HealthequityHQY
13F holders, Q3 2024 (September 30)404holders +18
56new positions
39sold out
6famous investors
$81.94avg. 13F price*
At the end of Q3 2024, 404 institutions reported holding Healthequity Inc. (HQY) in their 13F filings, up 18 from Q2 2024. 56 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($895.6M), Vanguard Group Inc. ($726.5M) and Wasatch Advisors LP ($635.1M). 6 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Healthequity Inc.
- CUSIP
- 42226A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $38.5M |
| Exits | 39 | $74.9M |
All 13F filers, Q2 2024 → Q3 2024: 3,595,529 shares bought and 3,467,200 shares sold, net +128,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 404 holders
| BlackRock, Inc. | 0.02% | — | 10,941,670 | $895.6M |
| Vanguard Group Inc. | 0.01% | Add +0.6% | 8,876,467 | $726.5M |
| Wasatch Advisors LP | 3.11% | Add +6.6% | 7,758,890 | $635.1M |
| FMR LLC | 0.03% | Reduce -0.8% | 5,290,116 | $433.0M |
| State Street Corp. | 0.01% | Add +0.8% | 3,131,900 | $256.3M |
| Clearbridge Investments, LLC | 0.15% | Add +0.5% | 2,388,392 | $195.5M |
| Mackenzie Financial Corp. | 0.27% | Reduce -0.3% | 2,357,536 | $193.0M |
| Geode Capital Management, LLC | 0.01% | Add +0.7% | 2,078,977 | $170.2M |
| Brown Advisory Inc. | 0.19% | Add +7.5% | 1,862,010 | $152.4M |
| Franklin Resources Inc. | 0.04% | Add +0.7% | 1,640,215 | $139.4M |
| Invesco Ltd. | 0.03% | Add +3.6% | 1,612,348 | $132.0M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.2% | 1,581,723 | $129.5M |
| Stephens Investment Management Group LLC | 1.39% | Reduce -3.0% | 1,249,082 | $102.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.2% | 1,215,321 | $99.5M |
| Loomis Sayles & Co. L P | 0.12% | Add +2.2% | 1,126,645 | $92.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.4% | 1,061,807 | $86.9M |
| Allspring Global Investments Holdings, LLC | 0.13% | Reduce -7.5% | 1,037,780 | $84.9M |
| Northern Trust Corp. | 0.01% | Reduce -2.1% | 1,034,042 | $84.6M |
| ArrowMark Colorado Holdings LLC | 1.03% | Reduce -12.1% | 985,834 | $80.7M |
| Millennium Management | 0.07% | Add +5.2% | 947,294 | $77.5M |
| Van Berkom & Associates Inc. | 2.10% | Add +0.6% | 935,581 | $76.6M |
| Janus Henderson Group PLC | 0.04% | Reduce -18.4% | 899,240 | $73.6M |
| Norges Bank | 0.01% | Reduce -0.8% | 879,632 | $72.0M |
| Vaughan Nelson Investment Management, L.P. | 0.61% | Add +36.7% | 843,423 | $69.0M |
| Geneva Capital Management LLC | 1.15% | Add +0.1% | 842,009 | $68.9M |
| Greenhouse Funds LLLP | 3.21% | Add +4.7% | 792,469 | $64.9M |
| GW&K Investment Management, LLC | 0.55% | Add +0.3% | 790,908 | $64.7M |
| Baron Capital (BAMCO) | 0.16% | Reduce -6.3% | 750,000 | $61.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -17.3% | 744,886 | $61.0M |
| Morgan Stanley | 0.00% | Add +10.5% | 705,255 | $57.7M |
| Wellington Management Group LLP | 0.01% | Reduce -3.5% | 690,439 | $56.5M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 647,195 | $53.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -9.3% | 645,871 | $52.9M |
| Sei Investments Co. | 0.07% | Reduce -2.3% | 630,369 | $51.6M |
| Nuveen Asset Management, LLC | 0.01% | Add +8.7% | 602,946 | $49.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.10% | Reduce -2.1% | 569,164 | $46.6M |
| Aristotle Capital Boston, LLC | 1.46% | Reduce -0.6% | 538,313 | $44.1M |
| American Century Companies Inc. | 0.03% | Reduce -0.2% | 531,767 | $43.5M |
| Massachusetts Financial Services Co. | 0.01% | Add +7.4% | 484,782 | $39.7M |
| DAVENPORT & Co LLC | 0.23% | Add +18.8% | 480,413 | $39.3M |
| Fuller & Thaler Asset Management, Inc. | 0.15% | Add +15.1% | 462,475 | $37.9M |
| Aureus Asset Management, LLC | 2.27% | Reduce -5.1% | 423,082 | $34.6M |
| Royal Bank of Canada | 0.01% | Add +22.1% | 391,756 | $32.1M |
| AQR Capital Management | 0.04% | Add +190.6% | 383,645 | $31.2M |
| Woodline Partners LP | 0.23% | Add +22.4% | 336,783 | $27.6M |
| Ensign Peak Advisors, Inc | 0.05% | Reduce -19.0% | 335,418 | $27.5M |
| California Public Employees Retirement System | 0.02% | Add +7.3% | 332,971 | $27.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1.9% | 329,477 | $27.0M |
| Eversept Partners, LP | 2.00% | Reduce -22.8% | 319,078 | $26.1M |
| Ashford Capital Management Inc. | 3.12% | Reduce -0.8% | 305,222 | $25.0M |
| Macquarie Group Ltd. | 0.03% | Reduce -18.1% | 296,651 | $24.3M |
| DF Dent & Co. Inc. | 0.30% | Add +26.4% | 296,579 | $24.3M |
| Thrivent Financial for Lutherans | 0.05% | Add +33.3% | 293,624 | $24.0M |
| UBS Group AG | 0.01% | Reduce -1.1% | 286,564 | $23.5M |
| Victory Capital Management Inc. | 0.02% | Reduce -19.1% | 267,597 | $21.9M |
| Rhumbline Advisers | 0.02% | Reduce -4.3% | 266,277 | $21.8M |
| Ranger Investment Management, L.P. | 1.37% | Add +3.9% | 260,753 | $21.3M |
| Summit Creek Advisors LLC | 2.86% | Add +7.4% | 257,489 | $21.1M |
| Ophir Asset Management Pty Ltd | 3.17% | Reduce -24.7% | 251,819 | $20.6M |
| Glenmede Trust Co. NA | 0.10% | Reduce -1.6% | 243,177 | $19.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -28.2% | 242,405 | $19.8M |
| TimesSquare Capital Management, LLC | 0.27% | Reduce -20.7% | 223,298 | $18.3M |
| Retirement Systems of Alabama | 0.07% | Reduce -0.8% | 214,603 | $17.6M |
| Man Group plc | 0.05% | Add +441.8% | 212,097 | $17.4M |
| Natixis Advisors, LLC | 0.03% | Add +29.8% | 209,175 | $17.1M |
| Cambiar Investors LLC | 0.59% | Reduce -0.7% | 188,745 | $15.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.1% | 184,636 | $15.1M |
| Bessemer Group Inc. | 0.02% | Add +7213.6% | 181,963 | $14.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.5% | 172,713 | $14.1M |
| Eagle Asset Management Inc. | 0.07% | Reduce -22.0% | 141,939 | $14.0M |
| Swiss National Bank | 0.01% | Add +0.3% | 169,900 | $13.9M |
| Barclays PLC | 0.01% | Add +209.3% | 166,492 | $13.6M |
| Raymond James & Associates | 0.01% | Add +1.3% | 151,318 | $12.4M |
| Corebridge Financial, Inc. | 0.06% | Reduce -4.8% | 147,515 | $12.1M |
| First Trust Advisors LP | 0.01% | Reduce -18.0% | 145,896 | $11.9M |
| Motley Fool Wealth Management, LLC | 0.58% | Reduce -1.6% | 141,135 | $11.6M |
| Legal & General Group Plc | 0.00% | Reduce -1.6% | 140,153 | $11.5M |
| Agf Management Ltd. | 0.05% | Add +348.1% | 131,038 | $10.7M |
| Grandeur Peak Global Advisors, LLC | 0.85% | Add +18.5% | 125,811 | $10.3M |
| Scout Investments, Inc. | 0.27% | Reduce -13.9% | 118,277 | $10.1M |
| Wells Fargo & Company | 0.00% | Add +1.4% | 119,346 | $9.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -15.0% | 118,460 | $9.7M |
| Next Century Growth Investors LLC | 0.77% | New | 116,723 | $9.6M |
| Peregrine Capital Management LLC | 0.28% | Add +0.2% | 112,794 | $9.2M |
| Citadel Advisors | 0.01% | Add +21.6% | 111,955 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.5% | 111,561 | $9.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -7.5% | 109,806 | $9.0M |
| Motley Fool Asset Management LLC | 0.53% | Add +0.5% | 111,757 | $9.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +28.6% | 109,162 | $8.9M |
| Citigroup Inc. | 0.01% | Add +73.0% | 102,107 | $8.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.7% | 100,671 | $8.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.7% | 99,110 | $8.1M |
| Diversify Wealth Management, LLC | 0.78% | Reduce -2.6% | 92,417 | $8.1M |
| Mutual of America Capital Management LLC | 0.08% | Add +0.7% | 97,718 | $8.0M |
| Deutsche Bank AG | 0.00% | Add +14.1% | 93,910 | $7.7M |
| Public Employees Retirement System of Ohio | 0.03% | Add +5.6% | 91,754 | $7.5M |
| MetLife Investment Management, LLC | 0.04% | Reduce -1.8% | 91,401 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -17.9% | 90,705 | $7.4M |
| NBW Capital LLC | 1.38% | Add +1.5% | 89,656 | $7.3M |
| GM Advisory Group, LLC | 0.44% | No change | 89,013 | $7.3M |
| Oberweis Asset Management Inc./ | 0.35% | Add +30.6% | 84,400 | $6.9M |
| New York State Teachers Retirement System | 0.01% | Add +1.4% | 83,997 | $6.9M |
| Advantage Alpha Capital Partners LP | 1.55% | Reduce -21.1% | 83,092 | $6.8M |
| California State Teachers Retirement System | 0.01% | Reduce -2.2% | 82,135 | $6.7M |
| Kornitzer Capital Management Inc. | 0.11% | No change | 75,326 | $6.2M |
| Inspirion Wealth Advisors, LLC | 0.86% | No change | 75,005 | $6.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +5.6% | 74,021 | $6.1M |
| Danske Bank A/S | 0.02% | Reduce -11.7% | 73,877 | $6.0M |
| Overbrook Management Corp | 1.38% | Reduce -48.4% | 73,544 | $6.0M |
| HSBC Holdings PLC | 0.00% | Reduce -19.6% | 73,942 | $6.0M |
| Jane Street Group, LLC | 0.01% | Reduce -42.2% | 73,123 | $6.0M |
| Castleark Management LLC | 0.24% | Reduce -19.7% | 72,130 | $5.9M |
| Physician Wealth Advisors, Inc. | 1.03% | Reduce -0.0% | 67,845 | $5.7M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.06% | — | 69,339 | $5.7M |
| B. Metzler seel. Sohn & Co. AG | 0.06% | Add +9.3% | 69,339 | $5.7M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +7.7% | 69,139 | $5.7M |
| Segall Bryant & Hamill, LLC | 0.08% | Reduce -3.9% | 67,644 | $5.5M |
| Madison Asset Management, LLC | 0.06% | Add +22.7% | 66,459 | $5.4M |
| Elk River Wealth Management LLC | 0.99% | Add +0.3% | 66,181 | $5.4M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -3.5% | 63,622 | $5.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.4% | 61,978 | $5.1M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -58.9% | 60,076 | $4.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -7.4% | 58,490 | $4.8M |
| Thematics Asset Management | 0.19% | No change | 57,747 | $4.7M |
| Moody Aldrich Partners LLC | 0.85% | Reduce -2.0% | 56,895 | $4.7M |
| Nordea Investment Management AB | 0.01% | Add +88.7% | 57,055 | $4.6M |
| Los Angeles Capital Management LLC | 0.02% | Add +92.3% | 55,597 | $4.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.1% | 54,094 | $4.4M |
| Landscape Capital Management, L.L.C. | 0.42% | New | 50,784 | $4.2M |
| Comerica Bank | 0.02% | Reduce -7.0% | 50,283 | $4.1M |
| M&T Bank Corp | 0.01% | Add +0.7% | 49,447 | $4.0M |
| Voya Investment Management LLC | 0.00% | Reduce -2.7% | 45,868 | $3.8M |
| King Luther Capital Management Corp. | 0.02% | Add +1.2% | 45,847 | $3.8M |
| 1492 Capital Management LLC | 1.88% | New | 45,839 | $3.8M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -8.0% | 44,552 | $3.6M |
| ClariVest Asset Management LLC | 0.37% | No change | 42,233 | $3.6M |
| Prudential PLC | 0.02% | Add +52.5% | 42,969 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +5259.6% | 42,930 | $3.5M |
| New York State Common Retirement Fund | 0.00% | Add +20.6% | 42,123 | $3.4M |
| Renaissance Group LLC | 0.14% | Add +7.4% | 41,902 | $3.4M |
| Amalgamated Bank | 0.03% | Reduce -5.5% | 39,831 | $3.3M |
| LPL Financial LLC | 0.00% | Add +7.3% | 37,805 | $3.1M |
| Forest Hill Capital, LLC | 2.33% | Add +18.6% | 37,576 | $3.1M |
| Susquehanna International Group, LLP | 0.01% | Add +742.2% | 36,483 | $3.0M |
| Ameritas Investment Partners, Inc. | 0.09% | Reduce -1.6% | 33,768 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Reduce -11.7% | 32,986 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 32,615 | $2.7M |
| Zacks Investment Management | 0.02% | Add +10.8% | 31,456 | $2.6M |
| Advisory Research Inc. | 0.42% | Reduce -5.5% | 29,055 | $2.4M |
| GDS Wealth Management | 0.23% | New | 28,638 | $2.3M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -35.6% | 27,659 | $2.3M |
| Iron Gate Global Advisors LLC | 0.29% | Reduce -6.3% | 25,218 | $2.1M |
| Arizona State Retirement System | 0.01% | Add +3.9% | 25,054 | $2.1M |
| Gradient Investments LLC | 0.04% | Reduce -55.6% | 24,372 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -2.0% | 24,100 | $2.0M |
| Inspire Investing, LLC | 0.20% | Add +75.2% | 24,027 | $2.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 23,953 | $2.0M |
| Creative Planning | 0.00% | Add +18.6% | 23,632 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +28.5% | 22,526 | $1.8M |
| EFG Asset Management (North America) Corp. | 0.31% | Add +35.2% | 22,400 | $1.8M |
| Vontobel Holding Ltd. | 0.01% | Reduce -11.4% | 22,362 | $1.8M |
| Townsquare Capital LLC | 0.02% | Add +3.9% | 22,292 | $1.8M |
| Alberta Investment Management Corp | 0.02% | Add +9.0% | 21,188 | $1.7M |
| Intech Investment Management LLC | 0.02% | Add +59.5% | 21,064 | $1.7M |
| Choreo, LLC | 0.03% | Add +3.9% | 21,346 | $1.7M |
| State of Michigan Retirement System | 0.01% | Reduce -1.4% | 20,622 | $1.7M |
| Handelsbanken Fonder AB | 0.01% | Add +19.8% | 20,616 | $1.7M |
| Zions Bancorporation, N.A. | 0.12% | Add +15.8% | 20,608 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -0.5% | 20,501 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Add +165.7% | 20,437 | $1.7M |
| Jackson Creek Investment Advisors LLC | 0.49% | New | 20,285 | $1.7M |
| Amica Mutual Insurance Co. | 0.16% | Reduce -7.2% | 20,175 | $1.7M |
| ABLE Financial Group, LLC | 0.51% | Add +15.5% | 20,016 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | New | 19,896 | $1.6M |
| South Dakota Investment Council | 0.03% | No change | 19,876 | $1.6M |
| ProShare Advisors LLC | 0.00% | Add +27.7% | 19,791 | $1.6M |
| Pinebridge Investments, L.P. | 0.01% | New | 19,308 | $1.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -0.6% | 19,304 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -10.1% | 19,268 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.5% | 19,180 | $1.6M |
| Redwood Investments, LLC | 0.44% | Reduce -19.2% | 18,263 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -2.2% | 17,676 | $1.4M |
| Gotham Asset Management | 0.01% | Add +374.3% | 17,596 | $1.4M |
| Canada Pension Plan Investment Board | 0.00% | Add +222.2% | 17,400 | $1.4M |
| New Mexico Educational Retirement Board | 0.05% | No change | 17,300 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +15.1% | 17,259 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -39.5% | 17,159 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -38.1% | 16,849 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -24.6% | 16,778 | $1.4M |
| Carrera Capital Advisors | 0.32% | New | 15,868 | $1.3M |
| Prudential Financial Inc. | 0.00% | Reduce -92.2% | 15,781 | $1.3M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.10% | Reduce -0.2% | 15,681 | $1.3M |
| Resona Asset Management Co.,Ltd. | 0.01% | No change | 15,482 | $1.3M |
| Holocene Advisors, LP | 0.01% | New | 15,227 | $1.2M |
| Edgestream Partners, L.P. | 0.05% | New | 15,008 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -26.5% | 14,809 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Add +5.9% | 14,300 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.3% | 13,314 | $1.1M |
| Hancock Whitney Corp. | 0.03% | Add +0.8% | 13,193 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -4.2% | 13,070 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.7% | 12,745 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +12.0% | 12,599 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +7.1% | 12,068 | $986K |
| Schroder Investment Management Group | 0.00% | Add +4.9% | 11,841 | $969K |
| Deerfield Management Company, L.P. | 0.02% | New | 11,781 | $964K |
| Alps Advisors Inc. | 0.01% | Reduce -9.7% | 11,722 | $959K |
| SG Americas Securities, LLC | 0.00% | Add +207.3% | 11,671 | $955K |
| HC Advisors, LLC | 0.78% | Reduce -1.2% | 11,634 | $952K |
| Xponance LLC | 0.01% | Reduce -0.4% | 11,558 | $946K |
| Guggenheim Capital LLC | 0.01% | Add +38.2% | 11,282 | $923K |
| Lazard Asset Management LLC | 0.00% | Add +1011.2% | 11,156 | $913K |
| Bank of Montreal | 0.00% | Add +1.0% | 11,418 | $913K |
| Main Management ETF Advisors, LLC | 0.04% | New | 10,864 | $889K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.8% | 10,409 | $852K |
| State of Alaska, Department of Revenue | 0.01% | Add +7.2% | 10,146 | $830K |
| Captrust Financial Advisors | 0.00% | Reduce -10.8% | 10,088 | $826K |
| Peterson Wealth Services | 0.26% | Add +10.4% | 9,998 | $818K |
| Exchange Traded Concepts, LLC | 0.02% | Add +17.3% | 9,568 | $783K |
| STRS Ohio | 0.00% | Reduce -54.5% | 9,500 | $778K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,303 | $761K |
| Federated Hermes, Inc. | 0.00% | Reduce -15.8% | 9,145 | $749K |
| Atria Investments, Inc | 0.01% | Reduce -19.5% | 9,031 | $739K |
| Beck Bode, LLC | 0.14% | Reduce -1.1% | 8,947 | $732K |
| Premier Fund Managers Ltd | 0.03% | No change | 9,030 | $722K |
| Abn Amro Investment Solutions | 0.01% | Reduce -44.8% | 7,983 | $653K |
| Commerce Bank | 0.00% | Reduce -2.9% | 7,933 | $649K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.2% | 7,818 | $640K |
| Gsa Capital Partners LLP | 0.05% | New | 7,797 | $638K |
| Sheets Smith Wealth Management | 0.08% | Reduce -1.0% | 7,692 | $630K |
| Sendero Wealth Management, LLC | 0.10% | No change | 7,600 | $622K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -3.0% | 7,497 | $614K |
| Cornercap Investment Counsel Inc. | 0.18% | Reduce -57.0% | 7,405 | $606K |
| Two Sigma Securities, LLC | 0.05% | New | 7,355 | $602K |
| BTC Capital Management, Inc. | 0.05% | Add +12.2% | 7,245 | $593K |
| Teza Capital Management LLC | 0.06% | New | 7,003 | $573K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.5% | 6,766 | $554K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -1.8% | 6,566 | $537K |
| Narus Financial Partners, LLC | 0.19% | Add +0.1% | 6,533 | $535K |
| Stephens Inc. | 0.01% | Add +5.6% | 6,476 | $530K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +0.1% | 6,403 | $524K |
| Allianz Asset Management GmbH | 0.00% | New | 6,317 | $517K |
| Bank of Nova Scotia | 0.00% | Add +40.7% | 6,265 | $513K |
| Credit Agricole S A | 0.00% | New | 6,096 | $499K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -47.0% | 5,978 | $489K |
| Chase Investment Counsel Corp. | 0.16% | Reduce -85.5% | 5,923 | $484K |
| Neo Ivy Capital Management | 0.15% | New | 5,770 | $472K |
| Mattson Financial Services, LLC | 0.17% | Reduce -1.3% | 5,464 | $471K |
| State of Wyoming | 0.07% | Add +11.9% | 5,732 | $469K |
| Radnor Capital Management, LLC | 0.06% | Reduce -0.7% | 5,254 | $430K |
| Petrus Trust Company, LTA | 0.04% | Reduce -44.8% | 5,183 | $424K |
| Baldwin Wealth Partners LLC | 0.03% | New | 5,130 | $420K |
| NJ State Employees Deferred Compensation Plan | 0.05% | No change | 5,000 | $409K |
| PEAK6 Investments LLC | 0.02% | Reduce -2.0% | 4,974 | $407K |
| Arkadios Wealth Advisors | 0.02% | No change | 4,938 | $404K |
| Janney Montgomery Scott LLC | 0.00% | Add +14.6% | 4,932 | $404K |
| Vestcor Inc | 0.01% | No change | 4,894 | $401K |
| Graham Capital Management, L.P. | 0.02% | New | 4,750 | $389K |
| AlphaMark Advisors, LLC | 0.13% | Add +18.8% | 4,570 | $374K |
| Assetmark, Inc. | 0.00% | Add +457.6% | 4,544 | $372K |
| Centiva Capital, LP | 0.02% | New | 4,471 | $366K |
| Cresset Asset Management, LLC | 0.00% | Add +20.0% | 4,318 | $353K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,152 | $340K |
| Cim Investment Management Inc. | 0.10% | Reduce -5.3% | 4,142 | $339K |
| Profund Advisors LLC | 0.01% | Add +1.3% | 4,130 | $338K |
| MeadowBrook Investment Advisors LLC | 0.31% | Reduce -0.5% | 4,075 | $334K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,176 | $331K |
| Nicolet Advisory Services, LLC | 0.03% | Add +5.8% | 4,218 | $330K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +0.3% | 4,027 | $330K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -74.3% | 4,010 | $328K |
| Summit Trail Advisors, LLC | 0.01% | Add +0.3% | 4,004 | $328K |
| City Center Advisors, LLC | 0.36% | Add +0.9% | 3,924 | $321K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.0% | 3,821 | $313K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -29.6% | 3,527 | $300K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.8% | 3,649 | $299K |
| Cwm, LLC | 0.00% | Reduce -8.2% | 3,635 | $298K |
| Tidal Investments LLC | 0.00% | Reduce -2.7% | 3,543 | $290K |
| Shelton Capital Management | 0.01% | Reduce -4.0% | 3,440 | $282K |
| Nisa Investment Advisors, LLC | 0.00% | Add +19.8% | 3,420 | $280K |
| Cetera Investment Advisers | 0.00% | Reduce -48.1% | 3,347 | $274K |
| Wolverine Trading, LLC | 0.01% | New | 3,385 | $271K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.8% | 3,260 | $267K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -1.8% | 3,260 | $267K |
| Polar Capital Holdings Plc | 0.00% | Reduce -29.5% | 3,160 | $259K |
| Simplex Trading, LLC | 0.01% | New | 3,136 | $256K |
| Acadian Asset Management LLC | 0.00% | New | 3,133 | $256K |
| Corton Capital Inc. | 0.12% | Reduce -17.9% | 2,985 | $244K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +5.7% | 2,919 | $239K |
| Raymond James Trust N.A. | 0.01% | Add +4.8% | 2,905 | $238K |
| Scharf Investments, LLC | 0.01% | New | 2,880 | $236K |
| Ieq Capital, LLC | 0.00% | No change | 2,822 | $231K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 2,820 | $231K |
| RiverPark Advisors, LLC | 0.19% | New | 2,814 | $230K |
| Dakota Wealth Management | 0.01% | Reduce -10.8% | 2,800 | $229K |
| Farallon Capital Management, L.L.C. | 0.00% | No change | 2,800 | $229K |
| Level Four Advisory Services, LLC | 0.01% | New | 2,598 | $221K |
| Walleye Capital LLC | 0.00% | New | 2,612 | $214K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -2.3% | 2,572 | $211K |
| MML Investors Services, LLC | 0.00% | Reduce -0.9% | 2,568 | $210K |
| Private Advisor Group, LLC | 0.00% | New | 2,544 | $208K |
| Shell Asset Management Co. | 0.01% | — | 2,540 | $208K |
| Compound Planning, Inc. | 0.01% | New | 2,541 | $208K |
| CIBC Asset Management Inc | 0.00% | Add +3.4% | 2,501 | $205K |
| KBC Group NV | 0.00% | Add +16.1% | 2,463 | $202K |
| Amica Retiree Medical Trust | 0.16% | — | 2,386 | $195K |
| Natixis | 0.00% | Reduce -19.8% | 2,360 | $193K |
| Quadrant Capital Group LLC | 0.01% | Reduce -6.0% | 2,097 | $172K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,832 | $150K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -10.0% | 1,800 | $147K |
| Headlands Technologies LLC | 0.02% | New | 1,652 | $135K |
| Covestor Ltd | 0.08% | Add +27.4% | 1,524 | $125K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -2.4% | 1,499 | $123K |
| 1620 Investment Advisors, Inc. | 0.08% | New | 1,366 | $112K |
| Quarry LP | 0.04% | Add +418.9% | 1,349 | $110K |
| Signaturefd, LLC | 0.00% | Reduce -25.4% | 1,333 | $109K |
| Natixis Investment Managers International | 0.01% | No change | 1,326 | $109K |
| Parallel Advisors, LLC | 0.00% | Reduce -18.3% | 1,152 | $94K |
| Ostrum Asset Management | 0.01% | Reduce -42.3% | 989 | $81K |
| GeoWealth Management, LLC | 0.00% | New | 982 | $80K |
| Oarsman Capital, Inc. | 0.01% | New | 946 | $77K |
| GAMMA Investing LLC | 0.01% | Add +57.8% | 939 | $77K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 927 | $76K |
| Catalyst Funds Management Pty Ltd | 0.02% | New | 900 | $74K |
| Osaic Holdings, Inc. | 0.00% | Reduce -53.3% | 817 | $67K |
| Fifth Third Bancorp | 0.00% | Reduce -1.3% | 757 | $62K |
| First Horizon Advisors, Inc. | 0.00% | No change | 740 | $61K |
| Lindbrook Capital, LLC | 0.00% | Reduce -23.1% | 588 | $48K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -0.3% | 577 | $47K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 549 | $43K |
| Paladin Wealth, LLC | 0.03% | — | 473 | $39K |
| Huntington National Bank | 0.00% | Reduce -1.5% | 405 | $33K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +20.1% | 358 | $29K |
| Rise Advisors, LLC | 0.01% | No change | 345 | $28K |
| Farther Finance Advisors, LLC | 0.00% | Add +423.2% | 293 | $24K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -92.0% | 290 | $24K |
| Avior Wealth Management, LLC | 0.00% | Add +87.0% | 288 | $24K |
| Blue Trust, Inc. | 0.00% | New | 272 | $23K |
| Smartleaf Asset Management LLC | 0.00% | Add +11.7% | 286 | $23K |
| Clearstead Advisors, LLC | 0.00% | Reduce -25.8% | 276 | $23K |
| UMB Bank, n.a. | 0.00% | Add +346.4% | 250 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +104.1% | 249 | $20K |
| Planning Capital Management Corp | 0.01% | No change | 234 | $19K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 232 | $19K |
| Geneos Wealth Management Inc. | 0.00% | Add +182.5% | 226 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 222 | $18K |
| CI Investments Inc. | 0.00% | Add +36.5% | 213 | $17K |
| Red Tortoise LLC | 0.01% | No change | 190 | $16K |
| Asset Dedication, LLC | 0.00% | No change | 190 | $16K |
| Castleview Partners, LLC | 0.01% | Add +43.9% | 187 | $15K |
| Macroview Investment Management LLC | 0.01% | No change | 180 | $15K |
| Ashton Thomas Securities, LLC | 0.00% | New | 179 | $15K |
| Private Trust Co. NA | 0.00% | Reduce -13.7% | 151 | $12K |
| WR Wealth Planners, LLC | 0.00% | No change | 150 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.7% | 144 | $12K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 143 | $12K |
| MCF Advisors LLC | 0.00% | New | 117 | $10K |
| Mather Group, Llc. | 0.00% | Reduce -38.0% | 111 | $9K |
| Johnson Financial Group, Inc. | 0.00% | New | 110 | $9K |
| Allworth Financial LP | 0.00% | Reduce -10.3% | 105 | $9K |
| Jones Financial Companies LLLP | 0.00% | Add +241.9% | 106 | $8K |
| Park Place Capital Corp | 0.00% | No change | 102 | $8K |
| Global Retirement Partners, LLC | 0.00% | Reduce -42.6% | 97 | $8K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +23.3% | 90 | $7K |
| Sterling Capital Management LLC | 0.00% | — | 87 | $7K |
| Arax Advisory Partners | 0.00% | Reduce -10.9% | 82 | $7K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 80 | $7K |
| Creative Financial Designs Inc. | 0.00% | New | 70 | $6K |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 70 | $6K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -36.9% | 65 | $5K |
| LGT Financial Advisors LLC | 0.01% | No change | 61 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -50.0% | 59 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.5% | 59 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 57 | $5K |
| Principal Securities, Inc. | 0.00% | Add +35.0% | 54 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 54 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 49 | $4K |
| Hemington Wealth Management | 0.00% | New | 55 | $4K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 46 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 47 | $4K |
| Continuum Advisory, LLC | 0.00% | Reduce -25.9% | 40 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 46 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.3% | 45 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 38 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 34 | $3K |
| Fairman Group, LLC | 0.00% | No change | 30 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 25 | $2K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | New | 23 | $2K |
| Earned Wealth Advisors, LLC | 0.00% | New | 19 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +72.7% | 19 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 13 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 13 | $1K |
| Sachetta, LLC | 0.00% | Reduce -67.6% | 12 | $983 |
| Wolff Wiese Magana LLC | 0.00% | New | 10 | $819 |
| Abound Wealth Management | 0.00% | No change | 10 | $819 |
| IFP Advisors, Inc | 0.00% | Reduce -60.9% | 9 | $737 |
| Riverview Trust Co | 0.00% | New | 6 | $491 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $410 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 4 | $327 |
| Trust Co. of Vermont | 0.00% | New | 2 | $164 |
| Sandy Spring Bank | 0.00% | No change | 2 | $164 |
| AlphaQuest LLC | 0.00% | New | 2 | $164 |
| True Wealth Design, LLC | 0.00% | New | 1 | $82 |
| Financial Management Professionals, Inc. | 0.00% | Add +66.7% | 5 | $0 |
| Avion Wealth | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.