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, Q1 2024
Institutional positions in Healthequity, Inc. as of Mar 31, 2024. 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
- 367
- +19 vs. Q4 2023
- Shares held
- 86.6M
- +1.58M (+1.9%) vs. Q4 2023
- Total value
- $7.07B
- +$1.43B (+25.3%) vs. Q4 2023
- New holders
- 55
- 122 more added
- Sold out
- 36
- 138 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 0 | $41 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 1 | $82 | 0.00% | −3−75.0% | Reduced |
| Tucker Asset Management LLC | 2 | $163 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2 | $164 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $409 | 0.00% | −180−97.3% | Reduced |
| CoreCap Advisors, LLC | 6 | $490 | 0.00% | +6 | New |
| Sachetta, LLC | 12 | $796 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $816 | 0.00% | −5−33.3% | Reduced |
| Rothschild Investment LLC | 10 | $816 | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $817 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $898 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 14 | $1.12K | 0.00% | +13+1,300.0% | Added |
| Private Wealth Management Group, LLC | 14 | $1.14K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16 | $1.26K | 0.00% | −30−65.2% | Reduced |
| SRS Capital Advisors, Inc. | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 21 | $1.71K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 21 | $1.71K | 0.00% | +21 | New |
| IFP Advisors, Inc | 23 | $1.88K | 0.00% | −791−97.2% | Reduced |
| Valley National Advisers Inc | 35 | $2.00K | 0.00% | +10+40.0% | Added |
| Beacon Capital Management, LLC | 25 | $2.04K | 0.00% | +25 | New |
| SYSTM Wealth Solutions LLC | 28 | $2.29K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 30 | $2.45K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 34 | $2.77K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 35 | $2.86K | 0.00% | +3+9.4% | Added |
| Farmers & Merchants Investments Inc | 38 | $3.10K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $3.59K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 46 | $3.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $3.84K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 49 | $4.00K | 0.00% | +49 | New |
| First PREMIER Bank | 44 | $4.00K | 0.00% | +44 | New |
| Bellevue Asset Management, LLC | 54 | $4.41K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 57 | $4.42K | 0.00% | +57 | New |
| Central Trust Co | 57 | $4.65K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 61 | $4.98K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 69 | $5.63K | 0.00% | +22+46.8% | Added |
| Castleview Partners, LLC | 78 | $6.37K | 0.00% | +32+69.6% | Added |
| Global Retirement Partners, LLC | 79 | $6.45K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 80 | $6.53K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 80 | $6.53K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 90 | $7.00K | 0.00% | +90 | New |
| Northwest Capital Management Inc | 100 | $8.16K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 102 | $8.33K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 116 | $9.47K | 0.00% | −125−51.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 129 | $10.5K | 0.00% | +34+35.8% | Added |
| Massmutual Trust Co FSB | 138 | $11.3K | 0.00% | −6−4.2% | Reduced |
| Washington Trust Advisors, Inc. | 143 | $11.7K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 150 | $12.2K | 0.00% | +150 | New |
| Ci Investments Inc. | 165 | $13.0K | 0.00% | +37+28.9% | Added |
| Eagle Bay Advisors LLC | 166 | $13.6K | 0.01% | −31−15.7% | Reduced |
| Mather Group, LLC. | 221 | $14.7K | 0.00% | +221 | New |
| Macroview Investment Management LLC | 180 | $14.7K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 185 | $15.1K | 0.00% | −37−16.7% | Reduced |
| Red Tortoise LLC | 190 | $15.5K | 0.01% | +190 | New |
| Planning Capital Management Corp | 234 | $19.1K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 277 | $22.6K | 0.00% | +151+119.8% | Added |
| USA Financial Portformulas Corp | 303 | $24.7K | 0.00% | +303 | New |
| EntryPoint Capital, LLC | 342 | $27.9K | 0.03% | −1,444−80.9% | Reduced |
| Rise Advisors, LLC | 345 | $28.2K | 0.02% | +345 | New |
| Huntington National Bank | 408 | $33.3K | 0.00% | +25+6.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 426 | $34.8K | 0.01% | +426 | New |
| VisionPoint Advisory Group, LLC | 494 | $40.3K | 0.01% | −32−6.1% | Reduced |
| Lazard Asset Management LLC | 549 | $44.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 549 | $44.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 559 | $45.6K | 0.00% | +66+13.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 658 | $53.0K | 0.00% | −15−2.2% | Reduced |
| Fifth Third Bancorp | 667 | $54.4K | 0.00% | +59+9.7% | Added |
| Lindbrook Capital, LLC | 698 | $57.0K | 0.01% | +129+22.7% | Added |
| Parallel Advisors, LLC | 794 | $64.8K | 0.00% | +115+16.9% | Added |
| Steward Partners Investment Advisory, LLC | 801 | $65.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 815 | $66.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 849 | $69.3K | 0.00% | −3−0.4% | Reduced |
| Signaturefd, LLC | 1,108 | $90.4K | 0.00% | +132+13.5% | Added |
| Harbor Investment Advisory, LLC | 1,167 | $95.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,198 | $98.0K | 0.06% | +81+7.3% | Added |
| Brown Brothers Harriman & Co | 1,230 | $100.4K | 0.00% | −400−24.5% | Reduced |
| Harvest Fund Management Co., Ltd | 1,260 | $103.0K | 0.01% | +1,244+7,775.0% | Added |
| Ostrum Asset Management | 1,427 | $116.5K | 0.01% | +715+100.4% | Added |
| Headlands Technologies LLC | 1,595 | $130.2K | 0.03% | +1,595 | New |
| Natixis Investment Managers International | 1,604 | $130.9K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,623 | $132.5K | 0.00% | −223−12.1% | Reduced |
| Quadrant Capital Group LLC | 1,845 | $150.6K | 0.01% | +230+14.2% | Added |
| KBC Group NV | 1,873 | $153.0K | 0.00% | +292+18.5% | Added |
| Daiwa Securities Group Inc. | 2,200 | $180.0K | 0.00% | −860−28.1% | Reduced |
| Handelsinvest Investeringsforvaltning | 2,308 | $188.0K | 0.09% | −1,199−34.2% | Reduced |
| Cresset Asset Management, LLC | 2,495 | $203.7K | 0.00% | +2,495 | New |
| SG Americas Securities, LLC | 2,557 | $209.0K | 0.00% | −2,256−46.9% | Reduced |
| Rosenbaum Jay D. | 2,616 | $213.5K | 1.21% | +2,616 | New |
| Stratos Wealth Partners, LTD. | 2,622 | $214.0K | 0.00% | +2,622 | New |
| Portside Wealth Group, LLC | 2,634 | $215.0K | 0.04% | +2,634 | New |
| Nisa Investment Advisors, LLC | 2,656 | $216.8K | 0.00% | +68+2.6% | Added |
| Truist Financial Corp | 2,676 | $218.4K | 0.00% | +2,676 | New |
| Raymond James Trust N.A. | 2,721 | $222.1K | 0.01% | +2,721 | New |
| Vident Advisory, LLC | 2,761 | $225.4K | 0.00% | +2,761 | New |
| Farallon Capital Management, L.L.C. | 2,800 | $228.6K | 0.00% | +2,800 | New |
| Ieq Capital, LLC | 2,822 | $230.4K | 0.00% | −2,178−43.6% | Reduced |
| Bessemer Group Inc | 2,838 | $231.0K | 0.00% | +457+19.2% | Added |