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HQY · Healthequity, Inc.

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$101.23 +2.18 (+2.20%) At close · Jul 28
Market Cap
$8.28B
Shares
83.60M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 489
Total Value: $7,084,215,254
Total Shares: 83,818,031
Showing 1–100 of 496 holdings by value · page 1 of 5

Institutional Ownership Trend

26 quarters

Superinvestors Holding HQY

All superinvestors →
Joel Greenblatt $1,409,993

Holder Concentration

Across 486 13F filers
Top Holder
12.8%
Jun 2023 → Mar 2026 · range 11.5% – 12.8%
of institutional value
Top 5
32.9%
Jun 2023 → Mar 2026 · range 32.9% – 40.6%
of institutional value
Top 10
43.9%
Jun 2023 → Mar 2026 · range 43.9% – 53.5%
of institutional value
HHI
352
Jun 2023 → Mar 2026 · range 352 – 449
Broadly held
Showing 100 of 496
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $880,192,158 12.42% 10,532,394
Large WASATCH ADVISORS LP $719,013,585 10.15% 7,960,735
Mega VANGUARD CAPITAL MANAGEMENT LLC $319,555,300 4.51% 3,823,804
Mega STATE STREET CORP $259,058,392 3.66% 3,099,897
Mega MORGAN STANLEY $207,747,743 2.93% 2,485,913
Mega GEODE CAPITAL MANAGEMENT, LLC $188,838,615 2.67% 2,259,646
Mega AQR CAPITAL MANAGEMENT LLC $174,847,072 2.47% 2,092,223
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $138,694,109 1.96% 1,659,616
Mega DIMENSIONAL FUND ADVISORS LP $135,971,647 1.92% 1,627,039
Large BROWN ADVISORY INC $118,066,356 1.67% 1,412,784
Mega Clearbridge Investments, LLC $109,474,360 1.55% 1,309,972
Large MACKENZIE FINANCIAL CORP $107,108,075 1.51% 1,281,657
Mid Greenhouse Funds LLLP $105,118,858 1.48% 1,257,854
Mega JPMORGAN CHASE & CO $98,897,654 1.40% 1,183,411
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $98,223,080 1.39% 1,175,339
Large DAVENPORT & Co LLC $98,197,529 1.39% 1,087,218
Mid GENEVA CAPITAL MANAGEMENT LLC $98,117,029 1.39% 1,174,070
Mega FMR LLC $94,846,349 1.34% 1,134,933
Mega NORTHERN TRUST CORP Bank $86,593,057 1.22% 1,036,174
Large LOOMIS SAYLES & CO L P $77,879,383 1.10% 931,906
Mega Swedbank AB Bank $76,898,448 1.09% 851,400
Mid Atalan Capital Partners, LP $73,848,301 1.04% 883,670
Mega BANK OF AMERICA CORP /DE/ Bank $72,038,007 1.02% 862,008
Mega JANUS HENDERSON GROUP PLC $71,068,846 1.00% 850,411
Large Balyasny Asset Management L.P. $69,786,967 0.99% 835,072
Small CADIAN CAPITAL MANAGEMENT, LP $69,588,739 0.98% 832,700
Mega MILLENNIUM MANAGEMENT LLC $67,597,015 0.95% 808,867
Mega PRICE T ROWE ASSOCIATES INC /MD/ $67,142,393 0.95% 803,427
Mega GOLDMAN SACHS GROUP INC $66,924,359 0.94% 800,818
Mega UBS Group AG $65,741,760 0.93% 786,667
Large BAMCO INC /NY/ $62,679,589 0.88% 750,025
Mega AMERICAN CENTURY COMPANIES INC $62,079,890 0.88% 742,849
Large WESTFIELD CAPITAL MANAGEMENT CO LP $59,572,707 0.84% 712,848
Mid Stephens Investment Management Group LLC $57,213,609 0.81% 684,619
Mega Nuveen, LLC $56,866,208 0.80% 680,462
Mega AMERIPRISE FINANCIAL INC $53,320,499 0.75% 638,034
Mid Park West Asset Management LLC $52,077,146 0.74% 623,156
Large SEI INVESTMENTS CO $50,369,393 0.71% 602,721
Mega Bank of New York Mellon Corp Bank $50,079,649 0.71% 599,254
Mega VANGUARD FIDUCIARY TRUST CO Bank $49,676,932 0.70% 594,435
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $49,474,609 0.70% 592,014
Mega WELLINGTON MANAGEMENT GROUP LLP $41,577,745 0.59% 497,520
Large KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $40,568,554 0.57% 485,444
Large GW&K Investment Management, LLC $38,802,803 0.55% 464,315
Mega Invesco Ltd. $37,835,729 0.53% 452,743
Large Man Group plc $35,373,675 0.50% 423,282
Mid Aristotle Capital Boston, LLC $33,196,427 0.47% 397,229
Large BESSEMER GROUP INC $32,460,422 0.46% 388,422
Mega RAYMOND JAMES FINANCIAL INC $31,797,882 0.45% 380,494
Large Curated Wealth Partners LLC $28,818,853 0.41% 319,075
Large LAZARD ASSET MANAGEMENT LLC $28,530,714 0.40% 341,399
Mega FRANKLIN RESOURCES INC $28,529,793 0.40% 341,388
Large CIBC Bancorp USA Inc. Bank $26,928,592 0.38% 322,228
Mega PRINCIPAL FINANCIAL GROUP INC $25,409,374 0.36% 304,049
Mega ROYAL BANK OF CANADA Bank $24,988,012 0.35% 299,007
Mid Ranger Investment Management, L.P. $22,666,106 0.32% 271,223
Large Artisan Partners Limited Partnership $22,642,622 0.32% 270,942
Mega CITADEL ADVISORS LLC $22,466,290 0.32% 268,832
Large Allspring Global Investments Holdings, LLC $22,281,015 0.31% 266,615
Small ASHFORD CAPITAL MANAGEMENT INC $22,269,817 0.31% 266,481
Mega CITIGROUP INC $21,171,289 0.30% 253,336
Small 12th Street Asset Management Company, LLC $21,006,238 0.30% 251,361
Mega RHUMBLINE ADVISERS $20,801,826 0.29% 248,915
Mega ALLIANCEBERNSTEIN L.P. $18,570,674 0.26% 222,217
Large Retirement Systems of Alabama Pension $17,854,312 0.25% 213,645
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $16,284,529 0.23% 194,861
Large WCM INVESTMENT MANAGEMENT, LLC $16,160,014 0.23% 193,371
Mega JANE STREET GROUP, LLC $16,128,423 0.23% 192,993
Mid FRONTIER CAPITAL MANAGEMENT CO LLC $16,078,868 0.23% 192,400
Large Trexquant Investment LP $15,588,897 0.22% 186,537
Large GLENMEDE TRUST CO NA Bank $15,027,807 0.21% 179,823
Large Squarepoint Ops LLC $14,988,530 0.21% 179,353
Mid OPPENHEIMER ASSET MANAGEMENT INC. $14,528,976 0.21% 173,854
Mega Swiss National Bank Bank $14,140,044 0.20% 169,200
Mid SEGALL BRYANT & HAMILL, LLC $14,127,424 0.20% 169,049
Mid OBERWEIS ASSET MANAGEMENT INC/ $13,926,188 0.20% 166,641
Small Summit Creek Advisors LLC $13,465,049 0.19% 161,123
Mid Premier Fund Managers Ltd $13,118,347 0.19% 145,243
Mid AXIOM INVESTORS LLC /DE $12,840,029 0.18% 153,644
Mega California Public Employees Retirement System Pension $12,833,844 0.18% 153,570
Mid ArrowMark Colorado Holdings LLC $12,186,762 0.17% 145,827
Mid PEREGRINE CAPITAL MANAGEMENT LLC $11,984,651 0.17% 132,691
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $11,858,583 0.17% 141,900
Mega WELLS FARGO & COMPANY/MN $11,708,741 0.17% 140,107
Mega ENVESTNET ASSET MANAGEMENT INC $11,605,198 0.16% 138,868
Large Ensign Peak Advisors, Inc $11,229,885 0.16% 134,377
Mid DF DENT & CO INC $11,180,161 0.16% 133,782
Large Russell Investments Group, Ltd. $11,009,341 0.16% 131,738
Mid Private Advisory Group LLC $10,626,426 0.15% 127,156
Mid GDS Wealth Management $10,497,060 0.15% 125,608
Mid Granahan Investment Management, LLC $10,203,813 0.14% 122,099
Mega DEUTSCHE BANK AG\ Bank $10,059,150 0.14% 120,368
Mega LPL Financial LLC $10,034,500 0.14% 120,073
Mega Legal & General Group Plc $9,832,761 0.14% 117,659
Small TECTONIC ADVISORS LLC $9,061,173 0.13% 100,323
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $8,927,030 0.13% 106,821
Mid BEACON INVESTMENT ADVISORY SERVICES, INC. $8,511,485 0.12% 94,237
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $8,507,426 0.12% 101,800
Mid Portolan Capital Management, LLC $8,494,556 0.12% 101,646
Large STATE OF WISCONSIN INVESTMENT BOARD $8,483,357 0.12% 101,512
Key facts CIK 1428336 CUSIP 42226A107 13F (30d) 108 filings 107 filers Visit website Investor relations

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