Healthstream Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 4.08 M | $111.18 M | 5.92% | 13.89% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.56 M | $42.45 M | 7.00% | 5.30% |
| COPELAND CAPITAL MANAGEMENT, LLC | 08/04/2026 | 1.25 M | $34.02 M | -2.22% | 4.25% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.05 M | $28.48 M | -0.25% | 3.56% |
| STATE STREET CORP | 08/07/2026 | 1.00 M | $27.36 M | 0.87% | 3.42% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 880.54 K | $23.99 M | -4.48% | 3.00% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 805.58 K | $21.95 M | -4.60% | 2.74% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 779.22 K | $21.24 M | 9.02% | 2.65% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 665.92 K | $18.15 M | 142.63% | 2.27% |
| JPMORGAN CHASE & CO | 08/12/2026 | 635.57 K | $17.24 M | 40.07% | 2.16% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/05/2026 | 591.90 K | $16.13 M | 39.04% | 2.01% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 571.82 K | $15.56 M | 63.97% | 1.95% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 433.65 K | $11.82 M | 14.74% | 1.48% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 423.00 K | $11.53 M | -11.48% | 1.44% |
| MORGAN STANLEY | 08/13/2026 | 382.95 K | $10.44 M | 3.79% | 1.30% |
| NORTHERN TRUST CORP | 08/13/2026 | 379.71 K | $10.35 M | 4.99% | 1.29% |
| CREATIVE PLANNING | 08/13/2026 | 285.85 K | $7.79 M | 31.01% | 0.97% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 240.95 K | $6.57 M | 53.27% | 0.82% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 240.23 K | $6.55 M | 308.27% | 0.82% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 237.71 K | $6.48 M | -10.52% | 0.81% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 237.71 K | $6.48 M | 100.00% | 0.81% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 227.49 K | $6.20 M | 1.72% | 0.77% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 191.50 K | $5.22 M | -1.91% | 0.65% |
| NUVEEN, LLC | 08/11/2026 | 189.90 K | $5.17 M | 266.96% | 0.65% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 189.54 K | $5.16 M | -5.06% | 0.65% |
| FMR LLC | 08/13/2026 | 166.81 K | $4.55 M | -4.76% | 0.57% |
| SEI INVESTMENTS CO | 08/14/2026 | 157.79 K | $4.30 M | 7.78% | 0.54% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 156.23 K | $4.26 M | -3.14% | 0.53% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 152.87 K | $4.17 M | 0.32% | 0.52% |
| UBS GROUP AG | 08/13/2026 | 150.12 K | $4.09 M | 34.25% | 0.51% |
| HERALD INVESTMENT MANAGEMENT LTD | 07/23/2026 | 150.00 K | $4.08 M | 0.00% | 0.51% |
| MAN GROUP PLC | 08/14/2026 | 142.91 K | $3.89 M | 1,212.04% | 0.49% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 136.69 K | $3.72 M | -52.57% | 0.47% |
| CRAWFORD INVESTMENT COUNSEL INC | 08/14/2026 | 127.00 K | $3.46 M | 100.00% | 0.43% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 122.91 K | $3.35 M | -6.57% | 0.42% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 121.34 K | $3.31 M | -30.91% | 0.41% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 104.37 K | $2.84 M | -2.85% | 0.36% |
| PANAGORA ASSET MANAGEMENT INC | 08/06/2026 | 98.15 K | $2.67 M | -54.40% | 0.33% |
| CONNORS INVESTOR SERVICES INC | 08/14/2026 | 97.39 K | $2.65 M | -0.74% | 0.33% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 95.13 K | $2.59 M | -1.91% | 0.32% |
| INVESCO LTD. | 08/14/2026 | 84.48 K | $2.30 M | -52.46% | 0.29% |
| PINNACLE FINANCIAL PARTNERS, INC. | 08/14/2026 | 83.60 K | $2.28 M | 0.72% | 0.28% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 82.16 K | $2.24 M | 46.54% | 0.28% |
| ROYAL BANK OF CANADA | 08/14/2026 | 80.93 K | $2.21 M | 0.82% | 0.28% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 79.20 K | $2.16 M | -1.79% | 0.27% |
| ENGINEERS GATE MANAGER LP | 08/14/2026 | 77.05 K | $2.10 M | -13.19% | 0.26% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 75.51 K | $2.06 M | 50.52% | 0.26% |
| CERITY PARTNERS LLC | 08/14/2026 | 73.62 K | $2.01 M | 4.12% | 0.25% |
| GLOBEFLEX CAPITAL L P | 08/12/2026 | 72.99 K | $1.99 M | 0.00% | 0.25% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 08/14/2026 | 72.82 K | $1.98 M | -51.83% | 0.25% |
Healthstream Inc institutional Ownership - FAQ's
During the previous two years, 312 institutional investors and hedge funds held shares of Healthstream Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 4.08 M
DIMENSIONAL FUND ADVISORS LP: 1.56 M
Copeland Capital Management, LLC: 1.25 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.05 M
STATE STREET CORP: 1 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 880,543
76.28% of Healthstream Inc stock is owned by institutional investors.
Institutional investors have bought a total of 34.72 M shares in the last 24 months. This purchase volume represents approximately $779.71 M in transactions.