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 |
|---|---|---|---|---|---|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
2,308
shares
|
$212,982
0.09% of portfolio
|
Q1 2024
Reduced 34.19%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
2,296
shares
|
$211,874
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
2,267
shares
|
$209,198
0.02% of portfolio
|
Q2 2025
Reduced 20.12%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,239
shares
|
$206,614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
2,204
shares
|
$203,385
0.1% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
River Park Advisors, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,176
shares
|
$200,801
0.19% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
2,090
shares
|
$192,865
0.16% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
2,072
shares
|
$191,204
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
2,027
shares
|
$187,051
0.0% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Aug 13, 2025 Q2 2025 |
2,019
shares
|
$186,313
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,009
shares
|
$185,390
0.0% of portfolio
|
Q2 2025
Reduced 44.75%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,006
shares
|
$185,113
0.01% of portfolio
|
Q2 2025
Added 27.69%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
1,998
shares
|
$184,375
0.01% of portfolio
|
Q2 2025
Reduced 17.95%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Jul 31, 2025 Q2 2025 |
1,987
shares
|
$183,360
0.01% of portfolio
|
Q2 2025
Reduced 88.51%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,940
shares
|
$179,023
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
1,939
shares
|
$178,930
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,929
shares
|
$178,008
0.0% of portfolio
|
Q2 2025
Reduced 36.5%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
1,900
shares
|
$175,332
0.0% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,882
shares
|
$173,670
0.01% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
1,875
shares
|
$173,025
0.0% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,728
shares
|
$159,459
0.02% of portfolio
|
Q3 2022
Reduced 2.48%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Aug 13, 2025 Q2 2025 |
1,673
shares
|
$154,384
0.0% of portfolio
|
Q2 2025
Added 56.21%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,447
shares
|
$133,529
0.0% of portfolio
|
Q2 2025
Added 22.42%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,326
shares
|
$122,363
0.01% of portfolio
|
Q2 2024
Reduced 17.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,293
shares
|
$119,318
0.0% of portfolio
|
Q1 2025
Reduced 29.19%
|