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HealthEquity (HQY) Institutional Ownership

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$94.40 -0.41 (-0.43%)
Closing price 07/10/2026 04:00 PM Eastern
Extended Trading
$94.47 +0.07 (+0.07%)
As of 07/10/2026 04:10 PM 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 Massive. 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)
347
Total
Institutional Inflows
(last 12 months)
$1.83B
Number of
Institutional Sellers
(last 12 months)
234
Total
Institutional Outflows
(last 12 months)
$1.19B
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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
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%
7/10/2026 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%
7/8/2026 Beacon Investment Advisory Services Inc.94,237$8.51M0.3%+63.4%0.113%
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%
6/3/2026NewEdge 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%
5/26/2026Axiom Investment Management LLC396$33K0.0%N/A0.000%
5/22/2026Summitry LLC4,371$365K0.0%+10.3%0.005%
5/22/2026Segall Bryant & Hamill LLC169,049$14.13M0.2%-4.9%0.202%
5/19/2026Bank of America Corp DE862,008$72.04M0.0%+43.5%1.028%
5/19/2026Janus Henderson Group PLC850,411$71.07M0.0%+3.7%1.014%
5/18/2026Amundi67,592$5.65M0.0%+2,130.8%0.081%
5/18/2026EverSource Wealth Advisors LLC65,890$5.51M0.2%+21.2%0.079%
5/18/2026California State Teachers Retirement System100,604$8.41M0.0%+23.7%0.120%
5/18/2026Royal Bank of Canada299,007$24.99M0.0%-11.7%0.357%
5/18/2026Ranger Investment Management L.P.271,223$22.67M1.6%-0.8%0.324%
5/18/2026Eversept Partners LP51,614$4.31M0.2%-72.2%0.062%
5/16/2026Ashford Capital Management Inc.266,481$22.27M2.8%-1.9%0.318%
5/16/2026The Manufacturers Life Insurance Company 81,166$6.78M0.0%-4.8%0.097%
5/16/2026Quantinno Capital Management LP44,162$3.69M0.0%+230.4%0.053%
5/16/2026Lazard Asset Management LLC341,399$28.53M0.0%-2.8%0.407%
5/16/2026Castleark Management LLC48,510$4.05M0.1%N/A0.058%
5/15/2026Waverly Advisors LLC61,055$5.10M0.0%-2.7%0.072%
5/15/2026Granahan Investment Management LLC122,099$10.20M0.5%+34.1%0.145%
5/15/2026Entropy Technologies LP6,911$578K0.0%-19.6%0.008%
5/14/2026Public Employees Retirement System of Ohio77,914$6.51M0.0%+23.4%0.092%
5/14/2026Keebeck Wealth Management5,373$449K0.1%+13.2%0.006%
5/14/2026Arrowstreet Capital Limited Partnership2,781$232K0.0%-88.7%0.003%
5/14/2026Sei Investments Co.602,721$50.37M0.0%-9.9%0.713%
5/14/2026State of Wyoming10,367$866K0.1%N/A0.012%
5/13/2026Cetera Investment Advisers26,251$2.19M0.0%+1.2%0.031%
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5/13/2026Aureus Asset Management LLC31,670$2.65M0.2%-85.6%0.037%
5/13/2026First Trust Advisors LP38,086$3.18M0.0%+24.3%0.045%
5/12/2026Westpac Banking Corp986$82K0.0%N/A0.001%
5/8/2026PNC Financial Services Group Inc.13,126$1.10M0.0%-12.9%0.016%
5/8/2026Madison Asset Management LLC60,405$5.05M0.1%-0.9%0.072%
5/7/2026WCM Investment Management LLC193,371$15.76M0.0%-17.3%0.229%
5/7/2026Dimensional Fund Advisors LP1,627,039$135.96M0.0%+2.9%1.926%
5/7/2026Swiss National Bank169,200$14.14M0.0%-0.5%0.200%
5/6/2026California Public Employees Retirement System153,570$12.83M0.0%+0.5%0.182%
5/6/2026Future Fund LLC50,580$4.23M1.5%+14.1%0.060%
5/6/2026Assetmark Inc.901$75K0.0%-37.9%0.001%
5/6/2026Bessemer Group Inc.388,422$32.46M0.1%+4.0%0.460%
5/6/2026Allspring Global Investments Holdings LLC266,615$22.23M0.0%-63.5%0.316%
5/5/2026Bank of New York Mellon Corp599,254$50.08M0.0%-3.6%0.709%
5/5/2026Three Seasons Wealth LLC11,966$1M0.4%+116.7%0.014%
5/5/2026Sanctuary Advisors LLC6,325$529K0.0%+27.2%0.007%
5/4/2026State of Michigan Retirement System20,522$1.72M0.0%+1.0%0.024%
5/4/2026Principal Financial Group Inc.304,049$25.41M0.0%+9.6%0.360%
5/4/2026Teachers Retirement System of The State of Kentucky25,476$2.13M0.0%-32.1%0.030%
5/2/2026International Assets Investment Management LLC553$46K0.0%+18,333.3%0.001%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS21,406$1.79M0.0%-0.7%0.025%
5/1/2026Citizens Financial Group Inc. RI4,471$374K0.0%N/A0.005%
5/1/2026Fifth Third Bancorp25,200$2.11M0.0%+2,370.6%0.030%
4/30/2026Hsbc Holdings PLC28,181$2.36M0.0%+373.6%0.033%
4/30/2026Peterson Wealth Services7,723$645K0.2%+7.0%0.009%
4/30/2026Oregon Public Employees Retirement Fund17,576$1.47M0.0%+2.3%0.021%
4/29/2026Swedbank AB706,300$59.03M0.1%+61.5%0.836%
4/28/2026Hodges Capital Management Inc.5,000$418K0.0%-50.0%0.006%
4/28/2026Abel Hall LLC5,694$476K0.1%N/A0.007%
4/28/2026Stephens Inc. AR6,361$532K0.0%-15.2%0.008%
4/28/2026Stephens Investment Management Group LLC684,619$57.21M0.8%-5.7%0.810%
4/28/2026Praxis Investment Management Inc.2,811$235K0.0%+15.7%0.003%
4/27/2026Oxbow Advisors LLC37,653$3.15M0.3%N/A0.045%
4/27/2026HB Wealth Management LLC2,744$229K0.0%N/A0.003%
4/27/2026New York State Teachers Retirement System83,898$7.01M0.0%+6.5%0.099%
4/27/2026Leonteq Securities AG382$32K0.0%+159.9%0.000%
4/27/2026Elevation Point Wealth Partners LLC5,836$488K0.0%N/A0.007%
4/25/2026Strs Ohio33,200$2.78M0.0%-48.4%0.039%
4/24/2026 Fulton Bank N.A.6,526$545K0.0%+27.0%0.008%
4/24/2026Peregrine Capital Management LLC126,231$10.55M0.4%+16.1%0.149%
4/23/2026Inspire Investing LLC4,095$342K0.0%+13.0%0.005%
4/22/2026Janney Montgomery Scott LLC7,568$632K0.0%-5.5%0.009%
4/22/20261492 Capital Management LLC55,772$4.66M1.8%-0.3%0.066%
4/22/2026Pictet Asset Management Holding SA13,440$1.12M0.0%+8.9%0.016%
4/21/2026Maridea Wealth Management LLC29,272$2.45M0.4%+40.1%0.035%
4/21/2026Wasatch Advisors LP7,202,934$601.95M4.0%+9.3%8.526%
4/21/2026Louisiana State Employees Retirement System24,800$2.07M0.0%N/A0.029%
4/21/2026First American Bank16,042$1.34M0.1%-23.4%0.019%
4/20/2026Ritholtz Wealth Management3,170$265K0.0%+30.3%0.004%
4/20/2026BTC Capital Management Inc.6,907$577K0.0%+35.0%0.008%
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4/20/2026Fifth Third Wealth Advisors LLC2,872$240K0.0%+4.2%0.003%
4/20/2026OP Asset Management Ltd19,105$1.60M0.0%N/A0.023%
4/17/2026Elk River Wealth Management LLC62,610$5.23M0.9%-2.3%0.074%
4/16/2026SG Americas Securities LLC17,354$1.45M0.0%+31.1%0.021%
3/20/2026Hsbc Holdings PLC5,951$546K0.0%-74.5%0.007%
3/17/2026Rockefeller Capital Management L.P.14,491$1.33M0.0%+61.9%0.017%
3/10/2026Montanaro Asset Management Ltd37,200$3.41M0.9%+13.1%0.044%
3/9/2026Corient Private Wealth LLC2,384$219K0.0%N/A0.003%
3/3/2026Caitong International Asset Management Co. Ltd438$40K0.0%+2,476.5%0.001%
2/24/2026Pacer Advisors Inc.13,427$1.23M0.0%+16.9%0.016%


HQY Institutional Ownership - Frequently Asked Questions

During the previous two years, 554 institutional investors and hedge funds held shares of HealthEquity. The most heavily invested institutionals were Wealthfront Advisers LLC ($10.30B), Vanguard Group Inc. ($794.12M), Wasatch Advisors LP ($719.01M), FMR LLC ($519.65M), State Street Corp ($283.17M), Geode Capital Management LLC ($201.69M), and Westfield Capital Management Co. LP ($178.86M).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 497 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), Wasatch Advisors LP ($2.34M), Norges Bank ($2.23M), Westfield Capital Management Co. LP ($1.95M), William Blair Investment Management LLC ($1.86M), AQR Capital Management LLC ($1.53M), and Swedbank AB ($1.14M).

Institutional investors have bought a total of 19,355,976 shares in the last 24 months. This purchase volume represents approximately $1.83B in transactions.

Of the 233 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. ($1.57M), Wasatch Advisors LP ($1.13M), Franklin Resources Inc. ($1.06M), CIBC Private Wealth Group LLC ($913.65K), Allspring Global Investments Holdings LLC ($618.22K), Mackenzie Financial Corp ($495.36K), and Brown Advisory Inc. ($395.92K).

Institutional investors have sold a total of 12,397,758 shares in the last 24 months. This volume of shares sold represents approximately $1.19B in transactions.


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This page (NASDAQ:HQY) was last updated on 7/11/2026 by MarketBeat.com Staff.
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