Recent Quarter Total Invested
$7.58 B
Recent Quarter Institutional Ownership Percentage
101.77%
Total Invested of Last Quarter
$6.99 B
Ownership Percentage of Last Quarter
99.11%
HealthEquity, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 10.74 M | $925.74 M | -1.71% | 12.42% |
| VANGUARD GROUP INC | 08/13/2024 | 8.83 M | $760.76 M | 0.65% | 10.21% |
| WASATCH ADVISORS LP | 08/14/2024 | 7.28 M | $627.16 M | -1.80% | 8.41% |
| FMR LLC | 08/13/2024 | 5.33 M | $459.43 M | 7.43% | 6.16% |
| STATE STREET CORP | 08/14/2024 | 3.11 M | $267.93 M | 1.80% | 3.59% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/27/2024 | 2.38 M | $204.92 M | 1.86% | 2.75% |
| MACKENZIE FINANCIAL CORP | 08/14/2024 | 2.36 M | $203.82 M | 15.99% | 2.73% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 2.06 M | $177.94 M | 4.46% | 2.39% |
| BROWN ADVISORY INC | 08/14/2024 | 1.73 M | $149.32 M | -7.20% | 2.00% |
| FRANKLIN RESOURCES INC | 08/14/2024 | 1.63 M | $140.38 M | 4.44% | 1.88% |
| INVESCO LTD. | 08/13/2024 | 1.56 M | $134.18 M | 7.73% | 1.80% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 1.55 M | $133.38 M | 8.09% | 1.79% |
| JPMORGAN CHASE & CO | 08/12/2024 | 1.47 M | $126.50 M | -4.48% | 1.70% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 08/06/2024 | 1.29 M | $111.03 M | 8.75% | 1.49% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 1.12 M | $96.72 M | 0.82% | 1.30% |
| ARROWMARK COLORADO HOLDINGS LLC | 08/14/2024 | 1.12 M | $96.62 M | 0.73% | 1.30% |
| LOOMIS SAYLES & CO L P | 08/13/2024 | 1.10 M | $94.99 M | 18.38% | 1.27% |
| JANUS HENDERSON GROUP PLC | 08/14/2024 | 1.10 M | $94.95 M | 0.07% | 1.27% |
| NORTHERN TRUST CORP | 08/14/2024 | 1.06 M | $91.09 M | 3.73% | 1.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 1.05 M | $90.28 M | -1.26% | 1.21% |
| VAN BERKOM & ASSOCIATES INC. | 08/07/2024 | 930,168 | $80.18 M | 1.84% | 1.08% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 901,174 | $77.68 M | 12.34% | 1.04% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 900,671 | $77.64 M | -35.88% | 1.04% |
| NORGES BANK | 08/14/2024 | 886,632 | $76.43 M | 100.00% | 1.03% |
| GENEVA CAPITAL MANAGEMENT LLC | 08/14/2024 | 841,369 | $72.53 M | -2.80% | 0.97% |
| BAMCO INC /NY/ | 08/14/2024 | 800,000 | $68.96 M | 0.00% | 0.93% |
| GW&K INVESTMENT MANAGEMENT, LLC | 08/12/2024 | 788,652 | $67.98 M | -0.77% | 0.91% |
| GREENHOUSE FUNDS LLLP | 08/14/2024 | 756,694 | $65.23 M | 49.41% | 0.88% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 715,105 | $61.64 M | 8.37% | 0.83% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 711,915 | $61.37 M | -36.77% | 0.82% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 649,500 | $55.99 M | 1.00% | 0.75% |
| SEI INVESTMENTS CO | 08/13/2024 | 645,244 | $55.62 M | 13.19% | 0.75% |
| MORGAN STANLEY | 10/17/2024 | 638,314 | $55.02 M | -0.43% | 0.74% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 07/19/2024 | 616,860 | $53.17 M | 1.84% | 0.71% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2024 | 581,529 | $50.13 M | 1.50% | 0.67% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 554,495 | $47.80 M | -2.56% | 0.64% |
| ARISTOTLE CAPITAL BOSTON, LLC | 08/14/2024 | 541,492 | $46.68 M | -7.07% | 0.63% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 532,710 | $45.92 M | -3.78% | 0.62% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/09/2024 | 451,259 | $38.90 M | 20.80% | 0.52% |
| AUREUS ASSET MANAGEMENT, LLC | 08/13/2024 | 445,991 | $38.44 M | 8.48% | 0.52% |
| ENSIGN PEAK ADVISORS, INC | 08/13/2024 | 414,019 | $35.69 M | 21.56% | 0.48% |
| EVERSEPT PARTNERS, LP | 08/14/2024 | 413,531 | $35.65 M | -1.85% | 0.48% |
| DAVENPORT & CO LLC | 08/06/2024 | 404,435 | $34.86 M | -6.68% | 0.47% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/09/2024 | 401,848 | $34.64 M | 26.60% | 0.46% |
| MACQUARIE GROUP LTD | 08/09/2024 | 362,353 | $31.24 M | -0.32% | 0.42% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 337,566 | $29.10 M | -7.28% | 0.39% |
| OPHIR ASSET MANAGEMENT PTY LTD | 08/14/2024 | 334,473 | $28.83 M | -3.82% | 0.39% |
| VICTORY CAPITAL MANAGEMENT INC | 08/05/2024 | 330,688 | $28.51 M | -8.06% | 0.38% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 323,280 | $27.87 M | 209.56% | 0.37% |
| ROYAL BANK OF CANADA | 11/06/2024 | 320,965 | $27.67 M | -2.94% | 0.37% |
HealthEquity, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of HQY shares?
During the previous two years, 380 institutional investors and hedge funds held shares of HealthEquity, Inc.. The most heavily invested institutionals were:
Integrated Advisors Network LLC: 0
Ashton Thomas Private Wealth, LLC: 0
LMCG INVESTMENTS, LLC: 0
VALLEY NATIONAL ADVISERS INC: 0
VisionPoint Advisory Group, LLC: 0
Lisanti Capital Growth, LLC: 0
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What percentage of HealthEquity, Inc. stock is owned by institutional investors?
101.77% of HealthEquity, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at HQY ?
Institutional investors have bought a total of 89.07 M shares in the last 24 months. This purchase volume represents approximately $8.66 B in transactions.