HQY Institutional Ownership
Who owns Healthequity, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 501 funds reported holding HQY at Jun 30, 2026, together owning 108.5% of the company.
- ▲280 buying vs 213 selling
- ▲Held by funds +4.2 pts
- ▲Funds holding +10
- ●Superinvestors: 1 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 501 | 491 | +2.0% |
| In funds' top 10 | 10 | 8 | +25.0% |
| 13F shares | 89.8M | 86.3M | +4.0% |
| Held by funds | 108.5% | 104.3% | +4.2 pts |
| New positions | 73 | 70 | +4.3% |
| Increased | 207 | 180 | +15.0% |
| Reduced | 156 | 181 | −13.8% |
| Sold out | 57 | 97 | −41.2% |
| Calls (shares) | 1,900 | 10K | −81.2% |
| Puts (shares) | 1,800 | 0 | – |
| Put/call ratio | 0.95 | 0.00 | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in HQY
All superinvestors →
Who owns HQY
share of fund held shares- Index and passive funds33.2%
- Active managers and hedge funds50.0%
- Banks and brokers14.4%
- Pensions, insurers and other2.4%
The top 10 holders own 47.6% of all HQY shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
136 funds changed their position- Wasatch Advisors LPTrimmed−949K sh
- Swedbank ABAdded+552K sh
- DAVENPORT & Co LLCTrimmed−124K sh
- Channing Capital Management, LLCNew+92K sh
- Achmea Investment Management B.V.New+65K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 13.63% | 11.3M | $1B | +746K |
| 2 | Wasatch Advisors LP | 9.62% | 8M | $719M | +758K |
| 3 | Morgan Stanley | 5.50% | 4.5M | $411M | +2.1M |
| 4 | Vanguard Portfolio Management LLC | 4.91% | 4.1M | $366M | −106K |
| 5 | Vanguard Capital Management LLC | 4.40% | 3.6M | $329M | −183K |
| 6 | State Street Corp | 3.92% | 3.2M | $293M | +141K |
| 7 | Geode Capital Management, LLC | 2.87% | 2.4M | $214M | +115K |
| 8 | AQR Capital Management LLC | 2.42% | 2M | $176M | −93K |
| 9 | Dimensional Fund Advisors LP | 2.26% | 1.9M | $169M | +242K |
| 10 | William Blair Investment Management, LLC | 2.14% | 1.8M | $160M | +114K |
- Morgan Stanley+2.1M sh+$186M
- Arrowstreet Capital, Limited Partnership+963K sh+$87M
- Wasatch Advisors LP+758K sh+$68.4M
- BlackRock, Inc.+746K sh+$67.3M
- Norges Bank+534K sh+$48.2M
- Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.+457K sh+$41.3M
- Citadel Advisors LLC+414K sh+$37.4M
- Fmr LLC+403K sh+$36.4M
- Mackenzie Financial Corp−1.3M sh−$107M
- Balyasny Asset Management L.P.−835K sh−$69.8M
- Millennium Management LLC−559K sh−$50.5M
- Ameriprise Financial Inc−512K sh−$46.3M
- Man Group plc−356K sh−$32.1M
- UBS Group AG−351K sh−$31.7M
- Bessemer Group Inc−280K sh−$25.3M
- Invesco Ltd.−255K sh−$23M
HQY institutional ownership FAQ
Who owns the most HQY stock?
In Q2 2026 13F filings the largest holder of HQY was BlackRock, Inc., followed by Wasatch Advisors LP and Morgan Stanley. Index fund managers are usually the biggest holders of large companies.
What percentage of HQY is owned by institutions?
Funds that file 13F reports held 108.5% of HQY's shares at Jun 30, 2026, compared with 104.3% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying HQY?
In Q2 2026, 280 funds bought HQY (73 of them new positions) and 213 sold (57 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for HQY is bullish.
What is HQY's institutional put/call ratio?
Funds reported $163K of HQY puts against $172K of calls, a put/call ratio of 0.95 (0.00 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this HQY ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.