HEALTHEQUITY, INC. (HQY) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 502
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Sepio Capital#301 · 6,606 sh | 6,606 | $596.7K | — | New |
| 302 | LEVEL FOUR ADVISORY SERVICES#302 · 6,556 sh | 6,556 | $592.1K | 0.02% | +10.9% |
| 303 | FEDERATED HERMES#303 · 6,527 sh | 6,527 | $589.5K | <0.01% | -21.9% |
| 304 | Mount Yale Investment Advisors#304 · 6,525 sh | 6,525 | $589.3K | 0.01% | +11.8% |
| 305 | Abel Hall#305 · 6,489 sh | 6,489 | $586.1K | — | +14.0% |
| 306 | NICOLET BANKSHARES#306 · 6,012 sh | 6,012 | $580.6K | 0.02% | -10.3% |
| 307 | Janney Montgomery Scott#307 · 6,300 sh | 6,300 | $569.0K | <0.01% | -16.8% |
| 308 | Federation des caisses Desjardins du Quebec#308 · 6,022 sh | 6,022 | $543.9K | <0.01% | +19.1% |
| 309 | Blackstone#309 · 5,974 sh | 5,974 | $539.6K | <0.01% | New |
| 310 | Sivia Capital Partners#310 · 5,964 sh | 5,964 | $538.7K | 0.07% | New |
| 311 | Crossmark Global#311 · 5,960 sh | 5,960 | $538.3K | — | +1.0% |
| 312 | ARISTEIA CAPITAL, L.L.C.#312 · 5,722 sh | 5,722 | $516.8K | <0.01% | New |
| 313 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#313 · 5,669 sh | 5,669 | $512.0K | 0.03% | -48.3% |
| 314 | HANTZ FINANCIAL SERVICES#314 · 5,664 sh | 5,664 | $512.0K | <0.01% | +65.7% |
| 315 | EP Wealth Advisors#315 · 5,649 sh | 5,649 | $510.2K | <0.01% | +8.6% |
| 316 | JANE STREET GROUP#316 · 5,614 sh | 5,614 | $507.1K | 0.00% | -97.1% |
| 317 | BRIGHTON JONES#317 · 5,602 sh | 5,602 | $506.0K | <0.01% | New |
| 318 | Vinva Investment Management Ltd#318 · 3,824 sh | 3,824 | $488.0K | <0.01% | New |
| 319 | Mattson Financial Services#319 · 4,901 sh | 4,901 | $483.7K | 0.10% | +15.4% |
| 320 | CAXTON ASSOCIATES LLP#320 · 5,321 sh | 5,321 | $480.6K | <0.01% | New |
| 321 | Engineers Gate Manager#321 · 5,271 sh | 5,271 | $476.1K | <0.01% | +85.9% |
| 322 | AE Wealth Management#322 · 5,247 sh | 5,247 | $473.9K | <0.01% | +113.4% |
| 323 | SUMMITRY#323 · 5,159 sh | 5,159 | $466.0K | 0.02% | +18.0% |
| 324 | Mutual Advisors#324 · 5,096 sh | 5,096 | $460.3K | <0.01% | +0.8% |
| 325 | Sterling Capital Management#325 · 5,071 sh | 5,071 | $458.0K | — | +822.0% |
| 326 | Keebeck Wealth Management#326 · 5,061 sh | 5,061 | $457.1K | 0.04% | -5.8% |
| 327 | Van Hulzen Asset Management#327 · 5,000 sh | 5,000 | $451.6K | 0.03% | 0.0% |
| 328 | MAI Capital Management#328 · 4,932 sh | 4,932 | $445.5K | <0.01% | +288.7% |
| 329 | iA Global Asset Management#329 · 4,762 sh | 4,762 | $430.0K | <0.01% | +2281.0% |
| 330 | HB Wealth Management#330 · 4,671 sh | 4,671 | $421.9K | — | +70.2% |
| 331 | FIDUCIARY#331 · 4,645 sh | 4,645 | $419.5K | <0.01% | +26.1% |
| 332 | Narus Financial Partners#332 · 4,522 sh | 4,522 | $408.4K | — | -9.5% |
| 333 | CITIZENS FINANCIAL GROUP#333 · 4,408 sh | 4,408 | $398.1K | — | -1.4% |
| 334 | SRS Capital Advisors#334 · 4,376 sh | 4,376 | $395.3K | <0.01% | +866.0% |
| 335 | Iron Gate Global Advisors#335 · 4,358 sh | 4,358 | $393.6K | 0.04% | -19.5% |
| 336 | NISA INVESTMENT ADVISORS#336 · 4,290 sh | 4,290 | $387.5K | — | +16.4% |
| 337 | Fieldview Capital Management#337 · 4,280 sh | 4,280 | $386.6K | 0.11% | -16.0% |
| 338 | Blueshift Asset Management#338 · 4,219 sh | 4,219 | $381.1K | 0.09% | New |
| 339 | State of Wyoming#339 · 4,169 sh | 4,169 | $376.5K | 0.04% | -59.8% |
| 340 | Ares Systematic Credit Ltd#340 · 4,100 sh | 4,100 | $370.3K | 0.22% | New |
| 341 | JUNCTURE WEALTH STRATEGIES#341 · 4,065 sh | 4,065 | $367.2K | — | New |
| 342 | EVERGREEN CAPITAL MANAGEMENT#342 · 4,053 sh | 4,053 | $366.1K | — | +6.8% |
| 343 | CIM INVESTMENT MANAGEMENT#343 · 4,007 sh | 4,007 | $361.9K | 0.09% | +5.0% |
| 344 | O'SHAUGHNESSY ASSET MANAGEMENT#344 · 3,889 sh | 3,889 | $351.3K | <0.01% | +23.9% |
| 345 | Numerai GP#345 · 3,881 sh | 3,881 | $350.5K | 0.03% | -49.3% |
| 346 | Curated Wealth Partners#346 · 3,880 sh | 3,880 | $350.4K | — | -5.7% |
| 347 | DnB Asset Management AS#347 · 3,720 sh | 3,720 | $336.0K | <0.01% | 0.0% |
| 348 | PROFUND ADVISORS#348 · 3,658 sh | 3,658 | $330.4K | <0.01% | +0.4% |
| 349 | NewEdge Wealth#349 · 3,593 sh | 3,593 | $324.5K | <0.01% | New |
| 350 | Avanza Fonder AB#350 · 3,469 sh | 3,469 | $313.3K | — | 0.0% |
| 351 | Sowell Financial Services#351 · 3,462 sh | 3,462 | $312.7K | — | +34.3% |
| 352 | Vise Technologies#352 · 3,412 sh | 3,412 | $308.2K | <0.01% | New |
| 353 | Ethic#353 · 3,409 sh | 3,409 | $307.9K | <0.01% | +37.5% |
| 354 | Vestcor#354 · 3,377 sh | 3,377 | $305.0K | <0.01% | 0.0% |
| 355 | Global Retirement Partners#355 · 3,373 sh | 3,373 | $304.6K | <0.01% | — |
| 356 | GREENLEAF#356 · 3,353 sh | 3,353 | $302.8K | <0.01% | -4.0% |
| 357 | Hennion & Walsh Asset Management#357 · 3,304 sh | 3,304 | $298.4K | — | -1.5% |
| 358 | Orion Porfolio Solutions#358 · 3,285 sh | 3,285 | $296.7K | <0.01% | +14.1% |
| 359 | MML INVESTORS SERVICES#359 · 3,280 sh | 3,280 | $296.3K | <0.01% | +19.7% |
| 360 | Cresset Asset Management#360 · 3,257 sh | 3,257 | $294.2K | <0.01% | +5.0% |
| 361 | Nykredit A/S#361 · 3,211 sh | 3,211 | $290.0K | <0.01% | — |
| 362 | RITHOLTZ WEALTH MANAGEMENT#362 · 3,173 sh | 3,173 | $286.6K | <0.01% | +0.1% |
| 363 | Bull Harbor Capital#363 · 3,089 sh | 3,089 | $279.0K | 0.05% | New |
| 364 | MeadowBrook Investment Advisors#364 · 3,035 sh | 3,035 | $274.1K | 0.22% | 0.0% |
| 365 | Fifth Third Wealth Advisors#365 · 2,893 sh | 2,893 | $261.3K | — | +0.7% |
| 366 | SHELTON CAPITAL MANAGEMENT#366 · 2,766 sh | 2,766 | $249.8K | <0.01% | -4.1% |
| 367 | West Family Investments#367 · 2,708 sh | 2,708 | $244.6K | 0.07% | New |
| 368 | CIBC Asset Management#368 · 2,700 sh | 2,700 | $243.9K | <0.01% | 0.0% |
| 369 | 1620 INVESTMENT ADVISORS#369 · 2,671 sh | 2,671 | $241.2K | 0.15% | -1.3% |
| 370 | Chicago Partners Investment Group#370 · 2,555 sh | 2,555 | $241.0K | — | New |
| 371 | Private Advisory Group#371 · 2,594 sh | 2,594 | $234.3K | 0.01% | -98.0% |
| 372 | Keating Financial Advisory Services#372 · 2,592 sh | 2,592 | $234.1K | 0.03% | -33.1% |
| 373 | NATIXIS#373 · 2,589 sh | 2,589 | $233.8K | <0.01% | New |
| 374 | Holocene Advisors#374 · 2,563 sh | 2,563 | $231.5K | <0.01% | -4.4% |
| 375 | 111 Capital#375 · 2,534 sh | 2,534 | $228.9K | 0.04% | New |
| 376 | Acorn Wealth Advisors#376 · 2,527 sh | 2,527 | $228.2K | — | New |
| 377 | Polar Capital Plc#377 · 2,515 sh | 2,515 | $227.2K | <0.01% | New |
| 378 | Allworth Financial#378 · 2,464 sh | 2,464 | $222.5K | <0.01% | +138.1% |
| 379 | KBC Group NV#379 · 2,411 sh | 2,411 | $218.0K | — | 0.0% |
| 380 | Axxion S.A.#380 · 2,397 sh | 2,397 | $216.5K | — | — |
| 381 | Estate Planners Group#381 · 2,347 sh | 2,347 | $212.0K | 0.10% | New |
| 382 | Focus Partners Advisor Solutions#382 · 2,338 sh | 2,338 | $211.2K | <0.01% | New |
| 383 | BLAIR WILLIAM#383 · 2,315 sh | 2,315 | $209.1K | <0.01% | New |
| 384 | Grant Private Wealth Management#384 · 2,276 sh | 2,276 | $205.6K | — | New |
| 385 | COMMONWEALTH EQUITY SERVICES#385 · 2,259 sh | 2,259 | $204.0K | <0.01% | -22.0% |
| 386 | Vident Advisory#386 · 2,230 sh | 2,230 | $201.4K | <0.01% | -11.0% |
| 387 | Edgestream Partners, L.P.#387 · 2,220 sh | 2,220 | $200.5K | <0.01% | New |
| 388 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#388 · 2,164 sh | 2,164 | $195.5K | <0.01% | New |
| 389 | Mitsubishi UFJ Asset Management , Ltd.#389 · 2,139 sh | 2,139 | $193.2K | <0.01% | -11.5% |
| 390 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#390 · 1,628 sh | 1,628 | $150.2K | <0.01% | +194.4% |
| 391 | BARTLETT & WEALTH MANAGEMENT#391 · 1,643 sh | 1,643 | $148.4K | <0.01% | New |
| 392 | Aviso Financial#392 · 1,588 sh | 1,588 | $143.4K | <0.01% | -1.7% |
| 393 | Daiwa Securities Group#393 · 1,430 sh | 1,430 | $129.2K | <0.01% | -7.7% |
| 394 | Eurizon Capital SGR S.p.A.#394 · 1,368 sh | 1,368 | $120.2K | <0.01% | 0.0% |
| 395 | GAMMA Investing#395 · 1,321 sh | 1,321 | $119.3K | — | +17.1% |
| 396 | Farther Finance Advisors#396 · 1,260 sh | 1,260 | $113.7K | — | +198.6% |
| 397 | SIGNATUREFD#397 · 1,217 sh | 1,217 | $109.9K | — | -6.3% |
| 398 | ASSETMARK#398 · 1,187 sh | 1,187 | $107.2K | — | +31.7% |
| 399 | UMB Bank, n.a.#399 · 1,123 sh | 1,123 | $101.4K | <0.01% | +17.2% |
| 400 | Parallel Advisors#400 · 883 sh | 883 | $79.8K | <0.01% | -32.4% |
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.