HEALTHEQUITY, INC. — Institutional Ownership
Which tracked institutions hold HQY, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
39
Funds holding
$2529554516
Total value held
Buying
26 added/new · 11 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1018621255 | 11277914 | +745520 | +7.08% |
| 2 | Morgan Stanley | $410704974 | 4547219 | +2061306 | +82.92% |
| 3 | State Street Corp | $292717061 | 3241046 | +141149 | +4.55% |
| 4 | Bank Of America Corp /De/ | $103573112 | 1146735 | +284727 | +33.03% |
| 5 | Jpmorgan Chase & Co | $102097653 | 1158837 | -24574 | -2.08% |
| 6 | Northern Trust Corp | $96833789 | 1072119 | +35945 | +3.47% |
| 7 | Goldman Sachs Group Inc | $90991438 | 1007434 | +206616 | +25.80% |
| 8 | Janus Henderson Group Plc | $71067521 | 850411 | +850411 | NEW BUY |
| 9 | Sei Investments Co | $61716402 | 683320 | +80599 | +13.37% |
| 10 | Bank Of New York Mellon Corp | $60176587 | 666260 | +67006 | +11.18% |
| 11 | Ubs Group Ag | $39330476 | 435457 | +435457 | NEW BUY |
| 12 | Raymond James Financial Inc | $39015167 | 431967 | +51473 | +13.53% |
| 13 | Franklin Resources Inc | $32574698 | 360659 | +19271 | +5.64% |
| 14 | Principal Financial Group Inc | $28772790 | 318565 | +14516 | +4.77% |
| 15 | Royal Bank Of Canada | $19171000 | 212264 | -86743 | -29.01% |
| 16 | Invesco Ltd. | $17891941 | 198095 | +198095 | NEW BUY |
| 17 | Wells Fargo & Company/Mn | $17199145 | 190425 | +50318 | +35.91% |
| 18 | Citigroup Inc | $5573467 | 61708 | -17969 | -22.55% |
| 19 | Barclays Plc | $3291532 | 36443 | -13679 | -27.29% |
| 20 | Fifth Third Bancorp | $2093021 | 23173 | -2027 | -8.04% |
| 21 | Prudential Financial Inc | $2022265 | 22390 | -19685 | -46.79% |
| 22 | M&T Bank Corp | $1927895 | 21344 | -8863 | -29.34% |
| 23 | Stifel Financial Corp | $1858159 | 20573 | +20573 | NEW BUY |
| 24 | Allstate Corp | $1473480 | 16314 | +16314 | NEW BUY |
| 25 | Bank Of Montreal /Can/ | $1366993 | 15135 | +927 | +6.52% |
| 26 | Us Bancorp \De\ | $1366632 | 15131 | -2642 | -14.87% |
| 27 | Pnc Financial Services Group, Inc. | $1310813 | 14513 | +1387 | +10.57% |
| 28 | Hancock Whitney Corp | $1263035 | 13984 | -52 | -0.37% |
| 29 | Pinnacle Financial Partners, Inc. | $899948 | 9964 | +9964 | NEW BUY |
| 30 | Federated Hermes, Inc. | $589519 | 6527 | +6527 | NEW BUY |
| 31 | Nicolet Bankshares Inc | $580579 | 6012 | -688 | -10.27% |
| 32 | Blackstone Inc. | $539572 | 5974 | +5974 | NEW BUY |
| 33 | Zions Bancorporation, National Association /Ut/ | $512024 | 5669 | +5669 | NEW BUY |
| 34 | Citizens Financial Group Inc/Ri | $398131 | 4408 | -63 | -1.41% |
| 35 | First Horizon Corp | $16528 | 183 | +183 | NEW BUY |
| 36 | City Holding Co | $11288 | 125 | — | Held |
| 37 | Amalgamated Financial Corp. | $3812 | 56529 | +56529 | NEW BUY |
| 38 | Southstate Bank Corp | $633 | 7 | +7 | NEW BUY |
| 39 | Atlantic Union Bankshares Corp | $181 | 2 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.