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 2024
Institutional positions in Healthequity, Inc. as of Sep 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
- 404
- +21 vs. Q2 2024
- Shares held
- 88.4M
- +11.1M (+14.4%) vs. Q2 2024
- Total value
- $7.25B
- +$586.5M (+8.8%) vs. Q2 2024
- New holders
- 62
- 141 more added
- Sold out
- 41
- 153 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 5 | $0 | 0.00% | +2+66.7% | Added |
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| True Wealth Design, LLC | 1 | $82 | 0.00% | +1 | New |
| Sandy Spring Bank | 2 | $164 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 2 | $164 | 0.00% | +2 | New |
| Quest Partners LLC | 2 | $164 | 0.00% | +2 | New |
| Claris Advisors, LLC | 4 | $327 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 5 | $410 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 6 | $491 | 0.00% | +6 | New |
| IFP Advisors, Inc | 9 | $737 | 0.00% | −14−60.9% | Reduced |
| Abound Wealth Management | 10 | $819 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $819 | 0.00% | +10 | New |
| Sachetta, LLC | 12 | $983 | 0.00% | −25−67.6% | Reduced |
| Sunbelt Securities, Inc. | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 19 | $1.55K | 0.00% | +8+72.7% | Added |
| Capital Performance Advisors LLP | 19 | $1.55K | 0.00% | +19 | New |
| Skandinaviska Enskilda Banken AB (publ) | 23 | $1.88K | 0.00% | +23 | New |
| Beacon Capital Management, LLC | 25 | $2.05K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 30 | $2.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $2.78K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 38 | $3.11K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $3.68K | 0.00% | +1+2.3% | Added |
| Bogart Wealth, LLC | 46 | $3.77K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 40 | $3.83K | 0.00% | −14−25.9% | Reduced |
| Bell Investment Advisors, Inc | 47 | $3.85K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 46 | $4.00K | 0.00% | +46 | New |
| Hemington Wealth Management | 55 | $4.00K | 0.00% | +55 | New |
| Manchester Capital Management LLC | 49 | $4.01K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 54 | $4.42K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 54 | $4.42K | 0.00% | +14+35.0% | Added |
| Central Trust Co | 57 | $4.67K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 59 | $4.83K | 0.00% | −59−50.0% | Reduced |
| EverSource Wealth Advisors, LLC | 59 | $4.83K | 0.00% | +2+3.5% | Added |
| LGT Financial Advisors LLC | 61 | $4.99K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 65 | $5.32K | 0.00% | −38−36.9% | Reduced |
| Rothschild Investment LLC | 70 | $5.73K | 0.00% | +35+100.0% | Added |
| Creative Financial Designs Inc | 70 | $5.73K | 0.00% | +70 | New |
| Hillsdale Investment Management Inc. | 80 | $6.55K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 82 | $6.71K | 0.00% | −10−10.9% | Reduced |
| Sterling Capital Management LLC | 87 | $7.12K | 0.00% | +87 | New |
| Cullen/Frost Bankers, Inc. | 90 | $7.37K | 0.00% | +17+23.3% | Added |
| Global Retirement Partners, LLC | 97 | $7.94K | 0.00% | −72−42.6% | Reduced |
| Park Place Capital Corp | 102 | $8.35K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 106 | $8.47K | 0.00% | +75+241.9% | Added |
| Allworth Financial LP | 105 | $8.60K | 0.00% | −12−10.3% | Reduced |
| Johnson Financial Group, Inc. | 110 | $9.00K | 0.00% | +110 | New |
| Mather Group, LLC. | 111 | $9.09K | 0.00% | −68−38.0% | Reduced |
| MCF Advisors LLC | 117 | $9.58K | 0.00% | +117 | New |
| Washington Trust Advisors, Inc. | 143 | $11.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 144 | $11.8K | 0.00% | +1+0.7% | Added |
| WR Wealth Planners, LLC | 150 | $12.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 151 | $12.4K | 0.00% | −24−13.7% | Reduced |
| Ashton Thomas Securities, LLC | 179 | $14.7K | 0.00% | +179 | New |
| Macroview Investment Management LLC | 180 | $14.7K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 187 | $15.3K | 0.01% | +57+43.8% | Added |
| Asset Dedication, LLC | 190 | $15.6K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 190 | $15.6K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 213 | $17.0K | 0.00% | +57+36.5% | Added |
| Whittier Trust Co of Nevada Inc | 222 | $18.2K | 0.00% | +222 | New |
| Geneos Wealth Management Inc. | 226 | $18.5K | 0.00% | +146+182.5% | Added |
| Coppell Advisory Solutions LLC | 232 | $18.5K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 234 | $19.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 249 | $20.4K | 0.00% | +127+104.1% | Added |
| Umb Bank N A | 250 | $20.5K | 0.00% | +194+346.4% | Added |
| Clearstead Advisors, LLC | 276 | $22.6K | 0.00% | −96−25.8% | Reduced |
| Smartleaf Asset Management LLC | 286 | $22.9K | 0.00% | +30+11.7% | Added |
| Ronald Blue Trust, Inc. | 272 | $23.4K | 0.00% | +272 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 288 | $23.6K | 0.00% | +134+87.0% | Added |
| Toth Financial Advisory Corp | 290 | $23.7K | 0.00% | −3,360−92.1% | Reduced |
| Farther Finance Advisors, LLC | 293 | $24.0K | 0.00% | +237+423.2% | Added |
| Rise Advisors, LLC | 345 | $28.2K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 358 | $29.3K | 0.00% | +60+20.1% | Added |
| Huntington National Bank | 405 | $33.1K | 0.00% | −6−1.5% | Reduced |
| Paladin Wealth, LLC | 473 | $38.7K | 0.03% | +473 | New |
| DekaBank Deutsche Girozentrale | 549 | $43.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 577 | $47.2K | 0.00% | −2−0.3% | Reduced |
| Lindbrook Capital, LLC | 588 | $48.1K | 0.00% | −177−23.1% | Reduced |
| First Horizon Advisors, Inc. | 740 | $60.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 757 | $62.0K | 0.00% | −10−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 817 | $66.9K | 0.00% | −933−53.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 900 | $73.7K | 0.02% | +900 | New |
| Harbor Investment Advisory, LLC | 927 | $75.9K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 939 | $76.9K | 0.01% | +344+57.8% | Added |
| Oarsman Capital, Inc. | 946 | $77.4K | 0.01% | +946 | New |
| GeoWealth Management, LLC | 982 | $80.4K | 0.00% | +982 | New |
| Ostrum Asset Management | 989 | $81.0K | 0.01% | −724−42.3% | Reduced |
| Parallel Advisors, LLC | 1,152 | $94.3K | 0.00% | −258−18.3% | Reduced |
| Natixis Investment Managers International | 1,326 | $108.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,333 | $109.1K | 0.00% | −454−25.4% | Reduced |
| Quarry LP | 1,349 | $110.4K | 0.03% | +1,089+418.8% | Added |
| 1620 Investment Advisors, Inc. | 1,366 | $111.8K | 0.08% | +1,366 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,499 | $122.7K | 0.00% | −36−2.3% | Reduced |
| Covestor Ltd | 1,524 | $125.0K | 0.08% | +328+27.4% | Added |
| Headlands Technologies LLC | 1,652 | $135.2K | 0.02% | +1,652 | New |
| Daiwa Securities Group Inc. | 1,800 | $147.0K | 0.00% | −200−10.0% | Reduced |
| Bryn Mawr Trust Co | 1,832 | $149.9K | 0.00% | +1,832 | New |
| Quadrant Capital Group LLC | 2,097 | $171.6K | 0.01% | −134−6.0% | Reduced |
| Natixis | 2,360 | $193.2K | 0.00% | −583−19.8% | Reduced |