Beam Global: which funds bought and sold

Institutions that bought and sold Beam Global shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 23 institutions that filed 13F reports for both quarters added to or opened positions in Beam Global, and 14 cut or closed them. Together they added a net 448K shares, +25.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 41K shares (+36.3%); index fund managers were net buyers of 80K shares (+6.6%). 12 opened a new position and 5 sold out entirely.

Bought, Q2 2026 23 institutions, 12 of them new holders Sold, Q2 2026 14 institutions, 5 of them sold out

Net change, all compared +448K shares (+25.9%)

Net change, active managers +41K shares (+36.3%), 3 bought, 1 sold

Buyers versus sellers

institutions compared, 52

23 bought 15 14 sold

Active managers and hedge funds 3 bought · 1 sold · +41K

Index fund managers 3 bought · 2 sold · +80K

Other institutions 17 bought · 11 sold · +326K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
UBS Group AG	+179K +643.3%	207K	$269,237
Jane Street Group, LLC	+121K New position	121K	$157,453
Blackrock, Inc. Index funds	+71K +47.3%	221K	$287,807
Citadel Advisors LLC Hedge fund	+64K New position	64K	$83,156
Xtx Topco Ltd	+46K New position	46K	$60,367
Vanguard Fiduciary Trust Co Index funds	+44K +48.1%	136K	$177,096
HRT Financial LP	+14K New position	14K	$18,000
Simplex Trading, LLC	+12K +84.5%	25K	$32,982
Virtu Financial LLC	+10K New position	10K	$13,000
Northern Trust Corp Index funds	+6,601 +19.8%	40K	$51,880
Engineers Gate Manager LP Hedge fund	+6,170 +49.6%	19K	$24,202
Commonwealth Retirement Investments LLC	+1,872 New position	1,872	$2,434
Tower Research Capital LLC (TRC)	+1,749 +133.4%	3,060	$3,978
Green Alpha Advisors, LLC	+1,080 +2.7%	41K	$52,657
Ifg Advisory, LLC	+400 New position	400	$520
Osaic Holdings, Inc.	+225 +1.0%	22K	$28,762
Armstrong Advisory Group, Inc	+140 New position	140	$182
FMR LLC Active manager	+109 New position	109	$142
Rockefeller Capital Management L.P.	+100 New position	100	$130
Institute For Wealth Management, Llc.	+80 New position	80	$104

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+64K New position	64K	$83,156
Engineers Gate Manager LP Hedge fund	+6,170 +49.6%	19K	$24,202
FMR LLC Active manager	+109 New position	109	$142

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Geode Capital Management, LLC Index funds	−41K −17.6%	191K	$248,714
Susquehanna International Group, LLP	−38K −38.9%	60K	$78,226
Renaissance Technologies LLC Hedge fund	−29K −34.2%	56K	$72,410
Two Sigma Securities, LLC	−13K Sold out	0	—
Pfg Investments, LLC	−5,305 −30.0%	12K	$16,072
Vanguard Global Advisers, LLC	−3,226 Sold out	0	—
Rossby Financial, Lcc	−1,000 Sold out	0	—
Morgan Stanley	−999 −8.2%	11K	$14,627
R Squared Ltd	−818 −4.6%	17K	$22,270
Vanguard Capital Management LLC Index funds	−731 −0.1%	659K	$857,163
Group One Trading LLC	−116 −0.8%	14K	$17,748
Mai Capital Management	−39 Sold out	0	—
BNP Paribas Financial Markets	−4 −26.7%	11	$14
Citigroup Inc	−1 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	−29K −34.2%	56K	$72,410

New positions

largest by value

Institution	Shares	Value June 30, 2026
Jane Street Group, LLC	121K	$157,453
Citadel Advisors LLCHedge fund	64K	$83,156
Xtx Topco Ltd	46K	$60,367
HRT Financial LP	14K	$18,000
Virtu Financial LLC	10K	$13,000
Commonwealth Retirement Investments LLC	1,872	$2,434
Ifg Advisory, LLC	400	$520
Armstrong Advisory Group, Inc	140	$182
FMR LLCActive manager	109	$142
Rockefeller Capital Management L.P.	100	$130

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Two Sigma Securities, LLC	13K	$18,393
Vanguard Global Advisers, LLC	3,226	$4,742
Rossby Financial, Lcc	1,000	$1,480
Mai Capital Management	39	$58
Citigroup Inc	1	$1

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 48
Ten largest holders: 81.1%
Index fund managers: 59.7%
Active managers and hedge funds: 7.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	3	1	2	0	+41K	+36.3%
Index fund managers	3	2	0	0	+80K	+6.6%
Other institutions	17	11	10	5	+326K	+83.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Beam Global.

Only managers that filed a holdings report for both quarters are compared (52 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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