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 2025
Institutional positions in HeartBeam, Inc. as of Mar 31, 2025. 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
- 35
- +2 vs. Q4 2024
- Shares held
- 3.04M
- +391.0K (+14.8%) vs. Q4 2024
- Total value
- $6.11M
- +$17.9K (+0.3%) vs. Q4 2024
- New holders
- 4
- 10 more added
- Sold out
- 2
- 5 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding HeartBeam, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 823,013 | $1.65M | 0.00% | +59,310+7.8% | Added |
| Smith, Salley & Associates | 367,647 | $739.0K | 0.05% | +117,647+47.1% | Added |
| Geode Capital Management, LLC | 247,369 | $497.3K | 0.00% | +5,530+2.3% | Added |
| UBS Group AG | 203,037 | $408.1K | 0.00% | +43,035+26.9% | Added |
| Kestra Private Wealth Services, LLC | 142,645 | $286.7K | 0.00% | +38,299+36.7% | Added |
| O'Shaughnessy Asset Management, LLC | 139,182 | $279.8K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 139,182 | $279.8K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 100,000 | $201.0K | 0.00% | −33,334−25.0% | Reduced |
| Stifel Financial Corp | 100,000 | $201.0K | 0.00% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 80,391 | $161.6K | 0.03% | 00.0% | Unchanged |
| State Street Corp | 78,373 | $157.5K | 0.00% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 74,400 | $149.5K | 0.07% | 00.0% | Unchanged |
| BlackRock, Inc. | 73,809 | $148.4K | 0.00% | −957−1.3% | Reduced |
| Sigma Planning Corp | 73,450 | $147.6K | 0.00% | +73,450 | New |
| Morgan Stanley | 72,722 | $146.2K | 0.00% | +66,666+1,100.8% | Added |
| Susquehanna International Group, LLP | 58,766 | $118.1K | 0.00% | +15,166+34.8% | Added |
| Advisory Research Inc | 50,000 | $100.5K | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 49,515 | $99.5K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 32,987 | $66.3K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 24,132 | $48.5K | 0.00% | +2,400+11.0% | Added |
| Charles Schwab Investment Management Inc | 14,543 | $29.2K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 13,936 | $28.0K | 0.00% | +13,936 | New |
| SMART Wealth LLC | 12,000 | $24.1K | 0.01% | −12,983−52.0% | Reduced |
| GWM Advisors LLC | 11,000 | $22.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,000 | $22.1K | 0.00% | +11,000 | New |
| Cetera Investment Advisers | 10,400 | $20.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10,250 | $20.6K | 0.00% | −4,000−28.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 10,000 | $20.1K | 0.00% | 00.0% | Unchanged |
| bLong Financial, LLC | 10,000 | $20.1K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,800 | $3.62K | 0.00% | +30+1.7% | Added |
| Larson Financial Group LLC | 1,250 | $2.51K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,000 | $2.01K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,000 | $2.01K | 0.00% | +1,000 | New |
| Bank of America Corp | 189 | $380 | 0.00% | +9+5.0% | Added |
| JPMorgan Chase & Co | 44 | $88 | 0.00% | −3−6.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |