HeartBeam Ownership | Who Owns HeartBeam?
HeartBeam Ownership Summary
HeartBeam is owned by 15.37% institutional investors, 19.57% insiders, and 65.06% retail investors. Vanguard group is the largest institutional shareholder, holding 3.15% of BEAT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.61% of its assets in HeartBeam shares.
BEAT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | HeartBeam | 15.37% | 19.57% | 65.06% |
| Sector | Healthcare Stocks | 246.48% | 12.12% | -158.60% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 1.08M | 3.15% | $2.60M |
| Blackrock funding, inc. /de | 898.32K | 2.66% | $1.10M |
| Geode capital management | 377.21K | 1.12% | $460.27K |
| Smith, salley & associates | 367.65K | 1.09% | $448.53K |
| Ubs group | 335.19K | 0.99% | $408.93K |
| Beacon pointe advisors | 247.46K | 0.73% | $301.90K |
| Sigma planning | 387.20K | 0.73% | $141.95K |
| Ritholtz wealth management | 208.19K | 0.62% | $253.99K |
| O'shaughnessy asset management | 208.19K | 0.62% | $253.99K |
| Kestra private wealth services | 173.94K | 0.52% | $212.21K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Spectrum asset management, inc. (nb/ca) | 94.40K | 0.04% | $115.17K |
| Smith, salley & associates | 367.65K | 0.02% | $448.53K |
| Cannon financial strategists | 72.79K | 0.01% | $88.80K |
| D'orazio & associates | 48.99K | 0.01% | $59.77K |
| Advisory research | 50.00K | 0.01% | $61.00K |
| Ritholtz wealth management | 208.19K | 0.00% | $253.99K |
| Sigma planning | 387.20K | 0.00% | $141.95K |
| Kestra private wealth services | 173.94K | 0.00% | $212.21K |
| Beacon pointe advisors | 247.46K | 0.00% | $301.90K |
| O'shaughnessy asset management | 208.19K | 0.00% | $253.99K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Beacon pointe advisors | 247.46K | 0.00% | 247.46K |
| Vanguard fiduciary trust | 150.06K | - | 150.06K |
| Sigma planning | 387.20K | 0.00% | 139.50K |
| Geode capital management | 377.21K | - | 71.47K |
| O'shaughnessy asset management | 208.19K | 0.00% | 69.01K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 335.19K | 0.00% | -118.53K |
| Pasadena private wealth | - | - | -60.55K |
| Goldman sachs group | - | - | -37.75K |
| Centiva capital, lp | - | - | -34.71K |
| Vanguard group | 1.08M | - | -34.18K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Beacon pointe advisors | 247.46K | 0.00% | 247.46K | $301.90K |
| Vanguard fiduciary trust | 150.06K | - | 150.06K | $183.08K |
| Susquehanna group, llp | 43.60K | - | 43.60K | $100.28K |
| Vanguard global advisers | 13.31K | - | 13.31K | $16.24K |
| Cibc private wealth group | 10.63K | - | 10.63K | $25.51K |
Sold Out
| Holder | Change |
|---|---|
| Barclays | -16.00 |
| Citigroup | -232.00 |
| Fmr | -336.00 |
| Jpmorgan chase | -500.00 |
| Assetmark | -700.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 42 | 10.53% | 8,113,578 | 57.69% | 15 | 9.57% | 20 | 17.65% | 6 | 100.00% |
| Mar 31, 2026 | 37 | -9.76% | 5,144,200 | 12.72% | 15 | 8.67% | 17 | -26.09% | 3 | -50.00% |
| Dec 31, 2025 | 17 | -55.26% | 2,633,063 | -21.31% | 7 | 7.83% | 10 | -16.67% | 3 | -40.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.45M | 2.61% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.45M | 2.61% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.45M | 2.57% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 656.12K | 1.16% | - |
| Abante Quant Value FI | 256.99K | 0.46% | - |
| Fidelity Extended Market Index | 246.46K | 0.44% | -1.32K |
| iShares Micro-Cap ETF | 148.43K | 0.26% | -1.02K |
| Extended Equity Market Fund E | 89.36K | 0.22% | 67.73K |
| Extended Equity Market Fund B | 89.36K | 0.22% | 67.73K |
| Extended Equity Market Fund K | 76.09K | 0.19% | -557.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 16, 2026 | Ferrari Richard | - | Buy | $46.00K |
| Apr 16, 2026 | Cruickshank Tim | CFO | Buy | $25.00K |
| Apr 16, 2026 | Elfrink Willem | - | Buy | $150.00K |
| Apr 16, 2026 | JAFF MICHAEL R | - | Buy | $25.00K |
| Apr 16, 2026 | Vajdic Branislav | - | Buy | $25.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | 9 | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | - |
BEAT Ownership FAQ
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