Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 487 institutions that hold shares in the stock, with a total of 84.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
10,739,493
shares
|
$896 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
8,976,091
shares
|
$749 Million
0.02% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
7,513,745
shares
|
$627 Million
3.62% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,262,346
shares
|
$272 Million
0.01% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
2,089,398
shares
|
$174 Million
0.02% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
2,086,026
shares
|
$174 Million
0.26% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
2,060,026
shares
|
$172 Million
0.17% of portfolio
|
Q4 2024
Reduced 13.75%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
1,935,154
shares
|
$161 Million
0.26% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,624,773
shares
|
$136 Million
0.03% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
1,582,823
shares
|
$132 Million
0.04% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
1,501,387
shares
|
$125 Million
0.08% of portfolio
|
Q4 2024
Added 58.49%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
1,357,437
shares
|
$113 Million
0.04% of portfolio
|
Q4 2024
Reduced 17.24%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,155,043
shares
|
$96.4 Million
0.02% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,117,708
shares
|
$93.3 Million
0.02% of portfolio
|
Q4 2024
Added 73.05%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
1,107,526
shares
|
$92.4 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,086,811
shares
|
$90.7 Million
0.02% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,072,266
shares
|
$89.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.77%
|
|
|
Stephens Investment Management Group LLC
|
Jan 28, 2025 Q4 2024 |
1,050,437
shares
|
$87.7 Million
1.41% of portfolio
|
Q4 2024
Reduced 15.9%
|
|
|
Geneva Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
1,048,903
shares
|
$87.5 Million
1.77% of portfolio
|
Q4 2024
Added 24.57%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
951,235
shares
|
$79.4 Million
0.15% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Greenhouse Funds Lllp
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
884,404
shares
|
$73.8 Million
3.58% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
871,762
shares
|
$72.7 Million
1.26% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Van Berkom & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
838,321
shares
|
$70 Million
2.39% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
835,413
shares
|
$69.7 Million
0.74% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
833,916
shares
|
$69.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.26%
|