Healthequity HQY Institutional Ownership

NASDAQ HQY

$93.07 +1.04 (+1.13%)

At close: Oct 19, 2026 · 4:00 PM EDT

Institutions by Trading Activity

495 Institutions

Increased 288 58.2%

Unchanged 55 11.1%

Reduced 152 30.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

—

13F totals exceed reported shares outstanding

Shares Held by Institutions

89.41Mn

of 84.41Mn outstanding

▲+4.14% QoQ

Shares Outstanding

84.41Mn

Institutional Investors

495

filed 13F for Jun 2026

▲+15 vs prior quarter

Net Shares Added (QoQ)

+3.55Mn

accumulated since last quarter

Value of Holdings

$8.27Bn

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

Updated Oct 11, 2026

Healthequity, Inc. (NASDAQ:HQY) was reported as a holding by 495 institutional investors in 13F filings for the quarter ended June 30, 2026.

Total shares held in Healthequity rose 4.14% from Q1 2026, while the number of holders rose 2.91% from Q2 2025.
Of these 495 holders, 288 added to their positions, 152 reduced their stakes and 55 left their positions unchanged.
Altogether, institutional holders owned 89.41Mn HQY shares at the end of Q2 2026, up 3.55Mn from the prior quarter and up 1.24Mn from a year earlier.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Healthequity with 11.28Mn shares.
Among holders that already owned Healthequity, the biggest buyers in Q2 2026 were Morgan Stanley (+2.06Mn shares), Arrowstreet Capital, Limited Partnership (+963.03K shares), Wasatch Advisors LP (+757.8K shares), BlackRock, Inc. (+745.52K shares) and Citadel Advisors LLC (+414.13K shares).
Holders that trimmed the most shares of Healthequity in Q2 2026 while keeping a position were Millennium Management LLC (-558.89K shares), Ameriprise Financial Inc (-512.15K shares), Man Group plc (-355.72K shares), UBS Group AG (-351.21K shares) and Bessemer Group Inc (-279.73K shares).
According to Business Quant data, the leading holders of HQY for Q2 2026 were BlackRock, Inc. (11.28Mn shares), Wasatch Advisors LP (7.96Mn shares), Morgan Stanley (4.55Mn shares), Vanguard Portfolio Management LLC (4.06Mn shares), Vanguard Capital Management LLC (3.64Mn shares), State Street Corp (3.24Mn shares), Geode Capital Management, LLC (2.37Mn shares), AQR Capital Management LLC (2Mn shares), Dimensional Fund Advisors LP (1.87Mn shares) and William Blair Investment Management, LLC (1.77Mn shares).

Form 13F Holdings

495 Institutional Holders

Report period 30 Jun, 2026

Total shares held 89.41Mn

Of outstanding —

#	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	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
20	Northern Trust Corp	0000073124	1,072,119	1.27%	▲35,945	+3.47%	$96.83Mn

Showing 1 to 20 of 495 holders