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 2023
Institutional positions in Healthequity, Inc. as of Sep 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
- 343
- +28 vs. Q2 2023
- Shares held
- 87.7M
- +2.99M (+3.5%) vs. Q2 2023
- Total value
- $6.41B
- +$1.06B (+19.9%) vs. Q2 2023
- New holders
- 61
- 122 more added
- Sold out
- 33
- 118 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sandy Spring Bank | 2 | $147 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $253 | 0.00% | +3+300.0% | Added |
| Glassman Wealth Services | 5 | $365 | 0.00% | +5 | New |
| Proequities, Inc. | 7 | $511 | 0.00% | +7 | New |
| Tucker Asset Management LLC | 8 | $584 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $731 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $731 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 12 | $877 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $950 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $950 | 0.00% | +5+62.5% | Added |
| Asset Dedication, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $1.03K | 0.00% | +14 | New |
| AdvisorNet Financial, Inc | 15 | $1.10K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 21 | $1.53K | 0.00% | +6+40.0% | Added |
| Farther Finance Advisors, LLC | 21 | $1.53K | 0.00% | +11+110.0% | Added |
| Steward Financial Group LLC | 41 | $2.00K | 0.00% | +41 | New |
| Allworth Financial LP | 34 | $2.48K | 0.00% | +13+61.9% | Added |
| SRS Capital Advisors, Inc. | 35 | $2.56K | 0.00% | +12+52.2% | Added |
| Farmers & Merchants Investments Inc | 38 | $2.78K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $3.29K | 0.00% | +3+7.1% | Added |
| Bogart Wealth, LLC | 46 | $3.36K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $3.58K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 50 | $3.65K | 0.00% | −15−23.1% | Reduced |
| Bell Investment Advisors, Inc | 50 | $3.65K | 0.00% | −14−21.9% | Reduced |
| Bellevue Asset Management, LLC | 54 | $3.94K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 57 | $4.16K | 0.00% | +57 | New |
| LGT Financial Advisors LLC | 67 | $4.89K | 0.01% | +67 | New |
| Geneos Wealth Management Inc. | 80 | $5.84K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 90 | $6.49K | 0.00% | −5−5.3% | Reduced |
| Hillsdale Investment Management Inc. | 90 | $6.58K | 0.00% | +30+50.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 95 | $6.94K | 0.00% | +75+375.0% | Added |
| Northwest Capital Management Inc | 100 | $7.30K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 101 | $7.38K | 0.00% | +101 | New |
| Park Place Capital Corp | 102 | $7.45K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 115 | $8.00K | 0.00% | +115 | New |
| Ci Investments Inc. | 127 | $9.00K | 0.00% | +10+8.5% | Added |
| Baker Avenue Asset Management, LP | 132 | $9.64K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 134 | $9.79K | 0.00% | +134 | New |
| Washington Trust Advisors, Inc. | 143 | $10.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 163 | $11.9K | 0.00% | +19+13.2% | Added |
| Prestige Wealth Management Group LLC | 185 | $13.5K | 0.00% | +5+2.8% | Added |
| Parallel Advisors, LLC | 191 | $14.0K | 0.00% | +67+54.0% | Added |
| Private Trust Co NA | 288 | $21.0K | 0.00% | −15−5.0% | Reduced |
| Huntington National Bank | 386 | $28.2K | 0.00% | +12+3.2% | Added |
| VisionPoint Advisory Group, LLC | 445 | $32.5K | 0.01% | +111+33.2% | Added |
| Headlands Technologies LLC | 457 | $33.4K | 0.02% | −1,188−72.2% | Reduced |
| Lindbrook Capital, LLC | 458 | $33.5K | 0.00% | +111+32.0% | Added |
| Lazard Asset Management LLC | 549 | $40.0K | 0.00% | +297+117.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 555 | $41.0K | 0.00% | −400−41.9% | Reduced |
| DekaBank Deutsche Girozentrale | 549 | $41.0K | 0.00% | +549 | New |
| Fifth Third Bancorp | 602 | $44.0K | 0.00% | +161+36.5% | Added |
| Operose Advisors LLC | 607 | $44.3K | 0.02% | +607 | New |
| Assetmark, Inc | 817 | $59.7K | 0.00% | −123−13.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 871 | $63.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 875 | $63.9K | 0.00% | +44+5.3% | Added |
| First Horizon Advisors, Inc. | 1,077 | $78.7K | 0.00% | +136+14.5% | Added |
| Covestor Ltd | 1,119 | $82.0K | 0.06% | +539+92.9% | Added |
| Harbor Investment Advisory, LLC | 1,167 | $85.2K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,458 | $106.5K | 0.00% | +1,458 | New |
| Quadrant Capital Group LLC | 1,559 | $113.9K | 0.01% | +469+43.0% | Added |
| Eagle Bay Advisors LLC | 1,570 | $114.7K | 0.05% | +377+31.6% | Added |
| KBC Group NV | 1,581 | $115.0K | 0.00% | +1,581 | New |
| Natixis Investment Managers International | 1,604 | $117.2K | 0.01% | −104−6.1% | Reduced |
| Brown Brothers Harriman & Co | 1,630 | $119.1K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,734 | $126.7K | 0.01% | +698+67.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,789 | $130.7K | 0.00% | −160−8.2% | Reduced |
| Bessemer Group Inc | 2,685 | $196.0K | 0.00% | −278−9.4% | Reduced |
| Farallon Capital Management, L.L.C. | 2,800 | $204.5K | 0.00% | +2,800 | New |
| Advisor Partners II, LLC | 2,818 | $205.9K | 0.01% | +2,818 | New |
| Walleye Trading LLC | 2,939 | $214.7K | 0.01% | +2,939 | New |
| Janney Montgomery Scott LLC | 2,975 | $217.0K | 0.00% | +2,975 | New |
| Rosenbaum Jay D. | 3,000 | $219.2K | 0.37% | +3,000 | New |
| Pathstone Family Office, LLC | 3,152 | $230.3K | 0.00% | +3,152 | New |
| Raymond James Trust N.A. | 3,177 | $232.1K | 0.01% | +3,177 | New |
| Summit Trail Advisors, LLC | 3,248 | $237.3K | 0.01% | +8+0.2% | Added |
| Portside Wealth Group, LLC | 3,340 | $241.0K | 0.05% | +3,340 | New |
| Centiva Capital, LP | 3,439 | $251.2K | 0.01% | −1,384−28.7% | Reduced |
| Bridgefront Capital, LLC | 3,443 | $251.5K | 0.18% | +3,443 | New |
| Capstone Investment Advisors, LLC | 3,467 | $253.3K | 0.01% | +3,467 | New |
| Amica Retiree Medical Trust | 3,578 | $261.0K | 0.31% | +3,578 | New |
| Keebeck Alpha, LP | 3,597 | $262.8K | 0.26% | −1,593−30.7% | Reduced |
| Prelude Capital Management, LLC | 3,597 | $262.8K | 0.02% | −1,369−27.6% | Reduced |
| Neo Ivy Capital Management | 3,600 | $263.0K | 0.12% | +3,600 | New |
| Envestnet Portfolio Solutions, Inc. | 3,684 | $269.1K | 0.00% | +3,684 | New |
| Nisa Investment Advisors, LLC | 3,762 | $274.8K | 0.00% | +12+0.3% | Added |
| Daiwa Securities Group Inc. | 3,810 | $278.0K | 0.00% | −1,490−28.1% | Reduced |
| Profund Advisors LLC | 4,078 | $297.9K | 0.02% | −279−6.4% | Reduced |
| Stephens Inc | 4,078 | $297.9K | 0.01% | −133−3.2% | Reduced |
| Pearl River Capital, LLC | 4,079 | $298.0K | 0.05% | +557+15.8% | Added |
| Mount Yale Investment Advisors, LLC | 4,147 | $302.9K | 0.03% | −115−2.7% | Reduced |
| Shelton Capital Management | 4,172 | $304.8K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,199 | $306.7K | 0.04% | −10,308−71.1% | Reduced |
| CWM, LLC | 4,428 | $323.0K | 0.00% | −330−6.9% | Reduced |
| Narus Financial Partners, LLC | 4,449 | $325.0K | 0.17% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 5,673 | $333.1K | 0.30% | −154−2.6% | Reduced |
| Brinker Capital Investments, LLC | 4,590 | $335.3K | 0.00% | +1,284+38.8% | Added |
| Orion Portfolio Solutions, LLC | 4,590 | $335.3K | 0.00% | +1,284+38.8% | Added |
| Beacon Pointe Advisors, LLC | 4,617 | $337.3K | 0.00% | +4,617 | New |
| Radnor Capital Management, LLC | 4,805 | $351.0K | 0.07% | +100+2.1% | Added |