HeartbeamBEAT
13F holders, Q2 2025 (June 30)40holders +5
7new positions
2sold out
1famous investor
$1.25avg. 13F price*
At the end of Q2 2025, 40 institutions reported holding Heartbeam Inc. (BEAT) in their 13F filings, up 5 from Q1 2025. 7 opened new positions and 2 sold out. The largest holders were Vanguard Group Inc. ($1.4M), Smith Salley Wealth Management ($460K) and Geode Capital Management, LLC ($319K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Heartbeam Inc.
- CUSIP
- 42238H108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $177K |
| Exits | 2 | $21K |
All 13F filers, Q1 2025 → Q2 2025: 621,642 shares bought and 64,292 shares sold, net +557,350 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Vanguard Group Inc. | 0.00% | Add +35.9% | 1,118,392 | $1.4M |
| Smith Salley Wealth Management | 0.03% | No change | 367,647 | $460K |
| Geode Capital Management, LLC | 0.00% | Add +3.0% | 254,866 | $319K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +147.1% | 247,058 | $309K |
| UBS Group AG | 0.00% | Reduce -1.9% | 199,267 | $249K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 142,645 | $178K |
| Ritholtz Wealth Management | 0.00% | No change | 139,182 | $174K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 139,182 | $174K |
| Stifel Financial Corp. | 0.00% | No change | 100,000 | $125K |
| BlackRock, Inc. | 0.00% | Add +19.5% | 88,208 | $110K |
| State Street Corp. | 0.00% | No change | 78,373 | $98K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.04% | No change | 74,400 | $93K |
| Sigma Planning Corp | 0.00% | Add +0.5% | 73,850 | $92K |
| Morgan Stanley | 0.00% | No change | 72,722 | $91K |
| Cannon Financial Strategists, Inc. | 0.01% | Reduce -14.5% | 68,739 | $86K |
| Advisory Research Inc. | 0.01% | No change | 50,000 | $63K |
| Northern Trust Corp. | 0.00% | No change | 49,515 | $62K |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.5% | 38,472 | $48K |
| D'Orazio & Associates, Inc. | 0.01% | No change | 32,987 | $41K |
| Citadel Advisors | 0.00% | New | 29,632 | $37K |
| Raymond James Financial Inc. | 0.00% | Add +102.2% | 28,178 | $35K |
| Virtu Financial LLC | 0.00% | New | 27,345 | $34K |
| Squarepoint Ops LLC | 0.00% | New | 23,798 | $30K |
| Goldman Sachs Group Inc. | 0.00% | New | 22,999 | $29K |
| HRT Financial LP | 0.00% | New | 20,851 | $26K |
| LPL Financial LLC | 0.00% | Reduce -33.7% | 16,000 | $20K |
| Merit Financial Group, LLC | 0.00% | New | 15,274 | $19K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 14,543 | $18K |
| SMART Wealth LLC | 0.00% | No change | 12,000 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 11,000 | $14K |
| Harbour Investments, Inc. | 0.00% | No change | 10,250 | $13K |
| bLong Financial, LLC | 0.01% | No change | 10,000 | $13K |
| Texas Capital Bank Wealth Management Services Inc | 0.00% | No change | 10,000 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +42.2% | 2,560 | $3K |
| Blue Trust, Inc. | 0.00% | New | 1,928 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 1,250 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1,000 | $1K |
| NewEdge Advisors, LLC | 0.00% | Reduce -90.9% | 1,000 | $1K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,000 | $1K |
| Bank of America Corp. | 0.00% | Add +42.3% | 269 | $336 |
"% of holder's portfolio" is BEAT's weight in each manager's 13F, not the share of Heartbeam Inc. the manager owns.