Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 505 institutions that hold shares in the stock, with a total of 88.1 Million shares, which have been reported (via 13F filing form) to have a value of $8.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
13,326
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,309
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
13,063
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 47.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
12,983
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
12,762
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
12,666
shares
|
$1.16 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
12,622
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
Added 44.66%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
12,412
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,168
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 1089.44%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
11,566
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
11,505
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Penn Capital Management Company, LLC
Philadelphia, PA |
May 14, 2025 Q1 2025 |
11,268
shares
|
$1.03 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Holocene Advisors, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
10,874
shares
|
$994,101
0.0% of portfolio
|
Q4 2024
Reduced 28.59%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
10,659
shares
|
$974,445
0.26% of portfolio
|
Q4 2023
Reduced 5.06%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
10,516
shares
|
$961,372
0.01% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
10,136
shares
|
$926,633
0.01% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
10,133
shares
|
$926,358
0.0% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
10,037
shares
|
$917,582
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
10,000
shares
|
$914,200
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
9,968
shares
|
$911,274
0.04% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
9,756
shares
|
$891,893
0.0% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
9,500
shares
|
$868,490
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
9,194
shares
|
$840,515
0.0% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Feb 14, 2025 Q4 2024 |
9,120
shares
|
$833,750
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
9,000
shares
|
$822,780
0.0% of portfolio
|
Q2 2023
Reduced 15.49%
|