HEARTBEAM INC (BEAT)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
Institutions report 8,112,578 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| 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 |
| RITHOLTZ WEALTH MANAGEMENT | $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 | HELD |
| NewEdge Advisors, LLC | $750 | 1,000 | 0.00% | 14q | HELD |
| OSAIC HOLDINGS, INC. | $750 | 1,000 | 0.00% | 6q | HELD |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-14 | 2026-08-14 | Material agreement entered | filing |
| 2026-08-06 | 2026-06-18 | Directors or officers departed or appointed | filing |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $221.5K | 604,173 | 0 | 3 | 0 | 0.0% |
| Q2 2026 | 41 | $6.1M | 8,112,578 | 9 | 10 | 4 | 0.0% |
| Q1 2026 | 38 | $6.3M | 5,145,200 | 7 | 7 | 3 | 0.0% |
| Q4 2025 | 41 | $11.0M | 4,563,602 | 12 | 11 | 6 | 0.0% |
| Q3 2025 | 38 | $5.5M | 3,346,747 | 5 | 6 | 6 | 0.0% |
| Q2 2025 | 40 | $4.5M | 3,596,382 | 7 | 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 | 28 | $4.7M | 2,154,349 | 0 | 8 | 5 | 0.0% |
| Q4 2023 | 33 | $5.0M | 2,144,444 | 5 | 7 | 3 | 0.0% |
| Q3 2023 | 28 | $3.7M | 1,704,011 | 2 | 4 | 8 | 0.0% |
| Q2 2023 | 28 | $3.9M | 1,627,360 | 13 | 9 | 2 | 0.0% |
| Q1 2023 | 18 | $1.1M | 481,631 | 4 | 7 | 1 | 0.0% |
| Q4 2022 | 15 | $1.7M | 345,954 | 8 | 5 | 1 | 0.0% |
| Q3 2022 | 12 | $64.2M | 16,467,117 | 8 | 0 | 1 | 0.0% |
| Q2 2022 | 6 | $19.6M | 15,217,788 | 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 | 240 | $4.0B | 54,383,473 | 60 | 55 | 82 | 1.6% |
| Q3 2020 | 208 | $2.3B | 49,629,557 | 26 | 68 | 81 | 1.0% |
| Q2 2020 | 218 | $2.2B | 48,757,494 | 38 | 67 | 80 | 1.2% |
| Q1 2020 | 207 | $2.5B | 64,690,907 | 23 | 63 | 72 | 0.9% |
| Q4 2019 | 217 | $2.3B | 48,774,750 | 28 | 67 | 71 | 0.7% |
| Q3 2019 | 215 | $1.9B | 47,228,721 | 16 | 76 | 71 | 1.0% |
| Q2 2019 | 251 | $2.3B | 46,177,406 | 35 | 107 | 65 | 2.6% |
| Q1 2019 | 309 | $2.8B | 43,591,601 | 64 | 94 | 111 | 2.0% |
| Q4 2018 | 283 | $2.5B | 40,884,218 | 7 | 5 | 4 | 1.6% |