Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 434 institutions that hold shares in the stock, with a total of 81.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
90
shares
|
$9,266
0.0% of portfolio
|
Q3 2024
Added 23.29%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
87
shares
|
$8,957
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
82
shares
|
$8,442
0.0% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
80
shares
|
$8,236
0.0% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
70
shares
|
$7,207
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
70
shares
|
$7,207
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
65
shares
|
$6,692
0.0% of portfolio
|
Q3 2024
Reduced 36.89%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
61
shares
|
$6,280
0.01% of portfolio
|
Q4 2023
Reduced 8.96%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
59
shares
|
$6,074
0.0% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
59
shares
|
$6,074
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
57
shares
|
$5,868
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
55
shares
|
$5,662
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
54
shares
|
$5,559
0.0% of portfolio
|
Q4 2022
Added 14.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
54
shares
|
$5,559
0.0% of portfolio
|
Q3 2024
Added 35.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
49
shares
|
$5,045
0.0% of portfolio
|
Q2 2023
Added 19.51%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
47
shares
|
$4,839
0.0% of portfolio
|
Q4 2023
Reduced 6.0%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
46
shares
|
$4,736
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
46
shares
|
$4,736
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
45
shares
|
$4,633
0.0% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
41
shares
|
$4,221
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
40
shares
|
$4,118
0.0% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
38
shares
|
$3,912
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
34
shares
|
$3,500
0.0% of portfolio
|
Q2 2024
Added 142.86%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
30
shares
|
$3,088
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
25
shares
|
$2,574
0.0% of portfolio
|
Q1 2024
New holding
|