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HealthEquity Ownership | Who Owns HealthEquity?

OverviewForecastRevenueFinancialsChartTranscripts

HealthEquity Ownership Summary

HealthEquity is owned by 83.34% institutional investors, 2.13% insiders, and 14.52% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.04% 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

TypeName% Inst% Insiders% Retail
StockHealthEquity83.34%2.13%14.52%
SectorHealthcare Stocks 232.52%10.72%-143.24%
IndustryHealthcare Information Services Stocks 33.19%12.66%54.15%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de11.22M13.04%$1.03B
Blackrock10.74M12.42%$925.74M
Vanguard group8.67M10.08%$794.12M
Wasatch advisors lp6.59M7.66%$603.68M
Fmr3.49M4.03%$330.73M
State street3.15M3.64%$298.54M
Geode capital management2.20M2.56%$201.69M
Invesco2.13M2.46%$201.78M
Westfield capital management co lp1.95M2.27%$178.86M
William blair investment management1.86M2.16%$169.96M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Atalan capital partners, lp911.60K6.03%$86.39M
12th street asset management company259.13K3.91%$23.74M
Greenhouse funds lllp1.07M3.71%$101.30M
Wasatch advisors lp6.59M3.59%$603.68M
Ashford capital management271.96K2.87%$25.77M
Summit creek advisors184.84K2.66%$16.93M
Aristotle capital boston436.03K2.13%$41.32M
Aureus asset management297.46K1.99%$31.16M
1492 capital management55.93K1.96%$5.12M
Geneva capital management1.12M1.93%$102.47M

Top Buyers

HolderShares% AssetsChange
William blair investment management1.86M0.47%1.86M
Price t rowe associates inc /md/1.53M0.02%833.36K
Norges bank730.57K0.01%730.57K
Point72 asset management561.02K0.09%561.02K
Northwestern mutual wealth management478.58K0.02%478.37K

Top Sellers

HolderShares% AssetsChange
Wealthfront advisers---107.39M
Fmr3.49M0.02%-1.55M
Millennium management588.69K0.03%-912.70K
Vaughan nelson investment management---835.41K
Macquarie group---633.14K

New Positions

HolderShares% AssetsChangeValue
William blair investment management1.86M0.47%1.86M$169.96M
Norges bank730.57K0.01%730.57K$66.93M
Point72 asset management561.02K0.09%561.02K$53.17M
Swedbank ab437.30K0.04%437.30K$40.06M
Capricorn fund managers75.60K1.67%75.60K$6.93M

Sold Out

HolderChange
Tfo-tdc-1.00
Trust co of vermont-2.00
Newsquare capital-2.00
Tortoise investment management-3.00
Claris advisors, llc / mo /-4.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2025417-17.10%71,672,225-19.01%830.80%217-12.15%143-19.66%
Sep 30, 2025481-1.03%88,330,2992.40%1021.03%241-4.37%168-2.33%
Jun 30, 20254851.68%90,281,083-1.78%1040.93%248-8.15%17218.62%
Mar 31, 202523-94.93%3,275,760-98.34%30.01%15-94.14%7-95.04%
Dec 31, 2024318-22.25%172,937,33897.73%1981.97%172-14.85%103-31.33%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF2.82M3.27%-
Vanguard US Total Market Shares ETF2.76M3.19%2.14K
Vanguard Total Stock Mkt Idx Inv2.59M2.99%-54.70K
iShares Russell 2000 ETF2.06M2.39%-
Vanguard Small Cap Index2.00M2.31%-13.36K
Wasatch Core Growth1.61M1.86%-447.70K
Vanguard Small Cap Growth Index Inv1.12M1.30%-2.85K
Fidelity Advisor Equity Growth I933.43K1.08%-
Vanguard Institutional Extnd Mkt Idx Tr931.64K1.08%-404.47K
Van Berkom Sm-Cap Eq926.43K1.06%926.43K

Recent Insider Transactions

DateNameRoleActivityValue
Dec 19, 2025Ladd Delano EVP, General CounselSell$142.08K
Dec 18, 2025Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICERSell$1.05M
Dec 12, 2025Wellborn Gayle Furgurson-Sell$425.33K
Nov 20, 2025Ladd Delano EVP, General CounselSell$156.84K
Oct 20, 2025Ladd Delano EVP, General CounselSell$138.10K

Insider Transactions Trends

DateBuySell
2026 Q1--
2025 Q4-6
2025 Q3-6
2025 Q2-15
2025 Q1-2

HQY Ownership FAQ

Who Owns HealthEquity?

HealthEquity shareholders are primarily institutional investors at 83.34%, followed by 2.13% insiders and 14.53% retail investors. The average institutional ownership in HealthEquity's industry, Healthcare Information Services Stocks , is 33.19%, which HealthEquity exceeds.

Who owns the most shares of HealthEquity?

HealthEquity’s largest shareholders are Blackrock funding, inc. /de (11.22M shares, 13.04%), Blackrock (10.74M shares, 12.42%), and Vanguard group (8.67M shares, 10.08%). Together, they hold 35.54% 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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