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HealthEquity (HQY) Institutional Ownership

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$99.74 -1.45 (-1.43%)
As of 10:56 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)
315
Total
Institutional Inflows
(last 12 months)
$11.72B
Number of
Institutional Sellers
(last 12 months)
176
Total
Institutional Outflows
(last 12 months)
$880.22M
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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
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%
5/19/2025 Bayforest Capital Ltd5,025$444K0.2%+65.7%0.006%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC372,745$32.94M0.0%+1.6%0.431%
5/16/2025 Woodline Partners LP24,870$2.20M0.0%-86.8%0.029%
5/16/2025 Axiom Investors LLC DE93,654$8.28M0.1%N/A0.108%
5/16/2025 United Services Automobile Association5,637$490K0.0%N/A0.007%
5/16/2025 Aristeia Capital L.L.C.3,492$309K0.0%+60.4%0.004%
5/16/2025 Fred Alger Management LLC10,902$963K0.0%-33.9%0.013%
5/16/2025 Goldman Sachs Group Inc.1,133,166$100.14M0.0%+1.4%1.310%
5/16/2025 NewEdge Advisors LLC12,622$1.12M0.0%-2.8%0.015%
5/16/2025 Millennium Management LLC588,687$52.02M0.0%-64.2%0.681%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.109,191$9.65M0.0%-5.0%0.126%
5/16/2025 Granahan Investment Management LLC59,539$5.26M0.3%N/A0.069%
5/16/2025 Greenhouse Funds LLLP765,185$67.62M3.2%-13.5%0.885%
5/16/2025 Hancock Whitney Corp14,261$1.26M0.0%+7.0%0.016%
5/16/2025 EFG Asset Management North America Corp.39,419$3.48M0.6%-13.6%0.046%
5/16/2025 Alliancebernstein L.P.217,414$19.21M0.0%+20.6%0.251%
5/16/2025 AQR Capital Management LLC445,653$38.54M0.0%+89.9%0.515%
5/16/2025 Advisors Asset Management Inc.2,327$206K0.0%N/A0.003%
5/16/2025 AlphaQ Advisors LLC3,430$303K0.7%+5.1%0.004%
5/16/2025 Amundi27,629$2.29M0.0%+690,625.0%0.032%
5/16/2025 Adage Capital Partners GP L.L.C.12,000$1.06M0.0%+50.0%0.014%
5/15/2025 EP Wealth Advisors LLC5,372$475K0.0%+17.9%0.006%
5/15/2025 Royal Bank of Canada406,234$35.90M0.0%-6.2%0.470%
5/15/2025 Ashford Capital Management Inc.274,999$24.30M3.1%+2.1%0.318%
5/15/2025 Baird Financial Group Inc.9,598$848K0.0%N/A0.011%
5/15/2025 Clough Capital Partners L P87,000$7.69M1.0%+133.9%0.101%
5/15/2025 WPG Advisers LLC321$28K0.0%N/A0.000%
5/15/2025 State of Wyoming5,915$523K0.1%+2.9%0.007%
5/15/2025 Next Century Growth Investors LLC98,268$8.68M0.8%+30.1%0.114%
5/15/2025 Beck Bode LLC5,375$475K0.1%-39.3%0.006%
5/14/2025 B. Metzler seel. Sohn & Co. AG95,147$8.41M0.1%+53.0%0.110%
5/14/2025 Ieq Capital LLC2,945$260K0.0%+4.4%0.003%
5/14/2025 Corebridge Financial Inc.137,179$12.12M0.1%-2.6%0.159%
5/14/2025 Thematics Asset Management111,842$9.88M0.5%+97.6%0.129%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC725,551$64.12M0.2%-6.1%0.839%
5/14/2025 Comerica Bank70,153$6.20M0.0%+43.4%0.081%
5/14/2025 MetLife Investment Management LLC96,837$8.56M0.0%-2.2%0.112%
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5/14/2025 Axiom Investors LLC DE93,654$8.28M0.1%N/A0.108%
5/14/2025 Penn Capital Management Company LLC11,268$1.01M0.1%N/A0.013%
5/14/2025 Northwestern Mutual Wealth Management Co.655$58K0.0%+176.4%0.001%
5/14/2025 AlphaQuest LLC1,430$126K0.0%N/A0.002%
5/14/2025 Compound Planning Inc.4,711$416K0.0%+32.6%0.005%
5/14/2025 Advantage Alpha Capital Partners LP61,916$5.47M1.3%-14.0%0.072%
5/14/2025 Ameriprise Financial Inc.669,939$59.20M0.0%+148.1%0.775%
5/14/2025 CW Advisors LLC3,273$289K0.0%N/A0.004%
5/14/2025 Price T Rowe Associates Inc. MD639,345$56.50M0.0%+995.6%0.739%
5/14/2025 Martingale Asset Management L P2,804$248K0.0%N/A0.003%
5/14/2025 T. Rowe Price Investment Management Inc.694,720$61.39M0.0%-14.7%0.803%
5/14/2025 GDS Wealth Management68,007$6.01M0.5%+65.3%0.079%
5/14/2025 Credit Agricole S A33,496$2.96M0.0%+29.1%0.039%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S738$65K0.0%N/A0.001%
5/14/2025 Hsbc Holdings PLC3,089$273K0.0%+14.7%0.004%
5/14/2025 HC Advisors LLC8,880$785K0.6%-1.7%0.010%
5/14/2025 Fuller & Thaler Asset Management Inc.757$67K0.0%-99.8%0.001%
5/14/2025 Wellington Management Group LLP848,940$75.02M0.0%+24.9%0.981%
5/13/2025 Aviso Financial Inc.1,793$158K0.0%N/A0.002%
5/13/2025 Northern Trust Corp1,126,983$99.59M0.0%-2.4%1.303%
5/13/2025 Versor Investments LP30,492$2.70M0.4%+235.1%0.035%
5/13/2025 Cambiar Investors LLC13,848$1.22M0.1%-41.8%0.016%
5/13/2025 Raymond James Financial Inc.433,628$38.32M0.0%-9.0%0.501%
5/13/2025 Cresset Asset Management LLC5,347$473K0.0%+32.7%0.006%
5/13/2025 State of New Jersey Common Pension Fund D29,030$2.57M0.0%-11.0%0.034%
5/13/2025 American Century Companies Inc.775,147$68.50M0.0%+35.8%0.896%
5/13/2025 Dimensional Fund Advisors LP1,533,373$135.50M0.0%-3.1%1.773%
5/13/2025 Montanaro Asset Management Ltd15,300$1.35M0.4%N/A0.018%
5/13/2025 Russell Investments Group Ltd.140,829$12.45M0.0%+108.7%0.163%
5/13/2025 Prudential PLC11,505$1.02M0.0%-17.5%0.013%
5/13/2025 HighTower Advisors LLC87,786$7.76M0.0%-7.7%0.101%
5/12/2025 Motley Fool Asset Management LLC118,409$10.46M0.6%-3.4%0.137%
5/12/2025 Motley Fool Wealth Management LLC125,467$11.09M0.7%-8.2%0.145%
5/12/2025 Nuveen LLC600,607$53.08M0.0%N/A0.694%
5/12/2025 Invesco Ltd.2,446,198$216.17M0.0%+50.6%2.828%
5/12/2025 Covestor Ltd1,213$107K0.1%-18.7%0.001%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.22,633$2M0.0%-60.6%0.026%
5/12/2025 Townsquare Capital LLC22,344$1.98M0.0%+7.2%0.026%
5/12/2025 Zions Bancorporation National Association UT22,522$1.99M0.1%N/A0.026%
5/12/2025 NBW Capital LLC51,986$4.59M1.0%-34.3%0.060%
5/12/2025 Citigroup Inc.194,286$17.17M0.0%+5.3%0.225%
5/12/2025 Swiss National Bank167,900$14.84M0.0%-2.2%0.194%
5/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.2,166$191K0.0%+9.7%0.003%
5/9/2025 Ontario Teachers Pension Plan Board8,428$745K0.0%N/A0.010%
5/9/2025 Deutsche Bank AG111,251$9.83M0.0%-5.9%0.129%
5/9/2025 Charles Schwab Investment Management Inc.1,100,970$97.29M0.0%+1.3%1.273%
5/9/2025 Vanguard Group Inc.8,821,838$779.59M0.0%-1.7%10.199%
5/9/2025 New Age Alpha Advisors LLC22,175$1.96M0.1%+755.8%0.026%
5/9/2025 Westfield Capital Management Co. LP563,389$49.79M0.2%N/A0.651%
5/9/2025 Geneva Capital Management LLC1,043,754$92.24M1.7%-0.5%1.207%
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5/9/2025 PNC Financial Services Group Inc.13,063$1.15M0.0%+47.1%0.015%
5/8/2025 Blueshift Asset Management LLC12,666$1.12M0.4%N/A0.015%
5/8/2025 Alberta Investment Management Corp63,760$5.63M0.0%+416.4%0.074%
5/8/2025 US Bancorp DE18,350$1.62M0.0%+1.3%0.021%
5/8/2025 Natixis Advisors LLC188,059$16.62M0.0%+2.2%0.217%
5/8/2025 Arkadios Wealth Advisors3,689$326K0.0%-22.4%0.004%
5/8/2025 Bayforest Capital Ltd5,025$444K0.2%+65.7%0.006%
5/8/2025 Vestcor Inc19,655$1.74M0.1%+296.2%0.023%
5/8/2025 Premier Fund Managers Ltd409,992$35.61M1.3%+3,601.6%0.474%
5/8/2025 Federated Hermes Inc.9,756$862K0.0%+18.8%0.011%
(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 HQY's institutional investors.

What percentage of HealthEquity stock is owned by institutional investors?

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

Which institutional investors have been buying HealthEquity stock?

Of the 397 institutional investors that purchased HealthEquity 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 136,588,519 shares in the last 24 months. This purchase volume represents approximately $12.71B in transactions.

Which HealthEquity major shareholders have been selling company stock?

Of the 240 institutional investors that sold HealthEquity stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($1.55M), Wasatch Advisors LP ($1.26M), William Blair Investment Management LLC ($963.41K), Mackenzie Financial Corp ($702.40K), Allspring Global Investments Holdings LLC ($673.12K), TimesSquare Capital Management LLC ($578.59K), and JPMorgan Chase & Co. ($578.21K).

How much institutional selling is happening at HealthEquity?

Institutional investors have sold a total of 16,235,698 shares in the last 24 months. This volume of shares sold represents approximately $1.33B in transactions.



This page (NASDAQ:HQY) was last updated on 5/21/2025 by MarketBeat.com Staff
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