Who Owns HealthStream Stock?
NASDAQ: HSTMTechnologyComputer Software: Programming Data ProcessingUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 76.79%
- Institutions (% of float)
- 108.96%
- Held by insiders
- 29.52%
- Institutional holders
- 310
- Institutions 70.5%
- Insiders 29.5%
- Public and other 0.0%
Who owns HealthStream stock?
Institutional investors own about 76.8% of HealthStream's shares, spread across 310 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 29.52% of HSTM.
The largest institutional holders are Blackrock Inc. (13.97%), Dimensional Fund Advisors LP (5.33%) and Copeland Capital Management, LLC (4.27%). Together, the top 10 institutions control 43.5% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their HSTM positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of HSTM
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 4.08M | 13.97% | +5.9% |
| Dimensional Fund Advisors LP | 1.56M | 5.33% | +7.0% |
| Copeland Capital Management, LLC | 1.25M | 4.27% | -2.2% |
| Vanguard Capital Management LLC | 1.05M | 3.58% | -0.3% |
| State Street Corporation | 1.00M | 3.44% | +0.9% |
| Vanguard Portfolio Management LLC | 880.54K | 3.01% | -4.5% |
| Two Sigma Investments, LP | 805.58K | 2.76% | -4.6% |
| Geode Capital Management, LLC | 779.22K | 2.67% | +9.0% |
| Goldman Sachs Group Inc | 665.92K | 2.28% | +142.6% |
| JPMORGAN CHASE & CO | 635.57K | 2.18% | +40.1% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of HSTM
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 1.42M | 4.86% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 751.14K | 2.57% |
| iShares Trust-iShares Russell 2000 ETF | 627.54K | 2.15% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | 537.46K | 1.84% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 296.98K | 1.02% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 268.94K | 0.92% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 259.84K | 0.89% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Small & Mid Cap Enhanced Eqy. ET | 240.09K | 0.82% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | 223.82K | 0.77% |
| iShares Trust-iShares Russell 2000 Value ETF | 221.39K | 0.76% |
Frequently asked questions
Who is the largest shareholder of HealthStream?
Blackrock Inc. is the largest institutional shareholder of HSTM, owning 13.97% of shares outstanding (4.08M shares) as of its latest 13F filing.
What percentage of HealthStream is owned by institutions?
Institutions own about 76.8% of HSTM shares and 109.0% of the public float.
How much of HealthStream do insiders own?
Insiders, such as officers and directors, own about 29.52% of HSTM shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.