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, Q3 2023
Institutional positions in HeartBeam, Inc. as of Sep 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
- 0 vs. Q2 2023
- Shares held
- 1.70M
- +76.7K (+4.7%) vs. Q2 2023
- Total value
- $3.66M
- −$258.0K (−6.6%) vs. Q2 2023
- New holders
- 2
- 4 more added
- Sold out
- 2
- 8 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding HeartBeam, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 294,483 | $633.1K | 0.00% | +138,844+89.2% | Added |
| Geode Capital Management, LLC | 200,436 | $431.1K | 0.00% | −8,080−3.9% | Reduced |
| Smith, Salley & Associates | 200,000 | $430.0K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 160,002 | $344.0K | 0.00% | −1,319−0.8% | Reduced |
| Beacon Pointe Advisors, LLC | 133,334 | $286.7K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 100,000 | $215.0K | 0.00% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 80,391 | $172.8K | 0.04% | +18,181+29.2% | Added |
| Kestra Private Wealth Services, LLC | 74,865 | $161.0K | 0.01% | +7,500+11.1% | Added |
| Baker Avenue Asset Management, LP | 66,668 | $143.3K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 65,273 | $140.3K | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 50,000 | $107.5K | 0.01% | −50,000−50.0% | Reduced |
| Bank of New York Mellon Corp | 47,880 | $102.9K | 0.00% | −810−1.7% | Reduced |
| Northern Trust Corp | 47,325 | $101.7K | 0.00% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 44,900 | $96.5K | 0.05% | +2,000+4.7% | Added |
| D'Orazio & Associates, Inc. | 32,987 | $70.9K | 0.02% | 00.0% | Unchanged |
| BlackRock Inc. | 23,612 | $50.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 19,750 | $42.5K | 0.00% | −4,800−19.6% | Reduced |
| Charles Schwab Investment Management Inc | 14,543 | $31.3K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 12,983 | $27.9K | 0.00% | 00.0% | Unchanged |
| SMART Wealth LLC | 12,983 | $27.9K | 0.02% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 10,000 | $21.5K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 6,023 | $12.9K | 0.00% | −2,899−32.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,018 | $6.49K | 0.00% | −2,109−41.1% | Reduced |
| Larson Financial Group LLC | 1,250 | $2.69K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,000 | $2.15K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 148 | $318 | 0.00% | −14−8.6% | Reduced |
| Bank of America Corp | 132 | $284 | 0.00% | +132 | New |
| JPMorgan Chase & Co | 25 | $54 | 0.00% | +25 | New |
| Signature Estate & Investment Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |