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HealthStream (HSTM) Institutional Ownership

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$27.14 +0.75 (+2.84%)
Closing price 07/24/2026 04:00 PM Eastern
Extended Trading
$27.12 -0.02 (-0.07%)
As of 07/24/2026 07:34 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 HealthStream (NASDAQ:HSTM)

Current
Institutional Ownership
Percentage
69.58%
Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$71.86M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$59.24M
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HSTM Institutional Buying and Selling by Quarter

HealthStream Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 GAMMA Investing LLC20,610$562K0.0%+22.7%0.071%
7/2/2026 MassMutual Private Wealth & Trust FSB1,025$28K0.0%+76.4%0.004%
7/2/2026 Versant Capital Management Inc4,401$120K0.0%+462.8%0.015%
5/21/2026Essential Partners LLC1,224$25K0.0%N/A0.004%
5/19/2026Bank of America Corp DE131,563$2.73M0.0%+2.0%0.450%
5/18/2026Amundi15,691$325K0.0%-24.7%0.054%
5/18/2026Royal Bank of Canada80,265$1.66M0.0%+56.2%0.275%
5/16/2026Quantinno Capital Management LP50,169$1.04M0.0%+283.5%0.172%
5/16/2026Lazard Asset Management LLC157,208$3.26M0.0%+268.2%0.538%
5/14/2026Renaissance Technologies LLC477,848$9.90M0.0%+0.5%1.635%
5/14/2026Public Employees Retirement System of Ohio8,407$174K0.0%+31.2%0.029%
5/14/2026Arrowstreet Capital Limited Partnership377,945$7.83M0.0%+21.1%1.293%
5/14/2026Sei Investments Co.146,400$3.03M0.0%-24.9%0.501%
5/14/2026Walleye Capital LLC33,963$703K0.0%+4.0%0.116%
5/14/2026State of Wyoming6,398$133K0.0%N/A0.022%
5/13/2026Cetera Investment Advisers29,686$615K0.0%+219.9%0.102%
5/13/2026First Trust Advisors LP11,819$245K0.0%N/A0.040%
5/8/2026PNC Financial Services Group Inc.6,792$141K0.0%+65.7%0.023%
5/7/2026Meeder Asset Management Inc.3,925$81K0.0%N/A0.013%
5/7/2026Dimensional Fund Advisors LP1,456,043$30.16M0.0%+6.4%4.949%
5/6/2026Copeland Capital Management LLC1,276,739$26.44M0.6%+43.8%4.340%
5/6/2026Bessemer Group Inc.13,780$286K0.0%+45.3%0.047%
5/5/2026Bank of New York Mellon Corp223,637$4.63M0.0%-2.4%0.760%
5/5/2026Illinois Municipal Retirement Fund12,016$249K0.0%-8.4%0.041%
5/4/2026Principal Financial Group Inc.152,382$3.16M0.0%+7.1%0.518%
5/1/2026Fifth Third Bancorp11,818$245K0.0%+42,107.1%0.040%
5/1/2026Kornitzer Capital Management Inc. KS55,957$1.16M0.0%-3.3%0.190%
4/27/2026 New York State Teachers Retirement System12,701$263K0.0%-6.6%0.043%
4/23/2026Inspire Investing LLC24,802$514K0.0%-65.8%0.084%
4/21/2026 Louisiana State Employees Retirement System10,500$217K0.0%N/A0.036%
4/16/2026SG Americas Securities LLC39,798$824K0.0%-1.8%0.135%
4/16/2026 Diversified Trust Co13,717$284K0.0%+12.1%0.047%
3/4/2026AG Campbell Advisory LLC5,925$137K0.0%N/A0.020%
2/19/2026Invesco Ltd.151,691$3.50M0.0%+0.9%0.511%
2/18/2026Susquehanna Portfolio Strategies LLC31,251$721K0.0%N/A0.105%
2/18/2026Numerai GP LLC77,026$1.78M0.2%+13.8%0.260%
2/18/2026Millennium Management LLC64,507$1.49M0.0%+188.2%0.217%
2/18/2026Man Group plc50,718$1.17M0.0%+177.0%0.171%
2/18/2026Inspire Investing LLC72,522$1.67M0.2%+352.3%0.244%
2/18/2026Gotham Asset Management LLC14,778$341K0.0%N/A0.050%
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2/18/2026Evolve Private Wealth LLC17,263$398K0.0%N/A0.058%
2/18/2026Engineers Gate Manager LP27,131$626K0.0%+24.1%0.091%
2/18/2026Bridgeway Capital Management LLC95,184$2.20M0.0%-8.6%0.321%
2/17/2026AQR Capital Management LLC31,084$717K0.0%+9.7%0.105%
2/17/2026Lazard Asset Management LLC42,697$985K0.0%+8.5%0.144%
2/17/2026Trexquant Investment LP81,964$1.89M0.0%-5.8%0.276%
2/17/2026Amundi20,847$481K0.0%N/A0.070%
2/17/2026Price T Rowe Associates Inc. MD25,297$584K0.0%+13.8%0.085%
2/17/2026California State Teachers Retirement System21,108$487K0.0%-29.4%0.071%
2/17/2026Russell Investments Group Ltd.27,190$628K0.0%-13.4%0.092%
2/17/2026Punch & Associates Investment Management Inc.451,794$10.42M0.6%-0.1%1.523%
2/17/2026Royal Bank of Canada51,371$1.19M0.0%+4.0%0.173%
2/17/2026Mangrove Partners IM LLC8,694$201K0.0%N/A0.029%
2/16/2026Verition Fund Management LLC49,950$1.15M0.0%N/A0.168%
2/16/2026Panagora Asset Management Inc.213,749$4.93M0.0%+3.3%0.720%
2/16/2026Kennedy Capital Management LLC191,710$4.42M0.1%-0.6%0.646%
2/16/2026Barclays PLC37,132$857K0.0%+6.9%0.125%
2/16/2026Bridge City Capital LLC54,305$1.25M0.4%-9.4%0.183%
2/13/2026CANADA LIFE ASSURANCE Co19,013$439K0.0%-31.4%0.064%
2/13/2026Walleye Capital LLC32,671$754K0.0%N/A0.110%
2/13/2026Stifel Financial Corp55,474$1.28M0.0%+3.3%0.187%
2/13/2026Jacobs Levy Equity Management Inc.204,103$4.71M0.0%-2.8%0.688%
2/13/2026Public Sector Pension Investment Board127,526$2.94M0.0%+37.9%0.430%
2/13/2026Charles Schwab Investment Management Inc.240,783$5.56M0.0%+3.7%0.812%
2/13/2026State Street Corp980,268$22.62M0.0%-0.3%3.304%
2/13/2026Martingale Asset Management L P38,901$897K0.0%+3.3%0.131%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC27,735$640K0.0%-20.6%0.093%
2/13/2026Wells Fargo & Company MN26,486$611K0.0%+51.8%0.089%
2/12/2026Jane Street Group LLC96,887$2.24M0.0%+180.4%0.327%
2/12/2026HRT Financial LP69,485$1.60M0.0%+220.3%0.234%
2/12/2026State Board of Administration of Florida Retirement System37,749$871K0.0%-9.4%0.127%
2/12/2026Renaissance Technologies LLC475,468$10.97M0.0%-26.5%1.603%
2/12/2026Dimensional Fund Advisors LP1,368,866$31.58M0.0%-3.0%4.614%
2/12/2026Campbell & CO Investment Adviser LLC29,345$677K0.0%+8.4%0.099%
2/11/2026Heartland Advisors Inc.50,906$1.17M0.1%-20.4%0.172%
2/11/2026Deutsche Bank AG20,393$470K0.0%+8.5%0.069%
2/11/2026Cerity Partners LLC45,275$1.05M0.0%+35.3%0.153%
2/11/2026Franklin Resources Inc.37,450$864K0.0%+9.7%0.126%
2/11/2026JPMorgan Chase & Co.452,897$10.45M0.0%+4.6%1.526%
2/10/2026Goldman Sachs Group Inc.154,135$3.56M0.0%+18.0%0.519%
2/10/2026Eurizon Capital SGR S.p.A.4,142$96K0.0%N/A0.014%
2/10/2026Intech Investment Management LLC16,059$370K0.0%-46.7%0.054%
2/9/2026Geode Capital Management LLC758,003$17.49M0.0%-1.6%2.555%
2/9/2026Hantz Financial Services Inc.1,324$31K0.0%+2,035.5%0.004%
2/9/2026Connors Investor Services Inc.97,525$2.25M0.2%-2.6%0.329%
2/9/2026MQS Management LLC17,287$399K0.2%N/A0.058%
2/6/2026PNC Financial Services Group Inc.4,099$95K0.0%-13.9%0.014%
2/5/2026Stephens Investment Management Group LLC315,291$7.27M0.1%-0.4%1.063%
2/4/2026First Eagle Investment Management LLC413,698$9.54M0.0%+1.1%1.394%
2/2/2026Kornitzer Capital Management Inc. KS57,846$1.34M0.0%-8.3%0.195%
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2/2/2026Danske Bank A S1,100$25K0.0%+175.0%0.004%
1/29/2026Comerica Bank7,819$180K0.0%-22.5%0.026%
1/29/2026Vanguard Group Inc.2,536,901$58.53M0.0%-15.0%8.550%
1/29/2026Copeland Capital Management LLC887,553$20.48M0.5%+6.2%2.991%
1/28/2026Teacher Retirement System of Texas222,575$5.14M0.0%+18.5%0.750%
1/28/2026Universal Beteiligungs und Servicegesellschaft mbH19,894$459K0.0%+60.8%0.067%
1/26/2026 Mirae Asset Global Investments Co. Ltd.13,633$315K0.0%-4.6%0.046%
1/23/2026 Robeco Institutional Asset Management B.V.340,511$7.86M0.0%-3.3%1.148%
1/20/2026Harbor Capital Advisors Inc.80,762$1.86M0.1%-6.7%0.272%
1/14/2026 Exchange Traded Concepts LLC27,867$643K0.0%-2.9%0.094%


HSTM Institutional Ownership - Frequently Asked Questions

During the previous two years, 194 institutional investors and hedge funds held shares of HealthStream. The most heavily invested institutionals were Vanguard Group Inc. ($58.53M), Dimensional Fund Advisors LP ($30.16M), Copeland Capital Management LLC ($26.44M), State Street Corp ($22.62M), Acadian Asset Management LLC ($21.08M), Geode Capital Management LLC ($17.49M), and Northern Trust Corp ($12.43M).Learn more on HealthStream's institutional investors.

69.58% of HealthStream's stock is owned by institutional investors. Learn more on HSTM's institutional investor holdings.

Of the 159 institutional investors that purchased HealthStream's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Copeland Capital Management LLC ($1.32M), JPMorgan Chase & Co. ($632.42K), Robeco Institutional Asset Management B.V. ($328.82K), Cerity Partners LLC ($304.36K), Harbor Capital Advisors Inc. ($258.91K), Teacher Retirement System of Texas ($187.78K), and Arrowstreet Capital Limited Partnership ($139.57K).

Institutional investors have bought a total of 2,906,790 shares in the last 24 months. This purchase volume represents approximately $71.86M in transactions.

Of the 77 institutional investors that sold HealthStream's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vanguard Group Inc. ($524.07K), Harbor Capital Advisors Inc. ($262.36K), Renaissance Technologies LLC ($171.73K), Millennium Management LLC ($145.10K), Sei Investments Co. ($112.15K), Ameriprise Financial Inc. ($96.98K), and Punch & Associates Investment Management Inc. ($94.19K).

Institutional investors have sold a total of 2,277,978 shares in the last 24 months. This volume of shares sold represents approximately $59.24M in transactions.


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This page (NASDAQ:HSTM) was last updated on 7/25/2026 by MarketBeat.com Staff.
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