Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 481 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 $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
8,030
shares
|
$725,269
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Feb 14, 2025 Q4 2024 |
8,000
shares
|
$722,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
7,979
shares
|
$720,663
0.01% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
7,965
shares
|
$719,398
0.1% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
7,600
shares
|
$686,432
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Chase Investment Counsel Corp
|
Feb 05, 2025 Q4 2024 |
7,420
shares
|
$670,174
0.24% of portfolio
|
Q4 2024
Added 25.27%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
7,405
shares
|
$668,819
0.23% of portfolio
|
Q3 2024
Reduced 56.96%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Feb 13, 2025 Q4 2024 |
7,200
shares
|
$650,304
0.0% of portfolio
|
Q4 2024
Reduced 58.62%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
7,058
shares
|
$637,478
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
6,932
shares
|
$626,098
0.08% of portfolio
|
Q4 2024
Reduced 71.15%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
6,915
shares
|
$624,562
0.0% of portfolio
|
Q4 2024
Reduced 41.6%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
6,666
shares
|
$602,073
0.0% of portfolio
|
Q4 2024
Reduced 94.37%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
6,601
shares
|
$596,202
0.02% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
6,554
shares
|
$591,957
0.08% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
6,550
shares
|
$591,596
0.06% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
6,404
shares
|
$578,409
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Entry Point Capital, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
6,158
shares
|
$556,190
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
6,092
shares
|
$550,229
0.0% of portfolio
|
Q4 2024
Reduced 23.21%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
6,045
shares
|
$545,984
0.01% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
6,035
shares
|
$545,081
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
5,950
shares
|
$537,404
0.01% of portfolio
|
Q2 2023
Added 7.85%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
5,870
shares
|
$530,178
0.19% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
5,746
shares
|
$518,978
0.07% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Shay Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,700
shares
|
$514,823
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
5,700
shares
|
$514,823
0.0% of portfolio
|
Q3 2023
New holding
|