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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

Q1 2026 vs. Q4 2025

How the institutions holding HeartBeam, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of BEAT: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders413380
Shares4.56M1.10M5.15M+1.68M (+48.3%)
Value$11.0M$2.63M$6.28M−$2.05M (−24.6%)

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (10)

Institutions that held HeartBeam, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to BEAT in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC1,197,793$1.46M0.00%
Beacon Pointe Advisors, LLC247,458$301.9K0.00%
Vanguard Fiduciary Trust Co150,062$183.1K0.00%
Centiva Capital, LP34,706$42.3K0.00%
Owls Nest Partners IA, LLC25,046$30.6K0.01%
Vanguard Global Advisers, LLC13,308$16.2K0.00%
XTX Topco Ltd11,916$14.5K0.00%
CIBC Bancorp USA Inc.10,631$13.0K0.00%
Tower Research Capital LLC (TRC)7,359$8.98K0.00%
GHP Investment Advisors, Inc.2,500$3.05K0.00%

Sold out (10)

Institutions that held HeartBeam, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of BEAT in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Insigneo Advisory Services, LLC30,645$73.5K
Virtu Financial LLC29,322$70.0K
Jane Street Group, LLC22,827$54.8K
National Asset Management, Inc.15,000$36.0K
Steward Partners Investment Advisory, LLC11,000$26.4K
Clarity Financial LLC10,504$25.2K
Texas Capital Bank Wealth Management Services Inc10,000$24.0K
Abound Wealth Management1,600$3.84K
JPMorgan Chase & Co500$1.20K
Bank of America Corp57$136

Not filed for Q1 2026 yet (3)

Institutions that held HeartBeam, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BEAT in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc1,084,210$2.60M
CIBC Private Wealth Group, LLC10,631$25.5K
Litman Gregory Asset Management LLC400$960