Beam Global Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| INTEGRITY WEALTH ADVISORS, INC. | 05/14/2026 | 837.39 K | $1.23 M | 12.74% | 4.98% |
| 05/15/2026 | 660.09 K | $970.33 K | 100.00% | 3.93% | |
| INTEGRITY WEALTH ADVISORS, INC. | 05/14/2026 | 275.00 K | $404.25 K | -49.22% | 1.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 232.03 K | $341.13 K | 37.54% | 1.38% |
| BLACKROCK, INC. | 05/13/2026 | 150.30 K | $220.94 K | 0.00% | 0.89% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 98.41 K | $144.67 K | -9.98% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 92.01 K | $135.26 K | 100.00% | 0.55% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 84.60 K | $124.36 K | -31.77% | 0.50% |
| STATE STREET CORP | 05/15/2026 | 58.23 K | $85.60 K | 0.00% | 0.35% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 05/07/2026 | 50.00 K | $68.50 K | 0.00% | 0.30% |
| GREEN ALPHA ADVISORS, LLC | 04/07/2026 | 39.43 K | $57.96 K | -16.78% | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 36.00 K | $52.92 K | 100.00% | 0.21% |
| NORTHERN TRUST CORP | 05/14/2026 | 33.31 K | $48.96 K | 0.00% | 0.20% |
| LIDO ADVISORS, LLC | 05/13/2026 | 29.35 K | $43.14 K | 0.00% | 0.17% |
| UBS GROUP AG | 05/05/2026 | 27.86 K | $40.96 K | 85.75% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 21.90 K | $32.19 K | -1.41% | 0.13% |
| CITADEL ADVISORS LLC | 05/15/2026 | 21.00 K | $30.87 K | 100.00% | 0.12% |
| R SQUARED LTD | 04/29/2026 | 17.95 K | $26.39 K | 100.00% | 0.11% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 17.67 K | $25.97 K | -17.62% | 0.11% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 16.99 K | $25.00 K | 0.00% | 0.10% |
| SHUFRO ROSE & CO LLC | 05/15/2026 | 15.00 K | $22.05 K | 0.00% | 0.09% |
| CITADEL ADVISORS LLC | 05/15/2026 | 15.00 K | $22.05 K | 100.00% | 0.09% |
| GROUP ONE TRADING, L.P. | 05/13/2026 | 13.77 K | $20.24 K | 47.68% | 0.08% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 13.75 K | $20.22 K | 100.00% | 0.08% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 12.51 K | $18.39 K | 100.00% | 0.07% |
| ENGINEERS GATE MANAGER LP | 05/15/2026 | 12.45 K | $18.30 K | 18.19% | 0.07% |
| MORGAN STANLEY | 05/15/2026 | 12.25 K | $18.01 K | -0.04% | 0.07% |
| SMARTLEAF ASSET MANAGEMENT LLC | 05/15/2026 | 5.00 K | $6.85 K | 0.00% | 0.03% |
| JNBA FINANCIAL ADVISORS | 04/23/2026 | 4.00 K | $5.88 K | 100.00% | 0.02% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 3.23 K | $4.74 K | 100.00% | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 2.82 K | $3.86 K | 7.65% | 0.02% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 05/05/2026 | 2.00 K | $2.94 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 1.31 K | $1.93 K | -40.97% | 0.01% |
| ROSSBY FINANCIAL, LCC | 05/11/2026 | 1.00 K | $1.48 K | 100.00% | 0.01% |
| CENTER FOR FINANCIAL PLANNING, INC. | 05/04/2026 | 1.00 K | $1.47 K | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 05/13/2026 | 753 | $1.03 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 625 | $919 | 0.00% | 0.00% |
| BOKF, NA | 05/08/2026 | 500 | $735 | 100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 388 | $571 | 100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 39 | $58 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 35 | $51 | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 16 | $24 | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 15 | $22 | 0.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 05/11/2026 | 2 | $3 | 100.00% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 1 | $1 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| QUADRATURE CAPITAL LTD | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Beam Global institutional Ownership - FAQ's
During the previous two years, 60 institutional investors and hedge funds held shares of Beam Global. The most heavily invested institutionals were:
INTEGRITY WEALTH ADVISORS, INC.: 837,388
GEODE CAPITAL MANAGEMENT, LLC: 232,026
BlackRock, Inc.: 150,301
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 98,414
VANGUARD FIDUCIARY TRUST CO: 92,014
RENAISSANCE TECHNOLOGIES LLC: 84,600
15.28% 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.