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, Q2 2025
Institutional positions in Healthequity, Inc. as of Jun 30, 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
- 487
- +30 vs. Q1 2025
- Shares held
- 91.3M
- −1.42M (−1.5%) vs. Q1 2025
- Total value
- $9.56B
- +$1.39B (+17.0%) vs. Q1 2025
- New holders
- 80
- 177 more added
- Sold out
- 50
- 175 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 756 | $79.2K | 0.00% | +753+25,100.0% | Added |
| Vega Investment Solutions | 779 | $81.6K | 0.02% | −754−49.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 863 | $90.0K | 0.00% | +863 | New |
| Steward Partners Investment Advisory, LLC | 862 | $90.3K | 0.00% | −14,179−94.3% | Reduced |
| Umb Bank N A | 866 | $90.7K | 0.00% | +18+2.1% | Added |
| Optiver Holding B.V. | 883 | $92.5K | 0.00% | +43+5.1% | Added |
| Fifth Third Bancorp | 908 | $95.1K | 0.00% | −47−4.9% | Reduced |
| Harbor Investment Advisory, LLC | 927 | $97.1K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 970 | $101.6K | 0.00% | +679+233.3% | Added |
| First Horizon Advisors, Inc. | 1,064 | $111.5K | 0.00% | −18−1.7% | Reduced |
| Hantz Financial Services, Inc. | 1,102 | $115.0K | 0.00% | +1,061+2,587.8% | Added |
| NBC Securities, Inc. | 1,108 | $116.0K | 0.01% | +1,108 | New |
| Amica Retiree Medical Trust | 1,153 | $121.0K | 0.17% | −375−24.5% | Reduced |
| Signaturefd, LLC | 1,286 | $134.7K | 0.00% | +222+20.9% | Added |
| Bryn Mawr Trust Co | 1,293 | $135.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,447 | $151.6K | 0.00% | +265+22.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 1,673 | $175.2K | 0.00% | +602+56.2% | Added |
| Skopos Labs, Inc. | 1,702 | $178.3K | 0.02% | +1,515+810.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,875 | $196.4K | 0.00% | −291−13.4% | Reduced |
| Aviso Financial Inc. | 1,882 | $197.2K | 0.01% | +89+5.0% | Added |
| Daiwa Securities Group Inc. | 1,900 | $199.0K | 0.00% | −200−9.5% | Reduced |
| Private Advisor Group, LLC | 1,929 | $202.1K | 0.00% | −1,109−36.5% | Reduced |
| Abel Hall, LLC | 1,939 | $203.1K | 0.09% | +1,939 | New |
| Merit Financial Group, LLC | 1,940 | $203.2K | 0.00% | +1,940 | New |
| David Loasby | 2,267 | $206.4K | 0.02% | −571−20.1% | Reduced |
| Caisse des Depots Et Consignations | 1,987 | $208.2K | 0.01% | −15,311−88.5% | Reduced |
| Shell Asset Management Co | 1,998 | $209.0K | 0.01% | −437−17.9% | Reduced |
| GAMMA Investing LLC | 2,006 | $210.1K | 0.01% | +435+27.7% | Added |
| Summit Trail Advisors, LLC | 2,009 | $210.5K | 0.00% | −1,627−44.7% | Reduced |
| PharVision Advisers, LLC | 2,019 | $211.5K | 0.30% | +2,019 | New |
| Coldstream Capital Management Inc | 2,027 | $212.3K | 0.00% | +138+7.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,072 | $217.1K | 0.01% | +2,072 | New |
| 1620 Investment Advisors, Inc. | 2,090 | $218.9K | 0.16% | −7−0.3% | Reduced |
| RiverPark Advisors, LLC | 2,176 | $228.0K | 0.14% | +170+8.5% | Added |
| Anb Bank | 2,204 | $230.9K | 0.10% | −64−2.8% | Reduced |
| Swiss Life Asset Management Ltd | 2,235 | $234.1K | 0.00% | +2,235 | New |
| Great Lakes Advisors, LLC | 2,239 | $234.6K | 0.00% | +2,239 | New |
| Forum Financial Management, LP | 2,296 | $240.5K | 0.00% | +5+0.2% | Added |
| Index Fund Advisors, Inc. | 2,344 | $245.6K | 0.01% | +2,344 | New |
| Curated Wealth Partners LLC | 2,381 | $249.4K | 0.03% | −565−19.2% | Reduced |
| KBC Group NV | 2,411 | $253.0K | 0.00% | −1,341−35.7% | Reduced |
| Everence Capital Management Inc | 2,430 | $255.0K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,437 | $255.3K | 0.00% | +110+4.7% | Added |
| Peapack Gladstone Financial Corp | 2,456 | $257.0K | 0.00% | +112+4.8% | Added |
| Gibbs Wealth Management | 2,471 | $258.9K | 0.05% | +181+7.9% | Added |
| Venturi Wealth Management, LLC | 2,485 | $260.3K | 0.01% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 2,509 | $262.8K | 0.09% | +2,509 | New |
| Blueshift Asset Management, LLC | 2,558 | $268.0K | 0.08% | −10,108−79.8% | Reduced |
| Cresset Asset Management, LLC | 2,571 | $269.3K | 0.00% | −2,776−51.9% | Reduced |
| Truist Financial Corp | 2,590 | $271.3K | 0.00% | +52+2.0% | Added |
| National Asset Management, Inc. | 2,608 | $273.2K | 0.01% | +2,608 | New |
| Scharf Investments, LLC | 2,652 | $277.8K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,699 | $282.7K | 0.04% | +32+1.2% | Added |
| CIBC Asset Management Inc | 2,700 | $282.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 2,800 | $293.3K | 0.01% | +7+0.3% | Added |
| Ieq Capital, LLC | 2,828 | $296.3K | 0.00% | −117−4.0% | Reduced |
| Dakota Wealth Management | 2,833 | $296.8K | 0.01% | +39+1.4% | Added |
| HB Wealth Management, LLC | 2,844 | $297.9K | 0.00% | −404−12.4% | Reduced |
| Summitry LLC | 2,884 | $302.1K | 0.01% | +611+26.9% | Added |
| Graham Capital Management, L.P. | 2,892 | $303.0K | 0.01% | +2,892 | New |
| Aristeia Capital LLC | 2,907 | $304.5K | 0.01% | −585−16.8% | Reduced |
| Sivia Capital Partners, LLC | 2,919 | $305.8K | 0.10% | +2,919 | New |
| Greenleaf Trust | 2,943 | $308.3K | 0.00% | +536+22.3% | Added |
| Jones Financial Companies LLLP | 3,061 | $321.0K | 0.00% | +127+4.3% | Added |
| State of Wyoming | 3,071 | $321.7K | 0.04% | −2,844−48.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,090 | $323.7K | 0.30% | −110−3.4% | Reduced |
| Shelton Capital Management | 3,104 | $325.2K | 0.01% | −73−2.3% | Reduced |
| Bayforest Capital Ltd | 3,203 | $335.5K | 0.15% | −1,822−36.3% | Reduced |
| Mercer Global Advisors Inc | 3,213 | $336.6K | 0.00% | +3,213 | New |
| CWM, LLC | 3,243 | $340.0K | 0.00% | −44−1.3% | Reduced |
| 111 Capital | 3,262 | $341.7K | 0.06% | +3,262 | New |
| Avanza Fonder AB | 3,372 | $353.3K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,466 | $363.0K | 0.01% | −2,051−37.2% | Reduced |
| Profund Advisors LLC | 3,522 | $369.0K | 0.01% | −188−5.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,530 | $369.8K | 0.01% | +393+12.5% | Added |
| Fiduciary Trust Co | 3,549 | $371.8K | 0.00% | −225−6.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,562 | $373.2K | 0.03% | +152+4.5% | Added |
| Brinker Capital Investments, LLC | 3,770 | $394.9K | 0.00% | +490+14.9% | Added |
| Nisa Investment Advisors, LLC | 3,787 | $396.7K | 0.00% | +108+2.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,821 | $400.3K | 0.01% | +3,821 | New |
| Jain Global LLC | 3,878 | $406.3K | 0.01% | +3,878 | New |
| Level Four Advisory Services, LLC | 3,972 | $416.1K | 0.02% | +592+17.5% | Added |
| MML Investors Services, LLC | 3,998 | $419.0K | 0.00% | +415+11.6% | Added |
| Options Solutions, LLC | 4,110 | $430.8K | 0.15% | +4,110 | New |
| Arkadios Wealth Advisors | 4,135 | $433.2K | 0.01% | +446+12.1% | Added |
| Jump Financial, LLC | 4,284 | $448.8K | 0.01% | +4,284 | New |
| Keebeck Wealth Management, LLC | 4,507 | $472.2K | 0.06% | +4,507 | New |
| SG Americas Securities, LLC | 4,563 | $478.0K | 0.00% | −1,280−21.9% | Reduced |
| BTC Capital Management, Inc. | 4,646 | $485.6K | 0.04% | −947−16.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,666 | $492.2K | 0.00% | +4,666 | New |
| Scientech Research LLC | 4,770 | $499.7K | 0.12% | +4,770 | New |
| Shaker Investments LLC | 4,861 | $509.2K | 0.21% | +4,861 | New |
| CI Private Wealth, LLC | 4,913 | $514.7K | 0.00% | +4,913 | New |
| Atomi Financial Group, Inc. | 4,987 | $522.4K | 0.02% | +276+5.9% | Added |
| NJ State Employees Deferred Compensation Plan | 5,000 | $523.8K | 0.06% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5,107 | $535.0K | 0.01% | +1,834+56.0% | Added |
| Ashton Thomas Private Wealth, LLC | 5,112 | $535.5K | 0.02% | +5,112 | New |
| EP Wealth Advisors, LLC | 5,164 | $541.0K | 0.00% | −208−3.9% | Reduced |
| Sanctuary Advisors, LLC | 5,218 | $546.6K | 0.00% | +1,143+28.0% | Added |
| Commerce Bank | 5,343 | $559.7K | 0.00% | −687−11.4% | Reduced |