Who owns BEAM (BEAM)
Which tracked institutional funds hold BEAM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BEAM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
40 tracked funds added or opened BEAM while 74 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BEAM’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BEAM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 250 tracked filers holding BEAM, 146 increased or opened the position and 109 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BEAM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 20
- VANGUARD PORTFOLIO MANAGEMENT LLC$109M
- VANGUARD CAPITAL MANAGEMENT LLC$104M
- ADAR1 Capital Management, LLC$34M
- Deep Track Capital, LP$20M
- VANGUARD FIDUCIARY TRUST CO$16M
- Contrarius Group Holdings Ltd$13M
Full exits 21
- VANGUARD GROUP INC$232M
- MWG Caph Ltd$35M
- Woodline Partners LP$28M
- TWO SIGMA ADVISERS, LP$15M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$14M
- Caption Management, LLC$5M
Largest adds
- Kynam Capital Management, LP$20M
- Qube Research & Technologies Ltd$15M
- GOLDMAN SACHS GROUP INC$9M
- RENAISSANCE TECHNOLOGIES LLC$8M
- CITADEL ADVISORS LLC$6M
- BNP PARIBAS FINANCIAL MARKETS$4M
Largest trims
- ARK Investment Management LLC$56M
- FARALLON CAPITAL MANAGEMENT LLC$37M
- FMR LLC$34M
- BlackRock, Inc.$32M
- Sumitomo Mitsui Trust Group, Inc.$31M
- Amova Asset Management Americas, Inc.$31M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 12,447,299 | $297M | 9.8% | 2026-Q1 |
| ARK Investment Management LLC trimmed | 12,133,433 | $289M | 9.6% | 2026-Q1 |
| FARALLON CAPITAL MANAGEMENT LLC added | 10,134,696 | $242M | 8.0% | 2026-Q1 |
| BlackRock, Inc. added | 8,487,569 | $202M | 6.7% | 2026-Q1 |
| STATE STREET CORP added | 5,699,265 | $136M | 4.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,570,797 | $109M | 3.6% | 2026-Q1 |
| ARCH Venture Management, LLC | 4,540,132 | $108M | 3.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,377,374 | $104M | 3.5% | 2026-Q1 |
| Amova Asset Management Americas, Inc. trimmed | 3,825,585 | $91M | 3.0% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 3,825,585 | $91M | 3.0% | 2026-Q1 |
| Kynam Capital Management, LP added | 3,682,185 | $88M | 2.9% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 2,713,230 | $65M | 2.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,418,592 | $58M | 1.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,154,575 | $51M | 1.7% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,653,714 | $39M | 1.3% | 2026-Q1 |
| ADAR1 Capital Management, LLC added | 1,446,375 | $34M | 1.1% | 2026-Q1 |
| Casdin Capital, LLC trimmed | 1,350,000 | $32M | 1.1% | 2026-Q1 |
| Redmile Group, LLC trimmed | 1,237,659 | $29M | 1.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,210,853 | $29M | 1.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,084,768 | $26M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,005,743 | $24M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 826,061 | $20M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 825,580 | $20M | 0.7% | 2026-Q1 |
| Deep Track Capital, LP added | 820,765 | $20M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 808,436 | $19M | 0.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 700,647 | $17M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 684,870 | $16M | 0.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 648,264 | $15M | 0.5% | 2026-Q1 |
| RTW INVESTMENTS, LP | 570,394 | $14M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 538,290 | $13M | 0.4% | 2026-Q1 |
| Contrarius Group Holdings Ltd trimmed | 533,443 | $13M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 528,970 | $13M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 513,578 | $12M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 551,355 | $12M | 0.4% | 2026-Q1 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd trimmed | 488,417 | $12M | 0.4% | 2026-Q1 |
| Elmind Capital, LP | 476,338 | $11M | 0.4% | 2026-Q1 |
| BAILLIE GIFFORD & CO trimmed | 385,891 | $9M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 344,486 | $8M | 0.3% | 2026-Q1 |
| Alphabet Inc. | 321,604 | $8M | 0.3% | 2026-Q1 |
| Integral Health Asset Management, LLC trimmed | 300,000 | $7M | 0.2% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 297,504 | $7M | 0.2% | 2026-Q1 |
| PEREGRINE INVESTMENT MANAGEMENT INC added | 260,050 | $6M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 232,596 | $6M | 0.2% | 2026-Q1 |
| Man Group plc added | 231,994 | $6M | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 219,961 | $5M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 219,426 | $5M | 0.2% | 2026-Q1 |
| Liontrust Investment Partners LLP | 170,404 | $5M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 180,600 | $4M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 178,391 | $4M | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 176,865 | $4M | 0.1% | 2026-Q1 |
| TD Asset Management Inc trimmed | 176,024 | $4M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 172,948 | $4M | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 168,673 | $4M | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 164,292 | $4M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 151,403 | $4M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 144,722 | $3M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 139,241 | $3M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 138,132 | $3M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 135,166 | $3M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 132,249 | $3M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 105,120 | $3M | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC added | 121,230 | $3M | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 118,018 | $3M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 112,239 | $3M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 107,741 | $3M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 102,129 | $2M | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 98,992 | $2M | 0.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 93,253 | $2M | 0.1% | 2026-Q1 |
| Jump Financial, LLC trimmed | 89,386 | $2M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 87,141 | $2M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 81,912 | $2M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 80,697 | $2M | 0.1% | 2026-Q1 |
| PROFUND ADVISORS LLC added | 77,095 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 8,383,952 | $232M | 7.7% | 2025-Q4 stale |
| MWG Management Ltd. | 2,266,934 | $55M | 1.8% | 2025-Q3 stale |
| Temasek Holdings (Private) Ltd | 1,812,972 | $35M | 1.2% | 2025-Q1 stale |
| MWG Caph Ltd new | 1,266,934 | $35M | 1.2% | 2025-Q4 stale |
| Woodline Partners LP added | 993,066 | $28M | 0.9% | 2025-Q4 stale |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) new | 877,809 | $17M | 0.6% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 527,802 | $15M | 0.5% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 492,430 | $14M | 0.5% | 2025-Q4 stale |
| EcoR1 Capital, LLC added | 526,685 | $10M | 0.3% | 2025-Q1 stale |
| TANG CAPITAL MANAGEMENT LLC added | 255,000 | $6M | 0.2% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 310,010 | $5M | 0.2% | 2025-Q2 stale |
| Caption Management, LLC trimmed | 178,352 | $5M | 0.2% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP trimmed | 163,316 | $5M | 0.1% | 2025-Q4 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 175,000 | $4M | 0.1% | 2025-Q3 stale |
| SummitTX Capital, L.P. added | 137,946 | $4M | 0.1% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC trimmed | 128,360 | $4M | 0.1% | 2025-Q4 stale |
| GREAT POINT PARTNERS LLC new | 175,562 | $3M | 0.1% | 2025-Q1 stale |
| Bellevue Group AG trimmed | 111,510 | $3M | 0.1% | 2025-Q4 stale |
| Rock Springs Capital Management LP trimmed | 150,020 | $3M | 0.1% | 2025-Q1 stale |
| Avidity Partners Management LP trimmed | 112,000 | $3M | 0.1% | 2025-Q3 stale |
| Squarepoint Ops LLC added | 138,765 | $2M | 0.1% | 2025-Q2 stale |
| READYSTATE ASSET MANAGEMENT LP new | 93,930 | $2M | 0.1% | 2025-Q3 stale |
| AMERIPRISE FINANCIAL INC trimmed | 88,732 | $2M | 0.1% | 2025-Q3 stale |
| DekaBank Deutsche Girozentrale | 50,000 | $2M | 0.1% | 2025-Q4 stale |
| Allostery Investments LP new | 92,754 | $2M | 0.1% | 2025-Q1 stale |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 60,759 | $2M | 0.1% | 2025-Q4 stale |
| Clarius Group, LLC | 60,615 | $2M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.