HeartBeam, Inc. (BEAT) Institutional Ownership

Institutions by Trading Activity

31,242,424Shares Outstanding

0Shares held by institutions

$0Value of institutional holdings

0.01%Institutional ownership %

0.00%Shares Changed QoQ

1No. of institutional investors

According to SEC filings for the period ending December 2025, HeartBeam, Inc. (NASDAQ:BEAT) is held by 1 institutional firms.

Institutional ownership in HeartBeam edged down to 0.0% in December 2025, compared to 10.7% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by nan%, with a year-over-year a decrease of 97.06% in the count of filers.
The latest 13F cycle for HeartBeam reveals that of 1 total investors, 1 funds grew their exposure, whereas 0 reduced theirs and 0 made no changes.
The aggregate institutional position in HeartBeam now stands at 1.60K shares as of December 2025, after investors increased their holdings (up by 1.60K shares quarter on quarter which is down 2.65Mn shares year over year).
As of December 31, 2025, Abound Wealth Management held HeartBeam's largest shareholding position with over 1.60K shares, representing 0.01% of total outstanding shares.
Among the most significant buyers of HeartBeam during December 2025 were Abound Wealth Management (1.60K).
The top 1 institutional holders of HeartBeam for the quarter ending December 2025 included Abound Wealth Management (1.60K).

0 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	30 Sep, 2025	1,118,392	0	0.00%	$1,845,347.00
Smith Salley Wealth Management	30 Sep, 2025	367,647	0	0.00%	$606,618.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	293,598	38,732	15.20%	$484,532.00
UBS Group AG	30 Sep, 2025	192,553	-6,714	-3.37%	$317,713.00
KESTRA PRIVATE WEALTH SERVICES, LLC	30 Sep, 2025	175,989	33,344	23.38%	$290,382.00
RITHOLTZ WEALTH MANAGEMENT	30 Sep, 2025	139,182	0	0.00%	$229,650.00
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	30 Sep, 2025	139,182	0	0.00%	$229,650.00
STIFEL FINANCIAL CORP	30 Sep, 2025	100,000	0	0.00%	$165,000.00
BlackRock, Inc.	30 Sep, 2025	90,044	1,836	2.08%	$148,573.00
RAYMOND JAMES FINANCIAL INC	30 Sep, 2025	88,050	59,872	212.48%	$145,283.00
Cannon Financial Strategists, Inc.	30 Sep, 2025	78,739	10,000	14.55%	$129,919.00
STATE STREET CORP	30 Sep, 2025	78,373	0	0.00%	$129,315.00
Spectrum Asset Management, Inc. (NB/CA)	30 Sep, 2025	74,400	0	0.00%	$122,760.00
MORGAN STANLEY	30 Sep, 2025	70,621	-2,101	-2.89%	$116,525.00
ADVISORY RESEARCH INC	30 Sep, 2025	50,000	0	0.00%	$82,500.00
NORTHERN TRUST CORP	30 Sep, 2025	49,515	0	0.00%	$81,700.00
Sigma Planning Corp	30 Sep, 2025	42,400	-31,450	-42.59%	$69,960.00
GOLDMAN SACHS GROUP INC	30 Sep, 2025	37,752	14,753	64.15%	$62,291.00
D'Orazio & Associates, Inc.	30 Sep, 2025	32,987	0	0.00%	$54,429.00
LPL Financial LLC	30 Sep, 2025	16,000	0	0.00%	$26,400.00

1 - 20 of 37