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, Q4 2023
Institutional positions in HeartBeam, Inc. as of Dec 31, 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
- 33
- +5 vs. Q3 2023
- Shares held
- 2.14M
- +434.4K (+25.5%) vs. Q3 2023
- Total value
- $5.02M
- +$1.36M (+37.0%) vs. Q3 2023
- New holders
- 5
- 6 more added
- Sold out
- 0
- 3 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding HeartBeam, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 500,522 | $1.18M | 0.00% | +206,039+70.0% | Added |
| Geode Capital Management, LLC | 200,436 | $471.1K | 0.00% | 00.0% | Unchanged |
| Smith, Salley & Associates | 200,000 | $470.0K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 177,713 | $417.6K | 0.00% | +17,711+11.1% | Added |
| Virtu Financial LLC | 141,708 | $333.0K | 0.03% | +141,708 | New |
| Beacon Pointe Advisors, LLC | 133,334 | $313.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 100,000 | $235.0K | 0.00% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 83,334 | $195.8K | 0.05% | +83,334 | New |
| Kestra Private Wealth Services, LLC | 82,165 | $193.1K | 0.00% | +7,300+9.8% | Added |
| Cannon Financial Strategists, Inc. | 80,391 | $188.9K | 0.04% | 00.0% | Unchanged |
| State Street Corp | 65,273 | $153.4K | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 50,000 | $117.5K | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 47,325 | $111.2K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 46,668 | $109.7K | 0.00% | −20,000−30.0% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 44,900 | $105.5K | 0.05% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 32,987 | $77.5K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 23,612 | $55.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 19,750 | $46.4K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 18,240 | $42.9K | 0.00% | −29,640−61.9% | Reduced |
| Charles Schwab Investment Management Inc | 14,543 | $34.2K | 0.00% | 00.0% | Unchanged |
| SMART Wealth LLC | 12,983 | $30.5K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,597 | $27.3K | 0.00% | +11,597 | New |
| AE Wealth Management LLC | 12,983 | $24.1K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 10,000 | $23.5K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 10,000 | $23.5K | 0.00% | +10,000 | New |
| Tower Research Capital LLC (TRC) | 8,436 | $19.8K | 0.00% | +5,418+179.5% | Added |
| Morgan Stanley | 6,023 | $14.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,250 | $2.94K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,000 | $2.35K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1,000 | $2.35K | 0.00% | +1,000 | New |
| Wells Fargo & Company | 156 | $367 | 0.00% | +8+5.4% | Added |
| JPMorgan Chase & Co | 33 | $78 | 0.00% | +8+32.0% | Added |
| Bank of America Corp | 26 | $62 | 0.00% | −106−80.3% | Reduced |