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 |
|---|---|---|---|---|---|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
5,807
shares
|
$535,869
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
5,771
shares
|
$532,547
0.11% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
5,467
shares
|
$504,494
0.0% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
5,422
shares
|
$500,342
0.32% of portfolio
|
Q1 2024
Reduced 8.32%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
5,418
shares
|
$499,973
0.0% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
5,343
shares
|
$493,052
0.0% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,319
shares
|
$490,837
0.0% of portfolio
|
Q3 2023
Reduced 9.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,164
shares
|
$476,533
0.0% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
5,112
shares
|
$471,735
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,107
shares
|
$471,273
0.01% of portfolio
|
Q2 2025
Added 56.03%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
5,000
shares
|
$461,400
0.06% of portfolio
|
Q2 2019
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,987
shares
|
$460,200
0.02% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
4,977
shares
|
$459,277
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,974
shares
|
$459,000
0.0% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
4,878
shares
|
$450,141
1.24% of portfolio
|
Q2 2023
New holding
|
|
|
Shaker Investments LLC
|
Jul 31, 2025 Q2 2025 |
4,861
shares
|
$448,573
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
4,770
shares
|
$440,175
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
4,666
shares
|
$430,578
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
4,646
shares
|
$428,732
0.04% of portfolio
|
Q2 2025
Reduced 16.93%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
4,563
shares
|
$421,073
0.0% of portfolio
|
Q2 2025
Reduced 21.91%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,507
shares
|
$415,905
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,284
shares
|
$395,327
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
4,135
shares
|
$381,577
0.01% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 13, 2025 Q2 2025 |
4,110
shares
|
$379,270
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
3,998
shares
|
$368,935
0.0% of portfolio
|
Q2 2025
Added 11.58%
|