Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 519 institutions that hold shares in the stock, with a total of 88 Million shares, which have been reported (via 13F filing form) to have a value of $8.86 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
|
$1.1 Billion
0.02% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
8,821,838
shares
|
$907 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
7,234,036
shares
|
$744 Million
3.63% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
3,280,068
shares
|
$337 Million
0.01% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
2,446,198
shares
|
$251 Million
0.04% of portfolio
|
Q1 2025
Added 50.56%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
2,142,792
shares
|
$220 Million
0.02% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
1,932,930
shares
|
$199 Million
0.26% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,853,097
shares
|
$191 Million
0.15% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
1,666,578
shares
|
$171 Million
0.22% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
1,533,373
shares
|
$158 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,407,294
shares
|
$145 Million
0.01% of portfolio
|
Q1 2025
Added 76.65%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,394,667
shares
|
$143 Million
0.04% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
1,133,166
shares
|
$117 Million
0.02% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
1,126,983
shares
|
$116 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
1,112,947
shares
|
$114 Million
0.14% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,100,970
shares
|
$113 Million
0.02% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Stephens Investment Management Group LLC
|
May 01, 2025 Q1 2025 |
1,069,446
shares
|
$110 Million
1.43% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Geneva Capital Management LLC
|
May 09, 2025 Q1 2025 |
1,043,754
shares
|
$107 Million
1.75% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
978,314
shares
|
$101 Million
0.17% of portfolio
|
Q1 2025
Added 1432.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
904,359
shares
|
$93 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.66%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
884,830
shares
|
$91 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
848,940
shares
|
$87.3 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
845,039
shares
|
$86.9 Million
0.04% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
835,413
shares
|
$85.9 Million
0.74% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Bamco Inc
New York, NY |
May 15, 2025 Q1 2025 |
785,000
shares
|
$80.7 Million
0.21% of portfolio
|
Q1 2025
Added 0.64%
|