Healthequity, Inc. (HQY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

86,970,000Shares Outstanding

88,981,883Shares held by institutions

$7,501,172,737Value of institutional holdings

102.31%Institutional ownership %

2.31%Shares Changed QoQ

495No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Healthequity, Inc. (NASDAQ:HQY) appears in 495 institutional 13F filings for the quarter ending December 2025.

These investors held 101.2% of outstanding shares in December 2025, down from 102.9% in September 2025.
Their total shares held in HQY increased 1.67% quarter over quarter, and separately, investors owning Healthequity increased 14.06% from a year ago.
Of these 495 holders, 262 added to their stakes in Healthequity, 180 trimmed positions, and 53 made no changes.
Altogether, these fund groups held 88.03Mn shares in HQY by December 2025, up by 1.45Mn shares quarter on quarter, and down 9.08Mn shares year over year.
BlackRock, Inc. is the top holder of Healthequity as of December 31, 2025, with 11.22Mn shares representing 12.9% of outstanding stock.
The largest buyers of Healthequity for the quarter ending December 2025 were WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (1.86Mn), Goldman Sachs Group Inc (973.06K), Swedbank AB (874.6K), NORGES BANK (730.57K), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (634.18K).
The largest sales of HQY for the quarter ending December 2025 came from FMR LLC (1.44Mn), Invesco Ltd. (1.26Mn), Jpmorgan Chase & Co (1.24Mn), Bank Of America Corp /De/ (750.2K), Franklin Resources Inc (498.55K).
Business Quant data shows the 10 biggest positions in Healthequity as of December 2025 are held by BlackRock, Inc. (11.22Mn), VANGUARD GROUP INC (8.67Mn), WASATCH ADVISORS LP (6.59Mn), State Street Corp (3.09Mn), GEODE CAPITAL MANAGEMENT, LLC (2.2Mn), FMR LLC (2.05Mn), WESTFIELD CAPITAL MANAGEMENT CO LP (1.95Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (1.86Mn), Goldman Sachs Group Inc (1.85Mn), AQR CAPITAL MANAGEMENT LLC (1.76Mn).

495 Institutional Holders

88,981,883 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	11,215,829	49,971	0.45%	$1,027,482,181.00
VANGUARD GROUP INC	31 Dec, 2025	8,668,534	-77,721	-0.89%	$794,124,399.00
WASATCH ADVISORS LP	31 Dec, 2025	6,589,646	281,971	4.47%	$603,677,470.00
State Street Corp	31 Dec, 2025	3,091,052	-59,144	-1.88%	$283,171,274.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	2,201,232	5,671	0.26%	$201,685,087.00
FMR LLC	31 Dec, 2025	2,052,571	-1,437,210	-41.18%	$188,036,008.00
WESTFIELD CAPITAL MANAGEMENT CO LP	31 Dec, 2025	1,952,452	235,794	13.74%	$178,864,128.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	1,855,208	1,855,208	0.00%	$169,955,605.00
Goldman Sachs Group Inc	31 Dec, 2025	1,848,498	973,060	111.15%	$169,340,902.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	1,762,335	-1,933	-0.11%	$161,447,509.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,581,752	22,744	1.46%	$144,910,523.00
BROWN ADVISORY INC	31 Dec, 2025	1,515,259	-90,014	-5.61%	$138,812,926.00
Morgan Stanley	31 Dec, 2025	1,486,057	183,645	14.10%	$136,137,871.00
Clearbridge Investments, LLC	31 Dec, 2025	1,358,933	-899	-0.07%	$124,491,896.00
MACKENZIE FINANCIAL CORP	31 Dec, 2025	1,171,806	-95,946	-7.57%	$108,178,809.00
Jpmorgan Chase & Co	31 Dec, 2025	1,165,311	-1,244,843	-51.65%	$106,754,141.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,132,744	-9,243	-0.81%	$103,770,678.00
GENEVA CAPITAL MANAGEMENT LLC	31 Dec, 2025	1,118,576	20,969	1.91%	$102,472,720.00
Greenhouse Funds LLLP	31 Dec, 2025	1,079,704	10,783	1.01%	$98,911,683.00
Northern Trust Corp	31 Dec, 2025	1,018,208	-61,932	-5.73%	$93,278,035.00

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