Go Pro
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free HQY Stock Alerts

HealthEquity (HQY) Institutional Ownership

HealthEquity logo
$92.70 -0.66 (-0.71%)
As of 03:52 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for HealthEquity (NASDAQ:HQY)

Current
Institutional Ownership
Percentage
99.55%
Number of
Institutional Buyers
(last 12 months)
323
Total
Institutional Inflows
(last 12 months)
$4.00B
Number of
Institutional Sellers
(last 12 months)
197
Total
Institutional Outflows
(last 12 months)
$793.93M
Get HQY Insider Trade Alerts

Want to know when executives and insiders are buying or selling HealthEquity stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

HQY Institutional Buying and Selling by Quarter

HealthEquity Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Tidal Investments LLC42,235$3.82M0.0%+10.4%0.051%
9/9/2026 WINTON GROUP Ltd51,336$4.64M0.1%N/A0.062%
9/9/2026 Engineers Gate Manager LP5,271$476K0.0%+85.9%0.006%
9/9/2026 Integrated Wealth Concepts LLC14,949$1.35M0.0%+3.8%0.018%
9/9/2026 NewEdge Advisors LLC17,474$1.58M0.0%+34.1%0.021%
9/9/2026 IFP Advisors Inc614$55K0.0%+387.3%0.001%
9/9/2026 Baird Financial Group Inc.26,198$2.37M0.0%-5.0%0.032%
9/8/2026 Allworth Financial LP2,464$223K0.0%+138.1%0.003%
9/8/2026 Arizona State Retirement System23,310$2.11M0.0%-0.7%0.028%
9/8/2026 West Family Investments Inc.2,708$245K0.1%N/A0.003%
9/8/2026 Waverly Advisors LLC73,569$6.65M0.0%+20.5%0.089%
9/8/2026 Nykredit A S3,211$290K0.0%N/A0.004%
8/27/2026 Corient Private Wealth LP29,789$2.69M0.0%+8.6%0.036%
8/26/2026 Amundi90,327$8.16M0.0%+33.6%0.108%
8/26/2026 HighTower Advisors LLC47,414$4.28M0.0%-2.9%0.057%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al29,000$2.62M0.0%N/A0.035%
8/24/2026 California State Teachers Retirement System8,832,754$797.77M0.0%+8,679.7%10.565%
8/23/2026 HB Wealth Management LLC4,671$422K0.0%+70.2%0.006%
8/22/2026 Three Seasons Wealth LLC16,980$1.53M0.1%+41.9%0.020%
8/22/2026 Concurrent Investment Advisors LLC11,318$1.02M0.0%+44.3%0.014%
8/21/2026 Nykredit A S3,211$290K0.0%N/A0.004%
8/21/2026 B. Metzler seel. Sohn & Co. AG111,108$10.04M0.1%+29.7%0.133%
8/21/2026 Acorn Wealth Advisors LLC2,527$228K0.1%N/A0.003%
8/20/2026 Grandeur Peak Global Advisors LLC4,875$440K0.1%-86.6%0.006%
8/20/2026 Two Sigma Securities LLC11,311$1.02M0.1%N/A0.014%
8/20/2026 Sheets Smith Wealth Management8,292$749K0.1%-2.7%0.010%
8/20/2026 Greenleaf Trust3,353$303K0.0%-4.0%0.004%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC193,492$17.48M0.0%-0.7%0.231%
8/19/2026 Hsbc Holdings PLC43,615$3.92M0.0%+54.8%0.052%
8/19/2026 Wellington Management Group LLP387,894$35.04M0.0%-22.0%0.464%
8/18/2026 Bridger Management LLC51,616$4.66M3.1%N/A0.062%
8/18/2026 Grandeur Peak Global Advisors LLC4,875$440K0.1%N/A0.006%
8/18/2026 Formula Growth Ltd.34,417$3.11M1.1%N/A0.041%
8/18/2026 Public Employees Retirement System of Ohio430$39K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP27,415$2.48M0.0%N/A0.033%
8/17/2026 Park West Asset Management LLC776,651$70.15M4.8%N/A0.929%
8/17/2026 Atalan Capital Partners LP915,270$82.67M5.1%N/A1.095%
8/17/2026 Bamco Inc. NY750,394$67.78M0.1%N/A0.898%
8/17/2026 Bank of America Corp DE1,146,735$103.57M0.0%N/A1.372%
8/15/2026 Freestone Grove Partners LP6,892$622K0.0%N/A0.008%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
8/15/2026 Man Group plc67,560$6.10M0.0%N/A0.081%
8/15/2026 Jupiter Topco LLC872,972$78.85M0.0%N/A1.044%
8/14/2026 Hsbc Holdings PLC43,615$3.92M0.0%N/A0.052%
8/14/2026 EFG International AG41,028$3.71M0.1%N/A0.049%
8/14/2026 Expect Equity LLC24,200$2.19M1.4%N/A0.029%
8/14/2026 Canada Pension Plan Investment Board135,600$12.25M0.0%N/A0.162%
8/14/2026 Castleark Management LLC127,770$11.54M0.3%N/A0.153%
8/14/2026 Legal & General Group Plc118,522$10.71M0.0%N/A0.142%
8/14/2026 The Manufacturers Life Insurance Company80,893$7.31M0.0%N/A0.097%
8/14/2026 Van Hulzen Asset Management LLC5,000$452K0.0%N/A0.006%
8/13/2026 Ranger Investment Management L.P.319,253$28.84M1.8%N/A0.382%
8/13/2026 Sanctuary Advisors LLC6,695$605K0.0%N/A0.008%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.20,332$1.84M0.0%N/A0.024%
8/12/2026 Elevation Point Wealth Partners LLC6,525$589K0.0%N/A0.008%
8/12/2026 Commerce Bank7,003$633K0.0%N/A0.008%
8/12/2026 Quantbot Technologies LP6,827$617K0.0%N/A0.008%
8/12/2026 Sumitomo Life Insurance Co.17,142$1.55M0.0%N/A0.021%
8/12/2026 William Blair Investment Management LLC1,773,227$160.16M0.5%N/A2.121%
8/12/2026 EP Wealth Advisors LLC5,649$510K0.0%N/A0.007%
8/12/2026 Ieq Capital LLC31,528$2.85M0.0%N/A0.038%
8/12/2026 Callan Family Office LLC7,954$718K0.0%N/A0.010%
8/12/2026 Keebeck Wealth Management5,061$457K0.0%N/A0.006%
8/11/2026 Keating Financial Advisory Services Inc.2,592$234K0.0%N/A0.003%
8/11/2026 Paralel Advisors LLC27,661$2.50M0.1%N/A0.033%
8/11/2026 Allworth Financial LP2,464$223K0.0%N/A0.003%
8/11/2026 B. Metzler seel. Sohn & Co. AG111,108$10.04M0.1%N/A0.133%
8/11/2026 Silvant Capital Management LLC385$35K0.0%N/A0.000%
8/11/2026 Vise Technologies Inc.3,412$308K0.0%N/A0.004%
8/11/2026 Madison Asset Management LLC60,491$5.46M0.1%N/A0.072%
8/10/2026 West Family Investments Inc.2,708$245K0.1%N/A0.003%
8/10/2026 NewEdge Wealth LLC3,593$325K0.0%N/A0.004%
8/10/2026 Diversify Advisory Services LLC90,675$8.98M0.1%N/A0.108%
8/8/2026 Oxbow Advisors LLC37,990$3.43M0.3%N/A0.045%
8/8/2026 Summit Creek Advisors LLC84,157$7.60M2.6%N/A0.101%
8/7/2026 Citizens Financial Group Inc. RI4,408$398K0.0%N/A0.005%
8/7/2026 BlackRock Inc.11,277,914$1.02B0.0%N/A13.490%
8/7/2026 Deutsche Bank AG132,705$11.99M0.0%N/A0.159%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.2,139$193K0.0%N/A0.003%
8/6/2026 Global Retirement Partners LLC3,373$305K0.0%N/A0.004%
8/6/2026 Bank of New York Mellon Corp666,260$60.18M0.0%N/A0.797%
8/6/2026 Private Advisory Group LLC2,594$234K0.0%N/A0.003%
8/6/2026 Focus Partners Advisor Solutions LLC2,338$211K0.0%N/A0.003%
8/6/2026 State of Wyoming4,169$377K0.0%N/A0.005%
8/6/2026 Maridea Wealth Management LLC30,479$2.75M0.3%N/A0.036%
8/3/2026 Oppenheimer Asset Management Inc.233,378$21.08M0.2%N/A0.279%
7/10/2026 Wasatch Advisors LP7,960,735$719.01M4.7%+10.5%9.522%
7/10/2026 Handelsbanken Fonder AB36,316$3.28M0.0%+20.2%0.043%
7/10/2026 Fulton Bank N.A.8,114$733K0.0%+24.3%0.010%
7/9/2026 Steadtrust LLC7,520$679K0.3%+7.1%0.009%
7/8/2026 Gradient Investments LLC18,357$1.66M0.0%-2.2%0.022%
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad)

A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor. This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely.tc pixel

Click here to learn this company's name for free today
7/8/2026 Beacon Investment Advisory Services Inc.94,237$8.51M0.3%+63.4%0.114%
7/8/2026 Chesley Taft & Associates LLC25,255$2.28M0.1%-9.2%0.030%
7/8/2026 Assenagon Asset Management S.A.21,215$1.92M0.0%N/A0.025%
7/7/2026 GAMMA Investing LLC1,321$119K0.0%+17.1%0.002%
7/7/2026 Grant Private Wealth Management Inc2,276$206K0.1%N/A0.003%
7/7/2026 Harbor Investment Advisory LLC836$76K0.0%N/A0.001%
7/2/2026 Versant Capital Management Inc292$26K0.0%-35.5%0.000%
6/3/2026 NewEdge Advisors LLC13,027$1.09M0.0%+6.5%0.016%
6/2/2026 Optiver Holding B.V.410$34K0.0%-31.9%0.000%
5/26/2026 Glenmede Trust Co. NA179,823$15.03M0.1%-9.6%0.215%


HQY Institutional Ownership - Frequently Asked Questions

During the previous two years, 569 institutional investors and hedge funds held shares of HealthEquity. The most heavily invested institutionals were Wealthfront Advisers LLC ($10.30B), BlackRock Inc. ($1.02B), California State Teachers Retirement System ($797.77M), Vanguard Group Inc. ($794.12M), Wasatch Advisors LP ($719.01M), FMR LLC ($519.65M), and State Street Corp ($283.17M).Learn more on HealthEquity's institutional investors.

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

Of the 509 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), BlackRock Inc. ($11.28M), California State Teachers Retirement System ($8.75M), William Blair Investment Management LLC ($3.63M), Wasatch Advisors LP ($2.34M), Norges Bank ($2.23M), and Westfield Capital Management Co. LP ($1.95M).

Institutional investors have bought a total of 44,048,289 shares in the last 24 months. This purchase volume represents approximately $4.00B in transactions.

Of the 197 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: Invesco Ltd. ($1.49M), CIBC Private Wealth Group LLC ($913.65K), Allspring Global Investments Holdings LLC ($529.86K), Franklin Resources Inc. ($498.55K), Stephens Investment Management Group LLC ($333.66K), Comerica Bank ($316.94K), and Farallon Capital Management LLC ($314.80K).

Institutional investors have sold a total of 8,653,467 shares in the last 24 months. This volume of shares sold represents approximately $793.93M in transactions.


Related Companies

Institutional ownership data for NASDAQ:HQY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel