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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
171
shares
|
$15,779
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
165
shares
|
$15,226
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
160
shares
|
$14,764
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
144
shares
|
$13,288
0.0% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
140
shares
|
$12,919
0.0% of portfolio
|
Q2 2025
Added 34.62%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
131
shares
|
$12,088
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
110
shares
|
$10,150
0.0% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
102
shares
|
$9,412
0.0% of portfolio
|
Q1 2023
Added 36.0%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
99
shares
|
$9,135
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
93
shares
|
$8,582
0.0% of portfolio
|
Q4 2024
Reduced 34.97%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
91
shares
|
$8,397
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
72
shares
|
$6,644
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
69
shares
|
$6,367
0.0% of portfolio
|
Q2 2025
Reduced 93.79%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
69
shares
|
$6,367
0.0% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
65
shares
|
$5,998
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
64
shares
|
$5,905
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
58
shares
|
$5,352
0.0% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
57
shares
|
$5,259
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
55
shares
|
$5,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
47
shares
|
$4,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
47
shares
|
$4,337
0.0% of portfolio
|
Q4 2023
Reduced 6.0%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
46
shares
|
$4,244
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
45
shares
|
$4,152
0.0% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
44
shares
|
$4,060
0.0% of portfolio
|
Q2 2025
Added 41.94%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
41
shares
|
$3,783
0.0% of portfolio
|
Q3 2023
New holding
|