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 |
|---|---|---|---|---|---|
| Barclays PLC | 16 | $26 | 0.00% | +16 | New |
| Bank of America Corp | 31 | $52 | 0.00% | −238−88.5% | Reduced |
| JPMorgan Chase & Co | 500 | $825 | 0.00% | +500 | New |
| 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 |
| Larson Financial Group LLC | 1,250 | $2.06K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,288 | $2.13K | 0.00% | −1,272−49.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,928 | $3.18K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,890 | $6.42K | 0.00% | +3,890 | New |
| Harbour Investments, Inc. | 9,250 | $15.3K | 0.00% | −1,000−9.8% | Reduced |
| 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 |
| Steward Partners Investment Advisory, LLC | 11,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| SMART Wealth LLC | 12,000 | $19.8K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 14,543 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 15,200 | $25.0K | 0.00% | +15,200 | New |
| LPL Financial LLC | 16,000 | $26.4K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 16,927 | $27.9K | 0.00% | +16,927 | New |
| D'Orazio & Associates, Inc. | 32,987 | $54.4K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 37,752 | $62.3K | 0.00% | +14,753+64.1% | Added |
| Sigma Planning Corp | 42,400 | $70.0K | 0.00% | −31,450−42.6% | Reduced |
| Northern Trust Corp | 49,515 | $81.7K | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 50,000 | $82.5K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 70,621 | $116.5K | 0.00% | −2,101−2.9% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 74,400 | $122.8K | 0.04% | 00.0% | Unchanged |
| State Street Corp | 78,373 | $129.3K | 0.00% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 78,739 | $129.9K | 0.02% | +10,000+14.5% | Added |
| Raymond James Financial Inc | 88,050 | $145.3K | 0.00% | +59,872+212.5% | Added |
| BlackRock, Inc. | 90,044 | $148.6K | 0.00% | +1,836+2.1% | Added |
| Stifel Financial Corp | 100,000 | $165.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Kestra Private Wealth Services, LLC | 175,989 | $290.4K | 0.00% | +33,344+23.4% | Added |
| UBS Group AG | 192,553 | $317.7K | 0.00% | −6,714−3.4% | Reduced |
| Geode Capital Management, LLC | 293,598 | $484.5K | 0.00% | +38,732+15.2% | Added |
| Smith, Salley & Associates | 367,647 | $606.6K | 0.03% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,118,392 | $1.85M | 0.00% | 00.0% | Unchanged |
| 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 |