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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,319
shares
|
$531,793
0.0% of portfolio
|
Q3 2023
Reduced 9.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,260
shares
|
$525,894
0.0% of portfolio
|
Q1 2025
Added 47.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
5,172
shares
|
$517,096
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,044
shares
|
$504,299
0.01% of portfolio
|
Q1 2025
Added 41.92%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
5,025
shares
|
$502,399
0.19% of portfolio
|
Q1 2025
Added 65.68%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
5,000
shares
|
$499,900
0.06% of portfolio
|
Q2 2019
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,974
shares
|
$497,300
0.0% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
4,878
shares
|
$487,702
1.24% of portfolio
|
Q2 2023
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
4,877
shares
|
$487,602
0.0% of portfolio
|
Q1 2025
Added 53.65%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
4,711
shares
|
$471,005
0.02% of portfolio
|
Q1 2025
Added 32.59%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
4,646
shares
|
$464,507
0.04% of portfolio
|
Q2 2025
Reduced 16.93%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,415
shares
|
$441,411
0.01% of portfolio
|
Q4 2022
Added 18.14%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
4,379
shares
|
$437,812
0.01% of portfolio
|
Q1 2025
Reduced 46.9%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
3,944
shares
|
$394,321
0.03% of portfolio
|
Q1 2025
Reduced 68.96%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
3,907
shares
|
$390,621
0.08% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
3,774
shares
|
$377,324
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,753
shares
|
$375,224
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
3,752
shares
|
$375,124
0.0% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
3,710
shares
|
$370,925
0.01% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
3,689
shares
|
$368,826
0.01% of portfolio
|
Q1 2025
Reduced 22.39%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,679
shares
|
$367,826
0.0% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
3,636
shares
|
$363,527
0.01% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
3,583
shares
|
$358,228
0.0% of portfolio
|
Q1 2025
Added 34.45%
|
|
|
Aristeia Capital LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
3,492
shares
|
$349,130
0.02% of portfolio
|
Q1 2025
Added 60.4%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
3,430
shares
|
$342,931
0.73% of portfolio
|
Q1 2025
Added 5.05%
|