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, Q2 2026
Institutional positions in HeartBeam, Inc. as of Jun 30, 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
- 41
- +3 vs. Q1 2026
- Shares held
- 8.11M
- +2.97M (+57.7%) vs. Q1 2026
- Total value
- $6.08M
- −$193.1K (−3.1%) vs. Q1 2026
- New holders
- 9
- 10 more added
- Sold out
- 6
- 6 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding HeartBeam, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1,000 | $750 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,000 | $750 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,000 | $750 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,250 | $938 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,928 | $1.45K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,694 | $2.02K | 0.00% | +2,694 | New |
| Tower Research Capital LLC (TRC) | 4,309 | $3.23K | 0.00% | −3,050−41.4% | Reduced |
| Farther Finance Advisors, LLC | 6,000 | $4.50K | 0.00% | +6,000 | New |
| Harbour Investments, Inc. | 8,750 | $6.56K | 0.00% | −500−5.4% | Reduced |
| HB Wealth Management, LLC | 10,000 | $7.50K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,000 | $7.50K | 0.00% | +10,000 | New |
| Commonwealth Equity Services, LLC | 10,723 | $8.04K | 0.00% | +10,723 | New |
| J.W. Cole Advisors, Inc. | 11,000 | $8.25K | 0.00% | +11,000 | New |
| Two Sigma Investments, LP | 12,926 | $9.70K | 0.00% | +12,926 | New |
| Vanguard Global Advisers, LLC | 13,308 | $9.98K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 15,000 | $11.3K | 0.00% | 00.0% | Unchanged |
| Davidson Kahn Capital Management, LLC | 17,333 | $13.0K | 0.01% | +17,333 | New |
| CIBC Bancorp USA Inc. | 20,631 | $15.5K | 0.00% | +10,000+94.1% | Added |
| D'Orazio & Associates, Inc. | 48,987 | $36.7K | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 50,000 | $37.5K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 51,000 | $38.3K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 54,274 | $40.7K | 0.00% | +42,358+355.5% | Added |
| Morgan Stanley | 57,045 | $42.8K | 0.00% | −1,554−2.7% | Reduced |
| Cannon Financial Strategists, Inc. | 72,788 | $54.6K | 0.01% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 100,400 | $75.3K | 0.02% | +6,000+6.4% | Added |
| Northern Trust Corp | 101,129 | $75.8K | 0.00% | +42,965+73.9% | Added |
| State Street Corp | 125,473 | $94.1K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 134,434 | $100.8K | 0.00% | +28,484+26.9% | Added |
| Kestra Private Wealth Services, LLC | 173,439 | $130.1K | 0.00% | −500−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 208,191 | $156.1K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 208,191 | $156.1K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 247,058 | $185.3K | 0.00% | −400−0.2% | Reduced |
| Sigma Planning Corp | 247,700 | $185.8K | 0.00% | +115,150+86.9% | Added |
| Vanguard Fiduciary Trust Co | 274,818 | $206.1K | 0.00% | +124,756+83.1% | Added |
| UBS Group AG | 298,917 | $224.2K | 0.00% | −36,272−10.8% | Reduced |
| Smith, Salley & Associates | 367,647 | $275.7K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 479,386 | $359.6K | 0.00% | +102,174+27.1% | Added |
| Bleichroeder LP | 625,000 | $468.8K | 0.08% | +625,000 | New |
| Corsair Capital Management, L.P. | 912,500 | $684.4K | 0.09% | +912,500 | New |
| BlackRock, Inc. | 987,837 | $740.9K | 0.00% | +89,516+10.0% | Added |
| Vanguard Capital Management LLC | 2,137,512 | $1.60M | 0.00% | +939,719+78.5% | Added |
| Centiva Capital, LP | 0 | $0 | 0.00% | −34,706−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −34,160−100.0% | Sold out |
| Owls Nest Partners IA, LLC | 0 | $0 | 0.00% | −25,046−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −232−100.0% | Sold out |