Institutional Ownership Beam Therapeutics Inc. (BEAM)
This table provides information about the institutional ownership of Beam Therapeutics Inc. (BEAM). We have compiled data on the 249 institutions that hold shares in the stock, with a total of 95 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
165
shares
|
$3,633
0.0% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
160
shares
|
$3,523
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
120
shares
|
$2,642
0.0% of portfolio
|
Q3 2023
Reduced 78.57%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
106
shares
|
$2,334
0.0% of portfolio
|
Q3 2023
Reduced 49.76%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
100
shares
|
$2,202
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
97
shares
|
$2,135
0.0% of portfolio
|
Q2 2025
Reduced 15.65%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
97
shares
|
$2,135
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
75
shares
|
$1,651
0.0% of portfolio
|
Q1 2023
Reduced 8.54%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
74
shares
|
$1,629
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
68
shares
|
$1,497
0.0% of portfolio
|
Q2 2025
Reduced 74.63%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
50
shares
|
$1,101
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
50
shares
|
$1,101
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
50
shares
|
$1,101
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
34
shares
|
$748
0.0% of portfolio
|
Q3 2025
Reduced 17.07%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
33
shares
|
$726
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
27
shares
|
$594
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
26
shares
|
$572
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
25
shares
|
$550
0.0% of portfolio
|
Q3 2025
Reduced 79.17%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
23
shares
|
$506
0.0% of portfolio
|
Q2 2025
Reduced 64.62%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
21
shares
|
$462
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
18
shares
|
$396
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
18
shares
|
$396
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15
shares
|
$330
0.0% of portfolio
|
Q1 2021
Reduced 90.51%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
15
shares
|
$330
0.0% of portfolio
|
Q1 2024
Reduced 77.27%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
14
shares
|
$308
0.0% of portfolio
|
Q3 2025
Reduced 92.51%
|
|