HEARTFLOW INC (HTFL)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
187
Reporting holders
$2.2B
Reported value
85.1%
Of shares outstanding
0.3%
Held as options
+25
Holder change
Institutions report 73,999,969 shares against 86,953,627 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. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
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 |
|---|---|---|---|---|---|
| Bain Capital Life Sciences Investors, LLC | $247.9M | 8,448,158 | 14.74% | 4q | -19.1%-$58.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $230.7M | 7,864,226 | 0.04% | 4q | -34.4%-$120.8M |
| BlackRock, Inc. | $152.5M | 5,197,747 | 0.00% | 4q | +255.4%+$109.6M |
| FMR LLC | $141.4M | 4,820,944 | 0.01% | 4q | -10.7%-$16.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $105.2M | 3,584,428 | 0.00% | 2q | +75.2%+$45.1M |
| BAMCO INC /NY/ | $94.6M | 3,225,133 | 0.14% | 4q | -15.7%-$17.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $80.8M | 2,753,206 | 0.00% | 2q | +45.4%+$25.2M |
| Jupiter Topco LLC | $71.0M | 2,419,336 | 0.03% | new | FIRST |
| Invesco Ltd. | $67.4M | 2,298,718 | 0.01% | 4q | +20.2%+$11.3M |
| Point72 Asset Management, L.P. | $50.5M | 1,721,279 | 0.06% | 4q | +219.7%+$34.7M |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $49.7M | 1,694,651 | 0.87% | 4q | +90.0%+$23.5M |
| ALLIANCEBERNSTEIN L.P. | $46.8M | 1,924,268 | 0.02% | 4q | +57.2%+$17.0M |
| STATE STREET CORP | $43.3M | 1,465,895 | 0.00% | 4q | +225.4%+$30.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $43.0M | 1,465,650 | 0.01% | 3q | +3.6%+$1.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $39.9M | 1,360,391 | 0.00% | 4q | +151.2%+$24.0M |
| Nuveen, LLC | $39.7M | 1,353,168 | 0.01% | 3q | +5722.8%+$39.0M |
| MORGAN STANLEY | $31.0M | 1,054,889 | 0.00% | 4q | +23.8%+$6.0M |
| UBS Group AG | $28.6M | 975,510 | 0.00% | 4q | +127.3%+$16.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $27.3M | 931,160 | 0.03% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $27.1M | 922,893 | 0.01% | 4q | -15.6%-$5.0M |
| 12 West Capital Management LP | $26.5M | 902,500 | 4.95% | 2q | +41.0%+$7.7M |
| CITADEL ADVISORS LLC | $24.8M | 799,883 | 0.00% | 4q | +5.7%+$1.3M |
| FRANKLIN RESOURCES INC | $24.0M | 817,701 | 0.01% | 4q | +3.0%+$703.6K |
| Champlain Investment Partners, LLC | $21.5M | 733,607 | 0.55% | 2q | +29.3%+$4.9M |
| VOYA INVESTMENT MANAGEMENT LLC | $21.5M | 733,183 | 0.02% | 3q | +0.8%+$161.8K |
| XXEC, Inc. | $20.9M | 77,870,039 | 2.30% | 4q | +27842.4%+$20.8M |
| NEXT CENTURY GROWTH INVESTORS LLC | $19.7M | 671,404 | 1.04% | 2q | +2.8%+$540.9K |
| NZS Capital, LLC | $19.2M | 656,014 | 0.50% | 3q | +126.1%+$10.7M |
| Bank of New York Mellon Corp | $19.1M | 650,849 | 0.00% | 3q | +966.1%+$17.3M |
| EVENTIDE ASSET MANAGEMENT, LLC | $18.7M | 636,942 | 0.25% | 4q | -15.9%-$3.5M |
| GOLDMAN SACHS GROUP INC | $17.8M | 607,387 | 0.00% | 4q | +175.4%+$11.4M |
| Catalio Capital Management, LP | $17.1M | 583,055 | 3.21% | 3q | +44.5%+$5.3M |
| Rock Springs Capital Management LP | $16.8M | 573,500 | 0.82% | 4q | HELD |
| BANK OF AMERICA CORP /DE/ | $16.6M | 567,030 | 0.00% | 4q | +407.6%+$13.4M |
| FRED ALGER MANAGEMENT, LLC | $15.8M | 539,160 | 0.05% | 4q | -15.5%-$2.9M |
| NORTHERN TRUST CORP | $15.8M | 537,902 | 0.00% | 4q | +239.7%+$11.1M |
| JPMORGAN CHASE & CO | $15.5M | 441,237 | 0.00% | 4q | -1.3%-$201.9K |
| BNP PARIBAS FINANCIAL MARKETS | $15.0M | 511,523 | 0.01% | 3q | +49.2%+$5.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $14.6M | 498,812 | 0.00% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $11.2M | 382,700 | 0.02% | new | NEW |
| Alyeska Investment Group, L.P. | $10.3M | 350,000 | 0.03% | 4q | +55.6%+$3.7M |
| AQR CAPITAL MANAGEMENT LLC | $8.9M | 303,220 | 0.00% | 2q | +45.2%+$2.8M |
| Walleye Capital LLC | $8.8M | 298,568 | 0.03% | 2q | +1433.9%+$8.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.7M | 297,254 | 0.00% | 4q | +99.3%+$4.3M |
| Sixth Street Partners Management Company, L.P. | $8.7M | 297,254 | 0.00% | new | NEW |
| RTW INVESTMENTS, LP | $8.7M | 295,000 | 0.07% | 4q | -40.4%-$5.9M |
| VANGUARD FIDUCIARY TRUST CO | $6.9M | 235,809 | 0.00% | 2q | +56.7%+$2.5M |
| Lisanti Capital Growth, LLC | $5.6M | 189,675 | 1.22% | 4q | +53.2%+$1.9M |
| SEI INVESTMENTS CO | $4.8M | 163,009 | 0.00% | 4q | +143.1%+$2.8M |
| Temasek Holdings (Private) Ltd | $4.6M | 157,644 | 0.01% | new | NEW |
| EMERALD ADVISERS, LLC | $4.5M | 154,196 | 0.11% | 4q | -30.3%-$2.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.5M | 167,206 | 0.01% | 2q | +24.8%+$887.5K |
| ROYAL BANK OF CANADA | $4.3M | 145,773 | 0.00% | 4q | +6.1%+$245.0K |
| Brevan Howard Capital Management LP | $4.0M | 136,584 | 0.03% | 3q | +69.8%+$1.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.7M | 14,765 | 0.00% | 2q | -57.3%-$5.0M |
| WELLS FARGO & COMPANY/MN | $3.5M | 118,330 | 0.00% | 3q | +51.1%+$1.2M |
| INTREPID FAMILY OFFICE LLC | $3.2M | 110,000 | 2.39% | 2q | HELD |
| NEUBERGER BERMAN GROUP LLC | $3.1M | 106,115 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $3.1M | 104,017 | 0.00% | 4q | -30.3%-$1.3M |
| BLAIR WILLIAM & CO/IL | $3.0M | 102,482 | 0.01% | new | NEW |
| Corient Private Wealth LP | $2.9M | 99,332 | 0.00% | 2q | +97.4%+$1.4M |
| EMERALD MUTUAL FUND ADVISERS TRUST | $2.8M | 94,099 | 0.10% | 4q | -28.3%-$1.1M |
| RHUMBLINE ADVISERS | $2.8M | 93,820 | 0.00% | 3q | +295.1%+$2.1M |
| CITIGROUP INC | $2.7M | 93,212 | 0.00% | 3q | +3127.6%+$2.7M |
| GILDER GAGNON HOWE & CO LLC | $2.6M | 88,615 | 0.03% | 4q | -51.8%-$2.8M |
| Squarepoint Ops LLC | $2.6M | 87,052 | 0.00% | 2q | +72.0%+$1.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | $2.4M | 82,295 | 0.00% | 4q | +53.5%+$841.1K |
| BROWN CAPITAL MANAGEMENT LLC | $2.4M | 82,091 | 0.48% | new | NEW |
| DEUTSCHE BANK AG\ | $2.3M | 79,080 | 0.00% | 3q | +403.1%+$1.9M |
| Swiss National Bank | $2.3M | 77,400 | 0.00% | 3q | +88.3%+$1.1M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $2.3M | 77,366 | 0.00% | new | NEW |
| Quantinno Capital Management LP | $2.2M | 75,587 | 0.00% | 2q | +6.1%+$126.6K |
| IEQ CAPITAL, LLC | $2.0M | 69,778 | 0.01% | 2q | +130.1%+$1.2M |
| Legato Capital Management LLC | $2.0M | 69,525 | 0.17% | 4q | +101.1%+$1.0M |
| Russell Investments Group, Ltd. | $2.0M | 67,801 | 0.00% | 3q | +4064.7%+$1.9M |
| Burkehill Global Management, LP | $1.9M | 65,000 | 0.07% | 4q | HELD |
| Ensign Peak Advisors, Inc | $1.9M | 64,602 | 0.00% | 4q | -95.3%-$38.6M |
| TFC Financial Management, Inc. | $1.6M | 55,598 | 0.18% | 2q | HELD |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.6M | 55,167 | 0.00% | 2q | -0.5%-$8.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.6M | 54,797 | 0.00% | 3q | +108.9%+$838.0K |
| PRUDENTIAL FINANCIAL INC | $1.6M | 54,760 | 0.00% | new | NEW |
| XTX Topco Ltd | $1.5M | 50,826 | 0.02% | 4q | +30.9%+$352.2K |
| Jump Financial, LLC | $1.5M | 50,022 | 0.01% | new | NEW |
| Ghisallo Capital Management LLC | $1.5M | 50,000 | 0.03% | 4q | HELD |
| MetLife Investment Management, LLC | $1.4M | 47,011 | 0.01% | 3q | +326.0%+$1.1M |
| Balyasny Asset Management L.P. | $1.4M | 46,722 | 0.00% | 2q | -68.5%-$3.0M |
| Intellectus Partners, LLC | $1.2M | 41,159 | 0.21% | 2q | HELD |
| Quantbot Technologies LP | $1.2M | 41,128 | 0.05% | 2q | -66.0%-$2.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.1M | 38,924 | 0.00% | 4q | +102.4%+$577.9K |
| AlpInvest Partners B.V. | $1.1M | 36,504 | 1.79% | 2q | -3.1%-$33.8K |
| LAZARD ASSET MANAGEMENT LLC | $1.0M | 34,362 | 0.00% | 2q | -9.9%-$110.4K |
| Legal & General Group Plc | $998.1K | 34,020 | 0.00% | 4q | +115.6%+$535.2K |
| BCWM, LLC | $935.3K | 31,878 | 0.27% | 3q | +1.8%+$16.7K |
| ALLSTATE CORP | $853.1K | 29,078 | 0.01% | 2q | HELD |
| Aquatic Capital Management LLC | $838.7K | 28,584 | 0.03% | 2q | -60.9%-$1.3M |
| BANK OF MONTREAL /CAN/ | $805.1K | 27,439 | 0.00% | 2q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $798.6K | 27,218 | 0.00% | 2q | +87.0%+$371.6K |
| Trexquant Investment LP | $785.7K | 26,778 | 0.00% | new | NEW |
| OCCUDO QUANTITATIVE STRATEGIES LP | $785.1K | 26,758 | 0.04% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $752.6K | 25,650 | 0.00% | 2q | +138.0%+$436.3K |
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 |
|---|---|---|---|
| 2026-08-14 | 13G/A | BCLS Fund III Investments, LP | 9.8% |
| 2026-08-13 | 13G/A | Wellington Management Group LLPwith 3 co-filers | 9.1% |
| 2026-08-06 | 13G/A | Wellington Management Group LLPwith 3 co-filers | 10.7% |
| 2026-07-28 | 13G | BlackRock, Inc. | 5.7% |
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 | 187 | $2.2B | 73,999,969 | 50 | 81 | 35 | 0.3% |
| Q1 2026 | 162 | $1.6B | 65,292,429 | 68 | 50 | 20 | 0.1% |
| Q4 2025 | 104 | $1.5B | 51,362,750 | 41 | 37 | 10 | 0.0% |
| Q3 2025 | 86 | $1.5B | 43,082,011 | 86 | 0 | 0 | 0.0% |