HQY Institutional Ownership & Shareholders
HEALTHEQUITY INC (HQY) is currently held by 497 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.94B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of HQY tracked by InsiderSet, reporting ownership valued at approximately $1.02B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.16B, representing an estimated gain of +13.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed HQY value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Wasatch Advisors Lp, Morgan Stanley, and several other long-term asset managers with concentrated positions in HEALTHEQUITY INC (HQY).
This page ranks the largest institutional HQY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
497
Total Reported Value
$7.94B
Largest Holder
Blackrock, Inc.
Largest Position
$1.02B
Insider Transactions (90d)
12
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.02% | 11,277,914 | $1,018,621,255 | $1,155,647,848 | +$137,026,593 | +13.45% | |
| Wasatch Advisors Lp | 4.60% | 7,011,469 | $620,234,548 | $718,465,228 | +$98,230,680 | +15.84% | |
| Morgan Stanley | 0.02% | 4,547,219 | $410,704,974 | $465,953,531 | +$55,248,557 | +13.45% | |
| Vanguard Portfolio Management Llc | 0.02% | 4,057,643 | $366,486,316 | $415,786,678 | +$49,300,362 | +13.45% | |
| Vanguard Capital Management Llc | 0.01% | 3,640,776 | $328,834,888 | $373,070,317 | +$44,235,429 | +13.45% | |
| State Street Corp | 0.01% | 3,241,046 | $292,717,061 | $332,109,984 | +$39,392,923 | +13.46% | |
| Geode Capital Management, Llc | 0.01% | 2,374,467 | $214,497,588 | $243,311,633 | +$28,814,045 | +13.43% | |
| Aqr Capital Management Llc | 0.06% | 1,999,209 | $176,050,345 | $204,858,946 | +$28,808,601 | +16.36% | |
| Dimensional Fund Advisors Lp | 0.03% | 1,869,036 | $168,794,190 | $191,520,119 | +$22,725,929 | +13.46% | |
| William Blair Investment Management, Llc | 0.48% | 1,773,227 | $160,157,863 | $181,702,571 | +$21,544,708 | +13.45% | |
| Fmr Llc | 0.01% | 1,538,387 | $138,947,073 | $157,638,516 | +$18,691,443 | +13.45% | |
| Swedbank Ab | 0.11% | 1,403,000 | $124,109,380 | $143,765,410 | +$19,656,030 | +15.84% | |
| Brown Advisory Inc | 0.19% | 1,372,624 | $123,975,449 | $140,652,781 | +$16,677,332 | +13.45% | |
| Clearbridge Investments, Llc | 0.10% | 1,296,765 | $117,123,775 | $132,879,510 | +$15,755,735 | +13.45% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,188,902 | $107,381,628 | $121,826,788 | +$14,445,160 | +13.45% | |
| Greenhouse Funds Lllp | 5.63% | 1,183,024 | $106,850,728 | $121,224,469 | +$14,373,741 | +13.45% | |
| Geneva Capital Management Llc | 2.38% | 1,149,680 | $103,839,080 | $117,807,710 | +$13,968,630 | +13.45% | |
| Bank Of America Corp | 0.01% | 1,146,735 | $103,573,112 | $117,505,935 | +$13,932,823 | +13.45% | |
| Jpmorgan Chase & Co | 0.01% | 1,158,837 | $102,097,653 | $118,746,027 | +$16,648,374 | +16.31% | |
| Northern Trust Corp | 0.01% | 1,072,119 | $96,833,789 | $109,860,034 | +$13,026,245 | +13.45% | |
| Goldman Sachs Group Inc | 0.01% | 1,007,434 | $90,991,438 | $103,231,762 | +$12,240,324 | +13.45% | |
| Price T Rowe Associates Inc | 0.01% | 994,551 | $89,829,000 | $101,911,641 | +$12,082,641 | +13.45% | |
| Arrowstreet Capital, Limited Partnership | 0.04% | 965,807 | $87,231,688 | $98,966,243 | +$11,734,555 | +13.45% | |
| Davenport & Co Llc | 0.44% | 962,799 | $84,510,218 | $98,658,014 | +$14,147,796 | +16.74% | |
| Atalan Capital Partners, Lp | 5.07% | 915,270 | $82,667,186 | $93,787,717 | +$11,120,531 | +13.45% | |
| Loomis Sayles & Co L P | 0.10% | 908,554 | $82,060,598 | $93,099,528 | +$11,038,930 | +13.45% | |
| Janus Henderson Group Plc | 0.04% | 850,411 | $71,067,521 | $87,141,615 | +$16,074,094 | +22.62% | |
| Park West Asset Management Llc | 4.79% | 776,651 | $70,147,118 | $79,583,428 | +$9,436,310 | +13.45% | |
| American Century Companies Inc | 0.03% | 759,978 | $68,641,411 | $77,874,946 | +$9,233,535 | +13.45% | |
| Bamco Inc | 0.10% | 750,394 | $67,775,586 | $76,892,873 | +$9,117,287 | +13.45% | |
| Nuveen, Llc | 0.02% | 732,750 | $66,181,936 | $75,084,893 | +$8,902,957 | +13.45% | |
| Stephens Investment Management Group Llc | 0.71% | 729,080 | $65,850,506 | $74,708,828 | +$8,858,322 | +13.45% | |
| Westfield Capital Management Co Lp | 0.21% | 703,313 | $63,523,230 | $72,068,483 | +$8,545,253 | +13.45% | |
| Sei Investments Co | 0.05% | 683,320 | $61,716,402 | $70,019,800 | +$8,303,398 | +13.45% | |
| Citadel Advisors Llc | 0.04% | 682,961 | $61,685,037 | $69,983,014 | +$8,297,977 | +13.45% | |
| Nomura Asset Management International Inc. | 0.09% | 678,537 | $61,285,000 | $69,529,686 | +$8,244,686 | +13.45% | |
| Bank Of New York Mellon Corp | 0.01% | 666,260 | $60,176,587 | $68,271,662 | +$8,095,075 | +13.45% | |
| Gw&K Investment Management, Llc | 0.45% | 632,382 | $57,117,000 | $64,800,184 | +$7,683,184 | +13.45% | |
| Cadian Capital Management, Lp | 4.28% | 626,700 | $56,603,544 | $64,217,949 | +$7,614,405 | +13.45% | |
| Vanguard Fiduciary Trust Co | 0.01% | 601,824 | $54,356,744 | $61,668,905 | +$7,312,161 | +13.45% | |
| Norges Bank | 0.00% | 533,946 | $48,226,003 | $54,713,447 | +$6,487,444 | +13.45% | |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 2.26% | 456,922 | $41,269,195 | $46,820,797 | +$5,551,602 | +13.45% | |
| Ubs Group Ag | 0.01% | 435,457 | $39,330,476 | $44,621,279 | +$5,290,803 | +13.45% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.11% | 400,613 | $36,183,366 | $41,050,814 | +$4,867,448 | +13.45% | |
| Raymond James Financial Inc | 0.01% | 388,141 | $35,056,848 | $39,772,808 | +$4,715,960 | +13.45% | |
| Wellington Management Group Llp | 0.01% | 387,894 | $35,034,586 | $39,747,498 | +$4,712,912 | +13.45% | |
| Artisan Partners Limited Partnership | 0.06% | 384,107 | $34,692,544 | $39,359,444 | +$4,666,900 | +13.45% | |
| Principal Financial Group Inc | 0.02% | 361,622 | $31,989,083 | $37,055,406 | +$5,066,323 | +15.84% | |
| 12Th Street Asset Management Company, Llc | 4.44% | 345,390 | $31,195,617 | $35,392,113 | +$4,196,496 | +13.45% | |
| Aristotle Capital Boston, Llc | 2.02% | 332,884 | $30,066,082 | $34,110,623 | +$4,044,541 | +13.45% |
Frequently asked questions about HQY
Who are the largest institutional holders of HQY?
The largest institutional holders of HQY reported in the latest SEC Form 13F filings include Blackrock, Inc., Wasatch Advisors Lp, Morgan Stanley, Vanguard Portfolio Management Llc, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported HQY position.
What is HQY institutional ownership?
This page tracks HQY positions reported by institutional investment managers through SEC Form 13F. HEALTHEQUITY INC (HQY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HQY?
InsiderSet currently tracks 497 institutional managers reporting HQY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HQY shareholders.
How much HQY stock do institutions own?
Institutional investment managers disclosed approximately $7.94B in HQY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HQY institutional ownership last updated?
The latest HQY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HQY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HQY position after the reporting date.
Are institutions buying or selling HQY?
Institutional buying and selling can be analyzed by comparing HQY positions across consecutive 13F reporting periods. InsiderSet's HQY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HQY ownership changes.
How has HQY institutional ownership changed over time?
InsiderSet tracks HQY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.