HealthStream, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 3.60 M | $101.65 M | -0.35% | 11.85% |
| VANGUARD GROUP INC | 11/07/2025 | 2.99 M | $84.30 M | -2.48% | 9.83% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.41 M | $39.85 M | -0.98% | 4.64% |
| STATE STREET CORP | 11/14/2025 | 983.07 K | $27.76 M | -4.57% | 3.24% |
| COPELAND CAPITAL MANAGEMENT, LLC | 10/17/2025 | 836.08 K | $23.61 M | -5.31% | 2.75% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 770.28 K | $21.75 M | 0.53% | 2.54% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 741.87 K | $20.93 M | -2.69% | 2.44% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 647.20 K | $18.28 M | -1.48% | 2.13% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 452.38 K | $12.78 M | -17.14% | 1.49% |
| JPMORGAN CHASE & CO | 11/26/2025 | 432.82 K | $12.22 M | 74.59% | 1.42% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 409.40 K | $11.56 M | 0.71% | 1.35% |
| NORTHERN TRUST CORP | 11/14/2025 | 365.89 K | $10.33 M | -3.39% | 1.20% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 10/22/2025 | 351.95 K | $9.94 M | -7.53% | 1.16% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 10/28/2025 | 316.44 K | $8.94 M | -0.90% | 1.04% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 274.55 K | $7.75 M | 8.97% | 0.90% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 251.29 K | $7.10 M | 0.00% | 0.83% |
| MORGAN STANLEY | 11/14/2025 | 244.61 K | $6.91 M | -13.67% | 0.81% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 232.23 K | $6.56 M | 4.61% | 0.76% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 210.07 K | $5.93 M | -0.41% | 0.69% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 210.07 K | $5.93 M | -18.09% | 0.69% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2025 | 206.90 K | $5.84 M | 0.11% | 0.68% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 192.90 K | $5.45 M | -0.35% | 0.63% |
| HERALD INVESTMENT MANAGEMENT LTD | 11/07/2025 | 190.00 K | $5.37 M | 100.00% | 0.63% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 10/30/2025 | 187.91 K | $5.31 M | 1.00% | 0.62% |
| SEI INVESTMENTS CO | 11/13/2025 | 187.32 K | $5.29 M | -7.99% | 0.62% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 173.30 K | $4.89 M | 119.65% | 0.57% |
| FMR LLC | 11/13/2025 | 172.33 K | $4.87 M | 10.05% | 0.57% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 162.43 K | $4.59 M | 7.21% | 0.53% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 162.05 K | $4.58 M | 14.70% | 0.53% |
| INVESCO LTD. | 11/13/2025 | 150.38 K | $4.25 M | -16.08% | 0.50% |
| CITADEL ADVISORS LLC | 11/14/2025 | 141.73 K | $4.00 M | -5.04% | 0.47% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 133.71 K | $3.78 M | 3.78% | 0.44% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 130.65 K | $3.69 M | 55.92% | 0.43% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 123.20 K | $3.48 M | -5.30% | 0.41% |
| UBS GROUP AG | 11/13/2025 | 109.09 K | $3.08 M | -1.36% | 0.36% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 104.08 K | $2.94 M | 0.00% | 0.34% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 101.04 K | $2.85 M | -48.97% | 0.33% |
| CONNORS INVESTOR SERVICES INC | 11/25/2025 | 100.12 K | $2.83 M | -3.49% | 0.33% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 93.71 K | $2.65 M | -9.80% | 0.31% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 92.49 K | $2.61 M | -11.07% | 0.30% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 87.03 K | $2.46 M | 46.21% | 0.29% |
| HARBOR CAPITAL ADVISORS, INC. | 10/15/2025 | 86.60 K | $2.45 M | -74.76% | 0.29% |
| PINNACLE FINANCIAL PARTNERS INC | 10/28/2025 | 83.00 K | $2.34 M | -0.02% | 0.27% |
| GLOBEFLEX CAPITAL L P | 11/12/2025 | 72.99 K | $2.06 M | 0.00% | 0.24% |
| RHUMBLINE ADVISERS | 11/06/2025 | 68.71 K | $1.94 M | -1.52% | 0.23% |
| NUMERAI GP LLC | 11/14/2025 | 67.69 K | $1.91 M | 100.00% | 0.22% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 67.57 K | $1.91 M | -1.90% | 0.22% |
| CAMBIAR INVESTORS LLC | 11/03/2025 | 67.23 K | $1.90 M | 0.00% | 0.22% |
| HEARTLAND ADVISORS INC | 11/07/2025 | 63.99 K | $1.81 M | -1.10% | 0.21% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 10/31/2025 | 63.10 K | $1.78 M | 0.00% | 0.21% |
HealthStream, Inc. institutional Ownership - FAQ's
During the previous two years, 283 institutional investors and hedge funds held shares of HealthStream, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 3.6 M
VANGUARD GROUP INC: 2.99 M
DIMENSIONAL FUND ADVISORS LP: 1.41 M
STATE STREET CORP: 983,066
Copeland Capital Management, LLC: 836,083
GEODE CAPITAL MANAGEMENT, LLC: 770,278
70.16% of HealthStream, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 30.69 M shares in the last 24 months. This purchase volume represents approximately $839.54 M in transactions.