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 |
|---|---|---|---|---|---|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
75,326
shares
|
$6.95 Million
0.17% of portfolio
|
Q4 2023
Reduced 71.45%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
75,204
shares
|
$6.94 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Renaissance Group LLC
Covington, KY |
Aug 11, 2025 Q2 2025 |
73,955
shares
|
$6.82 Million
0.31% of portfolio
|
Q2 2025
Added 30.18%
|
|
|
Moody Aldrich Partners LLC
|
Aug 04, 2025 Q2 2025 |
71,215
shares
|
$6.57 Million
1.62% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
70,155
shares
|
$6.47 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
69,339
shares
|
$6.4 Million
0.06% of portfolio
|
Q3 2024
Added 54.35%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
68,241
shares
|
$6.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
68,007
shares
|
$6.28 Million
0.52% of portfolio
|
Q1 2025
Added 65.34%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
66,921
shares
|
$6.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
65,425
shares
|
$6.04 Million
0.01% of portfolio
|
Q3 2022
Added 0.93%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
65,000
shares
|
$6 Million
0.94% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
64,959
shares
|
$5.99 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
62,100
shares
|
$5.73 Million
0.01% of portfolio
|
Q2 2025
Added 92.86%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
60,661
shares
|
$5.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.55%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jul 29, 2025 Q2 2025 |
59,732
shares
|
$5.51 Million
0.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
54,782
shares
|
$5.06 Million
0.06% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
53,563
shares
|
$4.94 Million
0.93% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
53,514
shares
|
$4.94 Million
1.26% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
52,335
shares
|
$4.83 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
52,078
shares
|
$4.81 Million
2.75% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
51,369
shares
|
$4.74 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
51,326
shares
|
$4.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 65.07%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
50,190
shares
|
$4.63 Million
0.02% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
49,064
shares
|
$4.53 Million
0.0% of portfolio
|
Q2 2025
Added 41.29%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
48,631
shares
|
$4.49 Million
0.21% of portfolio
|
Q2 2025
Added 24.92%
|