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 |
|---|---|---|---|---|---|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,700
shares
|
$269,946
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
2,667
shares
|
$266,646
0.04% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Scharf Investments, LLC
|
Apr 22, 2025 Q1 2025 |
2,652
shares
|
$265,146
0.01% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
2,538
shares
|
$253,749
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
2,485
shares
|
$248,450
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
2,435
shares
|
$243,451
0.01% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
2,430
shares
|
$242,951
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
2,407
shares
|
$240,651
0.0% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
2,392
shares
|
$239,152
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Massar Capital Management, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
2,359
shares
|
$235,852
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
2,344
shares
|
$234,353
0.0% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
2,330
shares
|
$232,953
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
2,327
shares
|
$232,653
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
2,308
shares
|
$230,753
0.09% of portfolio
|
Q1 2024
Reduced 34.19%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
2,291
shares
|
$229,054
0.0% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
2,273
shares
|
$227,254
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
2,268
shares
|
$226,754
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
2,166
shares
|
$216,556
0.0% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
2,100
shares
|
$209,958
0.0% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
2,097
shares
|
$209,658
0.15% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
River Park Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
2,006
shares
|
$200,559
0.16% of portfolio
|
Q1 2025
Added 14.43%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
1,988
shares
|
$198,760
0.05% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,889
shares
|
$188,862
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,793
shares
|
$179,264
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,728
shares
|
$172,765
0.02% of portfolio
|
Q3 2022
Reduced 2.48%
|