Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 435 institutions that hold shares in the stock, with a total of 81.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.73 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
|
$1.02 Billion
0.02% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
8,876,467
shares
|
$843 Million
0.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
7,758,890
shares
|
$737 Million
3.16% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,131,900
shares
|
$297 Million
0.01% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,388,392
shares
|
$227 Million
0.16% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
2,357,536
shares
|
$224 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,078,977
shares
|
$197 Million
0.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
1,862,010
shares
|
$177 Million
0.2% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
1,640,215
shares
|
$156 Million
0.04% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,612,348
shares
|
$153 Million
0.03% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
1,581,723
shares
|
$150 Million
0.03% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Stephens Investment Management Group LLC
|
Oct 28, 2024 Q3 2024 |
1,249,082
shares
|
$119 Million
1.44% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,215,321
shares
|
$115 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.19%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
1,126,645
shares
|
$107 Million
0.12% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,061,807
shares
|
$101 Million
0.02% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
1,037,780
shares
|
$98.5 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,034,042
shares
|
$98.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
985,834
shares
|
$93.6 Million
1.15% of portfolio
|
Q3 2024
Reduced 12.05%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
947,294
shares
|
$89.9 Million
0.04% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Van Berkom & Associates Inc.
|
Nov 04, 2024 Q3 2024 |
935,581
shares
|
$88.8 Million
2.1% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
899,240
shares
|
$85.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.36%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
843,423
shares
|
$80.1 Million
0.61% of portfolio
|
Q3 2024
Added 36.73%
|
|
|
Geneva Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
842,009
shares
|
$79.9 Million
1.17% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Greenhouse Funds Lllp
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
792,469
shares
|
$75.2 Million
2.51% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
790,908
shares
|
$75.1 Million
0.55% of portfolio
|
Q3 2024
Added 0.29%
|