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 2025
Institutional positions in HeartBeam, Inc. as of Jun 30, 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
- 40
- +5 vs. Q1 2025
- Shares held
- 3.60M
- +557.4K (+18.3%) vs. Q1 2025
- Total value
- $4.50M
- −$1.61M (−26.4%) vs. Q1 2025
- New holders
- 7
- 8 more added
- Sold out
- 2
- 5 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding HeartBeam, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,118,392 | $1.40M | 0.00% | +295,379+35.9% | Added |
| Smith, Salley & Associates | 367,647 | $459.6K | 0.03% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 254,866 | $318.6K | 0.00% | +7,497+3.0% | Added |
| Beacon Pointe Advisors, LLC | 247,058 | $308.8K | 0.00% | +147,058+147.1% | Added |
| UBS Group AG | 199,267 | $249.1K | 0.00% | −3,770−1.9% | Reduced |
| Kestra Private Wealth Services, LLC | 142,645 | $178.3K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 139,182 | $174.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 139,182 | $174.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 100,000 | $125.0K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 88,208 | $110.3K | 0.00% | +14,399+19.5% | Added |
| State Street Corp | 78,373 | $98.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 74,400 | $93.0K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 73,850 | $92.3K | 0.00% | +400+0.5% | Added |
| Morgan Stanley | 72,722 | $90.9K | 0.00% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 68,739 | $85.9K | 0.01% | −11,652−14.5% | Reduced |
| Advisory Research Inc | 50,000 | $62.5K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 49,515 | $61.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 38,472 | $48.1K | 0.00% | −20,294−34.5% | Reduced |
| D'Orazio & Associates, Inc. | 32,987 | $41.2K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 29,632 | $37.0K | 0.00% | +29,632 | New |
| Raymond James Financial Inc | 28,178 | $35.2K | 0.00% | +14,242+102.2% | Added |
| Virtu Financial LLC | 27,345 | $34.0K | 0.00% | +27,345 | New |
| Squarepoint Ops LLC | 23,798 | $29.7K | 0.00% | +23,798 | New |
| Goldman Sachs Group Inc | 22,999 | $28.7K | 0.00% | +22,999 | New |
| HRT Financial LP | 20,851 | $26.0K | 0.00% | +20,851 | New |
| LPL Financial LLC | 16,000 | $20.0K | 0.00% | −8,132−33.7% | Reduced |
| Merit Financial Group, LLC | 15,274 | $19.1K | 0.00% | +15,274 | New |
| Charles Schwab Investment Management Inc | 14,543 | $18.2K | 0.00% | 00.0% | Unchanged |
| SMART Wealth LLC | 12,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,000 | $13.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10,250 | $12.8K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 10,000 | $12.5K | 0.00% | 00.0% | Unchanged |
| bLong Financial, LLC | 10,000 | $12.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,560 | $3.20K | 0.00% | +760+42.2% | Added |
| Ronald Blue Trust, Inc. | 1,928 | $2.41K | 0.00% | +1,928 | New |
| Larson Financial Group LLC | 1,250 | $1.56K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,000 | $1.25K | 0.00% | −10,000−90.9% | Reduced |
| Wells Fargo & Company | 1,000 | $1.25K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,000 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 269 | $336 | 0.00% | +80+42.3% | Added |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −44−100.0% | Sold out |