Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 482 institutions that hold shares in the stock, with a total of 192 Million shares, which have been reported (via 13F filing form) to have a value of $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
11
shares
|
$1,194
0.0% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
11
shares
|
$1,194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
10
shares
|
$1,086
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
10
shares
|
$1,086
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
10
shares
|
$1,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
6
shares
|
$651
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
5
shares
|
$543
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
5
shares
|
$543
0.0% of portfolio
|
Q2 2022
Reduced 95.54%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
5
shares
|
$543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
5
shares
|
$543
0.0% of portfolio
|
Q3 2023
Added 2.78%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4
shares
|
$434
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
4
shares
|
$434
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
4
shares
|
$434
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
3
shares
|
$325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
2
shares
|
$217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
2
shares
|
$217
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1
shares
|
$108
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
1
shares
|
$108
0.0% of portfolio
|
Q3 2024
New holding
|