HeartBeam Ownership | Who Owns HeartBeam?

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HeartBeam Ownership Summary

HeartBeam is owned by 5.65% institutional investors, 23.70% insiders, and 70.65% retail investors. Vanguard group is the largest institutional shareholder, holding 3.31% of BEAT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.74% of its assets in HeartBeam shares.

BEAT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	HeartBeam	5.65%	23.70%	70.65%
Sector	Healthcare Stocks	42.53%	10.81%	46.67%
Industry	Healthcare Information Services Stocks	41.60%	12.53%	45.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	1.12M	3.31%	$1.85M
Smith, salley & associates	367.65K	1.09%	$606.62K
Geode capital management	293.60K	0.87%	$484.53K
Ubs group	192.55K	0.57%	$317.71K
Kestra private wealth services	175.99K	0.52%	$290.38K
O'shaughnessy asset management	139.18K	0.41%	$229.65K
Ritholtz wealth management	139.18K	0.41%	$229.65K
Stifel financial	100.00K	0.30%	$165.00K
Blackrock funding, inc. /de	90.04K	0.27%	$148.57K
Raymond james financial	88.05K	0.26%	$145.28K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Spectrum asset management, inc. (nb/ca)	74.40K	0.04%	$122.76K
Smith, salley & associates	367.65K	0.03%	$606.62K
Cannon financial strategists	78.74K	0.02%	$129.92K
Blong financial	10.00K	0.01%	$16.50K
Advisory research	50.00K	0.01%	$82.50K
Smart wealth	12.00K	0.01%	$19.80K
D'orazio & associates	32.99K	0.01%	$54.43K
Ritholtz wealth management	139.18K	0.00%	$229.65K
Kestra private wealth services	175.99K	0.00%	$290.38K
Sigma planning	42.40K	0.00%	$69.96K

Top Buyers

Holder	Shares	% Assets	Change
Raymond james financial	88.05K	-	59.87K
Susquehanna group, llp	43.60K	-	43.60K
Geode capital management	293.60K	-	38.73K
Kestra private wealth services	175.99K	0.00%	33.34K
Blackrock	51.44K	-	27.83K

Top Sellers

Holder	Shares	% Assets	Change
Beacon pointe advisors	-	-	-247.06K
Pasadena private wealth	-	-	-60.55K
Sigma planning	42.40K	0.00%	-31.45K
Virtu financial	-	-	-27.34K
Two sigma securities	-	-	-23.92K

New Positions

Holder	Shares	% Assets	Change	Value
Susquehanna group, llp	43.60K	-	43.60K	$100.28K
Xtx topco	16.93K	0.00%	16.93K	$27.93K
Bessemer group	15.20K	-	15.20K	$25.00K
Citigroup	3.89K	-	3.89K	$6.42K
Royal bank of canada	600.00	-	600.00	$2.00K

Sold Out

Holder	Change
Fmr	-336.00
Assetmark	-700.00
Northwestern mutual wealth management	-4.90K
Cetera investment advisers	-10.40K
First foundation advisors	-13.10K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	14	-62.16%	1,911,808	-44.92%	5	5.37%	4	-69.23%	1	-80.00%
Jun 30, 2025	40	14.29%	3,596,382	18.34%	10	10.62%	15	15.38%	5	-16.67%
Mar 31, 2025	35	2.94%	3,039,032	14.26%	10	10.12%	13	-7.14%	6	200.00%
Dec 31, 2024	34	6.25%	2,659,664	1.84%	9	10.43%	14	7.69%	2	-
Sep 30, 2024	31	6.90%	2,598,655	15.25%	9	13.43%	13	8.33%	2	-60.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	591.68K	1.74%	-12.93K
Vanguard Institutional Extnd Mkt Idx Tr	332.84K	0.98%	-151.66K
Fidelity Extended Market Index	129.69K	0.38%	7.81K
iShares Micro-Cap ETF	58.35K	0.17%	-
Fidelity Total Market Index	38.35K	0.11%	-82.00
Spartan Extended Market Index Pool F	32.59K	0.10%	1.07K
Fidelity Series Total Market Index	31.30K	0.09%	-
NT Ext Equity Mkt Idx Fd - L	25.35K	0.07%	-
Northern Trust Extended Eq Market Idx	25.35K	0.07%	-
BlackRock Extended Equity Market K	18.85K	0.07%	-8.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 14, 2025	Ferrari Richard	-	Buy	$50.00K
Feb 14, 2025	Cruickshank Tim	CFO	Buy	$30.00K
Sep 06, 2024	de Urioste George	-	Sell	$3.92K
Aug 30, 2024	de Urioste George	-	Sell	$12.71K
Aug 27, 2024	de Urioste George	-	Sell	$4.96K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	3
2024 Q2	-	-
2023 Q3	-	12
2023 Q2	-	-
2023 Q1	-	-

BEAT Ownership FAQ

Who Owns HeartBeam?

HeartBeam shareholders are primarily institutional investors at 5.65%, followed by 23.70% insiders and 70.65% retail investors. The average institutional ownership in HeartBeam's industry, Healthcare Information Services Stocks , is 41.60%, which HeartBeam falls below.

Who owns the most shares of HeartBeam?

HeartBeam’s largest shareholders are Vanguard group (1.12M shares, 3.31%), Smith, salley & associates (367.65K shares, 1.09%), and Geode capital management (293.6K shares, 0.87%). Together, they hold 5.26% of HeartBeam’s total shares outstanding.

Does Blackrock own HeartBeam?

BlackRock is not among the top 10 institutional shareholders of HeartBeam.

Who is HeartBeam’s biggest shareholder by percentage of total assets invested?

Spectrum asset management, inc. (nb/ca) is HeartBeam’s biggest shareholder by percentage of total assets invested, with 0.04% of its assets in 74.4K HeartBeam shares, valued at 122.76K$.

Who is the top mutual fund holder of HeartBeam shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of HeartBeam shares, with 1.74% of its total shares outstanding invested in 591.68K HeartBeam shares.

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