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HealthEquity (HQY) Institutional Ownership

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$85.72 -0.70 (-0.81%)
As of 04:00 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)
278
Total
Institutional Inflows
(last 12 months)
$11.61B
Number of
Institutional Sellers
(last 12 months)
168
Total
Institutional Outflows
(last 12 months)
$707.23M
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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
4/30/2025Cerity Partners LLC15,023$1.33M0.0%-7.3%0.017%
4/30/2025Alps Advisors Inc.8,824$780K0.0%-10.4%0.010%
4/30/2025MeadowBrook Investment Advisors LLC3,200$283K0.3%-8.8%0.004%
4/30/2025Greenleaf Trust2,407$213K0.0%+7.8%0.003%
4/30/2025M&T Bank Corp31,883$2.82M0.0%-30.6%0.037%
4/30/2025Brown Advisory Inc.1,932,930$170.81M0.2%-7.3%2.235%
4/30/2025Crossmark Global Holdings Inc.6,296$556K0.0%+4.3%0.007%
4/29/2025 Envestnet Asset Management Inc.128,657$11.37M0.0%+12.1%0.149%
4/29/2025 Bank of New York Mellon Corp663,862$58.67M0.0%-11.0%0.768%
4/29/2025 Moody Aldrich Partners LLC67,880$6.00M1.3%+47.9%0.078%
4/28/2025 Principal Financial Group Inc.266,841$23.58M0.0%+1.5%0.309%
4/28/2025 Mutual Advisors LLC5,172$444K0.0%N/A0.006%
4/28/2025 Teacher Retirement System of Texas23,829$2.11M0.0%+25.2%0.028%
4/28/2025 WCM Investment Management LLC232,641$20.23M0.1%N/A0.269%
4/28/2025 DAVENPORT & Co LLC344,181$30.42M0.2%-13.1%0.398%
4/28/2025 Summit Trail Advisors LLC3,636$321K0.0%+16.2%0.004%
4/28/2025 Vontobel Holding Ltd.14,821$1.31M0.0%+10.9%0.017%
4/28/2025 ABLE Financial Group LLC22,671$2.00M0.6%+4.4%0.026%
4/25/2025 Peregrine Capital Management LLC93,332$8.25M0.3%-9.7%0.108%
4/25/2025 New York State Teachers Retirement System84,675$7.48M0.0%+2.6%0.098%
4/25/2025 Amalgamated Bank38,115$3.37M0.0%-4.3%0.044%
4/25/2025 Lisanti Capital Growth LLC47,100$4.16M1.2%+467.5%0.054%
4/24/2025 Overbrook Management Corp69,416$6.13M1.4%-5.3%0.080%
4/24/2025 Allspring Global Investments Holdings LLC884,830$77.02M0.1%-7.0%1.023%
4/24/2025 Mirae Asset Global Investments Co. Ltd.24,655$2.18M0.0%+7,983.6%0.029%
4/23/2025 Sequoia Financial Advisors LLC16,645$1.47M0.0%+15.9%0.019%
4/23/2025 Bessemer Group Inc.400,394$35.38M0.1%+34.9%0.463%
4/23/2025 Sheets Smith Wealth Management8,262$730K0.1%+3.7%0.010%
4/23/2025 Scharf Investments LLC2,652$234K0.0%-7.9%0.003%
4/23/2025 Oppenheimer Asset Management Inc.75,206$6.65M0.1%+6.5%0.087%
4/22/2025 Covea Finance32,000$2.83M0.1%+77.8%0.037%
4/21/2025 Retirement Systems of Alabama214,384$18.95M0.1%-0.3%0.248%
4/21/2025 State of Alaska Department of Revenue10,136$895K0.0%+1.8%0.012%
4/17/2025 Janney Montgomery Scott LLC6,276$555K0.0%+17.3%0.007%
4/17/2025 Grant Private Wealth Management Inc2,631$233K0.3%-4.6%0.003%
4/17/2025 Vaughan Nelson Investment Management L.P.835,413$73.83M0.7%+10.1%0.966%
4/16/2025 Wealth Enhancement Advisory Services LLC6,380$564K0.0%+24.7%0.007%
4/16/2025 Aubrey Capital Management Ltd26,000$2.30M0.9%N/A0.030%
4/15/2025 Fifth Third Bancorp955$84K0.0%+17.5%0.001%
4/15/2025 Integrated Advisors Network LLC2,936$259K0.0%N/A0.003%
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4/15/2025 SG Americas Securities LLC5,843$516K0.0%+7.1%0.007%
4/15/2025 Curated Wealth Partners LLC2,946$260K0.0%+16.9%0.003%
4/15/2025 Avanza Fonder AB3,372$299K0.0%-15.1%0.004%
4/15/2025 GAMMA Investing LLC1,571$139K0.0%+25.9%0.002%
4/14/2025 Yousif Capital Management LLC30,837$2.73M0.0%-2.9%0.036%
4/14/2025 Harbor Capital Advisors Inc.38,930$3.44M0.2%+86,411.1%0.045%
4/14/2025 Portside Wealth Group LLC2,667$236K0.0%+13.5%0.003%
4/14/2025 City Center Advisors LLC2,836$251K0.3%-25.9%0.003%
4/14/2025 UMB Bank n.a.848$75K0.0%+104.8%0.001%
4/11/2025 Congress Asset Management Co.68,253$6.03M0.0%+168.0%0.079%
4/11/2025 Radnor Capital Management LLC6,040$534K0.1%+6.2%0.007%
4/10/2025 Chesley Taft & Associates LLC12,622$1.12M0.1%+44.7%0.015%
4/10/2025 Portside Wealth Group LLC2,349$225K0.0%N/A0.003%
4/10/2025 Hennion & Walsh Asset Management Inc.3,137$277K0.0%+40.0%0.004%
4/10/2025 Whipplewood Advisors LLC774$68K0.0%+5,060.0%0.001%
4/9/2025 Inspirion Wealth Advisors LLC65,000$5.74M0.8%-13.3%0.075%
4/9/2025 Gradient Investments LLC20,587$1.82M0.0%-10.5%0.024%
4/8/2025 Rhumbline Advisers269,977$23.86M0.0%+1.0%0.312%
4/8/2025 BTC Capital Management Inc.5,593$494K0.0%-14.6%0.006%
4/7/2025 GAMMA Investing LLC138,829$122.68M0.0%+11,024.1%0.161%
4/3/2025 Versant Capital Management Inc322$28K0.0%N/A0.000%
3/24/2025Wellington Management Group LLP679,603$65.21M0.0%-1.6%0.784%
3/18/2025California State Teachers Retirement System81,549$7.83M0.0%-0.7%0.094%
3/17/2025 Wealth Enhancement Advisory Services LLC5,115$491K0.0%+40.2%0.006%
3/10/2025Mattson Financial Services LLC1,721$165K0.1%-68.5%0.002%
2/27/2025 ABLE Financial Group LLC21,725$2.09M0.6%+8.5%0.025%
2/20/2025Mackenzie Financial Corp1,935,154$185.68M0.2%-17.9%2.233%
2/20/2025Forum Financial Management LP2,232$214K0.0%N/A0.003%
2/19/2025Public Employees Retirement System of Ohio97,323$9.34M0.0%+6.1%0.112%
2/18/2025GTS Securities LLC2,493$239K0.0%N/A0.003%
2/18/2025AlphaQ Advisors LLC3,265$313K0.9%N/A0.004%
2/18/2025Castleark Management LLC102,930$9.88M0.3%+42.7%0.119%
2/18/2025Ashford Capital Management Inc.269,312$25.84M3.0%-11.8%0.311%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC366,753$35.19M0.0%+11.3%0.423%
2/17/2025Woodline Partners LP187,956$18.03M0.1%-44.2%0.217%
2/17/2025Two Sigma Investments LP13,822$1.33M0.0%-3.3%0.016%
2/17/2025Shay Capital LLC5,700$547K0.1%N/A0.007%
2/17/2025Royal Bank of Canada433,190$41.56M0.0%+10.6%0.500%
2/17/2025ProShare Advisors LLC28,253$2.71M0.0%+42.8%0.033%
2/17/2025Quantinno Capital Management LP3,174$305K0.0%N/A0.004%
2/17/2025Main Management ETF Advisors LLC9,968$956K0.0%-8.2%0.012%
2/17/2025Man Group plc217,782$20.90M0.1%+2.7%0.251%
2/17/2025Nomura Holdings Inc.11,566$1.11M0.0%N/A0.013%
2/17/2025Nicholas Investment Partners LP64,747$6.21M0.5%N/A0.075%
2/17/2025Nuveen Asset Management LLC548,725$52.65M0.0%-9.0%0.633%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.114,886$11.02M0.0%+4.6%0.133%
2/17/2025Iron Triangle Partners LP335,614$32.20M3.5%N/A0.387%
2/17/2025Janus Henderson Group PLC833,916$80.02M0.0%-7.3%0.962%
2/17/2025Forest Hill Capital LLC30,076$2.89M2.2%-20.0%0.035%
2/17/2025Ethic Inc.3,554$341K0.0%N/A0.004%
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2/17/2025Ensign Peak Advisors Inc277,064$26.58M0.0%-17.4%0.320%
2/17/2025FORA Capital LLC5,582$536K0.1%N/A0.006%
2/17/2025Fred Alger Management LLC16,497$1.58M0.0%N/A0.019%
2/17/2025Frontier Capital Management Co. LLC43,760$4.20M0.0%N/A0.050%
2/17/2025Deutsche Bank AG118,199$11.34M0.0%+25.9%0.136%
2/17/2025EP Wealth Advisors LLC4,555$437K0.0%+9.7%0.005%
2/17/2025Cresset Asset Management LLC4,030$387K0.0%-6.7%0.005%
2/17/2025Cetera Investment Advisers3,572$343K0.0%+6.7%0.004%
2/17/2025Brevan Howard Capital Management LP2,089$200K0.0%N/A0.002%
2/17/2025Captrust Financial Advisors21,959$2.11M0.0%+117.7%0.025%
(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, 437 institutional investors and hedge funds held shares of HealthEquity. The most heavily invested institutionals were Wealthfront Advisers LLC ($10.30B), Vanguard Group Inc. ($861.26M), Wasatch Advisors LP ($720.94M), BlackRock Inc. ($653.26M), FMR LLC ($519.65M), State Street Corp ($256.35M), and Geode Capital Management LLC ($200.52M).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 365 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), Wasatch Advisors LP ($3.03M), Norges Bank ($1.43M), Clearbridge Investments LLC ($1.26M), FMR LLC ($1.24M), and Mackenzie Financial Corp ($990.89K).

How much institutional buying is happening at HealthEquity?

Institutional investors have bought a total of 135,871,201 shares in the last 24 months. This purchase volume represents approximately $12.52B in transactions.

Which HealthEquity major shareholders have been selling company stock?

Of the 233 institutional investors that sold HealthEquity stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wasatch Advisors LP ($1.26M), William Blair Investment Management LLC ($1.08M), TimesSquare Capital Management LLC ($860.72K), Allspring Global Investments Holdings LLC ($673.12K), JPMorgan Chase & Co. ($578.21K), Victory Capital Management Inc. ($507.70K), and Millennium Management LLC ($493.99K).

How much institutional selling is happening at HealthEquity?

Institutional investors have sold a total of 14,580,410 shares in the last 24 months. This volume of shares sold represents approximately $1.15B in transactions.


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This page (NASDAQ:HQY) was last updated on 4/30/2025 by MarketBeat.com Staff
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