Beam Global Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| INTEGRITY WEALTH ADVISORS, INC. | 11/14/2025 | 1.28 M | $2.90 M | 78.80% | 8.28% |
| VANGUARD GROUP INC | 11/07/2025 | 660.62 K | $1.90 M | 8.84% | 4.26% |
| PEAK6 LLC | 11/14/2025 | 256.40 K | $738.43 K | 100.00% | 1.65% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 165.92 K | $477.96 K | 13.37% | 1.07% |
| BLACKROCK, INC. | 11/12/2025 | 150.30 K | $432.87 K | 0.00% | 0.97% |
| INTEGRITY WEALTH ADVISORS, INC. | 11/14/2025 | 104.60 K | $301.25 K | 100.00% | 0.67% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 98.03 K | $282.32 K | 311.63% | 0.63% |
| JANE STREET GROUP, LLC | 11/14/2025 | 57.57 K | $165.79 K | 100.00% | 0.37% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 10/31/2025 | 50.00 K | $144.00 K | 0.00% | 0.32% |
| STATE STREET CORP | 11/14/2025 | 49.53 K | $142.64 K | 0.00% | 0.32% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 35.46 K | $102.13 K | 100.00% | 0.23% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 33.70 K | $97.06 K | 91.48% | 0.22% |
| NORTHERN TRUST CORP | 11/14/2025 | 33.31 K | $95.92 K | 0.00% | 0.21% |
| LIDO ADVISORS, LLC | 11/14/2025 | 29.35 K | $84.51 K | 0.00% | 0.19% |
| WOLVERINE TRADING, LLC | 11/14/2025 | 26.37 K | $67.50 K | 100.00% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 20.80 K | $59.90 K | 100.00% | 0.13% |
| PFG INVESTMENTS, LLC | 10/31/2025 | 19.58 K | $56.39 K | 0.00% | 0.13% |
| GREEN ALPHA ADVISORS, LLC | 10/15/2025 | 19.47 K | $56.08 K | -10.64% | 0.13% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 19.29 K | $56.00 K | 0.00% | 0.12% |
| CITADEL ADVISORS LLC | 11/14/2025 | 19.20 K | $55.30 K | 100.00% | 0.12% |
| XTX TOPCO LTD | 11/14/2025 | 15.53 K | $44.73 K | 100.00% | 0.10% |
| WOLVERINE TRADING, LLC | 11/14/2025 | 15.50 K | $39.68 K | 100.00% | 0.10% |
| SHUFRO ROSE & CO LLC | 11/12/2025 | 15.00 K | $30.60 K | 0.00% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 13.46 K | $36.88 K | 0.37% | 0.09% |
| MORGAN STANLEY | 11/14/2025 | 13.32 K | $38.36 K | -3.55% | 0.09% |
| SIMPLEX TRADING, LLC | 11/12/2025 | 8.74 K | $25.00 K | 377.95% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 6.99 K | $20.13 K | -3.25% | 0.05% |
| JNBA FINANCIAL ADVISORS | 10/28/2025 | 4.00 K | $11.52 K | 0.00% | 0.03% |
| ROYAL BANK OF CANADA | 11/14/2025 | 3.17 K | $9.00 K | 0.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 3.13 K | $9.00 K | 8.17% | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 2.62 K | $6.72 K | 84.75% | 0.02% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 11/13/2025 | 2.00 K | $5.76 K | -1.67% | 0.01% |
| GROUP ONE TRADING, L.P. | 11/12/2025 | 1.13 K | $3.25 K | 100.00% | 0.01% |
| CENTER FOR FINANCIAL PLANNING, INC. | 11/06/2025 | 1.00 K | $2.88 K | 0.00% | 0.01% |
| FMR LLC | 11/13/2025 | 800 | $2.30 K | 100.00% | 0.01% |
| JPMORGAN CHASE & CO | 11/26/2025 | 753 | $2.17 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 625 | $1.80 K | 0.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 600 | $1.73 K | 100.00% | 0.00% |
| BOKF, NA | 11/13/2025 | 500 | $1.44 K | 0.00% | 0.00% |
| UBS GROUP AG | 11/13/2025 | 327 | $942 | -99.65% | 0.00% |
| BELL INVESTMENT ADVISORS, INC | 11/21/2025 | 205 | $591 | 100.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 11/12/2025 | 165 | $475 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 112 | $323 | -70.45% | 0.00% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 100 | $288 | 0.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 39 | $113 | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 16 | $46 | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 15 | $43 | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| BAADER BANK AKTIENGESELLSCHAFT | 11/06/2025 | 0 | $0 | -100.00% | 0.00% |
| SUNBELT SECURITIES, INC. | 11/19/2025 | 0 | $0 | -100.00% | 0.00% |
Beam Global institutional Ownership - FAQ's
During the previous two years, 55 institutional investors and hedge funds held shares of Beam Global. The most heavily invested institutionals were:
INTEGRITY WEALTH ADVISORS, INC.: 1.28 M
VANGUARD GROUP INC: 660,619
GEODE CAPITAL MANAGEMENT, LLC: 165,921
BlackRock, Inc.: 150,301
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 98,026
JANE STREET GROUP, LLC: 57,566
18.23% of Beam Global stock is owned by institutional investors.
Institutional investors have bought a total of 3.08 M shares in the last 24 months. This purchase volume represents approximately $9.17 M in transactions.