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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $2 | 0.00% | −3,889−100.0% | Reduced |
| Bank of America Corp | 57 | $136 | 0.00% | +26+83.9% | Added |
| Litman Gregory Asset Management LLC | 400 | $960 | 0.00% | +400 | New |
| JPMorgan Chase & Co | 500 | $1.20K | 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 |
| Larson Financial Group LLC | 1,250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1,600 | $3.84K | 0.00% | +1,600 | New |
| Ronald Blue Trust, Inc. | 1,928 | $4.63K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,000 | $7.00K | 0.00% | +3,000 | New |
| Harbour Investments, Inc. | 9,250 | $22.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Clarity Financial LLC | 10,504 | $25.2K | 0.00% | +10,504 | New |
| CIBC Private Wealth Group, LLC | 10,631 | $25.5K | 0.00% | +10,631 | New |
| Steward Partners Investment Advisory, LLC | 11,000 | $26.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Jane Street Group, LLC | 22,827 | $54.8K | 0.00% | +22,827 | New |
| Activest Wealth Management | 25,500 | $61.2K | 0.01% | +25,500 | New |
| Virtu Financial LLC | 29,322 | $70.0K | 0.00% | +29,322 | New |
| Insigneo Advisory Services, LLC | 30,645 | $73.5K | 0.01% | +30,645 | New |
| D'Orazio & Associates, Inc. | 48,987 | $117.6K | 0.02% | +16,000+48.5% | Added |
| Advisory Research Inc | 50,000 | $120.0K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 51,000 | $122.4K | 0.00% | −49,000−49.0% | Reduced |
| Northern Trust Corp | 58,164 | $139.6K | 0.00% | +8,649+17.5% | Added |
| Morgan Stanley | 61,632 | $147.9K | 0.00% | −8,989−12.7% | Reduced |
| Sigma Planning Corp | 61,650 | $148.0K | 0.00% | +19,250+45.4% | Added |
| Cannon Financial Strategists, Inc. | 72,788 | $174.7K | 0.02% | −5,951−7.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 94,400 | $226.6K | 0.08% | +20,000+26.9% | Added |
| Raymond James Financial Inc | 102,050 | $244.9K | 0.00% | +14,000+15.9% | Added |
| State Street Corp | 125,473 | $301.1K | 0.00% | +47,100+60.1% | Added |
| O'Shaughnessy Asset Management, LLC | 139,182 | $334.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 175,189 | $420.5K | 0.01% | −800−0.5% | Reduced |
| Ritholtz Wealth Management | 208,191 | $499.7K | 0.01% | +69,009+49.6% | Added |
| Geode Capital Management, LLC | 305,740 | $733.9K | 0.00% | +12,142+4.1% | Added |
| Smith, Salley & Associates | 367,647 | $882.4K | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 453,719 | $1.09M | 0.00% | +261,166+135.6% | Added |
| BlackRock, Inc. | 892,165 | $2.14M | 0.00% | +802,121+890.8% | Added |
| Vanguard Group Inc | 1,084,210 | $2.60M | 0.00% | −34,182−3.1% | 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 |