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HealthEquity (HQY) Institutional Ownership

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$96.18 -1.16 (-1.19%)
Closing price 07/15/2025 04:00 PM Eastern
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$97.12 +0.93 (+0.97%)
As of 07:00 AM Eastern
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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)
320
Total
Institutional Inflows
(last 12 months)
$11.73B
Number of
Institutional Sellers
(last 12 months)
177
Total
Institutional Outflows
(last 12 months)
$880.40M
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HQY Institutional Buying and Selling by Quarter

HealthEquity Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/15/2025Public Employees Retirement System of Ohio93,547$9.80M0.0%+0.8%0.108%
7/15/2025Sheets Smith Wealth Management8,419$882K0.1%+1.9%0.010%
7/15/2025Covea Finance39,200$4.11M0.2%+22.5%0.045%
7/14/2025 GAMMA Investing LLC2,006$210K0.0%+27.7%0.002%
7/14/2025 ABLE Financial Group LLC25,845$2.71M0.7%+14.0%0.030%
7/14/2025 Narus Financial Partners LLC5,996$628K0.2%+3.5%0.007%
7/14/2025 Sellwood Investment Partners LLC550$58K0.0%N/A0.001%
7/11/2025 BTC Capital Management Inc.4,646$486K0.0%-16.9%0.005%
7/11/2025 Farther Finance Advisors LLC246$26K0.0%+232.4%0.000%
7/11/2025 Elk River Wealth Management LLC64,959$6.81M1.2%-1.2%0.075%
7/10/2025 Wealth Enhancement Advisory Services LLC5,893$602K0.0%-7.6%0.007%
7/9/2025 Sivia Capital Partners LLC2,919$306K0.1%N/A0.003%
7/9/2025 Radnor Capital Management LLC6,565$688K0.1%+8.7%0.008%
7/9/2025 Chesley Taft & Associates LLC15,045$1.58M0.1%+19.2%0.017%
7/9/2025 Harbor Capital Advisors Inc.48,631$5.10M0.2%+24.9%0.056%
7/8/2025 Gradient Investments LLC19,692$2.06M0.0%-4.3%0.023%
7/8/2025 Parallel Advisors LLC1,447$152K0.0%+22.4%0.002%
6/18/2025Voya Investment Management LLC153,413$13.56M0.0%+96.5%0.177%
6/3/2025Inspire Investing LLC7,529$665K0.1%+8.6%0.009%
6/2/2025Hodges Capital Management Inc.22,500$1.99M0.2%N/A0.026%
5/28/2025Strs Ohio11,300$999K0.0%N/A0.013%
5/27/2025Iron Gate Global Advisors LLC17,723$1.57M0.2%-25.8%0.020%
5/22/2025Mattson Financial Services LLC1,988$176K0.1%+15.5%0.002%
5/20/2025Belpointe Asset Management LLC8,550$756K0.0%N/A0.010%
5/20/2025Fortis Capital Advisors LLC8,550$756K0.2%N/A0.010%
5/20/2025Intech Investment Management LLC56,775$5.02M0.1%+73.9%0.066%
5/19/2025Bayforest Capital Ltd5,025$444K0.2%+65.7%0.006%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC372,745$32.94M0.0%+1.6%0.431%
5/16/2025Woodline Partners LP24,870$2.20M0.0%-86.8%0.029%
5/16/2025Axiom Investors LLC DE93,654$8.28M0.1%N/A0.108%
5/16/2025United Services Automobile Association5,637$490K0.0%N/A0.007%
5/16/2025Aristeia Capital L.L.C.3,492$309K0.0%+60.4%0.004%
5/16/2025Fred Alger Management LLC10,902$963K0.0%-33.9%0.013%
5/16/2025Goldman Sachs Group Inc.1,133,166$100.14M0.0%+1.4%1.310%
5/16/2025NewEdge Advisors LLC12,622$1.12M0.0%-2.8%0.015%
5/16/2025Millennium Management LLC588,687$52.02M0.0%-64.2%0.681%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.109,191$9.65M0.0%-5.0%0.126%
5/16/2025Granahan Investment Management LLC59,539$5.26M0.3%N/A0.069%
5/16/2025Greenhouse Funds LLLP765,185$67.62M3.2%-13.5%0.885%
5/16/2025Hancock Whitney Corp14,261$1.26M0.0%+7.0%0.016%
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5/16/2025EFG Asset Management North America Corp.39,419$3.48M0.6%-13.6%0.046%
5/16/2025Alliancebernstein L.P.217,414$19.21M0.0%+20.6%0.251%
5/16/2025AQR Capital Management LLC445,653$38.54M0.0%+89.9%0.515%
5/16/2025Advisors Asset Management Inc.2,327$206K0.0%N/A0.003%
5/16/2025AlphaQ Advisors LLC3,430$303K0.7%+5.1%0.004%
5/16/2025Amundi27,629$2.29M0.0%+690,625.0%0.032%
5/16/2025Adage Capital Partners GP L.L.C.12,000$1.06M0.0%+50.0%0.014%
5/15/2025EP Wealth Advisors LLC5,372$475K0.0%+17.9%0.006%
5/15/2025Royal Bank of Canada406,234$35.90M0.0%-6.2%0.470%
5/15/2025Ashford Capital Management Inc.274,999$24.30M3.1%+2.1%0.318%
5/15/2025Baird Financial Group Inc.9,598$848K0.0%N/A0.011%
5/15/2025Clough Capital Partners L P87,000$7.69M1.0%+133.9%0.101%
5/15/2025WPG Advisers LLC321$28K0.0%N/A0.000%
5/15/2025State of Wyoming5,915$523K0.1%+2.9%0.007%
5/15/2025Next Century Growth Investors LLC98,268$8.68M0.8%+30.1%0.114%
5/15/2025Beck Bode LLC5,375$475K0.1%-39.3%0.006%
5/14/2025B. Metzler seel. Sohn & Co. AG95,147$8.41M0.1%+53.0%0.110%
5/14/2025Ieq Capital LLC2,945$260K0.0%+4.4%0.003%
5/14/2025Corebridge Financial Inc.137,179$12.12M0.1%-2.6%0.159%
5/14/2025Thematics Asset Management111,842$9.88M0.5%+97.6%0.129%
5/14/2025Kayne Anderson Rudnick Investment Management LLC725,551$64.12M0.2%-6.1%0.839%
5/14/2025Comerica Bank70,153$6.20M0.0%+43.4%0.081%
5/14/2025MetLife Investment Management LLC96,837$8.56M0.0%-2.2%0.112%
5/14/2025Axiom Investors LLC DE93,654$8.28M0.1%N/A0.108%
5/14/2025Penn Capital Management Company LLC11,268$1.01M0.1%N/A0.013%
5/14/2025Northwestern Mutual Wealth Management Co.655$58K0.0%+176.4%0.001%
5/14/2025AlphaQuest LLC1,430$126K0.0%N/A0.002%
5/14/2025Compound Planning Inc.4,711$416K0.0%+32.6%0.005%
5/14/2025Advantage Alpha Capital Partners LP61,916$5.47M1.3%-14.0%0.072%
5/14/2025Ameriprise Financial Inc.669,939$59.20M0.0%+148.1%0.775%
5/14/2025CW Advisors LLC3,273$289K0.0%N/A0.004%
5/14/2025Price T Rowe Associates Inc. MD639,345$56.50M0.0%+995.6%0.739%
5/14/2025Martingale Asset Management L P2,804$248K0.0%N/A0.003%
5/14/2025T. Rowe Price Investment Management Inc.694,720$61.39M0.0%-14.7%0.803%
5/14/2025GDS Wealth Management68,007$6.01M0.5%+65.3%0.079%
5/14/2025Credit Agricole S A33,496$2.96M0.0%+29.1%0.039%
5/14/2025BI Asset Management Fondsmaeglerselskab A S738$65K0.0%N/A0.001%
5/14/2025Hsbc Holdings PLC3,089$273K0.0%+14.7%0.004%
5/14/2025HC Advisors LLC8,880$785K0.6%-1.7%0.010%
5/14/2025Fuller & Thaler Asset Management Inc.757$67K0.0%-99.8%0.001%
5/14/2025Wellington Management Group LLP848,940$75.02M0.0%+24.9%0.981%
5/13/2025Aviso Financial Inc.1,793$158K0.0%N/A0.002%
5/13/2025Northern Trust Corp1,126,983$99.59M0.0%-2.4%1.303%
5/13/2025Versor Investments LP30,492$2.70M0.4%+235.1%0.035%
5/13/2025Cambiar Investors LLC13,848$1.22M0.1%-41.8%0.016%
5/13/2025Raymond James Financial Inc.433,628$38.32M0.0%-9.0%0.501%
5/13/2025Cresset Asset Management LLC5,347$473K0.0%+32.7%0.006%
5/13/2025State of New Jersey Common Pension Fund D29,030$2.57M0.0%-11.0%0.034%
5/13/2025American Century Companies Inc.775,147$68.50M0.0%+35.8%0.896%
5/13/2025Dimensional Fund Advisors LP1,533,373$135.50M0.0%-3.1%1.773%
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5/13/2025Montanaro Asset Management Ltd15,300$1.35M0.4%N/A0.018%
5/13/2025Russell Investments Group Ltd.140,829$12.45M0.0%+108.7%0.163%
5/13/2025Prudential PLC11,505$1.02M0.0%-17.5%0.013%
5/13/2025HighTower Advisors LLC87,786$7.76M0.0%-7.7%0.101%
5/12/2025Motley Fool Asset Management LLC118,409$10.46M0.6%-3.4%0.137%
5/12/2025Motley Fool Wealth Management LLC125,467$11.09M0.7%-8.2%0.145%
5/12/2025Nuveen LLC600,607$53.08M0.0%N/A0.694%
5/12/2025Invesco Ltd.2,446,198$216.17M0.0%+50.6%2.828%
5/12/2025Covestor Ltd1,213$107K0.1%-18.7%0.001%
5/12/2025Connor Clark & Lunn Investment Management Ltd.22,633$2M0.0%-60.6%0.026%
(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, 462 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), BlackRock Inc. ($653.26M), FMR LLC ($519.65M), State Street Corp ($256.35M), 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 398 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 ($1.43M), Invesco Ltd. ($1.13M), Wasatch Advisors LP ($1.05M), FMR LLC ($1.03M), and Mackenzie Financial Corp ($990.89K).

How much institutional buying is happening at HealthEquity?

Institutional investors have bought a total of 123,129,385 shares in the last 24 months. This purchase volume represents approximately $11.73B in transactions.

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

Of the 177 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 ($690.96K), Fuller & Thaler Asset Management Inc. ($501.82K), JPMorgan Chase & Co. ($395.30K), Clearbridge Investments LLC ($328.37K), Woodline Partners LP ($311.91K), and Van Berkom & Associates Inc. ($285.52K).

How much institutional selling is happening at HealthEquity?

Institutional investors have sold a total of 9,744,625 shares in the last 24 months. This volume of shares sold represents approximately $880.40M in transactions.



This page (NASDAQ:HQY) was last updated on 7/16/2025 by MarketBeat.com Staff
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