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 2 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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 2,541 | $208.0K | 0.01% | +2,541 | New |
| CIBC Asset Management Inc | 2,501 | $204.7K | 0.00% | +82+3.4% | Added |
| KBC Group NV | 2,463 | $202.0K | 0.00% | +341+16.1% | Added |
| Amica Retiree Medical Trust | 2,386 | $195.0K | 0.16% | +2,386 | New |
| Natixis | 2,360 | $193.2K | 0.00% | −583−19.8% | Reduced |
| Quadrant Capital Group LLC | 2,097 | $171.6K | 0.01% | −134−6.0% | Reduced |
| Bryn Mawr Trust Co | 1,832 | $149.9K | 0.00% | +1,832 | New |
| Daiwa Securities Group Inc. | 1,800 | $147.0K | 0.00% | −200−10.0% | Reduced |
| Headlands Technologies LLC | 1,652 | $135.2K | 0.02% | +1,652 | New |
| Covestor Ltd | 1,524 | $125.0K | 0.08% | +328+27.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,499 | $122.7K | 0.00% | −36−2.3% | Reduced |
| 1620 Investment Advisors, Inc. | 1,366 | $111.8K | 0.08% | +1,366 | New |
| Quarry LP | 1,349 | $110.4K | 0.03% | +1,089+418.8% | Added |
| Signaturefd, LLC | 1,333 | $109.1K | 0.00% | −454−25.4% | Reduced |
| Natixis Investment Managers International | 1,326 | $108.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,152 | $94.3K | 0.00% | −258−18.3% | Reduced |
| Ostrum Asset Management | 989 | $81.0K | 0.01% | −724−42.3% | Reduced |
| GeoWealth Management, LLC | 982 | $80.4K | 0.00% | +982 | New |
| Oarsman Capital, Inc. | 946 | $77.4K | 0.01% | +946 | New |
| GAMMA Investing LLC | 939 | $76.9K | 0.01% | +344+57.8% | Added |
| Harbor Investment Advisory, LLC | 927 | $75.9K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 900 | $73.7K | 0.02% | +900 | New |
| Advisor Group Holdings, Inc. | 817 | $66.9K | 0.00% | −933−53.3% | Reduced |
| Fifth Third Bancorp | 757 | $62.0K | 0.00% | −10−1.3% | Reduced |
| First Horizon Advisors, Inc. | 740 | $60.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 588 | $48.1K | 0.00% | −177−23.1% | Reduced |
| Proequities, Inc. | 577 | $47.2K | 0.00% | −2−0.3% | Reduced |
| DekaBank Deutsche Girozentrale | 549 | $43.0K | 0.00% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 473 | $38.7K | 0.03% | +473 | New |
| Huntington National Bank | 405 | $33.1K | 0.00% | −6−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 358 | $29.3K | 0.00% | +60+20.1% | Added |
| Rise Advisors, LLC | 345 | $28.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 293 | $24.0K | 0.00% | +237+423.2% | Added |
| Toth Financial Advisory Corp | 290 | $23.7K | 0.00% | −3,360−92.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 288 | $23.6K | 0.00% | +134+87.0% | Added |
| Ronald Blue Trust, Inc. | 272 | $23.4K | 0.00% | +272 | New |
| Smartleaf Asset Management LLC | 286 | $22.9K | 0.00% | +30+11.7% | Added |
| Clearstead Advisors, LLC | 276 | $22.6K | 0.00% | −96−25.8% | Reduced |
| Umb Bank N A | 250 | $20.5K | 0.00% | +194+346.4% | Added |
| Northwestern Mutual Wealth Management Co | 249 | $20.4K | 0.00% | +127+104.1% | Added |
| Planning Capital Management Corp | 234 | $19.2K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 232 | $18.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 226 | $18.5K | 0.00% | +146+182.5% | Added |
| Whittier Trust Co of Nevada Inc | 222 | $18.2K | 0.00% | +222 | New |
| Ci Investments Inc. | 213 | $17.0K | 0.00% | +57+36.5% | Added |
| Asset Dedication, LLC | 190 | $15.6K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 190 | $15.6K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 187 | $15.3K | 0.01% | +57+43.8% | Added |
| Macroview Investment Management LLC | 180 | $14.7K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 179 | $14.7K | 0.00% | +179 | New |
| Private Trust Co NA | 151 | $12.4K | 0.00% | −24−13.7% | Reduced |
| WR Wealth Planners, LLC | 150 | $12.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 144 | $11.8K | 0.00% | +1+0.7% | Added |
| Washington Trust Advisors, Inc. | 143 | $11.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 117 | $9.58K | 0.00% | +117 | New |
| Mather Group, LLC. | 111 | $9.09K | 0.00% | −68−38.0% | Reduced |
| Johnson Financial Group, Inc. | 110 | $9.00K | 0.00% | +110 | New |
| Allworth Financial LP | 105 | $8.60K | 0.00% | −12−10.3% | Reduced |
| Jones Financial Companies LLLP | 106 | $8.47K | 0.00% | +75+241.9% | Added |
| Park Place Capital Corp | 102 | $8.35K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 97 | $7.94K | 0.00% | −72−42.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 90 | $7.37K | 0.00% | +17+23.3% | Added |
| Sterling Capital Management LLC | 87 | $7.12K | 0.00% | +87 | New |
| SRS Capital Advisors, Inc. | 82 | $6.71K | 0.00% | −10−10.9% | Reduced |
| Hillsdale Investment Management Inc. | 80 | $6.55K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 70 | $5.73K | 0.00% | +35+100.0% | Added |
| Creative Financial Designs Inc | 70 | $5.73K | 0.00% | +70 | New |
| Eagle Bay Advisors LLC | 65 | $5.32K | 0.00% | −38−36.9% | Reduced |
| LGT Financial Advisors LLC | 61 | $4.99K | 0.01% | 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 |
| Central Trust Co | 57 | $4.67K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 54 | $4.42K | 0.00% | +14+35.0% | Added |
| Bellevue Asset Management, LLC | 54 | $4.42K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $4.01K | 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 |
| Bell Investment Advisors, Inc | 47 | $3.85K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 40 | $3.83K | 0.00% | −14−25.9% | Reduced |
| Bogart Wealth, LLC | 46 | $3.77K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $3.68K | 0.00% | +1+2.3% | Added |
| Farmers & Merchants Investments Inc | 38 | $3.11K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $2.78K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 30 | $2.46K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $2.05K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 23 | $1.88K | 0.00% | +23 | New |
| Harbour Investments, Inc. | 19 | $1.55K | 0.00% | +8+72.7% | Added |
| Capital Performance Advisors LLP | 19 | $1.55K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $983 | 0.00% | −25−67.6% | Reduced |
| Abound Wealth Management | 10 | $819 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $819 | 0.00% | +10 | New |
| IFP Advisors, Inc | 9 | $737 | 0.00% | −14−60.9% | Reduced |
| Riverview Trust Co | 6 | $491 | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 5 | $410 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4 | $327 | 0.00% | +4 | New |
| Sandy Spring Bank | 2 | $164 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 2 | $164 | 0.00% | +2 | New |