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 |
|---|---|---|---|---|---|
| Bank of Montreal | 8,813 | $630.0K | 0.00% | +1,606+22.3% | Added |
| Tower Research Capital LLC (TRC) | 9,293 | $624.0K | 0.01% | +3,160+51.5% | Added |
| Advisor Group Holdings, Inc. | 9,246 | $620.0K | 0.00% | +915+11.0% | Added |
| Cna Financial Corp | 9,071 | $609.0K | 0.23% | −521−5.4% | Reduced |
| Daiwa Securities Group Inc. | 9,050 | $608.0K | 0.01% | −1,050−10.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 9,000 | $605.0K | 0.03% | −80,000−89.9% | Reduced |
| FORA Capital, LLC | 8,998 | $604.0K | 0.12% | +1,032+13.0% | Added |
| Captrust Financial Advisors | 8,906 | $598.0K | 0.00% | +6,995+366.0% | Added |
| Commerce Bank | 8,806 | $591.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 8,160 | $548.0K | 0.02% | +8,160 | New |
| Fifth Third Bancorp | 8,071 | $542.0K | 0.00% | −2,331−22.4% | Reduced |
| Balyasny Asset Management LLC | 7,865 | $528.0K | 0.00% | −614−7.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,760 | $521.0K | 0.05% | −14,130−64.6% | Reduced |
| Sheets Smith Wealth Management | 7,730 | $519.0K | 0.09% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,691 | $517.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 7,560 | $507.0K | 0.00% | −515−6.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,456 | $501.0K | 0.01% | −115−1.5% | Reduced |
| Pacer Advisors, Inc. | 7,075 | $475.0K | 0.00% | +7,075 | New |
| Institute for Wealth Management, LLC. | 6,841 | $460.0K | 0.10% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 6,759 | $454.0K | 0.02% | +2,764+69.2% | Added |
| NorthCrest Asset Manangement, LLC | 6,100 | $410.0K | 0.02% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 6,047 | $406.0K | 0.04% | +6,047 | New |
| Morse Asset Management, Inc | 5,730 | $385.0K | 0.15% | +5,730 | New |
| Verition Fund Management LLC | 5,696 | $383.0K | 0.01% | +5,696 | New |
| Profund Advisors LLC | 5,674 | $381.0K | 0.03% | −61−1.1% | Reduced |
| Pictet Asset Management SA | 5,638 | $379.0K | 0.00% | +231+4.3% | Added |
| Walleye Capital LLC | 5,467 | $367.0K | 0.01% | −7,221−56.9% | Reduced |
| Metropolitan Life Insurance Co | 5,011 | $336.6K | 0.02% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 5,000 | $336.0K | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 4,713 | $317.0K | 0.01% | −126−2.6% | Reduced |
| Radnor Capital Management, LLC | 4,595 | $309.0K | 0.09% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,508 | $303.0K | 0.04% | +528+13.3% | Added |
| Narus Financial Partners, LLC | 4,452 | $299.0K | 0.19% | 00.0% | Unchanged |
| Shelton Capital Management | 4,363 | $293.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,973 | $291.0K | 0.00% | +338+9.3% | Added |
| Magnetar Financial LLC | 4,238 | $285.0K | 0.00% | −12,769−75.1% | Reduced |
| Stratos Wealth Partners, LTD. | 4,194 | $282.0K | 0.01% | −244−5.5% | Reduced |
| Appleton Group, LLC | 4,187 | $281.0K | 0.80% | +15+0.4% | Added |
| Virtu Financial LLC | 3,761 | $253.0K | 0.02% | −99−2.6% | Reduced |
| XTX Topco Ltd | 3,751 | $252.0K | 0.06% | +3,751 | New |
| Brinker Capital Investments, LLC | 3,737 | $251.0K | 0.01% | +3,737 | New |
| Natixis Investment Managers International | 3,581 | $240.0K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,336 | $224.0K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 3,312 | $222.0K | 0.03% | +3,312 | New |
| 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 |
| CWM Advisors, LLC | 3,079 | $207.0K | 0.03% | −367−10.7% | Reduced |
| Pathstone Family Office, LLC | 3,074 | $206.5K | 0.00% | +3,074 | New |
| Rosenbaum Jay D. | 2,980 | $200.0K | 0.46% | +2,980 | New |
| Harvest Fund Management Co., Ltd | 2,820 | $189.0K | 0.05% | +1,504+114.3% | Added |
| State of Wyoming | 2,076 | $139.0K | 0.07% | −217−9.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,047 | $137.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,741 | $117.0K | 0.31% | +1,690+3,313.7% | Added |
| FourThought Financial, LLC | 1,728 | $116.0K | 0.02% | −44−2.5% | Reduced |
| SG Americas Securities, LLC | 1,671 | $112.0K | 0.00% | −21,332−92.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,605 | $108.0K | 0.00% | +121+8.2% | Added |
| Harbor Investment Advisory, LLC | 1,363 | $92.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,234 | $83.0K | 0.00% | −11−0.9% | Reduced |
| Group One Trading, L.P. | 1,169 | $79.0K | 0.00% | −3,976−77.3% | Reduced |
| Eagle Bay Advisors LLC | 1,136 | $77.0K | 0.05% | +28+2.5% | Added |
| First Horizon Advisors, Inc. | 1,054 | $71.0K | 0.00% | −148−12.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,049 | $70.0K | 0.00% | +250+31.3% | Added |
| Wipfli Financial Advisors LLC, | 1,024 | $69.0K | 0.00% | +1,024 | New |
| Clearstead Advisors, LLC | 900 | $60.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 755 | $51.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 504 | $34.0K | 0.01% | +132+35.5% | Added |
| Private Trust Co NA | 487 | $33.0K | 0.01% | +29+6.3% | Added |
| Huntington National Bank | 435 | $29.0K | 0.00% | −32−6.9% | Reduced |
| Quadrant Capital Group LLC | 332 | $22.0K | 0.00% | −28−7.8% | Reduced |
| TCI Wealth Advisors, Inc. | 293 | $20.0K | 0.00% | +4+1.4% | Added |
| FinTrust Capital Advisors, LLC | 246 | $18.0K | 0.00% | +10+4.2% | Added |
| Macroview Investment Management LLC | 245 | $16.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 188 | $13.0K | 0.00% | +188 | New |
| 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 |
| Massmutual Trust Co FSB | 160 | $11.0K | 0.00% | +97+154.0% | Added |
| Parallel Advisors, LLC | 156 | $10.0K | 0.00% | −28−15.2% | Reduced |
| GoalVest Advisory LLC | 141 | $9.00K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 126 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 107 | $7.00K | 0.00% | +70+189.2% | 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 |
| 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 |
| 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 |
| Allworth Financial LP | 32 | $2.00K | 0.00% | +28+700.0% | Added |
| Sutton Wealth Advisors Inc. | 16 | $1.07K | 0.00% | −2−11.1% | Reduced |
| 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 |