HEALTHEQUITY, INC. (HQY) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 502
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | HARBOR INVESTMENT ADVISORY#401 · 836 sh | 836 | $75.5K | — | New |
| 402 | Leonteq Securities AG#402 · 740 sh | 740 | $66.8K | <0.01% | +93.7% |
| 403 | Employees Retirement System of Texas#403 · 727 sh | 727 | $66.0K | <0.01% | New |
| 404 | Parkside Financial Bank#404 · 654 sh | 654 | $59.1K | <0.01% | +152.5% |
| 405 | IFP Advisors#405 · 614 sh | 614 | $55.5K | — | +387.3% |
| 406 | True Wealth Design#406 · 558 sh | 558 | $50.4K | — | +131.5% |
| 407 | Optiver Holding B.V.#407 · 554 sh | 554 | $50.0K | 0.00% | +35.1% |
| 408 | Sellwood Investment Partners#408 · 550 sh | 550 | $49.7K | 0.02% | 0.0% |
| 409 | DekaBank Deutsche Girozentrale#409 · 549 sh | 549 | $45.0K | <0.01% | 0.0% |
| 410 | Pinnacle Wealth Planning Services#410 · 464 sh | 464 | $41.9K | <0.01% | 0.0% |
| 411 | WPG Advisers#411 · 443 sh | 443 | $40.0K | 0.02% | +16.9% |
| 412 | Kemnay Advisory Services#412 · 437 sh | 437 | $39.5K | <0.01% | -12.1% |
| 413 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#413 · 430 sh | 430 | $38.8K | <0.01% | -99.4% |
| 414 | Smartleaf Asset Management#414 · 430 sh | 430 | $37.8K | <0.01% | 0.0% |
| 415 | Larson Financial Group#415 · 405 sh | 405 | $36.6K | <0.01% | +43.1% |
| 416 | Axiom Investment Management#416 · 396 sh | 396 | $35.8K | 0.02% | 0.0% |
| 417 | BI Asset Management Fondsmaeglerselskab A/S#417 · 388 sh | 388 | $35.0K | — | New |
| 418 | Silvant Capital Management#418 · 385 sh | 385 | $34.8K | <0.01% | New |
| 419 | Clearstead Advisors#419 · 381 sh | 381 | $34.4K | <0.01% | +444.3% |
| 420 | Acumen Wealth Advisors#420 · 374 sh | 374 | $33.8K | <0.01% | +16.5% |
| 421 | SBI Securities , Ltd.#421 · 328 sh | 328 | $29.6K | — | -43.3% |
| 422 | MassMutual Private Wealth & , FSB#422 · 322 sh | 322 | $29.1K | — | +43.8% |
| 423 | CoreCap Advisors#423 · 316 sh | 316 | $28.5K | — | +38.6% |
| 424 | HUNTINGTON NATIONAL BANK#424 · 302 sh | 302 | $27.3K | <0.01% | -65.2% |
| 425 | Wilmington Savings Fund Society, FSB#425 · 300 sh | 300 | $27.1K | — | 0.0% |
| 426 | Versant Capital Management#426 · 292 sh | 292 | $26.4K | — | -35.5% |
| 427 | WHITTIER OF NEVADA#427 · 252 sh | 252 | $24.4K | <0.01% | +18.3% |
| 428 | FLPUTNAM INVESTMENT MANAGEMENT#428 · 267 sh | 267 | $24.1K | <0.01% | New |
| 429 | PRIVATE NA#429 · 236 sh | 236 | $21.3K | — | +19.2% |
| 430 | Essential Partners#430 · 224 sh | 224 | $20.2K | — | -38.6% |
| 431 | SJS Investment Consulting#431 · 223 sh | 223 | $20.1K | — | +431.0% |
| 432 | Mirae Asset Global Investments , Ltd.#432 · 223 sh | 223 | $20.1K | 0.00% | +0.9% |
| 433 | Rossby Financial, LCC#433 · 214 sh | 214 | $19.3K | <0.01% | +13.2% |
| 434 | Basecamp Wealth Advisors#434 · 211 sh | 211 | $19.1K | <0.01% | +52.9% |
| 435 | FIRST HORIZON NATIONAL#435 · 183 sh | 183 | $16.5K | — | -5.7% |
| 436 | MATHER GROUP#436 · 180 sh | 180 | $16.3K | — | 0.0% |
| 437 | Asset Dedication#437 · 171 sh | 171 | $15.4K | <0.01% | 0.0% |
| 438 | Salomon & Ludwin#438 · 157 sh | 157 | $14.5K | <0.01% | New |
| 439 | HARBOR CAPITAL ADVISORS#439 · 128 sh | 128 | $12.0K | — | -2.3% |
| 440 | Covestor Ltd#440 · 129 sh | 129 | $12.0K | <0.01% | +13.2% |
| 441 | CITY HOLDING#441 · 125 sh | 125 | $11.3K | — | 0.0% |
| 442 | VISION FINANCIAL MARKETS#442 · 115 sh | 115 | $10.6K | — | 0.0% |
| 443 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#443 · 94 sh | 94 | $8.5K | 0.00% | -84.6% |
| 444 | CVA Family Office#444 · 90 sh | 90 | $8.1K | <0.01% | +18.4% |
| 445 | Accent Capital Management#445 · 80 sh | 80 | $7.2K | <0.01% | New |
| 446 | Cedar Mountain Advisors#446 · 75 sh | 75 | $6.8K | — | 0.0% |
| 447 | FARMERS & MERCHANTS INVESTMENTS#447 · 74 sh | 74 | $6.7K | — | 0.0% |
| 448 | Continuum Advisory#448 · 73 sh | 73 | $6.6K | <0.01% | New |
| 449 | Wealth Enhancement Services#449 · 69 sh | 69 | $6.2K | — | New |
| 450 | JFS WEALTH ADVISORS#450 · 67 sh | 67 | $6.1K | <0.01% | +4.7% |
| 451 | ACTION POINT FINANCIAL PLANNING#451 · 62 sh | 62 | $5.3K | <0.01% | New |
| 452 | Greykasell Wealth Strategies#452 · 55 sh | 55 | $5.0K | <0.01% | 0.0% |
| 453 | Ronald Blue#453 · 54 sh | 54 | $4.9K | — | New |
| 454 | Bogart Wealth#454 · 53 sh | 53 | $4.8K | <0.01% | 0.0% |
| 455 | Sachetta#455 · 52 sh | 52 | $4.7K | <0.01% | +2.0% |
| 456 | Cornerstone Financial Management#456 · 50 sh | 50 | $4.5K | <0.01% | -12.3% |
| 457 | CENTRAL#457 · 49 sh | 49 | $4.4K | <0.01% | -37.2% |
| 458 | Bell Investment Advisors#458 · 47 sh | 47 | $4.2K | <0.01% | -11.3% |
| 459 | Fortitude Family Office#459 · 47 sh | 47 | $4.2K | — | +42.4% |
| 460 | High Note Wealth#460 · 41 sh | 41 | $3.7K | <0.01% | +78.3% |
| 461 | Clearstead#461 · 38 sh | 38 | $3.4K | <0.01% | -20.8% |
| 462 | Silver Grove Financial Group#462 · 32 sh | 32 | $2.9K | <0.01% | New |
| 463 | BAYBAN#463 · 29 sh | 29 | $2.6K | <0.01% | 0.0% |
| 464 | Marquette Asset Management#464 · 24 sh | 24 | $2.2K | — | 0.0% |
| 465 | Manchester Capital Management#465 · 23 sh | 23 | $2.1K | — | 0.0% |
| 466 | Private Wealth Management Group#466 · 22 sh | 22 | $2.0K | — | New |
| 467 | Torren Management#467 · 21 sh | 21 | $1.9K | <0.01% | 0.0% |
| 468 | BROWN, LISLE/CUMMINGS#468 · 19 sh | 19 | $1.7K | — | -13.6% |
| 469 | Kingdom Financial Group#469 · 18 sh | 18 | $1.6K | <0.01% | 0.0% |
| 470 | Creative Capital Management Investments#470 · 17 sh | 17 | $1.5K | <0.01% | New |
| 471 | Rialto Wealth Management#471 · 16 sh | 16 | $1.4K | <0.01% | +166.7% |
| 472 | BROWN BROTHERS HARRIMAN#472 · 16 sh | 16 | $1.4K | 0.00% | New |
| 473 | DiNuzzo Private Wealth#473 · 13 sh | 13 | $1.2K | — | +8.3% |
| 474 | Bay Harbor Wealth Management#474 · 13 sh | 13 | $1.2K | <0.01% | 0.0% |
| 475 | SHP Wealth Management#475 · 12 sh | 12 | $1.1K | <0.01% | 0.0% |
| 476 | JPL Wealth Management#476 · 12 sh | 12 | $1.1K | <0.01% | New |
| 477 | TFC Financial Management#477 · 11 sh | 11 | $994.00 | — | 0.0% |
| 478 | Dunhill Financial#478 · 11 sh | 11 | $993.00 | <0.01% | -8.3% |
| 479 | Abound Wealth Management#479 · 10 sh | 10 | $904.00 | — | 0.0% |
| 480 | Quarry#480 · 9 sh | 9 | $813.00 | <0.01% | -62.5% |
| 481 | HFM Investment Advisors#481 · 9 sh | 9 | $813.00 | <0.01% | +125.0% |
| 482 | SouthState Bank#482 · 7 sh | 7 | $633.00 | 0.00% | 0.0% |
| 483 | Financial Management Professionals#483 · 7 sh | 7 | $632.00 | — | 0.0% |
| 484 | TD PRIVATE CLIENT WEALTH#484 · 4 sh | 4 | $361.00 | 0.00% | 0.0% |
| 485 | Golden State Wealth Management#485 · 4 sh | 4 | $361.00 | 0.00% | -83.3% |
| 486 | Activest Wealth Management#486 · 4 sh | 4 | $361.00 | — | New |
| 487 | LRI Investments#487 · 4 sh | 4 | $361.00 | 0.00% | New |
| 488 | Investors Portfolio Services#488 · 4 sh | 4 | $361.00 | <0.01% | 0.0% |
| 489 | Quaker Wealth Management#489 · 3 sh | 3 | $271.00 | — | 0.0% |
| 490 | DecisionPoint Financial#490 · 2 sh | 2 | $185.00 | 0.00% | New |
| 491 | Cassaday & Wealth Management#491 · 2 sh | 2 | $181.00 | 0.00% | 0.0% |
| 492 | Principia Wealth Advisory#492 · 2 sh | 2 | $181.00 | <0.01% | -33.3% |
| 493 | Hughes Financial Services#493 · 2 sh | 2 | $181.00 | 0.00% | -33.3% |
| 494 | Union Bankshares#494 · 2 sh | 2 | $181.00 | 0.00% | 0.0% |
| 495 | GHP Investment Advisors#495 · 1 sh | 1 | $91.00 | — | 0.0% |
| 496 | MARYLAND CAPITAL ADVISORS#496 · 1 sh | 1 | $91.00 | — | — |
| 497 | RAFFA WEALTH MANAGEMENT#497 · 1 sh | 1 | $90.00 | 0.00% | New |
| 498 | EVOLUTION WEALTH MANAGEMENT#498 · 1 sh | 1 | $90.00 | <0.01% | 0.0% |
| 499 | James T. Borello RIA#499 · 1 sh | 1 | $90.00 | — | 0.0% |
| 500 | Avion Wealth#500 · 7 sh | 7 | $0.00 | 0.00% | 0.0% |
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.