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, Q4 2025
Institutional positions in Healthequity, Inc. as of Dec 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
- 513
- +30 vs. Q3 2025
- Shares held
- 89.1M
- +987.1K (+1.1%) vs. Q3 2025
- Total value
- $8.16B
- −$184.8M (−2.2%) vs. Q3 2025
- New holders
- 91
- 183 more added
- Sold out
- 61
- 180 more reduced
12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1,177 | $107.8K | 0.00% | +564+92.0% | Added |
| Signaturefd, LLC | 1,070 | $98.0K | 0.00% | −159−12.9% | Reduced |
| Exchange Traded Concepts, LLC | 1,030 | $94.4K | 0.00% | +1,030 | New |
| Horizon Investments, LLC | 1,030 | $94.4K | 0.00% | +1,030 | New |
| Kemnay Advisory Services Inc. | 1,024 | $93.8K | 0.01% | +1,024 | New |
| Fifth Third Bancorp | 1,020 | $93.4K | 0.00% | +32+3.2% | Added |
| Umb Bank N A | 985 | $90.2K | 0.00% | +117+13.5% | Added |
| NBC Securities, Inc. | 905 | $82.9K | 0.01% | +905 | New |
| SBI Securities Co., Ltd. | 872 | $79.9K | 0.00% | +32+3.8% | Added |
| Farther Finance Advisors, LLC | 851 | $78.0K | 0.00% | +459+117.1% | Added |
| Smartleaf Asset Management LLC | 793 | $73.4K | 0.00% | +271+51.9% | Added |
| Vega Investment Solutions | 779 | $71.4K | 0.01% | +779 | New |
| Kestra Advisory Services, LLC | 713 | $65.3K | 0.00% | +713 | New |
| Allworth Financial LP | 706 | $64.7K | 0.00% | +331+88.3% | Added |
| Danske Bank A/S | 700 | $64.1K | 0.00% | −12,409−94.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 604 | $55.3K | 0.00% | +396+190.4% | Added |
| Optiver Holding B.V. | 602 | $55.1K | 0.00% | −172−22.2% | Reduced |
| Sterling Capital Management LLC | 558 | $51.1K | 0.00% | +351+169.6% | Added |
| Sellwood Investment Partners LLC | 550 | $50.4K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 549 | $48.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 493 | $45.2K | 0.00% | −215−30.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 454 | $41.6K | 0.00% | +454 | New |
| Essential Partners LLC | 443 | $40.6K | 0.01% | +6+1.4% | Added |
| Torren Management, LLC | 442 | $40.5K | 0.02% | +442 | New |
| Caitong International Asset Management Co., Ltd | 438 | $40.1K | 0.01% | +421+2,476.5% | Added |
| WPG Advisers, LLC | 356 | $32.6K | 0.02% | +11+3.2% | Added |
| Versant Capital Management, Inc | 335 | $30.7K | 0.00% | −22−6.2% | Reduced |
| Parkside Financial Bank & Trust | 330 | $30.2K | 0.00% | +77+30.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 319 | $29.2K | 0.00% | +56+21.3% | Added |
| Aster Capital Management (DIFC) Ltd | 301 | $27.6K | 0.01% | +301 | New |
| Acumen Wealth Advisors, LLC | 295 | $27.0K | 0.01% | +295 | New |
| Toth Financial Advisory Corp | 290 | $26.6K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 271 | $24.8K | 0.00% | +271 | New |
| Arcadia Investment Management Corp | 267 | $24.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 262 | $24.0K | 0.00% | −366−58.3% | Reduced |
| First Horizon Corp | 251 | $23.0K | 0.00% | +49+24.3% | Added |
| Root Financial Partners, LLC | 248 | $22.7K | 0.00% | +17+7.4% | Added |
| MAI Capital Management | 227 | $20.8K | 0.00% | −100−30.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 213 | $20.3K | 0.00% | −4−1.8% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $20.2K | 0.00% | −200−47.6% | Reduced |
| True Wealth Design, LLC | 211 | $19.3K | 0.01% | −115−35.3% | Reduced |
| Geneos Wealth Management Inc. | 205 | $18.8K | 0.00% | +205 | New |
| Private Trust Co NA | 198 | $18.1K | 0.00% | +88+80.0% | Added |
| CoreCap Advisors, LLC | 195 | $17.9K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 190 | $17.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 171 | $15.7K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 163 | $14.9K | 0.01% | +163 | New |
| Massmutual Trust Co FSB | 154 | $14.1K | 0.00% | +1+0.7% | Added |
| Covestor Ltd | 156 | $14.0K | 0.01% | −125−44.5% | Reduced |
| Leonteq Securities AG | 147 | $13.5K | 0.00% | +147 | New |
| SRS Capital Advisors, Inc. | 140 | $12.8K | 0.00% | −4,937−97.2% | Reduced |
| Basecamp Wealth Advisors LLC | 138 | $12.6K | 0.00% | +138 | New |
| Rothschild Investment LLC | 132 | $12.1K | 0.00% | +15+12.8% | Added |
| City Holding Co | 125 | $11.4K | 0.00% | +125 | New |
| Vision Financial Markets LLC | 115 | $10.5K | 0.01% | −50−30.3% | Reduced |
| Elyxium Wealth, LLC | 103 | $9.44K | 0.00% | +103 | New |
| Park Place Capital Corp | 102 | $9.34K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 98 | $8.98K | 0.00% | −535−84.5% | Reduced |
| SJS Investment Consulting Inc. | 93 | $8.52K | 0.00% | +85+1,062.5% | Added |
| Bell Investment Advisors, Inc | 92 | $8.43K | 0.00% | +45+95.7% | Added |
| Accent Capital Management, LLC | 80 | $7.33K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 78 | $7.14K | 0.01% | +78 | New |
| Farmers & Merchants Investments Inc | 74 | $6.78K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 63 | $5.77K | 0.00% | +6+10.5% | Added |
| JFS Wealth Advisors, LLC | 62 | $5.68K | 0.00% | +17+37.8% | Added |
| Cornerstone Financial Management LLC | 57 | $5.22K | 0.00% | +57 | New |
| Greykasell Wealth Strategies, Inc. | 55 | $5.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 52 | $4.76K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $4.58K | 0.00% | −721−93.5% | Reduced |
| Hilton Head Capital Partners, LLC | 47 | $4.31K | 0.00% | +47 | New |
| Bogart Wealth, LLC | 46 | $4.21K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 46 | $4.21K | 0.00% | +46 | New |
| High Note Wealth, LLC | 45 | $4.12K | 0.00% | −1−2.2% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 41 | $3.76K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 36 | $3.30K | 0.00% | +2+5.9% | Added |
| Bellevue Asset Management, LLC | 36 | $3.30K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 35 | $3.21K | 0.00% | −30−46.2% | Reduced |
| Flagship Harbor Advisors, LLC | 31 | $2.84K | 0.00% | +31 | New |
| Bayban | 29 | $2.66K | 0.00% | +29 | New |
| Golden State Wealth Management, LLC | 24 | $2.20K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 23 | $2.11K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $2.02K | 0.00% | +3+15.8% | Added |
| Rialto Wealth Management, LLC | 21 | $1.92K | 0.00% | +17+425.0% | Added |
| Bruce G. Allen Investments, LLC | 20 | $1.83K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 19 | $1.74K | 0.00% | +19 | New |
| Kingdom Financial Group LLC. | 18 | $1.65K | 0.00% | +18 | New |
| Sunbelt Securities, Inc. | 13 | $1.19K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.19K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $1.10K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 12 | $1.10K | 0.00% | +12 | New |
| Atlantic Trust, LLC | 11 | $1.01K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $917 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 8 | $733 | 0.00% | −12−60.0% | Reduced |
| South State Corp. | 7 | $642 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $641 | 0.00% | +3+75.0% | Added |
| Prestige Wealth Management Group LLC | 5 | $459 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5 | $459 | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 5 | $458 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $275 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $275 | 0.00% | 00.0% | Unchanged |