HeartbeamBEAT
13F holders, Q4 2025 (December 31)41holders +3
12new positions
9sold out
$2.40avg. 13F price*
At the end of Q4 2025, 41 institutions reported holding Heartbeam Inc. (BEAT) in their 13F filings, up 3 from Q3 2025. 12 opened new positions and 9 sold out. The largest holders were Vanguard Group Inc. ($2.6M), BlackRock, Inc. ($2.1M) and UBS Group AG ($1.1M).
- Company
- Heartbeam Inc.
- CUSIP
- 42238H108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $418K |
| Exits | 9 | $204K |
All 13F filers, Q3 2025 → Q4 2025: 1,443,892 shares bought and 226,537 shares sold, net +1,217,355 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Vanguard Group Inc. | 0.00% | Reduce -3.1% | 1,084,210 | $2.6M |
| BlackRock, Inc. | 0.00% | Add +890.8% | 892,165 | $2.1M |
| UBS Group AG | 0.00% | Add +135.6% | 453,719 | $1.1M |
| Smith Salley Wealth Management | 0.04% | No change | 367,647 | $882K |
| Geode Capital Management, LLC | 0.00% | Add +4.1% | 305,740 | $734K |
| Ritholtz Wealth Management | 0.01% | Add +49.6% | 208,191 | $500K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.5% | 175,189 | $420K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 139,182 | $334K |
| State Street Corp. | 0.00% | Add +60.1% | 125,473 | $301K |
| Raymond James Financial Inc. | 0.00% | Add +15.9% | 102,050 | $245K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.08% | Add +26.9% | 94,400 | $227K |
| Cannon Financial Strategists, Inc. | 0.02% | Reduce -7.6% | 72,788 | $175K |
| Sigma Planning Corp | 0.00% | Add +45.4% | 61,650 | $148K |
| Morgan Stanley | 0.00% | Reduce -12.7% | 61,632 | $148K |
| Northern Trust Corp. | 0.00% | Add +17.5% | 58,164 | $140K |
| Stifel Financial Corp. | 0.00% | Reduce -49.0% | 51,000 | $122K |
| Advisory Research Inc. | 0.02% | No change | 50,000 | $120K |
| D'Orazio & Associates, Inc. | 0.01% | Add +48.5% | 48,987 | $118K |
| Insigneo Advisory Services, LLC | 0.01% | New | 30,645 | $74K |
| Virtu Financial LLC | 0.00% | New | 29,322 | $70K |
| Activest Wealth Management | 0.01% | New | 25,500 | $61K |
| Jane Street Group, LLC | 0.00% | New | 22,827 | $55K |
| B. Riley Wealth Advisors, Inc. | 0.00% | New | 15,000 | $36K |
| Truist Financial Corp. | 0.00% | New | 15,000 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 11,000 | $26K |
| CIBC Private Wealth Group LLC | 0.00% | New | 10,631 | $26K |
| Clarity Financial LLC | 0.00% | New | 10,504 | $25K |
| Texas Capital Bank Wealth Management Services Inc | 0.00% | No change | 10,000 | $24K |
| HB Wealth Management, LLC | 0.00% | New | 10,000 | $24K |
| Harbour Investments, Inc. | 0.00% | No change | 9,250 | $22K |
| Royal Bank of Canada | 0.00% | New | 3,000 | $7K |
| Blue Trust, Inc. | 0.00% | No change | 1,928 | $5K |
| Abound Wealth Management | 0.00% | New | 1,600 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 1,250 | $3K |
| 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% | No change | 500 | $1K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 400 | $960 |
| Bank of America Corp. | 0.00% | Add +83.9% | 57 | $136 |
| Citigroup Inc. | 0.00% | Reduce -100.0% | 1 | $2 |
"% of holder's portfolio" is BEAT's weight in each manager's 13F, not the share of Heartbeam Inc. the manager owns.