Institutional Ownership
Healthequity Inc
CUSIP 42226A107COMHQYQ1 2026
13D / 13G Filings
23
Schedule 13D/13G on record
Beneficial Filers
6
Distinct reporting persons
Largest Stake
12.6%
Max % of class reported
Institutional Holders
474
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
23 filings · latest Nov 5, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 5, 2025 | Fmr LLC | 13G/A | 4.1% | 3.49M | SEC |
| 2 | Feb 13, 2024 | Vanguard Group Inc | 13G/A | 10.1% | 8.62M | SEC |
| 3 | Feb 9, 2024 | Wasatch Advisors LP | 13G/A | 8.0% | — | SEC |
| 4 | Feb 9, 2024 | Fmr LLC | 13G/A | 6.1% | — | SEC |
| 5 | Jan 23, 2024 | Blackrock Inc. | 13G/A | 12.3% | 10.59M | SEC |
| 6 | Dec 8, 2023 | Vanguard Group Inc | 13G/A | 10.1% | 8.60M | SEC |
| 7 | Feb 9, 2023 | Vanguard Group Inc | 13G/A | 9.8% | 8.32M | SEC |
| 8 | Feb 9, 2023 | Fmr LLC | 13G | 5.1% | — | SEC |
| 9 | Feb 8, 2023 | Wasatch Advisors Inc | 13G/A | 6.8% | — | SEC |
| 10 | Feb 1, 2023 | Blackrock Inc. | 13G/A | 12.3% | 10.42M | SEC |
13 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Healthequity Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 10.53M | $880.19M |
| 2 | Wasatch Advisors LP | 7.20M | $601.95M |
| 3 | State Street Corp | 3.10M | $259.06M |
| 4 | Morgan Stanley | 2.49M | $207.75M |
| 5 | Geode Capital Management, LLC | 2.26M | $188.87M |
| 6 | Aqr Capital Management LLC | 2.09M | $172.59M |
| 7 | William Blair Investment Management, LLC | 1.66M | $138.69M |
| 8 | Dimensional Fund Advisors LP | 1.63M | $135.96M |
| 9 | Brown Advisory Inc | 1.41M | $118.07M |
| 10 | Clearbridge Investments, LLC | 1.31M | $109.47M |