HeartbeamBEAT
13F holders, Q3 2025 (September 30)38holders −2
5new positions
7sold out
$1.65avg. 13F price*
At the end of Q3 2025, 38 institutions reported holding Heartbeam Inc. (BEAT) in their 13F filings, down 2 from Q2 2025. 5 opened new positions and 7 sold out. The largest holders were Vanguard Group Inc. ($1.8M), Smith Salley Wealth Management ($607K) and Geode Capital Management, LLC ($485K).
- Company
- Heartbeam Inc.
- CUSIP
- 42238H108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $60K |
| Exits | 7 | $503K |
All 13F filers, Q2 2025 → Q3 2025: 195,070 shares bought and 445,205 shares sold, net −250,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Vanguard Group Inc. | 0.00% | No change | 1,118,392 | $1.8M |
| Smith Salley Wealth Management | 0.03% | No change | 367,647 | $607K |
| Geode Capital Management, LLC | 0.00% | Add +15.2% | 293,598 | $485K |
| UBS Group AG | 0.00% | Reduce -3.4% | 192,553 | $318K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +23.4% | 175,989 | $290K |
| Ritholtz Wealth Management | 0.00% | No change | 139,182 | $230K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 139,182 | $230K |
| Stifel Financial Corp. | 0.00% | No change | 100,000 | $165K |
| BlackRock, Inc. | 0.00% | Add +2.1% | 90,044 | $149K |
| Raymond James Financial Inc. | 0.00% | Add +212.5% | 88,050 | $145K |
| Cannon Financial Strategists, Inc. | 0.02% | Add +14.6% | 78,739 | $130K |
| State Street Corp. | 0.00% | No change | 78,373 | $129K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.04% | No change | 74,400 | $123K |
| Morgan Stanley | 0.00% | Reduce -2.9% | 70,621 | $117K |
| Advisory Research Inc. | 0.01% | No change | 50,000 | $83K |
| Northern Trust Corp. | 0.00% | No change | 49,515 | $82K |
| Sigma Planning Corp | 0.00% | Reduce -42.6% | 42,400 | $70K |
| Goldman Sachs Group Inc. | 0.00% | Add +64.2% | 37,752 | $62K |
| D'Orazio & Associates, Inc. | 0.01% | No change | 32,987 | $54K |
| XTX Topco Ltd | 0.00% | New | 16,927 | $28K |
| LPL Financial LLC | 0.00% | No change | 16,000 | $26K |
| Bessemer Group Inc. | 0.00% | New | 15,200 | $25K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 14,543 | $24K |
| SMART Wealth LLC | 0.01% | No change | 12,000 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 11,000 | $18K |
| bLong Financial, LLC | 0.01% | No change | 10,000 | $17K |
| Texas Capital Bank Wealth Management Services Inc | 0.00% | No change | 10,000 | $17K |
| Harbour Investments, Inc. | 0.00% | Reduce -9.8% | 9,250 | $15K |
| Citigroup Inc. | 0.00% | New | 3,890 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 1,928 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -49.7% | 1,288 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 1,250 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1,000 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,000 | $2K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,000 | $2K |
| JPMorgan Chase & Co. | 0.00% | New | 500 | $825 |
| Bank of America Corp. | 0.00% | Reduce -88.5% | 31 | $52 |
| Barclays PLC | 0.00% | New | 16 | $26 |
"% of holder's portfolio" is BEAT's weight in each manager's 13F, not the share of Heartbeam Inc. the manager owns.