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 |
|---|---|---|---|---|---|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
6,601
shares
|
$659,967
0.02% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,565
shares
|
$656,368
0.11% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
6,445
shares
|
$644,371
0.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
6,444
shares
|
$644,271
0.07% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,390
shares
|
$638,872
0.07% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
6,296
shares
|
$629,474
0.01% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
6,276
shares
|
$627,474
0.0% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,202
shares
|
$620,075
0.27% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
6,030
shares
|
$602,879
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
5,950
shares
|
$594,881
0.01% of portfolio
|
Q2 2023
Added 7.85%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
5,915
shares
|
$591,381
0.07% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Shay Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,900
shares
|
$589,882
0.09% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,893
shares
|
$589,182
0.0% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
5,886
shares
|
$588,482
0.0% of portfolio
|
Q1 2025
Added 25.18%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
5,843
shares
|
$584,183
0.0% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
5,791
shares
|
$578,984
0.17% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
5,700
shares
|
$569,886
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
5,637
shares
|
$563,587
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
5,599
shares
|
$559,788
0.02% of portfolio
|
Q1 2025
Added 140.3%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
5,517
shares
|
$551,589
0.0% of portfolio
|
Q1 2025
Added 29.11%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
5,422
shares
|
$542,091
0.32% of portfolio
|
Q1 2024
Reduced 8.32%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
5,375
shares
|
$537,392
0.09% of portfolio
|
Q1 2025
Reduced 39.25%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,372
shares
|
$537,092
0.0% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
5,347
shares
|
$534,593
0.0% of portfolio
|
Q1 2025
Added 32.68%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
5,343
shares
|
$534,193
0.01% of portfolio
|
Q1 2025
Reduced 11.61%
|