HealthStream Ownership | Who Owns HealthStream?

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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 4.82% 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	35.64%	12.08%	52.28%
Industry	Healthcare Information Services Stocks	33.91%	10.99%	55.11%

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	0.55%	$4.08M
Bridge city capital	53.45K	0.31%	$1.11M
Nverses capital	14.77K	0.28%	$305.85K
Am investment strategies	52.74K	0.28%	$1.44M
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
Park capital management, llc / wi	8.82K	0.14%	$240.38K

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
Robeco institutional asset management b.v.	10.29K	0.00%	-303.07K

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
Formidable asset management	19.48K	0.08%	19.48K	$530.80K

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 %
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	1.41M	4.82%	244.00
Vanguard Total Stock Mkt Idx Inv	751.14K	2.57%	-
Vanguard US Total Market Shares ETF	768.97K	2.52%	-
iShares Russell 2000 ETF	631.82K	2.16%	3.76K
First Eagle Small Cap Opportunity I	516.25K	1.77%	92.23K
Embark Small Cap Equity Institutional	419.31K	1.37%	9.23K
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	1.02%	-
Vanguard Institutional Extnd Mkt Idx Tr	268.85K	0.92%	3.06K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 06, 2026	REBROVICK LINDA	-	Sell	$174.00K
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

Insider Transactions Trends

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

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 33.91%, 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 4.82% of its total shares outstanding invested in 1.41M HealthStream shares.

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