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HealthEquity (HQY) Institutional Ownership

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$89.27 -3.71 (-3.99%)
Closing price 04:00 PM Eastern
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$88.44 -0.83 (-0.94%)
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Institutional Ownership Changes (13F Filings) for HealthEquity (NASDAQ:HQY)

Current
Institutional Ownership
Percentage
99.55%
Number of
Institutional Buyers
(last 12 months)
337
Total
Institutional Inflows
(last 12 months)
$11.85B
Number of
Institutional Sellers
(last 12 months)
201
Total
Institutional Outflows
(last 12 months)
$1.03B
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HQY Institutional Buying and Selling by Quarter

HealthEquity Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025Blueshift Asset Management LLC2,558$268K0.1%-79.8%0.003%
8/13/2025Arrowstreet Capital Limited Partnership45,312$4.75M0.0%N/A0.052%
8/13/2025NBW Capital LLC53,514$5.61M1.2%+2.9%0.062%
8/13/2025M&T Bank Corp33,885$3.55M0.0%+6.3%0.039%
8/13/2025Grandeur Peak Global Advisors LLC113,577$11.90M1.4%-4.2%0.131%
8/13/2025New York State Common Retirement Fund195,041$20.43M0.0%+39.2%0.226%
8/13/2025Mackenzie Financial Corp1,267,168$132.75M0.2%-24.0%1.465%
8/13/2025Loomis Sayles & Co. L P1,031,328$108.04M0.1%-7.3%1.193%
8/13/2025Skandinaviska Enskilda Banken AB publ 1,673$175K0.0%+56.2%0.002%
8/13/2025Norges Bank716,613$75.07M0.0%N/A0.829%
8/13/2025Hsbc Holdings PLC7,561$793K0.0%+144.8%0.009%
8/13/2025Level Four Advisory Services LLC3,972$416K0.0%+17.5%0.005%
8/13/2025Advantage Alpha Capital Partners LP44,714$4.68M1.3%-27.8%0.052%
8/13/2025Elevation Point Wealth Partners LLC3,562$373K0.0%+4.5%0.004%
8/13/2025Quadrant Capital Group LLC11,035$1.16M0.0%+97.1%0.013%
8/13/2025RiverPark Advisors LLC2,176$228K0.1%+8.5%0.003%
8/13/2025Choreo LLC20,330$2.13M0.0%-1.3%0.024%
8/13/2025Russell Investments Group Ltd.191,418$20.05M0.0%+35.9%0.221%
8/13/2025Silphium Asset Management Ltd24,400$2.56M0.9%-11.3%0.028%
8/12/2025Advisors Asset Management Inc.2,437$255K0.0%+4.7%0.003%
8/12/2025XTX Topco Ltd19,304$2.02M0.1%N/A0.022%
8/12/2025Steward Partners Investment Advisory LLC862$90K0.0%-94.3%0.001%
8/12/2025Ameritas Investment Partners Inc.32,970$3.45M0.1%-1.0%0.038%
8/12/2025Prudential Financial Inc.14,155$1.44M0.0%+39.7%0.016%
8/12/2025Coldstream Capital Management Inc.2,027$212K0.0%+7.3%0.002%
8/12/2025Charles Schwab Investment Management Inc.1,129,115$118.29M0.0%+2.6%1.306%
8/12/2025American Century Companies Inc.689,741$72.26M0.0%-11.0%0.798%
8/12/2025Segall Bryant & Hamill LLC165,742$17.36M0.2%+64.8%0.192%
8/12/2025Rhumbline Advisers277,915$29.11M0.0%+2.9%0.321%
8/12/2025Franklin Resources Inc.833,949$87.36M0.0%-40.2%0.964%
8/12/2025Legal & General Group Plc163,248$17.10M0.0%+9.3%0.189%
8/12/2025JPMorgan Chase & Co.1,080,794$113.22M0.0%+19.5%1.250%
8/12/2025Swiss National Bank165,200$17.31M0.0%-1.6%0.191%
8/12/2025Handelsbanken Fonder AB21,516$2.25M0.0%-3.6%0.025%
8/12/2025Prudential PLC11,085$1.16M0.0%-3.7%0.013%
8/12/2025Dynamic Technology Lab Private Ltd27,511$2.88M0.4%N/A0.032%
8/12/2025Westfield Capital Management Co. LP1,265,208$132.54M0.6%+124.6%1.463%
8/12/2025GDS Wealth Management87,287$9.14M0.7%+28.4%0.101%
8/12/2025Ensign Peak Advisors Inc331,208$34.70M0.1%-5.5%0.383%
8/12/2025Artisan Partners Limited Partnership621,647$65.12M0.1%+44.8%0.719%
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8/11/2025 Renaissance Group LLC73,955$7.75M0.3%+30.2%0.086%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH25,154$2.64M0.0%-2.4%0.029%
8/11/2025 Integrated Quantitative Investments LLC5,807$608K0.2%N/A0.007%
8/8/2025 Summitry LLC2,884$302K0.0%+26.9%0.003%
8/8/2025 Intech Investment Management LLC51,369$5.38M0.1%-9.5%0.059%
8/8/2025 Cetera Investment Advisers7,881$826K0.0%+49.8%0.009%
8/8/2025 SG Americas Securities LLC4,563$478K0.0%-21.9%0.005%
8/8/2025 Creative Planning49,064$5.14M0.0%+41.3%0.057%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS22,258$2.33M0.0%+7.4%0.026%
8/8/2025 Banco Bilbao Vizcaya Argentaria S.A.4,666$492K0.0%N/A0.005%
8/8/2025 Police & Firemen s Retirement System of New Jersey19,264$2.02M0.0%+3.7%0.022%
8/8/2025 Geode Capital Management LLC2,147,178$224.97M0.0%+0.2%2.483%
8/8/2025 PNC Financial Services Group Inc.13,390$1.40M0.0%+2.5%0.015%
8/8/2025 Beck Bode LLC5,771$605K0.1%+7.4%0.007%
8/8/2025 KBC Group NV2,411$253K0.0%-35.7%0.003%
8/8/2025 SBI Securities Co. Ltd.756$79K0.0%+25,100.0%0.001%
8/7/2025 Hodges Capital Management Inc.21,500$2.25M0.2%-4.4%0.025%
8/7/2025 Allworth Financial LP747$78K0.0%+283.1%0.001%
8/7/2025 ProShare Advisors LLC21,347$2.24M0.0%-4.1%0.025%
8/7/2025 Profund Advisors LLC3,522$369K0.0%-5.1%0.004%
8/7/2025 Lisanti Capital Growth LLC36,345$3.81M1.1%-22.8%0.042%
8/7/2025 Zions Bancorporation National Association UT21,479$2.25M0.1%-4.6%0.025%
8/7/2025 Future Fund LLC20,511$2.15M1.0%N/A0.024%
8/7/2025 Amica Retiree Medical Trust1,153$121K0.2%-24.5%0.001%
8/7/2025 Amica Mutual Insurance Co.11,805$1.24M0.1%-24.4%0.014%
8/7/2025 Campbell & CO Investment Adviser LLC16,918$1.77M0.1%+329.0%0.020%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.1,875$196K0.0%-13.4%0.002%
8/7/2025 Los Angeles Capital Management LLC17,536$1.84M0.0%-3.6%0.020%
8/6/2025Summit Investment Advisors Inc.33,291$2.94M2.4%-1.7%0.039%
8/6/2025 Fox Run Management L.L.C.8,738$915K0.2%N/A0.010%
8/6/2025 Summit Creek Advisors LLC208,195$21.81M3.0%-15.0%0.241%
8/6/2025 EFG Asset Management North America Corp.44,594$4.67M0.7%+13.1%0.052%
8/5/2025 Crestwood Advisors Group LLC12,104$1.27M0.0%-5.2%0.014%
8/5/2025 Homestead Advisers Corp26,900$2.82M0.1%N/A0.031%
8/5/2025 Huntington National Bank750$79K0.0%+119.3%0.001%
8/5/2025 Bryce Point Capital LLC7,056$739K0.6%N/A0.008%
8/5/2025 Bank of New York Mellon Corp659,559$69.10M0.0%-0.6%0.763%
8/5/2025 Bank of Montreal Can15,422$1.62M0.0%-16.3%0.018%
8/5/2025 Montanaro Asset Management Ltd28,100$2.94M0.8%+83.7%0.032%
8/5/2025 Versor Investments LP19,963$2.09M0.4%-34.5%0.023%
8/5/2025 Geneva Capital Management LLC1,108,241$116.10M1.9%+6.2%1.282%
8/4/2025 Moody Aldrich Partners LLC71,215$7.46M1.4%+4.9%0.082%
8/4/2025 Strs Ohio15,900$1.67M0.0%+40.7%0.018%
8/4/2025 Atria Investments Inc22,395$2.35M0.0%+183.6%0.026%
8/4/2025 Retirement Systems of Alabama214,787$22.50M0.1%+0.2%0.248%
8/4/2025 MeadowBrook Investment Advisors LLC3,090$324K0.3%-3.4%0.004%
8/4/2025 Assetmark Inc.5,467$573K0.0%-7.1%0.006%
8/4/2025 Hantz Financial Services Inc.1,102$115K0.0%+2,587.8%0.001%
8/4/2025 Arkadios Wealth Advisors4,135$433K0.0%+12.1%0.005%
8/1/2025 Motley Fool Wealth Management LLC113,555$11.90M0.7%-9.5%0.131%
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8/1/2025 Motley Fool Asset Management LLC114,567$12.00M0.6%-3.2%0.132%
8/1/2025 Peregrine Capital Management LLC95,778$10.03M0.3%+2.6%0.111%
8/1/2025 Teacher Retirement System of Texas23,151$2.43M0.0%-2.8%0.027%
8/1/2025 Bessemer Group Inc.288,025$30.18M0.0%-28.1%0.333%
8/1/2025 Ashton Thomas Private Wealth LLC5,112$536K0.0%N/A0.006%
8/1/2025 Envestnet Asset Management Inc.136,259$14.19M0.0%+5.9%0.158%
7/31/2025 Nisa Investment Advisors LLC3,787$397K0.0%+2.9%0.004%
7/31/2025 Oppenheimer Asset Management Inc.106,922$11.20M0.1%+42.2%0.124%
7/31/2025 Shaker Investments LLC OH4,861$509K0.2%N/A0.006%
7/31/2025 AlphaQuest LLC410$43K0.0%-71.3%0.000%
(Data available from 1/1/2016 forward)

HQY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HQY shares?

During the previous two years, 469 institutional investors and hedge funds held shares of HealthEquity. The most heavily invested institutionals were Wealthfront Advisers LLC ($10.30B), Vanguard Group Inc. ($779.59M), Wasatch Advisors LP ($720.94M), FMR LLC ($519.65M), State Street Corp ($256.35M), Geode Capital Management LLC ($224.97M), and Invesco Ltd. ($216.17M).Learn more on HealthEquity's institutional investors.

What percentage of HealthEquity's stock is owned by institutional investors?

99.55% of HealthEquity's stock is owned by institutional investors. Learn more on HQY's institutional investor holdings.

Which institutional investors have been buying HealthEquity's stock?

Of the 409 institutional investors that purchased HealthEquity's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthfront Advisers LLC ($107.39M), Motley Fool Asset Management LLC ($3.68M), Norges Bank ($2.15M), Westfield Capital Management Co. LP ($1.27M), Invesco Ltd. ($1.13M), Wasatch Advisors LP ($1.05M), and FMR LLC ($1.03M).

How much institutional buying is happening at HealthEquity?

Institutional investors have bought a total of 124,063,314 shares in the last 24 months. This purchase volume represents approximately $11.85B in transactions.

Which of HealthEquity's major shareholders have been selling company stock?

Of the 201 institutional investors that sold HealthEquity's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($1.55M), Mackenzie Financial Corp ($1.09M), Franklin Resources Inc. ($843.50K), Fuller & Thaler Asset Management Inc. ($501.82K), JPMorgan Chase & Co. ($395.30K), Clearbridge Investments LLC ($328.37K), and Allspring Global Investments Holdings LLC ($325.59K).

How much institutional selling is happening at HealthEquity?

Institutional investors have sold a total of 11,179,241 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.


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This page (NASDAQ:HQY) was last updated on 8/13/2025 by MarketBeat.com Staff
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