Who Owns BEAT?

HeartBeam, Inc. — Institutional Ownership & 13F Holdings

$0.86

+0.00 (+0.03%)

Market Cap

$30.3M

Shares Outstanding

34,443,560

Institutional Holders

35

Total Inst. Value

$6.1M

% of Float Held

11.0%

QoQ Holder Change

+11

Institutional data as of Q1 2025

New Positions

6

Closed Positions

3

Increased

10

Decreased

5

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1VANGUARD GROUP INC$1.7M823,013
2Smith Salley Wealth Management$739K367,647
3GEODE CAPITAL MANAGEMENT, LLC$496K247,369
4UBS Group AG$408K203,037
5KESTRA PRIVATE WEALTH SERVICES, LLC$286K142,645
6RITHOLTZ WEALTH MANAGEMENT$280K139,182
7O'SHAUGHNESSY ASSET MANAGEMENT, LLC$280K139,182
8Beacon Pointe Advisors, LLC$201K100,000
9STIFEL FINANCIAL CORP$201K100,000
10Cannon Financial Strategists, Inc.$162K80,391

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold BEAT?

As of Q1 2025, 35 institutional investors report holding BEAT (HeartBeam, Inc.) in their 13F filings.

What percentage of HeartBeam, Inc. is owned by institutions?

Institutional investors hold approximately 11.0% of HeartBeam, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most BEAT?

The largest institutional holder of BEAT is VANGUARD GROUP INC with $1.7M in shares.

Are institutions buying or selling BEAT?

This quarter, 6 institutions opened new positions in BEAT and 3 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.