Free Trial
→ I was right about SpaceX (From Brownstone Research) (Ad)tc pixel Free HQY Stock Alerts

HealthEquity (HQY) Institutional Ownership

HealthEquity logo
$81.65 -3.19 (-3.76%)
Closing price 04:00 PM Eastern
Extended Trading
$83.84 +2.18 (+2.68%)
As of 05:42 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)
364
Total
Institutional Inflows
(last 12 months)
$2.06B
Number of
Institutional Sellers
(last 12 months)
244
Total
Institutional Outflows
(last 12 months)
$1.35B
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
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%
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%
3/17/2026Rockefeller 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%
2/24/2026 Pacer Advisors Inc.13,427$1.23M0.0%+16.9%0.016%
2/23/2026Virtu Financial LLC3,544$325K0.0%N/A0.004%
2/19/2026Compound Planning Inc.3,793$347K0.0%-19.0%0.004%
2/19/2026Invesco Ltd.871,802$79.87M0.0%-59.1%1.020%
2/19/2026Corient Private Wealth LLC2,565$219K0.0%N/A0.003%
2/18/2026Mercer Global Advisors Inc. ADV5,831$534K0.0%-17.3%0.007%
2/18/2026State of Tennessee Department of Treasury28,634$2.45M0.0%-18.9%0.034%
2/18/2026EP Wealth Advisors LLC5,151$472K0.0%N/A0.006%
2/18/2026Mackenzie Financial Corp1,171,806$108.18M0.1%-7.6%1.372%
2/18/2026NewEdge Advisors LLC12,231$1.12M0.0%-2.9%0.014%
2/18/2026XTX Topco Ltd3,160$289K0.0%N/A0.004%
2/18/2026Zacks Investment Management33,382$3.06M0.0%+2.4%0.039%
2/18/2026Wellington Management Group LLP767,391$70.30M0.0%-3.6%0.898%
2/18/2026SummitTX Capital L.P.24,187$2.22M0.1%N/A0.028%
2/18/2026Tudor Investment Corp ET AL2,411$221K0.0%-75.1%0.003%
2/18/2026Twinbeech Capital LP21,100$1.93M0.1%N/A0.025%
2/18/2026Oxford Asset Management LLP8,606$788K0.3%N/A0.010%
2/18/2026Millennium Management LLC951,563$87.17M0.0%+151.5%1.114%
2/18/2026Man Group plc276,444$25.33M0.0%-10.0%0.324%
2/18/2026 Inspire Investing LLC3,623$332K0.0%-74.9%0.004%
2/18/2026Iron Gate Global Advisors LLC6,949$637K0.1%-23.2%0.008%
2/18/2026Janus Henderson Group PLC820,233$75.14M0.0%-2.3%0.960%
2/18/2026Gotham Asset Management LLC5,285$484K0.0%-85.6%0.006%
2/18/2026Engineers Gate Manager LP194,392$17.81M0.2%+161.3%0.228%
2/18/2026Eversept Partners LP185,739$17.02M0.9%+254.5%0.217%
2/18/2026Cinctive Capital Management LP9,746$893K0.0%N/A0.011%
2/18/2026Aristotle Capital Boston LLC432,939$39.66M2.2%-0.7%0.507%
2/18/2026Aureus Asset Management LLC219,664$20.12M1.3%-24.7%0.257%
2/18/2026Balyasny Asset Management L.P.281,631$25.80M0.0%N/A0.330%
2/18/2026Banco Bilbao Vizcaya Argentaria S.A.5,993$553K0.0%-17.4%0.007%
2/18/2026Bamco Inc. NY756,025$69.26M0.2%-0.5%0.885%
2/18/2026Boone Capital Management LLC212,856$19.50M6.5%N/A0.249%
2/17/2026Guggenheim Capital LLC12,693$1.16M0.0%-5.6%0.015%
2/17/2026AQR Capital Management LLC1,762,335$161.45M0.1%-0.1%2.063%
2/17/2026EFG International AG44,025$4.03M0.1%N/A0.052%
2/17/2026Cetera Investment Advisers25,943$2.38M0.0%+5.3%0.030%
2/17/2026Lazard Asset Management LLC351,292$32.18M0.1%-5.3%0.411%
2/17/2026DF Dent & Co. Inc.140,169$12.84M0.2%-31.9%0.164%
2/17/2026Cadian Capital Management LP566,700$51.92M3.7%N/A0.663%
2/17/2026ArrowMark Colorado Holdings LLC169,760$15.55M0.3%-26.8%0.199%
2/17/2026Olympiad Research LP3,490$320K0.9%+21.7%0.004%
2/17/2026Stansberry Asset Management LLC8,949$820K0.1%-8.0%0.010%
2/17/2026Trexquant Investment LP197,874$18.13M0.2%N/A0.232%
2/17/2026Amundi3,030$278K0.0%N/A0.004%


HQY Institutional Ownership - Frequently Asked Questions

During the previous two years, 552 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 496 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 21,901,484 shares in the last 24 months. This purchase volume represents approximately $2.06B in transactions.

Of the 244 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), Millennium Management LLC ($1.15M), Wasatch Advisors LP ($1.13M), Franklin Resources Inc. ($1.06M), CIBC Private Wealth Group LLC ($913.65K), Allspring Global Investments Holdings LLC ($618.22K), and Fuller & Thaler Asset Management Inc. ($501.82K).

Institutional investors have sold a total of 14,199,517 shares in the last 24 months. This volume of shares sold represents approximately $1.35B in transactions.


Related Companies

This page (NASDAQ:HQY) was last updated on 5/11/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | 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
Elon’s AI supercomputer just went live. Here’s my #1 stock.
Is Elon about to trigger another 315X opportunity? Elon gave Tesla investors the chance to make more than 3...
InvestorPlace | Sponsoredtc pixel