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 2024
Institutional positions in HeartBeam, Inc. as of Jun 30, 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
- 30
- +2 vs. Q1 2024
- Shares held
- 2.27M
- +129.6K (+6.1%) vs. Q1 2024
- Total value
- $5.83M
- +$1.17M (+25.0%) vs. Q1 2024
- New holders
- 5
- 7 more added
- Sold out
- 3
- 5 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding HeartBeam, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 48 | $124 | 0.00% | +48 | New |
| JPMorgan Chase & Co | 49 | $126 | 0.00% | +49 | New |
| Bank of America Corp | 166 | $427 | 0.00% | +166 | New |
| Assetmark, Inc | 700 | $1.80K | 0.00% | +700 | New |
| Royal Bank of Canada | 600 | $2.00K | 0.00% | +600 | New |
| Larson Financial Group LLC | 1,250 | $3.21K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 4,356 | $11.2K | 0.00% | −3,667−45.7% | Reduced |
| Tower Research Capital LLC (TRC) | 6,310 | $16.2K | 0.00% | +3,337+112.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 10,000 | $25.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,000 | $28.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,597 | $29.8K | 0.00% | 00.0% | Unchanged |
| SMART Wealth LLC | 12,983 | $33.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14,250 | $36.6K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 14,543 | $37.4K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 21,614 | $55.5K | 0.00% | −25,000−53.6% | Reduced |
| D'Orazio & Associates, Inc. | 32,987 | $84.8K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 46,820 | $120.3K | 0.00% | −505−1.1% | Reduced |
| Advisory Research Inc | 50,000 | $128.5K | 0.02% | 00.0% | Unchanged |
| BlackRock Inc. | 51,438 | $132.2K | 0.00% | +27,826+117.8% | Added |
| Pasadena Private Wealth, LLC | 58,704 | $150.9K | 0.03% | −23,855−28.9% | Reduced |
| State Street Corp | 69,573 | $178.8K | 0.00% | +4,300+6.6% | Added |
| Cannon Financial Strategists, Inc. | 80,391 | $206.6K | 0.04% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 91,015 | $233.9K | 0.00% | +725+0.8% | Added |
| Stifel Financial Corp | 100,000 | $257.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 107,200 | $275.5K | 0.13% | +62,300+138.8% | Added |
| Beacon Pointe Advisors, LLC | 133,334 | $342.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 160,002 | $411.2K | 0.00% | −1,613−1.0% | Reduced |
| Geode Capital Management, LLC | 213,088 | $547.8K | 0.00% | +4,394+2.1% | Added |
| Smith, Salley & Associates | 250,000 | $642.5K | 0.05% | 00.0% | Unchanged |
| Vanguard Group Inc | 713,850 | $1.83M | 0.00% | +121,887+20.6% | Added |
| Virtu Financial LLC | 0 | $0 | 0.00% | −28,868−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −159−100.0% | Sold out |