Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BEAT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $1.5M | — | 3.478% | 0.00% |
| 2 | BlackRock, Inc. | 898K | $1.1M | +0.7% | 2.608% | 0.00% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 377K | $460K | +23.4% | 1.095% | 0.00% |
| 4 | Smith, Salley & Associates | 368K | $449K | 0.0% | 1.067% | 0.02% |
| 5 | UBS Group AG | 335K | $409K | -26.1% | 0.973% | 0.00% |
| 6 | Beacon Pointe Advisors, LLC | 247K | $302K | — | 0.718% | 0.00% |
| 7 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 208K | $254K | +49.6% | 0.604% | 0.00% |
| 8 | RITHOLTZ WEALTH MANAGEMENT | 208K | $254K | 0.0% | 0.604% | 0.00% |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | 174K | $212K | -0.7% | 0.505% | 0.00% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 150K | $183K | — | 0.436% | 0.00% |
| 11 | Sigma Planning Corp | 133K | $162K | +115.0% | 0.385% | 0.00% |
| 12 | STATE STREET CORP | 125K | $153K | 0.0% | 0.364% | 0.00% |
| 13 | RAYMOND JAMES FINANCIAL INC | 106K | $129K | +3.8% | 0.308% | 0.00% |
| 14 | Spectrum Asset Management, Inc. (NB/CA) | 94K | $115K | 0.0% | 0.274% | 0.04% |
| 15 | Cannon Financial Strategists, Inc. | 73K | $89K | 0.0% | 0.211% | 0.01% |
| 16 | MORGAN STANLEY | 59K | $71K | -4.9% | 0.170% | 0.00% |
| 17 | NORTHERN TRUST CORP | 58K | $71K | 0.0% | 0.169% | 0.00% |
| 18 | STIFEL FINANCIAL CORP | 51K | $62K | 0.0% | 0.148% | 0.00% |
| 19 | ADVISORY RESEARCH INC | 50K | $61K | 0.0% | 0.145% | 0.01% |
| 20 | D'Orazio & Associates, Inc. | 49K | $60K | 0.0% | 0.142% | 0.01% |
| 21 | Centiva Capital, LP | 35K | $42K | — | 0.101% | 0.00% |
| 22 | Activest Wealth Management | 34K | $42K | +34.0% | 0.099% | 0.01% |
| 23 | Owls Nest Partners IA, LLC | 25K | $31K | — | 0.073% | 0.01% |
| 24 | TRUIST FINANCIAL CORP | 15K | $18K | 0.0% | 0.043% | 0.00% |
| 25 | Vanguard Global Advisers, LLC | 13K | $16K | — | 0.039% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BEAT — a direct measure of their conviction.
Filings activity in BEAT during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 37 | 9.8% | 24.05% | 17.64 pp | $6M | 42% |
| Q4 2025 | 41 | +7.9% | 41.69% | +20.63 pp | $11M | +98% |
| Q3 2025 | 38 | 7.3% | 21.06% | +4.07 pp | $5M | +24% |
| Q2 2025 | 41 | +14% | 16.99% | 6.41 pp | $4M | 27% |
| Q1 2025 | 36 | +0.0% | 23.40% | 176.59 pp | $6M | 94% |
| Q4 2024 | 36 | +13% | 199.99% | +176.91 pp | $107M | +1677% |
| Q3 2024 | 32 | +10% | 23.08% | +1.67 pp | $6M | +7.8% |
| Q2 2024 | 29 | — | 21.41% | — | $6M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Apr 16, 2026 | Vajdic Branislav | Buy | 31K | $0.80 | $25K |
| Apr 16, 2026 | Ferrari Richard | Buy | 63K | $0.80 | $50K |
| Apr 16, 2026 | Ferrari Richard | Buy | 58K | $0.80 | $46K |
| Apr 16, 2026 | JAFF MICHAEL R | Buy | 31K | $0.80 | $25K |
| Apr 16, 2026 | Elfrink Willem | Buy | 188K | $0.80 | $150K |
Quick answers to the most common questions about buying BEAT stock.
Based on Q1 2026 13F filings, institutional ownership of HeartBeam, Inc. stands at 24.1%, held across 37 reporting institutions.
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of BEAT, with approximately 1,197,793 shares worth $0.00B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of BEAT.
Our composite Smart Money Score for BEAT is 21 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
10 institutions opened new positions in BEAT during Q1 2026, while 14 fully exited. 2 added to existing positions and 25 trimmed.
BEAT institutional ownership fell by 17.64 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 80.9% of all reported 13F value in BEAT, and the top 25 account for 98.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
HeartBeam, Inc. (BEAT) Institutional Ownership