HEALTHEQUITY INC (HQY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
469
Reporting holders
$8.1B
Reported value
106.3%
Of shares outstanding
0.2%
Held as options
+13
Holder change
Institutions report 88,899,389 shares against 83,602,157 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.0B | 11,277,914 | 0.02% | 8q | +7.1%+$67.3M |
| WASATCH ADVISORS LP | $719.0M | 7,960,735 | 4.71% | 31q | +10.5%+$68.4M |
| MORGAN STANLEY | $410.7M | 4,547,219 | 0.02% | 35q | +82.9%+$186.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $366.5M | 4,057,643 | 0.02% | 2q | -2.5%-$9.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $328.8M | 3,640,776 | 0.01% | 2q | -4.8%-$16.5M |
| STATE STREET CORP | $292.7M | 3,241,046 | 0.01% | 31q | +4.6%+$12.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $214.5M | 2,374,467 | 0.01% | 31q | +5.1%+$10.4M |
| AQR CAPITAL MANAGEMENT LLC | $176.1M | 1,999,209 | 0.06% | 15q | -4.4%-$8.2M |
| DIMENSIONAL FUND ADVISORS LP | $168.8M | 1,869,036 | 0.03% | 31q | +14.9%+$21.9M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $160.2M | 1,773,227 | 0.48% | 3q | +6.8%+$10.3M |
| FMR LLC | $138.9M | 1,538,387 | 0.01% | 31q | +35.5%+$36.4M |
| BROWN ADVISORY INC | $124.0M | 1,372,624 | 0.19% | 31q | -2.8%-$3.6M |
| Clearbridge Investments, LLC | $117.1M | 1,296,765 | 0.10% | 31q | -1.0%-$1.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $107.4M | 1,188,902 | 0.01% | 31q | +1.2%+$1.2M |
| Sixth Street Partners Management Company, L.P. | $107.4M | 1,188,902 | 0.01% | new | NEW |
| Greenhouse Funds LLLP | $106.9M | 1,183,024 | 5.46% | 10q | -5.9%-$6.8M |
| GENEVA CAPITAL MANAGEMENT LLC | $103.8M | 1,149,680 | 2.38% | 26q | -2.1%-$2.2M |
| BANK OF AMERICA CORP /DE/ | $103.6M | 1,146,735 | 0.01% | 31q | +33.0%+$25.7M |
| JPMORGAN CHASE & CO | $102.1M | 1,158,837 | 0.01% | 31q | -2.1%-$2.2M |
| DAVENPORT & Co LLC | $98.2M | 1,087,218 | 0.48% | 26q | +7.1%+$6.5M |
| NORTHERN TRUST CORP | $96.8M | 1,072,119 | 0.01% | 31q | +3.5%+$3.2M |
| GOLDMAN SACHS GROUP INC | $91.0M | 1,007,434 | 0.01% | 31q | +25.8%+$18.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $87.2M | 965,807 | 0.04% | 5q | +34628.8%+$87.0M |
| Atalan Capital Partners, LP | $82.7M | 915,270 | 5.07% | 5q | +3.6%+$2.9M |
| LOOMIS SAYLES & CO L P | $82.1M | 908,554 | 0.10% | 13q | -2.5%-$2.1M |
| Jupiter Topco LLC | $78.8M | 872,972 | 0.03% | new | FIRST |
| Swedbank AB | $76.9M | 851,400 | 0.07% | 3q | +20.5%+$13.1M |
| Park West Asset Management LLC | $70.1M | 776,651 | 4.78% | 2q | +24.6%+$13.9M |
| AMERICAN CENTURY COMPANIES INC | $68.6M | 759,978 | 0.03% | 31q | +2.3%+$1.5M |
| BAMCO INC /NY/ | $67.8M | 750,394 | 0.10% | 31q | HELD |
| Grandeur Peak Global Advisors, LLC | $66.8M | 215,911 | 7.73% | 14q | +492.4%+$55.5M |
| Nuveen, LLC | $66.2M | 732,750 | 0.02% | 6q | +7.7%+$4.7M |
| Stephens Investment Management Group LLC | $65.9M | 729,080 | 0.71% | 31q | +6.5%+$4.0M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $63.5M | 703,313 | 0.21% | 6q | -1.3%-$861.2K |
| CITADEL ADVISORS LLC | $63.0M | 682,961 | 0.01% | 31q | +154.0%+$38.2M |
| SEI INVESTMENTS CO | $61.7M | 683,320 | 0.05% | 31q | +13.4%+$7.3M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $61.3M | 678,537 | 0.09% | 3q | +14.6%+$7.8M |
| Bank of New York Mellon Corp | $60.2M | 666,260 | 0.01% | 31q | +11.2%+$6.1M |
| CADIAN CAPITAL MANAGEMENT, LP | $56.6M | 626,700 | 4.28% | 3q | -24.7%-$18.6M |
| VANGUARD FIDUCIARY TRUST CO | $54.4M | 601,824 | 0.01% | 2q | +1.2%+$667.4K |
| NORGES BANK | $48.2M | 533,946 | 0.00% | 32q | -26.9%-$17.8M |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | $41.3M | 456,922 | 2.26% | new | NEW |
| UBS Group AG | $39.3M | 435,457 | 0.01% | 31q | -44.6%-$31.7M |
| RAYMOND JAMES FINANCIAL INC | $39.0M | 431,967 | 0.01% | 7q | +13.5%+$4.6M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $36.2M | 400,613 | 0.11% | 31q | -17.5%-$7.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $35.0M | 387,894 | 0.01% | 17q | -22.0%-$9.9M |
| Artisan Partners Limited Partnership | $34.7M | 384,107 | 0.06% | 7q | +41.8%+$10.2M |
| FRANKLIN RESOURCES INC | $32.6M | 360,659 | 0.01% | 31q | +5.6%+$1.7M |
| 12th Street Asset Management Company, LLC | $31.2M | 345,390 | 4.44% | 5q | +37.4%+$8.5M |
| Aristotle Capital Boston, LLC | $30.1M | 332,884 | 2.02% | 24q | -16.2%-$5.8M |
| Ranger Investment Management, L.P. | $28.8M | 319,253 | 1.82% | 9q | +17.7%+$4.3M |
| PRINCIPAL FINANCIAL GROUP INC | $28.8M | 318,565 | 0.01% | 31q | +4.8%+$1.3M |
| CIBC Bancorp USA Inc. | $28.1M | 311,395 | 0.03% | 3q | -3.4%-$978.6K |
| Public Sector Pension Investment Board | $25.5M | 281,904 | 0.03% | 2q | +391.8%+$20.3M |
| LAZARD ASSET MANAGEMENT LLC | $24.9M | 275,693 | 0.04% | 6q | -19.2%-$5.9M |
| RHUMBLINE ADVISERS | $23.0M | 254,403 | 0.02% | 31q | +2.2%+$495.7K |
| ASHFORD CAPITAL MANAGEMENT INC | $22.9M | 253,441 | 2.45% | 31q | -4.9%-$1.2M |
| MILLENNIUM MANAGEMENT LLC | $22.6M | 249,975 | 0.01% | 31q | -69.1%-$50.5M |
| DF DENT & CO INC | $22.3M | 247,132 | 0.42% | 25q | +84.7%+$10.2M |
| SEGALL BRYANT & HAMILL, LLC | $21.5M | 238,243 | 0.26% | 9q | +40.9%+$6.2M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $21.1M | 233,378 | 0.22% | 31q | +34.2%+$5.4M |
| OBERWEIS ASSET MANAGEMENT INC/ | $20.6M | 228,291 | 0.43% | 11q | +37.0%+$5.6M |
| ROYAL BANK OF CANADA | $19.2M | 212,264 | 0.00% | 31q | -29.0%-$7.8M |
| Allspring Global Investments Holdings, LLC | $18.7M | 202,691 | 0.03% | 19q | -24.0%-$5.9M |
| ALLIANCEBERNSTEIN L.P. | $18.6M | 222,480 | 0.01% | 31q | HELD |
| Invesco Ltd. | $17.9M | 198,095 | 0.00% | 31q | -56.2%-$23.0M |
| Retirement Systems of Alabama | $17.7M | 196,278 | 0.05% | 31q | -8.1%-$1.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $17.5M | 193,492 | 0.00% | 31q | -0.7%-$123.6K |
| WELLS FARGO & COMPANY/MN | $17.2M | 190,425 | 0.00% | 31q | -32.0%-$8.1M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $16.6M | 184,308 | 0.16% | 7q | -4.2%-$730.9K |
| ENVESTNET ASSET MANAGEMENT INC | $15.8M | 175,182 | 0.00% | 31q | +26.2%+$3.3M |
| GLENMEDE TRUST CO NA | $15.7M | 173,867 | 0.07% | 29q | -3.3%-$537.9K |
| Swiss National Bank | $15.3M | 169,500 | 0.01% | 31q | HELD |
| Russell Investments Group, Ltd. | $14.2M | 156,786 | 0.01% | 31q | +19.0%+$2.3M |
| Qube Research & Technologies Ltd | $14.1M | 156,551 | 0.01% | 5q | +285.8%+$10.5M |
| California Public Employees Retirement System | $14.0M | 155,319 | 0.01% | 31q | +1.1%+$158.0K |
| NEW YORK STATE COMMON RETIREMENT FUND | $13.6M | 150,273 | 0.02% | 31q | +40.7%+$3.9M |
| NEUBERGER BERMAN GROUP LLC | $12.4M | 137,365 | 0.01% | 18q | +2465.7%+$11.9M |
| GDS Wealth Management | $12.4M | 137,092 | 0.59% | 8q | +9.1%+$1.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | $12.2M | 135,600 | 0.01% | 9q | -4.4%-$569.0K |
| DEUTSCHE BANK AG\ | $12.0M | 132,705 | 0.00% | 34q | +10.2%+$1.1M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $12.0M | 132,691 | 0.39% | 31q | +5.1%+$583.5K |
| CASTLEARK MANAGEMENT LLC | $11.5M | 127,770 | 0.31% | 2q | +163.4%+$7.2M |
| AMERIPRISE FINANCIAL INC | $11.4M | 125,882 | 0.00% | 31q | -90.1%-$103.9M |
| AXIOM INVESTORS LLC /DE | $10.9M | 120,911 | 0.09% | 6q | -21.3%-$3.0M |
| CAPITAL FUND MANAGEMENT S.A. | $10.8M | 119,832 | 0.05% | 2q | +129.1%+$6.1M |
| Legal & General Group Plc | $10.7M | 118,522 | 0.00% | 31q | +0.7%+$77.9K |
| Ensign Peak Advisors, Inc | $10.6M | 117,281 | 0.02% | 27q | -56.4%-$13.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.6M | 18,350 | 0.00% | 31q | -37.5%-$6.3M |
| Wealthspire Advisors, LLC | $10.1M | 111,986 | 0.06% | 4q | +194.9%+$6.7M |
| B. Metzler seel. Sohn & Co. AG | $10.0M | 111,108 | 0.09% | 19q | +29.7%+$2.3M |
| Mariner, LLC | $9.8M | 108,898 | 0.01% | 16q | +57.7%+$3.6M |
| STATE OF WISCONSIN INVESTMENT BOARD | $9.3M | 102,875 | 0.02% | 31q | +1.3%+$123.1K |
| TECTONIC ADVISORS LLC | $9.1M | 100,323 | 0.44% | 5q | +21.1%+$1.6M |
| Diversify Advisory Services, LLC | $9.0M | 90,675 | 0.15% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $9.0M | 90,675 | 0.15% | 9q | HELD |
| Granahan Investment Management, LLC | $8.8M | 97,318 | 0.31% | 3q | -20.3%-$2.2M |
| RENAISSANCE GROUP LLC | $8.7M | 96,839 | 0.36% | 11q | -1.5%-$133.2K |
| VOYA INVESTMENT MANAGEMENT LLC | $8.5M | 94,631 | 0.01% | 31q | -1.6%-$136.1K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $8.5M | 94,237 | 0.32% | 2q | +63.4%+$3.3M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G/A | Vanguard Portfolio Management | 4.9% |
| 2026-07-15 | 13G/A | Wasatch Advisors LP | 9.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 469 | $8.1B | 88,899,389 | 75 | 188 | 140 | 0.2% |
| Q1 2026 | 456 | $7.1B | 84,831,638 | 70 | 168 | 161 | 0.4% |
| Q4 2025 | 478 | $7.9B | 85,896,017 | 70 | 162 | 160 | 0.3% |
| Q3 2025 | 451 | $8.2B | 86,206,903 | 68 | 157 | 150 | 0.3% |
| Q2 2025 | 446 | $9.2B | 87,407,563 | 69 | 153 | 147 | 0.6% |
| Q1 2025 | 426 | $7.7B | 86,508,378 | 67 | 171 | 121 | 0.7% |
| Q4 2024 | 402 | $8.5B | 88,601,080 | 69 | 133 | 121 | 0.4% |
| Q3 2024 | 361 | $7.0B | 84,723,618 | 50 | 113 | 133 | 0.4% |
| Q2 2024 | 349 | $7.3B | 84,914,614 | 49 | 132 | 100 | 0.1% |
| Q1 2024 | 323 | $7.0B | 85,155,605 | 48 | 94 | 114 | 0.3% |
| Q4 2023 | 307 | $5.6B | 84,520,003 | 35 | 96 | 112 | 0.5% |
| Q3 2023 | 304 | $6.2B | 84,202,272 | 48 | 96 | 101 | 0.3% |
| Q2 2023 | 282 | $5.2B | 81,492,340 | 35 | 86 | 106 | 0.3% |
| Q1 2023 | 270 | $5.0B | 85,465,747 | 26 | 99 | 91 | 0.3% |
| Q4 2022 | 265 | $4.5B | 72,944,202 | 43 | 79 | 95 | 0.9% |
| Q3 2022 | 309 | $5.9B | 87,069,519 | 39 | 99 | 113 | 0.4% |
| Q2 2022 | 304 | $5.2B | 84,377,178 | 39 | 103 | 102 | 0.6% |
| Q1 2022 | 296 | $5.7B | 83,868,015 | 59 | 100 | 87 | 0.9% |
| Q4 2021 | 278 | $3.6B | 81,639,427 | 42 | 108 | 82 | 0.5% |
| Q3 2021 | 285 | $5.3B | 80,796,824 | 34 | 111 | 83 | 0.5% |
| Q2 2021 | 287 | $6.8B | 84,235,134 | 38 | 89 | 109 | 0.5% |
| Q1 2021 | 285 | $5.7B | 82,529,538 | 29 | 115 | 88 | 1.1% |
| Q4 2020 | 284 | $5.6B | 79,451,125 | 28 | 92 | 109 | 1.2% |
| Q3 2020 | 278 | $4.0B | 77,047,737 | 30 | 126 | 75 | 1.6% |
| Q2 2020 | 294 | $4.2B | 70,629,329 | 40 | 98 | 108 | 1.7% |
| Q1 2020 | 289 | $3.7B | 72,796,970 | 30 | 96 | 98 | 1.4% |
| Q4 2019 | 319 | $5.3B | 71,355,637 | 34 | 112 | 97 | 0.7% |
| Q3 2019 | 305 | $4.0B | 68,730,280 | 33 | 145 | 76 | 0.9% |
| Q2 2019 | 330 | $4.0B | 60,528,725 | 56 | 153 | 82 | 1.9% |
| Q1 2019 | 327 | $4.6B | 60,999,959 | 60 | 109 | 99 | 0.8% |
| Q4 2018 | 309 | $3.7B | 60,738,260 | 9 | 7 | 1 | 1.0% |