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 2024
Institutional positions in HeartBeam, Inc. as of Dec 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
- 33
- +1 vs. Q3 2024
- Shares held
- 2.65M
- +36.4K (+1.4%) vs. Q3 2024
- Total value
- $6.09M
- +$39.9K (+0.7%) vs. Q3 2024
- New holders
- 5
- 9 more added
- Sold out
- 4
- 2 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding HeartBeam, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 763,703 | $1.76M | 0.00% | +12,989+1.7% | Added |
| Smith, Salley & Associates | 250,000 | $575.0K | 0.04% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 241,839 | $556.4K | 0.00% | +8,442+3.6% | Added |
| UBS Group AG | 160,002 | $368.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 139,182 | $320.1K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 139,182 | $320.1K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 133,334 | $306.7K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 104,346 | $240.0K | 0.00% | +725+0.7% | Added |
| Stifel Financial Corp | 100,000 | $230.0K | 0.00% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 80,391 | $184.9K | 0.03% | 00.0% | Unchanged |
| State Street Corp | 78,373 | $180.3K | 0.00% | +8,800+12.6% | Added |
| BlackRock, Inc. | 74,766 | $172.0K | 0.00% | +118+0.2% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 74,400 | $171.1K | 0.08% | +20,000+36.8% | Added |
| Advisory Research Inc | 50,000 | $115.0K | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 49,515 | $113.9K | 0.00% | +2,695+5.8% | Added |
| Susquehanna International Group, LLP | 43,600 | $100.3K | 0.00% | +43,600 | New |
| D'Orazio & Associates, Inc. | 32,987 | $75.9K | 0.01% | 00.0% | Unchanged |
| SMART Wealth LLC | 24,983 | $57.5K | 0.02% | +12,000+92.4% | Added |
| LPL Financial LLC | 21,732 | $50.0K | 0.00% | +21,732 | New |
| Charles Schwab Investment Management Inc | 14,543 | $33.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14,250 | $32.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,000 | $25.3K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,400 | $23.9K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 10,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| bLong Financial, LLC | 10,000 | $23.0K | 0.02% | +10,000 | New |
| Morgan Stanley | 6,056 | $13.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,900 | $11.3K | 0.00% | +4,900 | New |
| Tower Research Capital LLC (TRC) | 1,770 | $4.07K | 0.00% | −22−1.2% | Reduced |
| Larson Financial Group LLC | 1,250 | $2.88K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,000 | $2.30K | 0.00% | +1,000 | New |
| FMR LLC | 336 | $773 | 0.00% | +125+59.2% | Added |
| Bank of America Corp | 180 | $414 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 47 | $108 | 0.00% | −2−4.1% | Reduced |
| Pasadena Private Wealth, LLC | 0 | $0 | 0.00% | −60,554−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −23,919−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,603−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −11,597−100.0% | Sold out |