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 |
|---|---|---|---|---|---|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
165
shares
|
$15,084
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
155
shares
|
$14,170
0.0% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
155
shares
|
$14,170
0.0% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
140
shares
|
$12,798
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
130
shares
|
$11,884
0.0% of portfolio
|
Q1 2025
Added 22.64%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
127
shares
|
$11,610
0.0% of portfolio
|
Q4 2024
Reduced 15.89%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
123
shares
|
$11,244
0.0% of portfolio
|
Q1 2025
Added 1018.18%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
104
shares
|
$9,507
0.0% of portfolio
|
Q1 2025
Added 38.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
103
shares
|
$9,416
0.0% of portfolio
|
Q4 2024
Reduced 67.3%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
102
shares
|
$9,324
0.0% of portfolio
|
Q1 2023
Added 36.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
100
shares
|
$9,142
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
93
shares
|
$8,502
0.0% of portfolio
|
Q4 2024
Reduced 34.97%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
89
shares
|
$8,136
0.0% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
81
shares
|
$7,405
0.0% of portfolio
|
Q1 2025
Added 17.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
74
shares
|
$6,765
0.0% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
73
shares
|
$6,673
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
69
shares
|
$6,307
0.0% of portfolio
|
Q4 2024
Added 27.78%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
65
shares
|
$5,942
0.0% of portfolio
|
Q4 2024
Reduced 40.91%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
65
shares
|
$5,942
0.0% of portfolio
|
Q4 2024
Reduced 32.99%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
63
shares
|
$5,759
0.0% of portfolio
|
Q1 2025
Added 65.79%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
57
shares
|
$5,210
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
55
shares
|
$5,028
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
50
shares
|
$4,571
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
49
shares
|
$4,479
0.0% of portfolio
|
Q2 2023
Added 19.51%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
47
shares
|
$4,296
0.0% of portfolio
|
Q4 2024
New holding
|