HeartbeamBEAT

13F holders, Q2 2026 (June 30)
41holders +3
9new positions
6sold out
$0.75avg. 13F price*

At the end of Q2 2026, 41 institutions reported holding Heartbeam Inc. (BEAT) in their 13F filings, up 3 from Q1 2026. 9 opened new positions and 6 sold out. The largest holders were Vanguard Capital Management LLC ($1.6M), BlackRock, Inc. ($741K) and Corsair Capital Management, L.P. ($684K).

Company
Heartbeam Inc.
CUSIP
42238H108
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 28Q1 2024Q2 2024: 30Q2 2024Q3 2024: 32Q3 2024Q4 2024: 33Q4 2024Q1 2025: 35Q1 2025Q2 2025: 40Q2 2025Q3 2025: 38Q3 2025Q4 2025: 41Q4 2025Q1 2026: 38Q1 2026Q2 2026: 41Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions9$1.2M
Exits6$122K

All 13F filers, Q1 2026 → Q2 2026: 3,109,298 shares bought and 141,920 shares sold, net +2,967,378 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 41 holders

Vanguard Capital Management LLC 0.00% Add +78.5% 2,137,512 $1.6M
BlackRock, Inc. 0.00% Add +10.0% 987,837 $741K
Corsair Capital Management, L.P. 0.09% New 912,500 $684K
Bleichroeder LP 0.08% New 625,000 $469K
Geode Capital Management, LLC 0.00% Add +27.1% 479,386 $360K
Smith Salley Wealth Management 0.01% No change 367,647 $276K
UBS Group AG 0.00% Reduce -10.8% 298,917 $224K
Vanguard Fiduciary Trust Co. 0.00% Add +83.1% 274,818 $206K
Sigma Planning Corp 0.00% Add +86.9% 247,700 $186K
Beacon Pointe Advisors, LLC 0.00% Reduce -0.2% 247,058 $185K
Ritholtz Wealth Management 0.00% No change 208,191 $156K
O'shaughnessy Asset Management, LLC 0.00% No change 208,191 $156K
Kestra Private Wealth Services, LLC 0.00% Reduce -0.3% 173,439 $130K
Raymond James Financial Inc. 0.00% Add +26.9% 134,434 $101K
State Street Corp. 0.00% No change 125,473 $94K
Northern Trust Corp. 0.00% Add +73.9% 101,129 $76K
Spectrum Asset Management, Inc. (NB/CA) 0.02% Add +6.4% 100,400 $75K
Cannon Financial Strategists, Inc. 0.01% No change 72,788 $55K
Morgan Stanley 0.00% Reduce -2.6% 57,045 $43K
XTX Topco Ltd 0.00% Add +355.5% 54,274 $41K
Stifel Financial Corp. 0.00% No change 51,000 $38K
Advisory Research Inc. 0.00% No change 50,000 $38K
D'Orazio & Associates, Inc. 0.00% No change 48,987 $37K
CIBC Bancorp USA Inc. 0.00% Add +94.1% 20,631 $15K
Davidson Kahn Capital Management, LLC 0.01% New 17,333 $13K
Truist Financial Corp. 0.00% No change 15,000 $11K
Vanguard Global Advisers, LLC 0.00% No change 13,308 $10K
Two Sigma Investments, LP 0.00% New 12,926 $10K
J.W. Cole Advisors, Inc. 0.00% New 11,000 $8K
Commonwealth Equity Services, LLC 0.00% New 10,723 $8K
Kestra Advisory Services, LLC 0.00% New 10,000 $8K
HB Wealth Management, LLC 0.00% No change 10,000 $8K
Harbour Investments, Inc. 0.00% Reduce -5.4% 8,750 $7K
Farther Finance Advisors, LLC 0.00% New 6,000 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -41.5% 4,309 $3K
Barclays PLC 0.00% New 2,694 $2K
Blue Trust, Inc. 0.00% No change 1,928 $1K
Larson Financial Group LLC 0.00% No change 1,250 $938
Wells Fargo & Company 0.00% No change 1,000 $750
NewEdge Advisors, LLC 0.00% No change 1,000 $750
Osaic Holdings, Inc. 0.00% No change 1,000 $750

"% of holder's portfolio" is BEAT's weight in each manager's 13F, not the share of Heartbeam Inc. the manager owns.