HEARTBEAM INC (BEAT) Top Institutional Shareholders
HEARTBEAM INC (BEAT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $6.28M in BEAT holdings during the latest filing period.
Vanguard Capital Management Llc is currently the largest disclosed institutional shareholder of BEAT tracked by InsiderSet, reporting ownership valued at approximately $1.46M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $858,098.905, representing an estimated loss of -41.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed BEAT value among the investors covered in this analysis. Major shareholders include Vanguard Capital Management Llc, Blackrock, Inc., Geode Capital Management, Llc, and several other long-term asset managers with concentrated positions in HEARTBEAM INC (BEAT).
This page ranks the largest institutional BEAT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
37
Total Reported Value
$6.28M
Largest Holder
Vanguard Capital Management Llc
Largest Position
$1.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management Llc | 0.00% | 1,197,793 | $1,461,307 | $858,099 | -$603,208 | -41.28% | |
| Blackrock, Inc. | 0.00% | 898,321 | $1,095,951 | $643,557 | -$452,394 | -41.28% | |
| Geode Capital Management, Llc | 0.00% | 377,212 | $460,269 | $270,235 | -$190,034 | -41.29% | |
| Smith Salley Wealth Management | 0.02% | 367,647 | $448,529 | $263,382 | -$185,147 | -41.28% | |
| Ubs Group Ag | 0.00% | 335,189 | $408,930 | $240,129 | -$168,801 | -41.28% | |
| Beacon Pointe Advisors, Llc | 0.00% | 247,458 | $301,899 | $177,279 | -$124,620 | -41.28% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 208,191 | $253,993 | $149,148 | -$104,845 | -41.28% | |
| Ritholtz Wealth Management | 0.00% | 208,191 | $253,993 | $149,148 | -$104,845 | -41.28% | |
| Kestra Private Wealth Services, Llc | 0.00% | 173,939 | $212,206 | $124,610 | -$87,596 | -41.28% | |
| Vanguard Fiduciary Trust Co | 0.00% | 150,062 | $183,076 | $107,504 | -$75,572 | -41.28% | |
| Sigma Planning Corp | 0.00% | 132,550 | $161,711 | $94,959 | -$66,752 | -41.28% | |
| State Street Corp | 0.00% | 125,473 | $153,077 | $89,889 | -$63,188 | -41.28% | |
| Raymond James Financial Inc | 0.00% | 105,950 | $129,259 | $75,903 | -$53,356 | -41.28% | |
| Spectrum Asset Management, Inc. (Nb/Ca) | 0.04% | 94,400 | $115,168 | $67,628 | -$47,540 | -41.28% | |
| Cannon Financial Strategists, Inc. | 0.01% | 72,788 | $88,801 | $52,145 | -$36,656 | -41.28% | |
| Morgan Stanley | 0.00% | 58,599 | $71,491 | $41,980 | -$29,511 | -41.28% | |
| Northern Trust Corp | 0.00% | 58,164 | $70,960 | $41,669 | -$29,291 | -41.28% | |
| Stifel Financial Corp | 0.00% | 51,000 | $62,220 | $36,536 | -$25,684 | -41.28% | |
| Advisory Research Inc | 0.01% | 50,000 | $61,000 | $35,820 | -$25,180 | -41.28% | |
| D'Orazio & Associates, Inc. | 0.01% | 48,987 | $59,765 | $35,094 | -$24,671 | -41.28% | |
| Centiva Capital, Lp | 0.00% | 34,706 | $42,341 | $24,863 | -$17,478 | -41.28% | |
| Activest Wealth Management | 0.01% | 34,160 | $41,675 | $24,472 | -$17,203 | -41.28% | |
| Owls Nest Partners Ia, Llc | 0.01% | 25,046 | $30,556 | $17,943 | -$12,613 | -41.28% | |
| Truist Financial Corp | 0.00% | 15,000 | $18,300 | $10,746 | -$7,554 | -41.28% | |
| Vanguard Global Advisers, Llc | 0.00% | 13,308 | $16,236 | $9,534 | -$6,702 | -41.28% | |
| Xtx Topco Ltd | 0.00% | 11,916 | $14,538 | $8,537 | -$6,001 | -41.28% | |
| Cibc Bancorp Usa Inc. | 0.00% | 10,631 | $12,970 | $7,616 | -$5,354 | -41.28% | |
| Hb Wealth Management, Llc | 0.00% | 10,000 | $12,200 | $7,164 | -$5,036 | -41.28% | |
| Harbour Investments, Inc. | 0.00% | 9,250 | $11,285 | $6,627 | -$4,658 | -41.28% | |
| Tower Research Capital Llc (Trc) | 0.00% | 7,359 | $8,978 | $5,272 | -$3,706 | -41.28% | |
| Royal Bank Of Canada | 0.00% | 3,000 | $4,000 | $2,149 | -$1,851 | -46.27% | |
| Ghp Investment Advisors, Inc. | 0.00% | 2,500 | $3,050 | $1,791 | -$1,259 | -41.28% | |
| Blue Trust, Inc. | 0.00% | 1,928 | $2,352 | $1,381 | -$971 | -41.27% | |
| Larson Financial Group Llc | 0.00% | 1,250 | $1,525 | $896 | -$630 | -41.28% | |
| Osaic Holdings, Inc. | 0.00% | 1,000 | $1,220 | $716 | -$504 | -41.28% | |
| Wells Fargo & Company/Mn | 0.00% | 1,000 | $1,220 | $716 | -$504 | -41.28% | |
| Citigroup Inc | 0.00% | 232 | $283 | $166 | -$117 | -41.27% |
Frequently asked questions about BEAT
Who owns the most BEAT stock?
The largest holders of BEAT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HEARTBEAM INC (BEAT).
Is BEAT widely held by superinvestors?
Many widely followed stocks like BEAT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BEAT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.