HeartBeam, Inc. (BEAT) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

35,033,333Shares Outstanding

592,757Shares held by institutions

$829,860Value of institutional holdings

12.65%Institutional ownership %

41.42%Shares Changed QoQ

38No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for HeartBeam, Inc. (NASDAQ:BEAT) includes 38 filers as of the latest reporting cycle ending December 2025.

These investors collectively held 12.6% of the company's total shares outstanding in December 2025, up from 9.5% in September 2025.
The company experienced a 41.42% quarterly change in institutional shares held, alongside an increase of 11.76% in total owners annually.
Among the 38 institutional holders of HeartBeam, 21 added to their stakes while 6 trimmed their positions and 11 held steady.
Collectively, institutional investors increased their stake in HeartBeam to 4.43Mn shares as of December 2025, a change that is up by 1.30Mn shares quarter on quarter and up 1.78Mn shares year over year.
The top institutional stake in HeartBeam as of December 31, 2025 belongs to VANGUARD GROUP INC, which owns 1.08Mn shares, or 3.09% of the company.
Among the most significant buyers of HeartBeam during December 2025 were BlackRock, Inc. (802.12K), UBS Group AG (261.17K), RITHOLTZ WEALTH MANAGEMENT (69.01K), STATE STREET CORP (47.10K), INSIGNEO ADVISORY SERVICES, LLC (30.64K).
Leading sellers of HeartBeam stock in December 2025 included STIFEL FINANCIAL CORP (49.00K), VANGUARD GROUP INC (34.18K), MORGAN STANLEY (8.99K), Cannon Financial Strategists, Inc. (5.95K), CITIGROUP INC (3.89K).
The top 10 institutional holders of HeartBeam for the quarter ending December 2025 included VANGUARD GROUP INC (1.08Mn), BlackRock, Inc. (892.16K), UBS Group AG (453.72K), Smith Salley Wealth Management (367.65K), GEODE CAPITAL MANAGEMENT, LLC (305.74K), RITHOLTZ WEALTH MANAGEMENT (208.19K), KESTRA PRIVATE WEALTH SERVICES, LLC (175.19K), O'SHAUGHNESSY ASSET MANAGEMENT, LLC (139.18K), STATE STREET CORP (125.47K), Spectrum Asset Management, Inc. (NB/CA) (94.40K).

38 Institutional Holders

592,757 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	1,084,210	-34,182	-3.06%	$2,602,104.00
BlackRock, Inc.	31 Dec, 2025	892,165	802,121	890.81%	$2,141,196.00
UBS Group AG	31 Dec, 2025	453,719	261,166	135.63%	$1,088,926.00
Smith Salley Wealth Management	31 Dec, 2025	367,647	0	0.00%	$882,353.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	305,740	12,142	4.14%	$733,908.00
RITHOLTZ WEALTH MANAGEMENT	31 Dec, 2025	208,191	69,009	49.58%	$499,658.00
KESTRA PRIVATE WEALTH SERVICES, LLC	31 Dec, 2025	175,189	-800	-0.45%	$420,454.00
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	31 Dec, 2025	139,182	0	0.00%	$334,037.00
STATE STREET CORP	31 Dec, 2025	125,473	47,100	60.10%	$301,135.00
Spectrum Asset Management, Inc. (NB/CA)	31 Dec, 2025	94,400	20,000	26.88%	$226,560.00
Cannon Financial Strategists, Inc.	31 Dec, 2025	72,788	-5,951	-7.56%	$174,691.00
Sigma Planning Corp	31 Dec, 2025	61,650	19,250	45.40%	$147,960.00
MORGAN STANLEY	31 Dec, 2025	61,632	-8,989	-12.73%	$147,917.00
NORTHERN TRUST CORP	31 Dec, 2025	58,164	8,649	17.47%	$139,594.00
STIFEL FINANCIAL CORP	31 Dec, 2025	51,000	-49,000	-49.00%	$122,400.00
ADVISORY RESEARCH INC	31 Dec, 2025	50,000	0	0.00%	$120,000.00
D'Orazio & Associates, Inc.	31 Dec, 2025	48,987	16,000	48.50%	$117,569.00
INSIGNEO ADVISORY SERVICES, LLC	31 Dec, 2025	30,645	30,645	0.00%	$73,548.00
Activest Wealth Management	31 Dec, 2025	25,500	25,500	0.00%	$61,200.00
JANE STREET GROUP, LLC	31 Dec, 2025	22,827	22,827	0.00%	$54,785.00

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