HeartBeam, Inc.
HeartBeam, Inc. (BEAT) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · BEAT · as of Sep 30, 2025
Ownership Breakdown
38
Institutional Holders
▼ 2 vs Q2
$5.52M
Total Inst. Value
▲ $1.03M vs Q2
34.44M
Shares Outstanding
freeFloat 80.30%
3.35M
13F Shares Held
▼ 250,135 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
BEAT largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC surgical & medical instruments & apparatus | 1.12M | 3.31% | 3.31% | $1.85B | Nov 7, 2025 | — held |
SMITH, SALLEY & ASSOCIATES surgical & medical instruments & apparatus | 367.6K | 1.09% | 1.09% | $606.62M | Oct 20, 2025 | — held |
GEODE CAPITAL MANAGEMENT, LLC surgical & medical instruments & apparatus | 293.6K | 86.77% | 86.77% | $484.53M | Nov 12, 2025 | ▲ 38.7K |
UBS GROUP AG surgical & medical instruments & apparatus | 192.6K | 56.91% | 56.91% | $317.71M | Nov 13, 2025 | ▼ 6.7K |
KESTRA PRIVATE WEALTH SERVICES, LLC surgical & medical instruments & apparatus | 176.0K | 52.01% | 52.01% | $290.38M | Nov 17, 2025 | ▲ 33.3K |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC surgical & medical instruments & apparatus | 139.2K | 41.14% | 41.14% | $229.65M | Nov 13, 2025 | — held |
RITHOLTZ WEALTH MANAGEMENT surgical & medical instruments & apparatus | 139.2K | 41.14% | 41.14% | $229.65M | Oct 28, 2025 | — held |
STIFEL FINANCIAL CORP surgical & medical instruments & apparatus | 100.0K | 29.56% | 29.56% | $165.00M | Nov 12, 2025 | — held |
BLACKROCK, INC. surgical & medical instruments & apparatus | 90.0K | 26.61% | 26.61% | $148.57M | Nov 12, 2025 | ▲ 1.8K |
RAYMOND JAMES FINANCIAL INC surgical & medical instruments & apparatus | 88.0K | 26.02% | 26.02% | $145.28M | Nov 14, 2025 | ▲ 59.9K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
7
Increased
+159.0K shares4
New Positions
first time holders6
Decreased
−42.8K shares7
Sold Out
fully exitedNet shares change (top 50)
+116.3K
+159.0K / −42.8K
Net new holders
-2
4 new / 7 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
BEAT insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
8
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Ferrari Richard director | Apr 16, 2026 | Purchase | 57,500 | $0.80 | $46.0K | 286.6K | Form 4 ↗ |
Cruickshank Tim CFO | Apr 16, 2026 | Purchase | 31,250 | $0.80 | $25.0K | 72.2K | Form 4 ↗ |
Elfrink Willem director | Apr 16, 2026 | Purchase | 187,500 | $0.80 | $150.0K | 538.7K | Form 4 ↗ |
JAFF MICHAEL R director | Apr 16, 2026 | Purchase | 31,250 | $0.80 | $25.0K | 31.3K | Form 4 ↗ |
Vajdic Branislav director | Apr 16, 2026 | Purchase | 31,250 | $0.80 | $25.0K | 909.9K | Form 4 ↗ |
Ferrari Richard director | Apr 16, 2026 | Purchase | 62,500 | $0.80 | $50.0K | 291.6K | Form 4 ↗ |
ENO Robert Paul President | Apr 16, 2026 | Purchase | 12,500 | $0.80 | $10.0K | 36.7K | Form 4 ↗ |
Ortigas-Wedekind Marga director | Apr 16, 2026 | Purchase | 25,000 | $0.80 | $20.0K | 137.3K | Form 4 ↗ |
STROME MARK E director | Apr 16, 2026 | Purchase | 750,000 | $0.80 | $600.0K | 3.65M | Form 4 ↗ |
Ortigas-Wedekind Marga director | Feb 9, 2026 | Award | 44,827 | $1.43 | $64.1K | 44.8K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
HeartBeam, Inc. (BEAT) is primarily owned by institutional investors, who hold approximately 9.7% of total shares outstanding. Company insiders own approximately 19.70%, while retail and public investors account for the remaining 70.58%.
The largest institutional shareholder of HeartBeam, Inc. is VANGUARD GROUP INC, holding approximately 1.12 million shares — equal to 3.31% of outstanding shares — as of September 30, 2025.
A total of 38 institutional investors currently hold BEAT stock, with a combined institutional value of approximately $5,521,327 as of the most recent 13F filing period.
Frequently asked questions
BEAT ownershipHeartBeam, Inc. (BEAT) is primarily owned by institutional investors, who hold approximately 9.7% of shares. The largest shareholder is VANGUARD GROUP INC with a 3.31% stake. Company insiders hold 19.70%. Data sourced from SEC Form 13F as of September 30, 2025.