Beam Global Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| INTEGRITY WEALTH ADVISORS, INC. | 02/17/2026 | 742.75 K | $1.11 M | -42.10% | 4.20% |
| VANGUARD GROUP INC | 01/29/2026 | 704.86 K | $1.06 M | 6.70% | 3.98% |
| INTEGRITY WEALTH ADVISORS, INC. | 02/17/2026 | 541.50 K | $812.25 K | 417.69% | 3.06% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 168.70 K | $253.10 K | 1.67% | 0.95% |
| BLACKROCK, INC. | 02/12/2026 | 150.30 K | $225.45 K | 0.00% | 0.85% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 124.00 K | $186.00 K | 267.95% | 0.70% |
| 02/11/2026 | 110.00 K | $165.00 K | 100.00% | 0.62% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 109.32 K | $163.98 K | 11.52% | 0.62% |
| STATE STREET CORP | 02/13/2026 | 58.23 K | $87.34 K | 17.57% | 0.33% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 02/18/2026 | 50.00 K | $81.00 K | 1,339.68% | 0.28% |
| GREEN ALPHA ADVISORS, LLC | 01/07/2026 | 47.37 K | $71.06 K | 143.31% | 0.27% |
| QUADRATURE CAPITAL LTD | 02/17/2026 | 40.51 K | $60.77 K | 100.00% | 0.23% |
| CITADEL ADVISORS LLC | 02/17/2026 | 40.03 K | $60.04 K | 100.00% | 0.23% |
| NORTHERN TRUST CORP | 02/17/2026 | 33.31 K | $49.96 K | 0.00% | 0.19% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 30.34 K | $45.51 K | -14.43% | 0.17% |
| LIDO ADVISORS, LLC | 02/10/2026 | 29.35 K | $84.51 K | 0.00% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 22.21 K | $33.32 K | 64.99% | 0.13% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 21.45 K | $32.17 K | 9.55% | 0.12% |
| XTX TOPCO LTD | 02/17/2026 | 17.49 K | $26.24 K | 12.61% | 0.10% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 16.99 K | $26.00 K | -11.92% | 0.10% |
| SHUFRO ROSE & CO LLC | 02/09/2026 | 15.00 K | $22.50 K | 0.00% | 0.08% |
| UBS GROUP AG | 01/29/2026 | 15.00 K | $22.50 K | 4,487.16% | 0.08% |
| MORGAN STANLEY | 02/13/2026 | 12.26 K | $18.39 K | -7.99% | 0.07% |
| JANE STREET GROUP, LLC | 02/12/2026 | 12.23 K | $18.34 K | -78.76% | 0.07% |
| ENGINEERS GATE MANAGER LP | 02/17/2026 | 10.53 K | $15.80 K | 100.00% | 0.06% |
| GROUP ONE TRADING, L.P. | 02/12/2026 | 9.32 K | $13.98 K | 725.78% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 6.99 K | $10.48 K | -0.01% | 0.04% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 5.00 K | $7.60 K | 100.00% | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 2.62 K | $3.92 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 2.22 K | $3.33 K | -28.95% | 0.01% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/21/2026 | 2.00 K | $3.00 K | 0.00% | 0.01% |
| COMMONWEALTH RETIREMENT INVESTMENTS LLC | 02/11/2026 | 1.87 K | $2.81 K | 100.00% | 0.01% |
| CENTER FOR FINANCIAL PLANNING, INC. | 02/05/2026 | 1.00 K | $1.50 K | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 02/11/2026 | 753 | $1.13 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 625 | $938 | 0.00% | 0.00% |
| SAGEVIEW ADVISORY GROUP, LLC | 02/17/2026 | 96 | $144 | 100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 39 | $59 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 35 | $53 | -68.75% | 0.00% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 16 | $24 | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 15 | $22 | 0.00% | 0.00% |
| BOKF, NA | 02/03/2026 | 0 | $0 | -100.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| FMR LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| PEAK6 LLC | 03/12/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 0 | $0 | -100.00% | 0.00% |
| JNBA FINANCIAL ADVISORS | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
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Beam Global institutional Ownership - FAQ's
During the previous two years, 64 institutional investors and hedge funds held shares of Beam Global. The most heavily invested institutionals were:
VANGUARD FIDUCIARY TRUST CO: 92,014
Virtue Capital Management, LLC: 50,000
Green Alpha Advisors, LLC: 39,425
UBS Group AG: 27,862
R Squared Ltd: 17,949
PFG Investments, LLC: 17,668
14.78% of Beam Global stock is owned by institutional investors.
Institutional investors have bought a total of 2.89 M shares in the last 24 months. This purchase volume represents approximately $4.48 M in transactions.