Who owns HealthEquity, Inc.?
Institutional ownership of HQY from SEC Form 13F filings across 324 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.
324
13F holders
$5.35B
value, 2026 filers
70.9%
of shares outstanding (61.0M sh)
47
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% | 13.1% | +7.1% |
| 2 | MORGAN STANLEY | 4.5M | $410.7M | 0.0% | 5.3% | +82.9% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.1M | $366.5M | 0.0% | 4.7% | -2.5% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.6M | $328.8M | 0.0% | 4.2% | -52.4% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 2.4M | $214.5M | 0.0% | 2.8% | +5.1% |
| 6 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.8M | $160.2M | 0.5% | 2.1% | +6.8% |
| 7 | FMR LLC | 1.5M | $138.9M | 0.0% | 1.8% | +35.5% |
| 8 | BROWN ADVISORY INC | 1.4M | $124.0M | 0.2% | 1.6% | -2.8% |
| 9 | Clearbridge Investments, LLC | 1.3M | $117.1M | 0.1% | 1.5% | -1.0% |
| 10 | Sixth Street Partners Management Company, L.P.NEW | 1.2M | $107.4M | 18.5% | 1.4% | new |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $107.4M | 0.0% | 1.4% | +1.2% |
| 12 | JPMORGAN CHASE & CO | 1.2M | $102.1M | 0.0% | 1.3% | -2.1% |
| 13 | BANK OF AMERICA CORP /DE/ | 1.1M | $103.6M | 0.0% | 1.3% | +33.0% |
| 14 | NORTHERN TRUST CORP | 1.1M | $96.8M | 0.0% | 1.2% | +3.5% |
| 15 | GOLDMAN SACHS GROUP INC | 1.0M | $91.0M | 0.0% | 1.2% | +25.8% |
| 16 | PRICE T ROWE ASSOCIATES INC /MD/ | 994,551 | $89,829 | 0.0% | 1.2% | +23.8% |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 965,807 | $87.2M | 0.0% | 1.1% | +34628.8% |
| 18 | Jupiter Topco LLCNEW | 872,972 | $78.8M | 0.0% | 1% | new |
| 19 | Swedbank AB | 851,400 | $76.9M | 0.1% | 1% | +20.5% |
| 20 | AMERICAN CENTURY COMPANIES INC | 759,978 | $68.6M | 0.0% | 0.9% | +2.3% |
| 21 | BAMCO INC /NY/ | 750,394 | $67.8M | 0.1% | 0.9% | 0.0% |
| 22 | Nuveen, LLC | 732,750 | $66.2M | 0.0% | 0.9% | +7.7% |
| 23 | SEI INVESTMENTS CO | 683,320 | $61.7M | 0.1% | 0.8% | +13.4% |
| 24 | CITADEL ADVISORS LLC | 682,961 | $61.7M | 0.0% | 0.8% | +154.0% |
| 25 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 678,537 | $61.3M | 0.1% | 0.8% | +14.6% |
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.