Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 390 institutions that hold shares in the stock, with a total of 80.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
10,926,207
shares
|
$892 Million
0.02% of portfolio
|
Q1 2024
Added 3.16%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
8,768,632
shares
|
$716 Million
0.01% of portfolio
|
Q1 2024
Added 1.73%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Apr 18, 2024 Q1 2024 |
7,409,080
shares
|
$605 Million
3.18% of portfolio
|
Q1 2024
Added 8.32%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
3,053,332
shares
|
$249 Million
0.01% of portfolio
|
Q1 2024
Added 3.28%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2024 Q1 2024 |
2,333,713
shares
|
$191 Million
0.16% of portfolio
|
Q1 2024
Reduced 1.01%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 10, 2024 Q1 2024 |
2,038,615
shares
|
$167 Million
0.26% of portfolio
|
Q1 2024
Added 12.79%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
1,975,696
shares
|
$161 Million
0.02% of portfolio
|
Q1 2024
Added 4.37%
|
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
1,866,489
shares
|
$152 Million
0.21% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
1,559,388
shares
|
$127 Million
0.04% of portfolio
|
Q1 2024
Added 5.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,536,458
shares
|
$125 Million
0.01% of portfolio
|
Q1 2024
Reduced 26.55%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
1,444,902
shares
|
$118 Million
0.03% of portfolio
|
Q1 2024
Added 134.89%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
1,431,561
shares
|
$117 Million
0.03% of portfolio
|
Q1 2024
Added 1.55%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
1,404,657
shares
|
$115 Million
0.05% of portfolio
|
Q1 2024
Added 56.91%
|
|
|
Stephens Investment Management Group LLC
|
May 14, 2024 Q1 2024 |
1,184,360
shares
|
$96.7 Million
1.32% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
1,125,952
shares
|
$92 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 29, 2024 Q1 2024 |
1,112,932
shares
|
$90.9 Million
0.15% of portfolio
|
Q1 2024
Reduced 7.92%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
May 15, 2024 Q1 2024 |
1,112,708
shares
|
$90.9 Million
1.13% of portfolio
|
Q1 2024
Reduced 8.01%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2024 Q1 2024 |
1,100,715
shares
|
$89.9 Million
0.05% of portfolio
|
Q1 2024
Added 1.14%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
1,060,666
shares
|
$86.6 Million
0.02% of portfolio
|
Q1 2024
Added 5.83%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 08, 2024 Q1 2024 |
1,044,426
shares
|
$85.3 Million
0.23% of portfolio
|
Q1 2024
Reduced 41.42%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
1,018,762
shares
|
$83.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.49%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2024 Q1 2024 |
930,866
shares
|
$76 Million
0.11% of portfolio
|
Q1 2024
Added 5.7%
|
|
|
Van Berkom & Associates Inc.
|
May 13, 2024 Q1 2024 |
913,361
shares
|
$74.6 Million
2.12% of portfolio
|
Q1 2024
Reduced 6.93%
|
|
|
Geneva Capital Management LLC
|
May 03, 2024 Q1 2024 |
865,566
shares
|
$70.7 Million
1.26% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Bamco Inc
New York, NY |
May 15, 2024 Q1 2024 |
800,000
shares
|
$65.3 Million
0.18% of portfolio
|
Q4 2021
Reduced 6.19%
|
|