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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
3,972
shares
|
$366,536
0.02% of portfolio
|
Q2 2025
Added 17.51%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,878
shares
|
$357,861
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
3,821
shares
|
$352,601
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
3,787
shares
|
$349,464
0.0% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
3,770
shares
|
$347,895
0.0% of portfolio
|
Q2 2025
Added 14.94%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,562
shares
|
$328,701
0.03% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,549
shares
|
$327,501
0.0% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
3,530
shares
|
$325,748
0.02% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
3,522
shares
|
$325,010
0.01% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
3,466
shares
|
$319,842
0.0% of portfolio
|
Q2 2025
Reduced 37.18%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
3,430
shares
|
$316,520
0.73% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
3,372
shares
|
$311,168
0.01% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,335
shares
|
$307,753
0.0% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,280
shares
|
$302,678
0.0% of portfolio
|
Q1 2025
Added 36.95%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
3,262
shares
|
$301,017
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,243
shares
|
$299,264
0.0% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
3,213
shares
|
$296,495
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
3,203
shares
|
$295,572
0.15% of portfolio
|
Q2 2025
Reduced 36.26%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,152
shares
|
$290,866
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
3,104
shares
|
$286,437
0.01% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
3,090
shares
|
$285,145
0.29% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
3,071
shares
|
$283,391
0.04% of portfolio
|
Q2 2025
Reduced 48.08%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,061
shares
|
$282,469
0.0% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
2,943
shares
|
$271,580
0.0% of portfolio
|
Q2 2025
Added 22.27%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
2,919
shares
|
$269,365
0.09% of portfolio
|
Q2 2025
New holding
|