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 LLC — 10.35% (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:
No comments:
Post a Comment