HeartBeam Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.14 M | $1.60 M | 78.45% | 4.05% |
| BLACKROCK, INC. | 08/07/2026 | 987.84 K | $740.88 K | 9.96% | 1.87% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 912.50 K | $684.38 K | 100.00% | 1.73% |
| BLEICHROEDER LP | 08/13/2026 | 625.00 K | $468.75 K | 100.00% | 1.18% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 479.39 K | $359.59 K | 27.09% | 0.91% |
| SMITH, SALLEY & ASSOCIATES | 07/23/2026 | 367.65 K | $275.74 K | 0.00% | 0.70% |
| UBS GROUP AG | 08/13/2026 | 298.92 K | $224.19 K | -10.82% | 0.57% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 274.82 K | $206.11 K | 83.14% | 0.52% |
| SIGMA PLANNING CORP | 08/07/2026 | 247.70 K | $185.78 K | 86.87% | 0.47% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 247.06 K | $185.29 K | -0.16% | 0.47% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 208.19 K | $156.14 K | 0.00% | 0.39% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 208.19 K | $156.14 K | 0.00% | 0.39% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 173.44 K | $130.08 K | -0.29% | 0.33% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 134.43 K | $100.83 K | 26.88% | 0.25% |
| STATE STREET CORP | 09/22/2026 | 125.47 K | $94.11 K | 0.00% | 0.24% |
| NORTHERN TRUST CORP | 08/13/2026 | 101.13 K | $75.85 K | 73.87% | 0.19% |
| SPECTRUM ASSET MANAGEMENT, INC. (NB/CA) | 08/03/2026 | 100.40 K | $75.30 K | 6.36% | 0.19% |
| CANNON FINANCIAL STRATEGISTS, INC. | 08/07/2026 | 72.79 K | $54.59 K | 0.00% | 0.14% |
| MORGAN STANLEY | 08/13/2026 | 57.05 K | $42.78 K | -2.65% | 0.11% |
| XTX TOPCO LTD | 08/14/2026 | 54.27 K | $40.71 K | 355.47% | 0.10% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 51.00 K | $38.25 K | 0.00% | 0.10% |
| ADVISORY RESEARCH INC | 08/13/2026 | 50.00 K | $37.50 K | 0.00% | 0.09% |
| D'ORAZIO & ASSOCIATES, INC. | 07/28/2026 | 48.99 K | $36.74 K | 0.00% | 0.09% |
| CIBC BANCORP USA INC. | 08/13/2026 | 20.63 K | $15.47 K | 94.06% | 0.04% |
| DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | 07/15/2026 | 17.33 K | $13.00 K | 100.00% | 0.03% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 15.00 K | $11.25 K | 0.00% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 13.31 K | $9.98 K | 0.00% | 0.03% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 12.93 K | $9.70 K | 100.00% | 0.02% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 11.00 K | $8.25 K | 100.00% | 0.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 10.72 K | $8.04 K | 100.00% | 0.02% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 10.00 K | $7.50 K | 100.00% | 0.02% |
| HB WEALTH MANAGEMENT, LLC | 07/29/2026 | 10.00 K | $7.50 K | 0.00% | 0.02% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 8.75 K | $6.56 K | -5.41% | 0.02% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 6.00 K | $4.50 K | 100.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 4.31 K | $3.23 K | -41.45% | 0.01% |
| BARCLAYS PLC | 08/14/2026 | 2.69 K | $2.02 K | 100.00% | 0.01% |
| RONALD BLUE TRUST, INC. | 07/21/2026 | 1.93 K | $1.45 K | 0.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 1.25 K | $938 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.00 K | $750 | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 1.00 K | $750 | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.00 K | $750 | 0.00% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 1.00 K | $750 | 100.00% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| GHP INVESTMENT ADVISORS, INC. | 07/20/2026 | 0 | $0 | -100.00% | 0.00% |
| CENTIVA CAPITAL, LP | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| OWLS NEST PARTNERS IA, LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| ACTIVEST WEALTH MANAGEMENT | 07/16/2026 | 0 | $0 | -100.00% | 0.00% |
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HeartBeam Inc institutional Ownership - FAQ's
During the previous two years, 53 institutional investors and hedge funds held shares of HeartBeam Inc. The most heavily invested institutionals were:
VANGUARD CAPITAL MANAGEMENT LLC: 2.14 M
BlackRock, Inc.: 987,837
CORSAIR CAPITAL MANAGEMENT, L.P.: 912,500
Bleichroeder LP: 625,000
GEODE CAPITAL MANAGEMENT, LLC: 479,386
Smith, Salley & Associates: 367,647
15.37% of HeartBeam Inc stock is owned by institutional investors.
Institutional investors have bought a total of 9.26 M shares in the last 24 months. This purchase volume represents approximately $13.71 M in transactions.