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, Q4 2024
Institutional positions in Healthequity, Inc. as of Dec 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
- 441
- +46 vs. Q3 2024
- Shares held
- 90.2M
- +2.30M (+2.6%) vs. Q3 2024
- Total value
- $8.66B
- +$1.46B (+20.2%) vs. Q3 2024
- New holders
- 89
- 162 more added
- Sold out
- 43
- 143 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $96 | 0.00% | +1 | New |
| Sandy Spring Bank | 2 | $192 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $192 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $192 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 3 | $288 | 0.00% | +3 | New |
| Golden State Wealth Management, LLC | 4 | $384 | 0.00% | +4 | New |
| Amundi | 4 | $399 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 5 | $480 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $480 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $480 | 0.00% | +5 | New |
| Riverview Trust Co | 6 | $576 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $960 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $960 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 10 | $1.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $1.06K | 0.00% | −2−15.4% | Reduced |
| Parkside Financial Bank & Trust | 11 | $1.06K | 0.00% | +11 | New |
| Sachetta, LLC | 12 | $1.15K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.25K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $1.26K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 15 | $1.44K | 0.00% | −15−50.0% | Reduced |
| Whipplewood Advisors, LLC | 15 | $1.44K | 0.00% | +15 | New |
| Cassady Schiller Wealth Management, LLC | 16 | $1.53K | 0.00% | +16 | New |
| Rakuten Securities, Inc. | 20 | $1.92K | 0.00% | +20 | New |
| Beacon Capital Management, LLC | 25 | $2.40K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 31 | $2.98K | 0.00% | +22+244.4% | Added |
| Sugarloaf Wealth Management, LLC | 32 | $3.07K | 0.00% | +32 | New |
| Private Wealth Management Group, LLC | 34 | $3.26K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 35 | $3.36K | 0.00% | −5−12.5% | Reduced |
| Bellevue Asset Management, LLC | 36 | $3.45K | 0.00% | −18−33.3% | Reduced |
| Farmers & Merchants Investments Inc | 38 | $3.65K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 45 | $4.00K | 0.00% | −1−2.2% | Reduced |
| JFS Wealth Advisors, LLC | 45 | $4.32K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 46 | $4.41K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $4.51K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 47 | $4.51K | 0.00% | +47 | New |
| High Note Wealth, LLC | 47 | $4.51K | 0.00% | +47 | New |
| Manchester Capital Management LLC | 49 | $4.70K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $4.80K | 0.00% | −32−39.0% | Reduced |
| Central Trust Co | 57 | $5.47K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 69 | $6.00K | 0.00% | +14+25.5% | Added |
| Global Retirement Partners, LLC | 65 | $6.24K | 0.00% | −32−33.0% | Reduced |
| Skopos Labs, Inc. | 65 | $6.24K | 0.00% | +65 | New |
| Principal Securities, Inc. | 69 | $6.62K | 0.00% | +15+27.8% | Added |
| Farther Finance Advisors, LLC | 71 | $6.81K | 0.00% | −222−75.8% | Reduced |
| Johnson Financial Group, Inc. | 65 | $7.18K | 0.00% | −45−40.9% | Reduced |
| LGT Financial Advisors LLC | 75 | $7.20K | 0.02% | +14+23.0% | Added |
| MCF Advisors LLC | 75 | $7.20K | 0.00% | −42−35.9% | Reduced |
| Eagle Bay Advisors LLC | 78 | $7.48K | 0.00% | +13+20.0% | Added |
| Sterling Capital Management LLC | 87 | $8.35K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 93 | $8.92K | 0.00% | −50−35.0% | Reduced |
| Rothschild Investment LLC | 100 | $9.60K | 0.00% | +30+42.9% | Added |
| Park Place Capital Corp | 102 | $9.79K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 103 | $9.88K | 0.00% | −169−62.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 106 | $10.2K | 0.00% | +16+17.8% | Added |
| Private Trust Co NA | 127 | $12.2K | 0.00% | −24−15.9% | Reduced |
| EverSource Wealth Advisors, LLC | 139 | $13.3K | 0.00% | +80+135.6% | Added |
| New Wave Wealth Advisors LLC | 150 | $14.4K | 0.01% | +150 | New |
| Ci Investments Inc. | 159 | $15.0K | 0.00% | −54−25.4% | Reduced |
| Massmutual Trust Co FSB | 160 | $15.4K | 0.00% | +16+11.1% | Added |
| Allworth Financial LP | 162 | $17.1K | 0.00% | +57+54.3% | Added |
| Asset Dedication, LLC | 190 | $18.2K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 190 | $18.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 209 | $20.1K | 0.00% | −17−7.5% | Reduced |
| Mather Group, LLC. | 216 | $20.7K | 0.00% | +105+94.6% | Added |
| Whittier Trust Co of Nevada Inc | 222 | $21.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 232 | $22.3K | 0.02% | +232 | New |
| Coppell Advisory Solutions LLC | 232 | $22.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 237 | $22.7K | 0.00% | −12−4.8% | Reduced |
| Arcadia Investment Management Corp | 267 | $25.6K | 0.00% | +267 | New |
| Clearstead Advisors, LLC | 276 | $26.5K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 290 | $27.8K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 300 | $28.8K | 0.01% | +300 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 301 | $28.9K | 0.00% | +13+4.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 305 | $29.3K | 0.00% | −53−14.8% | Reduced |
| Rise Advisors, LLC | 345 | $33.1K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 350 | $33.6K | 0.00% | +350 | New |
| Smartleaf Asset Management LLC | 384 | $37.2K | 0.00% | +98+34.3% | Added |
| Umb Bank N A | 414 | $39.7K | 0.00% | +164+65.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 468 | $45.3K | 0.00% | +445+1,934.8% | Added |
| Group One Trading, L.P. | 512 | $49.1K | 0.00% | +512 | New |
| DekaBank Deutsche Girozentrale | 549 | $52.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 566 | $59.9K | 0.00% | −11−1.9% | Reduced |
| Lindbrook Capital, LLC | 750 | $72.0K | 0.01% | +162+27.6% | Added |
| Huntington National Bank | 767 | $73.6K | 0.00% | +362+89.4% | Added |
| Fifth Third Bancorp | 813 | $78.0K | 0.00% | +56+7.4% | Added |
| Harbor Investment Advisory, LLC | 927 | $88.9K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 933 | $89.5K | 0.06% | +933 | New |
| GeoWealth Management, LLC | 975 | $93.6K | 0.00% | −7−0.7% | Reduced |
| Oarsman Capital, Inc. | 997 | $95.7K | 0.02% | +51+5.4% | Added |
| First Horizon Advisors, Inc. | 1,115 | $107.0K | 0.00% | +375+50.7% | Added |
| Advisor Group Holdings, Inc. | 1,142 | $109.6K | 0.00% | +325+39.8% | Added |
| Parallel Advisors, LLC | 1,154 | $110.7K | 0.00% | +2+0.2% | Added |
| Signaturefd, LLC | 1,160 | $111.3K | 0.00% | −173−13.0% | Reduced |
| GAMMA Investing LLC | 1,248 | $119.7K | 0.01% | +309+32.9% | Added |
| Jones Financial Companies LLLP | 1,285 | $123.3K | 0.00% | +1,179+1,112.3% | Added |
| Natixis Investment Managers International | 1,326 | $127.2K | 0.01% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 1,721 | $140.9K | 0.05% | −3,743−68.5% | Reduced |
| Covestor Ltd | 1,492 | $143.0K | 0.09% | −32−2.1% | Reduced |
| RiverPark Advisors, LLC | 1,753 | $168.2K | 0.14% | −1,061−37.7% | Reduced |