Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 482 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 $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
65
shares
|
$6,331
0.0% of portfolio
|
Q4 2024
Reduced 40.91%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
57
shares
|
$5,552
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
50
shares
|
$4,870
0.0% of portfolio
|
Q4 2024
Reduced 39.02%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
49
shares
|
$4,773
0.0% of portfolio
|
Q2 2023
Added 19.51%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
47
shares
|
$4,578
0.0% of portfolio
|
Q4 2023
Reduced 6.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
47
shares
|
$4,578
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
46
shares
|
$4,480
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
45
shares
|
$4,383
0.0% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
45
shares
|
$4,383
0.0% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
41
shares
|
$3,993
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
38
shares
|
$3,701
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
36
shares
|
$3,506
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
35
shares
|
$3,409
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
34
shares
|
$3,311
0.0% of portfolio
|
Q2 2024
Added 142.86%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
32
shares
|
$3,117
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
31
shares
|
$3,019
0.0% of portfolio
|
Q4 2024
Added 244.44%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
25
shares
|
$2,435
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
21
shares
|
$2,045
0.0% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
20
shares
|
$1,948
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
16
shares
|
$1,558
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
15
shares
|
$1,461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
15
shares
|
$1,461
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
13
shares
|
$1,266
0.0% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
13
shares
|
$1,266
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
12
shares
|
$1,168
0.0% of portfolio
|
Q3 2024
Reduced 67.57%
|