Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 555 institutions that hold shares in the stock, with a total of 86.4 Million shares, which have been reported (via 13F filing form) to have a value of $8.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
10,739,493
shares
|
$1.09 Billion
0.02% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
8,746,255
shares
|
$890 Million
0.01% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
6,307,675
shares
|
$642 Million
3.35% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,150,196
shares
|
$321 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,195,561
shares
|
$223 Million
0.01% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
2,129,154
shares
|
$217 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.01%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
1,764,268
shares
|
$180 Million
0.11% of portfolio
|
Q3 2025
Added 59.31%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Nov 10, 2025 Q3 2025 |
1,716,658
shares
|
$175 Million
0.74% of portfolio
|
Q3 2025
Added 204.7%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
1,605,273
shares
|
$163 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,559,008
shares
|
$159 Million
0.03% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
1,533,730
shares
|
$156 Million
0.02% of portfolio
|
Q3 2025
Added 118.99%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,359,832
shares
|
$138 Million
0.1% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,302,412
shares
|
$133 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
1,267,752
shares
|
$129 Million
0.16% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,205,077
shares
|
$123 Million
0.01% of portfolio
|
Q3 2025
Added 33.25%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,141,987
shares
|
$116 Million
0.02% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Geneva Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
1,097,607
shares
|
$112 Million
1.81% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,080,140
shares
|
$110 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Greenhouse Funds Lllp
Baltimore, MD |
Nov 13, 2025 Q3 2025 |
1,068,921
shares
|
$109 Million
3.96% of portfolio
|
Q3 2025
Added 17.23%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
985,105
shares
|
$100 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Atalan Capital Partners, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
911,600
shares
|
$92.8 Million
6.66% of portfolio
|
Q3 2025
Added 30.23%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
875,438
shares
|
$89.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
840,248
shares
|
$85.5 Million
0.02% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
839,494
shares
|
$85.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
796,249
shares
|
$81 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.91%
|
|