Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 446 institutions that hold shares in the stock, with a total of 81.5 Million shares, which have been reported (via 13F filing form) to have a value of $8.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,843
shares
|
$303,859
0.01% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,822
shares
|
$301,615
0.0% of portfolio
|
Q1 2024
Reduced 43.56%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,820
shares
|
$301,401
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,818
shares
|
$301,187
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,814
shares
|
$300,760
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
2,810
shares
|
$300,332
0.01% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Farallon Capital Management LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,800
shares
|
$299,264
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,717
shares
|
$290,392
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
2,612
shares
|
$279,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,598
shares
|
$277,674
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
2,572
shares
|
$274,895
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
2,568
shares
|
$274,467
0.0% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
2,544
shares
|
$271,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
2,540
shares
|
$271,475
0.01% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
2,521
shares
|
$269,444
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
2,501
shares
|
$267,306
0.0% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
2,430
shares
|
$259,718
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
2,386
shares
|
$255,015
0.16% of portfolio
|
Q3 2024
Reduced 33.31%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
2,377
shares
|
$254,053
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,360
shares
|
$252,236
0.0% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
2,308
shares
|
$246,679
0.09% of portfolio
|
Q1 2024
Reduced 34.19%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
2,240
shares
|
$239,411
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
2,232
shares
|
$238,556
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
2,097
shares
|
$224,127
0.01% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,832
shares
|
$195,804
0.0% of portfolio
|
Q3 2024
New holding
|