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 2 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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 9,431 | $581.3K | 0.00% | −58−0.6% | Reduced |
| Echo Street Capital Management LLC | 9,298 | $573.1K | 0.01% | +9,298 | New |
| Lombard Odier Asset Management (Europe) Ltd | 8,850 | $545.5K | 0.02% | −150−1.7% | Reduced |
| Commerce Bank | 8,581 | $528.9K | 0.00% | −225−2.6% | Reduced |
| Exchange Traded Concepts, LLC | 8,435 | $519.9K | 0.01% | +8,435 | New |
| Arkadios Wealth Advisors | 8,270 | $509.8K | 0.07% | +8,270 | New |
| Virginia Retirement Systems Et Al | 8,200 | $505.4K | 0.01% | −2,300−21.9% | Reduced |
| Vestcor Inc | 8,160 | $503.0K | 0.02% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 8,090 | $499.0K | 0.18% | +2,360+41.2% | Added |
| Inceptionr LLC | 7,898 | $486.8K | 0.26% | +7,898 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,823 | $482.2K | 0.01% | −4,362−35.8% | Reduced |
| Sheets Smith Wealth Management | 7,730 | $476.5K | 0.07% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 7,727 | $476.0K | 0.00% | +167+2.2% | Added |
| Securian Asset Management, Inc | 7,691 | $474.1K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 7,650 | $472.0K | 0.00% | −1,400−15.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,240 | $446.3K | 0.01% | −216−2.9% | Reduced |
| CenterBook Partners LP | 6,942 | $427.9K | 0.07% | +6,942 | New |
| Fifth Third Bancorp | 6,820 | $420.4K | 0.00% | −1,251−15.5% | Reduced |
| Institute for Wealth Management, LLC. | 6,664 | $410.8K | 0.09% | −177−2.6% | Reduced |
| Guggenheim Capital LLC | 6,518 | $401.8K | 0.00% | +6,518 | New |
| KLR Investment Advisors, LLC | 6,228 | $383.9K | 0.32% | +6,228 | New |
| NorthCrest Asset Manangement, LLC | 6,200 | $382.0K | 0.02% | +100+1.6% | Added |
| Winton Group Ltd | 5,922 | $365.0K | 0.02% | +5,922 | New |
| Captrust Financial Advisors | 5,769 | $355.6K | 0.00% | −3,137−35.2% | Reduced |
| 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 |
| Teza Capital Management LLC | 5,305 | $327.0K | 0.06% | +5,305 | New |
| Bank of Nova Scotia | 5,227 | $322.2K | 0.00% | −7,319−58.3% | Reduced |
| Metropolitan Life Insurance Co | 5,190 | $319.9K | 0.01% | +179+3.6% | Added |
| Cna Financial Corp | 5,148 | $317.3K | 0.19% | −3,923−43.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,000 | $308.2K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,914 | $302.9K | 0.06% | +1,163+31.0% | Added |
| Versor Investments LP | 4,900 | $302.0K | 0.03% | +4,900 | New |
| Quadrature Capital Ltd | 4,890 | $301.4K | 0.01% | +4,890 | New |
| Mount Yale Investment Advisors, LLC | 4,576 | $282.1K | 0.03% | +68+1.5% | Added |
| Arrowstreet Capital, Limited Partnership | 4,526 | $279.0K | 0.00% | +4,526 | New |
| Radnor Capital Management, LLC | 4,595 | $278.0K | 0.07% | 00.0% | Unchanged |
| Stephens Inc | 4,499 | $277.3K | 0.01% | −214−4.5% | Reduced |
| Narus Financial Partners, LLC | 4,451 | $274.4K | 0.16% | −10.0% | Reduced |
| Brinker Capital Investments, LLC | 4,415 | $272.1K | 0.01% | +678+18.1% | Added |
| Shelton Capital Management | 4,363 | $268.9K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,199 | $258.8K | 0.01% | +5+0.1% | Added |
| Centiva Capital, LP | 4,196 | $258.6K | 0.02% | +4,196 | New |
| Nisa Investment Advisors, LLC | 3,903 | $241.0K | 0.00% | −70−1.8% | Reduced |
| CWM Advisors, LLC | 3,830 | $236.1K | 0.03% | +751+24.4% | Added |
| Tower Research Capital LLC (TRC) | 3,803 | $234.0K | 0.01% | −5,490−59.1% | Reduced |
| State of Wyoming | 3,793 | $233.8K | 0.08% | +1,717+82.7% | Added |
| FDx Advisors, Inc. | 3,709 | $229.0K | 0.01% | +488+15.2% | Added |
| AQR Capital Management LLC | 3,710 | $225.9K | 0.00% | +3,710 | New |
| JustInvest LLC | 3,464 | $213.5K | 0.01% | +3,464 | New |
| Point72 Middle East FZE | 3,403 | $209.8K | 0.02% | +3,403 | New |
| PEAK6 Investments LLC | 3,378 | $208.2K | 0.01% | +3,378 | New |
| Cresset Asset Management, LLC | 3,350 | $206.5K | 0.00% | +3,350 | New |
| Corton Capital Inc. | 3,299 | $203.3K | 0.17% | +3,299 | New |
| Natixis Investment Managers International | 2,850 | $175.7K | 0.01% | −731−20.4% | Reduced |
| Brown Brothers Harriman & Co | 2,345 | $144.5K | 0.00% | −874−27.2% | Reduced |
| GWM Advisors LLC | 14,509 | $132.1K | 0.00% | +1,985+15.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,687 | $102.4K | 0.00% | −360−17.6% | Reduced |
| Advisory Services Network, LLC | 1,632 | $100.6K | 0.00% | +1,632 | New |
| Steward Partners Investment Advisory, LLC | 1,545 | $95.2K | 0.00% | −60−3.7% | Reduced |
| Eagle Bay Advisors LLC | 1,243 | $76.6K | 0.04% | +107+9.4% | Added |
| Harbor Investment Advisory, LLC | 1,167 | $71.9K | 0.01% | −196−14.4% | Reduced |
| Signaturefd, LLC | 1,108 | $68.3K | 0.00% | −126−10.2% | Reduced |
| Arcadia Investment Management Corp | 1,050 | $64.7K | 0.02% | +1,050 | New |
| C M Bidwell & Associates Ltd | 1,007 | $62.1K | 0.05% | +1,007 | New |
| Benjamin F. Edwards & Company, Inc. | 955 | $59.0K | 0.00% | −94−9.0% | Reduced |
| Clearstead Advisors, LLC | 900 | $55.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 838 | $51.7K | 0.00% | −216−20.5% | Reduced |
| Canada Pension Plan Investment Board | 800 | $49.3K | 0.00% | +800 | New |
| Assetmark, Inc | 755 | $46.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 540 | $33.3K | 0.00% | +208+62.7% | Added |
| Lindbrook Capital, LLC | 509 | $31.4K | 0.00% | +5+1.0% | Added |
| Quarry LP | 492 | $30.3K | 0.03% | +492 | New |
| Private Trust Co NA | 494 | $30.0K | 0.00% | +7+1.4% | Added |
| Huntington National Bank | 409 | $25.2K | 0.00% | −26−6.0% | Reduced |
| Belpointe Asset Management LLC | 324 | $20.0K | 0.00% | +324 | New |
| TCI Wealth Advisors, Inc. | 292 | $18.0K | 0.00% | −1−0.3% | Reduced |
| One Wealth Advisors, LLC | 247 | $15.2K | 0.00% | +247 | New |
| Macroview Investment Management LLC | 245 | $15.1K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 195 | $12.0K | 0.00% | +35+21.9% | Added |
| Prestige Wealth Management Group LLC | 180 | $11.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 171 | $10.5K | 0.00% | +171 | New |
| Parallel Advisors, LLC | 164 | $10.1K | 0.00% | +8+5.1% | Added |
| Covestor Ltd | 166 | $10.0K | 0.01% | −9−5.1% | Reduced |
| IFP Advisors, Inc | 109 | $9.00K | 0.00% | +62+131.9% | Added |
| Washington Trust Advisors, Inc. | 143 | $8.81K | 0.00% | +17+13.5% | Added |
| GoalVest Advisory LLC | 141 | $8.69K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 132 | $8.14K | 0.00% | +132 | New |
| Dark Forest Capital Management LP | 92 | $5.67K | 0.00% | +92 | New |
| Park Place Capital Corp | 75 | $5.00K | 0.00% | +75 | New |
| 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 |
| FinTrust Capital Advisors, LLC | 61 | $3.76K | 0.00% | −185−75.2% | Reduced |
| Bellevue Asset Management, LLC | 54 | $3.30K | 0.00% | +7+14.9% | Added |
| Ellevest, Inc. | 53 | $3.27K | 0.00% | +52+5,200.0% | Added |
| Harbour Investments, Inc. | 50 | $3.08K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 54 | $3.00K | 0.00% | −53−49.5% | Reduced |
| 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 |