Healthstream Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 3.63 M | $83.80 M | 0.91% | 11.94% |
| VANGUARD GROUP INC | 01/29/2026 | 2.54 M | $58.53 M | -15.01% | 8.34% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.37 M | $31.58 M | -2.98% | 4.50% |
| STATE STREET CORP | 02/13/2026 | 980.27 K | $22.61 M | -0.28% | 3.22% |
| COPELAND CAPITAL MANAGEMENT, LLC | 01/29/2026 | 887.55 K | $20.48 M | 6.16% | 2.92% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 847.50 K | $19.53 M | 14.24% | 2.79% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 758.00 K | $17.49 M | -1.59% | 2.49% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 475.47 K | $10.97 M | -26.53% | 1.56% |
| JPMORGAN CHASE & CO | 02/11/2026 | 452.90 K | $10.45 M | 4.64% | 1.49% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/17/2026 | 451.79 K | $10.42 M | -0.13% | 1.48% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/04/2026 | 413.70 K | $9.54 M | 1.05% | 1.36% |
| NORTHERN TRUST CORP | 02/17/2026 | 349.85 K | $8.07 M | -4.38% | 1.15% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 01/23/2026 | 340.51 K | $7.86 M | -3.25% | 1.12% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 02/05/2026 | 315.29 K | $7.27 M | -0.36% | 1.04% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 312.14 K | $7.20 M | 24.22% | 1.03% |
| MORGAN STANLEY | 02/13/2026 | 253.81 K | $5.86 M | 3.76% | 0.83% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 240.78 K | $5.55 M | 3.68% | 0.79% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 234.90 K | $5.42 M | 35.55% | 0.77% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 229.23 K | $5.29 M | 9.12% | 0.75% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 223.04 K | $5.15 M | -18.76% | 0.73% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 01/28/2026 | 222.58 K | $5.13 M | 18.45% | 0.73% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 219.56 K | $5.07 M | 35.17% | 0.72% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2026 | 213.75 K | $4.93 M | 3.31% | 0.70% |
| FMR LLC | 02/17/2026 | 204.90 K | $4.73 M | 18.90% | 0.67% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 204.10 K | $4.71 M | -2.84% | 0.67% |
| HERALD INVESTMENT MANAGEMENT LTD | 02/13/2026 | 200.00 K | $4.61 M | 5.26% | 0.66% |
| SEI INVESTMENTS CO | 02/13/2026 | 194.87 K | $4.50 M | 4.03% | 0.64% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 191.71 K | $4.42 M | -0.62% | 0.63% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 154.14 K | $3.56 M | 17.97% | 0.51% |
| INVESCO LTD. | 02/19/2026 | 151.69 K | $3.50 M | 0.87% | 0.50% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 142.25 K | $3.28 M | 6.38% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 128.96 K | $2.97 M | -20.42% | 0.42% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 127.53 K | $2.94 M | 37.89% | 0.42% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 117.82 K | $2.72 M | -4.37% | 0.39% |
| CONNORS INVESTOR SERVICES INC | 02/09/2026 | 97.53 K | $2.25 M | -2.59% | 0.32% |
| JANE STREET GROUP, LLC | 02/12/2026 | 96.89 K | $2.24 M | 180.44% | 0.32% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 95.18 K | $2.20 M | -8.55% | 0.31% |
| 02/18/2026 | 83.00 K | $1.91 B | 100.00% | 0.27% | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 82.86 K | $1.91 M | -11.57% | 0.27% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 81.96 K | $1.89 M | -5.82% | 0.27% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 81.50 K | $1.88 M | -19.34% | 0.27% |
| HARBOR CAPITAL ADVISORS, INC. | 01/20/2026 | 80.76 K | $1.86 M | -6.74% | 0.27% |
| NUMERAI GP LLC | 02/17/2026 | 77.03 K | $1.78 M | 13.80% | 0.25% |
| GLOBEFLEX CAPITAL L P | 02/11/2026 | 72.99 K | $1.68 M | 0.00% | 0.24% |
| INSPIRE INVESTING, LLC | 02/17/2026 | 72.52 K | $1.67 M | 352.27% | 0.24% |
| UBS GROUP AG | 01/29/2026 | 72.09 K | $1.66 M | -33.92% | 0.24% |
| HRT FINANCIAL LP | 02/12/2026 | 69.49 K | $1.60 M | 220.34% | 0.23% |
| CAMBIAR INVESTORS LLC | 01/23/2026 | 67.23 K | $1.55 M | 0.00% | 0.22% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 65.96 K | $1.52 M | -2.39% | 0.22% |
| RHUMBLINE ADVISERS | 02/13/2026 | 64.95 K | $1.50 M | -5.47% | 0.21% |
Healthstream Inc institutional Ownership - FAQ's
During the previous two years, 285 institutional investors and hedge funds held shares of Healthstream Inc. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 1.46 M
Copeland Capital Management, LLC: 1.28 M
First Eagle Investment Management, LLC: 425,698
Robeco Institutional Asset Management B.V.: 313,359
Bank of New York Mellon Corp: 223,637
Creative Planning: 218,186
69.49% of Healthstream Inc stock is owned by institutional investors.
Institutional investors have bought a total of 31.04 M shares in the last 24 months. This purchase volume represents approximately $697.07 M in transactions.