Latest Period
Q2 2026
Security Snapshot
HeartBeam, Inc. - Common Stock, par value $.0001 per share (BEAT) Institutional Ownership
CUSIP: 42238H108
13F Institutional Holders and Ownership History from Q4 2021 to Q2 2026
Institutions Reporting
42
Shares (Excl. Options)
8,113,578
Price
$0.75
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- Security type / class
- Equity / Common Stock, par value $.0001 per share
- Symbol
- BEAT on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 8,113,578
- Total 13F value
- $6,085,233
- Portfolio coverage rank
- 0%
- Share change
- +2,968,378
- Value change
- +$2,179,120
- Number of holders
- 42
- Shares outstanding
- 55,355,882
- SEC-reported price per share
- $0.51
- Insider filing price
- $0.51
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BEAT - HeartBeam, Inc. - Common Stock, par value $.0001 per share is tracked under CUSIP 42238H108.
- 42 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 38 to 42 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $6,277,554 to $6,085,233.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 42 institutions filings for Q2 2026.
Security key
42238H108
Latest holder period
Q2 2026
13F holders
42
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
BEAT full holder history
HeartBeam, Inc. SEC filings
HeartBeam, Inc. company facts
HeartBeam, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 42238H108:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
BEAT
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| STROME MARK E | 6.8% | $2,183,236 | 3,764,200 | STROME MARK E | 16 Apr 2026 |
As of 30 Jun 2026, 42 institutional investors reported holding 8,113,578 shares of HeartBeam, Inc. - Common Stock, par value $.0001 per share (BEAT). This represents 15% of the company’s total 55,355,882 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
14%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 3.9% | 2,137,512 | +78% | 0% | $1,603,134 |
| BlackRock, Inc. | 1.8% | 987,837 | +10% | 0% | $740,878 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 1.6% | 912,500 | 0.09% | $684,375 | |
| Bleichroeder LP | 1.1% | 625,000 | 0.08% | $468,750 | |
| GEODE CAPITAL MANAGEMENT, LLC | 0.87% | 479,386 | +27% | 0% | $359,585 |
| Smith Salley Wealth Management | 0.66% | 367,647 | 0% | 0.01% | $275,735 |
| UBS Group AG | 0.54% | 298,917 | -11% | 0% | $224,189 |
| VANGUARD FIDUCIARY TRUST CO | 0.5% | 274,818 | +83% | 0% | $206,114 |
| Sigma Planning Corp | 0.45% | 247,700 | +87% | 0% | $185,775 |
| Beacon Pointe Advisors, LLC | 0.45% | 247,058 | -0.16% | 0% | $185,294 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.38% | 208,191 | 0% | 0% | $156,143 |
| RITHOLTZ WEALTH MANAGEMENT | 0.38% | 208,191 | 0% | 0% | $156,143 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.31% | 173,439 | -0.29% | 0% | $130,079 |
| RAYMOND JAMES FINANCIAL INC | 0.24% | 134,434 | +27% | 0% | $100,826 |
| STATE STREET CORP | 0.23% | 125,473 | 0% | 0% | $94,105 |
| NORTHERN TRUST CORP | 0.18% | 101,129 | +74% | 0% | $75,847 |
| Spectrum Asset Management, Inc. (NB/CA) | 0.18% | 100,400 | +6.4% | 0.02% | $75,300 |
| Cannon Financial Strategists, Inc. | 0.13% | 72,788 | 0% | 0.01% | $54,591 |
| MORGAN STANLEY | 0.1% | 57,045 | -2.7% | 0% | $42,784 |
| XTX Topco Ltd | 0.1% | 54,274 | +355% | 0% | $40,706 |
| STIFEL FINANCIAL CORP | 0.09% | 51,000 | 0% | 0% | $38,250 |
| ADVISORY RESEARCH INC | 0.09% | 50,000 | 0% | 0% | $37,500 |
| D'Orazio & Associates, Inc. | 0.09% | 48,987 | 0% | 0% | $36,741 |
| CIBC Bancorp USA Inc. | 0.04% | 20,631 | +94% | 0% | $15,473 |
| Davidson Kahn Capital Management, LLC | 0.03% | 17,333 | 0.01% | $13,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
19
Latest
Q2 2026
Rows shown
1-19 of 19
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 8,113,578 | $6,085,233 | +$2,179,120 | $0.75 | 42 |
| 2026 Q1 | 5,145,200 | $6,277,554 | +$230,395 | $1.22 | 38 |
| 2025 Q4 | 4,563,602 | $10,952,204 | +$3,015,514 | $2.40 | 41 |
| 2025 Q3 | 3,346,247 | $5,521,327 | -$251,581 | $1.65 | 38 |
| 2025 Q2 | 3,596,382 | $4,495,304 | +$688,509 | $1.25 | 40 |
| 2025 Q1 | 3,039,032 | $6,108,585 | +$784,322 | $2.01 | 35 |
| 2024 Q4 | 2,648,067 | $6,090,707 | +$58,580 | $2.30 | 33 |
| 2024 Q3 | 2,611,638 | $6,050,772 | +$729,174 | $2.32 | 32 |
| 2024 Q2 | 2,267,868 | $5,829,022 | +$349,806 | $2.57 | 30 |
| 2024 Q1 | 2,138,303 | $4,661,683 | +$24,574 | $2.18 | 28 |
| 2023 Q4 | 2,125,405 | $4,994,806 | +$1,020,769 | $2.35 | 32 |
| 2023 Q3 | 1,704,011 | $3,663,739 | +$159,793 | $2.15 | 28 |
| 2023 Q2 | 1,627,360 | $3,921,739 | +$2,767,225 | $2.41 | 28 |
| 2023 Q1 | 481,631 | $1,092,178 | +$307,402 | $2.27 | 18 |
| 2022 Q4 | 345,954 | $1,687,968 | +$1,137,311 | $4.88 | 15 |
| 2022 Q3 | 121,479 | $474,812 | +$114,405 | $3.93 | 12 |
| 2022 Q2 | 232,788 | $300,350 | -$419,291 | $1.29 | 6 |
| 2022 Q1 | 519,742 | $959,000 | -$57,395 | $1.85 | 6 |
| 2021 Q4 | 529,027 | $1,631,000 | +$1,631,000 | $3.09 | 6 |