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, Q1 2024
Institutional positions in HeartBeam, Inc. as of Mar 31, 2024. 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
- −5 vs. Q4 2023
- Shares held
- 2.14M
- −85 (0.0%) vs. Q4 2023
- Total value
- $4.66M
- −$357.3K (−7.1%) vs. Q4 2023
- New holders
- 0
- 8 more added
- Sold out
- 5
- 6 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding HeartBeam, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 159 | $347 | 0.00% | +3+1.9% | Added |
| Larson Financial Group LLC | 1,250 | $2.73K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,973 | $6.48K | 0.00% | −5,463−64.8% | Reduced |
| Morgan Stanley | 8,023 | $17.5K | 0.00% | +2,000+33.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 10,000 | $21.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,000 | $24.0K | 0.00% | +10,000+1,000.0% | Added |
| Advisor Group Holdings, Inc. | 11,597 | $25.3K | 0.00% | 00.0% | Unchanged |
| SMART Wealth LLC | 12,983 | $28.3K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 13,100 | $28.6K | 0.00% | +3,100+31.0% | Added |
| Harbour Investments, Inc. | 14,250 | $31.1K | 0.00% | −5,500−27.8% | Reduced |
| Charles Schwab Investment Management Inc | 14,543 | $31.7K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 23,612 | $51.5K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 28,868 | $63.0K | 0.00% | −112,840−79.6% | Reduced |
| D'Orazio & Associates, Inc. | 32,987 | $71.9K | 0.01% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 44,900 | $97.9K | 0.04% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 46,614 | $101.6K | 0.00% | −54−0.1% | Reduced |
| Northern Trust Corp | 47,325 | $103.2K | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 50,000 | $109.0K | 0.02% | 00.0% | Unchanged |
| State Street Corp | 65,273 | $142.3K | 0.00% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 80,391 | $175.3K | 0.03% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 82,559 | $180.0K | 0.04% | −775−0.9% | Reduced |
| Kestra Private Wealth Services, LLC | 90,290 | $196.8K | 0.00% | +8,125+9.9% | Added |
| Stifel Financial Corp | 100,000 | $218.0K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 133,334 | $290.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 161,615 | $352.3K | 0.00% | −16,098−9.1% | Reduced |
| Geode Capital Management, LLC | 208,694 | $455.1K | 0.00% | +8,258+4.1% | Added |
| Smith, Salley & Associates | 250,000 | $545.0K | 0.04% | +50,000+25.0% | Added |
| Vanguard Group Inc | 591,963 | $1.29M | 0.00% | +91,441+18.3% | Added |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −18,240−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −12,983−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −26−100.0% | Sold out |