BEAT HeartBeam, Inc.
HeartBeam, Inc. (BEAT) Institutional Ownership
What the institutions did with BEAT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | 26.3% |
| BlackRock, Inc. | 987.8K | 12.2% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 912.5K | 11.2% |
| Bleichroeder LP | 625.0K | 7.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 479.4K | 5.9% |
| Smith Salley Wealth Management | 367.6K | 4.5% |
| UBS Group AG | 298.9K | 3.7% |
| VANGUARD FIDUCIARY TRUST CO | 274.8K | 3.4% |
| Sigma Planning Corp | 247.7K | 3.1% |
| Beacon Pointe Advisors, LLC | 247.1K | 3.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 208.2K | 2.6% |
| RITHOLTZ WEALTH MANAGEMENT | 208.2K | 2.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 173.4K | 2.1% |
| RAYMOND JAMES FINANCIAL INC | 134.4K | 1.7% |
| STATE STREET CORP | 125.5K | 1.5% |
| NORTHERN TRUST CORP | 101.1K | 1.2% |
| Spectrum Asset Management, Inc. (NB/CA) | 100.4K | 1.2% |
| Cannon Financial Strategists, Inc. | 72.8K | 0.9% |
| MORGAN STANLEY | 57.0K | 0.7% |
| XTX Topco Ltd | 54.3K | 0.7% |
| STIFEL FINANCIAL CORP | 51.0K | 0.6% |
| ADVISORY RESEARCH INC | 50.0K | 0.6% |
| D'Orazio & Associates, Inc. | 49.0K | 0.6% |
| CIBC Bancorp USA Inc. | 20.6K | 0.3% |
| Davidson Kahn Capital Management, LLC | 17.3K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 1.2M | 2.1M | +939.7K |
| CORSAIR CAPITAL MANAGEMENT, L.P. | New | 0 | 912.5K | +912.5K |
| Bleichroeder LP | New | 0 | 625.0K | +625.0K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 150.1K | 274.8K | +124.8K |
| Sigma Planning Corp | Increased | 132.6K | 247.7K | +115.2K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 377.2K | 479.4K | +102.2K |
| BlackRock, Inc. | Increased | 898.3K | 987.8K | +89.5K |
| NORTHERN TRUST CORP | Increased | 58.2K | 101.1K | +43.0K |
| XTX Topco Ltd | Increased | 11.9K | 54.3K | +42.4K |
| UBS Group AG | Reduced | 335.2K | 298.9K | -36.3K |
| Centiva Capital, LP | Sold Out | 34.7K | 0 | -34.7K |
| Activest Wealth Management | Sold Out | 34.2K | 0 | -34.2K |
| RAYMOND JAMES FINANCIAL INC | Increased | 106.0K | 134.4K | +28.5K |
| Owls Nest Partners IA, LLC | Sold Out | 25.0K | 0 | -25.0K |
| Davidson Kahn Capital Management, LLC | New | 0 | 17.3K | +17.3K |
| TWO SIGMA INVESTMENTS, LP | New | 0 | 12.9K | +12.9K |
| J.W. COLE ADVISORS, INC. | New | 0 | 11.0K | +11.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | New | 0 | 10.7K | +10.7K |
| Kestra Advisory Services, LLC | New | 0 | 10.0K | +10.0K |
| CIBC Bancorp USA Inc. | Increased | 10.6K | 20.6K | +10.0K |
| Spectrum Asset Management, Inc. (NB/CA) | Increased | 94.4K | 100.4K | +6.0K |
| Farther Finance Advisors, LLC | New | 0 | 6.0K | +6.0K |
| Tower Research Capital LLC (TRC) | Reduced | 7.4K | 4.3K | -3.1K |
| ROYAL BANK OF CANADA | Sold Out | 3.0K | 0 | -3.0K |
| BARCLAYS PLC | New | 0 | 2.7K | +2.7K |
| GHP Investment Advisors, Inc. | Sold Out | 2.5K | 0 | -2.5K |
| MORGAN STANLEY | Reduced | 58.6K | 57.0K | -1.6K |
| HARBOUR INVESTMENTS, INC. | Reduced | 9.3K | 8.8K | -500 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Reduced | 173.9K | 173.4K | -500 |
| Beacon Pointe Advisors, LLC | Reduced | 247.5K | 247.1K | -400 |
| CITIGROUP INC | Sold Out | 232 | 0 | -232 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.