Healthstream Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 3.85 M | $79.77 M | 6.04% | 13.00% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.46 M | $30.16 M | 6.37% | 4.92% |
| COPELAND CAPITAL MANAGEMENT, LLC | 05/06/2026 | 1.28 M | $26.44 M | 43.85% | 4.31% |
| 05/15/2026 | 1.05 M | $21.70 M | 100.00% | 3.54% | |
| STATE STREET CORP | 05/15/2026 | 995.56 K | $20.62 M | 1.56% | 3.36% |
| 05/08/2026 | 921.85 K | $19.09 M | 100.00% | 3.11% | |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 844.42 K | $17.49 M | 284.61% | 2.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 714.75 K | $14.80 M | -5.71% | 2.41% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 477.85 K | $9.90 M | 0.50% | 1.61% |
| JPMORGAN CHASE & CO | 05/13/2026 | 453.74 K | $9.57 M | 0.19% | 1.53% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 425.70 K | $8.82 M | 2.90% | 1.44% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 377.95 K | $7.83 M | 21.08% | 1.28% |
| MORGAN STANLEY | 05/15/2026 | 368.99 K | $7.64 M | 45.38% | 1.25% |
| NORTHERN TRUST CORP | 05/14/2026 | 361.68 K | $7.49 M | 3.38% | 1.22% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 348.73 K | $7.21 M | -58.85% | 1.18% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 04/21/2026 | 313.36 K | $6.49 M | -7.97% | 1.06% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 288.18 K | $5.97 M | 41.19% | 0.97% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 274.46 K | $5.68 M | 78.06% | 0.93% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 265.64 K | $5.50 M | 10.33% | 0.90% |
| INVENOMIC CAPITAL MANAGEMENT LP | 05/15/2026 | 240.37 K | $4.98 M | 100.00% | 0.81% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 223.64 K | $4.63 M | -2.44% | 0.76% |
| CREATIVE PLANNING | 05/12/2026 | 218.19 K | $4.52 M | 268.17% | 0.74% |
| PANAGORA ASSET MANAGEMENT INC | 05/14/2026 | 215.23 K | $4.46 M | 0.69% | 0.73% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 199.63 K | $4.13 M | 69.44% | 0.67% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 195.24 K | $4.04 M | 1.84% | 0.66% |
| HRT FINANCIAL LP | 05/14/2026 | 195.02 K | $4.04 M | 180.67% | 0.66% |
| INVESCO LTD. | 05/12/2026 | 177.68 K | $3.68 M | 17.13% | 0.60% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 175.63 K | $3.64 M | 172.27% | 0.59% |
| FMR LLC | 05/15/2026 | 175.15 K | $3.63 M | -14.52% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 161.29 K | $3.34 M | 100.00% | 0.54% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 157.21 K | $3.26 M | 268.19% | 0.53% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 152.38 K | $3.16 M | 7.13% | 0.51% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 04/30/2026 | 151.18 K | $3.13 M | -32.08% | 0.51% |
| HERALD INVESTMENT MANAGEMENT LTD | 05/13/2026 | 150.00 K | $3.11 M | -25.00% | 0.51% |
| SEI INVESTMENTS CO | 05/13/2026 | 146.40 K | $3.03 M | -24.87% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 131.56 K | $2.72 M | 2.02% | 0.44% |
| NUMERAI GP LLC | 05/15/2026 | 123.63 K | $2.56 M | 60.50% | 0.42% |
| UBS GROUP AG | 05/05/2026 | 111.82 K | $2.32 M | 55.12% | 0.38% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 107.44 K | $2.23 M | -15.75% | 0.36% |
| CONNORS INVESTOR SERVICES INC | 05/15/2026 | 98.12 K | $2.03 M | 0.61% | 0.33% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 96.98 K | $2.01 M | 18.99% | 0.33% |
| JANE STREET GROUP, LLC | 05/12/2026 | 95.70 K | $1.98 M | -1.22% | 0.32% |
| ENGINEERS GATE MANAGER LP | 05/15/2026 | 88.76 K | $1.84 M | 227.15% | 0.30% |
| 05/14/2026 | 83.00 K | $1.72 M | 0.00% | 0.28% | |
| STIFEL FINANCIAL CORP | 05/12/2026 | 80.64 K | $1.67 M | 45.36% | 0.27% |
| ROYAL BANK OF CANADA | 05/15/2026 | 80.27 K | $1.66 M | 56.25% | 0.27% |
| CITADEL ADVISORS LLC | 05/15/2026 | 78.77 K | $1.63 M | 205.40% | 0.27% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 76.20 K | $1.58 M | -8.04% | 0.26% |
| GLOBEFLEX CAPITAL L P | 05/13/2026 | 72.99 K | $1.51 M | 0.00% | 0.25% |
| CERITY PARTNERS LLC | 05/15/2026 | 70.71 K | $1.46 M | 56.17% | 0.24% |
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:
BlackRock, Inc.: 3.85 M
DIMENSIONAL FUND ADVISORS LP: 1.46 M
Copeland Capital Management, LLC: 1.28 M
STATE STREET CORP: 995,557
TWO SIGMA INVESTMENTS, LP: 844,420
GEODE CAPITAL MANAGEMENT, LLC: 714,747
72.58% of Healthstream Inc stock is owned by institutional investors.
Institutional investors have bought a total of 31.71 M shares in the last 24 months. This purchase volume represents approximately $712.11 M in transactions.