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HealthEquity (HQY) Institutional Ownership

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$87.99 -2.53 (-2.79%)
Closing price 05/29/2026 04:00 PM Eastern
Extended Trading
$86.50 -1.49 (-1.69%)
As of 05/29/2026 06:57 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.
Compare

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)
$1.77B
Number of
Institutional Sellers
(last 12 months)
233
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
5/26/2026 Glenmede Trust Co. NA179,823$15.03M0.1%-9.6%0.215%
5/26/2026 Axiom Investment Management LLC396$33K0.0%N/A0.000%
5/22/2026 Summitry LLC4,371$365K0.0%+10.3%0.005%
5/22/2026 Segall Bryant & Hamill LLC169,049$14.13M0.2%-4.9%0.202%
5/19/2026 Bank of America Corp DE862,008$72.04M0.0%+43.5%1.028%
5/19/2026 Janus Henderson Group PLC850,411$71.07M0.0%+3.7%1.014%
5/18/2026 Amundi67,592$5.65M0.0%+2,130.8%0.081%
5/18/2026 EverSource Wealth Advisors LLC65,890$5.51M0.2%+21.2%0.079%
5/18/2026 California State Teachers Retirement System100,604$8.41M0.0%+23.7%0.120%
5/18/2026 Royal Bank of Canada299,007$24.99M0.0%-11.7%0.357%
5/18/2026 Ranger Investment Management L.P.271,223$22.67M1.6%-0.8%0.324%
5/18/2026 Eversept Partners LP51,614$4.31M0.2%-72.2%0.062%
5/16/2026 Ashford Capital Management Inc.266,481$22.27M2.8%-1.9%0.318%
5/16/2026 The Manufacturers Life Insurance Company 81,166$6.78M0.0%-4.8%0.097%
5/16/2026 Quantinno Capital Management LP44,162$3.69M0.0%+230.4%0.053%
5/16/2026 Lazard Asset Management LLC341,399$28.53M0.0%-2.8%0.407%
5/16/2026 Castleark Management LLC48,510$4.05M0.1%N/A0.058%
5/15/2026 Waverly Advisors LLC61,055$5.10M0.0%-2.7%0.072%
5/15/2026 Granahan Investment Management LLC122,099$10.20M0.5%+34.1%0.145%
5/15/2026 Entropy Technologies LP6,911$578K0.0%-19.6%0.008%
5/14/2026 Public Employees Retirement System of Ohio77,914$6.51M0.0%+23.4%0.092%
5/14/2026 Keebeck Wealth Management5,373$449K0.1%+13.2%0.006%
5/14/2026 Arrowstreet Capital Limited Partnership2,781$232K0.0%-88.7%0.003%
5/14/2026 Sei Investments Co.602,721$50.37M0.0%-9.9%0.713%
5/14/2026 State of Wyoming10,367$866K0.1%N/A0.012%
5/13/2026 Cetera Investment Advisers26,251$2.19M0.0%+1.2%0.031%
5/13/2026 Aureus Asset Management LLC31,670$2.65M0.2%-85.6%0.037%
5/13/2026 First Trust Advisors LP38,086$3.18M0.0%+24.3%0.045%
5/12/2026 Westpac Banking Corp986$82K0.0%N/A0.001%
5/8/2026 PNC Financial Services Group Inc.13,126$1.10M0.0%-12.9%0.016%
5/8/2026 Madison Asset Management LLC60,405$5.05M0.1%-0.9%0.072%
5/7/2026 WCM Investment Management LLC193,371$15.76M0.0%-17.3%0.229%
5/7/2026 Dimensional Fund Advisors LP1,627,039$135.96M0.0%+2.9%1.926%
5/7/2026 Swiss National Bank169,200$14.14M0.0%-0.5%0.200%
5/6/2026 California Public Employees Retirement System153,570$12.83M0.0%+0.5%0.182%
5/6/2026 Future Fund LLC50,580$4.23M1.5%+14.1%0.060%
5/6/2026 Assetmark Inc.901$75K0.0%-37.9%0.001%
5/6/2026 Bessemer Group Inc.388,422$32.46M0.1%+4.0%0.460%
5/6/2026 Allspring Global Investments Holdings LLC266,615$22.23M0.0%-63.5%0.316%
5/5/2026 Bank of New York Mellon Corp599,254$50.08M0.0%-3.6%0.709%
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5/5/2026 Three Seasons Wealth LLC11,966$1M0.4%+116.7%0.014%
5/5/2026 Sanctuary Advisors LLC6,325$529K0.0%+27.2%0.007%
5/4/2026 State of Michigan Retirement System20,522$1.72M0.0%+1.0%0.024%
5/4/2026 Principal Financial Group Inc.304,049$25.41M0.0%+9.6%0.360%
5/4/2026 Teachers Retirement System of The State of Kentucky25,476$2.13M0.0%-32.1%0.030%
5/2/2026 International Assets Investment Management LLC553$46K0.0%+18,333.3%0.001%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS21,406$1.79M0.0%-0.7%0.025%
5/1/2026 Citizens Financial Group Inc. RI4,471$374K0.0%N/A0.005%
5/1/2026 Fifth Third Bancorp25,200$2.11M0.0%+2,370.6%0.030%
4/30/2026 Hsbc Holdings PLC28,181$2.36M0.0%+373.6%0.033%
4/30/2026 Peterson Wealth Services7,723$645K0.2%+7.0%0.009%
4/30/2026 Oregon Public Employees Retirement Fund17,576$1.47M0.0%+2.3%0.021%
4/29/2026 Swedbank AB706,300$59.03M0.1%+61.5%0.836%
4/28/2026 Hodges Capital Management Inc.5,000$418K0.0%-50.0%0.006%
4/28/2026 Abel Hall LLC5,694$476K0.1%N/A0.007%
4/28/2026 Stephens Inc. AR6,361$532K0.0%-15.2%0.008%
4/28/2026 Stephens Investment Management Group LLC684,619$57.21M0.8%-5.7%0.810%
4/28/2026 Praxis Investment Management Inc.2,811$235K0.0%+15.7%0.003%
4/27/2026 Oxbow Advisors LLC37,653$3.15M0.3%N/A0.045%
4/27/2026 HB Wealth Management LLC2,744$229K0.0%N/A0.003%
4/27/2026 New York State Teachers Retirement System83,898$7.01M0.0%+6.5%0.099%
4/27/2026 Leonteq Securities AG382$32K0.0%+159.9%0.000%
4/27/2026 Elevation Point Wealth Partners LLC5,836$488K0.0%N/A0.007%
4/25/2026 Strs Ohio33,200$2.78M0.0%-48.4%0.039%
4/24/2026 Fulton Bank N.A.6,526$545K0.0%+27.0%0.008%
4/24/2026 Peregrine Capital Management LLC126,231$10.55M0.4%+16.1%0.149%
4/23/2026 Inspire Investing LLC4,095$342K0.0%+13.0%0.005%
4/22/2026 Janney Montgomery Scott LLC7,568$632K0.0%-5.5%0.009%
4/22/2026 1492 Capital Management LLC55,772$4.66M1.8%-0.3%0.066%
4/22/2026 Pictet Asset Management Holding SA13,440$1.12M0.0%+8.9%0.016%
4/21/2026 Maridea Wealth Management LLC29,272$2.45M0.4%+40.1%0.035%
4/21/2026 Wasatch Advisors LP7,202,934$601.95M4.0%+9.3%8.526%
4/21/2026 Louisiana State Employees Retirement System24,800$2.07M0.0%N/A0.029%
4/21/2026 First American Bank16,042$1.34M0.1%-23.4%0.019%
4/20/2026 Ritholtz Wealth Management3,170$265K0.0%+30.3%0.004%
4/20/2026 BTC Capital Management Inc.6,907$577K0.0%+35.0%0.008%
4/20/2026 Fifth Third Wealth Advisors LLC2,872$240K0.0%+4.2%0.003%
4/20/2026 OP Asset Management Ltd19,105$1.60M0.0%N/A0.023%
4/17/2026 Elk River Wealth Management LLC62,610$5.23M0.9%-2.3%0.074%
4/16/2026 SG Americas Securities LLC17,354$1.45M0.0%+31.1%0.021%
3/20/2026 Hsbc Holdings PLC5,951$546K0.0%-74.5%0.007%
3/17/2026 Rockefeller Capital Management L.P.14,491$1.33M0.0%+61.9%0.017%
3/10/2026 Montanaro Asset Management Ltd37,200$3.41M0.9%+13.1%0.044%
3/9/2026 Corient Private Wealth LLC2,384$219K0.0%N/A0.003%
3/3/2026 Caitong International Asset Management Co. Ltd438$40K0.0%+2,476.5%0.001%
2/24/2026 Pacer Advisors Inc.13,427$1.23M0.0%+16.9%0.016%
2/23/2026 Virtu Financial LLC3,544$325K0.0%N/A0.004%
2/19/2026 Compound Planning Inc.3,793$347K0.0%-19.0%0.004%
2/19/2026 Invesco Ltd.871,802$79.87M0.0%-59.1%1.020%
2/19/2026 Corient Private Wealth LLC2,565$219K0.0%N/A0.003%
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2/18/2026 Mercer Global Advisors Inc. ADV5,831$534K0.0%-17.3%0.007%
2/18/2026 State of Tennessee Department of Treasury28,634$2.45M0.0%-18.9%0.034%
2/18/2026 EP Wealth Advisors LLC5,151$472K0.0%N/A0.006%
2/18/2026 Mackenzie Financial Corp1,171,806$108.18M0.1%-7.6%1.372%
2/18/2026 NewEdge Advisors LLC12,231$1.12M0.0%-2.9%0.014%
2/18/2026 XTX Topco Ltd3,160$289K0.0%N/A0.004%
2/18/2026 Zacks Investment Management33,382$3.06M0.0%+2.4%0.039%
2/18/2026 Wellington Management Group LLP767,391$70.30M0.0%-3.6%0.898%
2/18/2026 SummitTX Capital L.P.24,187$2.22M0.1%N/A0.028%
2/18/2026 Tudor Investment Corp ET AL2,411$221K0.0%-75.1%0.003%


HQY Institutional Ownership - Frequently Asked Questions

During the previous two years, 553 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 ($601.95M), 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 495 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), Norges Bank ($2.23M), Westfield Capital Management Co. LP ($1.95M), William Blair Investment Management LLC ($1.86M), Wasatch Advisors LP ($1.59M), AQR Capital Management LLC ($1.53M), and Swedbank AB ($1.14M).

Institutional investors have bought a total of 18,642,543 shares in the last 24 months. This purchase volume represents approximately $1.77B 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 12,397,597 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 5/31/2026 by MarketBeat.com Staff.
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