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HealthStream (HSTM) Institutional Ownership

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$28.94 -0.08 (-0.28%)
Closing price 04:00 PM Eastern
Extended Trading
$28.96 +0.01 (+0.05%)
As of 04:10 PM Eastern
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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)
96
Total
Institutional Inflows
(last 12 months)
$179.63M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$53.26M
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HSTM Institutional Buying and Selling by Quarter

HealthStream Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2026Legal & General Group Plc58,272$1.59M0.0%N/A0.199%
8/13/2026Sanctuary Advisors LLC12,246$334K0.0%N/A0.042%
8/13/2026 Globeflex Capital L P72,988$1.99M0.3%N/A0.250%
8/12/2026 Callan Family Office LLC20,272$552K0.0%N/A0.069%
8/11/2026 Vise Technologies Inc.10,372$283K0.0%N/A0.035%
8/8/2026 Meeder Asset Management Inc.6,325$172K0.0%N/A0.022%
8/7/2026 BlackRock Inc.4,080,144$111.18M0.0%N/A13.966%
8/7/2026 Deutsche Bank AG25,506$695K0.0%N/A0.087%
8/6/2026 Global Retirement Partners LLC1,131$31K0.0%N/A0.004%
8/6/2026 Bank of New York Mellon Corp227,493$6.20M0.0%N/A0.779%
8/6/2026 State of Wyoming12,446$339K0.0%N/A0.043%
8/3/2026 Summit Global Investments13,674$373K0.0%N/A0.047%
8/3/2026 Walleye Capital LLC13,902$379K0.0%N/A0.048%
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%
5/21/2026 Essential Partners LLC1,224$25K0.0%N/A0.004%
5/19/2026Bank of America Corp DE131,563$2.73M0.0%+2.0%0.450%
5/18/2026 Amundi15,691$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%
5/14/2026 Arrowstreet 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%
5/14/2026 Walleye Capital LLC33,963$703K0.0%+4.0%0.116%
5/14/2026 State of Wyoming6,398$133K0.0%N/A0.022%
5/13/2026 Cetera Investment Advisers29,686$615K0.0%+219.9%0.102%
5/13/2026 First Trust Advisors LP11,819$245K0.0%N/A0.040%
5/8/2026 PNC Financial Services Group Inc.6,792$141K0.0%+65.7%0.023%
5/7/2026 Meeder Asset Management Inc.3,925$81K0.0%N/A0.013%
5/7/2026 Dimensional Fund Advisors LP1,456,043$30.16M0.0%+6.4%4.949%
5/6/2026 Copeland Capital Management LLC1,276,739$26.44M0.6%+43.8%4.340%
5/6/2026 Bessemer Group Inc.13,780$286K0.0%+45.3%0.047%
5/5/2026 Bank of New York Mellon Corp223,637$4.63M0.0%-2.4%0.760%
5/5/2026 Illinois Municipal Retirement Fund12,016$249K0.0%-8.4%0.041%
5/4/2026 Principal Financial Group Inc.152,382$3.16M0.0%+7.1%0.518%
5/1/2026 Fifth Third Bancorp11,818$245K0.0%+42,107.1%0.040%
5/1/2026 Kornitzer Capital Management Inc. KS55,957$1.16M0.0%-3.3%0.190%
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4/27/2026 New York State Teachers Retirement System12,701$263K0.0%-6.6%0.043%
4/23/2026 Inspire Investing LLC24,802$514K0.0%-65.8%0.084%
4/21/2026 Louisiana State Employees Retirement System10,500$217K0.0%N/A0.036%
4/16/2026 SG 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%
2/18/2026 Inspire Investing LLC72,522$1.67M0.2%+352.3%0.244%
2/18/2026Gotham Asset Management LLC14,778$341K0.0%N/A0.050%
2/18/2026 Evolve 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%
2/17/2026 Amundi20,847$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%
2/17/2026 Russell 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%
2/16/2026 Panagora 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%
2/16/2026 Bridge City Capital LLC54,305$1.25M0.4%-9.4%0.183%
2/13/2026 CANADA LIFE ASSURANCE Co19,013$439K0.0%-31.4%0.064%
2/13/2026 Walleye Capital LLC32,671$754K0.0%N/A0.110%
2/13/2026 Stifel 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%
2/13/2026 State 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%
2/12/2026 State 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%
2/12/2026 Dimensional Fund Advisors LP1,368,866$31.58M0.0%-3.0%4.614%
2/12/2026 Campbell & CO Investment Adviser LLC29,345$677K0.0%+8.4%0.099%
2/11/2026 Heartland Advisors Inc.50,906$1.17M0.1%-20.4%0.172%
2/11/2026 Deutsche Bank AG20,393$470K0.0%+8.5%0.069%
2/11/2026Cerity Partners LLC45,275$1.05M0.0%+35.3%0.153%
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2/11/2026Franklin Resources Inc.37,450$864K0.0%+9.7%0.126%
2/11/2026 JPMorgan 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%
2/10/2026 Eurizon Capital SGR S.p.A.4,142$96K0.0%N/A0.014%
2/10/2026 Intech Investment Management LLC16,059$370K0.0%-46.7%0.054%
2/9/2026 Geode 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%
2/9/2026 MQS Management LLC17,287$399K0.2%N/A0.058%
2/6/2026 PNC Financial Services Group Inc.4,099$95K0.0%-13.9%0.014%


HSTM Institutional Ownership - Frequently Asked Questions

During the previous two years, 196 institutional investors and hedge funds held shares of HealthStream. The most heavily invested institutionals were BlackRock Inc. ($111.18M), 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), and Geode Capital Management LLC ($17.49M).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 164 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: BlackRock Inc. ($4.08M), 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), and Bank of New York Mellon Corp ($229.90K).

Institutional investors have bought a total of 6,870,916 shares in the last 24 months. This purchase volume represents approximately $179.63M in transactions.

Of the 66 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), Ameriprise Financial Inc. ($96.98K), Punch & Associates Investment Management Inc. ($94.19K), and Intech Investment Management LLC ($67.05K).

Institutional investors have sold a total of 2,061,957 shares in the last 24 months. This volume of shares sold represents approximately $53.26M in transactions.



Institutional ownership data for NASDAQ:HSTM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/14/2026. New 13F filings are added each quarter as they're published.
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