"Patience is a Super Power" - "The Money is in the waiting"

Thursday, September 25, 2025

Today, I revisited BEAM Therapeutics and noted institutional investors increasing their positions! Here's the lowdown!

Quite a few funds besides Peregrine (17% this month) boosted their positions in BEAM Therapeutics in the last ~3 months. 

The biggest disclosed step-ups were by FMR LLC (Fidelity) and ARK Investment Management, both via fresh 13G/A filings in August 2025. I’ve also included several smaller 13F increases.




Notable increases in the past ~3 months

  • FMR LLC (Fidelity) filed a 13G/A on Aug 6, 2025, lifting its stake to 15.00% (15,083,498 sh)—a large increase from prior. Fintel

  • ARK Investment Management filed a 13G/A on Aug 7, 2025, lifting to 10.35% (10,410,137 sh). Fintel

  • Legal & General Group Plc (13F, filed Aug 12, 2025) reported 102,646 sh, up +8.48% q/q. Fintel

  • VanEck Associates (13F, filed Aug 14, 2025) reported 1,451 sh, up +11.27% (tiny but technically an increase). Fintel

  • AMG National Trust Bank (13F, filed Aug 4, 2025) reported 17,007 sh, up +289% q/q. Fintel

(And yes, Peregrine Investment Management disclosed a +17.8% increase (to 264,260 sh) in its latest 13F, covered by MarketBeat on Sept 24, 2025. ) MarketBeat

Note: 13G/A stakes (FMR, ARK) are the cleanest % of shares-out data. 13F changes indicate direction q/q but do not include exact ownership % of the company and lag by up to ~45 days.

“All” institutional investors & their % stakes

There are roughly ~455 institutional holders on record for BEAM. Publishing all of them (with % stakes) doesn’t fit here, but below are the principal holders with the best available % figures from recent filings. For >5% owners, I use the 13G/A numbers (most authoritative for company %); for others I cite aggregated holder pages that estimate % of shares outstanding.

Top institutional holders (latest reported % of shares outstanding):

  • FMR LLC (Fidelity)15.00% (13G/A, Aug 6, 2025). Fintel

  • ARK Investment Management LLC10.35% (13G/A, Aug 7, 2025). Fintel

  • Farallon Capital Management~9.99% (13G/A, May 13, 2025; still current in Fintel roster). Fintel

  • The Vanguard Group, Inc.~9.88% (aggregator snapshot). Investing.com

  • BlackRock, Inc.~8.14% (aggregator snapshot). Investing.com

  • State Street Global Advisors~3.70% (aggregator snapshot). Investing.com

  • Arch Venture Partners~4.62% (aggregator snapshot; also on Fintel 13D/G roster). Investing.com+1

  • Amova Asset Management~4.81% (aggregator snapshot). Investing.com

  • Farallon Healthcare Partners~5.87% (aggregator snapshot). Investing.com

  • Bellevue Asset Management~2.94% (aggregator snapshot). Investing.com

  • T. Rowe Price Group~2.49% (aggregator snapshot). Investing.com

For the full institutional roster (hundreds of entries) with adds/cuts and effective dates, Fintel’s BEAM ownership page is the most complete live index and shows both the headline owner count (~455) and recent filings; many details beyond the top tier are behind their login/paywall. Fintel

Ed Note:

We have also increased our position in BEAM in September!

Related Articles:

BEAM Therapeutics getting closer to FDA approvals for cutting edge therapies


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