Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 529 institutions that hold shares in the stock, with a total of 85.1 Million shares, which have been reported (via 13F filing form) to have a value of $7.88 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
|
$995 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
8,502,706
shares
|
$788 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
6,101,064
shares
|
$565 Million
3.47% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,184,220
shares
|
$295 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
2,365,860
shares
|
$219 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
2,147,178
shares
|
$199 Million
0.02% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
1,627,024
shares
|
$151 Million
0.24% of portfolio
|
Q2 2025
Reduced 15.83%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,520,854
shares
|
$141 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,407,294
shares
|
$130 Million
0.01% of portfolio
|
Q1 2025
Added 76.65%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,321,383
shares
|
$122 Million
0.12% of portfolio
|
Q2 2025
Reduced 28.69%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
1,267,168
shares
|
$117 Million
0.19% of portfolio
|
Q2 2025
Reduced 23.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
1,133,166
shares
|
$105 Million
0.02% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,129,115
shares
|
$105 Million
0.02% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Geneva Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
1,108,241
shares
|
$103 Million
1.98% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,087,339
shares
|
$101 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
1,031,328
shares
|
$95.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Stephens Investment Management Group LLC
|
Jul 30, 2025 Q2 2025 |
1,016,333
shares
|
$94.1 Million
1.5% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
978,314
shares
|
$90.6 Million
0.17% of portfolio
|
Q1 2025
Added 1432.13%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
924,922
shares
|
$85.7 Million
0.02% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Greenhouse Funds Lllp
Baltimore, MD |
Aug 13, 2025 Q2 2025 |
911,815
shares
|
$84.5 Million
4.08% of portfolio
|
Q2 2025
Added 19.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
904,359
shares
|
$83.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.66%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
852,595
shares
|
$79 Million
0.05% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
833,949
shares
|
$77.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 40.2%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
796,472
shares
|
$73.8 Million
0.15% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Bamco Inc
New York, NY |
May 15, 2025 Q1 2025 |
785,000
shares
|
$72.7 Million
0.21% of portfolio
|
Q1 2025
Added 0.64%
|