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 |
|---|---|---|---|---|---|
| Bank of America Corp | 26 | $62 | 0.00% | −106−80.3% | Reduced |
| JPMorgan Chase & Co | 33 | $78 | 0.00% | +8+32.0% | Added |
| Wells Fargo & Company | 156 | $367 | 0.00% | +8+5.4% | Added |
| GWM Advisors LLC | 1,000 | $2.35K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1,000 | $2.35K | 0.00% | +1,000 | New |
| Larson Financial Group LLC | 1,250 | $2.94K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 6,023 | $14.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,436 | $19.8K | 0.00% | +5,418+179.5% | Added |
| 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 |
| AE Wealth Management LLC | 12,983 | $24.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,597 | $27.3K | 0.00% | +11,597 | New |
| SMART Wealth LLC | 12,983 | $30.5K | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 14,543 | $34.2K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 18,240 | $42.9K | 0.00% | −29,640−61.9% | Reduced |
| Harbour Investments, Inc. | 19,750 | $46.4K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 23,612 | $55.5K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 32,987 | $77.5K | 0.01% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 44,900 | $105.5K | 0.05% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 46,668 | $109.7K | 0.00% | −20,000−30.0% | Reduced |
| Northern Trust Corp | 47,325 | $111.2K | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 50,000 | $117.5K | 0.02% | 00.0% | Unchanged |
| State Street Corp | 65,273 | $153.4K | 0.00% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 80,391 | $188.9K | 0.04% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 82,165 | $193.1K | 0.00% | +7,300+9.8% | Added |
| Pasadena Private Wealth, LLC | 83,334 | $195.8K | 0.05% | +83,334 | New |
| Stifel Financial Corp | 100,000 | $235.0K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 133,334 | $313.3K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 141,708 | $333.0K | 0.03% | +141,708 | New |
| UBS Group AG | 177,713 | $417.6K | 0.00% | +17,711+11.1% | Added |
| Smith, Salley & Associates | 200,000 | $470.0K | 0.03% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 200,436 | $471.1K | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 500,522 | $1.18M | 0.00% | +206,039+70.0% | Added |