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HealthEquity (HQY) Institutional Ownership

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$103.46 +0.41 (+0.40%)
Closing price 04:00 PM Eastern
Extended Trading
$103.44 -0.02 (-0.01%)
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)
306
Total
Institutional Inflows
(last 12 months)
$3.10B
Number of
Institutional Sellers
(last 12 months)
187
Total
Institutional Outflows
(last 12 months)
$1.02B
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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
11/13/2026Empowered Funds LLC23,167$2.05M0.0%N/A0.028%
11/13/2026Steward Partners Investment Advisory LLC29,345$2.60M0.0%+2.0%0.035%
11/12/2026 Benjamin Edwards Inc.14,365$1.27M0.0%+0.9%0.017%
11/12/2026 First Trust Advisors LP47,429$4.20M0.0%+8.8%0.057%
11/12/2026 State Street Corp3,242,217$286.79M0.0%-50.0%3.920%
11/12/2026 Sumitomo Life Insurance Co.15,816$1.40M0.0%-7.7%0.019%
11/11/2026 GW&K Investment Management LLC989,427$87.53M0.7%+56.5%1.196%
11/11/2026 USS Investment Management Ltd230,597$20.40M0.1%N/A0.279%
11/11/2026 Private Advisor Group LLC2,684$237K0.0%N/A0.003%
11/10/2026 Stephens Investment Management Group LLC976,998$86.43M0.9%+34.0%1.181%
11/10/2026 Landscape Capital Management L.L.C.35,793$3.17M0.2%N/A0.043%
11/10/2026 Voya Investment Management LLC108,771$9.62M0.0%+14.9%0.132%
11/10/2026 Public Sector Pension Investment Board259,970$23.58M0.1%+84.4%0.314%
11/10/2026 Rothschild Investment LLC8,170$723K0.0%-3.5%0.010%
11/10/2026 Cibc World Market Inc.4,095$362K0.0%N/A0.005%
11/10/2026 Teachers Retirement System of The State of Kentucky56,534$5.00M0.0%+3.7%0.068%
11/10/2026 Paralel Advisors LLC27,975$2.48M0.1%+1.1%0.034%
11/9/2026 Intech Investment Management LLC3,899$345K0.0%-84.6%0.005%
11/9/2026 Geneva Capital Management LLC1,106,066$97.84M2.8%-3.8%1.337%
11/9/2026 Montanaro Asset Management Ltd44,000$3.89M1.4%-7.2%0.053%
11/9/2026 Bessemer Group Inc.106,777$9.45M0.0%-1.8%0.129%
11/9/2026 Hantz Financial Services Inc.5,936$525K0.0%+4.8%0.007%
11/9/2026 Danske Bank A S92,029$8.14M0.0%N/A0.111%
11/6/2026 William Blair Investment Management LLC1,740,078$153.93M0.5%-1.9%2.104%
11/6/2026 Allworth Financial LP2,741$248K0.0%+11.2%0.003%
11/6/2026 Russell Investments Group Ltd.129,582$11.46M0.0%-17.4%0.157%
11/6/2026 Eurizon Capital SGR S.p.A.1,835$160K0.0%+34.1%0.002%
11/6/2026 Fifth Third Bancorp23,363$2.07M0.0%+0.8%0.028%
11/5/2026 Joel Isaacson & Co. LLC3,429$303K0.0%N/A0.004%
11/5/2026 Jacobi Capital Management LLC539$48K0.0%N/A0.001%
11/4/2026 AlphaCore Capital LLC60,260$5.33M0.1%+13.2%0.073%
11/4/2026 Leuthold Group LLC45,158$4.00M0.4%+10.1%0.055%
11/4/2026 Retirement Systems of Alabama220,184$19.48M0.1%+12.2%0.266%
11/4/2026 Allspring Global Investments Holdings LLC219,109$19.58M0.0%+8.1%0.265%
11/4/2026 Brighton Jones LLC5,341$472K0.0%-4.7%0.006%
11/3/2026 Ethic Inc.4,155$368K0.0%+21.9%0.005%
11/3/2026 Summit Creek Advisors LLC70,693$6.25M2.5%-16.0%0.085%
11/3/2026 Alps Advisors Inc.7,536$667K0.0%-1.7%0.009%
11/3/2026 Ashton Thomas Private Wealth LLC9,704$858K0.0%-3.8%0.012%
11/2/2026 Commonwealth Equity Services LLC4,357$385K0.0%+92.9%0.005%
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10/31/2026 Chicago Partners Investment Group LLC2,254$234K0.0%-11.8%0.003%
10/30/2026 Provenance Wealth Advisors LLC2,113$187K0.0%N/A0.003%
10/30/2026 Oregon Public Employees Retirement Fund17,276$1.53M0.0%-1.1%0.021%
10/29/2026 One Way Holdings LLC128,873$11.40M0.5%-6.0%0.156%
10/29/2026 MeadowBrook Investment Advisors LLC2,400$212K0.2%-20.9%0.003%
10/29/2026 Profund Advisors LLC3,480$308K0.0%-4.9%0.004%
10/29/2026 ProShare Advisors LLC13,722$1.21M0.0%-5.0%0.017%
10/29/2026 Vise Technologies Inc.4,922$435K0.0%+44.3%0.006%
10/29/2026 Coyle Financial Counsel LLC14,086$1.25M0.2%-1.2%0.017%
10/29/2026 State of Wyoming4,350$385K0.0%+4.3%0.005%
10/28/2026 VIRGINIA RETIREMENT SYSTEMS ET Al44,600$3.95M0.0%+53.8%0.054%
10/28/2026 Motley Fool Asset Management LLC77,542$6.86M0.3%-16.7%0.000%
10/27/2026 Moody Aldrich Partners LLC48,967$4.33M0.8%+116.8%0.059%
10/26/2026 Park Avenue Securities LLC2,657$235K0.0%N/A0.003%
10/26/2026 Verdence Capital Advisors LLC2,518$223K0.0%N/A0.003%
10/26/2026 Peterson Wealth Services9,040$800K0.2%+11.8%0.011%
10/24/2026 Apollon Wealth Management LLC26,337$2.33M0.0%-32.1%0.032%
10/23/2026 Signaturefd LLC1,359$120K0.0%+11.7%0.002%
10/23/2026 Tectonic Advisors LLC109,953$9.73M0.4%+9.6%0.133%
10/23/2026 Sterling Capital Management LLC2,771$245K0.0%-45.4%0.003%
10/23/2026 Inspire Investing LLC4,494$398K0.0%-49.5%0.005%
10/22/2026 Yousif Capital Management LLC22,346$1.98M0.0%-7.4%0.027%
10/22/2026 Root Financial Partners LLC655$58K0.0%N/A0.001%
10/21/2026 Crossmark Global Holdings Inc.5,852$518K0.0%-1.8%0.007%
10/21/2026 Physician Wealth Advisors Inc.28,862$2.55M0.3%-38.7%0.035%
10/21/2026 Integrated Advisors Network LLC3,654$323K0.0%N/A0.004%
10/21/2026 Diversify Advisory Services LLC90,820$8.40M0.1%+0.2%0.110%
10/20/2026 Sumitomo Mitsui DS Asset Management Company Ltd72,001$6.37M0.0%-0.7%0.087%
10/19/2026 Abel Hall LLC6,736$596K0.1%+3.8%0.008%
10/19/2026 Narus Financial Partners LLC3,472$307K0.1%-23.2%0.004%
10/17/2026 Counterpoint Mutual Funds LLC6,833$604K0.1%N/A0.008%
10/16/2026 Vontobel Holding Ltd.11,232$994K0.0%-19.7%0.014%
10/16/2026 Milestone Asset Management LLC13,684$1.21M0.2%-7.6%0.017%
10/15/2026 Assenagon Asset Management S.A.32,776$2.90M0.0%+54.5%0.040%
10/15/2026 State of Alaska Department of Revenue11,609$1.03M0.0%+40.2%0.014%
10/15/2026 Curated Wealth Partners LLC2,908$257K0.0%-99.1%0.004%
10/13/2026 NorthCrest Asset Manangement LLC8,863$825K0.0%-2.1%0.011%
10/13/2026 Avior Wealth Management LLC2,335$207K0.0%N/A0.003%
10/9/2026 GAMMA Investing LLC1,479$131K0.0%+12.0%0.002%
10/8/2026 Overbrook Management Corp5,840$517K0.1%-29.2%0.007%
10/8/2026 Gradient Investments LLC12,730$1.13M0.0%-30.7%0.015%
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%
9/9/2026 WINTON 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%
9/9/2026 IFP Advisors Inc614$55K0.0%+387.3%0.001%
9/9/2026Baird Financial Group Inc.26,198$2.37M0.0%-5.0%0.032%
9/8/2026 Allworth Financial LP2,464$223K0.0%+138.1%0.003%
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9/8/2026 Arizona State Retirement System23,310$2.11M0.0%-0.7%0.028%
9/8/2026 West Family Investments Inc.2,708$245K0.1%N/A0.003%
9/8/2026Waverly Advisors LLC73,569$6.65M0.0%+20.5%0.089%
9/8/2026 Nykredit A S3,211$290K0.0%N/A0.004%
8/27/2026Corient Private Wealth LP29,789$2.69M0.0%+8.6%0.036%
8/26/2026 Amundi90,327$8.16M0.0%+33.6%0.108%
8/26/2026 HighTower Advisors LLC47,414$4.28M0.0%-2.9%0.057%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al29,000$2.62M0.0%N/A0.035%
8/23/2026 HB Wealth Management LLC4,671$422K0.0%+70.2%0.006%
8/22/2026 Three Seasons Wealth LLC16,980$1.53M0.1%+41.9%0.020%


HQY Institutional Ownership - Frequently Asked Questions

During the previous two years, 579 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 ($286.79M), 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 514 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 34,225,855 shares in the last 24 months. This purchase volume represents approximately $3.10B in transactions.

Of the 185 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: State Street Corp ($3.30M), Invesco Ltd. ($1.26M), CIBC Private Wealth Group LLC ($913.65K), Franklin Resources Inc. ($498.55K), Allspring Global Investments Holdings LLC ($497.57K), Comerica Bank ($316.94K), and Curated Wealth Partners LLC ($316.17K).

Institutional investors have sold a total of 11,305,677 shares in the last 24 months. This volume of shares sold represents approximately $1.02B 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 11/13/2026. New 13F filings are added each quarter as they're published.
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