Who Owns HQY?

HealthEquity, Inc. — Institutional Ownership & 13F Holdings

$81.35

-0.13 (-0.15%)

Market Cap

$7.1B

Shares Outstanding

85,436,287

Institutional Holders

459

Total Inst. Value

$917.5B

% of Float Held

109.8%

QoQ Holder Change

+183

Institutional data as of Q1 2025

New Positions

105

Closed Positions

53

Increased

182

Decreased

135

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1CANADA PENSION PLAN INVESTMENT BOARD$910.2B10,300
2BlackRock, Inc.$960.4M10,868,100
3VANGUARD GROUP INC$779.6M8,821,838
4WASATCH ADVISORS LP$639.3M7,234,036
5FMR LLC$440.5M4,985,213
6STATE STREET CORP$289.9M3,280,068
7Invesco Ltd.$216.2M2,446,198
8GEODE CAPITAL MANAGEMENT, LLC$189.4M2,142,792
9BROWN ADVISORY INC$170.8M1,932,930
10Clearbridge Investments, LLC$163.8M1,853,097

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
CANADA PENSION PLAN INVESTMENT BOARD+3K$910.2B
STATE STREET CORP+18K$289.9M
Invesco Ltd.+821K$216.2M
GEODE CAPITAL MANAGEMENT, LLC+53K$189.4M
MORGAN STANLEY+611K$124.4M

Top Sellers

Famous Fund Managers

Related Stocks

Frequently Asked Questions

How many institutional investors hold HQY?

As of Q1 2025, 459 institutional investors report holding HQY (HealthEquity, Inc.) in their 13F filings.

What percentage of HealthEquity, Inc. is owned by institutions?

Institutional investors hold approximately 109.8% of HealthEquity, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most HQY?

The largest institutional holder of HQY is CANADA PENSION PLAN INVESTMENT BOARD with $910.2B in shares.

Are institutions buying or selling HQY?

This quarter, 105 institutions opened new positions in HQY and 53 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.