HQY HealthEquity, Inc.
HealthEquity, Inc. (HQY) Institutional Ownership
What the institutions did with HQY last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 11.3M | 12.6% |
| WASATCH ADVISORS LP | 8.0M | 8.9% |
| MORGAN STANLEY | 4.5M | 5.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.1M | 4.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.6M | 4.1% |
| STATE STREET CORP | 3.2M | 3.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4M | 2.6% |
| AQR CAPITAL MANAGEMENT LLC | 2.0M | 2.2% |
| DIMENSIONAL FUND ADVISORS LP | 1.9M | 2.1% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.8M | 2.0% |
| FMR LLC | 1.5M | 1.7% |
| BROWN ADVISORY INC | 1.4M | 1.5% |
| Clearbridge Investments, LLC | 1.3M | 1.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | 1.3% |
| Greenhouse Funds LLLP | 1.2M | 1.3% |
| JPMORGAN CHASE & CO | 1.2M | 1.3% |
| GENEVA CAPITAL MANAGEMENT LLC | 1.1M | 1.3% |
| BANK OF AMERICA CORP /DE/ | 1.1M | 1.3% |
| DAVENPORT & Co LLC | 1.1M | 1.2% |
| NORTHERN TRUST CORP | 1.1M | 1.2% |
| GOLDMAN SACHS GROUP INC | 1.0M | 1.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 994.6K | 1.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 965.8K | 1.1% |
| Atalan Capital Partners, LP | 915.3K | 1.0% |
| LOOMIS SAYLES & CO L P | 908.6K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| MORGAN STANLEY | Increased | 2.5M | 4.5M | +2.1M |
| MACKENZIE FINANCIAL CORP | Sold Out | 1.3M | 0 | -1.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 2.8K | 965.8K | +963.0K |
| Balyasny Asset Management L.P. | Sold Out | 835.1K | 0 | -835.1K |
| WASATCH ADVISORS LP | Increased | 7.2M | 8.0M | +757.8K |
| BlackRock, Inc. | Increased | 10.5M | 11.3M | +745.5K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 808.9K | 250.0K | -558.9K |
| AMERIPRISE FINANCIAL INC | Reduced | 638.0K | 125.9K | -512.2K |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | New | 0 | 456.9K | +456.9K |
| CITADEL ADVISORS LLC | Increased | 268.8K | 683.0K | +414.1K |
| FMR LLC | Increased | 1.1M | 1.5M | +403.5K |
| Man Group plc | Reduced | 423.3K | 67.6K | -355.7K |
| UBS Group AG | Reduced | 786.7K | 435.5K | -351.2K |
| BANK OF AMERICA CORP /DE/ | Increased | 862.0K | 1.1M | +284.7K |
| BESSEMER GROUP INC | Reduced | 388.4K | 108.7K | -279.7K |
| Invesco Ltd. | Reduced | 452.7K | 198.1K | -254.6K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.6M | 1.9M | +242.0K |
| GOLDMAN SACHS GROUP INC | Increased | 800.8K | 1.0M | +206.6K |
| CADIAN CAPITAL MANAGEMENT, LP | Reduced | 832.7K | 626.7K | -206.0K |
| WCM INVESTMENT MANAGEMENT, LLC | Sold Out | 193.4K | 0 | -193.4K |
| CITIGROUP INC | Reduced | 253.3K | 61.7K | -191.6K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 803.4K | 994.6K | +191.1K |
| JANE STREET GROUP, LLC | Reduced | 193.0K | 5.6K | -187.4K |
| Trexquant Investment LP | Sold Out | 186.5K | 0 | -186.5K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 3.8M | 3.6M | -183.0K |
| Squarepoint Ops LLC | Sold Out | 179.4K | 0 | -179.4K |
| GW&K Investment Management, LLC | Increased | 464.3K | 632.4K | +168.1K |
| Park West Asset Management LLC | Increased | 623.2K | 776.7K | +153.5K |
| ArrowMark Colorado Holdings LLC | Sold Out | 145.8K | 0 | -145.8K |
| Swedbank AB | Increased | 706.3K | 851.4K | +145.1K |
| Premier Fund Managers Ltd | Reduced | 287.8K | 145.2K | -142.6K |
| STATE STREET CORP | Increased | 3.1M | 3.2M | +141.1K |
| NEUBERGER BERMAN GROUP LLC | Increased | 5.4K | 137.4K | +132.0K |
| Private Advisory Group LLC | Reduced | 127.2K | 2.6K | -124.6K |
| Qube Research & Technologies Ltd | Increased | 40.6K | 156.6K | +116.0K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 2.3M | 2.4M | +114.8K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Increased | 1.7M | 1.8M | +113.6K |
| DF DENT & CO INC | Increased | 133.8K | 247.1K | +113.4K |
| Artisan Partners Limited Partnership | Increased | 270.9K | 384.1K | +113.2K |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 497.5K | 387.9K | -109.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 4.2M | 4.1M | -106.0K |
| LPL Financial LLC | Reduced | 120.1K | 21.9K | -98.2K |
| 12th Street Asset Management Company, LLC | Increased | 251.4K | 345.4K | +94.0K |
| AQR CAPITAL MANAGEMENT LLC | Reduced | 2.1M | 2.0M | -93.0K |
| Diversify Advisory Services, LLC | New | 0 | 90.7K | +90.7K |
| ROYAL BANK OF CANADA | Reduced | 299.0K | 212.3K | -86.7K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Increased | 592.0K | 678.5K | +86.5K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | 485.4K | 400.6K | -84.8K |
| Public Sector Pension Investment Board | Increased | 57.3K | 141.0K | +83.6K |
| SEI INVESTMENTS CO | Increased | 602.7K | 683.3K | +80.6K |
| CASTLEARK MANAGEMENT LLC | Increased | 48.5K | 127.8K | +79.3K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | Reduced | 77.9K | 430 | -77.5K |
| Summit Creek Advisors LLC | Reduced | 161.1K | 84.2K | -77.0K |
| Greenhouse Funds LLLP | Reduced | 1.3M | 1.2M | -74.8K |
| Moran Wealth Management, LLC | New | 0 | 74.2K | +74.2K |
| Wealthspire Advisors, LLC | Increased | 38.0K | 112.0K | +74.0K |
| Cornerstone Advisors, LLC | Sold Out | 72.0K | 0 | -72.0K |
| DAVENPORT & Co LLC | Increased | 1.0M | 1.1M | +71.8K |
| SEGALL BRYANT & HAMILL, LLC | Increased | 169.0K | 238.2K | +69.2K |
| MIROVA | Reduced | 80.6K | 12.9K | -67.7K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.