HQY · Company research
HealthEquity, Inc (HQY): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 1264 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 883 | 79753 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6144 | 554926 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35571 | 3212773 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80893 | 7306256 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Keebeck Wealth Management | 1803675 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5061 | 457110 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1991940 | 175410236 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Holocene Advisors, LP | 1700574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2563 | 231490 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33843 | 2336559 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 898009 | 79194346 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIRST AMERICAN BANK | 1291422 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19797 | 1788056 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2411 | 218 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500 | 135480 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MML INVESTORS SERVICES, LLC | 701059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3280 | 296268 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52699 | 4645680 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Torren Management, LLC | 2096203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 1897 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Peterson Wealth Services | 1906799 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8089 | 730598 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 312076 | 28186704 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22494 | 1989819 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1087218 | 98197530 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 1175 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67 | 6052 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Abound Wealth Management | 1950323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 904 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85262 | 7700864 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21918 | 1979611 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3173 | 286585 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| BENJAMIN EDWARDS INC | 1451623 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7768 | 701574 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 533946 | 48226003 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32966 | 2977489 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30300 | 2736696 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Walleye Trading LLC | 1388391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1900 | 171608 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24 | 2168 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| One Capital Management, LLC | 1606588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29923 | 2500665 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NICOLET BANKSHARES INC | 1174850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6012 | 580579 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Estate Planners Group, LLC | 2118977 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1932 | 174498 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Entropy Technologies, LP | 1976151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36184 | 3268139 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20767 | 1875675 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8840 | 798429 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92541 | 8358303 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 633 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1177719 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 703313 | 63523230 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28863 | 2606906 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Clearbridge Investments, LLC | 1348883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1296765 | 117123775 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8184 | 739179 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ADVISORY RESEARCH INC | 902584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27634 | 2495903 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Narus Financial Partners, LLC | 1698091 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4522 | 408427 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16314 | 1473480 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3373 | 304649 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 302 | 27277 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111986 | 10114576 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Expect Equity LLC | 2007407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24200 | 2185744 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92647 | 8367877 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CENTRAL TRUST Co | 44365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49 | 4426 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| CASTLEARK MANAGEMENT LLC | 1106832 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 127770 | 11540186 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allspring Global Investments Holdings, LLC | 1890906 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 201779 | 18622184 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1675908 | 151367965 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1260824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3978 | 359293 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Ares Systematic Credit Ltd | 2135379 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4100 | 370312 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cornerstone Financial Management LLC | 2110329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 4516 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 762152 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19722 | 1781291 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156551 | 14139686 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SEGALL BRYANT & HAMILL, LLC | 1006378 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 238243 | 21518108 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 223 | 20142 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| 1492 Capital Management LLC | 1584087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51501 | 4651570 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48587 | 4388378 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Henshaw Capital LLC | 2131483 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19569 | 1767472 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3640776 | 328834888 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MANGROVE PARTNERS IM, LLC | 1535392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7395 | 667916 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1694217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2164 | 195452 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Future Fund LLC | 1911970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60154 | 5433109 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Principia Wealth Advisory, LLC | 2041436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 181 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Wealth Enhancement Trust Services, Inc. | 2067696 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69 | 6232 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Curated Wealth Partners LLC | 1781284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 238732 | 303836 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1696715 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6556 | 592138 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Aureus Asset Management, LLC | 1381296 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31670 | 2860434 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| XPONANCE LLC | 1637541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12465 | 1125839 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| West Family Investments, Inc. | 1568303 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2708 | 244587 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NewEdge Wealth, LLC | 1861796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3593 | 324520 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| KING LUTHER CAPITAL MANAGEMENT CORP | 310051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80674 | 7286476 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2030780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90675 | 8981359 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.