HEARTBEAM INC (BEAT)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
Institutions report 8,321,769 shares against 56,349,171 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $1.6M | 2,137,512 | 0.00% | 2q | +78.5%+$704.8K |
| BlackRock, Inc. | $740.9K | 987,837 | 0.00% | 8q | +10.0%+$67.1K |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $684.4K | 912,500 | 0.09% | new | NEW |
| Bleichroeder LP | $468.8K | 625,000 | 0.08% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $359.6K | 479,386 | 0.00% | 15q | +27.1%+$76.6K |
| RITHOLTZ WEALTH MANAGEMENT | $312.3K | 416,382 | 0.00% | 8q | +100.0%+$156.1K |
| Smith Salley Wealth Management | $275.7K | 367,647 | 0.01% | 13q | HELD |
| UBS Group AG | $224.2K | 298,917 | 0.00% | 14q | -10.8%-$27.2K |
| VANGUARD FIDUCIARY TRUST CO | $206.1K | 274,818 | 0.00% | 2q | +83.1%+$93.6K |
| Sigma Planning Corp | $185.8K | 247,700 | 0.00% | 6q | +86.9%+$86.4K |
| Beacon Pointe Advisors, LLC | $185.3K | 247,058 | 0.00% | 2q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $156.1K | 208,191 | 0.00% | 8q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $130.1K | 173,439 | 0.00% | 15q | HELD |
| RAYMOND JAMES FINANCIAL INC | $100.8K | 134,434 | 0.00% | 6q | +26.9%+$21.4K |
| STATE STREET CORP | $94.1K | 125,473 | 0.00% | 15q | HELD |
| NORTHERN TRUST CORP | $75.8K | 101,129 | 0.00% | 13q | +73.9%+$32.2K |
| Spectrum Asset Management, Inc. (NB/CA) | $75.3K | 100,400 | 0.02% | 13q | +6.4%+$4.5K |
| Cannon Financial Strategists, Inc. | $54.6K | 72,788 | 0.01% | 16q | HELD |
| MORGAN STANLEY | $42.8K | 57,045 | 0.00% | 16q | -2.7%-$1.2K |
| XTX Topco Ltd | $40.7K | 54,274 | 0.00% | 2q | +355.5%+$31.8K |
| STIFEL FINANCIAL CORP | $38.2K | 51,000 | 0.00% | 13q | HELD |
| ADVISORY RESEARCH INC | $37.5K | 50,000 | 0.00% | 13q | HELD |
| D'Orazio & Associates, Inc. | $36.7K | 48,987 | 0.00% | 16q | HELD |
| CIBC Bancorp USA Inc. | $15.5K | 20,631 | 0.00% | 2q | +94.1%+$7.5K |
| Davidson Kahn Capital Management, LLC | $13.0K | 17,333 | 0.01% | new | NEW |
| TRUIST FINANCIAL CORP | $11.2K | 15,000 | 0.00% | 3q | HELD |
| Vanguard Global Advisers, LLC | $10.0K | 13,308 | 0.00% | 2q | HELD |
| TWO SIGMA INVESTMENTS, LP | $9.7K | 12,926 | 0.00% | new | NEW |
| J.W. COLE ADVISORS, INC. | $8.2K | 11,000 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.0K | 10,723 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $7.5K | 10,000 | 0.00% | new | NEW |
| HB Wealth Management, LLC | $7.5K | 10,000 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $6.6K | 8,750 | 0.00% | 15q | -5.4% |
| Farther Finance Advisors, LLC | $4.5K | 6,000 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $3.2K | 4,309 | 0.00% | 2q | -41.4%-$2.3K |
| BARCLAYS PLC | $2.0K | 2,694 | 0.00% | new | NEW |
| Blue Trust, Inc. | $1.4K | 1,928 | 0.00% | 5q | HELD |
| Larson Financial Group LLC | $938 | 1,250 | 0.00% | 17q | HELD |
| WELLS FARGO & COMPANY/MN | $750 | 1,000 | 0.00% | 7q | -50.0% |
| NewEdge Advisors, LLC | $750 | 1,000 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $750 | 1,000 | 0.00% | 6q | HELD |
| Integrated Wealth Concepts LLC | $750 | 1,000 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13D/A | STROME MARK E INDIVIDUALwith 3 co-filers | 6.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 42 | $6.2M | 8,321,769 | 11 | 11 | 5 | 0.0% |
| Q1 2026 | 37 | $6.3M | 5,145,200 | 7 | 8 | 3 | 0.0% |
| Q4 2025 | 40 | $10.9M | 4,534,280 | 11 | 11 | 6 | 0.0% |
| Q3 2025 | 37 | $5.5M | 3,331,547 | 4 | 6 | 6 | 0.0% |
| Q2 2025 | 38 | $4.4M | 3,548,186 | 5 | 8 | 5 | 0.0% |
| Q1 2025 | 35 | $6.1M | 3,039,032 | 4 | 10 | 5 | 0.0% |
| Q4 2024 | 33 | $6.1M | 2,648,067 | 4 | 8 | 2 | 0.0% |
| Q3 2024 | 32 | $6.1M | 2,611,687 | 5 | 7 | 2 | 0.0% |
| Q2 2024 | 30 | $5.8M | 2,267,917 | 5 | 7 | 5 | 0.0% |
| Q1 2024 | 27 | $4.6M | 2,125,481 | 0 | 8 | 4 | 0.0% |
| Q4 2023 | 32 | $4.7M | 2,002,736 | 4 | 7 | 3 | 0.0% |
| Q3 2023 | 28 | $3.7M | 1,704,011 | 2 | 4 | 8 | 0.0% |
| Q2 2023 | 26 | $3.9M | 1,607,360 | 11 | 9 | 2 | 0.0% |
| Q1 2023 | 16 | $1.0M | 452,899 | 3 | 6 | 1 | 0.0% |
| Q4 2022 | 13 | $1.4M | 283,395 | 7 | 5 | 0 | 0.0% |
| Q3 2022 | 12 | $474.8K | 121,479 | 8 | 0 | 1 | 0.0% |
| Q2 2022 | 6 | $300.4K | 232,788 | 3 | 1 | 1 | 0.0% |
| Q1 2022 | 6 | $959.0K | 519,742 | 2 | 2 | 2 | 0.0% |
| Q4 2021 | 6 | $1.6M | 529,027 | 6 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $116.0K | 1,613 | 0 | 0 | 1 | 0.0% |
| Q4 2020 | 244 | $2.4B | 32,044,727 | 60 | 55 | 86 | 2.7% |
| Q3 2020 | 211 | $1.5B | 32,787,790 | 26 | 70 | 81 | 1.5% |
| Q2 2020 | 221 | $1.5B | 32,130,558 | 38 | 67 | 82 | 1.8% |
| Q1 2020 | 209 | $1.3B | 32,767,864 | 23 | 66 | 71 | 1.8% |
| Q4 2019 | 221 | $1.6B | 33,488,607 | 28 | 68 | 73 | 1.0% |
| Q3 2019 | 219 | $1.3B | 32,278,325 | 17 | 78 | 71 | 1.5% |
| Q2 2019 | 254 | $1.6B | 31,247,444 | 35 | 108 | 66 | 3.8% |
| Q1 2019 | 312 | $2.0B | 30,975,992 | 64 | 96 | 111 | 2.7% |
| Q4 2018 | 286 | $1.8B | 30,249,034 | 7 | 5 | 4 | 2.2% |