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 |
|---|---|---|---|---|---|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
1,533
shares
|
$153,269
0.01% of portfolio
|
Q1 2025
Reduced 17.93%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
1,533
shares
|
$153,269
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
1,528
shares
|
$152,769
0.21% of portfolio
|
Q1 2025
Reduced 35.96%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,447
shares
|
$144,671
0.0% of portfolio
|
Q2 2025
Added 22.42%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,430
shares
|
$142,971
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,326
shares
|
$132,573
0.01% of portfolio
|
Q2 2024
Reduced 17.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,293
shares
|
$129,274
0.0% of portfolio
|
Q1 2025
Reduced 29.19%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,213
shares
|
$121,275
0.07% of portfolio
|
Q1 2025
Reduced 18.7%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
1,111
shares
|
$111,077
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,108
shares
|
$110,777
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,082
shares
|
$108,178
0.0% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
May 07, 2025 Q1 2025 |
1,071
shares
|
$107,078
0.0% of portfolio
|
Q1 2025
Added 128.85%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,064
shares
|
$106,378
0.0% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,024
shares
|
$102,379
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
955
shares
|
$95,480
0.0% of portfolio
|
Q1 2025
Added 17.47%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
927
shares
|
$92,681
0.01% of portfolio
|
Q2 2024
Reduced 20.57%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
866
shares
|
$86,582
0.0% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
840
shares
|
$83,983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
774
shares
|
$77,384
0.0% of portfolio
|
Q1 2025
Added 5060.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
770
shares
|
$76,984
0.01% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
757
shares
|
$75,684
0.0% of portfolio
|
Q1 2025
Reduced 99.85%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
738
shares
|
$73,785
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
689
shares
|
$68,886
0.0% of portfolio
|
Q1 2025
Added 1365.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
655
shares
|
$65,486
0.0% of portfolio
|
Q1 2025
Added 176.37%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
623
shares
|
$62,287
0.0% of portfolio
|
Q2 2024
Reduced 5.32%
|