Healthequity, Inc. (HQY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

87,613,559Shares Outstanding

308,089Shares held by institutions

$22,909,498Value of institutional holdings

96.57%Institutional ownership %

4.71%Shares Changed QoQ

478No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Healthequity, Inc. (NASDAQ:HQY) is held by 478 institutional firms.

Healthequity saw its institutional ownership percentage fell to 96.6% in December 2025 from 100.1% in September 2025.
In percentage terms, this reflects as a holdings change of 4.71% quarter on quarter, and an increase of 9.89% year over year.
Of these 478 institutional investors, 257 increased their holdings in Healthequity, while 167 of them reduced positions, and 54 investors maintained their exposure.
This class of investors increased its holdings in Healthequity to 84.61Mn shares for the 13F-cycle ending December 2025, up by 3.80Mn shares quarter on quarter, and down 5.27Mn shares year over year.
BlackRock, Inc. continues to be the largest institutional holder of Healthequity as of December 31, 2025, with a position of 11.22Mn shares, representing 12.80% of the company's outstanding stock.
Among the most significant buyers of Healthequity during December 2025 were WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (1.86Mn), NORGES BANK (730.57K), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (634.17K), MILLENNIUM MANAGEMENT LLC (573.28K), CADIAN CAPITAL MANAGEMENT, LP (566.70K).
Leading sellers of Healthequity stock in December 2025 included FMR LLC (1.44Mn), FRANKLIN RESOURCES INC (498.55K), Point72 Asset Management, L.P. (379.01K), COMERICA BANK (316.94K), Premier Fund Managers Ltd (300.89K).
The top 10 institutional holders of Healthequity for the quarter ending December 2025 included BlackRock, Inc. (11.22Mn), VANGUARD GROUP INC (8.67Mn), WASATCH ADVISORS LP (6.59Mn), STATE STREET CORP (3.09Mn), GEODE CAPITAL MANAGEMENT, LLC (2.20Mn), FMR LLC (2.05Mn), WESTFIELD CAPITAL MANAGEMENT CO LP (1.95Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (1.86Mn), AQR CAPITAL MANAGEMENT LLC (1.76Mn), DIMENSIONAL FUND ADVISORS LP (1.58Mn).

478 Institutional Holders

308,089 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
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
JPMORGAN CHASE & CO	31 Dec, 2025	1,165,311	-39,766	-3.30%	$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
LOOMIS SAYLES & CO L P	31 Dec, 2025	953,072	-32,033	-3.25%	$87,310,948.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	951,563	573,283	151.55%	$87,172,686.00

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