HealthStream Ownership | Who Owns HealthStream?

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HealthStream Ownership Summary

HealthStream is owned by 76.28% institutional investors, 20.44% insiders, and 3.28% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.89% of HSTM shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.55% of its assets in HealthStream shares.

HSTM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	HealthStream	76.28%	20.44%	3.28%
Sector	Healthcare Stocks	246.48%	12.12%	-158.60%
Industry	Healthcare Information Services Stocks	53.38%	12.65%	33.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	4.08M	13.89%	$111.18M
Blackrock	4.00M	13.20%	$111.62M
Vanguard group	2.54M	8.34%	$58.53M
Dimensional fund advisors lp	1.56M	5.30%	$42.45M
Copeland capital management	1.22M	4.15%	$36.16M
Vanguard capital management	1.05M	3.56%	$28.48M
State street	1.00M	3.42%	$27.36M
Two sigma investments, lp	805.58K	2.74%	$21.95M
Geode capital management	779.22K	2.65%	$21.24M
Goldman sachs group	665.92K	2.27%	$18.15M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Copeland capital management	1.22M	0.83%	$36.16M
Herald investment management	150.00K	0.55%	$4.08M
Bridge city capital	51.77K	0.32%	$1.41M
Am investment strategies	52.74K	0.28%	$1.44M
Globeflex capital l p	72.99K	0.25%	$1.99M
Connors investor services	97.39K	0.23%	$2.65M
Entrypoint capital	26.22K	0.17%	$714.44K
Numerai gp	69.53K	0.15%	$1.89M
Park capital management, llc / wi	8.82K	0.13%	$262.08K
Campbell & co investment adviser	66.60K	0.10%	$1.81M

Top Buyers

Holder	Shares	% Assets	Change
Goldman sachs group	665.92K	0.00%	391.46K
Sixth street partners management company	237.71K	0.00%	237.71K
Blackrock funding, inc. /de	4.08M	0.00%	228.22K
Acadian asset management	571.82K	0.02%	223.09K
Jpmorgan chase	635.57K	0.00%	181.83K

Top Sellers

Holder	Shares	% Assets	Change
Punch & associates investment management	-	-	-451.79K
Vanguard group	2.54M	0.00%	-448.18K
Stephens investment management group	-	-	-315.29K
Invenomic capital management lp	-	-	-240.37K
Qube research	-	-	-223.04K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	237.71K	0.00%	237.71K	$6.48M
Crawford investment counsel	127.00K	0.06%	127.00K	$3.46M
Norges bank	114.74K	0.00%	114.74K	$3.65M
Hillsdale investment management	43.84K	0.03%	43.84K	$1.19M
Pathstone	25.16K	0.00%	25.16K	$685.61K

Sold Out

Holder	Change
Financial gravity asset management	-1.00
Dunhill financial	-1.00
Mendota financial group	-2.00
Point72 (difc)	-2.00
Golden state wealth management	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	219	11.17%	22,407,225	4.22%	76	1.45%	123	-	63	36.96%
Mar 31, 2026	114	-40.31%	13,642,599	-35.48%	46	0.95%	66	-31.25%	30	-57.14%
Dec 31, 2025	129	-35.18%	16,959,429	-20.50%	55	1.13%	60	-21.05%	47	-45.35%
Sep 30, 2025	190	-3.55%	20,976,600	-4.51%	69	1.32%	72	-29.41%	84	23.53%
Jun 30, 2025	191	-9.91%	21,785,095	-2.87%	71	1.32%	98	-4.85%	68	-8.11%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.39M	4.55%	357.00
Vanguard Morn Total Stk Mkt Idx Investor	751.14K	2.57%	-
Vanguard Total Stock Mkt Idx Inv	751.14K	2.57%	-
Vanguard US Total Market Shares ETF	768.97K	2.52%	-
Vanguard MStar Total Stk Mkt Idx Invest	751.14K	2.46%	-
iShares Russell 2000 ETF	618.97K	2.02%	-7.10K
First Eagle Small Cap Opportunity I	548.39K	1.79%	-
First Eagle US Small Cap Strategy	520.62K	1.78%	150.60K
Embark Small Cap Equity Institutional	419.31K	1.37%	9.23K
Stephens Small Cap Growth	315.29K	1.06%	-1.15K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 23, 2026	REBROVICK LINDA	-	Sell	$420.00K
Sep 14, 2026	FRIST ROBERT A JR	CEO and Chairman	Sell	-
Jul 06, 2026	REBROVICK LINDA	-	Sell	$174.00K
Jun 01, 2026	REBROVICK LINDA	-	Sell	$50.00K
May 28, 2026	REBROVICK LINDA	-	Sell	$50.00K

Insider Transactions Trends

Date	Buy	Sell
2026 Q4	-	1
2026 Q3	-	2
2026 Q2	-	3
2026 Q1	-	-
2025 Q4	-	3

HSTM Ownership FAQ

Who Owns HealthStream?

HealthStream shareholders are primarily institutional investors at 76.28%, followed by 20.44% insiders and 3.28% retail investors. The average institutional ownership in HealthStream's industry, Healthcare Information Services Stocks , is 53.38%, which HealthStream exceeds.

Who owns the most shares of HealthStream?

HealthStream’s largest shareholders are Blackrock funding, inc. /de (4.08M shares, 13.89%), Blackrock (4M shares, 13.20%), and Vanguard group (2.54M shares, 8.34%). Together, they hold 35.42% of HealthStream’s total shares outstanding.

Does Blackrock own HealthStream?

Yes, BlackRock owns 13.20% of HealthStream, totaling 4M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 111.62M$. In the last quarter, BlackRock increased its holdings by 24.89K shares, a 0.63% change.

Who is HealthStream’s biggest shareholder by percentage of total assets invested?

Copeland capital management is HealthStream’s biggest shareholder by percentage of total assets invested, with 0.83% of its assets in 1.22M HealthStream shares, valued at 36.16M$.

Who is the top mutual fund holder of HealthStream shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of HealthStream shares, with 4.55% of its total shares outstanding invested in 1.39M HealthStream shares.

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