HeartbeamBEAT
13F holders, Q1 2025 (March 31)35holders +2
4new positions
2sold out
$2.01avg. 13F price*
At the end of Q1 2025, 35 institutions reported holding Heartbeam Inc. (BEAT) in their 13F filings, up 2 from Q4 2024. 4 opened new positions and 2 sold out. The largest holders were Vanguard Group Inc. ($1.7M), Smith Salley Wealth Management ($739K) and Geode Capital Management, LLC ($497K).
- Company
- Heartbeam Inc.
- CUSIP
- 42238H108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $200K |
| Exits | 2 | $12K |
All 13F filers, Q4 2024 → Q1 2025: 447,478 shares bought and 56,513 shares sold, net +390,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Vanguard Group Inc. | 0.00% | Add +7.8% | 823,013 | $1.7M |
| Smith Salley Wealth Management | 0.05% | Add +47.1% | 367,647 | $739K |
| Geode Capital Management, LLC | 0.00% | Add +2.3% | 247,369 | $497K |
| UBS Group AG | 0.00% | Add +26.9% | 203,037 | $408K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +36.7% | 142,645 | $287K |
| Ritholtz Wealth Management | 0.01% | No change | 139,182 | $280K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 139,182 | $280K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -25.0% | 100,000 | $201K |
| Stifel Financial Corp. | 0.00% | No change | 100,000 | $201K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 80,391 | $162K |
| State Street Corp. | 0.00% | No change | 78,373 | $158K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.07% | No change | 74,400 | $150K |
| BlackRock, Inc. | 0.00% | Reduce -1.3% | 73,809 | $148K |
| Sigma Planning Corp | 0.00% | New | 73,450 | $148K |
| Morgan Stanley | 0.00% | Add +1100.8% | 72,722 | $146K |
| Susquehanna International Group, LLP | 0.00% | Add +34.8% | 58,766 | $118K |
| Advisory Research Inc. | 0.02% | No change | 50,000 | $101K |
| Northern Trust Corp. | 0.00% | No change | 49,515 | $100K |
| D'Orazio & Associates, Inc. | 0.01% | No change | 32,987 | $66K |
| LPL Financial LLC | 0.00% | Add +11.0% | 24,132 | $49K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 14,543 | $29K |
| Raymond James Financial Inc. | 0.00% | New | 13,936 | $28K |
| SMART Wealth LLC | 0.01% | Reduce -52.0% | 12,000 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 11,000 | $22K |
| NewEdge Advisors, LLC | 0.00% | No change | 11,000 | $22K |
| Cetera Investment Advisers | 0.00% | No change | 10,400 | $21K |
| Harbour Investments, Inc. | 0.00% | Reduce -28.1% | 10,250 | $21K |
| bLong Financial, LLC | 0.02% | No change | 10,000 | $20K |
| Texas Capital Bank Wealth Management Services Inc | 0.00% | No change | 10,000 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1.7% | 1,800 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 1,250 | $3K |
| Wells Fargo & Company | 0.00% | No change | 1,000 | $2K |
| Osaic Holdings, Inc. | 0.00% | New | 1,000 | $2K |
| Bank of America Corp. | 0.00% | Add +5.0% | 189 | $380 |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.4% | 44 | $88 |
"% of holder's portfolio" is BEAT's weight in each manager's 13F, not the share of Heartbeam Inc. the manager owns.