BEAT Institutional Ownership
Who owns HeartBeam, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 42 funds reported holding BEAT at Jun 30, 2026, together owning 14.4% of the company.
- ▲20 buying vs 12 selling
- ▲Held by funds +5.3 pts
- ▲Funds holding +4
- ●No superinvestor moves
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 42 | 38 | +10.5% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 8.1M | 5.1M | +57.7% |
| Held by funds | 14.4% | 9.1% | +5.3 pts |
| New positions | 10 | 6 | +66.7% |
| Increased | 10 | 7 | +42.9% |
| Reduced | 6 | 3 | +100.0% |
| Sold out | 6 | 10 | −40.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outWho owns BEAT
share of fund held shares- Index and passive funds50.8%
- Active managers and hedge funds42.3%
- Banks and brokers7.0%
- Pensions, insurers and other0.0%
The top 10 holders own 81.1% of all BEAT shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
6 funds changed their position- Sigma Planning CorpAdded+140K sh
- Davidson Kahn Capital Management, LLCSold out−17K sh
- Kestra Advisory Services, LLCSold out−10K sh
- Cannon Financial Strategists, Inc.Added+20K sh
- Farther Finance Advisors, LLCAdded+6,000 sh
🔒 Free account: see all 6.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 3.79% | 2.1M | $1.6M | +940K |
| 2 | BlackRock, Inc. | 1.75% | 988K | $741K | +90K |
| 3 | Corsair Capital Management, L.P. | 1.62% | 913K | $684K | +913K |
| 4 | Bleichroeder LP | 1.11% | 625K | $469K | +625K |
| 5 | Geode Capital Management, LLC | 0.85% | 479K | $360K | +102K |
| 6 | Smith Salley Wealth Management | 0.65% | 368K | $276K | 0 |
| 7 | UBS Group AG | 0.53% | 299K | $224K | −36K |
| 8 | Vanguard Fiduciary Trust Co | 0.49% | 275K | $206K | +125K |
| 9 | Sigma Planning Corp | 0.44% | 248K | $186K | +115K |
| 10 | Beacon Pointe Advisors, LLC | 0.44% | 247K | $185K | −400 |
- Vanguard Capital Management LLC+940K sh+$705K
- Corsair Capital Management, L.P.+913K sh+$684K
- Bleichroeder LP+625K sh+$469K
- Vanguard Fiduciary Trust Co+125K sh+$94K
- Sigma Planning Corp+115K sh+$86K
- Geode Capital Management, LLC+102K sh+$77K
- BlackRock, Inc.+90K sh+$67K
- Northern Trust Corp+43K sh+$32K
- Centiva Capital, LP−35K sh−$42K
- Activest Wealth Management−34K sh−$42K
- Owls Nest Partners IA, LLC−25K sh−$31K
- UBS Group AG−36K sh−$27K
- Royal Bank of Canada−3,000 sh−$4K
- GHP Investment Advisors, Inc.−2,500 sh−$3K
- Tower Research Capital LLC (TRC)−3,050 sh−$2K
- Morgan Stanley−1,554 sh−$1K
BEAT institutional ownership FAQ
Who owns the most BEAT stock?
In Q2 2026 13F filings the largest holder of BEAT was Vanguard Capital Management LLC, followed by BlackRock, Inc. and Corsair Capital Management, L.P.. Index fund managers are usually the biggest holders of large companies.
What percentage of BEAT is owned by institutions?
Funds that file 13F reports held 14.4% of BEAT's shares at Jun 30, 2026, compared with 9.1% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying BEAT?
In Q2 2026, 20 funds bought BEAT (10 of them new positions) and 12 sold (6 sold out completely). Our fund sentiment for BEAT is bullish.
What is BEAT's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this BEAT ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.