BEEM — BEAM GLOBAL
As of Q2 2026, 11 SEC-registered investment managers reported holding BEEM (BEAM GLOBAL) in their latest 13F filings, with a combined reported value of $1.14M across 892.58K shares. That is +50.3% by share count (+298.62K shares) versus the previous quarter, while reported value moved +34.2%. Ownership is concentrated: the five largest holders account for 94.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 4 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BEEM is classified in the Miscellaneous sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Invesco Ltd history | Q3 2023 | 357.42K | $2.64M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 704.86K | $1.06M | 0.00% | Add |
| Goldman Sachs Group history | Q4 2022 | 33.77K | $589.94K | 0.00% | Add |
| BNY Mellon history | Q1 2022 | 28.61K | $585.00K | 0.00% | Reduce |
| D. E. Shaw & Co history | Q1 2022 | 26.77K | $548.00K | 0.00% | New |
| Deutsche Bank AG history | Q1 2024 | 70.09K | $476.58K | 0.00% | Hold |
| Charles Schwab Investment Management history | Q1 2022 | 23.01K | $471.00K | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 221.39K | $287.81K | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 207.10K | $269.24K | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 191.28K | $248.71K | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 147.47K | $191.71K | 0.00% | Add |
| Millennium Management history | Q2 2024 | 26.24K | $120.96K | 0.00% | Reduce |
| Marshall Wace history | Q3 2023 | 11.05K | $81.57K | 0.00% | New |
| Renaissance Technologies history | Q2 2026 | 55.70K | $72.41K | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 39.91K | $51.88K | 0.00% | Add |
| Two Sigma Investments history | Q4 2025 | 30.34K | $45.51K | 0.00% | Reduce |
| Legal & General Investment Management America history | Q1 2022 | 898 | $18.00K | 0.00% | Hold |
| Morgan Stanley history | Q2 2026 | 11.25K | $14.63K | 0.00% | Reduce |
| Bank of America Corp history | Q4 2025 | 6.99K | $10.48K | 0.00% | Hold |
| JPMorgan Chase & Co history | Q2 2026 | 753 | $927 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 753 sh · $927
- Fidelity Management & Research (FMR) 109 sh · $142
Fully Exited (vs previous quarter)
- Citigroup Inc sold 1 sh · $1
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 186.35K | 186.44K | 185.76K | 150.30K | 150.30K | 150.30K | 150.30K | 221.39K |
| UBS Group AG | 1.56K | 6.43K | 2.67K | 1.95K | 1.82K | 1.73K | 1.28K | 65 | — | 1 | 1.55K | 14.27K | 9.82K | 2.67K | 8.67K | 94.22K | 327 | 15.00K | 27.86K | 207.10K |
| Geode Capital Management | 161.71K | 150.83K | 151.43K | 90.09K | 85.61K | 83.59K | 83.22K | 90.42K | 129.96K | 142.47K | 140.40K | 140.71K | 140.86K | 140.17K | 146.73K | 146.35K | 165.92K | 168.70K | 232.03K | 191.28K |
| Citadel Advisors | 153.60K | 268.07K | 183.00K | 185.76K | 139.95K | 102.05K | 55.11K | 57.64K | 71.44K | 104.43K | 67.14K | 38.29K | 39.29K | 13.80K | 25.02K | — | 19.20K | 40.03K | 36.00K | 147.47K |
| Renaissance Technologies | — | — | — | — | — | — | — | 19.10K | — | — | — | — | — | — | — | 17.60K | 33.70K | 124.00K | 84.60K | 55.70K |
| Northern Trust Corp | 80.99K | 78.84K | 75.52K | 16.24K | 14.80K | 14.80K | 16.02K | 15.99K | 26.62K | 40.25K | 38.35K | 36.27K | 36.09K | 54.72K | 46.06K | 33.31K | 33.31K | 33.31K | 33.31K | 39.91K |
| Morgan Stanley | 42.68K | 148.62K | 385.74K | 243.59K | 93.93K | 56.16K | 30.02K | 21.11K | 22.15K | 13.78K | 16.07K | 10.78K | 10.14K | 13.59K | 13.81K | 13.81K | 13.32K | 12.26K | 12.25K | 11.25K |
| JPMorgan Chase & Co | 3.38K | 3.38K | 4.13K | 3 | 3 | 3 | 47.57K | 45.43K | 3 | 3 | 3 | 3 | 753 | 753 | 753 | 753 | 753 | 753 | — | 753 |
| Wells Fargo & Co | 7.76K | 13.48K | 10.00K | 7.61K | 7.48K | 4.69K | 4.72K | 4.72K | 3.75K | 3.76K | 3.26K | 695 | 695 | 625 | 625 | 625 | 625 | 625 | 625 | 625 |
| Fidelity Management & Research (FMR) | — | — | 15.96K | 10.38K | 1.84K | 69 | 2.00K | 2.83K | 4.75K | 8.61K | 5.20K | 39 | — | — | — | — | 800 | — | — | 109 |
| T. Rowe Price Associates | — | 12.52K | 12.82K | 11.90K | 11.90K | 11.90K | 11.90K | 11.90K | 19.60K | 19.60K | 19.60K | 19.60K | 19.60K | 19.60K | 19.60K | 19.29K | 19.29K | 16.99K | 16.99K | 16.99K |
| Two Sigma Investments | 16.70K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 35.46K | 30.34K | — | — |
| Bank of America Corp | 9.79K | 29.94K | 273.94K | 49.26K | 50.49K | 14.58K | 7.92K | 4.70K | 15.66K | 24.13K | 41.26K | 11.17K | 11.17K | 10.67K | 7.20K | 7.22K | 6.99K | 6.99K | — | — |
| Citigroup Inc | 1.03K | 3.30K | 5.17K | 1.16K | 901 | 260 | — | — | — | — | — | — | — | — | 3.99K | — | — | — | 1 | — |
| Vanguard Group | 398.83K | 404.59K | 365.01K | 412.83K | 440.49K | 434.76K | 459.24K | 457.75K | 465.35K | 511.48K | 618.68K | 615.60K | 615.60K | 615.60K | 614.35K | 606.98K | 660.62K | 704.86K | — | — |
| Goldman Sachs Group | 15.36K | 41.49K | 87.15K | 18.45K | 13.14K | 33.77K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Deutsche Bank AG | 5.54K | 5.82K | 5.26K | — | — | — | 70.19K | 70.09K | 70.09K | 70.09K | 70.09K | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 24.06K | 28.79K | 28.61K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| D. E. Shaw & Co | — | — | 26.77K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 1.56M | 968.74K | 467.22K | 322.70K | 412.22K | 232.46K | 214.34K | 321.55K | 357.42K | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details