HealthEquity, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 10.94 M | $895.58 M | 100.00% | 12.56% |
| VANGUARD GROUP INC | 11/13/2024 | 8.88 M | $726.54 M | 0.58% | 10.19% |
| WASATCH ADVISORS LP | 11/14/2024 | 7.76 M | $635.07 M | 6.64% | 8.90% |
| FMR LLC | 11/13/2024 | 5.29 M | $433.00 M | -0.75% | 6.07% |
| STATE STREET CORP | 11/14/2024 | 3.13 M | $256.35 M | 0.76% | 3.59% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 2.39 M | $195.49 M | 0.47% | 2.74% |
| MACKENZIE FINANCIAL CORP | 11/13/2024 | 2.36 M | $192.96 M | -0.30% | 2.71% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 2.08 M | $170.20 M | 0.73% | 2.39% |
| BROWN ADVISORY INC | 11/13/2024 | 1.86 M | $152.41 M | 7.49% | 2.14% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 1.64 M | $139.37 M | 0.72% | 1.88% |
| INVESCO LTD. | 11/12/2024 | 1.61 M | $131.97 M | 3.58% | 1.85% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.58 M | $129.45 M | 2.22% | 1.82% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 10/28/2024 | 1.25 M | $102.24 M | -3.03% | 1.43% |
| JPMORGAN CHASE & CO | 12/26/2024 | 1.22 M | $99.47 M | -17.19% | 1.39% |
| LOOMIS SAYLES & CO L P | 11/13/2024 | 1.13 M | $92.22 M | 2.24% | 1.29% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.06 M | $86.91 M | 1.39% | 1.22% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 1.04 M | $84.94 M | -7.51% | 1.19% |
| ARROWMARK COLORADO HOLDINGS LLC | 11/14/2024 | 985,834 | $80.69 M | -12.05% | 1.13% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 947,294 | $77.54 M | 5.18% | 1.09% |
| VAN BERKOM & ASSOCIATES INC. | 11/04/2024 | 935,581 | $76.58 M | 0.58% | 1.07% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 899,240 | $73.60 M | -18.36% | 1.03% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 11/06/2024 | 843,423 | $69.03 M | 36.73% | 0.97% |
| GENEVA CAPITAL MANAGEMENT LLC | 11/05/2024 | 842,009 | $68.92 M | 0.08% | 0.97% |
| GREENHOUSE FUNDS LLLP | 11/14/2024 | 792,469 | $64.86 M | 4.73% | 0.91% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/07/2024 | 790,908 | $64.74 M | 0.29% | 0.91% |
| BAMCO INC /NY/ | 11/14/2024 | 750,000 | $61.39 M | -6.25% | 0.86% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 744,886 | $60.97 M | -17.34% | 0.85% |
| MORGAN STANLEY | 11/14/2024 | 705,255 | $57.73 M | 10.49% | 0.81% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 690,439 | $56.51 M | -3.45% | 0.79% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 647,195 | $52.97 M | -0.35% | 0.74% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 645,871 | $52.86 M | -9.28% | 0.74% |
| SEI INVESTMENTS CO | 11/12/2024 | 630,369 | $51.60 M | -2.31% | 0.72% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 602,946 | $49.35 M | 8.74% | 0.69% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2024 | 569,164 | $46.59 M | -2.13% | 0.65% |
| ARISTOTLE CAPITAL BOSTON, LLC | 11/14/2024 | 538,313 | $44.06 M | -0.59% | 0.62% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 531,767 | $43.53 M | -0.18% | 0.61% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 484,782 | $39.68 M | 7.43% | 0.56% |
| DAVENPORT & CO LLC | 10/24/2024 | 480,413 | $39.32 M | 18.79% | 0.55% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 462,475 | $37.85 M | 15.09% | 0.53% |
| AUREUS ASSET MANAGEMENT, LLC | 11/14/2024 | 423,082 | $34.63 M | -5.14% | 0.49% |
| ROYAL BANK OF CANADA | 11/14/2024 | 391,756 | $32.07 M | 22.06% | 0.45% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 383,645 | $31.19 M | 190.55% | 0.44% |
| WOODLINE PARTNERS LP | 11/14/2024 | 336,783 | $27.57 M | 22.38% | 0.39% |
| ENSIGN PEAK ADVISORS, INC | 11/14/2024 | 335,418 | $27.45 M | -18.98% | 0.39% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 332,971 | $27.25 M | 7.35% | 0.38% |
| EVERSEPT PARTNERS, LP | 11/14/2024 | 319,078 | $26.12 M | -22.84% | 0.37% |
| ASHFORD CAPITAL MANAGEMENT INC | 11/18/2024 | 305,222 | $24.98 M | -0.80% | 0.35% |
| MACQUARIE GROUP LTD | 11/14/2024 | 296,651 | $24.28 M | -18.13% | 0.34% |
| DF DENT & CO INC | 11/15/2024 | 296,579 | $24.27 M | 26.36% | 0.34% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 293,624 | $24.03 M | 33.33% | 0.34% |
HealthEquity, Inc.institutional Ownership - FAQ's
During the previous two years, 530 institutional investors and hedge funds held shares of HealthEquity, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 10.94 M
VANGUARD GROUP INC: 8.88 M
WASATCH ADVISORS LP: 7.76 M
FMR LLC: 5.29 M
STATE STREET CORP: 3.13 M
Clearbridge Investments, LLC: 2.39 M
100.38% of HealthEquity, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 108.34 M shares in the last 24 months. This purchase volume represents approximately $10.50 B in transactions.