Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 540 institutions that hold shares in the stock, with a total of 86.7 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 |
|---|---|---|---|---|---|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
7,813
shares
|
$720,983
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
7,561
shares
|
$697,729
0.0% of portfolio
|
Q2 2025
Added 144.77%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
7,533
shares
|
$695,145
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
7,501
shares
|
$692,192
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Legato Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
7,180
shares
|
$662,570
0.1% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
Aug 05, 2025 Q2 2025 |
7,056
shares
|
$651,127
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
6,938
shares
|
$640,238
0.2% of portfolio
|
Q1 2025
Reduced 33.97%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
6,870
shares
|
$633,963
0.01% of portfolio
|
Q2 2025
Added 36.2%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,736
shares
|
$621,598
0.03% of portfolio
|
Q2 2025
Reduced 21.22%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
6,736
shares
|
$621,598
0.13% of portfolio
|
Q2 2025
Reduced 21.22%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
6,601
shares
|
$609,140
0.02% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,565
shares
|
$605,818
0.11% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,561
shares
|
$605,449
0.01% of portfolio
|
Q2 2025
Added 74.82%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
6,445
shares
|
$594,744
0.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
6,444
shares
|
$594,652
0.08% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
6,422
shares
|
$592,622
0.01% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
6,376
shares
|
$588,377
0.08% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
6,072
shares
|
$560,324
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,037
shares
|
$557,094
0.08% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
5,996
shares
|
$553,310
0.2% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
5,972
shares
|
$551,096
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
5,950
shares
|
$549,066
0.01% of portfolio
|
Q2 2023
Added 7.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,893
shares
|
$543,806
0.0% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
5,880
shares
|
$542,606
0.02% of portfolio
|
Q2 2025
Added 13.69%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
5,823
shares
|
$537,346
0.01% of portfolio
|
Q2 2025
Reduced 7.51%
|