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 |
|---|---|---|---|---|---|
| Keebeck Wealth Management, LLC | 4,507 | $472.2K | 0.06% | +4,507 | New |
| Jump Financial, LLC | 4,284 | $448.8K | 0.01% | +4,284 | New |
| Arkadios Wealth Advisors | 4,135 | $433.2K | 0.01% | +446+12.1% | Added |
| Options Solutions, LLC | 4,110 | $430.8K | 0.15% | +4,110 | New |
| MML Investors Services, LLC | 3,998 | $419.0K | 0.00% | +415+11.6% | Added |
| Level Four Advisory Services, LLC | 3,972 | $416.1K | 0.02% | +592+17.5% | Added |
| Jain Global LLC | 3,878 | $406.3K | 0.01% | +3,878 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,821 | $400.3K | 0.01% | +3,821 | New |
| Nisa Investment Advisors, LLC | 3,787 | $396.7K | 0.00% | +108+2.9% | Added |
| Brinker Capital Investments, LLC | 3,770 | $394.9K | 0.00% | +490+14.9% | Added |
| Mount Yale Investment Advisors, LLC | 3,562 | $373.2K | 0.03% | +152+4.5% | Added |
| Fiduciary Trust Co | 3,549 | $371.8K | 0.00% | −225−6.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,530 | $369.8K | 0.01% | +393+12.5% | Added |
| Profund Advisors LLC | 3,522 | $369.0K | 0.01% | −188−5.1% | Reduced |
| Simplex Trading, LLC | 3,466 | $363.0K | 0.01% | −2,051−37.2% | Reduced |
| Avanza Fonder AB | 3,372 | $353.3K | 0.01% | 00.0% | Unchanged |
| 111 Capital | 3,262 | $341.7K | 0.06% | +3,262 | New |
| CWM, LLC | 3,243 | $340.0K | 0.00% | −44−1.3% | Reduced |
| Mercer Global Advisors Inc | 3,213 | $336.6K | 0.00% | +3,213 | New |
| Bayforest Capital Ltd | 3,203 | $335.5K | 0.15% | −1,822−36.3% | Reduced |
| Shelton Capital Management | 3,104 | $325.2K | 0.01% | −73−2.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,090 | $323.7K | 0.30% | −110−3.4% | Reduced |
| State of Wyoming | 3,071 | $321.7K | 0.04% | −2,844−48.1% | Reduced |
| Jones Financial Companies LLLP | 3,061 | $321.0K | 0.00% | +127+4.3% | Added |
| Greenleaf Trust | 2,943 | $308.3K | 0.00% | +536+22.3% | Added |
| Sivia Capital Partners, LLC | 2,919 | $305.8K | 0.10% | +2,919 | New |
| Aristeia Capital LLC | 2,907 | $304.5K | 0.01% | −585−16.8% | Reduced |
| Graham Capital Management, L.P. | 2,892 | $303.0K | 0.01% | +2,892 | New |
| Summitry LLC | 2,884 | $302.1K | 0.01% | +611+26.9% | Added |
| HB Wealth Management, LLC | 2,844 | $297.9K | 0.00% | −404−12.4% | Reduced |
| Dakota Wealth Management | 2,833 | $296.8K | 0.01% | +39+1.4% | Added |
| Ieq Capital, LLC | 2,828 | $296.3K | 0.00% | −117−4.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,800 | $293.3K | 0.01% | +7+0.3% | Added |
| CIBC Asset Management Inc | 2,700 | $282.9K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,699 | $282.7K | 0.04% | +32+1.2% | Added |
| Scharf Investments, LLC | 2,652 | $277.8K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,608 | $273.2K | 0.01% | +2,608 | New |
| Truist Financial Corp | 2,590 | $271.3K | 0.00% | +52+2.0% | Added |
| Cresset Asset Management, LLC | 2,571 | $269.3K | 0.00% | −2,776−51.9% | Reduced |
| Blueshift Asset Management, LLC | 2,558 | $268.0K | 0.08% | −10,108−79.8% | Reduced |
| Farringdon Capital, Ltd. | 2,509 | $262.8K | 0.09% | +2,509 | New |
| Venturi Wealth Management, LLC | 2,485 | $260.3K | 0.01% | 00.0% | Unchanged |
| Gibbs Wealth Management | 2,471 | $258.9K | 0.05% | +181+7.9% | Added |
| Peapack Gladstone Financial Corp | 2,456 | $257.0K | 0.00% | +112+4.8% | Added |
| Advisors Asset Management, Inc. | 2,437 | $255.3K | 0.00% | +110+4.7% | Added |
| Everence Capital Management Inc | 2,430 | $255.0K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 2,411 | $253.0K | 0.00% | −1,341−35.7% | Reduced |
| Curated Wealth Partners LLC | 2,381 | $249.4K | 0.03% | −565−19.2% | Reduced |
| Index Fund Advisors, Inc. | 2,344 | $245.6K | 0.01% | +2,344 | New |
| Forum Financial Management, LP | 2,296 | $240.5K | 0.00% | +5+0.2% | Added |
| Great Lakes Advisors, LLC | 2,239 | $234.6K | 0.00% | +2,239 | New |
| Swiss Life Asset Management Ltd | 2,235 | $234.1K | 0.00% | +2,235 | New |
| Anb Bank | 2,204 | $230.9K | 0.10% | −64−2.8% | Reduced |
| RiverPark Advisors, LLC | 2,176 | $228.0K | 0.14% | +170+8.5% | Added |
| 1620 Investment Advisors, Inc. | 2,090 | $218.9K | 0.16% | −7−0.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,072 | $217.1K | 0.01% | +2,072 | New |
| Coldstream Capital Management Inc | 2,027 | $212.3K | 0.00% | +138+7.3% | Added |
| PharVision Advisers, LLC | 2,019 | $211.5K | 0.30% | +2,019 | New |
| Summit Trail Advisors, LLC | 2,009 | $210.5K | 0.00% | −1,627−44.7% | Reduced |
| GAMMA Investing LLC | 2,006 | $210.1K | 0.01% | +435+27.7% | Added |
| Shell Asset Management Co | 1,998 | $209.0K | 0.01% | −437−17.9% | Reduced |
| Caisse des Depots Et Consignations | 1,987 | $208.2K | 0.01% | −15,311−88.5% | Reduced |
| David Loasby | 2,267 | $206.4K | 0.02% | −571−20.1% | Reduced |
| Merit Financial Group, LLC | 1,940 | $203.2K | 0.00% | +1,940 | New |
| Abel Hall, LLC | 1,939 | $203.1K | 0.09% | +1,939 | New |
| Private Advisor Group, LLC | 1,929 | $202.1K | 0.00% | −1,109−36.5% | Reduced |
| Daiwa Securities Group Inc. | 1,900 | $199.0K | 0.00% | −200−9.5% | Reduced |
| Aviso Financial Inc. | 1,882 | $197.2K | 0.01% | +89+5.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,875 | $196.4K | 0.00% | −291−13.4% | Reduced |
| Skopos Labs, Inc. | 1,702 | $178.3K | 0.02% | +1,515+810.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 1,673 | $175.2K | 0.00% | +602+56.2% | Added |
| Parallel Advisors, LLC | 1,447 | $151.6K | 0.00% | +265+22.4% | Added |
| Bryn Mawr Trust Co | 1,293 | $135.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,286 | $134.7K | 0.00% | +222+20.9% | Added |
| Amica Retiree Medical Trust | 1,153 | $121.0K | 0.17% | −375−24.5% | Reduced |
| NBC Securities, Inc. | 1,108 | $116.0K | 0.01% | +1,108 | New |
| Hantz Financial Services, Inc. | 1,102 | $115.0K | 0.00% | +1,061+2,587.8% | Added |
| First Horizon Advisors, Inc. | 1,064 | $111.5K | 0.00% | −18−1.7% | Reduced |
| Clearstead Advisors, LLC | 970 | $101.6K | 0.00% | +679+233.3% | Added |
| Harbor Investment Advisory, LLC | 927 | $97.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 908 | $95.1K | 0.00% | −47−4.9% | Reduced |
| Optiver Holding B.V. | 883 | $92.5K | 0.00% | +43+5.1% | Added |
| Umb Bank N A | 866 | $90.7K | 0.00% | +18+2.1% | Added |
| Steward Partners Investment Advisory, LLC | 862 | $90.3K | 0.00% | −14,179−94.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 863 | $90.0K | 0.00% | +863 | New |
| Vega Investment Solutions | 779 | $81.6K | 0.02% | −754−49.2% | Reduced |
| SBI Securities Co., Ltd. | 756 | $79.2K | 0.00% | +753+25,100.0% | Added |
| Huntington National Bank | 750 | $78.6K | 0.00% | +408+119.3% | Added |
| Allworth Financial LP | 747 | $78.3K | 0.00% | +552+283.1% | Added |
| Quarry LP | 741 | $77.6K | 0.02% | +608+457.1% | Added |
| Northwestern Mutual Wealth Management Co | 710 | $74.4K | 0.00% | +55+8.4% | Added |
| Sellwood Investment Partners LLC | 550 | $57.6K | 0.03% | +550 | New |
| DekaBank Deutsche Girozentrale | 549 | $57.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 505 | $52.9K | 0.00% | −184−26.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 482 | $50.5K | 0.00% | −275−36.3% | Reduced |
| Versant Capital Management, Inc | 455 | $47.7K | 0.01% | +133+41.3% | Added |
| Smartleaf Asset Management LLC | 420 | $44.0K | 0.00% | +29+7.4% | Added |
| Nomura Asset Management Co Ltd | 420 | $44.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 410 | $43.0K | 0.00% | −1,020−71.3% | Reduced |
| MAI Capital Management | 368 | $38.6K | 0.00% | +15+4.2% | Added |