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HealthEquity
HQY
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Overview
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News
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Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Institutions
98.16%
Individuals & Insiders
1.81%
State-owned enterprises
0.03%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
BlackRock, Inc.
12.60%
10.53M
0.57%
-683.44K
03/31/2026
Wasatch Advisors LP
9.52%
7.96M
1.00%
+757.80K
06/30/2026
Vanguard Portfolio Management, LLC
4.98%
4.16M
--
+4.16M
03/31/2026
Vanguard Capital Management, LLC
4.57%
3.82M
--
+3.82M
03/31/2026
State Street Global Advisors, Inc.
3.71%
3.10M
0.08%
+8.85K
03/31/2026
Geode Capital Management, LLC
2.70%
2.26M
0.12%
+58.41K
03/31/2026
AQR Capital Management, LLC
2.50%
2.09M
0.44%
+333.29K
03/31/2026
William Blair Investment Management, LLC
2.05%
1.71M
0.19%
-195.59K
03/31/2026
Dimensional Fund Advisors LP
1.95%
1.63M
0.09%
+45.29K
03/31/2026
Brown Advisory Incorporated
1.69%
1.41M
0.09%
-101.92K
03/31/2026
ClearBridge Investments, LLC
1.57%
1.31M
0.03%
-48.96K
03/31/2026
Mackenzie Financial Corporation
1.53%
1.28M
0.16%
+109.85K
03/31/2026
Greenhouse Funds LLLP
1.50%
1.26M
0.24%
+178.15K
03/31/2026
Charles Schwab Investment Management, Inc.
1.41%
1.18M
0.01%
+0
06/30/2026
Nationwide Fund Advisors
1.38%
1.15M
0.09%
+54.22K
03/31/2026
Eaton Vance Management
1.37%
1.15M
0.90%
+746.12K
03/31/2026
FMR LLC
1.35%
1.13M
1.05%
-917.74K
03/31/2026
Davenport & Company LLC
1.30%
1.09M
0.10%
+71.78K
06/30/2026
JP Morgan Asset Management
1.24%
1.04M
0.03%
+3.44K
03/31/2026
Northern Trust Global Investments
1.24%
1.04M
0.04%
+17.97K
03/31/2026