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 $8.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
10,300
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 43.06%
|
|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
10,136
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
10,133
shares
|
$1.01 Million
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
|
$1 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
9,756
shares
|
$975,404
0.0% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
9,598
shares
|
$959,608
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
9,194
shares
|
$919,216
0.0% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
9,000
shares
|
$899,820
0.0% of portfolio
|
Q2 2023
Reduced 15.49%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
8,880
shares
|
$887,822
0.62% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
8,852
shares
|
$885,022
0.13% of portfolio
|
Q1 2023
Reduced 14.08%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
8,827
shares
|
$882,523
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
8,824
shares
|
$882,223
0.0% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
8,595
shares
|
$859,328
0.01% of portfolio
|
Q1 2022
Reduced 0.06%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
8,550
shares
|
$854,829
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
8,550
shares
|
$854,829
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
May 09, 2025 Q1 2025 |
8,428
shares
|
$842,631
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
8,405
shares
|
$840,331
0.01% of portfolio
|
Q1 2025
Added 302.35%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
8,376
shares
|
$837,432
0.01% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,262
shares
|
$826,034
0.09% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
8,169
shares
|
$816,736
0.01% of portfolio
|
Q1 2025
Added 76.25%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
7,896
shares
|
$789,442
0.01% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
7,844
shares
|
$784,243
0.01% of portfolio
|
Q1 2025
Reduced 71.53%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jun 03, 2025 Q1 2025 |
7,529
shares
|
$752,749
0.08% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
7,180
shares
|
$717,856
0.09% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
6,938
shares
|
$693,661
0.19% of portfolio
|
Q1 2025
Reduced 33.97%
|