Filing Research | HQY - HEALTHEQUITY INC Institutional Holdings

Snapshot holdings

50 / 99 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	8.0MSH	$719.0M
2	DAVENPORT & Co LLC	Shares	1.1MSH	$98.2M
3	Swedbank AB	Shares	851.4KSH	$76.9M
4	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	132.7KSH	$12.0M
5	TECTONIC ADVISORS LLC	Shares	100.3KSH	$9.1M
6	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	94.2KSH	$8.5M
7	EverSource Wealth Advisors, LLC	Shares	83.4KSH	$7.5M
8	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	72.5KSH	$6.5M
9	INSPIRION WEALTH ADVISORS, LLC	Shares	65.0KSH	$6.0M
10	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	64.5KSH	$5.8M
11	Physician Wealth Advisors, Inc.	Shares	47.0KSH	$4.2M
12	Covea Finance	Shares	39.2KSH	$3.5M
13	Apollon Wealth Management, LLC	Shares	38.8KSH	$3.5M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	33.8KSH	$2.3M
15	Chesley Taft & Associates LLC	Shares	25.3KSH	$2.3M
16	Police & Firemen's Retirement System of New Jersey	Shares	25.0KSH	$2.3M
17	Louisiana State Employees Retirement System	Shares	24.7KSH	$2.2M
18	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	24.1KSH	$2.2M
19	Cache Advisors, LLC	Shares	23.0KSH	$2.1M
20	MOODY ALDRICH PARTNERS LLC	Shares	22.6KSH	$2.0M
21	Assenagon Asset Management S.A.	Shares	21.2KSH	$1.9M
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	20.2KSH	$1.8M
23	First American Bank	Shares	19.8KSH	$1.8M
24	Gradient Investments LLC	Shares	18.4KSH	$1.7M
25	Y-Intercept (Hong Kong) Ltd	Shares	15.6KSH	$1.4M
26	MILESTONE ASSET MANAGEMENT, LLC	Shares	14.8KSH	$1.3M
27	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	14.7KSH	$1.3M
28	BENJAMIN EDWARDS INC	Shares	14.2KSH	$1.3M
29	NorthCrest Asset Manangement, LLC	Shares	9.1KSH	$858.2K
30	Prospera Financial Services Inc	Shares	8.7KSH	$789.2K
31	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	8.6KSH	$779.5K
32	SHEETS SMITH WEALTH MANAGEMENT	Shares	8.3KSH	$748.9K
33	Radnor Capital Management, LLC	Shares	8.7KSH	$740.3K
34	FULTON BANK, N.A.	Shares	8.1KSH	$732.9K
35	Steadtrust LLC	Shares	7.5KSH	$679.2K
36	Merit Financial Group, LLC	Shares	7.3KSH	$663.9K
37	BTC Capital Management, Inc.	Shares	7.0KSH	$638.7K
38	SECURIAN ASSET MANAGEMENT, INC	Shares	6.3KSH	$612.0K
39	Abel Hall, LLC	Shares	6.5KSH	$586.1K
40	Sivia Capital Partners, LLC	Shares	6.0KSH	$538.7K
41	Crossmark Global Holdings, Inc.	Shares	6.0KSH	$538.3K
42	Curated Wealth Partners LLC	Shares	319.1KSH	$487.1K
43	SUMMITRY LLC	Shares	5.2KSH	$466.0K
44	JUNCTURE WEALTH STRATEGIES, LLC	Shares	4.1KSH	$367.2K
45	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	4.1KSH	$366.1K
46	Avanza Fonder AB	Shares	3.5KSH	$313.3K
47	Sowell Financial Services LLC	Shares	3.5KSH	$312.7K
48	GREENLEAF TRUST	Shares	3.4KSH	$302.8K
49	Hennion & Walsh Asset Management, Inc.	Shares	3.3KSH	$298.4K
50	MeadowBrook Investment Advisors LLC	Shares	3.0KSH	$274.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 108 loaded

#		Instrument
1	WASATCH ADVISORS LP added	Shares	+757.8K	+$117.1M	$719.0M
2	Swedbank AB added	Shares	+145.1K	+$17.9M	$76.9M
3	DAVENPORT & Co LLC added	Shares	+71.8K	+$13.3M	$98.2M
4	BEACON INVESTMENT ADVISORY SERVICES, INC. added	Shares	+36.6K	+$3.7M	$8.5M
5	Apollon Wealth Management, LLC new	Shares	+38.8K	+$3.5M	$3.5M
6	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+25.8K	+$2.6M	$6.5M
7	TECTONIC ADVISORS LLC added	Shares	+17.5K	+$2.1M	$9.1M
8	Cache Advisors, LLC new	Shares	+23.0K	+$2.1M	$2.1M
9	EverSource Wealth Advisors, LLC added	Shares	+17.5K	+$2.0M	$7.5M
10	Assenagon Asset Management S.A. new	Shares	+21.2K	+$1.9M	$1.9M
11	PEREGRINE CAPITAL MANAGEMENT LLC added	Shares	+6.5K	+$1.4M	$12.0M
12	Y-Intercept (Hong Kong) Ltd new	Shares	+15.6K	+$1.4M	$1.4M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+15.1K	+$1.3M	$2.3M
14	INSPIRION WEALTH ADVISORS, LLC unchanged	Shares	0	+$566.8K	$6.0M
15	Sivia Capital Partners, LLC new	Shares	+6.0K	+$538.7K	$538.7K
16	THOMPSON INVESTMENT MANAGEMENT, INC. added	Shares	+566	+$483.0K	$5.8M
17	First American Bank added	Shares	+3.8K	+$447.4K	$1.8M
18	Merit Financial Group, LLC added	Shares	+4.5K	+$426.6K	$663.9K
19	JUNCTURE WEALTH STRATEGIES, LLC new	Shares	+4.1K	+$367.2K	$367.2K
20	Police & Firemen's Retirement System of New Jersey added	Shares	+2.3K	+$357.8K	$2.3M
21	Physician Wealth Advisors, Inc. trimmed	Shares	-4	+$317.2K	$4.2M
22	NorthCrest Asset Manangement, LLC added	Shares	+2.3K	+$283.9K	$858.2K
23	Covea Finance unchanged	Shares	0	+$264.6K	$3.5M
24	WASHINGTON CAPITAL MANAGEMENT, INC added	Shares	+2.3K	+$248.8K	$779.5K
25	Grant Private Wealth Management Inc new	Shares	+2.3K	+$205.6K	$205.6K
26	FULTON BANK, N.A. added	Shares	+1.6K	+$187.5K	$732.9K
27	Louisiana State Employees Retirement System trimmed	Shares	-100	+$158.4K	$2.2M
28	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+1.6K	+$148.4K	$148.4K
29	Curated Wealth Partners LLC added	Shares	+315.0K	+$143.4K	$487.1K
30	Abel Hall, LLC added	Shares	+795	+$110.2K	$586.1K
31	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+1.1K	+$104.1K	$150.2K
32	BENJAMIN EDWARDS INC added	Shares	+87	+$103.4K	$1.3M
33	SUMMITRY LLC added	Shares	+788	+$100.7K	$466.0K
34	Sowell Financial Services LLC added	Shares	+884	+$97.2K	$312.7K
35	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI trimmed	Shares	-52	+$95.1K	$1.3M
36	Steadtrust LLC added	Shares	+500	+$92.5K	$679.2K
37	MILESTONE ASSET MANAGEMENT, LLC trimmed	Shares	-118	+$90.1K	$1.3M
38	Gradient Investments LLC trimmed	Shares	-414	+$89.3K	$1.7M
39	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$88.3K	$612.0K
40	Farther Finance Advisors, LLC added	Shares	+838	+$78.5K	$113.7K
41	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+836	+$75.5K	$75.5K
42	BTC Capital Management, Inc. added	Shares	+44	+$61.5K	$638.7K
43	Prospera Financial Services Inc trimmed	Shares	-24	+$57.0K	$789.2K
44	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+258	+$48.9K	$366.1K
45	Crossmark Global Holdings, Inc. added	Shares	+58	+$45.1K	$538.3K
46	IFP Advisors, Inc added	Shares	+488	+$44.9K	$55.5K
47	Radnor Capital Management, LLC trimmed	Shares	-150	+$42.8K	$740.3K
48	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.2K	+$37.7K	$1.8M
49	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-233	+$36.5K	$748.9K
50	True Wealth Design, LLC added	Shares	+317	+$30.3K	$50.4K

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