Healthequity, Inc. (HQY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

-16,600,000Shares Outstanding
1,473,308Shares held by institutions
$124,170,398Value of institutional holdings
0.00%Institutional ownership %
2.11%Shares Changed QoQ
291No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Healthequity, Inc. (NASDAQ:HQY) currently has 29 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

486 Institutional Holders

1,473,308 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
BlackRock, Inc. 30 Sep, 2025 11,165,858 441,876 4.12% $1,058,188,410.00
VANGUARD GROUP INC 30 Sep, 2025 8,746,255 243,549 2.86% $828,882,586.00
WASATCH ADVISORS LP 30 Sep, 2025 6,307,675 206,611 3.39% $597,778,360.00
FMR LLC 30 Sep, 2025 3,489,781 -1,550,235 -30.76% $330,726,569.00
STATE STREET CORP 30 Sep, 2025 3,150,196 -34,024 -1.07% $298,544,075.00
GEODE CAPITAL MANAGEMENT, LLC 30 Sep, 2025 2,195,561 48,383 2.25% $208,101,249.00
Invesco Ltd. 30 Sep, 2025 2,129,154 -236,706 -10.01% $201,779,926.00
AQR CAPITAL MANAGEMENT LLC 30 Sep, 2025 1,764,268 656,820 59.31% $167,199,677.00
WESTFIELD CAPITAL MANAGEMENT CO LP 30 Sep, 2025 1,716,658 451,450 35.68% $162,687,679.00
BROWN ADVISORY INC 30 Sep, 2025 1,605,273 -21,751 -1.34% $152,131,788.00
DIMENSIONAL FUND ADVISORS LP 30 Sep, 2025 1,559,008 38,154 2.51% $147,751,174.00
PRICE T ROWE ASSOCIATES INC /MD/ 30 Sep, 2025 1,533,730 833,361 118.99% $145,352.00
Clearbridge Investments, LLC 30 Sep, 2025 1,359,832 38,449 2.91% $128,871,262.00
MORGAN STANLEY 30 Sep, 2025 1,302,412 -101,756 -7.25% $123,429,719.00
MACKENZIE FINANCIAL CORP 30 Sep, 2025 1,267,752 584 0.05% $120,144,857.00
JPMORGAN CHASE & CO 30 Sep, 2025 1,205,077 124,283 11.50% $114,205,147.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 30 Sep, 2025 1,141,987 12,872 1.14% $108,226,108.00
GENEVA CAPITAL MANAGEMENT LLC 30 Sep, 2025 1,097,607 -10,634 -0.96% $104,020,170.00
NORTHERN TRUST CORP 30 Sep, 2025 1,080,140 -7,199 -0.66% $102,364,868.00
Greenhouse Funds LLLP 30 Sep, 2025 1,068,921 157,106 17.23% $101,301,643.00