AI Holders Summary · Q2 2026

532 institutions reported HQY in Q2 2026. BlackRock, Inc. leads at 20.5% 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

$1.0B11.3M0.02%Q2 2026 02

WASATCH ADVISORS LP

CIK 0000814133

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

MORGAN STANLEY

CIK 0000895421

$411M4.5M0.02%Q2 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$366M4.1M0.02%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$329M3.6M0.01%Q2 2026 06

STATE STREET CORP

CIK 0000093751

$293M3.2M0.01%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$214M2.4M0.01%Q2 2026 08

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$176M2.0M0.06%Q2 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$169M1.9M0.03%Q2 2026 10

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$160M1.8M0.48%Q2 2026 11

FMR LLC

CIK 0000315066

$139M1.5M0.01%Q2 2026 12

BROWN ADVISORY INC

CIK 0001345929

$139M1.5M0.19%Q4 2025 13

Clearbridge Investments, LLC

CIK 0001348883

$117M1.3M0.10%Q2 2026 14

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$107M1.2M0.01%Q2 2026 15

Greenhouse Funds LLLP

CIK 0001626220

$107M1.2M5.46%Q2 2026 16

GENEVA CAPITAL MANAGEMENT LLC

CIK 0001009232

$104M1.1M2.38%Q2 2026 17

BANK OF AMERICA CORP /DE/

CIK 0000070858

$104M1.1M0.01%Q2 2026 18

JPMORGAN CHASE & CO

CIK 0000019617

$102M1.2M0.01%Q2 2026 19

DAVENPORT & Co LLC

CIK 0000887777

$98M1.1M0.48%Q2 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$97M1.1M0.01%Q2 2026

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