Beam Therapeutics Inc.
MX ˙ BMV ˙ US07373V1052
SecurityMX:BEAM / Beam Therapeutics Inc.
InstitutionARK Investment Management LLC
ManagerCatherine Wood
Latest Disclosed Ownership12,467,189 shares
Ownership 12.29%
ARK Investment Management LLC ownership in BEAM / Beam Therapeutics Inc.

2026-02-03 - ARK Investment Management LLC has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 12,467,189 shares of Beam Therapeutics Inc. (MX:BEAM). This represents 12.29 percent ownership of the company. In their previous filing dated 2025-08-07 , ARK Investment Management LLC had reported owning 10,410,137 shares, indicating an increase of 19.76 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date
Effective
Date
Form Prev
Shares
Latest
Shares
ΔShares
(Percent)
Ownership
(Percent)
ΔOwnership
(Percent)
2026-02-03 2026-02-03 13G/A 10,410,137 12,467,189 19.76 12.29 18.74
2025-08-07 2025-08-07 13G/A 6,531,099 10,410,137 59.39 10.35 30.68
2025-01-10 2025-01-10 13G/A 9,393,889 6,531,099 -30.48 7.92 -31.31
2024-01-29 2024-01-29 13G/A 8,213,131 9,393,889 14.38 11.53 -1.03
2023-02-10 2023-02-10 13G/A 7,983,401 8,213,131 2.88 11.65 -0.60
2022-02-09 2022-02-09 13G/A 6,306,549 7,983,401 26.59 11.72 16.27
2021-06-10 2021-06-10 13G 6,306,549 10.08

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F Beam Therapeutics Common Stock 07373V105 12,133,433 -333,756 -2.68 289,140 -16.33 2.2485
2026-02-11 2025-12-31 13F Beam Therapeutics Common Stock 07373V105 12,467,189 1,428,355 12.94 345,590 28.99 2.2936
2025-11-12 2025-09-30 13F Beam Therapeutics Common Stock 07373V105 11,038,834 2,190,993 24.76 267,913 78.01 1.5947
2025-07-30 2025-06-30 13F Beam Therapeutics Common Stock 07373V105 8,847,841 367,752 4.34 150,502 -9.13 1.1035
2025-05-07 2025-03-31 13F Beam Therapeutics Common Stock 07373V105 8,480,089 1,412,060 19.98 165,616 -5.52 1.6577
2025-02-04 2024-12-31 13F Beam Therapeutics Common Stock 07373V105 7,068,029 536,930 8.22 175,287 9.55 1.4598
2024-10-31 2024-09-30 13F Beam Therapeutics Common Stock 07373V105 6,531,099 -1,095,040 -14.36 160,012 -10.45 1.4634
2024-07-26 2024-06-30 13F Beam Therapeutics Common Stock 07373V105 7,626,139 -556,035 -6.80 178,680 -33.91 1.5856
2024-04-18 2024-03-31 13F Beam Therapeutics Common Stock 07373V105 8,182,174 -1,211,715 -12.90 270,339 5.72 1.8718
2024-01-17 2023-12-31 13F Beam Therapeutics Common Stock 07373V105 9,393,889 609,998 6.94 255,702 21.04 1.5138
2023-10-18 2023-09-30 13F Beam Therapeutics Common Stock 07373V105 8,783,891 401,296 4.79 211,253 -21.07 1.6163
2023-07-10 2023-06-30 13F Beam Therapeutics Common Stock 07373V105 8,382,595 -190,834 -2.23 267,656 1.96 1.7720
2023-04-17 2023-03-31 13F Beam Therapeutics Common Stock 07373V105 8,573,429 360,298 4.39 262,518 -18.27 1.8042
2023-01-24 2022-12-31 13F Beam Therapeutics Common Stock 07373V105 8,213,131 -277,805 -3.27 321,216 -20.59 2.7836
2022-10-17 2022-09-30 13F Beam Therapeutics Common Stock 07373V105 8,490,936 -301,128 -3.42 404,508 30.78 2.8194
2022-07-11 2022-06-30 13F Beam Therapeutics Common Stock 07373V105 8,792,064 591,315 7.21 309,305 -34.18 1.8292
2022-04-19 2022-03-31 13F Beam Therapeutics Common Stock 07373V105 8,200,749 217,348 2.72 469,903 -26.14 1.9615
2022-01-28 2021-12-31 13F Beam Therapeutics Common Stock 07373V105 7,983,401 1,141,679 16.69 636,197 6.87 1.9232
2021-11-12 2021-09-30 13F Beam Therapeutics Common Stock 07373V105 6,841,722 380,355 5.89 595,298 -28.42 1.4295
2021-08-05 2021-06-30 13F Beam Therapeutics Common Stock 07373V105 6,461,367 1,682,263 35.20 831,643 117.41 1.5476
2021-05-13 2021-03-31 13F Beam Therapeutics Common Stock 07373V105 4,779,104 3,647,481 322.32 382,519 314.04 0.7598
2021-02-12 2020-12-31 13F Beam Therapeutics Common Stock 07373V105 1,131,623 1,131,623 92,386 0.2458
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.