13F institutional ownership facts

Institutions tracked

47

Reported value

$152,288,100.00

Reported shares

1,686,095

Latest filing period

Q2 2026

Top institutional holders

  1. Mike Hankin - Brown Advisory INC · $123,975,449 · 0.19%
  2. Cliff Asness - AQR Capital Management · $176,050,345 · 0.06%
  3. Ron Baron - Baron Capital · $67,775,586 · 0.1%
  4. Artisan Partners · $34,692,544 · 0.06%
  5. Lazard Asset Management · $24,900,578 · 0.04%
  6. PSP Investments · $12,730,785 · 0.03%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$HQY

Institutional Holdings

47

Top Institutions

Top Institutions

1

Mike Hankin - Brown Advisory INC

1,372,624 shares

0.19%

% of Portfolio

2

Cliff Asness - AQR Capital Management

1,999,209 shares

0.06%

% of Portfolio

3

Ron Baron - Baron Capital

750,394 shares

0.10%

% of Portfolio

4

Artisan Partners

384,107 shares

0.06%

% of Portfolio

5

Lazard Asset Management

275,693 shares

0.04%

% of Portfolio

6

PSP Investments

140,952 shares

0.03%

% of Portfolio

7

Larry Fink - BlackRock

11,277,914 shares

0.02%

% of Portfolio

8

Morgan Stanley

4,547,219 shares

0.02%

% of Portfolio

9

Nuveen

732,750 shares

0.02%

% of Portfolio

10

Charles Schwab

1,188,902 shares

0.01%

% of Portfolio

11

David Solomon - Goldman Sachs

1,007,434 shares

0.01%

% of Portfolio

12

Geode Capital Management

2,374,467 shares

0.01%

% of Portfolio

13

Israel Englander - Millennium Management

249,975 shares

0.01%

% of Portfolio

14

Jamie Dimon - JPMorgan Chase

1,158,837 shares

0.01%

% of Portfolio

15

Ken Griffin - Citadel Advisors

682,961 shares

0.01%

% of Portfolio

16

Northern Trust Corp

1,072,119 shares

0.01%

% of Portfolio

17

State Street Corp

3,241,046 shares

0.01%

% of Portfolio

18

UBS Group

435,457 shares

0.01%

% of Portfolio

19

Voya Investment Mgmt

94,631 shares

0.01%

% of Portfolio

20

Ensign Peak Advisors

117,281 shares

0.02%

% of Portfolio

21

Adage Capital Partners

76,000 shares

0.01%

% of Portfolio

22

CalPERS

155,319 shares

0.01%

% of Portfolio

23

Canada Pension Plan Investment Board

135,600 shares

0.01%

% of Portfolio

24

Franklin Resources

360,659 shares

0.01%

% of Portfolio

25

Neuberger Berman

137,365 shares

0.01%

% of Portfolio

26

New York State Teachers Retirement System - New York State Teachers Retirement System

78,409 shares

0.01%

% of Portfolio

27

T. Rowe Price

994,551 shares

0.01%

% of Portfolio

28

Wellington Management

387,894 shares

0.01%

% of Portfolio

29

Joel Greenblatt - Gotham Asset Management

22,545 shares

NaN%

% of Portfolio

30

Legal & General

118,522 shares

NaN%

% of Portfolio

31

BNP Paribas

43,383 shares

NaN%

% of Portfolio

32

Amundi

90,327 shares

NaN%

% of Portfolio

33

Invesco

198,095 shares

NaN%

% of Portfolio

34

David E. Shaw - D.E. Shaw & Co.

20,431 shares

NaN%

% of Portfolio

35

SG Americas Securities

16,750 shares

NaN%

% of Portfolio

36

PNC Financial Services

14,513 shares

NaN%

% of Portfolio

37

Jane Street Group

5,614 shares

NaN%

% of Portfolio

38

Mitsubishi Ufj Asset Management Co., Ltd.

2,139 shares

NaN%

% of Portfolio

39

Wasatch Advisors Inc

7,960,735 shares

4.71%

% of Portfolio

40

Segall Bryant & Hamill, LLC

238,243 shares

0.26%

% of Portfolio

41

Stephen Schwarzman - Blackstone

5,974 shares

NaN%

% of Portfolio

42

Natixis

2,589 shares

NaN%

% of Portfolio

43

Farallon Capital

0 shares

0.00%

% of Portfolio

44

Dmitry Balyasny - Balyasny Asset Management

0 shares

0.00%

% of Portfolio

45

Exoduspoint Capital Management, Lp

0 shares

0.00%

% of Portfolio

46

WCM Investment Management

0 shares

0.00%

% of Portfolio

47

David Thomas - Atalan Capital Partners

915,270 shares

5.07%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

37%

LARGE

29%

MEDIUM

31%

SMALL

3%

Geographic Distribution

North America
67%
Europe
19%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

32

Sellers

24

Holders

96

New

16

Exited

9

Unlock Pro to view full data

Insider TradingPRO

Trading Statistics

Insider Buyers

10

Insider Sellers

24

Purchase Value

$34.4M

Role Distribution

CEO
22%
CFO
15%
Director
30%
VP
12%
Other
5%
Unlock Pro to view full data

RatingPRO

82

A-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
87
Recent Activity
64
Concentration
86
Momentum
73
Stability
72

Recent Actions

New

7

Increased

19

Decreased

14

Exited

4

Total

40

Unlock Pro to view full data