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, Q4 2025
Institutional positions in HeartBeam, Inc. as of Dec 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
- 41
- +3 vs. Q3 2025
- Shares held
- 4.56M
- +1.22M (+36.4%) vs. Q3 2025
- Total value
- $11.0M
- +$5.43M (+98.4%) vs. Q3 2025
- New holders
- 12
- 11 more added
- Sold out
- 9
- 6 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding HeartBeam, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,084,210 | $2.60M | 0.00% | −34,182−3.1% | Reduced |
| BlackRock, Inc. | 892,165 | $2.14M | 0.00% | +802,121+890.8% | Added |
| UBS Group AG | 453,719 | $1.09M | 0.00% | +261,166+135.6% | Added |
| Smith, Salley & Associates | 367,647 | $882.4K | 0.04% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 305,740 | $733.9K | 0.00% | +12,142+4.1% | Added |
| Ritholtz Wealth Management | 208,191 | $499.7K | 0.01% | +69,009+49.6% | Added |
| Kestra Private Wealth Services, LLC | 175,189 | $420.5K | 0.01% | −800−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 139,182 | $334.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 125,473 | $301.1K | 0.00% | +47,100+60.1% | Added |
| Raymond James Financial Inc | 102,050 | $244.9K | 0.00% | +14,000+15.9% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 94,400 | $226.6K | 0.08% | +20,000+26.9% | Added |
| Cannon Financial Strategists, Inc. | 72,788 | $174.7K | 0.02% | −5,951−7.6% | Reduced |
| Sigma Planning Corp | 61,650 | $148.0K | 0.00% | +19,250+45.4% | Added |
| Morgan Stanley | 61,632 | $147.9K | 0.00% | −8,989−12.7% | Reduced |
| Northern Trust Corp | 58,164 | $139.6K | 0.00% | +8,649+17.5% | Added |
| Stifel Financial Corp | 51,000 | $122.4K | 0.00% | −49,000−49.0% | Reduced |
| Advisory Research Inc | 50,000 | $120.0K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 48,987 | $117.6K | 0.02% | +16,000+48.5% | Added |
| Insigneo Advisory Services, LLC | 30,645 | $73.5K | 0.01% | +30,645 | New |
| Virtu Financial LLC | 29,322 | $70.0K | 0.00% | +29,322 | New |
| Activest Wealth Management | 25,500 | $61.2K | 0.01% | +25,500 | New |
| Jane Street Group, LLC | 22,827 | $54.8K | 0.00% | +22,827 | New |
| Truist Financial Corp | 15,000 | $36.0K | 0.00% | +15,000 | New |
| National Asset Management, Inc. | 15,000 | $36.0K | 0.00% | +15,000 | New |
| Steward Partners Investment Advisory, LLC | 11,000 | $26.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10,631 | $25.5K | 0.00% | +10,631 | New |
| Clarity Financial LLC | 10,504 | $25.2K | 0.00% | +10,504 | New |
| Texas Capital Bank Wealth Management Services Inc | 10,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,000 | $24.0K | 0.00% | +10,000 | New |
| Harbour Investments, Inc. | 9,250 | $22.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,000 | $7.00K | 0.00% | +3,000 | New |
| Ronald Blue Trust, Inc. | 1,928 | $4.63K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1,600 | $3.84K | 0.00% | +1,600 | New |
| Larson Financial Group LLC | 1,250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,000 | $2.40K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,000 | $2.40K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,000 | $2.40K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 500 | $1.20K | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 400 | $960 | 0.00% | +400 | New |
| Bank of America Corp | 57 | $136 | 0.00% | +26+83.9% | Added |
| Citigroup Inc | 1 | $2 | 0.00% | −3,889−100.0% | Reduced |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −37,752−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,927−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −14,543−100.0% | Sold out |
| SMART Wealth LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| bLong Financial, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,288−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |