HealthEquity Ownership | Who Owns HealthEquity?

Overview Forecast RevenueFinancials Chart Transcripts

HealthEquity Ownership Summary

HealthEquity is owned by 3.78% institutional investors, 2.23% insiders, and 93.99% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.59% of HQY shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.25% of its assets in HealthEquity shares.

HQY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	HealthEquity	3.78%	2.23%	93.99%
Sector	Healthcare Stocks	279.18%	10.62%	-189.80%
Industry	Healthcare Information Services Stocks	36.90%	10.30%	52.79%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
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
Mackenzie financial	1.94M	2.22%	$179.52M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
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
Ophir asset management pty	230.03K	3.29%	$22.07M
Eversept partners, lp	351.98K	3.16%	$31.10M
Summit creek advisors	239.70K	2.83%	$20.66M
Ranger investment management	413.67K	2.61%	$36.56M
Van berkom & associates	838.32K	2.39%	$80.44M
Forest hill capital	30.08K	2.23%	$2.89M
Aristotle capital boston	477.64K	2.11%	$42.21M

Top Buyers

Holder	Shares	% Assets	Change
T. rowe price investment management	814.03K	0.05%	814.03K
Norges bank	778.54K	0.01%	778.54K
Raymond james financial	476.58K	0.02%	476.58K
Goldman sachs group	1.12M	0.02%	471.84K
Artisan partners limited partnership	256.05K	0.04%	256.05K

Top Sellers

Holder	Shares	% Assets	Change
Wealthfront advisers	-	-	-107.39M
William blair investment management	-	-	-1.04M
Millennium management	588.69K	0.03%	-912.70K
Mackenzie financial	1.94M	0.26%	-422.38K
Iron triangle partners lp	-	-	-335.61K

New Positions

Holder	Shares	% Assets	Change	Value
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
Madison investment advisors	70.16K	0.08%	70.16K	$6.73M

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 %
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%
Mar 31, 2024	373	3.04%	85,702,430	0.47%	99	1.00%	178	3.49%	136	3.03%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	2.81M	3.25%	1.84K
Vanguard Total Stock Mkt Idx Inv	2.78M	3.21%	15.91K
Vanguard US Total Market Shares ETF	2.76M	3.19%	2.14K
iShares Russell 2000 ETF	2.20M	2.54%	1.08K
Vanguard Small Cap Index	2.18M	2.52%	12.82K
Wasatch Core Growth	2.06M	2.38%	-32.67K
Vanguard Institutional Extnd Mkt Idx Tr	1.34M	1.55%	6.85K
Vanguard Small Cap Growth Index Inv	1.21M	1.40%	-1.41K
Van Berkom Sm-Cap Eq	926.43K	1.06%	926.43K
Fidelity Advisor Equity Growth I	894.13K	1.03%	-233.70K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 06, 2025	Kessler Jon	Former Director	Sell	$1.89M
Jun 06, 2025	Kessler Jon	Former Director	Sell	$4.38M
Jun 06, 2025	Kessler Jon	Former Director	Sell	$1.74M
Jun 06, 2025	Kessler Jon	Former Director	Sell	$5.87M
Jun 06, 2025	Kessler Jon	Former Director	Sell	$7.03M

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	15
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 3.78%, followed by 2.23% insiders and 93.99% retail investors. The average institutional ownership in HealthEquity's industry, Healthcare Information Services Stocks , is 36.90%, which HealthEquity falls below.

Who owns the most shares of HealthEquity?

HealthEquity’s largest shareholders are Blackrock funding, inc. /de (10.98M shares, 12.59%), Blackrock (10.74M shares, 12.42%), and Vanguard group (8.98M shares, 10.29%). Together, they hold 35.31% 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?

Ashford capital management is HealthEquity’s biggest shareholder by percentage of total assets invested, with 3.58% of its assets in 307.68K HealthEquity shares, valued at 26.52M$.

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 3.25% of its total shares outstanding invested in 2.81M HealthEquity shares.

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