HealthStream Ownership | Who Owns HealthStream?

Overview Forecast RevenueFinancials Chart Transcripts

HealthStream Ownership Summary

HealthStream is owned by 46.06% institutional investors, 20.40% insiders, and 33.54% retail investors. Blackrock is the largest institutional shareholder, holding 13.20% of HSTM shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.96% of its assets in HealthStream shares.

HSTM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	HealthStream	46.06%	20.40%	33.54%
Sector	Healthcare Stocks	35.58%	11.87%	52.55%
Industry	Healthcare Information Services Stocks	33.98%	12.11%	53.90%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	4.00M	13.20%	$111.62M
Blackrock funding, inc. /de	3.85M	13.00%	$79.77M
Vanguard group	2.54M	8.34%	$58.53M
Dimensional fund advisors lp	1.46M	4.92%	$30.16M
Copeland capital management	1.28M	4.31%	$26.44M
State street	995.56K	3.36%	$20.62M
Two sigma investments, lp	844.42K	2.85%	$17.49M
Geode capital management	714.75K	2.41%	$14.80M
Renaissance	477.85K	1.61%	$9.90M
Jpmorgan chase	453.74K	1.53%	$9.57M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Copeland capital management	1.28M	0.59%	$26.44M
Herald investment management	150.00K	0.43%	$3.11M
Bridge city capital	53.45K	0.31%	$1.11M
Nverses capital	14.77K	0.28%	$305.85K
Am investment strategies	57.74K	0.26%	$1.20M
Numerai gp	123.63K	0.26%	$2.56M
Globeflex capital l p	72.99K	0.23%	$1.51M
Invenomic capital management lp	240.37K	0.23%	$4.98M
Connors investor services	98.12K	0.19%	$2.03M
Entrypoint capital	20.78K	0.13%	$430.39K

Top Buyers

Holder	Shares	% Assets	Change
Two sigma investments, lp	844.42K	0.01%	624.87K
Copeland capital management	1.28M	0.59%	389.19K
Invenomic capital management lp	240.37K	0.23%	240.37K
Blackrock funding, inc. /de	3.85M	0.00%	219.55K
Vanguard fiduciary trust	161.29K	0.00%	161.29K

Top Sellers

Holder	Shares	% Assets	Change
Acadian asset management	348.73K	0.01%	-498.77K
Punch & associates investment management	-	-	-451.79K
Vanguard group	2.54M	0.00%	-448.18K
Stephens investment management group	-	-	-315.29K
Qube research	-	-	-223.04K

New Positions

Holder	Shares	% Assets	Change	Value
Invenomic capital management lp	240.37K	0.23%	240.37K	$4.98M
Vanguard fiduciary trust	161.29K	0.00%	161.29K	$3.34M
Norges bank	114.74K	0.00%	114.74K	$3.65M
Marshall wace, llp	32.38K	0.00%	32.38K	$670.51K
Xtx topco	18.75K	0.01%	18.75K	$388.35K

Sold Out

Holder	Change
Financial gravity asset management	-1.00
Dunhill financial	-1.00
Hughes financial services	-1.00
Mendota financial group	-2.00
Point72 (difc)	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	209	1.46%	22,352,089	-0.99%	73	1.33%	102	-4.67%	72	14.29%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.45M	4.96%	378.00
Vanguard Total Stock Mkt Idx Inv	751.14K	2.56%	-
Vanguard US Total Market Shares ETF	768.97K	2.52%	-
iShares Russell 2000 ETF	565.52K	1.93%	4.75K
Embark Small Cap Equity Institutional	419.31K	1.37%	9.23K
First Eagle Small Cap Opportunity I	375.02K	1.28%	5.00K
First Eagle US Small Cap Strategy	370.02K	1.26%	6.84K
Stephens Small Cap Growth	315.29K	1.06%	-1.15K
DFA US Targeted Value I	296.98K	1.01%	-
Vanguard Institutional Extnd Mkt Idx Tr	273.17K	0.93%	1.70K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 01, 2026	REBROVICK LINDA	-	Sell	$50.00K
May 28, 2026	REBROVICK LINDA	-	Sell	$50.00K
May 20, 2026	O'Hara Kevin P	Executive Vice President	Sell	$72.23K
Dec 10, 2025	Cunningham Jeff	Chief Technology Officer	Sell	$50.59K
Dec 08, 2025	O'Hara Kevin P	Executive Vice President	Sell	$48.52K

Insider Transactions Trends

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

HSTM Ownership FAQ

Who Owns HealthStream?

HealthStream shareholders are primarily institutional investors at 46.06%, followed by 20.40% insiders and 33.54% retail investors. The average institutional ownership in HealthStream's industry, Healthcare Information Services Stocks , is 33.98%, which HealthStream exceeds.

Who owns the most shares of HealthStream?

HealthStream’s largest shareholders are Blackrock (4M shares, 13.20%), Blackrock funding, inc. /de (3.85M shares, 13.00%), and Vanguard group (2.54M shares, 8.34%). Together, they hold 34.54% 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 0.59% of its assets in 1.28M HealthStream shares, valued at 26.44M$.

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 4.96% of its total shares outstanding invested in 1.45M HealthStream shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools