Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 519 institutions that hold shares in the stock, with a total of 88 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 |
|---|---|---|---|---|---|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
19,655
shares
|
$1.97 Million
0.06% of portfolio
|
Q1 2025
Added 296.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
19,371
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
19,268
shares
|
$1.93 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
19,041
shares
|
$1.9 Million
0.01% of portfolio
|
Q1 2025
Added 137.12%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
18,572
shares
|
$1.86 Million
0.02% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
18,420
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Added 44.4%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
18,350
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
18,214
shares
|
$1.82 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
18,196
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.34%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
17,785
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 91.83%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 27, 2025 Q1 2025 |
17,723
shares
|
$1.77 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
17,676
shares
|
$1.77 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
17,300
shares
|
$1.73 Million
0.05% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
17,298
shares
|
$1.73 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Goodnow Investment Group, LLC
Darien, CT |
May 14, 2025 Q1 2025 |
17,000
shares
|
$1.7 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
16,645
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
May 13, 2025 Q1 2025 |
15,689
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
15,633
shares
|
$1.56 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
15,611
shares
|
$1.56 Million
0.15% of portfolio
|
Q1 2025
Reduced 22.62%
|
|
|
Montanaro Asset Management LTD
|
May 13, 2025 Q1 2025 |
15,300
shares
|
$1.53 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
15,045
shares
|
$1.5 Million
0.07% of portfolio
|
Q2 2025
Added 19.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
15,041
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
15,023
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
15,014
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.47%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
14,821
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Added 10.89%
|