HeartBeam, Inc.
BEAT- Exchange
- Nasdaq
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0001779372
No open-market purchases or sales by HeartBeam, Inc. insiders were filed in the last 90 days; 41 institutions reported holding it in 13F filings for Q2 2026, worth $6.08M in total; no superinvestor holds it.
Other share classesBEATW
13F holders, Q2 2023
Institutional positions in HeartBeam, Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 28
- +10 vs. Q1 2023
- Shares held
- 1.63M
- +1.15M (+237.9%) vs. Q1 2023
- Total value
- $3.92M
- +$2.83M (+259.1%) vs. Q1 2023
- New holders
- 13
- 9 more added
- Sold out
- 3
- 2 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BEAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 41 | $6.08M |
| Q1 2026 | 38 | $6.28M |
| Q4 2025 | 41 | $11.0M |
| Q3 2025 | 38 | $5.52M |
| Q2 2025 | 40 | $4.50M |
| Q1 2025 | 35 | $6.11M |
| Q4 2024 | 33 | $6.09M |
| Q3 2024 | 32 | $6.05M |
| Q2 2024 | 30 | $5.83M |
| Q1 2024 | 28 | $4.66M |
| Q4 2023 | 33 | $5.02M |
| Q3 2023 | 28 | $3.66M |
| Q2 2023 | 28 | $3.92M |
| Q1 2023 | 18 | $1.09M |
| Q4 2022 | 15 | $1.69M |
| Q3 2022 | 13 | $474.8K |
| Q2 2022 | 7 | $300.4K |
| Q1 2022 | 7 | $959.0K |
| Q4 2021 | 7 | $1.63M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding HeartBeam, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 162 | $390 | 0.00% | +130+406.3% | Added |
| GWM Advisors LLC | 1,000 | $2.41K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,250 | $3.01K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,127 | $12.4K | 0.00% | −37−0.7% | Reduced |
| Morgan Stanley | 8,922 | $21.5K | 0.00% | +3,262+57.6% | Added |
| Signature Estate & Investment Advisors LLC | 10,000 | $24.0K | 0.00% | +10,000 | New |
| FNY Investment Advisers, LLC | 10,000 | $24.0K | 0.03% | +10,000 | New |
| Texas Capital Bank Wealth Management Services Inc | 10,000 | $24.1K | 0.00% | +10,000 | New |
| AE Wealth Management LLC | 12,983 | $31.3K | 0.00% | +12,983 | New |
| SMART Wealth LLC | 12,983 | $31.3K | 0.02% | +12,983 | New |
| Charles Schwab Investment Management Inc | 14,543 | $35.0K | 0.00% | +14,543 | New |
| BlackRock Inc. | 23,612 | $56.9K | 0.00% | +1,979+9.1% | Added |
| Harbour Investments, Inc. | 24,550 | $59.2K | 0.00% | −2,500−9.2% | Reduced |
| D'Orazio & Associates, Inc. | 32,987 | $79.5K | 0.02% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 42,900 | $103.4K | 0.05% | +42,900 | New |
| Northern Trust Corp | 47,325 | $114.1K | 0.00% | +47,325 | New |
| Bank of New York Mellon Corp | 48,690 | $117.3K | 0.00% | +31,406+181.7% | Added |
| Cannon Financial Strategists, Inc. | 62,210 | $149.9K | 0.04% | 00.0% | Unchanged |
| State Street Corp | 65,273 | $157.3K | 0.00% | +47,800+273.6% | Added |
| Baker Avenue Asset Management, LP | 66,668 | $160.7K | 0.01% | +66,668 | New |
| Kestra Private Wealth Services, LLC | 67,365 | $162.3K | 0.01% | +2,900+4.5% | Added |
| Stifel Financial Corp | 100,000 | $241.0K | 0.00% | +100,000 | New |
| Advisory Research Inc | 100,000 | $241.0K | 0.03% | +100,000 | New |
| Beacon Pointe Advisors, LLC | 133,334 | $321.3K | 0.01% | +133,334 | New |
| Vanguard Group Inc | 155,639 | $375.1K | 0.00% | +31,475+25.3% | Added |
| UBS Group AG | 161,321 | $388.8K | 0.00% | +158,576+5,776.9% | Added |
| Smith, Salley & Associates | 200,000 | $482.0K | 0.04% | +200,000 | New |
| Geode Capital Management, LLC | 208,516 | $502.5K | 0.00% | +149,826+255.3% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −23,568−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,380−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −1,876−100.0% | Sold out |