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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
190
shares
|
$18,996
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
187
shares
|
$18,696
0.0% of portfolio
|
Q1 2025
Added 187.69%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
173
shares
|
$17,296
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
171
shares
|
$17,096
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
165
shares
|
$16,496
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
155
shares
|
$15,496
0.0% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
155
shares
|
$15,496
0.0% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
140
shares
|
$13,997
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
133
shares
|
$13,297
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
131
shares
|
$13,097
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
130
shares
|
$12,997
0.0% of portfolio
|
Q1 2025
Added 22.64%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
127
shares
|
$12,697
0.0% of portfolio
|
Q4 2024
Reduced 15.89%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
123
shares
|
$12,297
0.0% of portfolio
|
Q1 2025
Added 1018.18%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
104
shares
|
$10,397
0.0% of portfolio
|
Q1 2025
Added 38.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
103
shares
|
$10,297
0.0% of portfolio
|
Q4 2024
Reduced 67.3%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
102
shares
|
$10,197
0.0% of portfolio
|
Q1 2023
Added 36.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
100
shares
|
$9,998
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
93
shares
|
$9,298
0.0% of portfolio
|
Q4 2024
Reduced 34.97%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
89
shares
|
$8,898
0.0% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
81
shares
|
$8,098
0.0% of portfolio
|
Q1 2025
Added 17.39%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
73
shares
|
$7,298
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
69
shares
|
$6,898
0.0% of portfolio
|
Q4 2024
Added 27.78%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
65
shares
|
$6,498
0.0% of portfolio
|
Q4 2024
Reduced 32.99%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
63
shares
|
$6,298
0.0% of portfolio
|
Q1 2025
Added 65.79%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
57
shares
|
$5,698
0.0% of portfolio
|
Q3 2023
New holding
|