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 2024
Institutional positions in HeartBeam, Inc. as of Sep 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
- 32
- +3 vs. Q2 2024
- Shares held
- 2.61M
- +395.2K (+17.8%) vs. Q2 2024
- Total value
- $6.05M
- +$353.9K (+6.2%) vs. Q2 2024
- New holders
- 6
- 7 more added
- Sold out
- 3
- 2 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding HeartBeam, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 49 | $114 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 180 | $418 | 0.00% | +14+8.4% | Added |
| FMR LLC | 211 | $490 | 0.00% | +163+339.6% | Added |
| Larson Financial Group LLC | 1,250 | $2.90K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,792 | $4.16K | 0.00% | −4,518−71.6% | Reduced |
| Morgan Stanley | 6,056 | $14.1K | 0.00% | +1,700+39.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 10,000 | $23.2K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,400 | $24.1K | 0.00% | +10,400 | New |
| GWM Advisors LLC | 11,000 | $25.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,597 | $26.9K | 0.00% | 00.0% | Unchanged |
| SMART Wealth LLC | 12,983 | $30.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14,250 | $33.1K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 14,543 | $33.7K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 14,603 | $33.9K | 0.00% | +14,603 | New |
| Two Sigma Securities, LLC | 23,919 | $55.5K | 0.00% | +23,919 | New |
| D'Orazio & Associates, Inc. | 32,987 | $76.5K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 46,820 | $108.6K | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 50,000 | $116.0K | 0.02% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 54,400 | $126.2K | 0.05% | −52,800−49.3% | Reduced |
| Pasadena Private Wealth, LLC | 60,554 | $140.5K | 0.03% | +1,850+3.2% | Added |
| State Street Corp | 69,573 | $161.4K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 74,648 | $173.2K | 0.00% | +74,648 | New |
| Cannon Financial Strategists, Inc. | 80,391 | $186.5K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 100,000 | $232.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 103,621 | $240.4K | 0.00% | +12,606+13.9% | Added |
| Beacon Pointe Advisors, LLC | 133,334 | $309.3K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 139,182 | $314.6K | 0.00% | +139,182 | New |
| Ritholtz Wealth Management | 139,182 | $322.9K | 0.01% | +139,182 | New |
| UBS Group AG | 160,002 | $371.2K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 233,397 | $541.6K | 0.00% | +20,309+9.5% | Added |
| Smith, Salley & Associates | 250,000 | $580.0K | 0.04% | 00.0% | Unchanged |
| Vanguard Group Inc | 750,714 | $1.74M | 0.00% | +36,864+5.2% | Added |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −21,614−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |