HEALTHEQUITY, INC. (HQY) — Institutional Holders, Q2 2026 (page 2)

502 institutional investment managers reported a HQY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

HQY 13F holders ranked 101–200 of 502

Institutional investors reporting a position in HEALTHEQUITY, INC. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
VOYA INVESTMENT MANAGEMENT#101 · 94,631 sh$8.5M-1.6%
BEACON INVESTMENT ADVISORY SERVICES#102 · 94,237 sh$8.5M+63.4%
Motley Fool Asset Management#103 · 93,043 sh$8.4M-5.6%
MUTUAL OF AMERICA CAPITAL MANAGEMENT#104 · 92,647 sh$8.4M-2.2%
Amundi#105 · 90,327 sh$8.2M+33.6%
VICTORY CAPITAL MANAGEMENT#106 · 89,467 sh$8.1M+33.9%
Portolan Capital Management#107 · 89,274 sh$8.1M-12.2%
MetLife Investment Management#108 · 88,645 sh$8.0M+2.5%
Summit Creek Advisors#109 · 84,157 sh$7.6M-47.8%
EverSource Wealth Advisors#110 · 83,393 sh$7.5M+5916.8%
MARSHALL WACE, LLP#111 · 83,056 sh$7.5M+163.4%
VANGUARD ASSET MANAGEMENT, Ltd#112 · 81,944 sh$7.4M+5.8%
MANUFACTURERS LIFE INSURANCE COMPANY, THE#113 · 80,893 sh$7.3M-0.3%
KING LUTHER CAPITAL MANAGEMENT#114 · 80,674 sh$7.3M-12.1%
NORDEA INVESTMENT MANAGEMENT AB#115 · 81,684 sh$7.2M+42.2%
Creative Planning#116 · 79,363 sh$7.2M+21.9%
NEW YORK STATE TEACHERS RETIREMENT SYSTEM#117 · 78,409 sh$7.1M-6.5%
ADAGE CAPITAL PARTNERS GP, L.L.C.#118 · 76,000 sh$6.9M-21.6%
KORNITZER CAPITAL MANAGEMENT#119 · 75,326 sh$6.8M0.0%
Moran Wealth Management#120 · 74,194 sh$6.7MNew
Waverly Advisors#121 · 73,569 sh$6.6M+20.5%
Sumitomo Mitsui DS Asset Management Company, Ltd#122 · 72,502 sh$6.5M+55.2%
BEACON INVESTMENT ADVISORS#123 · 71,799 sh$6.5M+48.4%
Man Group plc#124 · 67,560 sh$6.1M-84.0%
MIRAE ASSET GLOBAL ETFS Ltd.#125 · 67,512 sh$6.1M-4.4%
INSPIRION WEALTH ADVISORS#126 · 65,000 sh$6.0M0.0%
Hilton Capital Management#127 · 64,850 sh$5.9M+22.5%
THOMPSON INVESTMENT MANAGEMENT#128 · 64,547 sh$5.8M+0.9%
CITIGROUP#129 · 61,708 sh$5.6M-75.6%
Madison Asset Management#130 · 60,491 sh$5.5M+0.1%
Future Fund#131 · 60,154 sh$5.4M+18.9%
VIRGINIA RETIREMENT SYSTEMS ET Al#132 · 58,000 sh$5.2M+442.1%
Elk River Wealth Management#133 · 57,389 sh$5.2M-8.3%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#134 · 54,531 sh$4.9M+114.0%
AlphaCore Capital#135 · 53,246 sh$4.8MNew
Pier Capital#136 · 53,230 sh$4.8MNew
BRIDGER MANAGEMENT#137 · 51,616 sh$4.7MNew
1492 Capital Management#138 · 51,501 sh$4.7M-7.7%
WINTON GROUP Ltd#139 · 51,336 sh$4.6MNew
XTX Topco Ltd#140 · 49,328 sh$4.5M+676.3%
GREAT WEST LIFE ASSURANCE#141 · 49,079 sh$4.4M+2.6%
Quantinno Capital Management#142 · 48,587 sh$4.4M+10.0%
HighTower Advisors#143 · 47,414 sh$4.3M-2.9%
Montanaro Asset Management Ltd#144 · 47,400 sh$4.3M-6.7%
Physician Wealth Advisors#145 · 47,045 sh$4.2M0.0%
BNP Paribas Asset Management Holding S.A.#146 · 45,813 sh$4.1M+1.4%
Atria Investments#147 · 45,425 sh$4.1M+20.8%
CAPTRUST FINANCIAL ADVISORS#148 · 45,312 sh$4.1M+49.6%
FIRST ADVISORS#149 · 43,609 sh$3.9M+14.5%
BNP PARIBAS FINANCIAL MARKETS#150 · 43,383 sh$3.9M-28.6%
HSBC PLC#151 · 43,615 sh$3.9M+54.8%
Cerity Partners#152 · 42,335 sh$3.8M+57.5%
Toroso Investments#153 · 42,235 sh$3.8M+10.4%
EFG International AG#154 · 41,028 sh$3.7M-1.9%
LEUTHOLD GROUP#155 · 41,018 sh$3.7MNew
Ameritas Investment Partners#156 · 40,504 sh$3.7M+12.0%
RE ADVISERS#157 · 40,200 sh$3.6M0.0%
Covea Finance#158 · 39,200 sh$3.5M0.0%
Apollon Wealth Management#159 · 38,780 sh$3.5MNew
Cambridge Investment Research Advisors#160 · 38,298 sh$3.5M+18.7%
Oxbow Advisors#161 · 37,990 sh$3.4M+0.9%
Faithward Advisors#162 · 37,045 sh$3.3MNew
LOS ANGELES CAPITAL MANAGEMENT#163 · 36,846 sh$3.3M+2020.0%
Pathstone#164 · 36,497 sh$3.3M+33.1%
NATIXIS ADVISORS#165 · 36,492 sh$3.3M+10.7%
BARCLAYS PLC#166 · 36,443 sh$3.3M-27.3%
Handelsbanken Fonder AB#167 · 36,316 sh$3.3M+20.2%
Entropy Technologies#168 · 36,184 sh$3.3M+423.6%
AMALGAMATED BANK#169 · 35,876 sh$3.2M-2.9%
State of Tennessee, Treasury Department#170 · 35,571 sh$3.2M+24.2%
ADVISORY RESEARCH#171 · 35,026 sh$3.2M-4.8%
STRS OHIO#172 · 35,000 sh$3.2M+5.4%
FORMULA GROWTH LTD#173 · 34,417 sh$3.1M-0.4%
Vanguard Global Advisers#174 · 32,966 sh$3.0M-5.5%
Aureus Asset Management#175 · 31,670 sh$2.9M0.0%
IEQ CAPITAL#176 · 31,528 sh$2.8M+364.3%
Cetera Investment Advisers#177 · 30,526 sh$2.8M+16.3%
Zurcher Kantonalbank (Zurich Cantonalbank)#178 · 30,496 sh$2.8M+4.4%
Maridea Wealth Management#179 · 30,479 sh$2.8M+4.1%
KLP KAPITALFORVALTNING AS#180 · 30,300 sh$2.7M+5.2%
Corient Private Wealth#181 · 29,789 sh$2.7M+8.6%
Universal- Beteiligungs- und Servicegesellschaft mbH#182 · 29,788 sh$2.7M+4.7%
MERCER GLOBAL ADVISORS#183 · 28,886 sh$2.6M+219.0%
Steward Partners Investment Advisory#184 · 28,761 sh$2.6M+199.7%
One Capital Management#185 · 29,923 sh$2.5M0.0%
Paralel Advisors#186 · 27,661 sh$2.5MNew
State of New Jersey Common Pension Fund D#187 · 26,565 sh$2.4M-6.8%
Baird Financial Group#188 · 26,198 sh$2.4M-5.0%
WEALTH ENHANCEMENT ADVISORY SERVICES#189 · 33,843 sh$2.3M+80.6%
PRIMORIS WEALTH ADVISORS#190 · 25,500 sh$2.3MNew
INTECH INVESTMENT MANAGEMENT#191 · 25,356 sh$2.3M-49.2%
Chesley Taft & Associates#192 · 25,255 sh$2.3M-9.2%
Police & Firemen's Retirement System of New Jersey#193 · 25,032 sh$2.3M+9.9%
Louisiana State Employees Retirement System#194 · 24,700 sh$2.2M-0.4%
Expect Equity#195 · 24,200 sh$2.2M+55.7%
YOUSIF CAPITAL MANAGEMENT#196 · 24,127 sh$2.2M-6.2%
Arizona State Retirement System#197 · 23,310 sh$2.1M-0.7%
FIFTH THIRD BANCORP#198 · 23,173 sh$2.1M-8.0%
Cache Advisors#199 · 23,000 sh$2.1MNew
MOODY ALDRICH PARTNERS#200 · 22,590 sh$2.0M-25.9%

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.