Healthequity Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 11.22 M | $1.03 B | 0.45% | 13.04% |
| VANGUARD GROUP INC | 01/29/2026 | 8.67 M | $794.12 M | -0.89% | 10.08% |
| WASATCH ADVISORS LP | 02/12/2026 | 6.59 M | $603.68 M | 4.47% | 7.66% |
| STATE STREET CORP | 02/13/2026 | 3.09 M | $283.17 M | -1.88% | 3.59% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 2.20 M | $201.69 M | 0.26% | 2.56% |
| FMR LLC | 02/17/2026 | 2.05 M | $188.04 M | -41.18% | 2.39% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 02/11/2026 | 1.95 M | $178.86 M | 13.74% | 2.27% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 1.86 M | $169.96 M | 100.00% | 2.16% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 1.76 M | $161.45 M | -0.11% | 2.05% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.58 M | $144.91 M | 1.46% | 1.84% |
| BROWN ADVISORY INC | 02/13/2026 | 1.52 M | $138.81 M | -5.61% | 1.76% |
| MORGAN STANLEY | 02/13/2026 | 1.49 M | $136.14 M | 14.10% | 1.73% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 1.36 M | $124.49 M | -0.07% | 1.58% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 1.32 M | $120.72 M | -14.08% | 1.53% |
| MACKENZIE FINANCIAL CORP | 02/18/2026 | 1.17 M | $108.18 M | -7.57% | 1.36% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.17 M | $106.75 M | -3.30% | 1.36% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 1.13 M | $103.77 M | -0.81% | 1.32% |
| GENEVA CAPITAL MANAGEMENT LLC | 02/12/2026 | 1.12 M | $102.47 M | 1.91% | 1.30% |
| GREENHOUSE FUNDS LLLP | 02/17/2026 | 1.08 M | $98.91 M | 1.01% | 1.26% |
| NORTHERN TRUST CORP | 02/17/2026 | 1.02 M | $93.28 M | -5.73% | 1.18% |
| LOOMIS SAYLES & CO L P | 02/12/2026 | 953.07 K | $87.31 M | -3.25% | 1.11% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 951.56 K | $87.17 M | 151.55% | 1.11% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 924.25 K | $84.67 M | 5.58% | 1.07% |
| ATALAN CAPITAL PARTNERS, LP | 02/17/2026 | 915.15 K | $83.84 M | 0.39% | 1.06% |
| INVESCO LTD. | 02/19/2026 | 871.80 K | $79.87 M | -59.05% | 1.01% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 820.23 K | $75.14 M | -2.29% | 0.95% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 767.39 K | $70.30 M | -3.62% | 0.89% |
| BAMCO INC /NY/ | 02/17/2026 | 756.03 K | $69.26 M | -0.46% | 0.88% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 747.40 K | $68.47 M | -3.09% | 0.87% |
| NORGES BANK | 02/10/2026 | 730.57 K | $66.93 M | 100.00% | 0.85% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 729.51 K | $66.44 M | -4.54% | 0.85% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 02/05/2026 | 726.19 K | $66.53 M | 0.27% | 0.84% |
| NUVEEN, LLC | 02/12/2026 | 674.07 K | $61.75 M | 22.56% | 0.78% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 673.19 K | $61.67 M | -2.52% | 0.78% |
| SEI INVESTMENTS CO | 02/13/2026 | 668.95 K | $61.28 M | 7.16% | 0.78% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 634.18 K | $58.10 M | 100.00% | 0.74% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 621.88 K | $56.97 M | -3.71% | 0.72% |
| UBS GROUP AG | 01/29/2026 | 617.74 K | $56.59 M | 12.48% | 0.72% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 600.86 K | $55.04 M | -11.05% | 0.70% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/13/2026 | 580.07 K | $53.14 M | -11.07% | 0.67% |
| CADIAN CAPITAL MANAGEMENT, LP | 02/17/2026 | 566.70 K | $51.92 M | 100.00% | 0.66% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 02/17/2026 | 542.22 K | $49.67 M | -9.24% | 0.63% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 462.89 K | $42.41 M | 3.56% | 0.54% |
| MARSHALL WACE, LLP | 02/13/2026 | 450.32 K | $41.25 M | 53.60% | 0.52% |
| SWEDBANK AB | 02/09/2026 | 437.30 K | $40.06 M | 100.00% | 0.51% |
| ARISTOTLE CAPITAL BOSTON, LLC | 02/17/2026 | 432.94 K | $39.66 M | -0.71% | 0.50% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 410.81 K | $37.75 M | -0.57% | 0.48% |
| DAVENPORT & CO LLC | 01/12/2026 | 394.42 K | $36.38 M | 2.08% | 0.46% |
| BESSEMER GROUP INC | 02/05/2026 | 373.39 K | $34.21 M | 6.88% | 0.43% |
| LAZARD ASSET MANAGEMENT LLC | 02/17/2026 | 351.29 K | $32.18 M | -5.29% | 0.41% |
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Healthequity Inc institutional Ownership - FAQ's
During the previous two years, 731 institutional investors and hedge funds held shares of Healthequity Inc. The most heavily invested institutionals were:
WASATCH ADVISORS LP: 7.2 M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 1.66 M
DIMENSIONAL FUND ADVISORS LP: 1.63 M
GENEVA CAPITAL MANAGEMENT LLC: 1.17 M
DAVENPORT & Co LLC: 1.02 M
UBS Group AG: 786,667
103.61% of Healthequity Inc stock is owned by institutional investors.
Institutional investors have bought a total of 114.62 M shares in the last 24 months. This purchase volume represents approximately $9.17 B in transactions.