DaveManuel.com · Institutional Ownership · Who Owns It
HEARTFLOW INC (HTFL)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
197
Reporting holders
$2.2B
Reported value
86.1%
Of shares outstanding
0.3%
Calls
0.1%
Puts
+28
Holder change
Institutions report 74,833,823 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.
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 |
|---|---|---|---|---|---|
| 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 incl. $1.4M options CALL+PUT | 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 |
| 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 |
| XXEC, Inc. | $18.4M | 599,194 | 2.38% | 4q | +115.0%+$9.8M |
| 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 |
| RTW INVESTMENTS, LP | $8.7M | 295,000 | 0.07% | 4q | -40.4%-$5.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $7.0M | 238,268 | 0.00% | 4q | +645.2%+$6.1M |
| VANGUARD FIDUCIARY TRUST CO | $6.9M | 235,809 | 0.00% | 2q | +56.7%+$2.5M |
| LORD, ABBETT & CO. LLC | $5.9M | 200,536 | 0.02% | 4q | -55.5%-$7.3M |
| 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 incl. $3.3M options CALL+PUT | 14,765 | 0.00% | 2q | -57.3%-$5.0M |
| WELLS FARGO & COMPANY/MN | $3.5M | 118,330 | 0.00% | 3q | +202.3%+$2.3M |
| 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 | +39.4%+$862.3K |
| BLAIR WILLIAM & CO/IL | $3.0M | 102,482 | 0.01% | new | NEW |
| 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 | -90.6%-$18.4M |
| 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 |
| Allianz Asset Management GmbH | $1.6M | 53,061 | 0.00% | new | NEW |
| Corient Private Wealth LP | $1.5M | 52,724 | 0.00% | 2q | +4.8%+$70.5K |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.3M | 43,981 | 0.00% | 3q | +49.7%+$428.7K |
| IMC-Chicago, LLC | $1.2M CALL | options only | 0.00% | new | OPTIONS |
| 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 |
| Handelsbanken Fonder AB | $910.0K | 31,000 | 0.00% | new | NEW |
| 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 |
Showing the largest 100 of 197 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-12 | Farquhar John C.M. | Chief Executive Officer | Sold | 38,900 | $1.9M |
| 2026-09-10 | Farquhar John C.M. | Chief Executive Officer | Sold | 35,010 | $1.6M |
| 2026-09-11 | Verghese Vikram | Chief Financial Officer | Sold | 29,714 | $1.5M |
| 2026-08-18 | Farquhar John C.M. | Chief Executive Officer | Sold | 32,676 | $1.5M |
| 2026-09-03 | Verghese Vikram | Chief Financial Officer | Sold | 27,540 | $1.4M |
| 2026-06-24 | Farquhar John C.M. | Chief Executive Officer | Sold | 38,900 | $1.4M |
| 2026-08-21 | Farquhar John C.M. | Chief Executive Officer | Sold | 27,230 | $1.4M |
| 2026-10-22 | Rogers Campbell | Chief Medical Officer | Sold | 23,933 | $1.3M |
| 2026-09-18 | Rogers Campbell | Chief Medical Officer | Sold | 19,682 | $987.1K |
| 2026-09-18 | Verghese Vikram | Chief Financial Officer | Sold | 16,766 | $850.9K |
| 2026-05-11 | Farquhar John C.M. | Chief Executive Officer | Sold | 22,562 | $657.0K |
| 2026-06-10 | Farquhar John C.M. | Chief Executive Officer | Sold | 22,562 | $643.0K |
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 | 40 | $31.3M | 636,461 | 19 | 10 | 8 | 0.0% |
| Q2 2026 | 197 | $2.2B | 74,833,823 | 53 | 86 | 37 | 0.3% |
| Q1 2026 | 169 | $1.6B | 65,000,832 | 70 | 50 | 25 | 0.1% |
| Q4 2025 | 111 | $1.5B | 52,336,388 | 46 | 37 | 12 | 0.0% |
| Q3 2025 | 89 | $1.5B | 44,803,988 | 89 | 0 | 0 | 0.0% |