HeartBeam BEAT Institutional Ownership

NASDAQ BEAT

$0.43 +0.01 (+2.38%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

42 Institutions

Increased 21 50.0%

Unchanged 15 35.7%

Reduced 6 14.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

15.37%

▲+2.70 pp QoQ

Shares Held by Institutions

8.11Mn

of 52.77Mn outstanding

▲+60.84% QoQ

Shares Outstanding

52.77Mn

44.66Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+5 vs prior quarter

Net Shares Added (QoQ)

+3.07Mn

accumulated since last quarter

Value of Holdings

$3.49Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

HeartBeam, Inc. (NASDAQ:BEAT) has 42 institutional investors with active 13F positions as of June 2026.

These investors collectively held 15.4% of HeartBeam's outstanding shares in June 2026, up from 12.7% in March 2026.
They increased total shares held in HeartBeam by 60.84% from last quarter, and the number of investors in BEAT increased 7.69% annually.
Among the 42 funds, 21 bought more HeartBeam shares, 6 sold down, and 15 held their ground.
Altogether, these fund groups held 8.11Mn shares in BEAT by June 2026, up by 3.07Mn shares quarter on quarter, and up 4.59Mn shares year over year.
VANGUARD CAPITAL MANAGEMENT LLC leads ownership in BEAT with 2.14Mn shares as of June 30, 2026, equal to 4.05% of outstanding shares.
The biggest buyers of HeartBeam for the quarter ending June 2026 included VANGUARD CAPITAL MANAGEMENT LLC (939.72K), CORSAIR CAPITAL MANAGEMENT, L.P. (912.5K), Bleichroeder LP (625.0K), VANGUARD FIDUCIARY TRUST CO (124.76K), Sigma Planning Corp (115.15K).
The largest sellers of HeartBeam for the quarter ending June 2026 were UBS Group AG (36.27K), Tower Research Capital LLC (TRC) (3.05K), Morgan Stanley (1.55K), HARBOUR INVESTMENTS, INC. (500), KESTRA PRIVATE WEALTH SERVICES, LLC (500).
HeartBeam's 10 largest shareholders as of June 2026 include VANGUARD CAPITAL MANAGEMENT LLC (2.14Mn), BlackRock, Inc. (987.84K), CORSAIR CAPITAL MANAGEMENT, L.P. (912.5K), Bleichroeder LP (625.0K), GEODE CAPITAL MANAGEMENT, LLC (479.39K), Smith Salley Wealth Management (367.65K), UBS Group AG (298.92K), VANGUARD FIDUCIARY TRUST CO (274.82K), Sigma Planning Corp (247.7K), Beacon Pointe Advisors, LLC (247.06K) per Business Quant data.

Form 13F Holdings

42 Institutional Holders

Report period 30 Jun, 2026

Total shares held 8.11Mn

Of outstanding 15.37%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,137,512	4.05%	▲939,719	+78.45%	$1.60Mn
2	BlackRock, Inc.	0002012383	987,837	1.87%	▲89,516	+9.96%	$740.88K
3	CORSAIR CAPITAL MANAGEMENT, L.P.	0001276470	912,500	1.73%	▲912,500	0.00%	$684.38K
4	Bleichroeder LP	0001781002	625,000	1.18%	▲625,000	0.00%	$468.75K
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	479,386	0.91%	▲102,174	+27.09%	$359.59K
6	Smith Salley Wealth Management	0001482012	367,647	0.70%	0	0.00%	$275.74K
7	UBS Group AG	0001610520	298,917	0.57%	▼36,272	-10.82%	$224.19K
8	VANGUARD FIDUCIARY TRUST CO	0000933478	274,818	0.52%	▲124,756	+83.14%	$206.11K
9	Sigma Planning Corp	0001449126	247,700	0.47%	▲115,150	+86.87%	$185.78K
10	Beacon Pointe Advisors, LLC	0001744317	247,058	0.47%	▼400	-0.16%	$185.29K
11	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0001423442	208,191	0.39%	0	0.00%	$156.14K
11	RITHOLTZ WEALTH MANAGEMENT	0001698218	208,191	0.39%	0	0.00%	$156.14K
12	KESTRA PRIVATE WEALTH SERVICES, LLC	0001649451	173,439	0.33%	▼500	-0.29%	$130.08K
13	Raymond James Financial Inc	0000720005	134,434	0.25%	▲28,484	+26.88%	$100.83K
14	State Street Corp	0000093751	125,473	0.24%	0	0.00%	$94.11K
15	Northern Trust Corp	0000073124	101,129	0.19%	▲42,965	+73.87%	$75.85K
16	Spectrum Asset Management, Inc. (NB/CA)	0001632078	100,400	0.19%	▲6,000	+6.36%	$75.30K
17	Cannon Financial Strategists, Inc.	0002031123	72,788	0.14%	0	0.00%	$54.59K
18	Morgan Stanley	0000895421	57,045	0.11%	▼1,554	-2.65%	$42.78K
19	XTX Topco Ltd	0001828301	54,274	0.10%	▲42,358	+355.47%	$40.71K

Showing 1 to 20 of 42 holders