Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

HeartBeam, Inc.

CIK 0001779372BEATBEATW· quarter ending 2026-06-30
Shares outstanding
56,349,171
Held by 13F filers
8,112,578
14.4% of shares outstanding
Holders
41
+3 vs 2026-03-31 · 9 new, 6 exited
Value
$6.1M
shares +57.7% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-13, as of 2026-08-11)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockBEAT · NASDAQ56,349,1718,112,57814.4%4142238H108

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
42238H108COM418,112,57856,349,17114.4%$6.1M—13DGholders →
42238H116*W EXP 10/31/202not common6555,601——$16K—prefixholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (41 of 41 · 42238H108)

change vs 2026-03-31
#FilerShares% of classValueChange
1VANGUARD CAPITAL MANAGEMENT LLC2,137,5123.79%$1.6M+939,719 (+78.5%)
2BlackRock, Inc.987,8371.75%$741K+89,516 (+10.0%)
3CORSAIR CAPITAL MANAGEMENT, L.P.912,5001.62%$684KNEW
4Bleichroeder LP625,0001.11%$469KNEW
5GEODE CAPITAL MANAGEMENT, LLC479,3860.85%$360K+102,174 (+27.1%)
6Smith Salley Wealth Management367,6470.65%$276K—
7UBS Group AG298,9170.53%$224K-36,272 (-10.8%)
8VANGUARD FIDUCIARY TRUST CO274,8180.49%$206K+124,756 (+83.1%)
9Sigma Planning Corp247,7000.44%$186K+115,150 (+86.9%)
10Beacon Pointe Advisors, LLC247,0580.44%$185K-400 (-0.2%)
11O'SHAUGHNESSY ASSET MANAGEMENT, LLC208,1910.37%$156K—
12RITHOLTZ WEALTH MANAGEMENT208,1910.37%$156K—
13KESTRA PRIVATE WEALTH SERVICES, LLC173,4390.31%$130K-500 (-0.3%)
14RAYMOND JAMES FINANCIAL INC134,4340.24%$101K+28,484 (+26.9%)
15STATE STREET CORP125,4730.22%$94K—
16NORTHERN TRUST CORP101,1290.18%$76K+42,965 (+73.9%)
17Spectrum Asset Management, Inc. (NB/CA)100,4000.18%$75K+6,000 (+6.4%)
18Cannon Financial Strategists, Inc.72,7880.13%$55K—
19MORGAN STANLEY57,0450.10%$43K-1,554 (-2.7%)
20XTX Topco Ltd54,2740.10%$41K+42,358 (+355.5%)
21STIFEL FINANCIAL CORP51,0000.09%$38K—
22ADVISORY RESEARCH INC50,0000.09%$38K—
23D'Orazio & Associates, Inc.48,9870.09%$37K—
24CIBC Bancorp USA Inc.20,6310.04%$15K+10,000 (+94.1%)
25Davidson Kahn Capital Management, LLC17,3330.03%$13KNEW
26TRUIST FINANCIAL CORP15,0000.03%$11K—
27Vanguard Global Advisers, LLC13,3080.02%$10K—
28TWO SIGMA INVESTMENTS, LP12,9260.02%$10KNEW
29J.W. COLE ADVISORS, INC.11,0000.02%$8KNEW
30COMMONWEALTH EQUITY SERVICES, LLC10,7230.02%$8KNEW
31HB Wealth Management, LLC10,0000.02%$8K—
32Kestra Advisory Services, LLC10,0000.02%$8KNEW
33HARBOUR INVESTMENTS, INC.8,7500.02%$7K-500 (-5.4%)
34Farther Finance Advisors, LLC6,0000.01%$5KNEW
35Tower Research Capital LLC (TRC)4,3090.01%$3K-3,050 (-41.4%)
36BARCLAYS PLC2,6940.00%$2KNEW
37Blue Trust, Inc.1,9280.00%$1K—
38Larson Financial Group LLC1,2500.00%$938—
39WELLS FARGO & COMPANY/MN1,0000.00%$750—
40OSAIC HOLDINGS, INC.1,0000.00%$750—
41NewEdge Advisors, LLC1,0000.00%$750—
Exited since 2026-03-31 (6 filers; largest 6 shown)
Centiva Capital, LP−34,706
Activest Wealth Management−34,160
Owls Nest Partners IA, LLC−25,046
ROYAL BANK OF CANADA−3,000
GHP Investment Advisors, Inc.−2,500
CITIGROUP INC−232

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
STROME GROUP, INC.SCHEDULE 13D/A2026-08-132026-04-163,650,0006.6%
STROME INVESTMENT MANAGEMENT LPSCHEDULE 13D/A2026-08-132026-04-163,650,0006.6%
STROME MARK ESCHEDULE 13D/A2026-08-132026-04-163,764,2006.8%
Strome Mezzanine Fund II, LPSCHEDULE 13D/A2026-08-132026-04-163,650,0006.6%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.