Who owns HeartBeam, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BEAT from SEC Form 13F filings across 42 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 42 institutions disclosed 8.1M shares of HeartBeam, Inc. worth $6.1M — about 15.4% of shares outstanding; the largest disclosed holder is VANGUARD CAPITAL MANAGEMENT LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
42
13F holders
$6.1M
value, 2026 filers
15.4%
of shares outstanding (8.1M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BEAT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | $1.6M | 0.0% | 4.1% | +78.5% |
| 2 | BlackRock, Inc. | 987,837 | $740,878 | 0.0% | 1.9% | +10.0% |
| 3 | CORSAIR CAPITAL MANAGEMENT, L.P.NEW | 912,500 | $684,375 | 0.1% | 1.7% | new |
| 4 | Bleichroeder LPNEW | 625,000 | $468,750 | 0.1% | 1.2% | new |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 479,386 | $359,585 | 0.0% | 0.9% | +27.1% |
| 6 | Smith Salley Wealth Management | 367,647 | $275,735 | 0.0% | 0.7% | 0.0% |
| 7 | UBS Group AG | 298,917 | $224,189 | 0.0% | 0.6% | -10.8% |
| 8 | VANGUARD FIDUCIARY TRUST CO | 274,818 | $206,114 | 0.0% | 0.5% | +83.1% |
| 9 | Sigma Planning Corp | 247,700 | $185,775 | 0.0% | 0.5% | +86.9% |
| 10 | Beacon Pointe Advisors, LLC | 247,058 | $185,294 | 0.0% | 0.5% | -0.2% |
| 11 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 208,191 | $156,143 | 0.0% | 0.4% | 0.0% |
| 12 | RITHOLTZ WEALTH MANAGEMENT | 208,191 | $156,143 | 0.0% | 0.4% | 0.0% |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | 173,439 | $130,079 | 0.0% | 0.3% | -0.3% |
| 14 | RAYMOND JAMES FINANCIAL INC | 134,434 | $100,826 | 0.0% | 0.3% | +26.9% |
| 15 | STATE STREET CORP | 125,473 | $94,105 | 0.0% | 0.2% | 0.0% |
| 16 | NORTHERN TRUST CORP | 101,129 | $75,847 | 0.0% | 0.2% | +73.9% |
| 17 | Spectrum Asset Management, Inc. (NB/CA) | 100,400 | $75,300 | 0.0% | 0.2% | +6.4% |
| 18 | Cannon Financial Strategists, Inc. | 72,788 | $54,591 | 0.0% | 0.1% | 0.0% |
| 19 | MORGAN STANLEY | 57,045 | $42,784 | 0.0% | 0.1% | -2.7% |
| 20 | XTX Topco Ltd | 54,274 | $40,706 | 0.0% | 0.1% | +355.5% |
| 21 | STIFEL FINANCIAL CORP | 51,000 | $38,250 | 0.0% | 0.1% | 0.0% |
| 22 | ADVISORY RESEARCH INC | 50,000 | $37,500 | 0.0% | 0.1% | 0.0% |
| 23 | D'Orazio & Associates, Inc. | 48,987 | $36,741 | 0.0% | 0.1% | 0.0% |
| 24 | CIBC Bancorp USA Inc. | 20,631 | $15,473 | 0.0% | 0% | +94.1% |
| 25 | Davidson Kahn Capital Management, LLCNEW | 17,333 | $13,000 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.