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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
2,232
shares
|
$201,594
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
2,232
shares
|
$201,594
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aristeia Capital LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
2,177
shares
|
$196,626
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
2,141
shares
|
$193,375
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,112
shares
|
$190,755
0.0% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
2,089
shares
|
$188,678
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
1,974
shares
|
$178,291
0.0% of portfolio
|
Q4 2024
Added 31.69%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
1,973
shares
|
$178,201
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
1,950
shares
|
$176,124
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,868
shares
|
$168,717
0.02% of portfolio
|
Q4 2024
Added 88.88%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,826
shares
|
$164,924
0.0% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
River Park Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,753
shares
|
$158,330
0.12% of portfolio
|
Q4 2024
Reduced 37.7%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,728
shares
|
$156,072
0.02% of portfolio
|
Q3 2022
Reduced 2.48%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
1,721
shares
|
$155,440
0.04% of portfolio
|
Q4 2024
Reduced 68.5%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,492
shares
|
$134,757
0.09% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,326
shares
|
$119,764
0.01% of portfolio
|
Q2 2024
Reduced 17.33%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,285
shares
|
$116,061
0.0% of portfolio
|
Q4 2024
Added 1112.26%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,248
shares
|
$112,719
0.01% of portfolio
|
Q4 2024
Added 32.91%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,160
shares
|
$104,771
0.0% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,154
shares
|
$104,229
0.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,115
shares
|
$100,706
0.0% of portfolio
|
Q4 2024
Added 50.68%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,024
shares
|
$92,487
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,023
shares
|
$92,397
0.0% of portfolio
|
Q4 2024
Added 25.21%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
997
shares
|
$90,049
0.02% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
975
shares
|
$88,062
0.0% of portfolio
|
Q4 2024
Reduced 0.71%
|