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HealthEquity (HQY) Institutional Ownership

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$88.29 +0.31 (+0.35%)
Closing price 08/28/2025 04:00 PM Eastern
Extended Trading
$88.46 +0.17 (+0.20%)
As of 05:22 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
349
Total
Institutional Inflows
(last 12 months)
$12.02B
Number of
Institutional Sellers
(last 12 months)
212
Total
Institutional Outflows
(last 12 months)
$1.21B
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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
8/27/2025 Orion Porfolio Solutions LLC3,770$395K0.0%+14.9%0.004%
8/27/2025 Squarepoint Ops LLC35,142$3.68M0.0%+172.1%0.041%
8/26/2025 Thrivent Financial for Lutherans282,442$29.59M0.1%-17.0%0.327%
8/22/2025 Cim Investment Management Inc.7,834$786K0.1%+100.5%0.009%
8/19/2025 B. Riley Wealth Advisors Inc.2,608$273K0.0%N/A0.003%
8/19/2025 Ranger Investment Management L.P.282,480$29.59M2.1%-31.7%0.327%
8/19/2025 State of Wyoming3,071$322K0.0%-48.1%0.004%
8/18/2025 Ashford Capital Management Inc.279,404$29.27M3.4%+1.6%0.323%
8/18/2025 Castleark Management LLC75,730$7.93M0.2%-2.9%0.088%
8/15/2025 CANADA LIFE ASSURANCE Co66,921$7.01M0.0%-2.7%0.077%
8/15/2025 Tower Research Capital LLC TRC 14,121$1.48M0.0%+222.5%0.016%
8/15/2025 Corient Private Wealth LLC4,977$518K0.0%N/A0.006%
8/15/2025 Captrust Financial Advisors32,223$3.38M0.0%+66.3%0.037%
8/15/2025 Wasatch Advisors LP6,101,064$639.15M3.3%-15.7%7.056%
8/15/2025 Tidal Investments LLC11,700$1.23M0.0%N/A0.014%
8/15/2025 Orion Porfolio Solutions LLC3,770$395K0.0%+14.9%0.004%
8/15/2025 Man Group plc254,652$26.68M0.1%+1,331.8%0.294%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.2,072$217K0.0%N/A0.002%
8/15/2025 Lazard Asset Management LLC387,801$40.63M0.1%+0.6%0.448%
8/15/2025 Goodnow Investment Group LLC16,790$1.76M0.2%-1.2%0.019%
8/15/2025 EP Wealth Advisors LLC5,164$541K0.0%-3.9%0.006%
8/15/2025 Engineers Gate Manager LP13,077$1.37M0.0%N/A0.015%
8/15/2025 Benjamin Edwards Inc.5,972$626K0.0%N/A0.007%
8/15/2025 BNP Paribas Financial Markets21,761$2.28M0.0%+89.4%0.025%
8/15/2025 Brevan Howard Capital Management LP27,455$2.88M0.0%+226.7%0.032%
8/15/2025 Balyasny Asset Management L.P.141,779$14.85M0.0%+991.5%0.164%
8/15/2025 Bamco Inc. NY780,000$81.71M0.2%-0.6%0.902%
8/15/2025 Bank of America Corp DE708,734$74.25M0.0%+1.7%0.820%
8/15/2025 Ameriprise Financial Inc.732,434$76.73M0.0%+9.3%0.847%
8/15/2025 AQR Capital Management LLC1,107,448$116.02M0.1%+148.5%1.281%
8/14/2025 Clough Capital Partners L P43,500$4.56M0.5%-50.0%0.050%
8/14/2025 Viking Global Investors LP219,746$23.02M0.1%N/A0.254%
8/14/2025 Raymond James Financial Inc.425,005$44.52M0.0%-2.0%0.492%
8/14/2025 Bayesian Capital Management LP19,500$2.04M0.3%N/A0.023%
8/14/2025 Forest Hill Capital LLC29,576$3.10M2.2%-13.2%0.034%
8/14/2025 Quantinno Capital Management LP7,972$835K0.0%+63.5%0.009%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.102,419$10.73M0.0%-6.2%0.118%
8/14/2025 Diversify Wealth Management LLC90,523$9.48M0.6%+0.2%0.105%
8/14/2025 Alliancebernstein L.P.230,652$24.16M0.0%+6.1%0.267%
8/14/2025 The Manufacturers Life Insurance Company 94,210$9.87M0.0%-3.6%0.109%
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8/14/2025 Squarepoint Ops LLC35,142$3.68M0.0%+172.1%0.041%
8/14/2025 Sei Investments Co.642,013$67.26M0.1%-4.2%0.742%
8/14/2025 Frontier Capital Management Co. LLC112,597$11.80M0.1%+24.9%0.130%
8/14/2025 NewEdge Advisors LLC11,681$1.22M0.0%-7.5%0.014%
8/14/2025 Next Century Growth Investors LLC129,465$13.56M1.0%+31.7%0.150%
8/14/2025 Qube Research & Technologies Ltd75,204$7.88M0.0%N/A0.087%
8/14/2025 State Street Corp3,184,220$333.58M0.0%-2.9%3.682%
8/14/2025 Daiwa Securities Group Inc.1,900$199K0.0%-9.5%0.002%
8/14/2025 Thematics Asset Management102,009$10.69M0.5%-8.8%0.118%
8/14/2025 Vega Investment Solutions779$82K0.0%-49.2%0.001%
8/14/2025 California Public Employees Retirement System143,794$15.06M0.0%-59.5%0.166%
8/14/2025 Cerity Partners LLC27,404$2.87M0.0%+82.4%0.032%
8/14/2025 Federated Hermes Inc.9,383$983K0.0%-3.8%0.011%
8/14/2025 Formula Growth Ltd.29,490$3.09M1.2%-1.7%0.034%
8/13/2025 Jump Financial LLC4,284$449K0.0%N/A0.005%
8/13/2025 Bosun Asset Management LLC4,110$431K0.1%N/A0.005%
8/13/2025 Cresset Asset Management LLC2,759$289K0.0%-48.4%0.003%
8/13/2025 Brown Advisory Inc.1,627,024$170.45M0.2%-15.8%1.881%
8/13/2025 Amundi30,203$3.06M0.0%+9.3%0.035%
8/13/2025 Marshall Wace LLP52,335$5.48M0.0%N/A0.061%
8/13/2025 Baird Financial Group Inc.45,244$4.74M0.0%+371.4%0.052%
8/13/2025 First Trust Advisors LP51,326$5.38M0.0%-65.1%0.059%
8/13/2025 Guggenheim Capital LLC13,397$1.40M0.0%-4.6%0.015%
8/13/2025 EverSource Wealth Advisors LLC32,676$3.42M0.2%+20,981.3%0.038%
8/13/2025 Invesco Ltd.2,365,860$247.85M0.0%-3.3%2.736%
8/13/2025 Greenhouse Funds LLLP911,815$95.52M3.9%+19.2%1.054%
8/13/2025 CW Advisors LLC5,107$535K0.0%+56.0%0.006%
8/13/2025 PharVision Advisers LLC2,019$212K0.3%N/A0.002%
8/13/2025 Blueshift Asset Management LLC2,558$268K0.1%-79.8%0.003%
8/13/2025 Arrowstreet Capital Limited Partnership45,312$4.75M0.0%N/A0.052%
8/13/2025 NBW Capital LLC53,514$5.61M1.2%+2.9%0.062%
8/13/2025 M&T Bank Corp33,885$3.55M0.0%+6.3%0.039%
8/13/2025 Grandeur Peak Global Advisors LLC113,577$11.90M1.4%-4.2%0.131%
8/13/2025 New York State Common Retirement Fund195,041$20.43M0.0%+39.2%0.226%
8/13/2025 Mackenzie Financial Corp1,267,168$132.75M0.2%-24.0%1.465%
8/13/2025 Loomis Sayles & Co. L P1,031,328$108.04M0.1%-7.3%1.193%
8/13/2025 Skandinaviska Enskilda Banken AB publ 1,673$175K0.0%+56.2%0.002%
8/13/2025 Norges Bank716,613$75.07M0.0%N/A0.829%
8/13/2025 Hsbc Holdings PLC7,561$793K0.0%+144.8%0.009%
8/13/2025 Level Four Advisory Services LLC3,972$416K0.0%+17.5%0.005%
8/13/2025 Advantage Alpha Capital Partners LP44,714$4.68M1.3%-27.8%0.052%
8/13/2025 Elevation Point Wealth Partners LLC3,562$373K0.0%+4.5%0.004%
8/13/2025 Quadrant Capital Group LLC11,035$1.16M0.0%+97.1%0.013%
8/13/2025 RiverPark Advisors LLC2,176$228K0.1%+8.5%0.003%
8/13/2025 Choreo LLC20,330$2.13M0.0%-1.3%0.024%
8/13/2025 Russell Investments Group Ltd.191,418$20.05M0.0%+35.9%0.221%
8/13/2025 Silphium Asset Management Ltd24,400$2.56M0.9%-11.3%0.028%
8/12/2025 Advisors Asset Management Inc.2,437$255K0.0%+4.7%0.003%
8/12/2025 XTX Topco Ltd19,304$2.02M0.1%N/A0.022%
8/12/2025 Steward Partners Investment Advisory LLC862$90K0.0%-94.3%0.001%
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8/12/2025 Ameritas Investment Partners Inc.32,970$3.45M0.1%-1.0%0.038%
8/12/2025 Prudential Financial Inc.14,155$1.44M0.0%+39.7%0.016%
8/12/2025 Coldstream Capital Management Inc.2,027$212K0.0%+7.3%0.002%
8/12/2025 Charles Schwab Investment Management Inc.1,129,115$118.29M0.0%+2.6%1.306%
8/12/2025 American Century Companies Inc.689,741$72.26M0.0%-11.0%0.798%
8/12/2025 Segall Bryant & Hamill LLC165,742$17.36M0.2%+64.8%0.192%
8/12/2025 Rhumbline Advisers277,915$29.11M0.0%+2.9%0.321%
8/12/2025 Franklin Resources Inc.833,949$87.36M0.0%-40.2%0.964%
8/12/2025 Legal & General Group Plc163,248$17.10M0.0%+9.3%0.189%
8/12/2025 JPMorgan Chase & Co.1,080,794$113.22M0.0%+19.5%1.250%
(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, 484 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 424 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 125,599,303 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 212 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 12,776,240 shares in the last 24 months. This volume of shares sold represents approximately $1.21B in transactions.


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This page (NASDAQ:HQY) was last updated on 8/29/2025 by MarketBeat.com Staff
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