Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 495 institutions that hold shares in the stock, with a total of 85.7 Million shares, which have been reported (via 13F filing form) to have a value of $7.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Next Century Growth Investors LLC
Minneapolis, MN |
May 14, 2025 Q1 2025 |
98,268
shares
|
$8.98 Million
0.86% of portfolio
|
Q1 2025
Added 30.12%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
97,323
shares
|
$8.9 Million
0.03% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
96,837
shares
|
$8.85 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
96,102
shares
|
$8.79 Million
0.49% of portfolio
|
Q4 2023
Reduced 1.09%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
94,305
shares
|
$8.62 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Peregrine Capital Management LLC
|
Apr 25, 2025 Q1 2025 |
93,332
shares
|
$8.53 Million
0.29% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Feb 14, 2025 Q4 2024 |
91,500
shares
|
$8.36 Million
0.43% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
90,354
shares
|
$8.26 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
87,786
shares
|
$8.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
87,311
shares
|
$7.98 Million
0.03% of portfolio
|
Q1 2025
Reduced 74.34%
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
84,675
shares
|
$7.74 Million
0.02% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
84,307
shares
|
$7.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 42.21%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
83,757
shares
|
$7.66 Million
0.41% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
81,549
shares
|
$7.46 Million
0.01% of portfolio
|
Q2 2024
Added 3.0%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
78,072
shares
|
$7.14 Million
0.01% of portfolio
|
Q4 2024
Added 70.21%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
75,326
shares
|
$6.89 Million
0.14% of portfolio
|
Q4 2023
Reduced 71.45%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
75,206
shares
|
$6.88 Million
0.09% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
74,021
shares
|
$6.77 Million
0.01% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
70,155
shares
|
$6.41 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
70,153
shares
|
$6.41 Million
0.03% of portfolio
|
Q1 2025
Added 43.42%
|
|
|
Overbrook Management Corp
New York, NY |
Apr 24, 2025 Q1 2025 |
69,416
shares
|
$6.35 Million
1.47% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
69,364
shares
|
$6.34 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
69,339
shares
|
$6.34 Million
0.06% of portfolio
|
Q3 2024
Added 54.35%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
68,253
shares
|
$6.24 Million
0.05% of portfolio
|
Q1 2025
Added 168.0%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
68,007
shares
|
$6.22 Million
0.52% of portfolio
|
Q1 2025
Added 65.34%
|