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, Q3 2025
Institutional positions in HeartBeam, Inc. as of Sep 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
- 38
- −2 vs. Q2 2025
- Shares held
- 3.35M
- −250.1K (−7.0%) vs. Q2 2025
- Total value
- $5.52M
- +$1.03M (+22.8%) vs. Q2 2025
- New holders
- 5
- 6 more added
- Sold out
- 7
- 6 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding HeartBeam, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,118,392 | $1.85M | 0.00% | 00.0% | Unchanged |
| Smith, Salley & Associates | 367,647 | $606.6K | 0.03% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 293,598 | $484.5K | 0.00% | +38,732+15.2% | Added |
| UBS Group AG | 192,553 | $317.7K | 0.00% | −6,714−3.4% | Reduced |
| Kestra Private Wealth Services, LLC | 175,989 | $290.4K | 0.00% | +33,344+23.4% | Added |
| O'Shaughnessy Asset Management, LLC | 139,182 | $229.7K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 139,182 | $229.7K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 100,000 | $165.0K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 90,044 | $148.6K | 0.00% | +1,836+2.1% | Added |
| Raymond James Financial Inc | 88,050 | $145.3K | 0.00% | +59,872+212.5% | Added |
| Cannon Financial Strategists, Inc. | 78,739 | $129.9K | 0.02% | +10,000+14.5% | Added |
| State Street Corp | 78,373 | $129.3K | 0.00% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 74,400 | $122.8K | 0.04% | 00.0% | Unchanged |
| Morgan Stanley | 70,621 | $116.5K | 0.00% | −2,101−2.9% | Reduced |
| Advisory Research Inc | 50,000 | $82.5K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 49,515 | $81.7K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 42,400 | $70.0K | 0.00% | −31,450−42.6% | Reduced |
| Goldman Sachs Group Inc | 37,752 | $62.3K | 0.00% | +14,753+64.1% | Added |
| D'Orazio & Associates, Inc. | 32,987 | $54.4K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 16,927 | $27.9K | 0.00% | +16,927 | New |
| LPL Financial LLC | 16,000 | $26.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 15,200 | $25.0K | 0.00% | +15,200 | New |
| Charles Schwab Investment Management Inc | 14,543 | $24.0K | 0.00% | 00.0% | Unchanged |
| SMART Wealth LLC | 12,000 | $19.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 10,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| bLong Financial, LLC | 10,000 | $16.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9,250 | $15.3K | 0.00% | −1,000−9.8% | Reduced |
| Citigroup Inc | 3,890 | $6.42K | 0.00% | +3,890 | New |
| Ronald Blue Trust, Inc. | 1,928 | $3.18K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,288 | $2.13K | 0.00% | −1,272−49.7% | Reduced |
| Larson Financial Group LLC | 1,250 | $2.06K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,000 | $1.65K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,000 | $1.65K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,000 | $1.65K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 500 | $825 | 0.00% | +500 | New |
| Bank of America Corp | 31 | $52 | 0.00% | −238−88.5% | Reduced |
| Barclays PLC | 16 | $26 | 0.00% | +16 | New |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −247,058−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −38,472−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −29,632−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −27,345−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −23,798−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −20,851−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −15,274−100.0% | Sold out |