Heartflow HTFL Institutional Ownership

NASDAQ HTFL

$48.91 -0.80 (-1.61%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

193 Institutions

Increased 141 73.1%

Unchanged 14 7.3%

Reduced 38 19.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

175.55%

▼-7.39 pp QoQ

Shares Held by Institutions

151.68Mn

of 86.40Mn outstanding

▲+149.85% QoQ

Shares Outstanding

86.40Mn

-65.28Mn held outside 13F filers

Institutional Investors

193

filed 13F for Jun 2026

▲+25 vs prior quarter

Net Shares Added (QoQ)

+90.97Mn

accumulated since last quarter

Value of Holdings

$7.42Bn

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

Heartflow, Inc. (NASDAQ:HTFL) appears in 193 institutional 13F filings for the quarter ending June 2026.

These investors collectively held 175.6% of Heartflow's outstanding shares in June 2026, down from 182.9% in March 2026.
They increased total shares held in HTFL by 149.85% quarter over quarter, and investors in Heartflow stayed flat from a year ago.
Activity in HTFL broke down as 141 buyers, 38 sellers, and 14 unchanged among 193 total holders.
In total, institutional investors held 151.68Mn shares in Heartflow as of June 2026, up by 90.97Mn shares quarter on quarter, and with no net change year over year.
As of June 30, 2026, XXEC, Inc. held the largest stake in Heartflow with 77.27Mn shares, accounting for 89.44% of total shares outstanding.
Top purchasers of HTFL stock for the quarter ending June 2026 included XXEC, Inc. (76.71Mn), BlackRock, Inc. (3.74Mn), Jupiter Topco LLC (2.42Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (1.54Mn), Nuveen, LLC (1.33Mn).
The largest sellers of Heartflow for the quarter ending June 2026 were WELLINGTON MANAGEMENT GROUP LLP (4.12Mn), Bain Capital Life Sciences Investors, LLC (2.0Mn), Ensign Peak Advisors, Inc (625.86K), BAMCO INC /NY/ (602.4K), FMR LLC (576.86K).
Heartflow's 10 largest shareholders as of June 2026 include XXEC, Inc. (77.27Mn), Bain Capital Life Sciences Investors, LLC (8.45Mn), WELLINGTON MANAGEMENT GROUP LLP (7.86Mn), BlackRock, Inc. (5.2Mn), FMR LLC (4.82Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.58Mn), BAMCO INC /NY/ (3.23Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.75Mn), Jupiter Topco LLC (2.42Mn), Invesco Ltd. (2.3Mn) per Business Quant data.

Form 13F Holdings

193 Institutional Holders

Report period 30 Jun, 2026

Total shares held 151.68Mn

Of outstanding 175.55%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	XXEC, Inc.	0001828822	77,270,845	89.44%	▲76,713,483	+13,763.67%	$2.52Mn
2	Bain Capital Life Sciences Investors, LLC	0001703031	8,448,158	9.78%	▼2,000,000	-19.14%	$247.87Mn
3	WELLINGTON MANAGEMENT GROUP LLP	0000902219	7,864,226	9.10%	▼4,118,057	-34.37%	$230.74Mn
4	BlackRock, Inc.	0002012383	5,197,747	6.02%	▲3,735,163	+255.38%	$152.50Mn
5	FMR LLC	0000315066	4,820,944	5.58%	▼576,858	-10.69%	$141.45Mn
6	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,584,428	4.15%	▲1,538,490	+75.20%	$105.17Mn
7	BAMCO INC /NY/	0001017918	3,225,133	3.73%	▼602,398	-15.74%	$94.63Mn
8	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,753,206	3.19%	▲859,711	+45.40%	$80.78Mn
9	Jupiter Topco LLC	0002146052	2,419,336	2.80%	▲2,419,336	0.00%	$70.98Mn
10	Invesco Ltd.	0000914208	2,298,718	2.66%	▲385,628	+20.16%	$67.44Mn
11	ALLIANCEBERNSTEIN L.P.	0001109448	1,924,268	2.23%	▲699,942	+57.17%	$46.82Mn
12	Point72 Asset Management, L.P.	0001603466	1,721,279	1.99%	▲1,182,928	+219.73%	$50.50Mn
13	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	0001638555	1,694,651	1.96%	▲802,558	+89.96%	$49.72Mn
14	State Street Corp	0000093751	1,465,895	1.70%	▲1,015,345	+225.36%	$43.27Mn
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0000861177	1,465,650	1.70%	▲50,822	+3.59%	$43.00Mn
16	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,360,391	1.57%	▲818,732	+151.15%	$39.92Mn
17	Nuveen, LLC	0001871926	1,353,168	1.57%	▲1,329,929	+5,722.83%	$39.70Mn
18	Morgan Stanley	0000895421	1,054,889	1.22%	▲202,957	+23.82%	$30.95Mn
19	UBS Group AG	0001610520	975,510	1.13%	▲546,426	+127.35%	$28.62Mn
20	BNP Paribas Asset Management Holding S.A.	0001520354	931,160	1.08%	▲931,160	0.00%	$27.32Mn

Showing 1 to 20 of 193 holders