AI Holders Summary · Q1 2026

520 institutions reported HQY in Q1 2026. BlackRock, Inc. leads at 20.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$880M10.5M0.02%Q1 2026 02

WASATCH ADVISORS LP

CIK 0000814133

$719M8.0M4.71%Q2 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$348M4.2M0.02%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$320M3.8M0.01%Q1 2026 05

STATE STREET CORP

CIK 0000093751

$259M3.1M0.01%Q1 2026 06

MORGAN STANLEY

CIK 0000895421

$208M2.5M0.01%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$189M2.3M0.01%Q1 2026 08

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$173M2.1M0.08%Q1 2026 09

BROWN ADVISORY INC

CIK 0001345929

$139M1.5M0.19%Q4 2025 10

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$139M1.7M0.46%Q1 2026 11

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$136M1.6M0.03%Q1 2026 12

Clearbridge Investments, LLC

CIK 0001348883

$109M1.3M0.10%Q1 2026 13

MACKENZIE FINANCIAL CORP

CIK 0000919859

$107M1.3M0.13%Q1 2026 14

Greenhouse Funds LLLP

CIK 0001626220

$105M1.3M4.71%Q1 2026 15

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$98M1.2M0.01%Q1 2026 16

DAVENPORT & Co LLC

CIK 0000887777

$98M1.1M0.48%Q2 2026 17

GENEVA CAPITAL MANAGEMENT LLC

CIK 0001009232

$98M1.2M2.08%Q1 2026 18

JPMORGAN CHASE & CO

CIK 0000019617

$96M1.2M0.01%Q1 2026 19

FMR LLC

CIK 0000315066

$95M1.1M0.01%Q1 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$87M1.0M0.01%Q1 2026

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