Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 436 institutions that hold shares in the stock, with a total of 81.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,333
shares
|
$135,512
0.0% of portfolio
|
Q3 2024
Reduced 25.41%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1,326
shares
|
$134,801
0.01% of portfolio
|
Q2 2024
Reduced 17.33%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,152
shares
|
$117,112
0.0% of portfolio
|
Q3 2024
Reduced 18.3%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,024
shares
|
$104,099
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
989
shares
|
$100,541
0.01% of portfolio
|
Q3 2024
Reduced 42.27%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
982
shares
|
$99,830
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
946
shares
|
$96,170
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
939
shares
|
$95,458
0.01% of portfolio
|
Q3 2024
Added 57.82%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
927
shares
|
$94,238
0.01% of portfolio
|
Q2 2024
Reduced 20.57%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
900
shares
|
$91,494
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
817
shares
|
$83,056
0.0% of portfolio
|
Q3 2024
Reduced 53.31%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
757
shares
|
$76,956
0.0% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
740
shares
|
$75,228
0.0% of portfolio
|
Q2 2024
Reduced 12.84%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
623
shares
|
$63,334
0.0% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
588
shares
|
$59,776
0.0% of portfolio
|
Q3 2024
Reduced 23.14%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
577
shares
|
$58,657
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Deka Bank Deutsche Girozentrale
|
Oct 24, 2024 Q3 2024 |
549
shares
|
$55,811
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
473
shares
|
$48,085
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
405
shares
|
$41,172
0.0% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
358
shares
|
$36,394
0.0% of portfolio
|
Q3 2024
Added 20.13%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
345
shares
|
$35,072
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
293
shares
|
$29,786
0.0% of portfolio
|
Q3 2024
Added 423.21%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
290
shares
|
$29,481
0.0% of portfolio
|
Q3 2024
Reduced 92.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
288
shares
|
$29,278
0.0% of portfolio
|
Q3 2024
Added 87.01%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
286
shares
|
$29,074
0.0% of portfolio
|
Q3 2024
Added 11.72%
|