Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 554 institutions that hold shares in the stock, with a total of 86.4 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 |
|---|---|---|---|---|---|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
771,205
shares
|
$78.5 Million
0.04% of portfolio
|
Q3 2025
Added 11.81%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
764,187
shares
|
$77.8 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
759,525
shares
|
$77.3 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Stephens Investment Management Group LLC
|
Oct 28, 2025 Q3 2025 |
724,244
shares
|
$73.7 Million
0.97% of portfolio
|
Q3 2025
Reduced 28.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
690,569
shares
|
$70.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
675,530
shares
|
$68.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
652,246
shares
|
$66.4 Million
0.16% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
633,143
shares
|
$64.4 Million
0.07% of portfolio
|
Q3 2025
Added 258.48%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
624,272
shares
|
$63.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Premier Fund Managers LTD
|
Nov 10, 2025 Q3 2025 |
610,129
shares
|
$62.1 Million
2.39% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
597,445
shares
|
$60.8 Million
0.09% of portfolio
|
Q3 2025
Added 39.14%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
561,025
shares
|
$57.1 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
549,978
shares
|
$56 Million
0.01% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
549,217
shares
|
$55.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
548,725
shares
|
$55.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
446,993
shares
|
$45.5 Million
0.37% of portfolio
|
Q3 2025
Reduced 10.4%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
436,034
shares
|
$44.4 Million
2.21% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
426,814
shares
|
$43.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 64.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
413,163
shares
|
$42 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
386,388
shares
|
$39.3 Million
0.21% of portfolio
|
Q3 2025
Added 23.86%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
378,280
shares
|
$38.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 20.43%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
370,923
shares
|
$37.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
351,102
shares
|
$35.7 Million
0.01% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
349,342
shares
|
$35.6 Million
0.05% of portfolio
|
Q3 2025
Added 21.29%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
343,270
shares
|
$34.9 Million
0.13% of portfolio
|
Q3 2025
Added 44.43%
|
|