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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,286
shares
|
$118,672
0.0% of portfolio
|
Q2 2025
Added 20.86%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
1,153
shares
|
$106,398
0.17% of portfolio
|
Q2 2025
Reduced 24.54%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,108
shares
|
$102,246
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
1,102
shares
|
$101,692
0.0% of portfolio
|
Q2 2025
Added 2587.8%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,064
shares
|
$98,185
0.0% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,024
shares
|
$94,494
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
970
shares
|
$89,511
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
927
shares
|
$85,543
0.01% of portfolio
|
Q2 2024
Reduced 20.57%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
908
shares
|
$83,790
0.0% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
883
shares
|
$81,483
0.0% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
866
shares
|
$79,914
0.0% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
863
shares
|
$79,637
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
862
shares
|
$79,545
0.0% of portfolio
|
Q2 2025
Reduced 94.27%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
779
shares
|
$71,886
0.02% of portfolio
|
Q2 2025
Reduced 49.18%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
770
shares
|
$71,055
0.01% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
756
shares
|
$69,763
0.0% of portfolio
|
Q2 2025
Added 25100.0%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
750
shares
|
$69,210
0.0% of portfolio
|
Q2 2025
Added 119.3%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
747
shares
|
$68,933
0.0% of portfolio
|
Q2 2025
Added 283.08%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
741
shares
|
$68,379
0.02% of portfolio
|
Q2 2025
Added 457.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
710
shares
|
$65,518
0.0% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
623
shares
|
$57,490
0.0% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
550
shares
|
$50,754
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Jul 30, 2025 Q2 2025 |
549
shares
|
$50,661
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
505
shares
|
$46,601
0.0% of portfolio
|
Q2 2025
Reduced 26.71%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
482
shares
|
$44,478
0.0% of portfolio
|
Q2 2025
Reduced 36.33%
|