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HealthEquity (HQY) Institutional Ownership

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$87.25 -1.19 (-1.35%)
Closing price 04:00 PM Eastern
Extended Trading
$87.23 -0.02 (-0.02%)
As of 07:30 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)
324
Total
Institutional Inflows
(last 12 months)
$3.21B
Number of
Institutional Sellers
(last 12 months)
196
Total
Institutional Outflows
(last 12 months)
$793.39M
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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
9/29/2026Cim Investment Management Inc.4,007$362K0.1%+5.0%0.005%
9/9/2026Tidal Investments LLC42,235$3.82M0.0%+10.4%0.051%
9/9/2026WINTON GROUP Ltd51,336$4.64M0.1%N/A0.062%
9/9/2026Engineers Gate Manager LP5,271$476K0.0%+85.9%0.006%
9/9/2026Integrated Wealth Concepts LLC14,949$1.35M0.0%+3.8%0.018%
9/9/2026NewEdge Advisors LLC17,474$1.58M0.0%+34.1%0.021%
9/9/2026IFP Advisors Inc614$55K0.0%+387.3%0.001%
9/9/2026Baird Financial Group Inc.26,198$2.37M0.0%-5.0%0.032%
9/8/2026Allworth Financial LP2,464$223K0.0%+138.1%0.003%
9/8/2026Arizona State Retirement System23,310$2.11M0.0%-0.7%0.028%
9/8/2026West Family Investments Inc.2,708$245K0.1%N/A0.003%
9/8/2026Waverly Advisors LLC73,569$6.65M0.0%+20.5%0.089%
9/8/2026Nykredit A S3,211$290K0.0%N/A0.004%
8/27/2026Corient Private Wealth LP29,789$2.69M0.0%+8.6%0.036%
8/26/2026Amundi90,327$8.16M0.0%+33.6%0.108%
8/26/2026HighTower Advisors LLC47,414$4.28M0.0%-2.9%0.057%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al29,000$2.62M0.0%N/A0.035%
8/23/2026HB Wealth Management LLC4,671$422K0.0%+70.2%0.006%
8/22/2026Three Seasons Wealth LLC16,980$1.53M0.1%+41.9%0.020%
8/22/2026Concurrent Investment Advisors LLC11,318$1.02M0.0%+44.3%0.014%
8/21/2026Nykredit A S3,211$290K0.0%N/A0.004%
8/21/2026B. Metzler seel. Sohn & Co. AG111,108$10.04M0.1%+29.7%0.133%
8/21/2026Acorn Wealth Advisors LLC2,527$228K0.1%N/A0.003%
8/20/2026Grandeur Peak Global Advisors LLC4,875$440K0.1%-86.6%0.006%
8/20/2026Two Sigma Securities LLC11,311$1.02M0.1%N/A0.014%
8/20/2026Sheets Smith Wealth Management8,292$749K0.1%-2.7%0.010%
8/20/2026Greenleaf Trust3,353$303K0.0%-4.0%0.004%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC193,492$17.48M0.0%-0.7%0.231%
8/19/2026Hsbc Holdings PLC43,615$3.92M0.0%+54.8%0.052%
8/19/2026Wellington Management Group LLP387,894$35.04M0.0%-22.0%0.464%
8/18/2026Bridger Management LLC51,616$4.66M3.1%N/A0.062%
8/18/2026Grandeur Peak Global Advisors LLC4,875$440K0.1%N/A0.006%
8/18/2026Formula Growth Ltd.34,417$3.11M1.1%N/A0.041%
8/18/2026Public Employees Retirement System of Ohio430$39K0.0%N/A0.001%
8/17/2026Corient Private Wealth LP27,415$2.48M0.0%N/A0.033%
8/17/2026Park West Asset Management LLC776,651$70.15M4.8%N/A0.929%
8/17/2026Atalan Capital Partners LP915,270$82.67M5.1%N/A1.095%
8/17/2026Bamco Inc. NY750,394$67.78M0.1%N/A0.898%
8/17/2026Bank of America Corp DE1,146,735$103.57M0.0%N/A1.372%
8/15/2026Freestone Grove Partners LP6,892$622K0.0%N/A0.008%
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8/15/2026Man Group plc67,560$6.10M0.0%N/A0.081%
8/15/2026Jupiter Topco LLC872,972$78.85M0.0%N/A1.044%
8/14/2026Hsbc Holdings PLC43,615$3.92M0.0%N/A0.052%
8/14/2026EFG International AG41,028$3.71M0.1%N/A0.049%
8/14/2026Expect Equity LLC24,200$2.19M1.4%N/A0.029%
8/14/2026Canada Pension Plan Investment Board135,600$12.25M0.0%N/A0.162%
8/14/2026Castleark Management LLC127,770$11.54M0.3%N/A0.153%
8/14/2026Legal & General Group Plc118,522$10.71M0.0%N/A0.142%
8/14/2026The Manufacturers Life Insurance Company80,893$7.31M0.0%N/A0.097%
8/14/2026Van Hulzen Asset Management LLC5,000$452K0.0%N/A0.006%
8/13/2026Ranger Investment Management L.P.319,253$28.84M1.8%N/A0.382%
8/13/2026Sanctuary Advisors LLC6,695$605K0.0%N/A0.008%
8/13/2026Connor Clark & Lunn Investment Management Ltd.20,332$1.84M0.0%N/A0.024%
8/12/2026Elevation Point Wealth Partners LLC6,525$589K0.0%N/A0.008%
8/12/2026Commerce Bank7,003$633K0.0%N/A0.008%
8/12/2026Quantbot Technologies LP6,827$617K0.0%N/A0.008%
8/12/2026Sumitomo Life Insurance Co.17,142$1.55M0.0%N/A0.021%
8/12/2026William Blair Investment Management LLC1,773,227$160.16M0.5%N/A2.121%
8/12/2026EP Wealth Advisors LLC5,649$510K0.0%N/A0.007%
8/12/2026Ieq Capital LLC31,528$2.85M0.0%N/A0.038%
8/12/2026Callan Family Office LLC7,954$718K0.0%N/A0.010%
8/12/2026Keebeck Wealth Management5,061$457K0.0%N/A0.006%
8/11/2026Keating Financial Advisory Services Inc.2,592$234K0.0%N/A0.003%
8/11/2026Paralel Advisors LLC27,661$2.50M0.1%N/A0.033%
8/11/2026Allworth Financial LP2,464$223K0.0%N/A0.003%
8/11/2026B. Metzler seel. Sohn & Co. AG111,108$10.04M0.1%N/A0.133%
8/11/2026Silvant Capital Management LLC385$35K0.0%N/A0.000%
8/11/2026Vise Technologies Inc.3,412$308K0.0%N/A0.004%
8/11/2026Madison Asset Management LLC60,491$5.46M0.1%N/A0.072%
8/10/2026West Family Investments Inc.2,708$245K0.1%N/A0.003%
8/10/2026NewEdge Wealth LLC3,593$325K0.0%N/A0.004%
8/10/2026Diversify Advisory Services LLC90,675$8.98M0.1%N/A0.108%
8/8/2026Oxbow Advisors LLC37,990$3.43M0.3%N/A0.045%
8/8/2026Summit Creek Advisors LLC84,157$7.60M2.6%N/A0.101%
8/7/2026Citizens Financial Group Inc. RI4,408$398K0.0%N/A0.005%
8/7/2026BlackRock Inc.11,277,914$1.02B0.0%N/A13.490%
8/7/2026Deutsche Bank AG132,705$11.99M0.0%N/A0.159%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.2,139$193K0.0%N/A0.003%
8/6/2026Global Retirement Partners LLC3,373$305K0.0%N/A0.004%
8/6/2026Bank of New York Mellon Corp666,260$60.18M0.0%N/A0.797%
8/6/2026Private Advisory Group LLC2,594$234K0.0%N/A0.003%
8/6/2026Focus Partners Advisor Solutions LLC2,338$211K0.0%N/A0.003%
8/6/2026State of Wyoming4,169$377K0.0%N/A0.005%
8/6/2026Maridea Wealth Management LLC30,479$2.75M0.3%N/A0.036%
8/3/2026Oppenheimer Asset Management Inc.233,378$21.08M0.2%N/A0.279%
7/10/2026Wasatch Advisors LP7,960,735$719.01M4.7%+10.5%9.522%
7/10/2026Handelsbanken Fonder AB36,316$3.28M0.0%+20.2%0.043%
7/10/2026Fulton Bank N.A.8,114$733K0.0%+24.3%0.010%
7/9/2026Steadtrust LLC7,520$679K0.3%+7.1%0.009%
7/8/2026Gradient Investments LLC18,357$1.66M0.0%-2.2%0.022%
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7/8/2026Beacon Investment Advisory Services Inc.94,237$8.51M0.3%+63.4%0.114%
7/8/2026Chesley Taft & Associates LLC25,255$2.28M0.1%-9.2%0.030%
7/8/2026Assenagon Asset Management S.A.21,215$1.92M0.0%N/A0.025%
7/7/2026GAMMA Investing LLC1,321$119K0.0%+17.1%0.002%
7/7/2026Grant Private Wealth Management Inc2,276$206K0.1%N/A0.003%
7/7/2026Harbor Investment Advisory LLC836$76K0.0%N/A0.001%
7/2/2026Versant Capital Management Inc292$26K0.0%-35.5%0.000%
6/3/2026NewEdge Advisors LLC13,027$1.09M0.0%+6.5%0.016%
6/2/2026Optiver Holding B.V.410$34K0.0%-31.9%0.000%
5/26/2026Glenmede Trust Co. NA179,823$15.03M0.1%-9.6%0.215%


HQY Institutional Ownership - Frequently Asked Questions

During the previous two years, 568 institutional investors and hedge funds held shares of HealthEquity. The most heavily invested institutionals were Wealthfront Advisers LLC ($10.30B), BlackRock Inc. ($1.02B), Vanguard Group Inc. ($794.12M), Wasatch Advisors LP ($719.01M), FMR LLC ($519.65M), State Street Corp ($283.17M), and Geode Capital Management LLC ($201.69M).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 508 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), William Blair Investment Management LLC ($3.63M), Wasatch Advisors LP ($2.34M), Norges Bank ($2.23M), Westfield Capital Management Co. LP ($1.95M), and AQR Capital Management LLC ($1.53M).

Institutional investors have bought a total of 35,315,405 shares in the last 24 months. This purchase volume represents approximately $3.21B in transactions.

Of the 196 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 8,648,254 shares in the last 24 months. This volume of shares sold represents approximately $793.39M in transactions.


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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 9/29/2026. New 13F filings are added each quarter as they're published.
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