HealthEquity Ownership | Who Owns HealthEquity?

Overview Forecast RevenueFinancials Chart Transcripts

HealthEquity Ownership Summary

HealthEquity is owned by 100.12% institutional investors, 2.06% insiders. Blackrock is the largest institutional shareholder, holding 12.42% of HQY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.15% of its assets in HealthEquity shares.

HQY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	HealthEquity	100.12%	2.06%	-2.19%
Sector	Healthcare Stocks	49.73%	8.84%	41.43%
Industry	Healthcare Information Services Stocks	52.99%	9.95%	37.06%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	10.74M	12.42%	$925.74M
Vanguard group	8.83M	10.21%	$760.76M
Wasatch advisors lp	7.28M	8.41%	$627.16M
Fmr	5.33M	6.16%	$459.43M
State street	3.11M	3.59%	$267.93M
Clearbridge investments	2.38M	2.75%	$204.92M
Mackenzie financial	2.36M	2.73%	$203.82M
Geode capital management	2.06M	2.39%	$177.94M
Brown advisory	1.73M	2.00%	$149.32M
Franklin resources	1.63M	1.88%	$140.38M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ophir asset management pty	334.47K	5.11%	$28.83M
Ashford capital management	307.68K	3.58%	$26.52M
Wasatch advisors lp	7.28M	3.35%	$627.16M
Greenhouse funds lllp	756.69K	3.28%	$65.23M
Overbrook management	142.50K	3.10%	$12.28M
Summit creek advisors	239.70K	2.83%	$20.66M
Aureus asset management	445.99K	2.69%	$38.44M
Eversept partners, lp	413.53K	2.44%	$35.65M
Van berkom & associates	930.17K	2.40%	$80.18M
Forest hill capital	31.68K	2.25%	$2.73M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	886.63K	0.01%	886.63K
Fmr	5.33M	0.03%	368.65K
Mackenzie financial	2.36M	0.30%	325.91K
Woodline partners lp	275.20K	0.23%	275.20K
Ranger investment management	250.96K	1.47%	250.96K

Top Sellers

Holder	Shares	% Assets	Change
William blair investment management	-	-	-1.04M
Goldman sachs group	711.91K	0.01%	-414.04K
Generate investment management	-	-	-280.56K
Man group	39.15K	0.01%	-207.40K
Blackrock	10.74M	0.02%	-186.71K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	886.63K	0.01%	886.63K	$76.43M
Woodline partners lp	275.20K	0.23%	275.20K	$23.72M
Ranger investment management	250.96K	1.47%	250.96K	$21.63M
Corebridge financial	154.94K	0.07%	154.94K	$13.36M
Overbrook management	142.50K	3.10%	142.50K	$12.28M

Sold Out

Holder	Change
Tfo-tdc	-1.00
Advisornet financial	-10.00
Abich financial wealth management	-15.00
Valley national advisers	-20.00
Innealta capital	-37.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	353	7.95%	87,305,115	2.98%	101	1.04%	181	24.83%	120	-9.09%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	2.75M	3.15%	-12.07K
iShares Core S&P Mid-Cap ETF	2.74M	3.14%	1.49K
Vanguard Small Cap Index	2.18M	2.50%	4.25K
iShares Russell 2000 ETF	2.18M	2.50%	-4.90K
Wasatch Core Growth	2.12M	2.43%	198.59K
Vanguard Institutional Extnd Mkt Idx Tr	1.30M	1.48%	-8.86K
Vanguard Small Cap Growth Index Inv	1.20M	1.37%	-1.49K
Fidelity Advisor Equity Growth I	1.12M	1.28%	-14.10K
Canada Life US Small-Mid Cap Growth A	1.08M	1.24%	-
Fidelity VIP Growth Initial	1.06M	1.21%	-26.10K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 12, 2024	Parker Stuart B.	-	Sell	$70.83K
Dec 12, 2024	Parker Stuart B.	-	Sell	$2.35M
Dec 12, 2024	Rosner Elimelech	EVP, CHIEF TECHNOLOGY OFFICER	Sell	$278.64K
Dec 12, 2024	McCowan Debra Charlotte	-	Sell	$477.80K
Dec 09, 2024	SELANDER ROBERT W	-	Sell	$253.92K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	13
2024 Q3	-	10
2024 Q2	-	10
2024 Q1	-	5
2023 Q4	-	6

HQY Ownership FAQ

Who Owns HealthEquity?

HealthEquity shareholders are primarily institutional investors at 100.12%, followed by 2.06% insiders and -2.18% retail investors. The average institutional ownership in HealthEquity's industry, Healthcare Information Services Stocks , is 52.99%, which HealthEquity exceeds.

Who owns the most shares of HealthEquity?

HealthEquity’s largest shareholders are Blackrock (10.74M shares, 12.42%), Vanguard group (8.83M shares, 10.21%), and Wasatch advisors lp (7.28M shares, 8.41%). Together, they hold 31.04% 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?

Ophir asset management pty is HealthEquity’s biggest shareholder by percentage of total assets invested, with 5.11% of its assets in 334.47K HealthEquity shares, valued at 28.83M$.

Who is the top mutual fund holder of HealthEquity shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of HealthEquity shares, with 3.15% of its total shares outstanding invested in 2.75M HealthEquity shares.

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