HEALTHEQUITY, INC. — Institutional Ownership
Which tracked institutions hold HQY, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
32
Funds holding
$2034000323
Total value held
Buying
20 added/new · 10 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $880192208 | 10532394 | -683435 | -6.09% |
| 2 | State Street Corp | $259058392 | 3099897 | +8845 | +0.29% |
| 3 | Morgan Stanley | $207747965 | 2485913 | +999856 | +67.28% |
| 4 | Northern Trust Corp | $86593062 | 1036174 | +17966 | +1.76% |
| 5 | Invesco Ltd. | $79865783 | 871802 | -1257352 | -59.05% |
| 6 | Bank Of America Corp /De/ | $72038020 | 862008 | +261150 | +43.46% |
| 7 | Janus Henderson Group Plc | $71067521 | 850411 | — | NEW BUY |
| 8 | Goldman Sachs Group Inc | $66924360 | 800818 | -123431 | -13.35% |
| 9 | Ameriprise Financial Inc | $53320503 | 638034 | -35157 | -5.22% |
| 10 | Sei Investments Co | $50369255 | 602721 | — | NEW BUY |
| 11 | Bank Of New York Mellon Corp | $50079631 | 599254 | -22625 | -3.64% |
| 12 | Raymond James Financial Inc | $31598978 | 380494 | -30317 | -7.38% |
| 13 | Franklin Resources Inc | $28529790 | 341388 | -312 | -0.09% |
| 14 | Principal Financial Group Inc | $25409375 | 304049 | +26632 | +9.60% |
| 15 | Royal Bank Of Canada | $24988000 | 299007 | — | NEW BUY |
| 16 | Wells Fargo & Company/Mn | $19790833 | 216034 | +37724 | +21.16% |
| 17 | Citigroup Inc | $7299210 | 79677 | -5893 | -6.89% |
| 18 | Barclays Plc | $4188694 | 50122 | — | NEW BUY |
| 19 | Prudential Financial Inc | $3516208 | 42075 | +4110 | +10.83% |
| 20 | M&T Bank Corp | $2766796 | 30207 | -2539 | -7.75% |
| 21 | Fifth Third Bancorp | $2106030 | 25200 | +24180 | +2370.59% |
| 22 | Us Bancorp \De\ | $1485290 | 17773 | +414 | +2.38% |
| 23 | Bank Of Montreal /Can/ | $1187363 | 14208 | — | NEW BUY |
| 24 | Hancock Whitney Corp | $1151373 | 14036 | +76 | +0.54% |
| 25 | Pnc Financial Services Group, Inc. | $1096941 | 13126 | -1950 | -12.93% |
| 26 | Nicolet Bankshares Inc | $558646 | 6700 | — | NEW BUY |
| 27 | Banco Bilbao Vizcaya Argentaria, S.A. | $400130 | 4859 | — | NEW BUY |
| 28 | Citizens Financial Group Inc/Ri | $373641 | 4471 | — | NEW BUY |
| 29 | Equitable Holdings, Inc. | $281884 | 3077 | — | NEW BUY |
| 30 | City Holding Co | $10445 | 125 | — | Held |
| 31 | Amalgamated Financial Corp. | $3812 | 56529 | — | NEW BUY |
| 32 | Atlantic Union Bankshares Corp | $184 | 2 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.