Institutional Ownership Healthstream Inc (HSTM)
This table provides information about the institutional ownership of Healthstream Inc (HSTM). We have compiled data on the 206 institutions that hold shares in the stock, with a total of 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $527 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
165
shares
|
$4,037
0.0% of portfolio
|
Q3 2025
Reduced 9.84%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
148
shares
|
$3,621
0.0% of portfolio
|
Q3 2025
Reduced 68.84%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
117
shares
|
$2,862
0.0% of portfolio
|
Q3 2025
Added 69.57%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
116
shares
|
$2,838
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
115
shares
|
$2,814
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
115
shares
|
$2,814
0.0% of portfolio
|
Q3 2025
Added 94.92%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
73
shares
|
$1,786
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
70
shares
|
$1,712
0.0% of portfolio
|
Q3 2025
Reduced 98.47%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
62
shares
|
$1,517
0.0% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
48
shares
|
$1,174
0.0% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
45
shares
|
$1,101
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
42
shares
|
$1,027
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
42
shares
|
$1,027
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
41
shares
|
$1,003
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
41
shares
|
$1,003
0.0% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
39
shares
|
$954
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
34
shares
|
$831
0.0% of portfolio
|
Q3 2025
Reduced 91.5%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
24
shares
|
$587
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
23
shares
|
$562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
18
shares
|
$440
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
18
shares
|
$440
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
16
shares
|
$391
0.0% of portfolio
|
Q3 2025
Reduced 88.57%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
16
shares
|
$391
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
10
shares
|
$244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
7
shares
|
$171
0.0% of portfolio
|
Q3 2025
New holding
|
|