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 |
|---|---|---|---|---|---|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
150
shares
|
$16,032
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
143
shares
|
$15,283
0.0% of portfolio
|
Q4 2022
Added 13.49%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
111
shares
|
$11,863
0.0% of portfolio
|
Q3 2024
Reduced 37.99%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
110
shares
|
$11,756
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
106
shares
|
$11,329
0.0% of portfolio
|
Q3 2024
Added 241.94%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
105
shares
|
$11,222
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
102
shares
|
$10,901
0.0% of portfolio
|
Q1 2023
Added 36.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
97
shares
|
$10,367
0.0% of portfolio
|
Q3 2024
Reduced 42.6%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
90
shares
|
$9,619
0.0% of portfolio
|
Q3 2024
Added 23.29%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
87
shares
|
$9,298
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
82
shares
|
$8,764
0.0% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
80
shares
|
$8,550
0.0% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
78
shares
|
$8,336
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
75
shares
|
$8,016
0.0% of portfolio
|
Q4 2024
Reduced 35.9%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
70
shares
|
$7,481
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
70
shares
|
$7,481
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
65
shares
|
$6,947
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
61
shares
|
$6,519
0.01% of portfolio
|
Q4 2023
Reduced 8.96%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
59
shares
|
$6,305
0.0% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
59
shares
|
$6,305
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
57
shares
|
$6,092
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
55
shares
|
$5,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
54
shares
|
$5,771
0.0% of portfolio
|
Q3 2024
Added 35.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
54
shares
|
$5,771
0.0% of portfolio
|
Q4 2022
Added 14.89%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
49
shares
|
$5,237
0.0% of portfolio
|
Q2 2023
Added 19.51%
|