HealthEquity Ownership | Who Owns HealthEquity?

Overview Forecast RevenueFinancials Chart Transcripts

HealthEquity Ownership Summary

HealthEquity is owned by 104.18% institutional investors, 2.19% insiders. Blackrock is the largest institutional shareholder, holding 12.42% of HQY shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.26% of its assets in HealthEquity shares.

HQY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	HealthEquity	104.18%	2.19%	-6.37%
Sector	Healthcare Stocks	488.17%	11.08%	-399.26%
Industry	Healthcare Information Services Stocks	54.77%	12.92%	32.31%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	10.74M	12.42%	$925.74M
Blackrock funding, inc. /de	10.72M	12.38%	$1.12B
Vanguard group	8.98M	10.29%	$861.26M
Wasatch advisors lp	6.10M	7.04%	$639.15M
Fmr	5.42M	6.21%	$519.65M
State street	3.11M	3.59%	$267.93M
Geode capital management	2.09M	2.40%	$200.52M
Clearbridge investments	2.06M	2.36%	$197.66M
Brown advisory	1.63M	1.88%	$170.45M
Invesco	1.62M	1.86%	$155.90M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Greenhouse funds lllp	911.82K	3.94%	$95.52M
Ashford capital management	307.68K	3.58%	$26.52M
Wasatch advisors lp	6.10M	3.35%	$639.15M
Summit creek advisors	239.70K	2.83%	$20.66M
Ranger investment management	413.67K	2.61%	$36.56M
1492 capital management	52.08K	2.51%	$5.46M
Van berkom & associates	838.32K	2.39%	$80.44M
Aristotle capital boston	443.32K	2.37%	$46.44M
Premier fund managers	612.93K	2.35%	$64.33M
12th street asset management company	126.92K	2.29%	$13.30M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	778.54K	0.01%	778.54K
Westfield capital management co lp	1.27M	0.56%	701.82K
Goldman sachs group	1.12M	0.02%	471.84K
Glenmede investment management, lp	228.82K	0.12%	228.82K
Viking global investors lp	219.75K	0.07%	219.75K

Top Sellers

Holder	Shares	% Assets	Change
Wealthfront advisers	-	-	-107.39M
Wasatch advisors lp	6.10M	3.35%	-1.13M
William blair investment management	-	-	-1.04M
Millennium management	588.69K	0.03%	-912.70K
Vaughan nelson investment management	-	-	-835.41K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	778.54K	0.01%	778.54K	$74.70M
Glenmede investment management, lp	228.82K	0.12%	228.82K	$23.97M
Viking global investors lp	219.75K	0.07%	219.75K	$23.02M
12th street asset management company	126.92K	2.29%	126.92K	$13.30M
Qube research	75.20K	0.01%	75.20K	$7.88M

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 %
Jun 30, 2025	485	1.68%	90,281,083	-1.78%	104	0.93%	248	-8.15%	172	18.62%
Mar 31, 2025	23	-94.93%	3,275,760	-98.34%	3	0.01%	15	-94.14%	7	-95.04%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	2.82M	3.26%	-5.06K
Vanguard US Total Market Shares ETF	2.76M	3.19%	2.14K
Vanguard Total Stock Mkt Idx Inv	2.59M	2.99%	-54.70K
iShares Russell 2000 ETF	2.01M	2.32%	-38.22K
Vanguard Small Cap Index	2.00M	2.31%	-13.36K
Wasatch Core Growth	1.61M	1.86%	-447.70K
Vanguard Small Cap Growth Index Inv	1.12M	1.30%	-2.85K
Fidelity Advisor Equity Growth I	933.43K	1.08%	39.30K
Vanguard Institutional Extnd Mkt Idx Tr	931.64K	1.08%	-404.47K
Van Berkom Sm-Cap Eq	926.43K	1.06%	926.43K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 05, 2025	Dilsaver Evelyn S	-	Sell	$322.92K
Jul 07, 2025	Fiore Michael Henry	EVP, CHIEF COMMERCIAL OFFICER	Sell	$71.46K
Jul 07, 2025	Fiore Michael Henry	EVP, CHIEF COMMERCIAL OFFICER	Sell	$111.04K
Jun 06, 2025	Kessler Jon	Former Director	Sell	$4.38M
Jun 06, 2025	Kessler Jon	Former Director	Sell	$5.87M

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	2
2025 Q2	-	15
2025 Q1	-	2
2024 Q4	-	13
2024 Q3	-	10

HQY Ownership FAQ

Who Owns HealthEquity?

HealthEquity shareholders are primarily institutional investors at 104.18%, followed by 2.19% insiders and -6.37% retail investors. The average institutional ownership in HealthEquity's industry, Healthcare Information Services Stocks , is 54.77%, which HealthEquity exceeds.

Who owns the most shares of HealthEquity?

HealthEquity’s largest shareholders are Blackrock (10.74M shares, 12.42%), Blackrock funding, inc. /de (10.72M shares, 12.38%), and Vanguard group (8.98M shares, 10.29%). Together, they hold 35.09% 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?

Greenhouse funds lllp is HealthEquity’s biggest shareholder by percentage of total assets invested, with 3.94% of its assets in 911.82K HealthEquity shares, valued at 95.52M$.

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 3.26% of its total shares outstanding invested in 2.82M HealthEquity shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools