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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 10,100 | $620.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 10,000 | $614.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 9,557 | $607.0K | 0.00% | +56+0.6% | Added |
| Cna Financial Corp | 9,592 | $589.0K | 0.21% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 9,100 | $559.0K | 0.00% | −163,076−94.7% | Reduced |
| Commerce Bank | 8,806 | $540.0K | 0.00% | +41+0.5% | Added |
| Frontier Wealth Management LLC | 8,595 | $528.0K | 0.04% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 8,479 | $521.0K | 0.00% | −164,420−95.1% | Reduced |
| Advisor Group Holdings, Inc. | 8,331 | $508.0K | 0.00% | +1,801+27.6% | Added |
| Fox Run Management, L.L.C. | 8,249 | $506.0K | 0.25% | +8,249 | New |
| Rockefeller Capital Management L.P. | 8,075 | $495.0K | 0.00% | −22,091−73.2% | Reduced |
| FORA Capital, LLC | 7,966 | $489.0K | 0.10% | +7,966 | New |
| Barclays PLC | 7,912 | $486.0K | 0.00% | −7,761−49.5% | Reduced |
| Sheets Smith Wealth Management | 7,730 | $475.0K | 0.08% | 00.0% | Unchanged |
| Bank of Montreal | 7,207 | $473.0K | 0.00% | −1,011−12.3% | Reduced |
| Securian Asset Management, Inc | 7,691 | $472.0K | 0.01% | +213+2.8% | Added |
| Sciencast Management LP | 8,136 | $469.0K | 0.11% | −5,918−42.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,571 | $465.0K | 0.01% | +40+0.5% | Added |
| Institute for Wealth Management, LLC. | 6,841 | $420.0K | 0.08% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 6,623 | $409.0K | 0.01% | −1,720−20.6% | Reduced |
| Twin Tree Management, LP | 6,339 | $389.0K | 0.01% | +6,339 | New |
| Tower Research Capital LLC (TRC) | 6,133 | $376.0K | 0.01% | +3,135+104.6% | Added |
| NorthCrest Asset Manangement, LLC | 6,100 | $374.0K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,735 | $352.0K | 0.02% | −1,447−20.1% | Reduced |
| 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 |
| Ontario Teachers Pension Plan Board | 5,351 | $328.0K | 0.00% | +5,351 | New |
| 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 |
| Metropolitan Life Insurance Co | 5,011 | $307.6K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 5,000 | $307.0K | 0.05% | 00.0% | Unchanged |
| Stephens Inc | 4,839 | $297.0K | 0.01% | −219−4.3% | Reduced |
| Radnor Capital Management, LLC | 4,595 | $282.0K | 0.08% | +4,595 | New |
| Narus Financial Partners, LLC | 4,452 | $273.3K | 0.17% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,438 | $272.0K | 0.01% | +5+0.1% | Added |
| AlphaCrest Capital Management LLC | 4,390 | $270.0K | 0.01% | +926+26.7% | Added |
| Shelton Capital Management | 4,363 | $268.0K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,318 | $265.0K | 0.01% | +4,318 | New |
| Appleton Group, LLC | 4,172 | $256.0K | 1.49% | −3,241−43.7% | Reduced |
| 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 |
| Prelude Capital Management, LLC | 3,995 | $245.0K | 0.01% | +3,995 | New |
| Mount Yale Investment Advisors, LLC | 3,980 | $244.0K | 0.03% | −376−8.6% | Reduced |
| Virtu Financial LLC | 3,860 | $237.0K | 0.02% | +3,860 | New |
| Summit Trail Advisors, LLC | 3,686 | $226.0K | 0.01% | +3,686 | New |
| Nisa Investment Advisors, LLC | 3,635 | $223.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 3,620 | $222.0K | 0.00% | +25+0.7% | Added |
| Natixis Investment Managers International | 3,581 | $219.0K | 0.00% | −2,171−37.7% | Reduced |
| CWM Advisors, LLC | 3,446 | $212.0K | 0.03% | −4−0.1% | Reduced |
| CIBC Asset Management Inc | 3,336 | $205.0K | 0.00% | −244−6.8% | Reduced |
| State of Wyoming | 2,293 | $141.0K | 0.09% | −824−26.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,047 | $126.0K | 0.00% | −2,354−53.5% | Reduced |
| Captrust Financial Advisors | 1,911 | $117.0K | 0.00% | +735+62.5% | Added |
| FourThought Financial, LLC | 1,772 | $109.0K | 0.02% | −98−5.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,484 | $91.0K | 0.00% | +113+8.2% | Added |
| Harbor Investment Advisory, LLC | 1,363 | $84.0K | 0.01% | −245−15.2% | Reduced |
| Harvest Fund Management Co., Ltd | 1,316 | $81.0K | 0.02% | +1,316 | New |
| Signaturefd, LLC | 1,245 | $76.0K | 0.00% | +291+30.5% | Added |
| First Horizon Advisors, Inc. | 1,202 | $73.0K | 0.00% | +1,052+701.3% | Added |
| Eagle Bay Advisors LLC | 1,108 | $68.0K | 0.04% | +642+137.8% | Added |
| Clearstead Advisors, LLC | 900 | $55.0K | 0.00% | −60−6.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 799 | $49.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 755 | $46.0K | 0.00% | +600+387.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 690 | $43.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 467 | $29.0K | 0.00% | +284+155.2% | Added |
| Private Trust Co NA | 458 | $28.0K | 0.00% | +458 | New |
| Lindbrook Capital, LLC | 372 | $23.0K | 0.00% | +183+96.8% | Added |
| Quadrant Capital Group LLC | 360 | $22.0K | 0.00% | +125+53.2% | Added |
| TCI Wealth Advisors, Inc. | 289 | $18.0K | 0.00% | +40+16.1% | Added |
| Macroview Investment Management LLC | 245 | $15.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 236 | $13.0K | 0.00% | +8+3.5% | Added |
| Trustcore Financial Services, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bartlett & Co. Wealth Management LLC | 170 | $10.4K | 0.00% | +170 | New |
| Bartlett & Co. LLC | 170 | $10.0K | 0.00% | +170 | New |
| 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 |
| Clear Street Markets LLC | 99 | $6.00K | 0.00% | −1,276−92.8% | Reduced |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 18 | $1.10K | 0.00% | 00.0% | Unchanged |
| 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 |