HealthEquity Ownership | Who Owns HealthEquity?

Overview Forecast RevenueFinancials Chart Transcripts

HealthEquity Ownership Summary

HealthEquity is owned by 198.34% institutional investors, 2.69% insiders. Wealthfront advisers is the largest institutional shareholder, holding 123.16% of HQY shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.27% of its assets in HealthEquity shares.

HQY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	HealthEquity	198.34%	2.69%	-101.03%
Sector	Healthcare Stocks	57.39%	9.93%	32.68%
Industry	Healthcare Information Services Stocks	40.75%	11.44%	47.80%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Wealthfront advisers	107.39M	123.16%	$1.99B
Blackrock funding, inc. /de	10.98M	12.59%	$1.05B
Blackrock	10.74M	12.42%	$925.74M
Vanguard group	8.98M	10.29%	$861.26M
Wasatch advisors lp	7.51M	8.62%	$720.94M
Fmr	5.42M	6.21%	$519.65M
State street	3.11M	3.59%	$267.93M
Geode capital management	2.09M	2.40%	$200.52M
Brown advisory	2.09M	2.39%	$200.15M
Clearbridge investments	2.06M	2.36%	$197.66M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Wealthfront advisers	107.39M	6.00%	$1.99B
Ashford capital management	307.68K	3.58%	$26.52M
Wasatch advisors lp	7.51M	3.57%	$720.94M
Greenhouse funds lllp	884.40K	3.54%	$84.86M
Eversept partners, lp	386.70K	3.29%	$37.10M
Ophir asset management pty	230.03K	3.29%	$22.07M
Summit creek advisors	239.70K	2.83%	$20.66M
Van berkom & associates	838.32K	2.39%	$80.44M
Forest hill capital	30.08K	2.23%	$2.89M
First turn management	125.87K	2.16%	$12.08M

Top Buyers

Holder	Shares	% Assets	Change
Wealthfront advisers	107.39M	6.00%	107.39M
T. rowe price investment management	814.03K	0.05%	814.03K
Norges bank	778.54K	0.01%	778.54K
Millennium management	1.50M	0.07%	554.09K
Raymond james financial	476.58K	0.02%	476.58K

Top Sellers

Holder	Shares	% Assets	Change
William blair investment management	-	-	-1.04M
Mackenzie financial	1.94M	0.26%	-422.38K
Clearbridge investments	2.06M	0.16%	-328.37K
Franklin resources	1.36M	0.04%	-282.78K
Generate investment management	-	-	-280.56K

New Positions

Holder	Shares	% Assets	Change	Value
Wealthfront advisers	107.39M	6.00%	107.39M	$1.99B
T. rowe price investment management	814.03K	0.05%	814.03K	$78.11M
Norges bank	778.54K	0.01%	778.54K	$74.70M
Raymond james financial	476.58K	0.02%	476.58K	$45.73M
Artisan partners limited partnership	256.05K	0.04%	256.05K	$24.57M

Sold Out

Holder	Change
Tfo-tdc	-1.00
Quest partners	-2.00
Trust co of vermont	-2.00
Claris advisors, llc / mo /	-4.00
Riverview trust	-6.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	318	-22.25%	172,937,338	97.73%	198	1.97%	172	-14.85%	103	-31.33%
Sep 30, 2024	404	3.86%	87,237,447	-0.87%	100	0.97%	200	-5.21%	147	23.53%
Jun 30, 2024	389	4.29%	88,004,116	2.69%	101	1.04%	211	18.54%	119	-12.50%
Mar 31, 2024	373	3.04%	85,702,430	0.47%	99	1.00%	178	3.49%	136	3.03%
Dec 31, 2023	362	2.55%	85,301,269	-2.30%	99	0.96%	172	-4.97%	132	10.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	2.83M	3.27%	4.96K
Vanguard US Total Market Shares ETF	2.76M	3.19%	2.14K
Vanguard Total Stock Mkt Idx Inv	2.75M	3.18%	1.58K
iShares Russell 2000 ETF	2.26M	2.61%	-19.58K
Vanguard Small Cap Index	2.23M	2.58%	1.85K
Wasatch Core Growth	2.09M	2.41%	-32.14K
Vanguard Institutional Extnd Mkt Idx Tr	1.33M	1.53%	3.93K
Vanguard Small Cap Growth Index Inv	1.25M	1.45%	-5.37K
Fidelity Advisor Equity Growth I	1.13M	1.30%	-
Fidelity VIP Growth Initial	1.05M	1.21%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 09, 2025	SELANDER ROBERT W	-	Sell	$256.27K
Apr 09, 2025	SELANDER ROBERT W	-	Sell	$158.72K
Apr 09, 2025	SELANDER ROBERT W	-	Sell	$31.52K
Apr 04, 2025	Fiore Michael Henry	EVP, CHIEF COMMERCIAL OFFICER	Sell	$695.05K
Feb 10, 2025	SELANDER ROBERT W	-	Sell	$416.41K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	4
2025 Q1	-	2
2024 Q4	-	13
2024 Q3	-	10
2024 Q2	-	10

HQY Ownership FAQ

Who Owns HealthEquity?

HealthEquity shareholders are primarily institutional investors at 198.34%, followed by 2.69% insiders and -101.03% retail investors. The average institutional ownership in HealthEquity's industry, Healthcare Information Services Stocks , is 40.75%, which HealthEquity exceeds.

Who owns the most shares of HealthEquity?

HealthEquity’s largest shareholders are Wealthfront advisers (107.39M shares, 123.16%), Blackrock funding, inc. /de (10.98M shares, 12.59%), and Blackrock (10.74M shares, 12.42%). Together, they hold 148.18% of HealthEquity’s total shares outstanding.

Does Blackrock own HealthEquity?

Yes, BlackRock owns 12.42% of HealthEquity, totaling 10.74M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 925.74M$. In the last quarter, BlackRock decreased its holdings by -187K shares, a -1.71% change.

Who is HealthEquity’s biggest shareholder by percentage of total assets invested?

Wealthfront advisers is HealthEquity’s biggest shareholder by percentage of total assets invested, with 6.00% of its assets in 107.39M HealthEquity shares, valued at 1.99B$.

Who is the top mutual fund holder of HealthEquity shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of HealthEquity shares, with 3.27% of its total shares outstanding invested in 2.83M HealthEquity shares.

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