HealthEquity Ownership | Who Owns HealthEquity?

Overview Forecast RevenueFinancials Chart Transcripts

HealthEquity Ownership Summary

HealthEquity is owned by 102.06% institutional investors, 2.07% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.90% 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	102.06%	2.07%	-4.12%
Sector	Healthcare Stocks	42.54%	10.83%	46.63%
Industry	Healthcare Information Services Stocks	41.37%	12.81%	45.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	11.17M	12.90%	$1.06B
Blackrock	10.74M	12.42%	$925.74M
Vanguard group	8.75M	10.11%	$828.88M
Wasatch advisors lp	6.31M	7.29%	$597.78M
Fmr	3.49M	4.03%	$330.73M
State street	3.15M	3.64%	$298.54M
Geode capital management	2.20M	2.54%	$208.10M
Invesco	2.13M	2.46%	$201.78M
Westfield capital management co lp	1.72M	1.98%	$162.69M
Brown advisory	1.61M	1.85%	$152.13M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Atalan capital partners, lp	911.60K	6.03%	$86.39M
12th street asset management company	272.07K	4.36%	$25.78M
Greenhouse funds lllp	1.07M	3.71%	$101.30M
Wasatch advisors lp	6.31M	3.22%	$597.78M
Ashford capital management	271.96K	2.87%	$25.77M
Summit creek advisors	192.53K	2.66%	$18.25M
Premier fund managers	610.13K	2.39%	$58.16M
Aristotle capital boston	436.03K	2.13%	$41.32M
1492 capital management	54.97K	2.11%	$5.21M
Aureus asset management	297.46K	1.99%	$31.16M

Top Buyers

Holder	Shares	% Assets	Change
Price t rowe associates inc /md/	1.53M	0.02%	833.36K
Norges bank	778.54K	0.01%	778.54K
Point72 asset management	561.02K	0.09%	561.02K
Macquarie group	633.14K	0.07%	456.53K
Westfield capital management co lp	1.72M	0.68%	451.45K

Top Sellers

Holder	Shares	% Assets	Change
Wealthfront advisers	-	-	-107.39M
Fmr	3.49M	0.02%	-1.55M
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
Point72 asset management	561.02K	0.09%	561.02K	$53.17M
Private advisory group	95.51K	0.74%	95.51K	$9.05M
Madison investment advisors	70.16K	0.08%	70.16K	$6.73M
Commonwealth equity services	37.74K	0.00%	37.74K	$3.58M

Sold Out

Holder	Change
Tfo-tdc	-1.00
Trust co of vermont	-2.00
Newsquare capital	-2.00
Claris advisors, llc / mo /	-4.00
Swan capital	-6.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	481	-1.03%	88,330,299	2.40%	102	1.03%	241	-4.37%	168	-2.33%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	2.82M	3.27%	-
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	2.06M	2.39%	-
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%	-
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
Nov 20, 2025	Ladd Delano	EVP, General Counsel	Sell	$156.84K
Oct 20, 2025	Ladd Delano	EVP, General Counsel	Sell	$138.10K
Oct 07, 2025	Fiore Michael Henry	EVP, CHIEF COMMERCIAL OFFICER	Sell	$157.10K
Sep 19, 2025	Ladd Delano	EVP, General Counsel	Sell	$469.57K
Sep 19, 2025	Ladd Delano	EVP, General Counsel	Sell	$92.30K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	2
2025 Q3	-	6
2025 Q2	-	15
2025 Q1	-	2
2024 Q4	-	13

HQY Ownership FAQ

Who Owns HealthEquity?

HealthEquity shareholders are primarily institutional investors at 102.06%, followed by 2.07% insiders and -4.13% retail investors. The average institutional ownership in HealthEquity's industry, Healthcare Information Services Stocks , is 41.37%, which HealthEquity exceeds.

Who owns the most shares of HealthEquity?

HealthEquity’s largest shareholders are Blackrock funding, inc. /de (11.17M shares, 12.90%), Blackrock (10.74M shares, 12.42%), and Vanguard group (8.75M shares, 10.11%). Together, they hold 35.43% 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?

Atalan capital partners, lp is HealthEquity’s biggest shareholder by percentage of total assets invested, with 6.03% of its assets in 911.6K HealthEquity shares, valued at 86.39M$.

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 2.82M HealthEquity shares.

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