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 |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
2,810
shares
|
$253,799
0.01% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Farallon Capital Management LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,800
shares
|
$252,895
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Feb 13, 2025 Q4 2024 |
2,772
shares
|
$250,367
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
2,759
shares
|
$249,192
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
2,736
shares
|
$247,115
0.01% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,717
shares
|
$245,399
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
2,694
shares
|
$243,322
0.0% of portfolio
|
Q4 2024
Reduced 96.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
2,665
shares
|
$240,702
0.0% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
2,640
shares
|
$238,444
0.0% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
2,591
shares
|
$234,019
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,564
shares
|
$231,580
0.0% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
2,540
shares
|
$229,412
0.01% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
2,521
shares
|
$227,696
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
2,493
shares
|
$225,167
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,485
shares
|
$224,445
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
2,430
shares
|
$219,477
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
2,395
shares
|
$216,316
0.0% of portfolio
|
Q4 2024
Reduced 26.53%
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
2,386
shares
|
$215,503
0.22% of portfolio
|
Q3 2024
Reduced 33.31%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
2,377
shares
|
$214,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
2,357
shares
|
$212,884
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
2,332
shares
|
$210,626
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
2,330
shares
|
$210,445
0.02% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
2,308
shares
|
$208,458
0.09% of portfolio
|
Q1 2024
Reduced 34.19%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,262
shares
|
$204,303
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
2,240
shares
|
$202,316
0.01% of portfolio
|
Q4 2024
New holding
|