Heartbeam, Inc. Common Stock — Institutional Ownership

Which tracked institutions hold BEAT, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

10
Funds holding
$1331217
Total value held
Buying
6 added/new · 1 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $740878 987837 +89516 +9.96%
2 Ubs Group Ag $224296 302754 +302754 NEW BUY
3 Raymond James Financial Inc $100826 134434 +28484 +26.88%
4 State Street Corp $94105 125473 Held
5 Northern Trust Corp $75847 101129 +42965 +73.87%
6 Morgan Stanley $42784 57045 -1554 -2.65%
7 Stifel Financial Corp $38250 51000 +51000 NEW BUY
8 Truist Financial Corp $11250 15000 Held
9 Barclays Plc $2021 2694 +2694 NEW BUY
10 Wells Fargo & Company/Mn $960 8500 Held

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.