Healthstream Inc
HSTM- Exchange
- Nasdaq
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001095565
In the last 90 days, Healthstream Inc insiders filed 0 open-market purchases and 2 sales; 219 institutions reported holding it in 13F filings for Q2 2026, worth $604.4M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Healthstream 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
- 206
- +1 vs. Q3 2024
- Shares held
- 22.6M
- +830.9K (+3.8%) vs. Q3 2024
- Total value
- $718.6M
- +$90.8M (+14.5%) vs. Q3 2024
- New holders
- 31
- 76 more added
- Sold out
- 30
- 64 more reduced
1 institution 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 HSTM 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 | 219 | $604.4M |
| Q1 2026 | 198 | $445.5M |
| Q4 2025 | 193 | $487.7M |
| Q3 2025 | 201 | $602.0M |
| Q2 2025 | 203 | $611.1M |
| Q1 2025 | 211 | $720.1M |
| Q4 2024 | 206 | $718.6M |
| Q3 2024 | 206 | $627.8M |
| Q2 2024 | 200 | $597.1M |
| Q1 2024 | 190 | $564.6M |
| Q4 2023 | 188 | $570.4M |
| Q3 2023 | 179 | $461.5M |
| Q2 2023 | 172 | $529.6M |
| Q1 2023 | 177 | $587.7M |
| Q4 2022 | 167 | $530.2M |
| Q3 2022 | 159 | $458.4M |
| Q2 2022 | 152 | $469.4M |
| Q1 2022 | 156 | $433.9M |
| Q4 2021 | 159 | $591.2M |
| Q3 2021 | 156 | $651.7M |
| Q2 2021 | 147 | $644.1M |
| Q1 2021 | 140 | $520.1M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 2 | $64 | 0.00% | +2 | New |
| Larson Financial Group LLC | 3 | $95 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $159 | 0.00% | +5 | New |
| WPG Advisers, LLC | 5 | $159 | 0.00% | +5 | New |
| Steward Partners Investment Advisory, LLC | 10 | $318 | 0.00% | +10 | New |
| Versant Capital Management, Inc | 13 | $413 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $446 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $509 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 16 | $509 | 0.00% | +16 | New |
| Hollencrest Capital Management | 24 | $763 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $795 | 0.00% | +15+150.0% | Added |
| EverSource Wealth Advisors, LLC | 27 | $859 | 0.00% | +27 | New |
| MCF Advisors LLC | 41 | $1.30K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 47 | $1.50K | 0.00% | +2+4.4% | Added |
| Whipplewood Advisors, LLC | 53 | $1.69K | 0.00% | +53 | New |
| Nisa Investment Advisors, LLC | 59 | $1.88K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 61 | $1.94K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 61 | $1.94K | 0.00% | +61 | New |
| True Wealth Design, LLC | 74 | $2.35K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 76 | $2.42K | 0.00% | +26+52.0% | Added |
| Farther Finance Advisors, LLC | 140 | $4.45K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 150 | $4.77K | 0.00% | +150 | New |
| Cullen/Frost Bankers, Inc. | 150 | $4.78K | 0.00% | +24+19.0% | Added |
| Retirement Wealth Solutions LLC | 154 | $4.83K | 0.00% | +154 | New |
| Fifth Third Bancorp | 190 | $6.04K | 0.00% | +13+7.3% | Added |
| Advisor Group Holdings, Inc. | 213 | $6.78K | 0.00% | −348−62.0% | Reduced |
| Proequities, Inc. | 231 | $7.41K | 0.00% | +231 | New |
| Lindbrook Capital, LLC | 247 | $7.86K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 250 | $7.95K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 279 | $8.87K | 0.00% | +204+272.0% | Added |
| Aster Capital Management (DIFC) Ltd | 294 | $9.35K | 0.00% | +294 | New |
| Covestor Ltd | 376 | $12.0K | 0.01% | −12−3.1% | Reduced |
| Danske Bank A/S | 400 | $12.7K | 0.00% | −700−63.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 408 | $13.0K | 0.00% | +44+12.1% | Added |
| Tower Research Capital LLC (TRC) | 469 | $14.9K | 0.00% | −4,733−91.0% | Reduced |
| First Horizon Advisors, Inc. | 529 | $16.8K | 0.00% | +179+51.1% | Added |
| Allworth Financial LP | 549 | $17.6K | 0.00% | +464+545.9% | Added |
| SRS Capital Advisors, Inc. | 613 | $19.5K | 0.00% | +199+48.1% | Added |
| Northwestern Mutual Wealth Management Co | 615 | $19.6K | 0.00% | +15+2.5% | Added |
| Massmutual Trust Co FSB | 687 | $21.8K | 0.00% | +603+717.9% | Added |
| Quadrant Capital Group LLC | 1,337 | $42.5K | 0.00% | −5−0.4% | Reduced |
| DekaBank Deutsche Girozentrale | 1,378 | $43.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,400 | $44.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,449 | $46.1K | 0.00% | +269+22.8% | Added |
| Harbour Investments, Inc. | 1,535 | $48.8K | 0.00% | +96+6.7% | Added |
| GAMMA Investing LLC | 1,592 | $50.6K | 0.00% | +237+17.5% | Added |
| The PNC Financial Services Group, Inc. | 1,615 | $51.4K | 0.00% | +292+22.1% | Added |
| Ameritas Investment Partners, Inc. | 2,408 | $76.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,415 | $76.8K | 0.00% | −505−17.3% | Reduced |
| New Age Alpha Advisors, LLC | 2,512 | $79.9K | 0.00% | +2,512 | New |
| Meeder Asset Management Inc | 3,599 | $114.4K | 0.01% | +3,599 | New |
| Bessemer Group Inc | 3,747 | $119.0K | 0.00% | +3,428+1,074.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,986 | $126.6K | 0.00% | −3,492−46.7% | Reduced |
| CWM, LLC | 4,689 | $149.0K | 0.00% | +241+5.4% | Added |
| Vestcor Inc | 5,008 | $159.0K | 0.01% | −2,486−33.2% | Reduced |
| Virtus Investment Advisers, Inc. | 5,015 | $159.5K | 0.12% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,085 | $161.7K | 0.00% | +5,085 | New |
| Oregon Public Employees Retirement Fund | 5,691 | $181.0K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 5,755 | $183.0K | 0.01% | +5,755 | New |
| Teachers Retirement System of the State of Kentucky | 6,300 | $200.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 6,335 | $201.5K | 0.00% | +6,335 | New |
| TD Asset Management Inc | 6,400 | $203.5K | 0.00% | −1,700−21.0% | Reduced |
| Baird Financial Group, Inc. | 6,947 | $220.9K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,003 | $223.0K | 0.01% | −22−0.3% | Reduced |
| Arizona State Retirement System | 7,041 | $223.9K | 0.00% | +39+0.6% | Added |
| Amalgamated Bank | 7,121 | $226.0K | 0.00% | −35−0.5% | Reduced |
| Mackenzie Financial Corp | 7,171 | $228.0K | 0.00% | +7,171 | New |
| ProShare Advisors LLC | 7,339 | $233.4K | 0.00% | +7,339 | New |
| Russell Investments Group, Ltd. | 7,683 | $244.3K | 0.00% | −12,506−61.9% | Reduced |
| Maryland State Retirement & Pension System | 8,112 | $258.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8,254 | $262.5K | 0.00% | −22,431−73.1% | Reduced |
| Woodmont Investment Counsel LLC | 8,650 | $275.1K | 0.02% | +8,650 | New |
| Diversified Trust Co | 8,733 | $277.7K | 0.01% | +1,486+20.5% | Added |
| Los Angeles Capital Management LLC | 9,034 | $287.3K | 0.00% | −2,400−21.0% | Reduced |
| Manufacturers Life Insurance Company, The | 9,207 | $292.8K | 0.00% | −189−2.0% | Reduced |
| Yousif Capital Management, LLC | 9,362 | $297.7K | 0.00% | −402−4.1% | Reduced |
| Comerica Bank | 9,373 | $298.1K | 0.00% | +618+7.1% | Added |
| JustInvest LLC | 9,655 | $307.0K | 0.00% | +336+3.6% | Added |
| NJ State Employees Deferred Compensation Plan | 10,000 | $318.0K | 0.04% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 10,110 | $321.5K | 0.10% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 10,410 | $331.0K | 0.00% | +10,410 | New |
| State of Tennessee, Treasury Department | 10,795 | $343.3K | 0.00% | −2,770−20.4% | Reduced |
| Janus Henderson Group PLC | 10,946 | $347.8K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,103 | $353.1K | 0.00% | −6,965−38.5% | Reduced |
| Seizert Capital Partners, LLC | 11,157 | $354.8K | 0.02% | −335−2.9% | Reduced |
| Squarepoint Ops LLC | 11,257 | $358.0K | 0.00% | +1,316+13.2% | Added |
| Louisiana State Employees Retirement System | 11,600 | $368.9K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 11,814 | $375.7K | 0.00% | −5,725−32.6% | Reduced |
| Susquehanna International Group, LLP | 12,045 | $383.0K | 0.00% | −3,092−20.4% | Reduced |
| US Bancorp | 12,064 | $383.6K | 0.00% | +43+0.4% | Added |
| Voya Investment Management LLC | 12,273 | $390.3K | 0.00% | +2,956+31.7% | Added |
| Magnetar Financial LLC | 12,465 | $396.4K | 0.01% | −6,646−34.8% | Reduced |
| Illinois Municipal Retirement Fund | 12,746 | $405.3K | 0.01% | −116−0.9% | Reduced |
| Corebridge Financial, Inc. | 12,965 | $412.3K | 0.00% | −1,012−7.2% | Reduced |
| HighTower Advisors, LLC | 13,028 | $414.3K | 0.00% | −405−3.0% | Reduced |
| Wells Fargo & Company | 13,345 | $424.4K | 0.00% | +3,409+34.3% | Added |
| State of Alaska, Department of Revenue | 13,627 | $433.0K | 0.00% | −82−0.6% | Reduced |
| Legato Capital Management LLC | 13,881 | $441.4K | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 14,061 | $447.1K | 0.00% | +14,061 | New |
| Royal Bank of Canada | 14,922 | $475.0K | 0.00% | +10,705+253.9% | Added |