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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
3,410
shares
|
$340,931
0.03% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
3,380
shares
|
$337,932
0.01% of portfolio
|
Q1 2025
Added 23.54%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
3,372
shares
|
$337,132
0.01% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,335
shares
|
$333,433
0.0% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,287
shares
|
$328,634
0.0% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,280
shares
|
$327,934
0.0% of portfolio
|
Q1 2025
Added 36.95%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,273
shares
|
$327,234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,248
shares
|
$324,735
0.0% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
3,200
shares
|
$319,936
0.26% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
3,177
shares
|
$317,636
0.01% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,152
shares
|
$315,136
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
3,137
shares
|
$313,637
0.01% of portfolio
|
Q1 2025
Added 40.04%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
3,089
shares
|
$308,838
0.0% of portfolio
|
Q1 2025
Added 14.66%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
3,038
shares
|
$303,739
0.0% of portfolio
|
Q1 2025
Added 43.84%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
2,946
shares
|
$294,541
0.03% of portfolio
|
Q1 2025
Added 16.86%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
2,945
shares
|
$294,441
0.0% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
2,936
shares
|
$293,541
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,934
shares
|
$293,341
0.0% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
2,919
shares
|
$291,841
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,905
shares
|
$290,441
0.01% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
2,838
shares
|
$283,743
0.02% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,818
shares
|
$281,743
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
2,804
shares
|
$280,343
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
2,794
shares
|
$279,344
0.01% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
2,793
shares
|
$279,244
0.01% of portfolio
|
Q1 2025
Reduced 0.6%
|