Healthequity Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 10.53 M | $880.19 M | -6.09% | 12.23% |
| WASATCH ADVISORS LP | 04/21/2026 | 7.20 M | $601.95 M | 9.31% | 8.36% |
| 05/08/2026 | 4.16 M | $347.95 M | 100.00% | 4.83% | |
| 05/15/2026 | 3.82 M | $319.56 M | 100.00% | 4.44% | |
| STATE STREET CORP | 05/15/2026 | 3.10 M | $259.06 M | 0.29% | 3.60% |
| MORGAN STANLEY | 05/15/2026 | 2.49 M | $207.75 M | 67.28% | 2.89% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 2.26 M | $188.87 M | 2.65% | 2.62% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 2.09 M | $172.59 M | 18.72% | 2.43% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/08/2026 | 1.66 M | $138.69 M | -10.54% | 1.93% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.63 M | $135.96 M | 2.86% | 1.89% |
| BROWN ADVISORY INC | 05/15/2026 | 1.41 M | $118.07 M | -6.76% | 1.64% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 1.31 M | $109.47 M | -3.60% | 1.52% |
| MACKENZIE FINANCIAL CORP | 05/13/2026 | 1.28 M | $107.11 M | 9.37% | 1.49% |
| GREENHOUSE FUNDS LLLP | 05/15/2026 | 1.26 M | $105.12 M | 16.50% | 1.46% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.18 M | $96.42 M | 1.55% | 1.37% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.18 M | $98.22 M | 3.76% | 1.36% |
| GENEVA CAPITAL MANAGEMENT LLC | 05/06/2026 | 1.17 M | $98.12 M | 4.96% | 1.36% |
| FMR LLC | 05/15/2026 | 1.13 M | $94.85 M | -44.71% | 1.32% |
| NORTHERN TRUST CORP | 05/14/2026 | 1.04 M | $86.59 M | 1.76% | 1.20% |
| DAVENPORT & CO LLC | 04/15/2026 | 1.02 M | $84.86 M | 157.45% | 1.18% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 931.91 K | $77.88 M | -2.22% | 1.08% |
| ATALAN CAPITAL PARTNERS, LP | 05/15/2026 | 883.67 K | $73.85 M | -3.44% | 1.03% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 862.01 K | $72.04 M | 43.46% | 1.00% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 850.41 K | $71.07 M | 3.68% | 0.99% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 835.07 K | $69.79 M | 196.51% | 0.97% |
| CADIAN CAPITAL MANAGEMENT, LP | 05/15/2026 | 832.70 K | $69.59 M | 46.94% | 0.97% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 808.87 K | $67.60 M | -15.00% | 0.94% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 803.43 K | $67.14 M | -39.03% | 0.93% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 800.82 K | $66.92 M | -13.35% | 0.93% |
| UBS GROUP AG | 05/05/2026 | 786.67 K | $65.74 M | 27.35% | 0.91% |
| BAMCO INC /NY/ | 05/15/2026 | 750.03 K | $62.68 M | -0.79% | 0.87% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 742.85 K | $62.08 M | -0.61% | 0.86% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 05/11/2026 | 712.85 K | $59.57 M | -63.49% | 0.83% |
| SWEDBANK AB | 04/29/2026 | 706.30 K | $59.03 M | 61.51% | 0.82% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 04/28/2026 | 684.62 K | $57.21 M | -5.72% | 0.79% |
| NUVEEN, LLC | 04/30/2026 | 680.46 K | $56.87 M | 0.95% | 0.79% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 638.03 K | $53.32 M | -5.22% | 0.74% |
| PARK WEST ASSET MANAGEMENT LLC | 05/15/2026 | 623.16 K | $52.08 M | 100.00% | 0.72% |
| SEI INVESTMENTS CO | 05/13/2026 | 602.72 K | $50.37 M | -9.90% | 0.70% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 599.25 K | $50.08 M | -3.64% | 0.70% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 594.44 K | $49.68 M | 100.00% | 0.69% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 592.01 K | $49.48 M | -6.65% | 0.69% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 497.52 K | $41.58 M | -35.17% | 0.58% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 05/14/2026 | 485.44 K | $40.57 M | -16.31% | 0.56% |
| GW&K INVESTMENT MANAGEMENT, LLC | 05/13/2026 | 464.32 K | $38.80 M | 0.31% | 0.54% |
| INVESCO LTD. | 05/12/2026 | 452.74 K | $37.84 M | -48.07% | 0.53% |
| MAN GROUP PLC | 05/15/2026 | 423.28 K | $35.37 M | 53.12% | 0.49% |
| ARISTOTLE CAPITAL BOSTON, LLC | 05/15/2026 | 397.23 K | $33.17 M | -8.25% | 0.46% |
| BESSEMER GROUP INC | 05/06/2026 | 388.42 K | $32.46 M | 4.03% | 0.45% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 380.49 K | $31.60 M | -7.38% | 0.44% |
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Healthequity Inc institutional Ownership - FAQ's
During the previous two years, 710 institutional investors and hedge funds held shares of Healthequity Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 10.53 M
WASATCH ADVISORS LP: 7.2 M
STATE STREET CORP: 3.1 M
MORGAN STANLEY: 2.49 M
GEODE CAPITAL MANAGEMENT, LLC: 2.26 M
AQR CAPITAL MANAGEMENT LLC: 2.09 M
100.17% of Healthequity Inc stock is owned by institutional investors.
Institutional investors have bought a total of 111.05 M shares in the last 24 months. This purchase volume represents approximately $8.89 B in transactions.