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HealthStream (HSTM) Institutional Ownership

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$33.44 -0.32 (-0.93%)
As of 11:34 AM 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)
93
Total
Institutional Inflows
(last 12 months)
$184.70M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$53.99M
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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
10/14/2026Copeland Capital Management LLC1,217,236$36.16M0.8%-2.5%4.166%
10/9/2026GAMMA Investing LLC21,686$644K0.0%+5.2%0.074%
9/9/2026Sequoia Financial Advisors LLC8,135$222K0.0%N/A0.028%
9/9/2026Tidal Investments LLC21,084$575K0.0%N/A0.072%
9/9/2026Engineers Gate Manager LP77,048$2.10M0.0%-13.2%0.264%
9/9/2026Integrated Wealth Concepts LLC977$27K0.0%N/A0.003%
9/9/2026Squarepoint Ops LLC8,149$222K0.0%N/A0.028%
8/27/2026Corient Private Wealth LP13,290$362K0.0%-14.4%0.045%
8/26/2026Amundi20,371$555K0.0%+29.8%0.070%
8/20/2026Susquehanna International Group LLP12,049$328K0.0%-44.6%0.041%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC25,602$698K0.0%-9.2%0.088%
8/18/2026Public Employees Retirement System of Ohio6,307$172K0.0%N/A0.022%
8/17/2026Corient Private Wealth LP13,303$363K0.0%N/A0.046%
8/17/2026Bank of America Corp DE122,914$3.35M0.0%N/A0.421%
8/15/2026Man Group plc142,907$3.89M0.0%N/A0.489%
8/15/2026Jupiter Topco LLC10,946$298K0.0%N/A0.037%
8/14/2026Legal & General Group Plc58,272$1.59M0.0%N/A0.199%
8/13/2026Sanctuary Advisors LLC12,246$334K0.0%N/A0.042%
8/13/2026Globeflex Capital L P72,988$1.99M0.3%N/A0.250%
8/12/2026Callan Family Office LLC20,272$552K0.0%N/A0.069%
8/11/2026Vise Technologies Inc.10,372$283K0.0%N/A0.035%
8/8/2026Meeder Asset Management Inc.6,325$172K0.0%N/A0.022%
8/7/2026BlackRock Inc.4,080,144$111.18M0.0%N/A13.966%
8/7/2026Deutsche Bank AG25,506$695K0.0%N/A0.087%
8/6/2026Global Retirement Partners LLC1,131$31K0.0%N/A0.004%
8/6/2026Bank of New York Mellon Corp227,493$6.20M0.0%N/A0.779%
8/6/2026State of Wyoming12,446$339K0.0%N/A0.043%
8/3/2026Summit Global Investments13,674$373K0.0%N/A0.047%
8/3/2026Walleye Capital LLC13,902$379K0.0%N/A0.048%
7/7/2026GAMMA Investing LLC20,610$562K0.0%+22.7%0.071%
7/2/2026MassMutual 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%
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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%
4/27/2026New York State Teachers Retirement System12,701$263K0.0%-6.6%0.043%
4/23/2026Inspire Investing LLC24,802$514K0.0%-65.8%0.084%
4/21/2026Louisiana State Employees Retirement System10,500$217K0.0%N/A0.036%
4/16/2026SG Americas Securities LLC39,798$824K0.0%-1.8%0.135%
4/16/2026Diversified 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%
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%
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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%


HSTM Institutional Ownership - Frequently Asked Questions

During the previous two years, 198 institutional investors and hedge funds held shares of HealthStream. The most heavily invested institutionals were BlackRock Inc. ($111.18M), Vanguard Group Inc. ($58.53M), Copeland Capital Management LLC ($36.16M), Dimensional Fund Advisors LP ($30.16M), 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 165 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 7,060,097 shares in the last 24 months. This purchase volume represents approximately $184.70M in transactions.

Of the 63 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 Copeland Capital Management LLC ($78.02K).

Institutional investors have sold a total of 2,086,478 shares in the last 24 months. This volume of shares sold represents approximately $53.99M in transactions.


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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 10/14/2026. New 13F filings are added each quarter as they're published.
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