Healthequity HQY Institutional Ownership

NASDAQ HQY

$96.07 -2.71 (-2.74%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

496 Institutions

Increased 289 58.3%

Unchanged 55 11.1%

Reduced 152 30.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

107.80%

▲+7.12 pp QoQ

Shares Held by Institutions

91.00Mn

of 84.41Mn outstanding

▲+11.44% QoQ

Shares Outstanding

84.41Mn

-6.59Mn held outside 13F filers

Institutional Investors

496

filed 13F for Jun 2026

▲+14 vs prior quarter

Net Shares Added (QoQ)

+9.34Mn

accumulated since last quarter

Value of Holdings

$8.74Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Healthequity, Inc. (NASDAQ:HQY) is held by 496 institutional investors per 13F filings through June 2026.

Collectively, these holders controlled 107.8% of Healthequity's outstanding shares in June 2026, up from 100.7% in March 2026.
Their total shares held in HQY increased 11.44% from the prior quarter, while the number of investors in Healthequity increased 2.9% year over year.
Of these 496 funds, 289 grew their exposure to Healthequity, 152 cut back, and 55 maintained positions.
Altogether, these fund groups held 91.0Mn shares in HQY by June 2026, up by 9.34Mn shares quarter on quarter, and up 1.59Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Healthequity with 11.28Mn shares, accounting for 13.36% of total shares outstanding.
The biggest buyers of Healthequity for the quarter ending June 2026 included Morgan Stanley (2.06Mn), Sixth Street Partners Management Company, L.P. (1.19Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (963.03K), Jupiter Topco LLC (872.97K), WASATCH ADVISORS LP (757.8K).
Top sellers of HQY stock for the quarter ending June 2026 included MILLENNIUM MANAGEMENT LLC (558.89K), Ameriprise Financial Inc (512.15K), Man Group plc (355.72K), UBS Group AG (351.21K), BESSEMER GROUP INC (279.73K).
Per Business Quant, the top 10 investors in HQY for the quarter ending June 2026 include BlackRock, Inc. (11.28Mn), WASATCH ADVISORS LP (7.96Mn), Morgan Stanley (4.55Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.06Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.64Mn), State Street Corp (3.24Mn), GEODE CAPITAL MANAGEMENT, LLC (2.37Mn), AQR CAPITAL MANAGEMENT LLC (2.0Mn), DIMENSIONAL FUND ADVISORS LP (1.87Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (1.77Mn).

Form 13F Holdings

496 Institutional Holders

Report period 30 Jun, 2026

Total shares held 91.00Mn

Of outstanding 107.80%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	11,277,914	13.36%	▲745,520	+7.08%	$1.02Bn
2	WASATCH ADVISORS LP	0000814133	7,960,735	9.43%	▲757,801	+10.52%	$719.01Mn
3	Morgan Stanley	0000895421	4,547,219	5.39%	▲2,061,306	+82.92%	$410.70Mn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,057,643	4.81%	▼105,950	-2.54%	$366.49Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,640,776	4.31%	▼183,028	-4.79%	$328.83Mn
6	State Street Corp	0000093751	3,241,046	3.84%	▲141,149	+4.55%	$292.72Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,374,467	2.81%	▲114,821	+5.08%	$214.50Mn
8	AQR CAPITAL MANAGEMENT LLC	0001167557	1,999,209	2.37%	▼93,014	-4.45%	$176.05Mn
9	DIMENSIONAL FUND ADVISORS LP	0000354204	1,869,036	2.21%	▲241,997	+14.87%	$168.79Mn
10	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0001644956	1,773,227	2.10%	▲113,611	+6.85%	$160.16Mn
11	FMR LLC	0000315066	1,538,387	1.82%	▲403,454	+35.55%	$138.95Mn
12	BROWN ADVISORY INC	0001345929	1,372,624	1.63%	▼40,160	-2.84%	$123.98Mn
13	Clearbridge Investments, LLC	0001348883	1,296,765	1.54%	▼13,207	-1.01%	$117.12Mn
14	Sixth Street Partners Management Company, L.P.	0001812095	1,188,902	1.41%	▲1,188,902	0.00%	$107.38Mn
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,188,902	1.41%	▲13,563	+1.15%	$107.38Mn
15	Greenhouse Funds LLLP	0001626220	1,183,024	1.40%	▼74,830	-5.95%	$106.85Mn
16	Jpmorgan Chase & Co	0000019617	1,158,837	1.37%	▼24,574	-2.08%	$102.10Mn
17	GENEVA CAPITAL MANAGEMENT LLC	0001009232	1,149,680	1.36%	▼24,390	-2.08%	$103.84Mn
18	Bank Of America Corp /De/	0000070858	1,146,735	1.36%	▲284,727	+33.03%	$103.57Mn
19	DAVENPORT & Co LLC	0000887777	1,087,218	1.29%	▲71,784	+7.07%	$98.20Mn

Showing 1 to 20 of 496 holders