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 |
|---|---|---|---|---|---|
| CWM, LLC | 2,877 | $276.0K | 0.00% | −758−20.9% | Reduced |
| Verition Fund Management LLC | 2,858 | $274.2K | 0.00% | +2,858 | New |
| Dakota Wealth Management | 2,843 | $272.8K | 0.01% | +43+1.5% | Added |
| Ieq Capital, LLC | 2,822 | $270.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 2,810 | $269.6K | 0.01% | −109−3.7% | Reduced |
| Farallon Capital Management, L.L.C. | 2,800 | $268.7K | 0.00% | 00.0% | Unchanged |
| Optimize Financial Inc | 2,772 | $266.0K | 0.20% | +2,772 | New |
| Grant Private Wealth Management Inc | 2,759 | $264.7K | 0.29% | +2,759 | New |
| Level Four Advisory Services, LLC | 2,736 | $262.5K | 0.01% | +138+5.3% | Added |
| HB Wealth Management, LLC | 2,717 | $260.7K | 0.00% | +2,717 | New |
| HSBC Holdings PLC | 2,694 | $258.7K | 0.00% | −71,248−96.4% | Reduced |
| MML Investors Services, LLC | 2,665 | $256.0K | 0.00% | +97+3.8% | Added |
| CIBC Asset Management Inc | 2,640 | $253.3K | 0.00% | +139+5.6% | Added |
| New Age Alpha Advisors, LLC | 2,591 | $248.6K | 0.01% | +2,591 | New |
| Stratos Wealth Partners, LTD. | 2,564 | $246.0K | 0.00% | −8−0.3% | Reduced |
| Shell Asset Management Co | 2,540 | $244.0K | 0.01% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 2,521 | $241.9K | 0.03% | +2,521 | New |
| GTS Securities LLC | 2,493 | $239.2K | 0.01% | +2,493 | New |
| Venturi Wealth Management, LLC | 2,485 | $238.4K | 0.01% | +2,485 | New |
| Everence Capital Management Inc | 2,430 | $233.0K | 0.02% | +2,430 | New |
| Brinker Capital Investments, LLC | 2,395 | $229.8K | 0.00% | −865−26.5% | Reduced |
| Orion Portfolio Solutions, LLC | 2,395 | $229.8K | 0.00% | −865−26.5% | Reduced |
| Amica Retiree Medical Trust | 2,386 | $229.0K | 0.22% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,377 | $228.1K | 0.00% | +2,377 | New |
| Peapack Gladstone Financial Corp | 2,357 | $226.0K | 0.00% | +2,357 | New |
| Portside Wealth Group, LLC | 2,349 | $225.4K | 0.04% | +2,349 | New |
| Entropy Technologies, LP | 2,332 | $223.8K | 0.02% | +2,332 | New |
| Quadrant Capital Group LLC | 2,330 | $223.6K | 0.02% | +233+11.1% | Added |
| Convergence Investment Partners, LLC | 2,262 | $217.0K | 0.05% | +2,262 | New |
| Hennion & Walsh Asset Management, Inc. | 2,240 | $214.9K | 0.01% | +2,240 | New |
| Forum Financial Management, LP | 2,232 | $214.2K | 0.00% | +2,232 | New |
| Greenleaf Trust | 2,232 | $214.2K | 0.00% | +2,232 | New |
| Aristeia Capital LLC | 2,177 | $208.9K | 0.01% | +2,177 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,141 | $205.4K | 0.01% | +2,141 | New |
| Private Advisor Group, LLC | 2,112 | $202.6K | 0.00% | −432−17.0% | Reduced |
| Brevan Howard Capital Management LP | 2,089 | $200.4K | 0.00% | +2,089 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,974 | $192.4K | 0.00% | +475+31.7% | Added |
| 1620 Investment Advisors, Inc. | 1,973 | $189.3K | 0.14% | +607+44.4% | Added |
| Daiwa Securities Group Inc. | 1,950 | $187.0K | 0.00% | +150+8.3% | Added |
| Ostrum Asset Management | 1,868 | $179.2K | 0.02% | +879+88.9% | Added |
| Bryn Mawr Trust Co | 1,826 | $175.2K | 0.00% | −6−0.3% | Reduced |
| RiverPark Advisors, LLC | 1,753 | $168.2K | 0.14% | −1,061−37.7% | Reduced |
| Covestor Ltd | 1,492 | $143.0K | 0.09% | −32−2.1% | Reduced |
| Mattson Financial Services, LLC | 1,721 | $140.9K | 0.05% | −3,743−68.5% | Reduced |
| Natixis Investment Managers International | 1,326 | $127.2K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,285 | $123.3K | 0.00% | +1,179+1,112.3% | Added |
| GAMMA Investing LLC | 1,248 | $119.7K | 0.01% | +309+32.9% | Added |
| Signaturefd, LLC | 1,160 | $111.3K | 0.00% | −173−13.0% | Reduced |
| Parallel Advisors, LLC | 1,154 | $110.7K | 0.00% | +2+0.2% | Added |
| Advisor Group Holdings, Inc. | 1,142 | $109.6K | 0.00% | +325+39.8% | Added |
| First Horizon Advisors, Inc. | 1,115 | $107.0K | 0.00% | +375+50.7% | Added |
| Oarsman Capital, Inc. | 997 | $95.7K | 0.02% | +51+5.4% | Added |
| GeoWealth Management, LLC | 975 | $93.6K | 0.00% | −7−0.7% | Reduced |
| Kapitalo Investimentos Ltda | 933 | $89.5K | 0.06% | +933 | New |
| Harbor Investment Advisory, LLC | 927 | $88.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 813 | $78.0K | 0.00% | +56+7.4% | Added |
| Huntington National Bank | 767 | $73.6K | 0.00% | +362+89.4% | Added |
| Lindbrook Capital, LLC | 750 | $72.0K | 0.01% | +162+27.6% | Added |
| Proequities, Inc. | 566 | $59.9K | 0.00% | −11−1.9% | Reduced |
| DekaBank Deutsche Girozentrale | 549 | $52.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 512 | $49.1K | 0.00% | +512 | New |
| Skandinaviska Enskilda Banken AB (publ) | 468 | $45.3K | 0.00% | +445+1,934.8% | Added |
| Umb Bank N A | 414 | $39.7K | 0.00% | +164+65.6% | Added |
| Smartleaf Asset Management LLC | 384 | $37.2K | 0.00% | +98+34.3% | Added |
| MAI Capital Management | 350 | $33.6K | 0.00% | +350 | New |
| Rise Advisors, LLC | 345 | $33.1K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 305 | $29.3K | 0.00% | −53−14.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 301 | $28.9K | 0.00% | +13+4.5% | Added |
| Transce3nd, LLC | 300 | $28.8K | 0.01% | +300 | New |
| Toth Financial Advisory Corp | 290 | $27.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 276 | $26.5K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 267 | $25.6K | 0.00% | +267 | New |
| Northwestern Mutual Wealth Management Co | 237 | $22.7K | 0.00% | −12−4.8% | Reduced |
| Coppell Advisory Solutions LLC | 232 | $22.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 232 | $22.3K | 0.02% | +232 | New |
| Whittier Trust Co of Nevada Inc | 222 | $21.3K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 216 | $20.7K | 0.00% | +105+94.6% | Added |
| Geneos Wealth Management Inc. | 209 | $20.1K | 0.00% | −17−7.5% | Reduced |
| Asset Dedication, LLC | 190 | $18.2K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 190 | $18.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 162 | $17.1K | 0.00% | +57+54.3% | Added |
| Massmutual Trust Co FSB | 160 | $15.4K | 0.00% | +16+11.1% | Added |
| Ci Investments Inc. | 159 | $15.0K | 0.00% | −54−25.4% | Reduced |
| New Wave Wealth Advisors LLC | 150 | $14.4K | 0.01% | +150 | New |
| EverSource Wealth Advisors, LLC | 139 | $13.3K | 0.00% | +80+135.6% | Added |
| Private Trust Co NA | 127 | $12.2K | 0.00% | −24−15.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 106 | $10.2K | 0.00% | +16+17.8% | Added |
| Ronald Blue Trust, Inc. | 103 | $9.88K | 0.00% | −169−62.1% | Reduced |
| Park Place Capital Corp | 102 | $9.79K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $9.60K | 0.00% | +30+42.9% | Added |
| Washington Trust Advisors, Inc. | 93 | $8.92K | 0.00% | −50−35.0% | Reduced |
| Sterling Capital Management LLC | 87 | $8.35K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 78 | $7.48K | 0.00% | +13+20.0% | Added |
| MCF Advisors LLC | 75 | $7.20K | 0.00% | −42−35.9% | Reduced |
| LGT Financial Advisors LLC | 75 | $7.20K | 0.02% | +14+23.0% | Added |
| Johnson Financial Group, Inc. | 65 | $7.18K | 0.00% | −45−40.9% | Reduced |
| Farther Finance Advisors, LLC | 71 | $6.81K | 0.00% | −222−75.8% | Reduced |
| Principal Securities, Inc. | 69 | $6.62K | 0.00% | +15+27.8% | Added |
| Global Retirement Partners, LLC | 65 | $6.24K | 0.00% | −32−33.0% | Reduced |
| Skopos Labs, Inc. | 65 | $6.24K | 0.00% | +65 | New |