Healthequity, Inc.
HQY- 交易所
- Nasdaq
- 產業
- Services-Business Services, NEC
- SEC CIK
- 0001428336
近 90 天，Healthequity, Inc. 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 501 家機構在 13F 申報持有，市值合計 $81.0 億；沒有大師持有。
2024 年第 2 季 13F 持有人
Healthequity, Inc. 在 2024/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 386
- 較 2024 年第 1 季 +23 家
- 持有股數
- 8,804 萬
- 較 2024 年第 1 季 +154.3 萬 (+1.8%)
- 總市值
- $75.9 億
- 較 2024 年第 1 季 +$5.30 億 (+7.5%)
- 新進機構
- 57
- 另有 155 家加碼
- 清倉機構
- 34
- 另有 121 家減碼
另有 4 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 HQY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 501 | $81.0 億 |
| 2026 年第 1 季 | 488 | $72.1 億 |
| 2025 年第 4 季 | 513 | $81.6 億 |
| 2025 年第 3 季 | 495 | $83.8 億 |
| 2025 年第 2 季 | 487 | $95.6 億 |
| 2025 年第 1 季 | 464 | $82.0 億 |
| 2024 年第 4 季 | 441 | $86.6 億 |
| 2024 年第 3 季 | 404 | $72.5 億 |
| 2024 年第 2 季 | 386 | $75.9 億 |
| 2024 年第 1 季 | 367 | $70.7 億 |
| 2023 年第 4 季 | 352 | $56.6 億 |
| 2023 年第 3 季 | 343 | $64.1 億 |
| 2023 年第 2 季 | 317 | $53.5 億 |
| 2023 年第 1 季 | 311 | $49.9 億 |
| 2022 年第 4 季 | 323 | $51.4 億 |
| 2022 年第 3 季 | 310 | $57.6 億 |
| 2022 年第 2 季 | 308 | $51.4 億 |
| 2022 年第 1 季 | 298 | $56.4 億 |
| 2021 年第 4 季 | 282 | $36.1 億 |
| 2021 年第 3 季 | 286 | $52.3 億 |
| 2021 年第 2 季 | 286 | $67.8 億 |
| 2021 年第 1 季 | 285 | $56.1 億 |
2024 年第 2 季持有機構
每家機構持有 Healthequity, Inc. 的股數、市值與佔組合比重；股數變化跟 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HC Advisors, LLC | 11,773 | $101.5 萬 | 0.94% | −176−1.5% | 減碼 |
| Xponance, Inc. | 11,601 | $100.0 萬 | 0.01% | −709−5.8% | 減碼 |
| Bank of Montreal | 11,308 | $97.6 萬 | 0.00% | +1,077+10.5% | 加碼 |
| Captrust Financial Advisors | 11,305 | $97.4 萬 | 0.00% | +823+7.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 11,281 | $97.2 萬 | 0.02% | −457−3.9% | 減碼 |
| Pictet Asset Management Holding SA | 11,267 | $97.1 萬 | 0.00% | −178−1.6% | 減碼 |
| GWM Advisors LLC | 11,252 | $97.0 萬 | 0.01% | −3,076−21.5% | 減碼 |
| Atria Investments LLC | 11,221 | $96.7 萬 | 0.01% | +11,221 | 新進 |
| Schroder Investment Management Group | 11,290 | $95.2 萬 | 0.00% | +11,290 | 新進 |
| The PNC Financial Services Group, Inc. | 10,929 | $94.2 萬 | 0.00% | +2,563+30.6% | 加碼 |
| Federated Hermes, Inc. | 10,856 | $93.6 萬 | 0.00% | −381−3.4% | 減碼 |
| Marshall Wace, LLP | 9,800 | $84.5 萬 | 0.00% | −32,832−77.0% | 減碼 |
| State of Alaska, Department of Revenue | 9,461 | $81.5 萬 | 0.01% | +155+1.7% | 加碼 |
| Petrus Trust Company, LTA | 9,385 | $80.9 萬 | 0.08% | +2,361+33.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 9,303 | $80.2 萬 | 0.00% | −893−8.8% | 減碼 |
| Peterson Wealth Services | 9,056 | $78.1 萬 | 0.27% | +832+10.1% | 加碼 |
| Beck Bode, LLC | 9,049 | $78.0 萬 | 0.16% | −25,059−73.5% | 減碼 |
| Premier Fund Managers Ltd | 9,030 | $76.1 萬 | 0.03% | 00.0% | 不變 |
| Algert Global LLC | 8,679 | $74.8 萬 | 0.02% | +8,679 | 新進 |
| LMCG Investments, LLC | 8,216 | $70.8 萬 | 0.04% | −72−0.9% | 減碼 |
| Commerce Bank | 8,173 | $70.5 萬 | 0.00% | 00.0% | 不變 |
| Guggenheim Capital LLC | 8,162 | $70.4 萬 | 0.01% | −326−3.8% | 減碼 |
| Exchange Traded Concepts, LLC | 8,154 | $70.3 萬 | 0.02% | +387+5.0% | 加碼 |
| Avantax Advisory Services, Inc. | 7,992 | $68.9 萬 | 0.00% | +7,992 | 新進 |
| Sheets Smith Wealth Management | 7,767 | $67.0 萬 | 0.08% | +10.0% | 加碼 |
| JustInvest LLC | 7,730 | $66.6 萬 | 0.01% | +626+8.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 7,692 | $66.3 萬 | 0.00% | −41,594−84.4% | 減碼 |
| Sendero Wealth Management, LLC | 7,600 | $65.5 萬 | 0.11% | 00.0% | 不變 |
| Securian Asset Management, Inc | 6,939 | $59.8 萬 | 0.02% | −100−1.4% | 減碼 |
| Pearl River Capital, LLC | 6,776 | $58.4 萬 | 0.09% | −1,682−19.9% | 減碼 |
| Institute for Wealth Management, LLC. | 6,689 | $57.7 萬 | 0.08% | −80−1.2% | 減碼 |
| Narus Financial Partners, LLC | 6,526 | $56.3 萬 | 0.23% | +2,110+47.8% | 加碼 |
| BTC Capital Management, Inc. | 6,457 | $55.7 萬 | 0.05% | −296−4.4% | 減碼 |
| Cetera Investment Advisers | 6,453 | $55.6 萬 | 0.00% | +3,044+89.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 6,400 | $55.2 萬 | 0.02% | 00.0% | 不變 |
| Stephens Inc | 6,132 | $52.9 萬 | 0.01% | +270+4.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 5,805 | $50.0 萬 | 0.04% | −4,081−41.3% | 減碼 |
| Mattson Financial Services, LLC | 5,536 | $47.7 萬 | 0.17% | +5,536 | 新進 |
| Canada Pension Plan Investment Board | 5,400 | $46.5 萬 | 0.00% | +5,400 | 新進 |
| Radnor Capital Management, LLC | 5,289 | $45.6 萬 | 0.14% | +444+9.2% | 加碼 |
| State of Wyoming | 5,124 | $44.2 萬 | 0.07% | +356+7.5% | 加碼 |
| PEAK6 Investments LLC | 5,076 | $43.8 萬 | 0.02% | −5,366−51.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 5,009 | $43.2 萬 | 0.00% | −210−4.0% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 5,000 | $43.1 萬 | 0.05% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 4,938 | $42.6 萬 | 0.03% | +36+0.7% | 加碼 |
| Vestcor Inc | 4,894 | $42.2 萬 | 0.01% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 4,592 | $39.6 萬 | 0.00% | −80−1.7% | 減碼 |
| Polar Capital Holdings Plc | 4,485 | $38.7 萬 | 0.00% | +4,485 | 新進 |
| Bank of Nova Scotia | 4,453 | $38.4 萬 | 0.00% | +462+11.6% | 加碼 |
| Cim Investment Mangement Inc | 4,376 | $37.7 萬 | 0.12% | −738−14.4% | 減碼 |
| Integrated Advisors Network LLC | 4,335 | $37.4 萬 | 0.02% | +4,335 | 新進 |
| Susquehanna International Group, LLP | 4,332 | $37.3 萬 | 0.00% | −6,570−60.3% | 減碼 |
| Sherbrooke Park Advisers LLC | 4,323 | $37.3 萬 | 0.07% | +948+28.1% | 加碼 |
| Janney Montgomery Scott LLC | 4,303 | $37.1 萬 | 0.00% | +333+8.4% | 加碼 |
| MeadowBrook Investment Advisors LLC | 4,095 | $35.3 萬 | 0.33% | +5+0.1% | 加碼 |
| Profund Advisors LLC | 4,079 | $35.2 萬 | 0.01% | −733−15.2% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,013 | $34.6 萬 | 0.03% | −20−0.5% | 減碼 |
| Summit Trail Advisors, LLC | 3,993 | $34.4 萬 | 0.01% | +630+18.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 3,988 | $34.3 萬 | 0.02% | +2,728+216.5% | 加碼 |
| CWM, LLC | 3,958 | $34.1 萬 | 0.00% | +255+6.9% | 加碼 |
| AlphaMark Advisors, LLC | 3,848 | $33.2 萬 | 0.12% | −744−16.2% | 減碼 |
| Brown Financial Advisors | 3,838 | $33.1 萬 | 0.15% | +3,838 | 新進 |
| Bayesian Capital Management, LP | 3,800 | $32.8 萬 | 0.04% | +3,800 | 新進 |
| SG Americas Securities, LLC | 3,798 | $32.7 萬 | 0.00% | +1,241+48.5% | 加碼 |
| Gotham Asset Management, LLC | 3,710 | $32.0 萬 | 0.00% | +3,710 | 新進 |
| City Center Advisors, LLC | 3,887 | $31.7 萬 | 0.37% | 00.0% | 不變 |
| David Loasby | 3,985 | $31.5 萬 | 0.03% | +581+17.1% | 加碼 |
| Toth Financial Advisory Corp | 3,650 | $31.5 萬 | 0.04% | +3,650 | 新進 |
| Toroso Investments, LLC | 3,642 | $31.4 萬 | 0.00% | +3,642 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 3,639 | $31.4 萬 | 0.00% | +98+2.8% | 加碼 |
| Corton Capital Inc. | 3,634 | $31.3 萬 | 0.16% | −747−17.1% | 減碼 |
| Versor Investments LP | 3,600 | $31.0 萬 | 0.06% | +3,600 | 新進 |
| Cresset Asset Management, LLC | 3,597 | $31.0 萬 | 0.00% | +1,102+44.2% | 加碼 |
| Shelton Capital Management | 3,582 | $30.9 萬 | 0.01% | −160−4.3% | 減碼 |
| Rosenbaum Jay D. | 3,336 | $28.8 萬 | 1.63% | +720+27.5% | 加碼 |
| Brinker Capital Investments, LLC | 3,319 | $28.6 萬 | 0.00% | +3,319 | 新進 |
| Orion Portfolio Solutions, LLC | 3,319 | $28.6 萬 | 0.00% | +3,319 | 新進 |
| Dakota Wealth Management | 3,138 | $27.0 萬 | 0.01% | +135+4.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 3,071 | $26.5 萬 | 0.00% | +3,071 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 2,969 | $25.6 萬 | 0.04% | −266−8.2% | 減碼 |
| Natixis | 2,943 | $25.4 萬 | 0.00% | +2,943 | 新進 |
| Truist Financial Corp | 2,864 | $24.7 萬 | 0.00% | +188+7.0% | 加碼 |
| Nisa Investment Advisors, LLC | 2,854 | $24.6 萬 | 0.00% | +198+7.5% | 加碼 |
| Ieq Capital, LLC | 2,822 | $24.3 萬 | 0.00% | 00.0% | 不變 |
| Farallon Capital Management, L.L.C. | 2,800 | $24.1 萬 | 0.00% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 2,784 | $24.0 萬 | 0.00% | +2,784 | 新進 |
| Legato Capital Management LLC | 2,780 | $24.0 萬 | 0.03% | −3,755−57.5% | 減碼 |
| Raymond James Trust N.A. | 2,773 | $23.9 萬 | 0.01% | +52+1.9% | 加碼 |
| Fifth Third Wealth Advisors LLC | 2,762 | $23.8 萬 | 0.02% | +2,762 | 新進 |
| Nomura Holdings Inc | 2,695 | $23.2 萬 | 0.00% | +2,695 | 新進 |
| Stratos Wealth Partners, LTD. | 2,632 | $22.7 萬 | 0.00% | +10+0.4% | 加碼 |
| MML Investors Services, LLC | 2,592 | $22.3 萬 | 0.00% | +2,592 | 新進 |
| Bessemer Group Inc | 2,488 | $21.5 萬 | 0.00% | −350−12.3% | 減碼 |
| CIBC Asset Management Inc | 2,419 | $20.9 萬 | 0.00% | +2,419 | 新進 |
| Quadrant Capital Group LLC | 2,231 | $19.2 萬 | 0.01% | +386+20.9% | 加碼 |
| KBC Group NV | 2,122 | $18.3 萬 | 0.00% | +249+13.3% | 加碼 |
| Daiwa Securities Group Inc. | 2,000 | $17.2 萬 | 0.00% | −200−9.1% | 減碼 |
| Signaturefd, LLC | 1,787 | $15.4 萬 | 0.00% | +679+61.3% | 加碼 |
| Advisor Group Holdings, Inc. | 1,750 | $15.1 萬 | 0.00% | −1,414−44.7% | 減碼 |
| Ostrum Asset Management | 1,713 | $14.8 萬 | 0.01% | +286+20.0% | 加碼 |