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 2023
Institutional positions in Healthequity, Inc. as of Jun 30, 2023. 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
- 317
- +7 vs. Q1 2023
- Shares held
- 84.7M
- −344.0K (−0.4%) vs. Q1 2023
- Total value
- $5.35B
- +$357.4M (+7.2%) vs. Q1 2023
- New holders
- 40
- 104 more added
- Sold out
- 33
- 132 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 71 | $1 | 0.00% | +71 | New |
| Tfo-TDC, LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2 | $127 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $253 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 8 | $505 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $506 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $631 | 0.00% | −103−91.2% | Reduced |
| Farther Finance Advisors, LLC | 10 | $631 | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $632 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $695 | 0.00% | −1−8.3% | Reduced |
| Sunbelt Securities, Inc. | 13 | $821 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 15 | $947 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $947 | 0.00% | +7+87.5% | Added |
| Toronto Dominion Bank | 12 | $1.00K | 0.00% | +12 | New |
| Asset Dedication, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.26K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 21 | $1.33K | 0.00% | −17−44.7% | Reduced |
| SRS Capital Advisors, Inc. | 23 | $1.45K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $2.28K | 0.00% | −32−51.6% | Reduced |
| Farmers & Merchants Investments Inc | 38 | $2.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 46 | $2.90K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $3.09K | 0.00% | +8+19.5% | Added |
| Bellevue Asset Management, LLC | 54 | $3.41K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 61 | $3.76K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 60 | $3.79K | 0.00% | −12,240−99.5% | Reduced |
| Bell Investment Advisors, Inc | 64 | $4.04K | 0.00% | +10+18.5% | Added |
| West Tower Group, LLC | 65 | $4.10K | 0.00% | +65 | New |
| Geneos Wealth Management Inc. | 80 | $5.05K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 95 | $6.00K | 0.00% | +15+18.8% | Added |
| Northwest Capital Management Inc | 100 | $6.31K | 0.00% | +100 | New |
| Park Place Capital Corp | 102 | $6.44K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 117 | $7.00K | 0.00% | +112+2,240.0% | Added |
| Parallel Advisors, LLC | 124 | $7.83K | 0.00% | −17−12.1% | Reduced |
| Baker Avenue Asset Management, LP | 132 | $8.33K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 143 | $9.03K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 144 | $9.09K | 0.00% | −28−16.3% | Reduced |
| WR Wealth Planners, LLC | 150 | $9.47K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 180 | $11.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 252 | $15.0K | 0.00% | +252 | New |
| Private Trust Co NA | 303 | $19.1K | 0.00% | −66−17.9% | Reduced |
| VisionPoint Advisory Group, LLC | 334 | $21.1K | 0.01% | +334 | New |
| Lindbrook Capital, LLC | 347 | $21.9K | 0.00% | +45+14.9% | Added |
| Pinebridge Investments, L.P. | 365 | $23.0K | 0.00% | +365 | New |
| Macroview Investment Management LLC | 368 | $23.2K | 0.04% | +123+50.2% | Added |
| Huntington National Bank | 374 | $23.6K | 0.00% | +50+15.4% | Added |
| Fifth Third Bancorp | 441 | $27.8K | 0.00% | +96+27.8% | Added |
| Covestor Ltd | 580 | $37.0K | 0.03% | +413+247.3% | Added |
| Castleview Partners, LLC | 613 | $38.7K | 0.03% | +613 | New |
| Coppell Advisory Solutions LLC | 765 | $47.7K | 0.01% | +765 | New |
| Signaturefd, LLC | 831 | $52.5K | 0.00% | −281−25.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 871 | $55.0K | 0.00% | −1,017−53.9% | Reduced |
| Assetmark, Inc | 940 | $59.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 941 | $59.4K | 0.00% | +40+4.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 955 | $60.0K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,036 | $65.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,090 | $68.8K | 0.01% | +352+47.7% | Added |
| Harbor Investment Advisory, LLC | 1,167 | $73.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,177 | $74.3K | 0.05% | +1,177 | New |
| Eagle Bay Advisors LLC | 1,193 | $75.3K | 0.04% | −98−7.6% | Reduced |
| PEAK6 Investments LLC | 1,521 | $96.0K | 0.01% | +1,521 | New |
| Brown Brothers Harriman & Co | 1,630 | $102.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,645 | $103.9K | 0.03% | +1,645 | New |
| SG Americas Securities, LLC | 1,693 | $107.0K | 0.00% | −40,340−96.0% | Reduced |
| Aquatic Capital Management LLC | 1,700 | $107.0K | 0.01% | −900−34.6% | Reduced |
| Natixis Investment Managers International | 1,708 | $107.8K | 0.01% | −106−5.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,949 | $123.1K | 0.00% | +262+15.5% | Added |
| Citadel Advisors LLC | 2,810 | $177.4K | 0.00% | −361,881−99.2% | Reduced |
| Bessemer Group Inc | 2,963 | $187.0K | 0.00% | +332+12.6% | Added |
| Twin Tree Management, LP | 3,019 | $190.6K | 0.00% | −8,552−73.9% | Reduced |
| Summit Trail Advisors, LLC | 3,240 | $204.6K | 0.01% | −187−5.5% | Reduced |
| Brinker Capital Investments, LLC | 3,306 | $208.7K | 0.00% | +3,306 | New |
| Orion Portfolio Solutions, LLC | 3,306 | $208.7K | 0.00% | +3,306 | New |
| State of Wyoming | 3,373 | $213.0K | 0.06% | +1,190+54.5% | Added |
| FDx Advisors, Inc. | 3,457 | $218.0K | 0.01% | −252−6.8% | Reduced |
| Pearl River Capital, LLC | 3,522 | $222.4K | 0.04% | +110+3.2% | Added |
| Delphia (USA) Inc. | 3,575 | $225.7K | 0.36% | −723−16.8% | Reduced |
| Nisa Investment Advisors, LLC | 3,750 | $236.8K | 0.00% | −80−2.1% | Reduced |
| Boothbay Fund Management, LLC | 3,810 | $240.6K | 0.01% | +3,810 | New |
| Campbell & CO Investment Adviser LLC | 4,033 | $254.6K | 0.05% | +4,033 | New |
| BTC Capital Management, Inc. | 4,256 | $263.0K | 0.03% | +4,256 | New |
| Shelton Capital Management | 4,172 | $263.4K | 0.01% | −191−4.4% | Reduced |
| Stephens Inc | 4,211 | $265.9K | 0.00% | −40−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 4,215 | $266.1K | 0.01% | +275+7.0% | Added |
| Mount Yale Investment Advisors, LLC | 4,262 | $269.1K | 0.03% | −863−16.8% | Reduced |
| Profund Advisors LLC | 4,357 | $275.1K | 0.01% | −161−3.6% | Reduced |
| Narus Financial Partners, LLC | 4,449 | $280.9K | 0.15% | −20.0% | Reduced |
| Metropolitan Life Insurance Co | 4,550 | $287.3K | 0.01% | +65+1.4% | Added |
| Radnor Capital Management, LLC | 4,705 | $297.0K | 0.13% | +110+2.4% | Added |
| CWM, LLC | 4,758 | $300.0K | 0.00% | −82,602−94.6% | Reduced |
| Centiva Capital, LP | 4,823 | $304.5K | 0.02% | +4,823 | New |
| Appleton Group, LLC | 4,878 | $308.0K | 0.43% | +4,878 | New |
| Prelude Capital Management, LLC | 4,966 | $313.6K | 0.03% | −1,483−23.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,000 | $315.7K | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,060 | $319.5K | 0.00% | +160+3.3% | Added |
| Cim Investment Mangement Inc | 5,114 | $322.9K | 0.11% | −3,583−41.2% | Reduced |
| Keebeck Alpha, LP | 5,190 | $327.7K | 0.32% | +5,190 | New |
| Creative Planning | 5,275 | $333.1K | 0.00% | +5,275 | New |
| Y-Intercept (Hong Kong) Ltd | 5,286 | $333.8K | 0.04% | +5,286 | New |
| Daiwa Securities Group Inc. | 5,300 | $335.0K | 0.00% | −1,500−22.1% | Reduced |