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, Q4 2022
Institutional positions in Healthequity, Inc. as of Dec 31, 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
- 323
- +20 vs. Q3 2022
- Shares held
- 83.4M
- −2.10M (−2.5%) vs. Q3 2022
- Total value
- $5.14B
- −$606.1M (−10.6%) vs. Q3 2022
- New holders
- 57
- 114 more added
- Sold out
- 37
- 120 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Ci Investments Inc. | 5 | $0 | 0.00% | +5 | New |
| Sandy Spring Bank | 2 | $123 | 0.00% | +2 | New |
| Glassman Wealth Services | 3 | $185 | 0.00% | +3 | New |
| Quent Capital, LLC | 4 | $247 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 10 | $610 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $617 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $678 | 0.00% | −3−21.4% | Reduced |
| Horan Securities, Inc. | 13 | $801 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 14 | $863 | 0.00% | +1+7.7% | Added |
| AdvisorNet Financial, Inc | 14 | $863 | 0.00% | +14 | New |
| Sutton Wealth Advisors Inc. | 16 | $986 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | −3−21.4% | Reduced |
| Steward Financial Group LLC | 19 | $1.00K | 0.00% | +19 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.23K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $1.23K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 21 | $1.29K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 23 | $1.31K | 0.00% | +23 | New |
| Manchester Capital Management LLC | 34 | $2.10K | 0.00% | −7−17.1% | Reduced |
| Schubert & Co | 35 | $2.16K | 0.00% | −18−34.0% | Reduced |
| Allworth Financial LP | 35 | $2.16K | 0.00% | +3+9.4% | Added |
| Fortis Capital Advisors, LLC | 35 | $2.16K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 38 | $2.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $2.83K | 0.00% | −8−14.8% | Reduced |
| JFS Wealth Advisors, LLC | 46 | $2.83K | 0.00% | −6−11.5% | Reduced |
| Bessemer Group Inc | 54 | $3.00K | 0.00% | −53−49.5% | Reduced |
| Harbour Investments, Inc. | 50 | $3.08K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 53 | $3.27K | 0.00% | +52+5,200.0% | Added |
| Bellevue Asset Management, LLC | 54 | $3.30K | 0.00% | +7+14.9% | Added |
| FinTrust Capital Advisors, LLC | 61 | $3.76K | 0.00% | −185−75.2% | Reduced |
| Global Retirement Partners, LLC | 80 | $4.93K | 0.00% | +21+35.6% | Added |
| Geneos Wealth Management Inc. | 80 | $4.93K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 75 | $5.00K | 0.00% | +75 | New |
| Dark Forest Capital Management LP | 92 | $5.67K | 0.00% | +92 | New |
| Baker Avenue Asset Management, LP | 132 | $8.14K | 0.00% | +132 | New |
| GoalVest Advisory LLC | 141 | $8.69K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 143 | $8.81K | 0.00% | +17+13.5% | Added |
| IFP Advisors, Inc | 109 | $9.00K | 0.00% | +62+131.9% | Added |
| Covestor Ltd | 166 | $10.0K | 0.01% | −9−5.1% | Reduced |
| Parallel Advisors, LLC | 164 | $10.1K | 0.00% | +8+5.1% | Added |
| Northwestern Mutual Wealth Management Co | 171 | $10.5K | 0.00% | +171 | New |
| Prestige Wealth Management Group LLC | 180 | $11.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 195 | $12.0K | 0.00% | +35+21.9% | Added |
| Trustcore Financial Services, LLC | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 245 | $15.1K | 0.03% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 247 | $15.2K | 0.00% | +247 | New |
| TCI Wealth Advisors, Inc. | 292 | $18.0K | 0.00% | −1−0.3% | Reduced |
| Belpointe Asset Management LLC | 324 | $20.0K | 0.00% | +324 | New |
| Huntington National Bank | 409 | $25.2K | 0.00% | −26−6.0% | Reduced |
| Private Trust Co NA | 494 | $30.0K | 0.00% | +7+1.4% | Added |
| Quarry LP | 492 | $30.3K | 0.03% | +492 | New |
| Lindbrook Capital, LLC | 509 | $31.4K | 0.00% | +5+1.0% | Added |
| Quadrant Capital Group LLC | 540 | $33.3K | 0.00% | +208+62.7% | Added |
| Assetmark, Inc | 755 | $46.5K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 800 | $49.3K | 0.00% | +800 | New |
| First Horizon Advisors, Inc. | 838 | $51.7K | 0.00% | −216−20.5% | Reduced |
| Clearstead Advisors, LLC | 900 | $55.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 955 | $59.0K | 0.00% | −94−9.0% | Reduced |
| C M Bidwell & Associates Ltd | 1,007 | $62.1K | 0.05% | +1,007 | New |
| Arcadia Investment Management Corp | 1,050 | $64.7K | 0.02% | +1,050 | New |
| Signaturefd, LLC | 1,108 | $68.3K | 0.00% | −126−10.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,167 | $71.9K | 0.01% | −196−14.4% | Reduced |
| Eagle Bay Advisors LLC | 1,243 | $76.6K | 0.04% | +107+9.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,545 | $95.2K | 0.00% | −60−3.7% | Reduced |
| Advisory Services Network, LLC | 1,632 | $100.6K | 0.00% | +1,632 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,687 | $102.4K | 0.00% | −360−17.6% | Reduced |
| GWM Advisors LLC | 14,509 | $132.1K | 0.00% | +1,985+15.8% | Added |
| Brown Brothers Harriman & Co | 2,345 | $144.5K | 0.00% | −874−27.2% | Reduced |
| Natixis Investment Managers International | 2,850 | $175.7K | 0.01% | −731−20.4% | Reduced |
| Corton Capital Inc. | 3,299 | $203.3K | 0.17% | +3,299 | New |
| Cresset Asset Management, LLC | 3,350 | $206.5K | 0.00% | +3,350 | New |
| PEAK6 Investments LLC | 3,378 | $208.2K | 0.01% | +3,378 | New |
| Point72 Middle East FZE | 3,403 | $209.8K | 0.02% | +3,403 | New |
| JustInvest LLC | 3,464 | $213.5K | 0.01% | +3,464 | New |
| AQR Capital Management LLC | 3,710 | $225.9K | 0.00% | +3,710 | New |
| FDx Advisors, Inc. | 3,709 | $229.0K | 0.01% | +488+15.2% | Added |
| State of Wyoming | 3,793 | $233.8K | 0.08% | +1,717+82.7% | Added |
| Tower Research Capital LLC (TRC) | 3,803 | $234.0K | 0.01% | −5,490−59.1% | Reduced |
| CWM Advisors, LLC | 3,830 | $236.1K | 0.03% | +751+24.4% | Added |
| Nisa Investment Advisors, LLC | 3,903 | $241.0K | 0.00% | −70−1.8% | Reduced |
| Centiva Capital, LP | 4,196 | $258.6K | 0.02% | +4,196 | New |
| Stratos Wealth Partners, LTD. | 4,199 | $258.8K | 0.01% | +5+0.1% | Added |
| Shelton Capital Management | 4,363 | $268.9K | 0.03% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,415 | $272.1K | 0.01% | +678+18.1% | Added |
| Narus Financial Partners, LLC | 4,451 | $274.4K | 0.16% | −10.0% | Reduced |
| Stephens Inc | 4,499 | $277.3K | 0.01% | −214−4.5% | Reduced |
| Radnor Capital Management, LLC | 4,595 | $278.0K | 0.07% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 4,526 | $279.0K | 0.00% | +4,526 | New |
| Mount Yale Investment Advisors, LLC | 4,576 | $282.1K | 0.03% | +68+1.5% | Added |
| Quadrature Capital Ltd | 4,890 | $301.4K | 0.01% | +4,890 | New |
| Versor Investments LP | 4,900 | $302.0K | 0.03% | +4,900 | New |
| XTX Topco Ltd | 4,914 | $302.9K | 0.06% | +1,163+31.0% | Added |
| NJ State Employees Deferred Compensation Plan | 5,000 | $308.2K | 0.05% | 00.0% | Unchanged |
| Cna Financial Corp | 5,148 | $317.3K | 0.19% | −3,923−43.2% | Reduced |
| Metropolitan Life Insurance Co | 5,190 | $319.9K | 0.01% | +179+3.6% | Added |
| Bank of Nova Scotia | 5,227 | $322.2K | 0.00% | −7,319−58.3% | Reduced |
| Teza Capital Management LLC | 5,305 | $327.0K | 0.06% | +5,305 | New |
| Profund Advisors LLC | 5,612 | $345.9K | 0.02% | −62−1.1% | Reduced |
| Boothbay Fund Management, LLC | 5,612 | $345.9K | 0.01% | +5,612 | New |
| Captrust Financial Advisors | 5,769 | $355.6K | 0.00% | −3,137−35.2% | Reduced |