, LLC 0.01% No change 50,000 $69K
Green Alpha Advisors, LLC 0.06% Reduce -16.8% 39,425 $58K
Northern Trust Corp. 0.00% No change 33,307 $49K
Lido Advisors, LLC 0.00% No change 29,345 $43K
UBS Group AG 0.00% Add +85.8% 27,862 $41K
Osaic Holdings, Inc. 0.00% Reduce -1.4% 21,900 $32K
R Squared Ltd 0.01% New 17,949 $26K
PFG Investments, LLC 0.00% Reduce -17.6% 17,668 $26K
T. Rowe Price Associates Inc. 0.00% No change 16,988 $25K
Shufro Rose & Co. LLC 0.00% No change 15,000 $22K
Group One Trading LLC 0.00% Add +47.7% 13,768 $20K
Simplex Trading, LLC 0.00% New 13,754 $20K
Two Sigma Securities, LLC 0.00% New 12,512 $18K
Engineers Gate Manager LP 0.00% Add +18.2% 12,447 $18K
Morgan Stanley 0.00% Reduce -0.0% 12,251 $18K
Smartleaf Asset Management LLC 0.00% No change 5,000 $7K
JNBA Financial Advisors 0.00% New 4,000 $6K
Vanguard Global Advisers, LLC 0.00% — 3,226 $5K
Jones Financial Companies LLLP 0.00% Add +7.7% 2,816 $4K
NFSG Corp 0.00% No change 2,000 $3K
Tower Research Capital LLC (TRC) 0.00% Reduce -41.0% 1,311 $2K
Rossby Financial, LCC 0.00% New 1,000 $1K
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 $919
Bokf, NA 0.00% New 500 $735
Harbour Investments, Inc. 0.00% New 388 $571
MAI Capital Management 0.00% No change 39 $58
SBI Securities Co., Ltd. 0.00% No change 35 $51
NewEdge Advisors, LLC 0.00% No change 16 $24
BNP Paribas Financial Markets 0.00% No change 15 $22
Caitong International Asset Management Co., Ltd 0.00% New 2 $3
Citigroup Inc. 0.00% New 1 $1
Royal Bank of Canada 0.00% No change 56 $0

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