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HealthEquity (HQY) Institutional Ownership

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$92.78 +0.69 (+0.75%)
Closing price 04:00 PM Eastern
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$92.38 -0.40 (-0.43%)
As of 04:10 PM 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)
350
Total
Institutional Inflows
(last 12 months)
$12.02B
Number of
Institutional Sellers
(last 12 months)
214
Total
Institutional Outflows
(last 12 months)
$1.23B
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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
10/9/2025Curated Wealth Partners LLC2,628$249K0.0%+10.4%0.003%
10/9/2025Voya Investment Management LLC119,842$11.36M0.0%-58.6%0.139%
10/8/2025Chesley Taft & Associates LLC25,260$2.39M0.1%+67.9%0.029%
10/7/2025 Grant Private Wealth Management Inc2,336$221K0.1%N/A0.003%
10/7/2025 1620 Investment Advisors Inc.2,640$250K0.2%+26.3%0.003%
10/6/2025 Gradient Investments LLC18,840$1.79M0.0%-4.3%0.022%
10/6/2025 City Center Advisors LLC2,606$247K0.2%N/A0.003%
10/6/2025 Inspirion Wealth Advisors LLC75,005$7.11M1.0%+15.4%0.087%
10/6/2025 Overbrook Management Corp44,970$4.26M0.8%-5.3%0.052%
10/2/2025 GAMMA Investing LLC1,776$168K0.0%-11.5%0.002%
9/26/2025Corient Private Wealth LLC4,913$515K0.0%N/A0.006%
9/24/2025Texas Permanent School Fund Corp32,934$3.45M0.0%-13.7%0.038%
9/4/2025Osaic Holdings Inc.12,441$1.28M0.0%+2.2%0.014%
8/27/2025Orion Porfolio Solutions LLC3,770$395K0.0%+14.9%0.004%
8/27/2025Squarepoint Ops LLC35,142$3.68M0.0%+172.1%0.041%
8/26/2025Thrivent Financial for Lutherans282,442$29.59M0.1%-17.0%0.327%
8/22/2025Cim Investment Management Inc.7,834$786K0.1%+100.5%0.009%
8/19/2025B. Riley Wealth Advisors Inc.2,608$273K0.0%N/A0.003%
8/19/2025Ranger Investment Management L.P.282,480$29.59M2.1%-31.7%0.327%
8/19/2025State of Wyoming3,071$322K0.0%-48.1%0.004%
8/18/2025Ashford Capital Management Inc.279,404$29.27M3.4%+1.6%0.323%
8/18/2025Castleark Management LLC75,730$7.93M0.2%-2.9%0.088%
8/15/2025CANADA LIFE ASSURANCE Co66,921$7.01M0.0%-2.7%0.077%
8/15/2025Tower Research Capital LLC TRC 14,121$1.48M0.0%+222.5%0.016%
8/15/2025Corient Private Wealth LLC4,977$518K0.0%N/A0.006%
8/15/2025Captrust Financial Advisors32,223$3.38M0.0%+66.3%0.037%
8/15/2025Wasatch Advisors LP6,101,064$639.15M3.3%-15.7%7.056%
8/15/2025Tidal Investments LLC11,700$1.23M0.0%N/A0.014%
8/15/2025Orion Porfolio Solutions LLC3,770$395K0.0%+14.9%0.004%
8/15/2025Man Group plc254,652$26.68M0.1%+1,331.8%0.294%
8/15/2025Meiji Yasuda Asset Management Co Ltd.2,072$217K0.0%N/A0.002%
8/15/2025Lazard Asset Management LLC387,801$40.63M0.1%+0.6%0.448%
8/15/2025Goodnow Investment Group LLC16,790$1.76M0.2%-1.2%0.019%
8/15/2025EP Wealth Advisors LLC5,164$541K0.0%-3.9%0.006%
8/15/2025Engineers Gate Manager LP13,077$1.37M0.0%N/A0.015%
8/15/2025Benjamin Edwards Inc.5,972$626K0.0%N/A0.007%
8/15/2025BNP Paribas Financial Markets21,761$2.28M0.0%+89.4%0.025%
8/15/2025Brevan Howard Capital Management LP27,455$2.88M0.0%+226.7%0.032%
8/15/2025Balyasny Asset Management L.P.141,779$14.85M0.0%+991.5%0.164%
8/15/2025Bamco Inc. NY780,000$81.71M0.2%-0.6%0.902%
8/15/2025Bank of America Corp DE708,734$74.25M0.0%+1.7%0.820%
8/15/2025Ameriprise Financial Inc.732,434$76.73M0.0%+9.3%0.847%
8/15/2025AQR Capital Management LLC1,107,448$116.02M0.1%+148.5%1.281%
8/14/2025Clough Capital Partners L P43,500$4.56M0.5%-50.0%0.050%
8/14/2025Viking Global Investors LP219,746$23.02M0.1%N/A0.254%
8/14/2025Raymond James Financial Inc.425,005$44.52M0.0%-2.0%0.492%
8/14/2025Bayesian Capital Management LP19,500$2.04M0.3%N/A0.023%
8/14/2025Forest Hill Capital LLC29,576$3.10M2.2%-13.2%0.034%
8/14/2025Quantinno Capital Management LP7,972$835K0.0%+63.5%0.009%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.102,419$10.73M0.0%-6.2%0.118%
8/14/2025Diversify Wealth Management LLC90,523$9.48M0.6%+0.2%0.105%
8/14/2025Alliancebernstein L.P.230,652$24.16M0.0%+6.1%0.267%
8/14/2025The Manufacturers Life Insurance Company 94,210$9.87M0.0%-3.6%0.109%
8/14/2025Squarepoint Ops LLC35,142$3.68M0.0%+172.1%0.041%
8/14/2025Sei Investments Co.642,013$67.26M0.1%-4.2%0.742%
8/14/2025Frontier Capital Management Co. LLC112,597$11.80M0.1%+24.9%0.130%
8/14/2025NewEdge Advisors LLC11,681$1.22M0.0%-7.5%0.014%
8/14/2025Next Century Growth Investors LLC129,465$13.56M1.0%+31.7%0.150%
8/14/2025Qube Research & Technologies Ltd75,204$7.88M0.0%N/A0.087%
8/14/2025State Street Corp3,184,220$333.58M0.0%-2.9%3.682%
8/14/2025Daiwa Securities Group Inc.1,900$199K0.0%-9.5%0.002%
8/14/2025Thematics Asset Management102,009$10.69M0.5%-8.8%0.118%
8/14/2025Vega Investment Solutions779$82K0.0%-49.2%0.001%
8/14/2025California Public Employees Retirement System143,794$15.06M0.0%-59.5%0.166%
8/14/2025Cerity Partners LLC27,404$2.87M0.0%+82.4%0.032%
8/14/2025Federated Hermes Inc.9,383$983K0.0%-3.8%0.011%
8/14/2025Formula Growth Ltd.29,490$3.09M1.2%-1.7%0.034%
8/13/2025Jump Financial LLC4,284$449K0.0%N/A0.005%
8/13/2025Bosun Asset Management LLC4,110$431K0.1%N/A0.005%
8/13/2025Cresset Asset Management LLC2,759$289K0.0%-48.4%0.003%
8/13/2025Brown Advisory Inc.1,627,024$170.45M0.2%-15.8%1.881%
8/13/2025Amundi30,203$3.06M0.0%+9.3%0.035%
8/13/2025Marshall Wace LLP52,335$5.48M0.0%N/A0.061%
8/13/2025Baird Financial Group Inc.45,244$4.74M0.0%+371.4%0.052%
8/13/2025First Trust Advisors LP51,326$5.38M0.0%-65.1%0.059%
8/13/2025Guggenheim Capital LLC13,397$1.40M0.0%-4.6%0.015%
8/13/2025EverSource Wealth Advisors LLC32,676$3.42M0.2%+20,981.3%0.038%
8/13/2025Invesco Ltd.2,365,860$247.85M0.0%-3.3%2.736%
8/13/2025Greenhouse Funds LLLP911,815$95.52M3.9%+19.2%1.054%
8/13/2025CW Advisors LLC5,107$535K0.0%+56.0%0.006%
8/13/2025PharVision Advisers LLC2,019$212K0.3%N/A0.002%
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%
(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, 485 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 ($639.15M), FMR LLC ($519.65M), State Street Corp ($333.58M), Invesco Ltd. ($247.85M), and Geode Capital Management LLC ($224.97M).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 427 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 125,606,066 shares in the last 24 months. This purchase volume represents approximately $12.02B in transactions.

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

Of the 214 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: Wasatch Advisors LP ($1.38M), Mackenzie Financial Corp ($1.09M), Millennium Management LLC ($1.06M), Franklin Resources Inc. ($843.50K), Fuller & Thaler Asset Management Inc. ($501.82K), Brown Advisory Inc. ($459.00K), and JPMorgan Chase & Co. ($395.30K).

How much institutional selling is happening at HealthEquity?

Institutional investors have sold a total of 12,954,202 shares in the last 24 months. This volume of shares sold represents approximately $1.23B in transactions.


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This page (NASDAQ:HQY) was last updated on 10/9/2025 by MarketBeat.com Staff
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