Healthequity, Inc.
HQY- Exchange
- Nasdaq
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001428336
In the last 90 days, Healthequity, Inc. insiders filed 0 open-market purchases and 3 sales; 501 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Healthequity, Inc. as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 308
- +17 vs. Q1 2022
- Shares held
- 84.3M
- +999.5K (+1.2%) vs. Q1 2022
- Total value
- $5.14B
- −$473.5M (−8.4%) vs. Q1 2022
- New holders
- 43
- 113 more added
- Sold out
- 26
- 111 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HQY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 501 | $8.10B |
| Q1 2026 | 488 | $7.21B |
| Q4 2025 | 513 | $8.16B |
| Q3 2025 | 495 | $8.38B |
| Q2 2025 | 487 | $9.56B |
| Q1 2025 | 464 | $8.20B |
| Q4 2024 | 441 | $8.66B |
| Q3 2024 | 404 | $7.25B |
| Q2 2024 | 386 | $7.59B |
| Q1 2024 | 367 | $7.07B |
| Q4 2023 | 352 | $5.66B |
| Q3 2023 | 343 | $6.41B |
| Q2 2023 | 317 | $5.35B |
| Q1 2023 | 311 | $4.99B |
| Q4 2022 | 323 | $5.14B |
| Q3 2022 | 310 | $5.76B |
| Q2 2022 | 308 | $5.14B |
| Q1 2022 | 298 | $5.64B |
| Q4 2021 | 282 | $3.61B |
| Q3 2021 | 286 | $5.23B |
| Q2 2021 | 286 | $6.78B |
| Q1 2021 | 285 | $5.61B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Siena Capital LLC | 5 | $0 | 0.00% | −107−95.5% | Reduced |
| Allworth Financial LP | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 2 | $0 | 0.00% | +2 | New |
| Ronald Blue Trust, Inc. | 7 | $0 | 0.00% | +7 | New |
| SRS Capital Advisors, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 21 | $1.00K | 0.00% | +6+40.0% | Added |
| Disciplined Investments, LLC | 14 | $1.00K | 0.00% | +4+40.0% | Added |
| Steward Financial Group LLC | 26 | $1.00K | 0.00% | +26 | New |
| Sutton Wealth Advisors Inc. | 18 | $1.10K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 34 | $2.00K | 0.00% | −56−62.2% | Reduced |
| Sageworth Trust Co of South Dakota | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 33 | $2.00K | 0.00% | +20+153.8% | Added |
| Bessemer Group Inc | 37 | $2.00K | 0.00% | +37 | New |
| Bellevue Asset Management, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 50 | $3.00K | 0.00% | +50 | New |
| Neo Ivy Capital Management | 51 | $3.00K | 0.01% | +51 | New |
| Bell Investment Advisors, Inc | 46 | $3.00K | 0.00% | +46 | New |
| IFP Advisors, Inc | 47 | $4.00K | 0.00% | −20−29.9% | Reduced |
| Geneos Wealth Management Inc. | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 63 | $4.00K | 0.00% | −2−3.1% | Reduced |
| Global Retirement Partners, LLC | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 67 | $4.00K | 0.00% | +30+81.1% | Added |
| JFS Wealth Advisors, LLC | 64 | $4.00K | 0.00% | +30+88.2% | Added |
| Clear Street Markets LLC | 99 | $6.00K | 0.00% | −1,276−92.8% | Reduced |
| GoalVest Advisory LLC | 141 | $8.00K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 126 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 125 | $8.00K | 0.00% | +125 | New |
| Bartlett & Co. LLC | 170 | $10.0K | 0.00% | +170 | New |
| Bartlett & Co. Wealth Management LLC | 170 | $10.4K | 0.00% | +170 | New |
| Prestige Wealth Management Group LLC | 180 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 175 | $11.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 184 | $11.0K | 0.00% | +65+54.6% | Added |
| Covestor Ltd | 180 | $11.0K | 0.01% | +168+1,400.0% | Added |
| Trustcore Financial Services, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 236 | $13.0K | 0.00% | +8+3.5% | Added |
| Macroview Investment Management LLC | 245 | $15.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 289 | $18.0K | 0.00% | +40+16.1% | Added |
| Quadrant Capital Group LLC | 360 | $22.0K | 0.00% | +125+53.2% | Added |
| Lindbrook Capital, LLC | 372 | $23.0K | 0.00% | +183+96.8% | Added |
| Private Trust Co NA | 458 | $28.0K | 0.00% | +458 | New |
| Huntington National Bank | 467 | $29.0K | 0.00% | +284+155.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 690 | $43.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 755 | $46.0K | 0.00% | +600+387.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 799 | $49.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 900 | $55.0K | 0.00% | −60−6.3% | Reduced |
| Eagle Bay Advisors LLC | 1,108 | $68.0K | 0.04% | +642+137.8% | Added |
| First Horizon Advisors, Inc. | 1,202 | $73.0K | 0.00% | +1,052+701.3% | Added |
| Signaturefd, LLC | 1,245 | $76.0K | 0.00% | +291+30.5% | Added |
| Harvest Fund Management Co., Ltd | 1,316 | $81.0K | 0.02% | +1,316 | New |
| Harbor Investment Advisory, LLC | 1,363 | $84.0K | 0.01% | −245−15.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,484 | $91.0K | 0.00% | +113+8.2% | Added |
| FourThought Financial, LLC | 1,772 | $109.0K | 0.02% | −98−5.2% | Reduced |
| Captrust Financial Advisors | 1,911 | $117.0K | 0.00% | +735+62.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,047 | $126.0K | 0.00% | −2,354−53.5% | Reduced |
| State of Wyoming | 2,293 | $141.0K | 0.09% | −824−26.4% | Reduced |
| CIBC Asset Management Inc | 3,336 | $205.0K | 0.00% | −244−6.8% | Reduced |
| CWM Advisors, LLC | 3,446 | $212.0K | 0.03% | −4−0.1% | Reduced |
| Natixis Investment Managers International | 3,581 | $219.0K | 0.00% | −2,171−37.7% | Reduced |
| Veritable, L.P. | 3,620 | $222.0K | 0.00% | +25+0.7% | Added |
| Nisa Investment Advisors, LLC | 3,635 | $223.0K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,686 | $226.0K | 0.01% | +3,686 | New |
| Virtu Financial LLC | 3,860 | $237.0K | 0.02% | +3,860 | New |
| Mount Yale Investment Advisors, LLC | 3,980 | $244.0K | 0.03% | −376−8.6% | Reduced |
| Prelude Capital Management, LLC | 3,995 | $245.0K | 0.01% | +3,995 | New |
| Wolverine Trading, LLC | 3,936 | $250.0K | 0.01% | −6,707−63.0% | Reduced |
| Walleye Trading LLC | 4,071 | $250.0K | 0.01% | +4,071 | New |
| Appleton Group, LLC | 4,172 | $256.0K | 1.49% | −3,241−43.7% | Reduced |
| Engineers Gate Manager LP | 4,318 | $265.0K | 0.01% | +4,318 | New |
| Shelton Capital Management | 4,363 | $268.0K | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 4,390 | $270.0K | 0.01% | +926+26.7% | Added |
| Stratos Wealth Partners, LTD. | 4,438 | $272.0K | 0.01% | +5+0.1% | Added |
| Narus Financial Partners, LLC | 4,452 | $273.3K | 0.17% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,595 | $282.0K | 0.08% | +4,595 | New |
| Stephens Inc | 4,839 | $297.0K | 0.01% | −219−4.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,000 | $307.0K | 0.05% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,011 | $307.6K | 0.01% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 5,145 | $316.0K | 0.00% | −1,500−22.6% | Reduced |
| Group One Trading, L.P. | 5,145 | $316.0K | 0.01% | +978+23.5% | Added |
| Ontario Teachers Pension Plan Board | 5,351 | $328.0K | 0.00% | +5,351 | New |
| Pictet Asset Management SA | 5,407 | $332.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 5,400 | $332.0K | 0.06% | +5,400 | New |
| Profund Advisors LLC | 5,735 | $352.0K | 0.02% | −1,447−20.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,100 | $374.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,133 | $376.0K | 0.01% | +3,135+104.6% | Added |
| Twin Tree Management, LP | 6,339 | $389.0K | 0.01% | +6,339 | New |
| PEAK6 Investments LLC | 6,623 | $409.0K | 0.01% | −1,720−20.6% | Reduced |
| Institute for Wealth Management, LLC. | 6,841 | $420.0K | 0.08% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,571 | $465.0K | 0.01% | +40+0.5% | Added |
| Sciencast Management LP | 8,136 | $469.0K | 0.11% | −5,918−42.1% | Reduced |
| Securian Asset Management, Inc | 7,691 | $472.0K | 0.01% | +213+2.8% | Added |
| Bank of Montreal | 7,207 | $473.0K | 0.00% | −1,011−12.3% | Reduced |
| Sheets Smith Wealth Management | 7,730 | $475.0K | 0.08% | 00.0% | Unchanged |
| Barclays PLC | 7,912 | $486.0K | 0.00% | −7,761−49.5% | Reduced |
| FORA Capital, LLC | 7,966 | $489.0K | 0.10% | +7,966 | New |
| Rockefeller Capital Management L.P. | 8,075 | $495.0K | 0.00% | −22,091−73.2% | Reduced |
| Fox Run Management, L.L.C. | 8,249 | $506.0K | 0.25% | +8,249 | New |
| Advisor Group Holdings, Inc. | 8,331 | $508.0K | 0.00% | +1,801+27.6% | Added |