Who owns HEALTHEQUITY, INC.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HQY from SEC Form 13F filings across 499 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 499 institutions disclosed 89.7M shares of HEALTHEQUITY, INC. worth $8.09B — about 107.6% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
499
13F holders
$8.09B
value, 2026 filers
107.6%
of shares outstanding (89.7M sh)
84
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HQY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.3M | $1.02B | 0.0% | 13.5% | +7.1% |
| 2 | WASATCH ADVISORS LP | 8.0M | $719.0M | 4.7% | 9.5% | +10.5% |
| 3 | MORGAN STANLEY | 4.5M | $410.7M | 0.0% | 5.5% | +82.9% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.1M | $366.5M | 0.0% | 4.9% | -2.5% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.6M | $328.8M | 0.0% | 4.4% | -4.8% |
| 6 | STATE STREET CORP | 3.2M | $292.7M | 0.0% | 3.9% | +4.6% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.4M | $214.5M | 0.0% | 2.8% | +5.1% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 2.0M | $176.1M | 0.1% | 2.4% | -4.4% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $168.8M | 0.0% | 2.2% | +14.9% |
| 10 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.8M | $160.2M | 0.5% | 2.1% | +6.8% |
| 11 | FMR LLC | 1.5M | $138.9M | 0.0% | 1.8% | +35.5% |
| 12 | BROWN ADVISORY INC | 1.4M | $124.0M | 0.2% | 1.6% | -2.8% |
| 13 | Clearbridge Investments, LLC | 1.3M | $117.1M | 0.1% | 1.6% | -1.0% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $107.4M | 0.0% | 1.4% | +1.2% |
| 15 | Greenhouse Funds LLLP | 1.2M | $106.9M | 5.5% | 1.4% | -5.9% |
| 16 | JPMORGAN CHASE & CO | 1.2M | $102.1M | 0.0% | 1.4% | -2.1% |
| 17 | GENEVA CAPITAL MANAGEMENT LLC | 1.1M | $103.8M | 2.4% | 1.4% | -2.1% |
| 18 | BANK OF AMERICA CORP /DE/ | 1.1M | $103.6M | 0.0% | 1.4% | +33.0% |
| 19 | DAVENPORT & Co LLC | 1.1M | $98.2M | 0.5% | 1.3% | +7.1% |
| 20 | NORTHERN TRUST CORP | 1.1M | $96.8M | 0.0% | 1.3% | +3.5% |
| 21 | GOLDMAN SACHS GROUP INC | 1.0M | $91.0M | 0.0% | 1.2% | +25.8% |
| 22 | PRICE T ROWE ASSOCIATES INC /MD/ | 994,551 | $89.8M | 0.0% | 1.2% | +23.8% |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 965,807 | $87.2M | 0.0% | 1.2% | +34628.8% |
| 24 | Atalan Capital Partners, LP | 915,270 | $82.7M | 5.1% | 1.1% | +3.6% |
| 25 | LOOMIS SAYLES & CO L P | 908,554 | $82.1M | 0.1% | 1.1% | -2.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.