BEAM GLOBAL (BEEM)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
47
Reporting holders
$3.1M
Reported value
10.2%
Of shares outstanding
9.8%
Held as options
+7
Holder change
Institutions report 2,146,952 shares against 21,136,983 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $857.2K | 659,356 | 0.00% | 2q | HELD |
| BlackRock, Inc. | $287.8K | 221,390 | 0.00% | 8q | +47.3%+$92.4K |
| UBS Group AG | $269.2K | 207,105 | 0.00% | 11q | +643.3%+$233.0K |
| GEODE CAPITAL MANAGEMENT, LLC | $248.7K | 191,280 | 0.00% | 24q | -17.6%-$53.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $233.1K | 60,174 | 0.00% | 23q | -38.9%-$148.1K |
| CITADEL ADVISORS LLC | $191.7K | 63,966 | 0.00% | 4q | HELD |
| JANE STREET GROUP, LLC | $187.2K | 121,118 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $177.1K | 136,228 | 0.00% | 2q | +48.1%+$57.5K |
| STATE STREET CORP | $75.7K | 58,228 | 0.00% | 23q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $72.4K | 55,700 | 0.00% | 5q | -34.2%-$37.6K |
| Virtue Capital Management, LLC | $65.0K | 50,000 | 0.01% | 8q | HELD |
| XTX Topco Ltd | $60.4K | 46,436 | 0.00% | new | NEW |
| Green Alpha Advisors, LLC | $52.7K | 40,505 | 0.04% | 18q | +2.7%+$1.4K |
| NORTHERN TRUST CORP | $51.9K | 39,908 | 0.00% | 24q | +19.8%+$8.6K |
| Lido Advisors, LLC | $38.1K | 29,345 | 0.00% | 24q | HELD |
| SIMPLEX TRADING, LLC | $34.5K | 25,371 | 0.00% | 2q | +84.5%+$15.8K |
| OSAIC HOLDINGS, INC. | $28.8K | 22,125 | 0.00% | 24q | +1.0% |
| GROUP ONE TRADING LLC | $25.2K | 13,652 | 0.00% | 4q | -0.8% |
| Engineers Gate Manager LP | $24.2K | 18,617 | 0.00% | 3q | +49.6%+$8.0K |
| R Squared Ltd | $22.3K | 17,131 | 0.01% | 2q | -4.6%-$1.1K |
| SHUFRO ROSE & CO LLC | $19.5K | 15,000 | 0.00% | 6q | HELD |
| PFG Investments, LLC | $16.1K | 12,363 | 0.00% | 14q | -30.0%-$6.9K |
| MORGAN STANLEY | $14.6K | 11,252 | 0.00% | 24q | -8.2%-$1.3K |
| Allied Private Wealth LLC | $7.8K | 6,439 | 0.00% | new | FIRST |
| Smartleaf Asset Management LLC | $6.2K | 5,000 | 0.00% | 3q | HELD |
| JNBA Financial Advisors | $5.2K | 4,000 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $4.0K | 3,060 | 0.00% | 6q | +133.4%+$2.3K |
| JONES FINANCIAL COMPANIES LLLP | $3.4K | 2,816 | 0.00% | 8q | HELD |
| NFSG Corp | $2.6K | 2,000 | 0.00% | 17q | HELD |
| Commonwealth Retirement Investments LLC | $2.4K | 1,872 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.6K | 1,222 | 0.00% | new | NEW |
| Center for Financial Planning, Inc. | $1.3K | 1,000 | 0.00% | 24q | HELD |
| JPMORGAN CHASE & CO | $927 | 753 | 0.00% | 14q | HELD |
| WELLS FARGO & COMPANY/MN | $813 | 625 | 0.00% | 24q | -50.0% |
| BOKF, NA | $650 | 500 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $590 | 454 | 0.00% | 2q | +17.0% |
| IFG Advisory, LLC | $520 | 400 | 0.00% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $182 | 140 | 0.00% | new | NEW |
| FMR LLC | $142 | 109 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $130 | 100 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $104 | 80 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $46 | 35 | 0.00% | 7q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $23 | 16,988 | 0.00% | 19q | HELD |
| NewEdge Advisors, LLC | $21 | 16 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $18 | 13,984 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $14 | 11 | 0.00% | 7q | -26.7% |
| Virtu Financial LLC | $13 | 10,219 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $12 | 9 | 0.00% | 2q | +350.0% |
| Integrated Wealth Concepts LLC | $7 | 5 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $0 | 56 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 47 | $3.1M | 2,146,952 | 12 | 11 | 9 | 9.8% |
| Q1 2026 | 40 | $4.3M | 2,553,582 | 9 | 7 | 7 | 12.1% |
| Q4 2025 | 39 | $4.8M | 2,597,828 | 6 | 12 | 7 | 18.3% |
| Q3 2025 | 43 | $9.1M | 2,748,624 | 11 | 8 | 7 | 21.7% |
| Q2 2025 | 38 | $3.0M | 2,040,773 | 4 | 8 | 6 | 0.4% |
| Q1 2025 | 42 | $4.3M | 2,033,257 | 4 | 5 | 8 | 2.8% |
| Q4 2024 | 47 | $7.9M | 2,327,122 | 5 | 10 | 11 | 6.1% |
| Q3 2024 | 49 | $13.0M | 2,506,294 | 6 | 7 | 10 | 4.9% |
| Q2 2024 | 53 | $11.9M | 2,512,860 | 7 | 8 | 13 | 3.0% |
| Q1 2024 | 52 | $19.3M | 2,706,492 | 4 | 11 | 18 | 4.7% |
| Q4 2023 | 63 | $20.8M | 2,801,809 | 11 | 14 | 12 | 4.5% |
| Q3 2023 | 64 | $23.8M | 3,080,054 | 8 | 16 | 16 | 4.6% |
| Q2 2023 | 68 | $29.9M | 2,755,966 | 14 | 15 | 15 | 4.5% |
| Q1 2023 | 58 | $35.8M | 2,089,329 | 13 | 13 | 14 | 7.8% |
| Q4 2022 | 54 | $39.6M | 1,809,289 | 11 | 11 | 15 | 20.3% |
| Q3 2022 | 61 | $28.9M | 2,116,215 | 7 | 11 | 21 | 10.6% |
| Q2 2022 | 67 | $44.1M | 2,465,854 | 14 | 9 | 27 | 13.2% |
| Q1 2022 | 74 | $87.1M | 3,461,874 | 19 | 19 | 19 | 19.0% |
| Q4 2021 | 78 | $82.5M | 4,054,814 | 17 | 27 | 10 | 8.0% |
| Q3 2021 | 77 | $122.7M | 4,109,466 | 13 | 23 | 16 | 8.2% |
| Q2 2021 | 78 | $176.8M | 4,131,878 | 27 | 19 | 16 | 10.5% |
| Q1 2021 | 64 | $167.3M | 3,389,155 | 27 | 21 | 11 | 12.2% |
| Q4 2020 | 61 | $181.1M | 2,456,471 | 37 | 9 | 13 | 0.0% |
| Q3 2020 | 31 | $21.6M | 1,767,051 | 31 | 0 | 0 | 0.0% |