Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 505 institutions that hold shares in the stock, with a total of 88.1 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 |
|---|---|---|---|---|---|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
2,435
shares
|
$222,607
0.01% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
2,430
shares
|
$222,150
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
2,407
shares
|
$220,047
0.0% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
2,392
shares
|
$218,676
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Massar Capital Management, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
2,359
shares
|
$215,659
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
2,344
shares
|
$214,288
0.0% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
2,330
shares
|
$213,008
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
2,308
shares
|
$210,997
0.09% of portfolio
|
Q1 2024
Reduced 34.19%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
2,291
shares
|
$209,443
0.0% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
2,273
shares
|
$207,797
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
2,268
shares
|
$207,340
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Aristeia Capital LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
2,177
shares
|
$199,021
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
2,166
shares
|
$198,015
0.0% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
2,141
shares
|
$195,730
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
2,100
shares
|
$191,982
0.0% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
2,097
shares
|
$191,707
0.15% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
2,089
shares
|
$190,976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
River Park Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
2,006
shares
|
$183,388
0.16% of portfolio
|
Q1 2025
Added 14.43%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,889
shares
|
$172,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,793
shares
|
$163,916
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,728
shares
|
$157,973
0.02% of portfolio
|
Q3 2022
Reduced 2.48%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
1,721
shares
|
$157,333
0.04% of portfolio
|
Q4 2024
Reduced 68.5%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
1,533
shares
|
$140,146
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
1,533
shares
|
$140,146
0.01% of portfolio
|
Q1 2025
Reduced 17.93%
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
1,528
shares
|
$139,689
0.21% of portfolio
|
Q1 2025
Reduced 35.96%
|