HealthEquity, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 11.17 M | $1.06 B | 4.12% | 12.90% |
| VANGUARD GROUP INC | 11/07/2025 | 8.75 M | $828.88 M | 2.86% | 10.11% |
| WASATCH ADVISORS LP | 11/14/2025 | 6.31 M | $597.78 M | 3.39% | 7.29% |
| FMR LLC | 11/13/2025 | 3.49 M | $330.73 M | -30.76% | 4.03% |
| STATE STREET CORP | 11/14/2025 | 3.15 M | $298.54 M | -1.07% | 3.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 2.20 M | $208.10 M | 2.25% | 2.54% |
| INVESCO LTD. | 11/13/2025 | 2.13 M | $201.78 M | -10.01% | 2.46% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 1.76 M | $167.20 M | 59.31% | 2.04% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 11/12/2025 | 1.72 M | $162.69 M | 35.68% | 1.98% |
| BROWN ADVISORY INC | 11/14/2025 | 1.61 M | $152.13 M | -1.34% | 1.85% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.56 M | $147.75 M | 2.51% | 1.80% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 1.53 M | $145.35 M | 118.99% | 1.77% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/13/2025 | 1.36 M | $128.87 M | 2.91% | 1.57% |
| MORGAN STANLEY | 11/14/2025 | 1.30 M | $123.43 M | -7.25% | 1.50% |
| MACKENZIE FINANCIAL CORP | 11/13/2025 | 1.27 M | $120.14 M | 0.05% | 1.46% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.21 M | $114.21 M | 11.50% | 1.39% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.14 M | $108.23 M | 1.14% | 1.32% |
| GENEVA CAPITAL MANAGEMENT LLC | 11/13/2025 | 1.10 M | $104.02 M | -0.96% | 1.27% |
| NORTHERN TRUST CORP | 11/14/2025 | 1.08 M | $102.36 M | -0.66% | 1.25% |
| GREENHOUSE FUNDS LLLP | 11/13/2025 | 1.07 M | $101.30 M | 17.23% | 1.24% |
| LOOMIS SAYLES & CO L P | 11/13/2025 | 985.11 K | $93.36 M | -4.48% | 1.14% |
| ATALAN CAPITAL PARTNERS, LP | 11/14/2025 | 911.60 K | $86.39 M | 30.23% | 1.05% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 875.44 K | $82.97 M | -4.56% | 1.01% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 840.25 K | $79.63 M | 0.76% | 0.97% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 839.49 K | $79.56 M | -1.54% | 0.97% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 796.25 K | $75.46 M | -13.91% | 0.92% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 771.21 K | $73.09 M | 11.81% | 0.89% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 764.19 K | $69.32 M | -4.05% | 0.88% |
| BAMCO INC /NY/ | 11/14/2025 | 759.53 K | $71.98 M | -2.63% | 0.88% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 10/28/2025 | 724.24 K | $68.64 M | -28.74% | 0.84% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 690.57 K | $65.45 M | -5.72% | 0.80% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 675.53 K | $64.02 M | -4.69% | 0.78% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2025 | 652.25 K | $61.81 M | -5.01% | 0.75% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 645.84 K | $61.21 M | -2.08% | 0.75% |
| MACQUARIE GROUP LTD | 11/13/2025 | 633.14 K | $60.00 M | 258.48% | 0.73% |
| SEI INVESTMENTS CO | 11/13/2025 | 624.27 K | $59.16 M | -2.76% | 0.72% |
| PREMIER FUND MANAGERS LTD | 11/10/2025 | 610.13 K | $58.16 M | -0.46% | 0.70% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 11/12/2025 | 597.45 K | $56.62 M | -3.89% | 0.69% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2025 | 561.03 K | $53.17 M | 100.00% | 0.65% |
| NUVEEN, LLC | 11/12/2025 | 549.98 K | $52.12 M | 0.82% | 0.64% |
| UBS GROUP AG | 11/13/2025 | 549.22 K | $52.05 M | -12.94% | 0.63% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 446.99 K | $42.36 M | -10.40% | 0.52% |
| ARISTOTLE CAPITAL BOSTON, LLC | 11/14/2025 | 436.03 K | $41.32 M | -1.64% | 0.50% |
| CITADEL ADVISORS LLC | 11/14/2025 | 426.81 K | $40.45 M | -64.74% | 0.49% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 413.16 K | $39.16 M | -2.79% | 0.48% |
| DAVENPORT & CO LLC | 10/15/2025 | 386.39 K | $36.77 M | 23.86% | 0.45% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 378.28 K | $35.85 M | -20.43% | 0.44% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2025 | 370.92 K | $35.15 M | -4.35% | 0.43% |
| ROYAL BANK OF CANADA | 11/14/2025 | 351.10 K | $33.27 M | -26.02% | 0.41% |
| BESSEMER GROUP INC | 11/05/2025 | 349.34 K | $33.11 M | 21.29% | 0.40% |
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HealthEquity, Inc. institutional Ownership - FAQ's
During the previous two years, 687 institutional investors and hedge funds held shares of HealthEquity, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 11.17 M
VANGUARD GROUP INC: 8.75 M
WASATCH ADVISORS LP: 6.31 M
FMR LLC: 3.49 M
STATE STREET CORP: 3.15 M
GEODE CAPITAL MANAGEMENT, LLC: 2.2 M
102.22% of HealthEquity, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 112.45 M shares in the last 24 months. This purchase volume represents approximately $9.96 B in transactions.