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 |
|---|---|---|---|---|---|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
549
shares
|
$54,889
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
485
shares
|
$48,490
0.0% of portfolio
|
Q1 2025
Added 646.15%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
455
shares
|
$45,490
0.01% of portfolio
|
Q2 2025
Added 41.3%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
420
shares
|
$41,991
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
391
shares
|
$39,092
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
353
shares
|
$35,292
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
342
shares
|
$34,193
0.0% of portfolio
|
Q1 2025
Reduced 55.41%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
321
shares
|
$32,093
0.03% of portfolio
|
Q1 2025
Added 38.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
314
shares
|
$31,393
0.0% of portfolio
|
Q1 2025
Added 528.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
305
shares
|
$30,493
0.01% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
300
shares
|
$29,994
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
291
shares
|
$29,094
0.0% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
290
shares
|
$28,994
0.0% of portfolio
|
Q3 2024
Reduced 92.05%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
278
shares
|
$27,794
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
267
shares
|
$26,694
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
250
shares
|
$24,995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
246
shares
|
$24,595
0.0% of portfolio
|
Q2 2025
Added 232.43%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
245
shares
|
$24,495
0.0% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
234
shares
|
$23,395
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
231
shares
|
$23,095
0.0% of portfolio
|
Q1 2025
Reduced 95.67%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
223
shares
|
$22,295
0.0% of portfolio
|
Q2 2025
Added 31.95%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
222
shares
|
$22,195
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
200
shares
|
$19,996
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
199
shares
|
$19,896
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
195
shares
|
$19,496
0.0% of portfolio
|
Q1 2025
Added 20.37%
|