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 |
|---|---|---|---|---|---|
|
Aristeia Capital LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
2,907
shares
|
$268,257
0.02% of portfolio
|
Q2 2025
Reduced 16.75%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,905
shares
|
$268,073
0.01% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
2,892
shares
|
$266,873
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
2,884
shares
|
$266,135
0.01% of portfolio
|
Q2 2025
Added 26.88%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,844
shares
|
$262,444
0.0% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
2,833
shares
|
$261,429
0.01% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,828
shares
|
$260,967
0.0% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,818
shares
|
$260,045
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
2,800
shares
|
$258,384
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,759
shares
|
$254,600
0.0% of portfolio
|
Q2 2025
Reduced 48.4%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,700
shares
|
$249,156
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
2,699
shares
|
$249,063
0.04% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Scharf Investments, LLC
|
Jul 14, 2025 Q2 2025 |
2,652
shares
|
$244,726
0.01% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
2,608
shares
|
$240,666
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
2,590
shares
|
$239,005
0.0% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
2,558
shares
|
$236,052
0.09% of portfolio
|
Q2 2025
Reduced 79.8%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
2,509
shares
|
$231,530
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
2,485
shares
|
$229,315
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
2,471
shares
|
$228,023
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
2,456
shares
|
$226,639
0.0% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
2,437
shares
|
$224,886
0.0% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
2,430
shares
|
$224,240
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
2,411
shares
|
$222,487
0.0% of portfolio
|
Q2 2025
Reduced 35.74%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
2,381
shares
|
$219,718
0.03% of portfolio
|
Q2 2025
Reduced 19.18%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
2,344
shares
|
$216,304
0.01% of portfolio
|
Q2 2025
New holding
|