Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 436 institutions that hold shares in the stock, with a total of 81.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
8,947
shares
|
$909,552
0.14% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
8,852
shares
|
$899,894
0.13% of portfolio
|
Q1 2023
Reduced 14.08%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
8,595
shares
|
$873,767
0.01% of portfolio
|
Q1 2022
Reduced 0.06%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
7,933
shares
|
$806,468
0.0% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,818
shares
|
$794,777
0.0% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
7,797
shares
|
$792,643
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
7,692
shares
|
$781,968
0.08% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
7,600
shares
|
$772,616
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
7,497
shares
|
$762,145
0.01% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
7,405
shares
|
$752,792
0.18% of portfolio
|
Q3 2024
Reduced 56.96%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,355
shares
|
$747,709
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
7,245
shares
|
$736,526
0.05% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,003
shares
|
$711,924
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
6,766
shares
|
$687,831
0.02% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
6,566
shares
|
$667,499
0.07% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
6,533
shares
|
$664,144
0.19% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
6,476
shares
|
$658,350
0.01% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
6,403
shares
|
$650,928
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
6,317
shares
|
$642,186
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
6,265
shares
|
$636,899
0.0% of portfolio
|
Q3 2024
Added 40.69%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
6,096
shares
|
$619,719
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
5,978
shares
|
$607,723
0.01% of portfolio
|
Q3 2024
Reduced 47.01%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
5,950
shares
|
$604,877
0.01% of portfolio
|
Q2 2023
Added 7.85%
|
|
|
Chase Investment Counsel Corp
|
Nov 05, 2024 Q3 2024 |
5,923
shares
|
$602,132
0.16% of portfolio
|
Q3 2024
Reduced 85.55%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
5,770
shares
|
$586,578
0.16% of portfolio
|
Q3 2024
New holding
|