Heartflow, Inc. (HTFL) Institutional Ownership

Ownership Summary

Heartflow, Inc. (NASDAQ:HTFL) showed up in the 13F filings of 108 institutional investors as of December 2025.

• These investors held 103.0% of outstanding shares in December 2025, up from 91.4% in September 2025.
• They increased total shares held in Heartflow by 25.41% from last quarter, and the number of investors in HTFL stayed flat annually.
• Of these 108 holders, 82 added to their stakes in Heartflow, 13 trimmed positions, and 13 made no changes.
• Institutional investors collectively held 50.57Mn shares in Heartflow as of December 2025, up by 10.25Mn shares quarter on quarter, and with no net change year over year.
• As of December 31, 2025, the biggest holder of Heartflow is XXEC, Inc. at 557.36K shares, representing 1.14% of shares outstanding.
• The most significant purchases of HTFL for the quarter ending December 2025 came from XXEC, Inc. (515.44K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (133.99K), TFC Financial Management, Inc. (55.6K), Intellectus Partners, LLC (41.16K), Diversified Trust Co (14.2K).
• The largest sellers of Heartflow for the quarter ending December 2025 were SG Americas Securities, LLC (1.6K), Sterling Capital Management LLC (210), FNY Investment Advisers, LLC (30).
• Business Quant data shows the 10 biggest positions in Heartflow as of December 2025 are held by XXEC, Inc. (557.36K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (133.99K), TFC Financial Management, Inc. (55.6K), Intellectus Partners, LLC (41.16K), TrueMark Investments, LLC (26.88K), Perpetual Ltd (15.74K), Diversified Trust Co (14.2K), Avior Wealth Management, LLC (12.55K), MAYPORT, LLC (10.0K), SG Americas Securities, LLC (9.12K).