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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 44 | $88 | 0.00% | −3−6.4% | Reduced |
| Bank of America Corp | 189 | $380 | 0.00% | +9+5.0% | Added |
| 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 |
| Larson Financial Group LLC | 1,250 | $2.51K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,800 | $3.62K | 0.00% | +30+1.7% | Added |
| 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 |
| Harbour Investments, Inc. | 10,250 | $20.6K | 0.00% | −4,000−28.1% | Reduced |
| Cetera Investment Advisers | 10,400 | $20.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| SMART Wealth LLC | 12,000 | $24.1K | 0.01% | −12,983−52.0% | Reduced |
| Raymond James Financial Inc | 13,936 | $28.0K | 0.00% | +13,936 | New |
| Charles Schwab Investment Management Inc | 14,543 | $29.2K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 24,132 | $48.5K | 0.00% | +2,400+11.0% | Added |
| D'Orazio & Associates, Inc. | 32,987 | $66.3K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 49,515 | $99.5K | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 50,000 | $100.5K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 58,766 | $118.1K | 0.00% | +15,166+34.8% | Added |
| Morgan Stanley | 72,722 | $146.2K | 0.00% | +66,666+1,100.8% | Added |
| Sigma Planning Corp | 73,450 | $147.6K | 0.00% | +73,450 | New |
| BlackRock, Inc. | 73,809 | $148.4K | 0.00% | −957−1.3% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 74,400 | $149.5K | 0.07% | 00.0% | Unchanged |
| State Street Corp | 78,373 | $157.5K | 0.00% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 80,391 | $161.6K | 0.03% | 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 |
| 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 |
| Kestra Private Wealth Services, LLC | 142,645 | $286.7K | 0.00% | +38,299+36.7% | Added |
| UBS Group AG | 203,037 | $408.1K | 0.00% | +43,035+26.9% | Added |
| Geode Capital Management, LLC | 247,369 | $497.3K | 0.00% | +5,530+2.3% | Added |
| Smith, Salley & Associates | 367,647 | $739.0K | 0.05% | +117,647+47.1% | Added |
| Vanguard Group Inc | 823,013 | $1.65M | 0.00% | +59,310+7.8% | Added |
| 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 |