HeartbeamBEAT
13F holders, Q1 2026 (March 31)38holders −3
6new positions
10sold out
$1.22avg. 13F price*
At the end of Q1 2026, 38 institutions reported holding Heartbeam Inc. (BEAT) in their 13F filings, down 3 from Q4 2025. 6 opened new positions and 10 sold out. The largest holders were Vanguard Capital Management LLC ($1.5M), BlackRock, Inc. ($1.1M) and Geode Capital Management, LLC ($460K).
- Company
- Heartbeam Inc.
- CUSIP
- 42238H108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $401K |
| Exits | 10 | $315K |
All 13F filers, Q4 2025 → Q1 2026: 559,313 shares bought and 254,268 shares sold, net +305,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Vanguard Capital Management LLC | 0.00% | — | 1,197,793 | $1.5M |
| BlackRock, Inc. | 0.00% | Add +0.7% | 898,321 | $1.1M |
| Geode Capital Management, LLC | 0.00% | Add +23.4% | 377,212 | $460K |
| Smith Salley Wealth Management | 0.02% | No change | 367,647 | $449K |
| UBS Group AG | 0.00% | Reduce -26.1% | 335,189 | $409K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 247,458 | $302K |
| Ritholtz Wealth Management | 0.00% | No change | 208,191 | $254K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +49.6% | 208,191 | $254K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -0.7% | 173,939 | $212K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 150,062 | $183K |
| Sigma Planning Corp | 0.00% | Add +115.0% | 132,550 | $162K |
| State Street Corp. | 0.00% | No change | 125,473 | $153K |
| Raymond James Financial Inc. | 0.00% | Add +3.8% | 105,950 | $129K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.04% | No change | 94,400 | $115K |
| Cannon Financial Strategists, Inc. | 0.01% | No change | 72,788 | $89K |
| Morgan Stanley | 0.00% | Reduce -4.9% | 58,599 | $71K |
| Northern Trust Corp. | 0.00% | No change | 58,164 | $71K |
| Stifel Financial Corp. | 0.00% | No change | 51,000 | $62K |
| Advisory Research Inc. | 0.01% | No change | 50,000 | $61K |
| D'Orazio & Associates, Inc. | 0.01% | No change | 48,987 | $60K |
| Centiva Capital, LP | 0.00% | New | 34,706 | $42K |
| Activest Wealth Management | 0.01% | Add +34.0% | 34,160 | $42K |
| Owls Nest Partners IA, LLC | 0.01% | New | 25,046 | $31K |
| Truist Financial Corp. | 0.00% | No change | 15,000 | $18K |
| Vanguard Global Advisers, LLC | 0.00% | — | 13,308 | $16K |
| XTX Topco Ltd | 0.00% | New | 11,916 | $15K |
| CIBC Bancorp USA Inc. | 0.00% | — | 10,631 | $13K |
| HB Wealth Management, LLC | 0.00% | No change | 10,000 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 9,250 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 7,359 | $9K |
| Royal Bank of Canada | 0.00% | No change | 3,000 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | New | 2,500 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 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% | No change | 1,000 | $1K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,000 | $1K |
| Citigroup Inc. | 0.00% | Add +23100.0% | 232 | $283 |
"% of holder's portfolio" is BEAT's weight in each manager's 13F, not the share of Heartbeam Inc. the manager owns.