Healthequity Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 11.28 M | $1.02 B | 7.08% | 13.36% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 08/24/2026 | 8.83 M | $97.79 M | 8,679.72% | 10.46% |
| WASATCH ADVISORS LP | 07/10/2026 | 7.96 M | $719.01 M | 10.52% | 9.43% |
| MORGAN STANLEY | 08/13/2026 | 4.55 M | $410.70 M | 82.92% | 5.39% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 4.06 M | $366.49 M | -2.54% | 4.81% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 3.64 M | $328.83 M | -4.79% | 4.31% |
| STATE STREET CORP | 08/07/2026 | 3.24 M | $292.72 M | 4.55% | 3.84% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 2.37 M | $214.50 M | 5.08% | 2.81% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 2.00 M | $176.05 M | -4.45% | 2.37% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.87 M | $168.79 M | 14.87% | 2.21% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 1.77 M | $160.16 M | 6.85% | 2.10% |
| FMR LLC | 08/13/2026 | 1.54 M | $138.95 M | 35.55% | 1.82% |
| BROWN ADVISORY INC | 08/14/2026 | 1.37 M | $123.98 M | -2.84% | 1.63% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/13/2026 | 1.30 M | $117.12 M | -1.01% | 1.54% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.19 M | $107.38 M | 1.15% | 1.41% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.19 M | $107.38 M | 100.00% | 1.41% |
| GREENHOUSE FUNDS LLLP | 08/14/2026 | 1.18 M | $106.85 M | -5.95% | 1.40% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.16 M | $102.10 M | -2.08% | 1.37% |
| GENEVA CAPITAL MANAGEMENT LLC | 08/06/2026 | 1.15 M | $103.84 M | -2.08% | 1.36% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.15 M | $103.57 M | 33.03% | 1.36% |
| DAVENPORT & CO LLC | 07/13/2026 | 1.09 M | $98.20 M | 7.07% | 1.29% |
| NORTHERN TRUST CORP | 08/13/2026 | 1.07 M | $96.83 M | 3.47% | 1.27% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.01 M | $90.99 M | 25.80% | 1.19% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 994.55 K | $89.83 M | 23.79% | 1.18% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 965.81 K | $87.23 M | 34,628.77% | 1.14% |
| ATALAN CAPITAL PARTNERS, LP | 08/14/2026 | 915.27 K | $82.67 M | 3.58% | 1.08% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 908.55 K | $82.06 M | -2.51% | 1.08% |
| JUPITER TOPCO LLC | 08/14/2026 | 872.97 K | $78.85 M | 100.00% | 1.03% |
| SWEDBANK AB | 07/15/2026 | 851.40 K | $76.90 M | 20.54% | 1.01% |
| PARK WEST ASSET MANAGEMENT LLC | 08/14/2026 | 776.65 K | $70.15 M | 24.63% | 0.92% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 759.98 K | $68.64 M | 2.31% | 0.90% |
| BAMCO INC /NY/ | 08/14/2026 | 750.39 K | $67.78 M | 0.05% | 0.89% |
| NUVEEN, LLC | 08/11/2026 | 732.75 K | $66.18 M | 7.68% | 0.87% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 07/29/2026 | 729.08 K | $65.85 M | 6.49% | 0.86% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 08/12/2026 | 703.31 K | $63.52 M | -1.34% | 0.83% |
| SEI INVESTMENTS CO | 08/14/2026 | 683.32 K | $61.72 M | 13.37% | 0.81% |
| CITADEL ADVISORS LLC | 08/14/2026 | 682.96 K | $61.69 M | 154.05% | 0.81% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 08/14/2026 | 678.54 K | $61.29 M | 14.62% | 0.80% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 666.26 K | $60.18 M | 11.18% | 0.79% |
| GW&K INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 632.38 K | $57.12 M | 36.20% | 0.75% |
| CADIAN CAPITAL MANAGEMENT, LP | 08/14/2026 | 626.70 K | $56.60 M | -24.74% | 0.74% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 601.82 K | $54.36 M | 1.24% | 0.71% |
| NORGES BANK | 08/12/2026 | 533.95 K | $48.23 M | 100.00% | 0.63% |
| NATIONALE-NEDERLANDEN POWSZECHNE TOWARZYSTWO EMERYTALNE S.A. | 08/07/2026 | 456.92 K | $41.27 M | 100.00% | 0.54% |
| UBS GROUP AG | 08/13/2026 | 435.46 K | $39.33 M | -44.65% | 0.52% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 431.97 K | $39.02 M | 13.53% | 0.51% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2026 | 400.61 K | $36.18 M | -17.47% | 0.47% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 387.89 K | $35.03 M | -22.03% | 0.46% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 08/13/2026 | 384.11 K | $34.69 M | 41.77% | 0.46% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 360.66 K | $32.57 M | 5.64% | 0.43% |
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Healthequity Inc institutional Ownership - FAQ's
During the previous two years, 717 institutional investors and hedge funds held shares of Healthequity Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 11.28 M
WASATCH ADVISORS LP: 7.96 M
MORGAN STANLEY: 4.55 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 4.06 M
VANGUARD CAPITAL MANAGEMENT LLC: 3.64 M
STATE STREET CORP: 3.24 M
107.54% of Healthequity Inc stock is owned by institutional investors.
Institutional investors have bought a total of 124.27 M shares in the last 24 months. This purchase volume represents approximately $9.95 B in transactions.