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, Q1 2026
Institutional positions in HeartBeam, Inc. as of Mar 31, 2026. 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
- 0 vs. Q4 2025
- Shares held
- 5.15M
- +1.68M (+48.3%) vs. Q4 2025
- Total value
- $6.28M
- −$2.05M (−24.6%) vs. Q4 2025
- New holders
- 10
- 7 more added
- Sold out
- 10
- 3 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding HeartBeam, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 1,197,793 | $1.46M | 0.00% | +1,197,793 | New |
| BlackRock, Inc. | 898,321 | $1.10M | 0.00% | +6,156+0.7% | Added |
| Geode Capital Management, LLC | 377,212 | $460.3K | 0.00% | +71,472+23.4% | Added |
| Smith, Salley & Associates | 367,647 | $448.5K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 335,189 | $408.9K | 0.00% | −118,530−26.1% | Reduced |
| Beacon Pointe Advisors, LLC | 247,458 | $301.9K | 0.00% | +247,458 | New |
| Ritholtz Wealth Management | 208,191 | $254.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 208,191 | $254.0K | 0.00% | +69,009+49.6% | Added |
| Kestra Private Wealth Services, LLC | 173,939 | $212.2K | 0.00% | −1,250−0.7% | Reduced |
| Vanguard Fiduciary Trust Co | 150,062 | $183.1K | 0.00% | +150,062 | New |
| Sigma Planning Corp | 132,550 | $161.7K | 0.00% | +70,900+115.0% | Added |
| State Street Corp | 125,473 | $153.1K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 105,950 | $129.3K | 0.00% | +3,900+3.8% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 94,400 | $115.2K | 0.04% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 72,788 | $88.8K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 58,599 | $71.5K | 0.00% | −3,033−4.9% | Reduced |
| Northern Trust Corp | 58,164 | $71.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 51,000 | $62.2K | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 50,000 | $61.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 48,987 | $59.8K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 34,706 | $42.3K | 0.00% | +34,706 | New |
| Activest Wealth Management | 34,160 | $41.7K | 0.01% | +8,660+34.0% | Added |
| Owls Nest Partners IA, LLC | 25,046 | $30.6K | 0.01% | +25,046 | New |
| Truist Financial Corp | 15,000 | $18.3K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 13,308 | $16.2K | 0.00% | +13,308 | New |
| XTX Topco Ltd | 11,916 | $14.5K | 0.00% | +11,916 | New |
| CIBC Bancorp USA Inc. | 10,631 | $13.0K | 0.00% | +10,631 | New |
| HB Wealth Management, LLC | 10,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9,250 | $11.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,359 | $8.98K | 0.00% | +7,359 | New |
| Royal Bank of Canada | 3,000 | $4.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,500 | $3.05K | 0.00% | +2,500 | New |
| Ronald Blue Trust, Inc. | 1,928 | $2.35K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,250 | $1.52K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,000 | $1.22K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,000 | $1.22K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,000 | $1.22K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 232 | $283 | 0.00% | +231+23,100.0% | Added |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −30,645−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −29,322−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −22,827−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Clarity Financial LLC | 0 | $0 | 0.00% | −10,504−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Litman Gregory Asset Management LLC | – | – | – | – | Not filed |