HealthequityHQY
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 500 institutions reported holding Healthequity Inc. (HQY) in their 13F filings, up 13 from Q1 2026. 71 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($1.0B), Wasatch Advisors LP ($719.0M) and Morgan Stanley ($410.7M). 6 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Healthequity Inc.
- CUSIP
- 42226A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $117.7M |
| Exits | 55 | $263.4M |
All 13F filers, Q1 2026 → Q2 2026: 11,174,659 shares bought and 8,155,326 shares sold, net +3,019,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 500 holders
| BlackRock, Inc. | 0.02% | Add +7.1% | 11,277,914 | $1.0B |
| Wasatch Advisors LP | 4.71% | Add +10.5% | 7,960,735 | $719.0M |
| Morgan Stanley | 0.02% | Add +82.9% | 4,547,219 | $410.7M |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -2.5% | 4,057,643 | $366.5M |
| Vanguard Capital Management LLC | 0.01% | Reduce -4.8% | 3,640,776 | $328.8M |
| State Street Corp. | 0.01% | Add +4.5% | 3,241,046 | $292.7M |
| Geode Capital Management, LLC | 0.01% | Add +5.1% | 2,374,467 | $214.5M |
| AQR Capital Management | 0.06% | Reduce -4.5% | 1,999,209 | $176.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +14.9% | 1,869,036 | $168.8M |
| William Blair Investment Management, LLC | 0.48% | Add +6.8% | 1,773,227 | $160.2M |
| FMR LLC | 0.01% | Add +35.5% | 1,538,387 | $138.9M |
| Brown Advisory Inc. | 0.19% | Reduce -2.8% | 1,372,624 | $124.0M |
| Clearbridge Investments, LLC | 0.10% | Reduce -1.0% | 1,296,765 | $117.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.1% | 1,188,902 | $107.4M |
| Greenhouse Funds LLLP | 5.63% | Reduce -6.0% | 1,183,024 | $106.9M |
| Geneva Capital Management LLC | 2.38% | Reduce -2.1% | 1,149,680 | $103.8M |
| Bank of America Corp. | 0.01% | Add +33.0% | 1,146,735 | $103.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.1% | 1,158,837 | $102.1M |
| DAVENPORT & Co LLC | 0.50% | Add +7.1% | 1,087,218 | $98.2M |
| Northern Trust Corp. | 0.01% | Add +3.5% | 1,072,119 | $96.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +25.8% | 1,007,434 | $91.0M |
| T. Rowe Price Associates Inc. | 0.01% | Add +23.8% | 994,551 | $89.8M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +34628.8% | 965,807 | $87.2M |
| Atalan Capital Partners, LP | 5.07% | Add +3.6% | 915,270 | $82.7M |
| Loomis Sayles & Co. L P | 0.10% | Reduce -2.5% | 908,554 | $82.1M |
| Jupiter Topco LLC | 0.03% | — | 872,972 | $78.8M |
| Swedbank AB | 0.07% | Add +20.5% | 851,400 | $76.9M |
| Park West Asset Management LLC | 4.80% | Add +24.6% | 776,651 | $70.1M |
| American Century Companies Inc. | 0.03% | Add +2.3% | 759,978 | $68.6M |
| Baron Capital (BAMCO) | 0.10% | Add +0.1% | 750,394 | $67.8M |
| Nuveen, LLC | 0.02% | Add +7.7% | 732,750 | $66.2M |
| Stephens Investment Management Group LLC | 0.71% | Add +6.5% | 729,080 | $65.9M |
| Westfield Capital Management Co. LP | 0.21% | Reduce -1.3% | 703,313 | $63.5M |
| Sei Investments Co. | 0.05% | Add +13.4% | 683,320 | $61.7M |
| Citadel Advisors | 0.04% | Add +154.1% | 682,961 | $61.7M |
| Nomura Asset Management International Inc. | 0.09% | Add +14.6% | 678,537 | $61.3M |
| Bank of New York Mellon Corp | 0.01% | Add +11.2% | 666,260 | $60.2M |
| GW&K Investment Management, LLC | 0.45% | Add +36.2% | 632,382 | $57.1M |
| Cadian Capital Management, LP | 4.28% | Reduce -24.7% | 626,700 | $56.6M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +1.2% | 601,824 | $54.4M |
| Norges Bank | 0.00% | — | 533,946 | $48.2M |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 2.26% | New | 456,922 | $41.3M |
| UBS Group AG | 0.01% | Reduce -44.6% | 435,457 | $39.3M |
| Raymond James Financial Inc. | 0.01% | Add +13.5% | 431,967 | $39.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.11% | Reduce -17.5% | 400,613 | $36.2M |
| Wellington Management Group LLP | 0.01% | Reduce -22.0% | 387,894 | $35.0M |
| Artisan Partners Limited Partnership | 0.06% | Add +41.8% | 384,107 | $34.7M |
| Franklin Resources Inc. | 0.01% | Add +5.6% | 360,659 | $32.6M |
| 12th Street Asset Management Company, LLC | 4.45% | Add +37.4% | 345,390 | $31.2M |
| Aristotle Capital Boston, LLC | 2.02% | Reduce -16.2% | 332,884 | $30.1M |
| Ranger Investment Management, L.P. | 1.82% | Add +17.7% | 319,253 | $28.8M |
| Principal Financial Group Inc. | 0.01% | Add +4.8% | 318,565 | $28.8M |
| CIBC Bancorp USA Inc. | 0.03% | Reduce -3.4% | 311,395 | $28.1M |
| Lazard Asset Management LLC | 0.04% | Reduce -19.3% | 275,693 | $24.9M |
| Rhumbline Advisers | 0.02% | Add +2.2% | 254,403 | $23.0M |
| Ashford Capital Management Inc. | 2.45% | Reduce -4.9% | 253,441 | $22.9M |
| Millennium Management | 0.02% | Reduce -69.1% | 249,975 | $22.6M |
| DF Dent & Co. Inc. | 0.42% | Add +84.7% | 247,132 | $22.3M |
| Segall Bryant & Hamill, LLC | 0.26% | Add +40.9% | 238,243 | $21.5M |
| Oppenheimer Asset Management Inc. | 0.22% | Add +34.2% | 233,378 | $21.1M |
| Oberweis Asset Management Inc./ | 0.43% | Add +37.0% | 228,291 | $20.6M |
| Royal Bank of Canada | 0.00% | Reduce -29.0% | 212,264 | $19.2M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -24.0% | 202,691 | $18.7M |
| Alliancebernstein L.P. | 0.01% | Add +0.1% | 222,480 | $18.6M |
| Invesco Ltd. | 0.00% | Reduce -56.3% | 198,095 | $17.9M |
| Retirement Systems of Alabama | 0.05% | Reduce -8.1% | 196,278 | $17.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.7% | 193,492 | $17.5M |
| Wells Fargo & Company | 0.00% | Add +35.9% | 190,425 | $17.2M |
| Frontier Capital Management Co. LLC | 0.16% | Reduce -4.2% | 184,308 | $16.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.1% | 175,182 | $15.8M |
| Glenmede Trust Co. NA | 0.07% | Reduce -3.3% | 173,867 | $15.7M |
| Swiss National Bank | 0.01% | Add +0.2% | 169,500 | $15.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +19.0% | 156,786 | $14.2M |
| Qube Research & Technologies Ltd | 0.02% | Add +285.8% | 156,551 | $14.1M |
| California Public Employees Retirement System | 0.01% | Add +1.1% | 155,319 | $14.0M |
| New York State Common Retirement Fund | 0.02% | Add +40.7% | 150,273 | $13.6M |
| Premier Fund Managers Ltd | 1.16% | Reduce -49.5% | 145,243 | $12.8M |
| Public Sector Pension Investment Board | 0.03% | Add +145.9% | 140,952 | $12.7M |
| Neuberger Berman Group LLC | 0.01% | Add +2465.7% | 137,365 | $12.4M |
| GDS Wealth Management | 0.59% | Add +9.1% | 137,092 | $12.4M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -4.4% | 135,600 | $12.2M |
| Deutsche Bank AG | 0.00% | Add +10.3% | 132,705 | $12.0M |
| Peregrine Capital Management LLC | 0.39% | Add +5.1% | 132,691 | $12.0M |
| Castleark Management LLC | 0.31% | Add +163.4% | 127,770 | $11.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -80.3% | 125,882 | $11.4M |
| Axiom Investors LLC | 0.09% | Reduce -21.3% | 120,911 | $10.9M |
| Capital Fund Management S.A. | 0.08% | Add +129.1% | 119,832 | $10.8M |
| Legal & General Group Plc | 0.00% | Add +0.7% | 118,522 | $10.7M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -12.7% | 117,281 | $10.6M |
| Wealthspire Advisors, LLC | 0.06% | Add +194.9% | 111,986 | $10.1M |
| B. Metzler seel. Sohn & Co. AG | 0.09% | Add +29.7% | 111,108 | $10.0M |
| Mariner, LLC | 0.01% | Add +57.7% | 108,898 | $9.8M |
| Bessemer Group Inc. | 0.01% | Reduce -72.0% | 108,688 | $9.8M |
| State of Wisconsin Investment Board | 0.02% | Add +1.3% | 102,875 | $9.3M |
| Tectonic Advisors LLC | 0.44% | Add +21.1% | 100,323 | $9.1M |
| Diversify Advisory Services, LLC | 0.15% | New | 90,675 | $9.0M |
| Diversify Wealth Management, LLC | 0.15% | Add +0.1% | 90,675 | $9.0M |
| California State Teachers Retirement System | 0.01% | Reduce -2.8% | 97,794 | $8.8M |
| Granahan Investment Management, LLC | 0.31% | Reduce -20.3% | 97,318 | $8.8M |
| Renaissance Group LLC | 0.36% | Reduce -1.5% | 96,839 | $8.7M |
| Voya Investment Management LLC | 0.01% | Reduce -1.6% | 94,631 | $8.5M |
| Beacon Investment Advisory Services, Inc. | 0.32% | Add +63.4% | 94,237 | $8.5M |
| Motley Fool Asset Management LLC | 0.32% | Reduce -5.6% | 93,043 | $8.4M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -2.2% | 92,647 | $8.4M |
| Amundi | 0.00% | Add +33.6% | 90,327 | $8.2M |
| Victory Capital Management Inc. | 0.00% | Add +33.9% | 89,467 | $8.1M |
| Portolan Capital Management, LLC | 0.30% | Reduce -12.2% | 89,274 | $8.1M |
| MetLife Investment Management, LLC | 0.04% | Add +2.5% | 88,645 | $8.0M |
| Summit Creek Advisors LLC | 2.59% | Reduce -47.8% | 84,157 | $7.6M |
| EverSource Wealth Advisors, LLC | 0.25% | Add +26.6% | 83,393 | $7.5M |
| Marshall Wace, LLP | 0.01% | Add +163.4% | 83,056 | $7.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +5.8% | 81,944 | $7.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.3% | 80,893 | $7.3M |
| King Luther Capital Management Corp. | 0.03% | Reduce -12.1% | 80,674 | $7.3M |
| Nordea Investment Management AB | 0.01% | Add +42.2% | 81,684 | $7.2M |
| Creative Planning | 0.00% | Add +21.9% | 79,363 | $7.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -6.5% | 78,409 | $7.1M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -21.6% | 76,000 | $6.9M |
| Kornitzer Capital Management Inc. | 0.14% | No change | 75,326 | $6.8M |
| Moran Wealth Management, LLC | 0.18% | New | 74,194 | $6.7M |
| Waverly Advisors, LLC | 0.04% | Add +20.5% | 73,569 | $6.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.05% | Add +55.1% | 72,502 | $6.5M |
| Beacon Investment Advisors LLC | 2.04% | Add +48.4% | 71,799 | $6.5M |
| Man Group plc | 0.01% | Reduce -84.0% | 67,560 | $6.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -4.4% | 67,512 | $6.1M |
| Inspirion Wealth Advisors, LLC | 0.69% | No change | 65,000 | $6.0M |
| Hilton Capital Management, LLC | 0.40% | Add +22.6% | 64,850 | $5.9M |
| Thompson Investment Management, Inc. | 0.67% | Add +0.9% | 64,547 | $5.8M |
| Citigroup Inc. | 0.00% | Reduce -75.6% | 61,708 | $5.6M |
| Madison Asset Management, LLC | 0.07% | Add +0.1% | 60,491 | $5.5M |
| Future Fund LLC | 1.56% | Add +18.9% | 60,154 | $5.4M |
| Elk River Wealth Management LLC | 0.83% | Reduce -8.3% | 57,389 | $5.2M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +114.0% | 54,531 | $4.9M |
| AlphaCore Capital LLC | 0.09% | New | 53,246 | $4.8M |
| Pier Capital, LLC | 0.64% | New | 53,230 | $4.8M |
| Bridger Management, LLC | 3.11% | New | 51,616 | $4.7M |
| 1492 Capital Management LLC | 1.37% | Reduce -7.7% | 51,501 | $4.7M |
| WINTON GROUP Ltd | 0.15% | New | 51,336 | $4.6M |
| XTX Topco Ltd | 0.06% | Add +676.3% | 49,328 | $4.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.6% | 49,079 | $4.4M |
| Quantinno Capital Management LP | 0.01% | Add +10.0% | 48,587 | $4.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.9% | 47,414 | $4.3M |
| Montanaro Asset Management Ltd | 1.35% | Reduce -6.7% | 47,400 | $4.3M |
| Physician Wealth Advisors, Inc. | 0.51% | Reduce -0.0% | 47,045 | $4.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +1.4% | 45,813 | $4.1M |
| Atria Investments, Inc | 0.04% | Add +20.8% | 45,425 | $4.1M |
| Captrust Financial Advisors | 0.01% | Add +49.6% | 45,312 | $4.1M |
| First Trust Advisors LP | 0.00% | Add +14.5% | 43,609 | $3.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -28.6% | 43,383 | $3.9M |
| HSBC Holdings PLC | 0.00% | Add +54.8% | 43,615 | $3.9M |
| Cerity Partners LLC | 0.00% | Add +57.5% | 42,335 | $3.8M |
| Tidal Investments LLC | 0.01% | Add +10.4% | 42,235 | $3.8M |
| EFG International AG | 0.07% | Reduce -1.9% | 41,028 | $3.7M |
| Leuthold Group, LLC | 0.37% | New | 41,018 | $3.7M |
| Ameritas Investment Partners, Inc. | 0.10% | Add +12.0% | 40,504 | $3.7M |
| Homestead Advisers Corp | 0.09% | No change | 40,200 | $3.6M |
| Covea Finance | 0.11% | No change | 39,200 | $3.5M |
| Apollon Wealth Management, LLC | 0.04% | New | 38,780 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +18.7% | 38,298 | $3.5M |
| Oxbow Advisors, LLC | 0.28% | Add +0.9% | 37,990 | $3.4M |
| Faithward Advisors, LLC | 0.41% | New | 37,045 | $3.3M |
| Los Angeles Capital Management LLC | 0.01% | Add +2020.0% | 36,846 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Add +33.1% | 36,497 | $3.3M |
| Natixis Advisors, LLC | 0.00% | Add +10.7% | 36,492 | $3.3M |
| Barclays PLC | 0.00% | Reduce -27.3% | 36,443 | $3.3M |
| Handelsbanken Fonder AB | 0.01% | Add +20.2% | 36,316 | $3.3M |
| Entropy Technologies, LP | 0.13% | Add +423.6% | 36,184 | $3.3M |
| Amalgamated Bank | 0.02% | Reduce -2.9% | 35,876 | $3.2M |
| State of Tennessee, Department of Treasury | 0.01% | Add +24.2% | 35,571 | $3.2M |
| Advisory Research Inc. | 0.32% | Reduce -4.8% | 35,026 | $3.2M |
| STRS Ohio | 0.01% | Add +5.4% | 35,000 | $3.2M |
| Formula Growth Ltd. | 1.09% | Reduce -0.4% | 34,417 | $3.1M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -5.5% | 32,966 | $3.0M |
| Aureus Asset Management, LLC | 0.17% | No change | 31,670 | $2.9M |
| Ieq Capital, LLC | 0.01% | Add +364.3% | 31,528 | $2.8M |
| Cetera Investment Advisers | 0.00% | Add +16.3% | 30,526 | $2.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +4.4% | 30,496 | $2.8M |
| Maridea Wealth Management LLC | 0.30% | Add +4.1% | 30,479 | $2.8M |
| KLP Kapitalforvaltning As | 0.01% | Add +5.2% | 30,300 | $2.7M |
| Corient Private Wealth LP | 0.00% | Add +8.6% | 29,789 | $2.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +4.7% | 29,788 | $2.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +171.0% | 29,000 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +219.0% | 28,886 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +199.8% | 28,761 | $2.6M |
| One Capital Management, LLC | 0.07% | No change | 29,923 | $2.5M |
| Paralel Advisors LLC | 0.10% | New | 27,661 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -6.8% | 26,565 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.0% | 26,198 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +80.5% | 33,843 | $2.3M |
| Primoris Wealth Advisors, LLC | 1.05% | New | 25,500 | $2.3M |
| Intech Investment Management LLC | 0.02% | Reduce -49.2% | 25,356 | $2.3M |
| Chesley Taft & Associates LLC | 0.09% | Reduce -9.2% | 25,255 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +9.9% | 25,032 | $2.3M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.4% | 24,700 | $2.2M |
| Expect Equity LLC | 1.41% | Add +55.7% | 24,200 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -6.2% | 24,127 | $2.2M |
| Arizona State Retirement System | 0.01% | Reduce -0.7% | 23,310 | $2.1M |
| Fifth Third Bancorp | 0.00% | Reduce -8.0% | 23,173 | $2.1M |
| Cache Advisors, LLC | 0.18% | New | 23,000 | $2.1M |
| Moody Aldrich Partners LLC | 0.37% | Reduce -25.9% | 22,590 | $2.0M |
| Gotham Asset Management | 0.00% | Add +33.6% | 22,545 | $2.0M |
| Prudential Financial Inc. | 0.00% | Reduce -46.8% | 22,390 | $2.0M |
| Dark Forest Capital Management LP | 0.13% | Reduce -7.1% | 22,192 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +10.1% | 22,494 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -81.8% | 21,918 | $2.0M |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 21,864 | $2.0M |
| New Age Alpha Advisors, LLC | 0.08% | Reduce -2.7% | 21,773 | $2.0M |
| M&T Bank Corp | 0.01% | Reduce -27.9% | 21,344 | $1.9M |
| Assenagon Asset Management S.A. | 0.00% | New | 21,215 | $1.9M |
| Choreo, LLC | 0.02% | Add +3.4% | 20,967 | $1.9M |
| Campbell & CO Investment Adviser LLC | 0.10% | Reduce -0.9% | 20,767 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -13.0% | 20,573 | $1.9M |
| D. E. Shaw & Co. | 0.00% | New | 20,431 | $1.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +136.0% | 20,332 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -5.5% | 20,224 | $1.8M |
| Twinbeech Capital LP | 0.33% | New | 20,182 | $1.8M |
| First American Bank | 0.10% | Add +23.4% | 19,797 | $1.8M |
| State of Michigan Retirement System | 0.01% | Reduce -3.9% | 19,722 | $1.8M |
| Henshaw Capital LLC | 0.06% | New | 19,569 | $1.8M |
| OP Asset Management Ltd | 0.02% | No change | 19,105 | $1.7M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,063 | $1.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.7% | 19,003 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.5% | 18,759 | $1.7M |
| Gradient Investments LLC | 0.02% | Reduce -2.2% | 18,357 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.5% | 18,350 | $1.7M |
| Elo Mutual Pension Insurance Co | 0.02% | Add +70.4% | 18,189 | $1.6M |
| Cambiar Investors LLC | 0.07% | New | 18,046 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.6% | 17,476 | $1.6M |
| NewEdge Advisors, LLC | 0.00% | Add +34.1% | 17,474 | $1.6M |
| New Mexico Educational Retirement Board | 0.04% | No change | 17,300 | $1.6M |
| Teacher Retirement System of Texas | 0.00% | Add +29.9% | 17,258 | $1.6M |
| Sumitomo Life Insurance Co. | 0.03% | Add +57.7% | 17,142 | $1.5M |
| Three Seasons Wealth, LLC | 0.14% | Add +41.9% | 16,980 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.1% | 16,778 | $1.5M |
| SG Americas Securities, LLC | 0.00% | Reduce -3.5% | 16,750 | $1.5M |
| Allstate Corp. | 0.01% | Reduce -40.4% | 16,314 | $1.5M |
| Shay Capital LLC | 0.16% | Add +23.1% | 16,000 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 15,641 | $1.4M |
| Bank of Montreal | 0.00% | Add +6.5% | 15,135 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -14.9% | 15,131 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.9% | 14,949 | $1.4M |
| Milestone Asset Management, LLC | 0.21% | Reduce -0.8% | 14,811 | $1.3M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.09% | Reduce -0.3% | 14,732 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.6% | 14,513 | $1.3M |
| ProShare Advisors LLC | 0.00% | Reduce -7.7% | 14,447 | $1.3M |
| Coyle Financial Counsel LLC | 0.24% | Add +33.0% | 14,260 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Add +0.6% | 14,233 | $1.3M |
| Hancock Whitney Corp. | 0.02% | Reduce -0.4% | 13,984 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Reduce -3.7% | 13,983 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -2.2% | 13,933 | $1.3M |
| Mirova | 0.04% | Reduce -84.0% | 12,875 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -4.2% | 12,874 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.39% | New | 11,550 | $1.2M |
| Xponance LLC | 0.01% | Add +2.5% | 12,465 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +126.1% | 12,458 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +42.6% | 11,839 | $1.1M |
| Amica Mutual Insurance Co. | 0.09% | No change | 11,805 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +44.3% | 11,318 | $1.0M |
| Two Sigma Securities, LLC | 0.09% | New | 11,311 | $1.0M |
| Guggenheim Capital LLC | 0.01% | Reduce -30.7% | 10,927 | $987K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -7.9% | 10,083 | $911K |
| Pinnacle Financial Partners, Inc. | 0.01% | New | 9,964 | $900K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -6.3% | 9,842 | $889K |
| Brevan Howard Capital Management LP | 0.01% | Add +67.3% | 9,842 | $889K |
| Pacer Advisors, Inc. | 0.00% | Reduce -28.1% | 9,729 | $879K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +33.5% | 9,052 | $858K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.7% | 9,108 | $822K |
| &partners | 0.00% | Add +21.6% | 8,952 | $809K |
| Inspire Investing, LLC | 0.03% | Add +12.4% | 8,906 | $804K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 8,817 | $796K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.3% | 8,738 | $789K |
| HC Advisors, LLC | 0.48% | No change | 8,690 | $785K |
| Suncoast Equity Management | 0.10% | Reduce -6.7% | 8,635 | $780K |
| Washington Capital Management, Inc. | 0.52% | Add +35.9% | 8,630 | $779K |
| Rothschild Investment LLC | 0.03% | Add +425.9% | 8,467 | $765K |
| Sheets Smith Wealth Management | 0.07% | Reduce -2.7% | 8,292 | $749K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.7% | 8,278 | $747K |
| Overbrook Management Corp | 0.11% | Reduce -34.9% | 8,249 | $745K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,231 | $743K |
| Radnor Capital Management, LLC | 0.10% | Reduce -1.7% | 8,716 | $740K |
| Acadian Asset Management LLC | 0.00% | Add +52.8% | 8,212 | $740K |
| Graham Capital Management, L.P. | 0.03% | Add +1.9% | 8,184 | $739K |
| Fulton Bank, N.A. | 0.02% | Add +24.3% | 8,114 | $733K |
| Peterson Wealth Services | 0.16% | Add +4.7% | 8,089 | $731K |
| Callan Family Office, LLC | 0.01% | New | 7,954 | $718K |
| Stansberry Asset Management, LLC | 0.07% | Reduce -8.0% | 7,704 | $696K |
| Alps Advisors Inc. | 0.00% | Reduce -16.3% | 7,668 | $693K |
| Steadtrust LLC | 0.34% | Add +7.1% | 7,520 | $679K |
| Mangrove Partners Im, LLC | 0.04% | Reduce -15.9% | 7,395 | $668K |
| Merit Financial Group, LLC | 0.00% | Add +158.9% | 7,350 | $664K |
| Quadrant Capital Group LLC | 0.02% | Reduce -8.2% | 7,201 | $650K |
| BTC Capital Management, Inc. | 0.04% | Add +0.6% | 6,951 | $639K |
| Commerce Bank | 0.00% | Add +53.8% | 7,003 | $633K |
| Stephens Inc. | 0.01% | Add +8.7% | 6,911 | $624K |
| Freestone Grove Partners LP | 0.00% | Reduce -28.8% | 6,892 | $622K |
| Quantbot Technologies LP | 0.02% | New | 6,827 | $617K |
| Securian Asset Management, Inc. | 0.02% | No change | 6,266 | $612K |
| Sanctuary Advisors, LLC | 0.00% | Add +5.8% | 6,695 | $605K |
| Swiss Life Asset Management Ltd | 0.00% | Add +7.9% | 6,658 | $601K |
| CSS LLC | 0.08% | Reduce -23.0% | 6,630 | $599K |
| Sepio Capital, LP | 0.03% | New | 6,606 | $597K |
| Level Four Advisory Services, LLC | 0.02% | Add +10.9% | 6,556 | $592K |
| Federated Hermes, Inc. | 0.00% | Reduce -21.9% | 6,527 | $590K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +11.8% | 6,525 | $589K |
| Abel Hall, LLC | 0.10% | Add +14.0% | 6,489 | $586K |
| Nicolet Bankshares Inc. | 0.02% | Reduce -10.3% | 6,012 | $581K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -16.8% | 6,300 | $569K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +19.1% | 6,022 | $544K |
| Blackstone Inc. | 0.00% | New | 5,974 | $540K |
| Sivia Capital Partners, LLC | 0.07% | New | 5,964 | $539K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.0% | 5,960 | $538K |
| Aristeia Capital, L.L.C. | 0.02% | New | 5,722 | $517K |
| Zions Bancorporation, National Association | 0.03% | Reduce -48.3% | 5,669 | $512K |
| Hantz Financial Services, Inc. | 0.01% | Add +65.7% | 5,664 | $512K |
| EP Wealth Advisors, LLC | 0.00% | Add +8.6% | 5,649 | $510K |
| Jane Street Group, LLC | 0.00% | Reduce -97.1% | 5,614 | $507K |
| Brighton Jones LLC | 0.01% | New | 5,602 | $506K |
| Vinva Investment Management Ltd | 0.00% | New | 3,824 | $488K |
| Mattson Financial Services, LLC | 0.10% | Add +15.4% | 4,901 | $484K |
| Caxton Associates LLP | 0.01% | New | 5,321 | $481K |
| Engineers Gate Manager LP | 0.01% | Add +85.9% | 5,271 | $476K |
| AE Wealth Management LLC | 0.00% | Add +113.4% | 5,247 | $474K |
| Summitry LLC | 0.02% | Add +18.0% | 5,159 | $466K |
| Mutual Advisors, LLC | 0.01% | Add +0.8% | 5,096 | $460K |
| Sterling Capital Management LLC | 0.01% | Add +822.0% | 5,071 | $458K |
| Keebeck Wealth Management | 0.04% | Reduce -5.8% | 5,061 | $457K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 5,000 | $452K |
| MAI Capital Management | 0.00% | Add +288.6% | 4,932 | $445K |
| Grandeur Peak Global Advisors, LLC | 0.10% | Reduce -86.6% | 4,875 | $440K |
| iA Global Asset Management Inc. | 0.01% | Add +2281.0% | 4,762 | $430K |
| HB Wealth Management, LLC | 0.00% | Add +70.2% | 4,671 | $422K |
| Fiduciary Trust Co | 0.00% | Add +26.1% | 4,645 | $420K |
| Narus Financial Partners, LLC | 0.10% | Reduce -9.5% | 4,522 | $408K |
| Citizens Financial Group Inc. | 0.00% | Reduce -1.4% | 4,408 | $398K |
| Arax Advisory Partners | 0.00% | Add +866.0% | 4,376 | $395K |
| Iron Gate Global Advisors LLC | 0.04% | Reduce -19.5% | 4,358 | $394K |
| Nisa Investment Advisors, LLC | 0.00% | Add +16.4% | 4,290 | $387K |
| Fieldview Capital Management, LLC | 0.11% | Reduce -16.0% | 4,280 | $387K |
| Blueshift Asset Management, LLC | 0.09% | New | 4,219 | $381K |
| State of Wyoming | 0.04% | Reduce -59.8% | 4,169 | $377K |
| Ares Systematic Credit Ltd | 0.75% | New | 4,100 | $370K |
| Juncture Wealth Strategies, LLC | 0.10% | New | 4,065 | $367K |
| Evergreen Capital Management LLC | 0.01% | Add +6.8% | 4,053 | $366K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +23.9% | 3,889 | $351K |
| Numerai GP LLC | 0.03% | Reduce -49.3% | 3,881 | $351K |
| Curated Wealth Partners LLC | 0.04% | Reduce -5.7% | 3,880 | $350K |
| DNB Asset Management AS | 0.00% | No change | 3,720 | $336K |
| Profund Advisors LLC | 0.01% | Add +0.4% | 3,658 | $330K |
| NewEdge Wealth, LLC | 0.00% | New | 3,593 | $325K |
| Avanza Fonder AB | 0.01% | No change | 3,469 | $313K |
| Sowell Financial Services LLC | 0.01% | Add +34.3% | 3,462 | $313K |
| Vise Technologies, Inc. | 0.00% | New | 3,412 | $308K |
| Ethic Inc. | 0.00% | Add +37.5% | 3,409 | $308K |
| Vestcor Inc | 0.01% | No change | 3,377 | $305K |
| Global Retirement Partners, LLC | 0.00% | — | 3,373 | $305K |
| Greenleaf Trust | 0.00% | Reduce -4.0% | 3,353 | $303K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -1.5% | 3,304 | $298K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +14.1% | 3,285 | $297K |
| MML Investors Services, LLC | 0.00% | Add +19.7% | 3,280 | $296K |
| Cresset Asset Management, LLC | 0.00% | Add +5.0% | 3,257 | $294K |
| Nykredit A/S | 0.00% | — | 3,211 | $290K |
| Ritholtz Wealth Management | 0.00% | Add +0.1% | 3,173 | $287K |
| Bull Harbor Capital LLC | 0.05% | New | 3,089 | $279K |
| MeadowBrook Investment Advisors LLC | 0.22% | No change | 3,035 | $274K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.7% | 2,893 | $261K |
| Shelton Capital Management | 0.00% | Reduce -4.1% | 2,766 | $250K |
| West Family Investments, Inc. | 0.07% | New | 2,708 | $245K |
| CIBC Asset Management Inc | 0.00% | No change | 2,700 | $244K |
| 1620 Investment Advisors, Inc. | 0.15% | Reduce -1.3% | 2,671 | $241K |
| Chicago Partners Investment Group LLC | 0.00% | New | 2,555 | $241K |
| Private Advisory Group LLC | 0.01% | Reduce -98.0% | 2,594 | $234K |
| Keating Financial Advisory Services, Inc. | 0.03% | Reduce -33.1% | 2,592 | $234K |
| Natixis | 0.00% | New | 2,589 | $234K |
| Holocene Advisors, LP | 0.00% | Reduce -4.4% | 2,563 | $231K |
| 111 Capital | 0.04% | New | 2,534 | $229K |
| Acorn Wealth Advisors, LLC | 0.06% | New | 2,527 | $228K |
| Polar Capital Holdings Plc | 0.00% | New | 2,515 | $227K |
| Allworth Financial LP | 0.00% | Add +138.1% | 2,464 | $223K |
| KBC Group NV | 0.00% | No change | 2,411 | $218K |
| Axxion S.A. | 0.02% | — | 2,397 | $216K |
| Estate Planners Group, LLC | 0.10% | New | 2,347 | $212K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,338 | $211K |
| Blair William & Co. | 0.00% | New | 2,315 | $209K |
| Grant Private Wealth Management Inc | 0.09% | New | 2,276 | $206K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.0% | 2,259 | $204K |
| Vident Advisory, LLC | 0.00% | Reduce -11.0% | 2,230 | $201K |
| Edgestream Partners, L.P. | 0.01% | New | 2,220 | $201K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 2,164 | $195K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -11.5% | 2,139 | $193K |
| International Assets Investment Management, LLC | 0.01% | Add +194.4% | 1,628 | $150K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1,643 | $148K |
| Aviso Financial Inc. | 0.01% | Reduce -1.7% | 1,588 | $143K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -7.7% | 1,430 | $129K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 1,368 | $120K |
| GAMMA Investing LLC | 0.00% | Add +17.1% | 1,321 | $119K |
| Farther Finance Advisors, LLC | 0.00% | Add +198.6% | 1,260 | $114K |
| Signaturefd, LLC | 0.00% | Reduce -6.3% | 1,217 | $110K |
| Assetmark, Inc. | 0.00% | Add +31.7% | 1,187 | $107K |
| UMB Bank, n.a. | 0.00% | Add +17.2% | 1,123 | $101K |
| Parallel Advisors, LLC | 0.00% | Reduce -32.4% | 883 | $80K |
| Harbor Investment Advisory, LLC | 0.01% | New | 836 | $76K |
| Leonteq Securities AG | 0.00% | Add +93.7% | 740 | $67K |
| Employees Retirement System of Texas | 0.00% | New | 727 | $66K |
| IFP Advisors, Inc | 0.00% | Add +387.3% | 614 | $55K |
| True Wealth Design, LLC | 0.01% | Add +131.5% | 558 | $50K |
| Optiver Holding B.V. | 0.00% | Add +35.1% | 554 | $50K |
| Sellwood Investment Partners LLC | 0.02% | No change | 550 | $50K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 549 | $45K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 464 | $42K |
| WPG Advisers, LLC | 0.02% | Add +16.9% | 443 | $40K |
| Kemnay Advisory Services Inc. | 0.01% | Reduce -12.1% | 437 | $39K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -99.5% | 430 | $39K |
| Smartleaf Asset Management LLC | 0.00% | No change | 430 | $38K |
| Larson Financial Group LLC | 0.00% | Add +43.1% | 405 | $37K |
| Axiom Investment Management LLC | 0.02% | No change | 396 | $36K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 388 | $35K |
| Silvant Capital Management LLC | 0.00% | New | 385 | $35K |
| Clearstead Advisors, LLC | 0.00% | Add +444.3% | 381 | $34K |
| Acumen Wealth Advisors, LLC | 0.01% | Add +16.5% | 374 | $34K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -43.3% | 328 | $30K |
| Parkside Financial Bank & Trust | 0.00% | Add +26.3% | 327 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +43.8% | 322 | $29K |
| CoreCap Advisors, LLC | 0.00% | Add +38.6% | 316 | $29K |
| Huntington National Bank | 0.00% | Reduce -65.2% | 302 | $27K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 300 | $27K |
| Versant Capital Management, Inc | 0.00% | Reduce -35.5% | 292 | $26K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +18.3% | 252 | $24K |
| Flputnam Investment Management Co. | 0.00% | New | 267 | $24K |
| Private Trust Co. NA | 0.00% | Add +19.2% | 236 | $21K |
| Essential Partners LLC | 0.01% | Reduce -38.6% | 224 | $20K |
| SJS Investment Consulting Inc. | 0.00% | Add +430.9% | 223 | $20K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +0.9% | 223 | $20K |
| Rossby Financial, LCC | 0.00% | Add +13.2% | 214 | $19K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +52.9% | 211 | $19K |
| First Horizon Corp. | 0.00% | Reduce -5.7% | 183 | $17K |
| Mather Group, Llc. | 0.00% | No change | 180 | $16K |
| Asset Dedication, LLC | 0.00% | No change | 171 | $15K |
| Salomon & Ludwin, LLC | 0.00% | New | 157 | $14K |
| Covestor Ltd | 0.01% | Add +13.2% | 129 | $12K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -2.3% | 128 | $12K |
| City Holding Co. | 0.00% | No change | 125 | $11K |
| Vision Financial Markets LLC | 0.01% | No change | 115 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -84.6% | 94 | $8K |
| CVA Family Office, LLC | 0.00% | Add +18.4% | 90 | $8K |
| Accent Capital Management, LLC | 0.00% | New | 80 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 75 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 74 | $7K |
| Continuum Advisory, LLC | 0.00% | New | 73 | $7K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 69 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.7% | 67 | $6K |
| Fiduciary Financial Advisors | 0.00% | New | 62 | $5K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 55 | $5K |
| Blue Trust, Inc. | 0.00% | New | 54 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 53 | $5K |
| Sachetta, LLC | 0.00% | Add +2.0% | 52 | $5K |
| Cornerstone Financial Management LLC | 0.00% | Reduce -12.3% | 50 | $5K |
| CENTRAL TRUST Co | 0.00% | Reduce -37.2% | 49 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -11.3% | 47 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +42.4% | 47 | $4K |
| High Note Wealth, LLC | 0.00% | Add +78.3% | 41 | $4K |
| Clearstead Trust, LLC | 0.00% | Reduce -20.8% | 38 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 32 | $3K |
| Bayban | 0.00% | No change | 29 | $3K |
| Marquette Asset Management, LLC | 0.00% | No change | 24 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 23 | $2K |
| Private Wealth Management Group, LLC | 0.00% | New | 22 | $2K |
| Torren Management, LLC | 0.00% | No change | 21 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -13.6% | 19 | $2K |
| Kingdom Financial Group LLC. | 0.00% | No change | 18 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 17 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +166.7% | 16 | $1K |
| Brown Brothers Harriman & Co. | 0.00% | New | 16 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +8.3% | 13 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 13 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 12 | $1K |
| SHP Wealth Management | 0.00% | No change | 12 | $1K |
| TFC Financial Management, Inc. | 0.00% | No change | 11 | $994 |
| Dunhill Financial, LLC | 0.00% | Reduce -8.3% | 11 | $993 |
| Abound Wealth Management | 0.00% | No change | 10 | $904 |
| HFM Investment Advisors, LLC | 0.00% | Add +125.0% | 9 | $813 |
| Quarry LP | 0.00% | Reduce -62.5% | 9 | $813 |
| SouthState Bank Corp | 0.00% | No change | 7 | $633 |
| Financial Management Professionals, Inc. | 0.00% | No change | 7 | $632 |
| Investors Portfolio Services LLC | 0.00% | No change | 4 | $361 |
| Activest Wealth Management | 0.00% | Add +0.0% | 4 | $361 |
| TD Private Client Wealth LLC | 0.00% | No change | 4 | $361 |
| Golden State Wealth Management, LLC | 0.00% | Reduce -83.3% | 4 | $361 |
| LRI Investments, LLC | 0.00% | New | 4 | $361 |
| Quaker Wealth Management, LLC | 0.00% | No change | 3 | $271 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $185 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -33.3% | 2 | $181 |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2 | $181 |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 2 | $181 |
| Hughes Financial Services, LLC | 0.00% | Reduce -33.3% | 2 | $181 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1 | $91 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $91 |
| Evolution Wealth Management Inc. | 0.00% | No change | 1 | $90 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $90 |
| Avion Wealth | 0.00% | No change | 7 | $0 |
| Navigoe, LLC | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.