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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
4,711
shares
|
$430,679
0.02% of portfolio
|
Q1 2025
Added 32.59%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,555
shares
|
$416,418
0.0% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,499
shares
|
$411,298
0.0% of portfolio
|
Q4 2024
Added 32.91%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,415
shares
|
$403,619
0.01% of portfolio
|
Q4 2022
Added 18.14%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
3,972
shares
|
$363,120
0.11% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
3,944
shares
|
$360,560
0.03% of portfolio
|
Q1 2025
Reduced 68.96%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
3,752
shares
|
$343,007
0.0% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
3,710
shares
|
$339,168
0.01% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
3,689
shares
|
$337,248
0.01% of portfolio
|
Q1 2025
Reduced 22.39%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,679
shares
|
$336,334
0.0% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
3,636
shares
|
$332,403
0.01% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
3,583
shares
|
$327,557
0.0% of portfolio
|
Q1 2025
Added 34.45%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
3,410
shares
|
$311,742
0.03% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
3,380
shares
|
$308,999
0.01% of portfolio
|
Q1 2025
Added 23.54%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
3,372
shares
|
$308,268
0.01% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,335
shares
|
$304,885
0.0% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,287
shares
|
$300,497
0.0% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
3,278
shares
|
$299,674
0.01% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,273
shares
|
$299,217
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,265
shares
|
$298,486
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,248
shares
|
$296,932
0.0% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
3,200
shares
|
$292,544
0.26% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,152
shares
|
$288,155
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
3,137
shares
|
$286,784
0.01% of portfolio
|
Q1 2025
Added 40.04%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
3,089
shares
|
$282,396
0.0% of portfolio
|
Q1 2025
Added 14.66%
|