Go Pro
→ Pass by August 7… or wait until 2027? (From Crypto 101 Media) (Ad)tc pixel Free HQY Stock Alerts

HealthEquity (HQY) Institutional Ownership

HealthEquity logo
$105.27 +1.32 (+1.27%)
As of 01:03 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
99.55%
Number of
Institutional Buyers
(last 12 months)
321
Total
Institutional Inflows
(last 12 months)
$3.19B
Number of
Institutional Sellers
(last 12 months)
194
Total
Institutional Outflows
(last 12 months)
$796.88M
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
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%
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 Company 80,893$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%
Look at this $5 stock’s address (Ad)

A small public company trading under $5 a share operates inside the secure perimeter of Kennedy Space Center, right alongside SpaceX and Blue Origin. It holds a special agreement to use a multi-billion dollar federal launch facility for just $500, and its customer list already includes the Pentagon, Lockheed Martin, and GE Aerospace. Most Wall Street analysts have not caught on yet, but a major milestone could change that soon.tc pixel

Click here to see the company behind the gates
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%
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%
6/3/2026 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%
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%
5/19/2026Janus 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%
5/18/2026California 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%
5/16/2026Ashford Capital Management Inc.266,481$22.27M2.8%-1.9%0.318%
5/16/2026 The Manufacturers Life Insurance Company81,166$6.78M0.0%-4.8%0.097%
5/16/2026 Quantinno Capital Management LP44,162$3.69M0.0%+230.4%0.053%
This tiny launch company operates next to SpaceX and Blue Origin (Ad)

A small publicly traded company operates a specialized launch vehicle fleet inside the secure perimeter of Kennedy Space Center, just steps from SpaceX and Blue Origin. Under a special operating agreement, the company uses the multi-billion-dollar federal facility for just 500 dollars. Its launch system reportedly cuts fuel costs by 90 percent and enables multiple launches in a single day. The stock currently trades under 5 dollars and is approaching a key licensing milestone most retail investors have not yet noticed.tc pixel

Click here to see the company name before it goes mainstream
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%


HQY Institutional Ownership - Frequently Asked Questions

During the previous two years, 566 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 506 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 35,168,267 shares in the last 24 months. This purchase volume represents approximately $3.19B in transactions.

Of the 194 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 8,676,843 shares in the last 24 months. This volume of shares sold represents approximately $796.88M 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 8/20/2026. New 13F filings are added each quarter as they're published.
From Our Partners
23,281 stocks. Only ONE survived.
One American energy producer just cleared a screen of 23281 stocks for elite operating profits, double-digit r...
Monument Traders Alliance | Sponsoredtc pixel
This tiny launch company operates next to SpaceX and Blue Origin
A small publicly traded company operates a specialized launch vehicle fleet inside the secure perimeter of Ken...
Freedom Financial | Sponsoredtc pixel
The retirement stock I'd buy before Nvidia today
In 2014, Marc Chaikin pointed readers toward Nvidia. Now the 60-year Wall Street veteran and creator of the Ch...
Chaikin Analytics | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Someone just dumped the biggest gold fund.
Investors pulled 2.9 billion dollars from the world's largest gold fund in a single day this March, pushing to...
Behind the Markets | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
Buffett's Final Warning: "The Dollar Is Going to Hell"
When Greece collapsed... the EU and IMF swooped in with $300 billion in bailouts. When America crosses that li...
Decentralized Masters | Sponsoredtc pixel