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HealthStream (HSTM) Institutional Ownership

HealthStream logo
$23.44 -0.23 (-0.99%)
As of 12:53 PM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for HealthStream (NASDAQ:HSTM)

Current
Institutional Ownership
Percentage
69.58%
Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$82.81M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$64.28M
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Skip Chart & View Institutional Buying and Selling Data

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
5/21/2026Essential Partners LLC1,224$25K0.0%N/A0.004%
5/19/2026 Bank of America Corp DE131,563$2.73M0.0%+2.0%0.450%
5/18/2026 Amundi15,691$325K0.0%-24.7%0.054%
5/18/2026 Royal Bank of Canada80,265$1.66M0.0%+56.2%0.275%
5/16/2026 Quantinno Capital Management LP50,169$1.04M0.0%+283.5%0.172%
5/16/2026 Lazard Asset Management LLC157,208$3.26M0.0%+268.2%0.538%
5/14/2026 Renaissance Technologies LLC477,848$9.90M0.0%+0.5%1.635%
5/14/2026 Public 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%
5/14/2026 Sei 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%
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%
2/19/2026 Invesco Ltd.151,691$3.50M0.0%+0.9%0.511%
2/18/2026 Susquehanna Portfolio Strategies LLC31,251$721K0.0%N/A0.105%
2/18/2026 Numerai GP LLC77,026$1.78M0.2%+13.8%0.260%
2/18/2026 Millennium Management LLC64,507$1.49M0.0%+188.2%0.217%
2/18/2026 Man Group plc50,718$1.17M0.0%+177.0%0.171%
2/18/2026 Inspire Investing LLC72,522$1.67M0.2%+352.3%0.244%
2/18/2026 Gotham Asset Management LLC14,778$341K0.0%N/A0.050%
2/18/2026 Evolve Private Wealth LLC17,263$398K0.0%N/A0.058%
2/18/2026 Engineers Gate Manager LP27,131$626K0.0%+24.1%0.091%
2/18/2026 Bridgeway Capital Management LLC95,184$2.20M0.0%-8.6%0.321%
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2/17/2026 AQR Capital Management LLC31,084$717K0.0%+9.7%0.105%
2/17/2026 Lazard Asset Management LLC42,697$985K0.0%+8.5%0.144%
2/17/2026 Trexquant Investment LP81,964$1.89M0.0%-5.8%0.276%
2/17/2026 Amundi20,847$481K0.0%N/A0.070%
2/17/2026 Price T Rowe Associates Inc. MD25,297$584K0.0%+13.8%0.085%
2/17/2026 California 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%
2/17/2026 Punch & Associates Investment Management Inc.451,794$10.42M0.6%-0.1%1.523%
2/17/2026 Royal Bank of Canada51,371$1.19M0.0%+4.0%0.173%
2/17/2026 Mangrove Partners IM LLC8,694$201K0.0%N/A0.029%
2/16/2026 Verition 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%
2/16/2026 Kennedy Capital Management LLC191,710$4.42M0.1%-0.6%0.646%
2/16/2026 Barclays 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%
2/13/2026 Jacobs Levy Equity Management Inc.204,103$4.71M0.0%-2.8%0.688%
2/13/2026 Public Sector Pension Investment Board127,526$2.94M0.0%+37.9%0.430%
2/13/2026 Charles 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%
2/13/2026 Martingale Asset Management L P38,901$897K0.0%+3.3%0.131%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC27,735$640K0.0%-20.6%0.093%
2/13/2026 Wells Fargo & Company MN26,486$611K0.0%+51.8%0.089%
2/12/2026 Jane Street Group LLC96,887$2.24M0.0%+180.4%0.327%
2/12/2026 HRT 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%
2/12/2026 Renaissance 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%
2/11/2026 Cerity Partners LLC45,275$1.05M0.0%+35.3%0.153%
2/11/2026 Franklin 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%
2/10/2026 Goldman 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%
2/9/2026 Hantz Financial Services Inc.1,324$31K0.0%+2,035.5%0.004%
2/9/2026 Connors 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%
2/5/2026 Stephens Investment Management Group LLC315,291$7.27M0.1%-0.4%1.063%
2/4/2026 First Eagle Investment Management LLC413,698$9.54M0.0%+1.1%1.394%
2/2/2026 Kornitzer Capital Management Inc. KS57,846$1.34M0.0%-8.3%0.195%
2/2/2026 Danske 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%
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1/29/2026 Copeland Capital Management LLC887,553$20.48M0.5%+6.2%2.991%
1/28/2026 Teacher Retirement System of Texas222,575$5.14M0.0%+18.5%0.750%
1/28/2026 Universal 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%
1/20/2026 Harbor 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%
1/9/2026 SG Americas Securities LLC40,524$935K0.0%+40.1%0.137%
1/9/2026 Diversified Trust Co.12,237$282K0.0%+12.2%0.041%
1/5/2026 GAMMA Investing LLC3,649$84K0.0%+131.4%0.012%


HSTM Institutional Ownership - Frequently Asked Questions

During the previous two years, 192 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 157 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), Harbor Capital Advisors Inc. ($369.09K), Robeco Institutional Asset Management B.V. ($328.82K), Cerity Partners LLC ($304.36K), Teacher Retirement System of Texas ($187.78K), and Assenagon Asset Management S.A. ($153.78K).

Institutional investors have bought a total of 3,296,988 shares in the last 24 months. This purchase volume represents approximately $82.81M in transactions.

Of the 80 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. ($344.03K), 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 2,449,379 shares in the last 24 months. This volume of shares sold represents approximately $64.28M in transactions.



This page (NASDAQ:HSTM) was last updated on 5/22/2026 by MarketBeat.com Staff.
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