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, Q1 2025
Institutional positions in Healthequity, Inc. as of Mar 31, 2025. 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
- 464
- +30 vs. Q4 2024
- Shares held
- 93.0M
- +3.42M (+3.8%) vs. Q4 2024
- Total value
- $8.20B
- −$396.8M (−4.6%) vs. Q4 2024
- New holders
- 77
- 198 more added
- Sold out
- 47
- 140 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 3,636 | $321.3K | 0.01% | +508+16.2% | Added |
| MML Investors Services, LLC | 3,583 | $317.0K | 0.00% | +918+34.4% | Added |
| Aristeia Capital LLC | 3,492 | $308.6K | 0.01% | +1,315+60.4% | Added |
| AlphaQ Advisors LLC | 3,430 | $303.1K | 0.73% | +165+5.1% | Added |
| Mount Yale Investment Advisors, LLC | 3,410 | $301.3K | 0.03% | −47−1.4% | Reduced |
| Avanza Fonder AB | 3,372 | $299.2K | 0.01% | −600−15.1% | Reduced |
| Level Four Advisory Services, LLC | 3,380 | $298.7K | 0.01% | +644+23.5% | Added |
| CWM, LLC | 3,287 | $290.0K | 0.00% | +410+14.3% | Added |
| Brinker Capital Investments, LLC | 3,280 | $289.9K | 0.00% | +885+37.0% | Added |
| Orion Portfolio Solutions, LLC | 3,280 | $289.9K | 0.00% | +885+37.0% | Added |
| Congress Wealth Management LLC | 3,273 | $289.4K | 0.00% | +3,273 | New |
| HB Wealth Management, LLC | 3,248 | $287.0K | 0.00% | +531+19.5% | Added |
| MeadowBrook Investment Advisors LLC | 3,200 | $282.8K | 0.26% | −310−8.8% | Reduced |
| Shelton Capital Management | 3,177 | $280.8K | 0.01% | −101−3.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,137 | $277.2K | 0.01% | +897+40.0% | Added |
| HSBC Holdings PLC | 3,089 | $272.6K | 0.00% | +395+14.7% | Added |
| Private Advisor Group, LLC | 3,038 | $268.5K | 0.00% | +926+43.8% | Added |
| Curated Wealth Partners LLC | 2,946 | $260.3K | 0.03% | +425+16.9% | Added |
| Ieq Capital, LLC | 2,945 | $260.3K | 0.00% | +123+4.4% | Added |
| Integrated Advisors Network LLC | 2,936 | $259.5K | 0.01% | +2,936 | New |
| Jones Financial Companies LLLP | 2,934 | $255.1K | 0.00% | +1,649+128.3% | Added |
| City Center Advisors, LLC | 2,836 | $250.6K | 0.29% | −990−25.9% | Reduced |
| Martingale Asset Management L P | 2,804 | $247.8K | 0.01% | +2,804 | New |
| Dakota Wealth Management | 2,794 | $246.9K | 0.01% | −49−1.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,793 | $246.8K | 0.01% | −17−0.6% | Reduced |
| CIBC Asset Management Inc | 2,700 | $238.6K | 0.00% | +60+2.3% | Added |
| Portside Wealth Group, LLC | 2,667 | $235.7K | 0.04% | +318+13.5% | Added |
| Scharf Investments, LLC | 2,652 | $234.4K | 0.01% | −228−7.9% | Reduced |
| Grant Private Wealth Management Inc | 2,631 | $232.5K | 0.25% | −128−4.6% | Reduced |
| David Loasby | 2,838 | $226.9K | 0.02% | −38−1.3% | Reduced |
| Truist Financial Corp | 2,538 | $224.3K | 0.00% | +2,538 | New |
| Venturi Wealth Management, LLC | 2,485 | $219.6K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,435 | $215.0K | 0.01% | −105−4.1% | Reduced |
| Everence Capital Management Inc | 2,430 | $215.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 2,407 | $212.7K | 0.00% | +175+7.8% | Added |
| Ballentine Partners, LLC | 2,392 | $211.4K | 0.00% | +15+0.6% | Added |
| Massar Capital Management, LP | 2,359 | $208.5K | 0.25% | +2,359 | New |
| Peapack Gladstone Financial Corp | 2,344 | $207.0K | 0.00% | −13−0.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 2,330 | $205.9K | 0.09% | +2,330 | New |
| Advisors Asset Management, Inc. | 2,327 | $205.6K | 0.00% | +2,327 | New |
| Forum Financial Management, LP | 2,291 | $202.5K | 0.00% | +59+2.6% | Added |
| Gibbs Wealth Management | 2,290 | $202.4K | 0.05% | +2,290 | New |
| Summitry LLC | 2,273 | $200.9K | 0.01% | +2,273 | New |
| Anb Bank | 2,268 | $200.4K | 0.09% | +2,268 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,166 | $191.4K | 0.00% | +192+9.7% | Added |
| Daiwa Securities Group Inc. | 2,100 | $186.0K | 0.00% | +150+7.7% | Added |
| 1620 Investment Advisors, Inc. | 2,097 | $185.3K | 0.14% | +124+6.3% | Added |
| RiverPark Advisors, LLC | 2,006 | $177.3K | 0.14% | +253+14.4% | Added |
| Mattson Financial Services, LLC | 1,988 | $175.7K | 0.05% | +267+15.5% | Added |
| Coldstream Capital Management Inc | 1,889 | $166.9K | 0.00% | +1,889 | New |
| Aviso Financial Inc. | 1,793 | $158.4K | 0.01% | +1,793 | New |
| GAMMA Investing LLC | 1,571 | $138.8K | 0.01% | +323+25.9% | Added |
| Vega Investment Solutions | 1,533 | $135.5K | 0.03% | +1,533 | New |
| Ostrum Asset Management | 1,533 | $135.5K | 0.01% | −335−17.9% | Reduced |
| Amica Retiree Medical Trust | 1,528 | $135.0K | 0.21% | −858−36.0% | Reduced |
| Quest Partners LLC | 1,430 | $126.4K | 0.01% | +1,430 | New |
| Bryn Mawr Trust Co | 1,293 | $114.3K | 0.00% | −533−29.2% | Reduced |
| Covestor Ltd | 1,213 | $107.0K | 0.07% | −279−18.7% | Reduced |
| Parallel Advisors, LLC | 1,182 | $104.5K | 0.00% | +28+2.4% | Added |
| Walleye Capital LLC | 1,111 | $98.2K | 0.00% | +1,111 | New |
| First Horizon Advisors, Inc. | 1,082 | $95.6K | 0.00% | −33−3.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,071 | $94.7K | 0.00% | +603+128.8% | Added |
| Signaturefd, LLC | 1,064 | $94.0K | 0.00% | −96−8.3% | Reduced |
| Fifth Third Bancorp | 955 | $84.4K | 0.00% | +142+17.5% | Added |
| Harbor Investment Advisory, LLC | 927 | $81.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 848 | $74.9K | 0.00% | +434+104.8% | Added |
| Optiver Holding B.V. | 840 | $74.2K | 0.00% | +840 | New |
| Lindbrook Capital, LLC | 770 | $68.0K | 0.01% | +20+2.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 757 | $66.9K | 0.00% | −501,815−99.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 738 | $65.0K | 0.00% | +738 | New |
| Larson Financial Group LLC | 689 | $60.9K | 0.00% | +642+1,366.0% | Added |
| Northwestern Mutual Wealth Management Co | 655 | $57.9K | 0.00% | +418+176.4% | Added |
| DekaBank Deutsche Girozentrale | 549 | $47.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 485 | $42.9K | 0.00% | +420+646.2% | Added |
| Nomura Asset Management Co Ltd | 420 | $37.1K | 0.00% | +420 | New |
| Smartleaf Asset Management LLC | 391 | $34.0K | 0.00% | +7+1.8% | Added |
| MAI Capital Management | 353 | $31.2K | 0.00% | +3+0.9% | Added |
| Aster Capital Management (DIFC) Ltd | 278 | $30.5K | 0.01% | +278 | New |
| Huntington National Bank | 342 | $30.2K | 0.00% | −425−55.4% | Reduced |
| Versant Capital Management, Inc | 322 | $28.5K | 0.00% | +322 | New |
| WPG Advisers, LLC | 321 | $28.4K | 0.03% | +89+38.4% | Added |
| SRS Capital Advisors, Inc. | 314 | $27.7K | 0.00% | +264+528.0% | Added |
| Rise Advisors, LLC | 305 | $27.0K | 0.01% | −40−11.6% | Reduced |
| Transce3nd, LLC | 300 | $26.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 291 | $25.7K | 0.00% | +15+5.4% | Added |
| Toth Financial Advisory Corp | 290 | $25.6K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 267 | $23.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 250 | $22.1K | 0.00% | +41+19.6% | Added |
| Mather Group, LLC. | 245 | $21.7K | 0.00% | +29+13.4% | Added |
| Global Financial Private Client, LLC | 244 | $21.6K | 0.01% | +241+8,033.3% | Added |
| Harvest Fund Management Co., Ltd | 231 | $20.0K | 0.00% | −5,103−95.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 222 | $19.6K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 199 | $17.6K | 0.00% | +199 | New |
| Red Tortoise LLC | 190 | $16.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 195 | $16.7K | 0.00% | +33+20.4% | Added |
| Skopos Labs, Inc. | 187 | $16.5K | 0.00% | +122+187.7% | Added |
| Spire Wealth Management | 173 | $15.3K | 0.00% | +173 | New |
| Asset Dedication, LLC | 171 | $15.1K | 0.00% | −19−10.0% | Reduced |
| Massmutual Trust Co FSB | 169 | $14.9K | 0.00% | +9+5.6% | Added |
| Vision Financial Markets LLC | 165 | $14.6K | 0.02% | +165 | New |