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 |
|---|---|---|---|---|---|
| Bank of America Corp | 269 | $336 | 0.00% | +80+42.3% | Added |
| 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 |
| Larson Financial Group LLC | 1,250 | $1.56K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,928 | $2.41K | 0.00% | +1,928 | New |
| Tower Research Capital LLC (TRC) | 2,560 | $3.20K | 0.00% | +760+42.2% | Added |
| 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 |
| Harbour Investments, Inc. | 10,250 | $12.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,000 | $13.8K | 0.00% | 00.0% | Unchanged |
| SMART Wealth LLC | 12,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 14,543 | $18.2K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 15,274 | $19.1K | 0.00% | +15,274 | New |
| LPL Financial LLC | 16,000 | $20.0K | 0.00% | −8,132−33.7% | Reduced |
| HRT Financial LP | 20,851 | $26.0K | 0.00% | +20,851 | New |
| Goldman Sachs Group Inc | 22,999 | $28.7K | 0.00% | +22,999 | New |
| Squarepoint Ops LLC | 23,798 | $29.7K | 0.00% | +23,798 | New |
| Virtu Financial LLC | 27,345 | $34.0K | 0.00% | +27,345 | New |
| Raymond James Financial Inc | 28,178 | $35.2K | 0.00% | +14,242+102.2% | Added |
| Citadel Advisors LLC | 29,632 | $37.0K | 0.00% | +29,632 | New |
| D'Orazio & Associates, Inc. | 32,987 | $41.2K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 38,472 | $48.1K | 0.00% | −20,294−34.5% | Reduced |
| Northern Trust Corp | 49,515 | $61.9K | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 50,000 | $62.5K | 0.01% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 68,739 | $85.9K | 0.01% | −11,652−14.5% | Reduced |
| Morgan Stanley | 72,722 | $90.9K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 73,850 | $92.3K | 0.00% | +400+0.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 74,400 | $93.0K | 0.04% | 00.0% | Unchanged |
| State Street Corp | 78,373 | $98.0K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 88,208 | $110.3K | 0.00% | +14,399+19.5% | Added |
| Stifel Financial Corp | 100,000 | $125.0K | 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 |
| Kestra Private Wealth Services, LLC | 142,645 | $178.3K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 199,267 | $249.1K | 0.00% | −3,770−1.9% | Reduced |
| Beacon Pointe Advisors, LLC | 247,058 | $308.8K | 0.00% | +147,058+147.1% | Added |
| Geode Capital Management, LLC | 254,866 | $318.6K | 0.00% | +7,497+3.0% | Added |
| Smith, Salley & Associates | 367,647 | $459.6K | 0.03% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,118,392 | $1.40M | 0.00% | +295,379+35.9% | 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 |