Beam Global Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 659.36 K | $857.16 K | -0.11% | 3.01% |
| BLACKROCK, INC. | 08/07/2026 | 221.39 K | $287.81 K | 47.30% | 1.01% |
| UBS GROUP AG | 08/13/2026 | 207.11 K | $269.24 K | 643.32% | 0.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 191.28 K | $248.71 K | -17.56% | 0.87% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 136.23 K | $177.10 K | 48.05% | 0.62% |
| JANE STREET GROUP, LLC | 08/14/2026 | 121.12 K | $157.45 K | 100.00% | 0.55% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 119.10 K | $154.83 K | 230.83% | 0.54% |
| CITADEL ADVISORS LLC | 09/02/2026 | 63.97 K | $83.16 K | 100.00% | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 60.17 K | $78.23 K | -38.86% | 0.27% |
| CITADEL ADVISORS LLC | 09/02/2026 | 58.60 K | $76.18 K | 179.05% | 0.27% |
| STATE STREET CORP | 09/22/2026 | 58.23 K | $75.70 K | 0.00% | 0.27% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 55.70 K | $72.41 K | -34.16% | 0.25% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 08/05/2026 | 50.00 K | $65.00 K | 0.00% | 0.23% |
| XTX TOPCO LTD | 08/14/2026 | 46.44 K | $60.37 K | 100.00% | 0.21% |
| GREEN ALPHA ADVISORS, LLC | 08/11/2026 | 40.51 K | $52.66 K | 2.74% | 0.19% |
| NORTHERN TRUST CORP | 08/13/2026 | 39.91 K | $51.88 K | 19.82% | 0.18% |
| LIDO ADVISORS, LLC | 08/07/2026 | 29.35 K | $38.15 K | 0.00% | 0.13% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 25.37 K | $32.98 K | 84.46% | 0.12% |
| CITADEL ADVISORS LLC | 09/02/2026 | 24.90 K | $32.37 K | 66.00% | 0.11% |
| JANE STREET GROUP, LLC | 08/14/2026 | 22.90 K | $29.77 K | 100.00% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 22.13 K | $28.76 K | 1.03% | 0.10% |
| ENGINEERS GATE MANAGER LP | 08/14/2026 | 18.62 K | $24.20 K | 49.57% | 0.09% |
| R SQUARED LTD | 08/05/2026 | 17.13 K | $22.27 K | -4.56% | 0.08% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 16.99 K | $23.00 K | 0.00% | 0.08% |
| SHUFRO ROSE & CO LLC | 08/12/2026 | 15.00 K | $19.50 K | 0.00% | 0.07% |
| HRT FINANCIAL LP | 08/14/2026 | 13.98 K | $18.00 K | 100.00% | 0.06% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 13.65 K | $17.75 K | -0.84% | 0.06% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 12.36 K | $16.07 K | -30.03% | 0.06% |
| MORGAN STANLEY | 08/13/2026 | 11.25 K | $14.63 K | -8.15% | 0.05% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 10.22 K | $13.00 K | 100.00% | 0.05% |
| ALLIED PRIVATE WEALTH LLC | 07/09/2026 | 6.44 K | $7.79 K | 100.00% | 0.03% |
| SMARTLEAF ASSET MANAGEMENT LLC | 08/12/2026 | 5.00 K | $6.15 K | 0.00% | 0.02% |
| JNBA FINANCIAL ADVISORS | 07/23/2026 | 4.00 K | $5.20 K | 0.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 3.06 K | $3.98 K | 133.41% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 2.82 K | $3.44 K | 0.00% | 0.01% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 08/14/2026 | 2.00 K | $2.60 K | 0.00% | 0.01% |
| COMMONWEALTH RETIREMENT INVESTMENTS LLC | 08/03/2026 | 1.87 K | $2.43 K | 100.00% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 1.22 K | $1.59 K | 100.00% | 0.01% |
| CENTER FOR FINANCIAL PLANNING, INC. | 07/21/2026 | 1.00 K | $1.30 K | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 753 | $927 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 625 | $813 | 0.00% | 0.00% |
| BOKF, NA | 08/10/2026 | 500 | $650 | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 454 | $590 | 17.01% | 0.00% |
| IFG ADVISORY, LLC | 08/14/2026 | 400 | $520 | 100.00% | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 07/13/2026 | 140 | $182 | 100.00% | 0.00% |
| FMR LLC | 08/13/2026 | 109 | $142 | 100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 100 | $130 | 100.00% | 0.00% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 80 | $104 | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 35 | $46 | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 16 | $21 | 0.00% | 0.00% |
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Beam Global institutional Ownership - FAQ's
During the previous two years, 67 institutional investors and hedge funds held shares of Beam Global. The most heavily invested institutionals were:
VANGUARD CAPITAL MANAGEMENT LLC: 659,356
BlackRock, Inc.: 221,390
UBS Group AG: 207,105
GEODE CAPITAL MANAGEMENT, LLC: 191,280
VANGUARD FIDUCIARY TRUST CO: 136,228
JANE STREET GROUP, LLC: 121,118
9.99% of Beam Global stock is owned by institutional investors.
Institutional investors have bought a total of 4.01 M shares in the last 24 months. This purchase volume represents approximately $6.21 M in transactions.