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 |
|---|---|---|---|---|---|
| Citigroup Inc | 232 | $283 | 0.00% | +231+23,100.0% | Added |
| 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 |
| Larson Financial Group LLC | 1,250 | $1.52K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,928 | $2.35K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,500 | $3.05K | 0.00% | +2,500 | New |
| Royal Bank of Canada | 3,000 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,359 | $8.98K | 0.00% | +7,359 | New |
| Harbour Investments, Inc. | 9,250 | $11.3K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 10,631 | $13.0K | 0.00% | +10,631 | New |
| XTX Topco Ltd | 11,916 | $14.5K | 0.00% | +11,916 | New |
| Vanguard Global Advisers, LLC | 13,308 | $16.2K | 0.00% | +13,308 | New |
| Truist Financial Corp | 15,000 | $18.3K | 0.00% | 00.0% | Unchanged |
| Owls Nest Partners IA, LLC | 25,046 | $30.6K | 0.01% | +25,046 | New |
| Activest Wealth Management | 34,160 | $41.7K | 0.01% | +8,660+34.0% | Added |
| Centiva Capital, LP | 34,706 | $42.3K | 0.00% | +34,706 | New |
| D'Orazio & Associates, Inc. | 48,987 | $59.8K | 0.01% | 00.0% | Unchanged |
| Advisory Research Inc | 50,000 | $61.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 51,000 | $62.2K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 58,164 | $71.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 58,599 | $71.5K | 0.00% | −3,033−4.9% | Reduced |
| Cannon Financial Strategists, Inc. | 72,788 | $88.8K | 0.01% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 94,400 | $115.2K | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Inc | 105,950 | $129.3K | 0.00% | +3,900+3.8% | Added |
| State Street Corp | 125,473 | $153.1K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 132,550 | $161.7K | 0.00% | +70,900+115.0% | Added |
| Vanguard Fiduciary Trust Co | 150,062 | $183.1K | 0.00% | +150,062 | New |
| Kestra Private Wealth Services, LLC | 173,939 | $212.2K | 0.00% | −1,250−0.7% | Reduced |
| 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 |
| Beacon Pointe Advisors, LLC | 247,458 | $301.9K | 0.00% | +247,458 | New |
| UBS Group AG | 335,189 | $408.9K | 0.00% | −118,530−26.1% | Reduced |
| Smith, Salley & Associates | 367,647 | $448.5K | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 377,212 | $460.3K | 0.00% | +71,472+23.4% | Added |
| BlackRock, Inc. | 898,321 | $1.10M | 0.00% | +6,156+0.7% | Added |
| Vanguard Capital Management LLC | 1,197,793 | $1.46M | 0.00% | +1,197,793 | New |
| 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 |