HealthEquity Ownership | Who Owns HealthEquity?

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HealthEquity Ownership Summary

HealthEquity is owned by 107.18% institutional investors, 2.14% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.36% of HQY shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.46% of its assets in HealthEquity shares.

HQY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	HealthEquity	107.18%	2.14%	-9.33%
Sector	Healthcare Stocks	50.50%	12.33%	37.17%
Industry	Healthcare Information Services Stocks	51.03%	10.74%	38.23%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	11.28M	13.36%	$1.02B
Blackrock	10.74M	12.42%	$925.74M
Vanguard group	8.67M	10.08%	$794.12M
Wasatch advisors lp	7.96M	9.43%	$719.01M
Morgan stanley	4.55M	5.39%	$410.70M
Vanguard capital management	3.64M	4.31%	$328.83M
State street	3.24M	3.84%	$292.72M
Geode capital management	2.37M	2.81%	$214.50M
Aqr capital management	2.00M	2.37%	$176.05M
Dimensional fund advisors lp	1.87M	2.21%	$168.79M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Grandeur peak global advisors	211.04K	15.35%	$66.31M
Greenhouse funds lllp	1.18M	5.46%	$106.85M
Atalan capital partners, lp	915.27K	5.07%	$82.67M
Park west asset management	776.65K	4.78%	$70.15M
Wasatch advisors lp	7.96M	4.71%	$719.01M
12th street asset management company	345.39K	4.45%	$31.20M
Cadian capital management, lp	626.70K	4.28%	$56.60M
Ashford capital management	266.48K	2.75%	$22.27M
Summit creek advisors	84.16K	2.59%	$7.60M
Geneva capital management	1.15M	2.38%	$103.84M

Top Buyers

Holder	Shares	% Assets	Change
Morgan stanley	4.55M	0.02%	2.06M
Sixth street partners management company	1.19M	0.01%	1.19M
Arrowstreet capital, limited partnership	965.81K	0.04%	963.03K
Wasatch advisors lp	7.96M	4.71%	757.80K
Blackrock funding, inc. /de	11.28M	0.02%	745.52K

Top Sellers

Holder	Shares	% Assets	Change
Wealthfront advisers	-	-	-107.39M
Mackenzie financial	-	-	-1.28M
Vaughan nelson investment management	-	-	-835.41K
Balyasny asset management	-	-	-835.07K
Macquarie group	-	-	-633.14K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	1.19M	0.01%	1.19M	$107.38M
Norges bank	533.95K	0.00%	533.95K	$48.23M
Nationale-nederlanden powszechne towarzystwo emerytalne	456.92K	2.26%	456.92K	$41.27M
Diversify advisory services	90.67K	0.15%	90.67K	$8.98M
Moran wealth management	74.19K	0.18%	74.19K	$6.70M

Sold Out

Holder	Change
Mv capital management	-1.00
Tfo-tdc	-1.00
Tradewinds capital management	-1.00
Advisornet financial	-2.00
Harbour investments	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	500	1.63%	90,475,771	4.86%	107	1.07%	284	10.08%	155	-15.30%
Mar 31, 2026	263	-49.33%	32,330,290	-63.71%	37	0.35%	140	-48.34%	88	-51.38%
Dec 31, 2025	417	-17.10%	71,672,225	-19.01%	83	0.80%	217	-12.15%	143	-19.66%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	2.90M	3.46%	89.00
Vanguard US Total Market Shares ETF	2.76M	3.19%	2.14K
Vanguard Total Stock Mkt Idx Inv	2.52M	3.01%	-202.37K
Vanguard Morn Total Stk Mkt Idx Investor	2.52M	3.01%	-202.37K
Wasatch Core Growth	2.23M	2.66%	366.83K
iShares Russell 2000 ETF	2.16M	2.57%	-38.30K
Vanguard Small Cap Index	1.82M	2.17%	-144.06K
Eaton Vance Atlanta Capital SMID-Cap I	1.49M	1.78%	-
Vanguard Small Cap Growth Index Inv	1.05M	1.26%	-53.67K
Vanguard Morn Small Cap Growth Index Inv	1.05M	1.26%	-53.67K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 10, 2026	Fiore Michael Henry	EVP, CHIEF COMMERCIAL OFFICER	Sell	$223.63K
Jul 02, 2026	Fiore Michael Henry	EVP, CHIEF COMMERCIAL OFFICER	Sell	$234.65K
May 29, 2026	Fiore Michael Henry	EVP, CHIEF COMMERCIAL OFFICER	Sell	$298.49K
May 28, 2026	Wellborn Gayle Furgurson	-	Sell	$219.51K
May 28, 2026	Ladd Delano	EVP, General Counsel	Sell	$675.00K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	1
2026 Q2	-	3
2026 Q1	-	-
2025 Q4	-	6
2025 Q3	-	6

HQY Ownership FAQ

Who Owns HealthEquity?

HealthEquity shareholders are primarily institutional investors at 107.18%, followed by 2.14% insiders and -9.32% retail investors. The average institutional ownership in HealthEquity's industry, Healthcare Information Services Stocks , is 51.03%, which HealthEquity exceeds.

Who owns the most shares of HealthEquity?

HealthEquity’s largest shareholders are Blackrock funding, inc. /de (11.28M shares, 13.36%), Blackrock (10.74M shares, 12.42%), and Vanguard group (8.67M shares, 10.08%). Together, they hold 35.86% 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?

Grandeur peak global advisors is HealthEquity’s biggest shareholder by percentage of total assets invested, with 15.35% of its assets in 211.04K HealthEquity shares, valued at 66.31M$.

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 3.46% of its total shares outstanding invested in 2.9M HealthEquity shares.

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