HEALTHSTREAM INC (HSTM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
205
Reporting holders
$593.2M
Reported value
74.4%
Of shares outstanding
0.1%
Held as options
+22
Holder change
Institutions report 21,759,870 shares against 29,239,955 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.
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. | $111.2M | 4,080,144 | 0.00% | 8q | +5.9%+$6.2M |
| DIMENSIONAL FUND ADVISORS LP | $42.5M | 1,557,981 | 0.01% | 31q | +7.0%+$2.8M |
| Copeland Capital Management, LLC | $34.0M | 1,248,384 | 0.70% | 8q | -2.2%-$772.7K |
| VANGUARD CAPITAL MANAGEMENT LLC | $28.5M | 1,045,298 | 0.00% | 2q | HELD |
| STATE STREET CORP | $27.4M | 1,004,170 | 0.00% | 31q | +0.9%+$234.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $24.0M | 880,543 | 0.00% | 2q | -4.5%-$1.1M |
| TWO SIGMA INVESTMENTS, LP | $22.0M | 805,584 | 0.02% | 23q | -4.6%-$1.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $21.2M | 779,219 | 0.00% | 31q | +9.0%+$1.8M |
| GOLDMAN SACHS GROUP INC | $18.1M | 665,917 | 0.00% | 31q | +142.6%+$10.7M |
| JPMORGAN CHASE & CO | $17.2M | 635,565 | 0.00% | 31q | +40.1%+$4.9M |
| First Eagle Investment Management, LLC | $16.1M | 591,898 | 0.03% | 17q | +39.0%+$4.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $11.8M | 433,651 | 0.01% | 11q | +14.7%+$1.5M |
| RENAISSANCE TECHNOLOGIES LLC | $11.5M | 423,000 | 0.02% | 31q | -11.5%-$1.5M |
| MORGAN STANLEY | $10.4M | 382,954 | 0.00% | 35q | +3.8%+$380.6K |
| NORTHERN TRUST CORP | $10.3M | 379,711 | 0.00% | 31q | +5.0%+$491.4K |
| Creative Planning | $7.8M | 285,852 | 0.00% | 11q | +31.0%+$1.8M |
| LAZARD ASSET MANAGEMENT LLC | $6.6M | 240,950 | 0.01% | 28q | +53.3%+$2.3M |
| AQR CAPITAL MANAGEMENT LLC | $6.5M | 240,232 | 0.00% | 31q | +308.3%+$4.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.5M | 237,710 | 0.00% | 31q | -10.5%-$761.2K |
| Sixth Street Partners Management Company, L.P. | $6.5M | 237,710 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $6.2M | 227,493 | 0.00% | 31q | +1.7%+$105.1K |
| Public Sector Pension Investment Board | $5.7M | 208,748 | 0.01% | 31q | +94.3%+$2.8M |
| KENNEDY CAPITAL MANAGEMENT LLC | $5.2M | 191,504 | 0.09% | 25q | -1.9%-$101.8K |
| Nuveen, LLC | $5.2M | 189,904 | 0.00% | 6q | +267.0%+$3.8M |
| ENVESTNET ASSET MANAGEMENT INC | $5.2M | 189,539 | 0.00% | 7q | -5.1%-$275.0K |
| FMR LLC | $4.5M | 166,812 | 0.00% | 18q | -4.8%-$227.2K |
| SEI INVESTMENTS CO | $4.3M | 157,794 | 0.00% | 20q | +7.8%+$310.5K |
| VANGUARD FIDUCIARY TRUST CO | $4.3M | 156,225 | 0.00% | 2q | -3.1%-$138.1K |
| PRINCIPAL FINANCIAL GROUP INC | $4.2M | 152,870 | 0.00% | 31q | HELD |
| UBS Group AG | $4.1M | 150,118 | 0.00% | 31q | +34.2%+$1.0M |
| HERALD INVESTMENT MANAGEMENT Ltd | $4.1M | 150,000 | 0.55% | 20q | HELD |
| Man Group plc | $3.9M | 142,907 | 0.01% | 6q | +1212.0%+$3.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $3.7M | 136,688 | 0.01% | 31q | -52.6%-$4.1M |
| CRAWFORD INVESTMENT COUNSEL INC | $3.5M | 127,003 | 0.06% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $3.3M | 122,914 | 0.00% | 31q | -6.6%-$235.7K |
| MILLENNIUM MANAGEMENT LLC | $3.3M | 121,342 | 0.00% | 21q | -30.9%-$1.5M |
| PANAGORA ASSET MANAGEMENT INC | $2.7M | 98,152 | 0.01% | 31q | -54.4%-$3.2M |
| CONNORS INVESTOR SERVICES INC | $2.7M | 97,391 | 0.23% | 31q | -0.7%-$19.8K |
| AMERIPRISE FINANCIAL INC | $2.6M | 95,127 | 0.00% | 31q | -51.0%-$2.7M |
| Invesco Ltd. | $2.3M | 84,476 | 0.00% | 31q | -52.5%-$2.5M |
| Pinnacle Financial Partners, Inc. | $2.3M | 83,597 | 0.02% | 3q | +0.7%+$16.3K |
| Russell Investments Group, Ltd. | $2.2M | 82,156 | 0.00% | 31q | +46.5%+$710.2K |
| ROYAL BANK OF CANADA | $2.2M | 80,925 | 0.00% | 31q | +0.8%+$18.0K |
| STIFEL FINANCIAL CORP | $2.2M | 79,196 | 0.00% | 7q | -1.8%-$39.2K |
| Engineers Gate Manager LP | $2.1M | 77,048 | 0.03% | 5q | -13.2%-$319.1K |
| Quantinno Capital Management LP | $2.1M | 75,514 | 0.00% | 5q | +50.5%+$690.7K |
| Cerity Partners LLC | $2.0M | 73,617 | 0.00% | 4q | +4.1%+$79.4K |
| GLOBEFLEX CAPITAL L P | $2.0M | 72,988 | 0.25% | 16q | HELD |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $2.0M | 72,818 | 0.01% | 16q | -51.8%-$2.1M |
| Numerai GP LLC | $1.9M | 69,534 | 0.15% | 4q | -43.8%-$1.5M |
| CAMBIAR INVESTORS LLC | $1.8M | 67,694 | 0.08% | 19q | +0.7%+$12.7K |
| Campbell & CO Investment Adviser LLC | $1.8M | 66,601 | 0.10% | 9q | +5.3%+$91.8K |
| VICTORY CAPITAL MANAGEMENT INC | $1.7M | 63,400 | 0.00% | 28q | +70.0%+$711.2K |
| Legal & General Group Plc | $1.6M | 58,272 | 0.00% | 31q | -1.2%-$19.5K |
| RHUMBLINE ADVISERS | $1.6M | 57,487 | 0.00% | 31q | -13.4%-$241.7K |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $1.5M | 54,132 | 0.03% | 31q | -3.3%-$49.7K |
| AMERICAN CENTURY COMPANIES INC | $1.4M | 53,037 | 0.00% | 13q | +14.8%+$186.0K |
| Bridge City Capital, LLC | $1.4M | 51,765 | 0.32% | 8q | -3.2%-$45.9K |
| KLP KAPITALFORVALTNING AS | $1.4M | 50,100 | 0.00% | 7q | HELD |
| FRANKLIN RESOURCES INC | $1.3M | 48,727 | 0.00% | 13q | +14.0%+$163.4K |
| Swiss National Bank | $1.3M | 47,200 | 0.00% | 31q | HELD |
| Hillsdale Investment Management Inc. | $1.2M | 43,839 | 0.03% | new | NEW |
| MARTINGALE ASSET MANAGEMENT L P | $1.0M | 37,703 | 0.02% | 31q | HELD |
| CITIGROUP INC | $1.0M | 36,903 | 0.00% | 31q | -14.9%-$176.6K |
| Susquehanna Portfolio Strategies, LLC | $966.8K | 35,480 | 0.02% | 3q | -38.9%-$614.9K |
| MARSHALL WACE, LLP | $882.2K | 32,376 | 0.00% | 2q | HELD |
| Horizon Investments, LLC | $878.9K | 32,254 | 0.01% | 2q | +1.2%+$10.4K |
| PRUDENTIAL FINANCIAL INC | $804.8K | 29,533 | 0.00% | 31q | +20.8%+$138.4K |
| Cetera Investment Advisers | $727.6K | 26,701 | 0.00% | 4q | -10.1%-$81.3K |
| Corient Private Wealth LP | $725.0K | 26,606 | 0.00% | 2q | +71.3%+$301.7K |
| EntryPoint Capital, LLC | $714.4K | 26,218 | 0.17% | 5q | +26.2%+$148.1K |
| NEUBERGER BERMAN GROUP LLC | $708.5K | 26,001 | 0.00% | 6q | +27.9%+$154.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $697.7K | 25,602 | 0.00% | 31q | -9.2%-$70.4K |
| DEUTSCHE BANK AG\ | $695.0K | 25,506 | 0.00% | 34q | +22.0%+$125.3K |
| Pathstone Holdings, LLC | $685.6K | 25,160 | 0.00% | new | NEW |
| Inspire Investing, LLC | $682.6K | 25,050 | 0.03% | 11q | +1.0%+$6.8K |
| Tidal Investments LLC | $574.5K | 21,084 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $566.8K | options only | 0.00% | new | OPTIONS |
| GAMMA Investing LLC | $561.6K | 20,610 | 0.02% | 11q | +22.7%+$103.8K |
| NEW YORK STATE COMMON RETIREMENT FUND | $558.8K | 20,506 | 0.00% | 31q | HELD |
| Amundi | $555.1K | 20,371 | 0.00% | 3q | +29.8%+$127.5K |
| WELLS FARGO & COMPANY/MN | $553.0K | 20,292 | 0.00% | 31q | +13.4%+$65.1K |
| Callan Family Office, LLC | $552.4K | 20,272 | 0.01% | 2q | +46.1%+$174.3K |
| Formidable Asset Management, LLC | $530.8K | 19,479 | 0.08% | new | NEW |
| Graham Capital Management, L.P. | $528.9K | 19,410 | 0.01% | new | NEW |
| VARCOV Co. | $516.6K | 18,956 | 0.20% | new | NEW |
| Louisiana State Employees Retirement System | $495.4K | 20,700 | 0.00% | 24q | +97.1%+$244.1K |
| VOYA INVESTMENT MANAGEMENT LLC | $493.8K | 18,120 | 0.00% | 23q | -14.7%-$85.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $491.7K | 18,044 | 0.00% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $482.5K | 23,300 | 0.00% | 31q | HELD |
| FIRST TRUST ADVISORS LP | $473.1K | 17,361 | 0.00% | 2q | +46.9%+$151.0K |
| DIVERSIFIED TRUST CO | $459.7K | 16,868 | 0.01% | 10q | +23.0%+$85.9K |
| STRS OHIO | $455.1K | 16,700 | 0.00% | 21q | +21.9%+$81.8K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $436.7K | 16,025 | 0.00% | 3q | +7531.0%+$431.0K |
| VANGUARD ASSET MANAGEMENT, Ltd | $405.6K | 14,885 | 0.00% | 2q | HELD |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $400.7K | 14,705 | 0.00% | 6q | +15.9%+$55.0K |
| MetLife Investment Management, LLC | $397.2K | 14,577 | 0.00% | 32q | HELD |
| Jump Financial, LLC | $394.8K | 14,489 | 0.00% | 2q | +17.1%+$57.7K |
| Walleye Capital LLC | $378.8K | 13,902 | 0.00% | 3q | -59.1%-$546.7K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $364.6K | 13,379 | 0.00% | 31q | HELD |
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 |
|---|---|---|---|
| 2026-07-14 | 13G | Dimensional Fund Advisors LP | 5.3% |
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 | 205 | $593.2M | 21,759,870 | 43 | 76 | 51 | 0.1% |
| Q1 2026 | 183 | $432.0M | 20,846,311 | 35 | 76 | 39 | 0.0% |
| Q4 2025 | 172 | $459.0M | 19,897,613 | 19 | 61 | 59 | 0.0% |
| Q3 2025 | 177 | $584.6M | 20,662,863 | 22 | 44 | 71 | 0.0% |
| Q2 2025 | 181 | $574.9M | 20,777,691 | 20 | 64 | 62 | 0.0% |
| Q1 2025 | 188 | $673.9M | 20,942,595 | 22 | 62 | 65 | 0.0% |
| Q4 2024 | 185 | $669.0M | 21,036,753 | 22 | 64 | 53 | 0.0% |
| Q3 2024 | 182 | $586.7M | 20,340,097 | 22 | 64 | 54 | 0.0% |
| Q2 2024 | 174 | $567.1M | 20,328,921 | 27 | 57 | 61 | 0.1% |
| Q1 2024 | 159 | $539.6M | 20,229,676 | 20 | 49 | 53 | 0.1% |
| Q4 2023 | 158 | $535.3M | 19,751,393 | 19 | 46 | 51 | 0.2% |
| Q3 2023 | 148 | $421.5M | 19,471,970 | 15 | 45 | 51 | 0.0% |
| Q2 2023 | 146 | $476.8M | 19,407,848 | 16 | 44 | 52 | 0.0% |
| Q1 2023 | 144 | $510.1M | 18,832,910 | 19 | 49 | 41 | 0.0% |
| Q4 2022 | 123 | $408.6M | 16,476,827 | 18 | 52 | 29 | 0.0% |
| Q3 2022 | 153 | $458.4M | 21,558,797 | 16 | 40 | 67 | 0.0% |
| Q2 2022 | 150 | $470.3M | 21,619,985 | 14 | 46 | 64 | 0.2% |
| Q1 2022 | 151 | $434.9M | 21,777,228 | 14 | 43 | 60 | 0.2% |
| Q4 2021 | 155 | $592.5M | 22,484,790 | 20 | 52 | 41 | 0.0% |
| Q3 2021 | 150 | $651.7M | 22,795,109 | 15 | 41 | 57 | 0.0% |
| Q2 2021 | 144 | $644.1M | 23,047,229 | 14 | 48 | 48 | 0.0% |
| Q1 2021 | 139 | $520.4M | 23,282,586 | 11 | 37 | 61 | 0.0% |
| Q4 2020 | 147 | $518.6M | 23,634,440 | 14 | 43 | 55 | 0.0% |
| Q3 2020 | 156 | $467.9M | 23,304,604 | 16 | 51 | 54 | 0.0% |
| Q2 2020 | 167 | $509.7M | 23,042,162 | 26 | 58 | 57 | 0.0% |
| Q1 2020 | 159 | $567.5M | 23,683,634 | 25 | 57 | 48 | 0.0% |
| Q4 2019 | 155 | $659.0M | 24,228,543 | 23 | 57 | 47 | 0.0% |
| Q3 2019 | 143 | $609.1M | 23,523,415 | 14 | 58 | 34 | 0.0% |
| Q2 2019 | 145 | $609.5M | 23,567,768 | 14 | 57 | 38 | 0.0% |
| Q1 2019 | 159 | $653.7M | 23,306,155 | 19 | 48 | 56 | 0.0% |
| Q4 2018 | 155 | $573.9M | 23,740,254 | 5 | 3 | 1 | 0.1% |