Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 505 institutions that hold shares in the stock, with a total of 88.1 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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
345
shares
|
$31,539
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
342
shares
|
$31,265
0.0% of portfolio
|
Q1 2025
Reduced 55.41%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
322
shares
|
$29,437
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
321
shares
|
$29,345
0.03% of portfolio
|
Q1 2025
Added 38.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
314
shares
|
$28,705
0.0% of portfolio
|
Q1 2025
Added 528.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
300
shares
|
$27,426
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
291
shares
|
$26,603
0.0% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
290
shares
|
$26,511
0.0% of portfolio
|
Q3 2024
Reduced 92.05%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
278
shares
|
$25,414
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
267
shares
|
$24,409
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
245
shares
|
$22,397
0.0% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
244
shares
|
$22,306
0.01% of portfolio
|
Q1 2025
Added 8033.33%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
234
shares
|
$21,392
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
232
shares
|
$21,209
0.0% of portfolio
|
Q2 2024
Added 11.0%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
231
shares
|
$21,118
0.0% of portfolio
|
Q1 2025
Reduced 95.67%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
222
shares
|
$20,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
200
shares
|
$18,284
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
199
shares
|
$18,192
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
195
shares
|
$17,826
0.0% of portfolio
|
Q1 2025
Added 20.37%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
190
shares
|
$17,369
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
187
shares
|
$17,095
0.0% of portfolio
|
Q1 2025
Added 187.69%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
173
shares
|
$15,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
171
shares
|
$15,632
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
169
shares
|
$15,449
0.0% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
165
shares
|
$15,084
0.02% of portfolio
|
Q1 2025
New holding
|