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 2024
Institutional positions in Healthequity, Inc. as of Jun 30, 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
- 386
- +23 vs. Q1 2024
- Shares held
- 88.0M
- +1.54M (+1.8%) vs. Q1 2024
- Total value
- $7.59B
- +$530.0M (+7.5%) vs. Q1 2024
- New holders
- 57
- 155 more added
- Sold out
- 34
- 121 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 3 | $0 | 0.00% | +3 | New |
| Tucker Asset Management LLC | 2 | $172 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2 | $173 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $431 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $862 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11 | $948 | 0.00% | −38−77.6% | Reduced |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | −15−42.9% | Reduced |
| SJS Investment Consulting Inc. | 13 | $1.12K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $1.12K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.12K | 0.00% | +2+18.2% | Added |
| Abich Financial Wealth Management LLC | 15 | $1.29K | 0.00% | +15 | New |
| Institutional & Family Asset Management, LLC | 21 | $1.81K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 23 | $1.98K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $2.15K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 30 | $2.59K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 31 | $2.67K | 0.00% | +31 | New |
| Sachetta, LLC | 37 | $2.90K | 0.00% | +25+208.3% | Added |
| Private Wealth Management Group, LLC | 34 | $2.93K | 0.00% | +20+142.9% | Added |
| Rothschild Investment LLC | 35 | $3.02K | 0.00% | +25+250.0% | Added |
| Innealta Capital, LLC | 37 | $3.19K | 0.00% | +37 | New |
| Farmers & Merchants Investments Inc | 38 | $3.28K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 40 | $3.45K | 0.00% | +6+17.6% | Added |
| JFS Wealth Advisors, LLC | 44 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 46 | $3.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $4.05K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $4.22K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 57 | $4.47K | 0.00% | +41+256.3% | Added |
| Bellevue Asset Management, LLC | 54 | $4.65K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 54 | $4.66K | 0.00% | −3−5.3% | Reduced |
| Umb Bank N A | 56 | $4.83K | 0.00% | +35+166.7% | Added |
| Farther Finance Advisors, LLC | 56 | $4.85K | 0.00% | +21+60.0% | Added |
| Central Trust Co | 57 | $4.91K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 61 | $5.26K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 73 | $6.29K | 0.00% | +73 | New |
| Hillsdale Investment Management Inc. | 80 | $6.90K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 80 | $6.90K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 92 | $7.93K | 0.00% | +72+360.0% | Added |
| Triad Wealth Partners, LLC | 97 | $8.36K | 0.00% | +97 | New |
| Allworth Financial LP | 117 | $8.59K | 0.00% | +48+69.6% | Added |
| Park Place Capital Corp | 102 | $8.79K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 103 | $8.88K | 0.01% | −63−38.0% | Reduced |
| Financial Network Wealth Advisors LLC | 118 | $9.29K | 0.01% | +118 | New |
| Northwestern Mutual Wealth Management Co | 122 | $10.5K | 0.00% | +6+5.2% | Added |
| SYSTM Wealth Solutions LLC | 126 | $10.9K | 0.00% | +98+350.0% | Added |
| Castleview Partners, LLC | 130 | $11.2K | 0.01% | +52+66.7% | Added |
| Washington Trust Advisors, Inc. | 143 | $12.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 143 | $12.3K | 0.00% | +5+3.6% | Added |
| WR Wealth Planners, LLC | 150 | $12.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 156 | $13.0K | 0.00% | −9−5.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 154 | $13.3K | 0.00% | +25+19.4% | Added |
| Global Retirement Partners, LLC | 169 | $14.6K | 0.00% | +90+113.9% | Added |
| Mather Group, LLC. | 179 | $14.6K | 0.00% | −42−19.0% | Reduced |
| Private Trust Co NA | 175 | $15.1K | 0.00% | −10−5.4% | Reduced |
| Macroview Investment Management LLC | 180 | $15.5K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 190 | $16.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 190 | $16.4K | 0.00% | +181+2,011.1% | Added |
| CoreCap Advisors, LLC | 200 | $17.2K | 0.00% | +194+3,233.3% | Added |
| Coppell Advisory Solutions LLC | 232 | $20.0K | 0.00% | +232 | New |
| Planning Capital Management Corp | 234 | $20.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 256 | $21.6K | 0.00% | +242+1,728.6% | Added |
| Quarry LP | 260 | $22.4K | 0.01% | +260 | New |
| Mirae Asset Global Investments Co., Ltd. | 298 | $25.7K | 0.00% | −150,503−99.8% | Reduced |
| Rise Advisors, LLC | 345 | $29.7K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 362 | $31.2K | 0.01% | −64−15.0% | Reduced |
| Clearstead Advisors, LLC | 372 | $32.1K | 0.00% | +372 | New |
| International Assets Investment Management, LLC | 408 | $35.2K | 0.00% | +408 | New |
| Huntington National Bank | 411 | $35.4K | 0.00% | +3+0.7% | Added |
| VisionPoint Advisory Group, LLC | 530 | $45.7K | 0.02% | +36+7.3% | Added |
| DekaBank Deutsche Girozentrale | 549 | $46.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 579 | $49.9K | 0.00% | +20+3.6% | Added |
| GAMMA Investing LLC | 595 | $51.3K | 0.01% | +318+114.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 623 | $54.0K | 0.00% | −35−5.3% | Reduced |
| First Horizon Advisors, Inc. | 740 | $63.8K | 0.00% | −109−12.8% | Reduced |
| Lindbrook Capital, LLC | 765 | $65.9K | 0.01% | +67+9.6% | Added |
| Fifth Third Bancorp | 767 | $66.1K | 0.00% | +100+15.0% | Added |
| Steward Partners Investment Advisory, LLC | 801 | $69.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 815 | $70.3K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 850 | $73.3K | 0.02% | +850 | New |
| Harbor Investment Advisory, LLC | 927 | $79.9K | 0.01% | −240−20.6% | Reduced |
| Lazard Asset Management LLC | 1,004 | $86.0K | 0.00% | +455+82.9% | Added |
| Covestor Ltd | 1,196 | $103.0K | 0.07% | −2−0.2% | Reduced |
| Brown Brothers Harriman & Co | 1,230 | $106.0K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,326 | $114.3K | 0.01% | −278−17.3% | Reduced |
| Parallel Advisors, LLC | 1,410 | $121.5K | 0.00% | +616+77.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,535 | $132.3K | 0.00% | −88−5.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,696 | $146.2K | 0.01% | +1,696 | New |
| Ostrum Asset Management | 1,713 | $147.7K | 0.01% | +286+20.0% | Added |
| Advisor Group Holdings, Inc. | 1,750 | $150.9K | 0.00% | −1,414−44.7% | Reduced |
| Signaturefd, LLC | 1,787 | $154.0K | 0.00% | +679+61.3% | Added |
| Daiwa Securities Group Inc. | 2,000 | $172.0K | 0.00% | −200−9.1% | Reduced |
| KBC Group NV | 2,122 | $183.0K | 0.00% | +249+13.3% | Added |
| Quadrant Capital Group LLC | 2,231 | $192.3K | 0.01% | +386+20.9% | Added |
| CIBC Asset Management Inc | 2,419 | $208.5K | 0.00% | +2,419 | New |
| Bessemer Group Inc | 2,488 | $215.0K | 0.00% | −350−12.3% | Reduced |
| MML Investors Services, LLC | 2,592 | $223.0K | 0.00% | +2,592 | New |
| Stratos Wealth Partners, LTD. | 2,632 | $226.9K | 0.00% | +10+0.4% | Added |
| Nomura Holdings Inc | 2,695 | $232.3K | 0.00% | +2,695 | New |
| Fifth Third Wealth Advisors LLC | 2,762 | $238.1K | 0.02% | +2,762 | New |
| Raymond James Trust N.A. | 2,773 | $239.0K | 0.01% | +52+1.9% | Added |
| Legato Capital Management LLC | 2,780 | $239.6K | 0.03% | −3,755−57.5% | Reduced |