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, Q3 2022
Institutional positions in Healthequity, Inc. as of Sep 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
- 310
- +4 vs. Q2 2022
- Shares held
- 85.8M
- +1.46M (+1.7%) vs. Q2 2022
- Total value
- $5.76B
- +$623.4M (+12.1%) vs. Q2 2022
- New holders
- 40
- 105 more added
- Sold out
- 36
- 117 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ellevest, Inc. | 1 | $0 | 0.00% | −17−94.4% | Reduced |
| Ronald Blue Trust, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $0 | 0.00% | +4 | New |
| Absolute Capital Management, LLC | 6 | $414 | 0.00% | +6 | New |
| Abound Wealth Management | 10 | $672 | 0.00% | +10 | New |
| Tucker Asset Management LLC | 10 | $779 | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $1.00K | 0.00% | +3+27.3% | Added |
| Institutional & Family Asset Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.00K | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 12 | $1.00K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Sutton Wealth Advisors Inc. | 16 | $1.07K | 0.00% | −2−11.1% | Reduced |
| Allworth Financial LP | 32 | $2.00K | 0.00% | +28+700.0% | Added |
| JFS Wealth Advisors, LLC | 52 | $3.00K | 0.00% | −12−18.8% | Reduced |
| Harbour Investments, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 41 | $3.00K | 0.00% | +7+20.6% | Added |
| Farmers & Merchants Investments Inc | 38 | $3.00K | 0.00% | +38 | New |
| Meeder Asset Management Inc | 61 | $4.00K | 0.00% | −6−9.0% | Reduced |
| IFP Advisors, Inc | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $4.00K | 0.00% | +8+17.4% | Added |
| Schubert & Co | 53 | $4.00K | 0.00% | +20+60.6% | Added |
| Global Retirement Partners, LLC | 59 | $5.00K | 0.00% | −5−7.8% | Reduced |
| Geneos Wealth Management Inc. | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 107 | $7.00K | 0.00% | +70+189.2% | Added |
| Washington Trust Advisors, Inc. | 126 | $8.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 141 | $9.00K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 156 | $10.0K | 0.00% | −28−15.2% | Reduced |
| Massmutual Trust Co FSB | 160 | $11.0K | 0.00% | +97+154.0% | Added |
| Prestige Wealth Management Group LLC | 180 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 175 | $12.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 175 | $12.0K | 0.01% | −5−2.8% | Reduced |
| Trustcore Financial Services, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 188 | $13.0K | 0.00% | +188 | New |
| Macroview Investment Management LLC | 245 | $16.0K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 246 | $18.0K | 0.00% | +10+4.2% | Added |
| TCI Wealth Advisors, Inc. | 293 | $20.0K | 0.00% | +4+1.4% | Added |
| Quadrant Capital Group LLC | 332 | $22.0K | 0.00% | −28−7.8% | Reduced |
| Huntington National Bank | 435 | $29.0K | 0.00% | −32−6.9% | Reduced |
| Private Trust Co NA | 487 | $33.0K | 0.01% | +29+6.3% | Added |
| Lindbrook Capital, LLC | 504 | $34.0K | 0.01% | +132+35.5% | Added |
| Assetmark, Inc | 755 | $51.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 900 | $60.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,024 | $69.0K | 0.00% | +1,024 | New |
| Benjamin F. Edwards & Company, Inc. | 1,049 | $70.0K | 0.00% | +250+31.3% | Added |
| First Horizon Advisors, Inc. | 1,054 | $71.0K | 0.00% | −148−12.3% | Reduced |
| Eagle Bay Advisors LLC | 1,136 | $77.0K | 0.05% | +28+2.5% | Added |
| Group One Trading, L.P. | 1,169 | $79.0K | 0.00% | −3,976−77.3% | Reduced |
| Signaturefd, LLC | 1,234 | $83.0K | 0.00% | −11−0.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,363 | $92.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,605 | $108.0K | 0.00% | +121+8.2% | Added |
| SG Americas Securities, LLC | 1,671 | $112.0K | 0.00% | −21,332−92.7% | Reduced |
| FourThought Financial, LLC | 1,728 | $116.0K | 0.02% | −44−2.5% | Reduced |
| Neo Ivy Capital Management | 1,741 | $117.0K | 0.31% | +1,690+3,313.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,047 | $137.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,076 | $139.0K | 0.07% | −217−9.5% | Reduced |
| Harvest Fund Management Co., Ltd | 2,820 | $189.0K | 0.05% | +1,504+114.3% | Added |
| Rosenbaum Jay D. | 2,980 | $200.0K | 0.46% | +2,980 | New |
| Pathstone Family Office, LLC | 3,074 | $206.5K | 0.00% | +3,074 | New |
| CWM Advisors, LLC | 3,079 | $207.0K | 0.03% | −367−10.7% | Reduced |
| Brown Brothers Harriman & Co | 3,219 | $216.0K | 0.00% | +3,094+2,475.2% | Added |
| FDx Advisors, Inc. | 3,221 | $216.0K | 0.01% | +3,221 | New |
| Petrus Trust Company, LTA | 3,312 | $222.0K | 0.03% | +3,312 | New |
| CIBC Asset Management Inc | 3,336 | $224.0K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 3,581 | $240.0K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,737 | $251.0K | 0.01% | +3,737 | New |
| XTX Topco Ltd | 3,751 | $252.0K | 0.06% | +3,751 | New |
| Virtu Financial LLC | 3,761 | $253.0K | 0.02% | −99−2.6% | Reduced |
| Appleton Group, LLC | 4,187 | $281.0K | 0.80% | +15+0.4% | Added |
| Stratos Wealth Partners, LTD. | 4,194 | $282.0K | 0.01% | −244−5.5% | Reduced |
| Magnetar Financial LLC | 4,238 | $285.0K | 0.00% | −12,769−75.1% | Reduced |
| Nisa Investment Advisors, LLC | 3,973 | $291.0K | 0.00% | +338+9.3% | Added |
| Shelton Capital Management | 4,363 | $293.0K | 0.01% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 4,452 | $299.0K | 0.19% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,508 | $303.0K | 0.04% | +528+13.3% | Added |
| Radnor Capital Management, LLC | 4,595 | $309.0K | 0.09% | 00.0% | Unchanged |
| Stephens Inc | 4,713 | $317.0K | 0.01% | −126−2.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,000 | $336.0K | 0.06% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,011 | $336.6K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,467 | $367.0K | 0.01% | −7,221−56.9% | Reduced |
| Pictet Asset Management SA | 5,638 | $379.0K | 0.00% | +231+4.3% | Added |
| Profund Advisors LLC | 5,674 | $381.0K | 0.03% | −61−1.1% | Reduced |
| Verition Fund Management LLC | 5,696 | $383.0K | 0.01% | +5,696 | New |
| Morse Asset Management, Inc | 5,730 | $385.0K | 0.15% | +5,730 | New |
| Moody Lynn & Lieberson, LLC | 6,047 | $406.0K | 0.04% | +6,047 | New |
| NorthCrest Asset Manangement, LLC | 6,100 | $410.0K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 6,759 | $454.0K | 0.02% | +2,764+69.2% | Added |
| Institute for Wealth Management, LLC. | 6,841 | $460.0K | 0.10% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 7,075 | $475.0K | 0.00% | +7,075 | New |
| O'Shaughnessy Asset Management, LLC | 7,456 | $501.0K | 0.01% | −115−1.5% | Reduced |
| Rockefeller Capital Management L.P. | 7,560 | $507.0K | 0.00% | −515−6.4% | Reduced |
| Securian Asset Management, Inc | 7,691 | $517.0K | 0.02% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 7,730 | $519.0K | 0.09% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 7,760 | $521.0K | 0.05% | −14,130−64.6% | Reduced |
| Balyasny Asset Management LLC | 7,865 | $528.0K | 0.00% | −614−7.2% | Reduced |
| Fifth Third Bancorp | 8,071 | $542.0K | 0.00% | −2,331−22.4% | Reduced |