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Healthstream Inc (HSTM)

CUSIP: 42222N103 | NYSE | Healthcare · Health Information Services | Small Cap | 677 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,617,626
0.0% of portfolio›$48.1M
Copeland Capital Management, LLC1,217,236
0.8% of portfolio›$36.2M
Geode Capital Management, LLC865,360
0.0% of portfolio›$25.7M
Creative Planning393,969
0.0% of portfolio›$11.7M
Bank of New York Mellon Corp226,166
0.0% of portfolio›$6.7M
Principal Financial Group Inc149,604
0.0% of portfolio›$4.4M
Russell Investments Group, Ltd.92,038
0.0% of portfolio›$2.7M
Bridge City Capital, LLC60,860
0.4% of portfolio›$1.8M
Cambiar Investors LLC53,194
0.1% of portfolio›$1.6M
AM Investment Strategies LLC52,738
0.5% of portfolio›$1.6M
Kornitzer Capital Management Inc52,126
0.0% of portfolio›$1.5M
Exchange Traded Concepts, LLC30,259
0.0% of portfolio›$899.0K
Amundi26,165
0.0% of portfolio›$777.4K
Strs Ohio24,000
0.0% of portfolio›$713.0K
Deutsche Bank Ag\23,350
0.0% of portfolio›$693.7K
Gamma Investing LLC21,686
0.0% of portfolio›$644.3K
Inspire Investing, LLC21,233
0.0% of portfolio›$630.8K
Formidable Asset Management, LLC18,871
0.1% of portfolio›$560.7K
Thrivent Financial for Lutherans14,878
0.0% of portfolio›$442.0K
Achmea Investment Management B.V.14,800
0.0% of portfolio›$440.1K
Summit Global Investments14,696
0.1% of portfolio›$437.0K
Vise Technologies, Inc.14,043
0.0% of portfolio›$417.2K
New York State Teachers Retirement System14,033
0.0% of portfolio›$417.0K
Wealth Enhancement Advisory Services, LLC12,945
0.0% of portfolio›$420.3K
Citigroup Inc12,419
0.0% of portfolio›$369.0K
Illinois Municipal Retirement Fund11,755
0.0% of portfolio›$349.2K
Fifth Third Bancorp11,681
0.0% of portfolio›$347.0K
PNC Financial Services Group, Inc.10,796
0.0% of portfolio›$320.7K
Robeco Institutional Asset Management B.V.10,289
0.0% of portfolio›$305.7K
Louisiana State Employees Retirement System10,000
0.0% of portfolio›$297.1K
Barclays PLC9,953
0.0% of portfolio›$295.7K
Park Capital Management, LLC / WI8,821
0.1% of portfolio›$262.1K
Woodmont Investment Counsel LLC8,719
0.0% of portfolio›$259.0K
Personal CFO Solutions, LLC7,491
0.0% of portfolio›$222.6K
Abel Hall, LLC7,289
0.0% of portfolio›$216.6K
Swiss Life Asset Management Ltd7,267
0.0% of portfolio›$215.9K
Symmetry Partners, LLC6,959
0.0% of portfolio›$206.8K
Anchyra Partners LLC6,900
0.0% of portfolio›$205.0K
Mirae Asset Global Investments Co., Ltd.5,383
0.0% of portfolio›$159.9K
State of Alaska, Department of Revenue5,300
0.0% of portfolio›$156
Oregon Public Employees Retirement Fund5,227
0.0% of portfolio›$155.3K
Nisa Investment Advisors, LLC4,542
0.0% of portfolio›$134.9K
Versant Capital Management, Inc4,401
0.0% of portfolio›$130.8K
Eurizon Capital SGR S.p.A.4,142
0.0% of portfolio›$123.4K
Signaturefd, LLC3,194
0.0% of portfolio›$94.9K
Pinnacle Wealth Planning Services, Inc.1,767
0.0% of portfolio›$52.5K
Farther Finance Advisors, LLC1,604
0.0% of portfolio›$47.7K
Parallel Advisors, LLC1,600
0.0% of portfolio›$47.5K
EverSource Wealth Advisors, LLC1,210
0.0% of portfolio›$35.9K
MassMutual Private Wealth & Trust, FSB976
0.0% of portfolio›$29.0K
UMB Bank, n.a.474
0.0% of portfolio›$14.1K
Sterling Capital Management LLC464
0.0% of portfolio›$13.8K
Summit Securities Group LLC455
0.0% of portfolio›$13.5K
Salomon & Ludwin, LLC422
0.0% of portfolio›$12.5K
Covestor Ltd330
0.0% of portfolio›$10
Allworth Financial LP276
0.0% of portfolio›$7.5K
Fortitude Family Office, LLC255
0.0% of portfolio›$7.6K
SJS Investment Consulting Inc.173
0.0% of portfolio›$5.1K
Bare Financial Services, Inc171
0.0% of portfolio›$5.1K
US Bancorp \de\161
0.0% of portfolio›$4.8K
Owl Creek Wealth Partners LLC160
0.0% of portfolio›$4.8K
First Horizon Corp155
0.0% of portfolio›$4.6K
High Note Wealth, LLC143
0.0% of portfolio›$4.2K
Essential Partners LLC138
0.0% of portfolio›$4.1K
Harbor Capital Advisors, Inc.100
0.0% of portfolio›$3.0K
Capital Advisors, Ltd. LLC98
0.0% of portfolio›$3
WPG Advisers, LLC92
0.0% of portfolio›$2.7K
Root Financial Partners, LLC60
0.0% of portfolio›$1.8K
Provenance Wealth Advisors, LLC44
0.0% of portfolio›$1.3K
Larson Financial Group LLC41
0.0% of portfolio›$1.2K
Cedar Mountain Advisors, LLC31
0.0% of portfolio›$921
Farmers & Merchants Investments Inc25
0.0% of portfolio›$743
GHP Investment Advisors, Inc.18
0.0% of portfolio›$535
Clearstead Advisors, LLC14
0.0% of portfolio›$416
UMB Private Wealth Management, LLC14
0.0% of portfolio›$416
Gilpin Wealth Management, LLC10
0.0% of portfolio›$298
Assetmark, Inc5
0.0% of portfolio›$149
SBI Securities Co., Ltd.3
0.0% of portfolio›$89
Ascentis Wealth Management, LLC3
0.0% of portfolio›$89
Financial Consulate, Inc1
0.0% of portfolio›$30
Hughes Financial Services, LLC1
0.0% of portfolio›$34
Davis Capital Management1
0.0% of portfolio›$30
Cullen T Bankers, Inc.0
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,617,626$48.1M0.0%IndexLowAustin, TX2026-11-04
Copeland Capital Management, LLC
1,217,236$36.2M0.8%ValueMediumConshohocken, PA2026-10-13
Geode Capital Management, LLC
865,360$25.7M0.0%IndexVery LowBoston, MA2026-11-06
Creative Planning
393,969$11.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Bank of New York Mellon Corp
226,166$6.7M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
149,604$4.4M0.0%CoreLowDes Moines, IA2026-11-02
Russell Investments Group, Ltd.
92,038$2.7M0.0%CoreLowSeattle, WA2026-11-06
Bridge City Capital, LLC
60,860$1.8M0.4%ValueMediumLake Oswego, OR2026-10-29
Cambiar Investors LLC
53,194$1.6M0.1%ValueMediumDenver, CO2026-11-04
AM Investment Strategies LLC
52,738$1.6M0.5%CoreVery LowChattanooga, TN2026-11-05
Kornitzer Capital Management Inc
52,126$1.5M0.0%CoreLowShawnee Mission, KS2026-11-03
Exchange Traded Concepts, LLC
30,259$899.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
Amundi
26,165$777.4K0.0%CoreMediumParis, India2026-11-06
Strs Ohio
24,000$713.0K0.0%CoreMediumColumbus, OH2026-10-30
Deutsche Bank Ag\
23,350$693.7K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Gamma Investing LLC
21,686$644.3K0.0%IndexVery LowFoster City, CA2026-10-08
Inspire Investing, LLC
21,233$630.8K0.0%GARPHighMeridian, ID2026-10-22
Formidable Asset Management, LLC
18,871$560.7K0.1%CoreLowCincinnati, OH2026-11-03
Thrivent Financial for Lutherans
14,878$442.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Achmea Investment Management B.V.
14,800$440.1K0.0%CoreMediumZeist, Philippines2026-10-30
Summit Global Investments
14,696$437.0K0.1%CoreMediumBountiful, UT2026-10-28
Vise Technologies, Inc.
14,043$417.2K0.0%IndexLowNew York, NY2026-10-29
New York State Teachers Retirement System
14,033$417.0K0.0%CoreVery LowAlbany, NY2026-10-22
Wealth Enhancement Advisory Services, LLC
12,945$420.3K0.0%CoreLowPlymouth, MN2026-10-13
Citigroup Inc
12,419$369.0K0.0%CoreMediumNew York, NY2026-11-04
Illinois Municipal Retirement Fund
11,755$349.2K0.0%CoreMediumOak Brook, IL2026-11-05
Fifth Third Bancorp
11,681$347.0K0.0%IndexVery LowCincinnati, OH2026-11-05
PNC Financial Services Group, Inc.
10,796$320.7K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Robeco Institutional Asset Management B.V.
10,289$305.7K0.0%CoreMediumRotterdam, Philippines2026-10-20
Louisiana State Employees Retirement System
10,000$297.1K0.0%IndexLowBaton Rouge, LA2026-10-20
Barclays PLC
9,953$295.7K0.0%CoreMediumLondon, United Kingdom2026-11-06
Park Capital Management, LLC / WI
8,821$262.1K0.1%GrowthHighMadison, WI2026-10-13
Woodmont Investment Counsel LLC
8,719$259.0K0.0%GARPVery LowNashville, TN2026-10-29
Personal CFO Solutions, LLC
7,491$222.6K0.0%CoreMediumChester, NJ2026-11-06
Abel Hall, LLC
7,289$216.6K0.0%CoreMediumBaton Rouge, LA2026-10-19
Swiss Life Asset Management Ltd
7,267$215.9K0.0%CoreLowZurich, Switzerland2026-11-03
Symmetry Partners, LLC
6,959$206.8K0.0%ETFLowGlastonbury, CT2026-10-27
Anchyra Partners LLC
6,900$205.0K0.0%CoreLowAtlanta, GA2026-10-13
Mirae Asset Global Investments Co., Ltd.
5,383$159.9K0.0%GrowthLowSeoul, Malaysia2026-11-03
State of Alaska, Department of Revenue
5,300$1560.0%CoreVery LowJuneau, AK2026-10-15
Oregon Public Employees Retirement Fund
5,227$155.3K0.0%IndexVery LowTigard, OR2026-10-30
Nisa Investment Advisors, LLC
4,542$134.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Versant Capital Management, Inc
4,401$130.8K0.0%GARPLowPhoenix, AZ2026-10-02
Eurizon Capital SGR S.p.A.
4,142$123.4K0.0%CoreMediumMilan, Latvia2026-11-06
Signaturefd, LLC
3,194$94.9K0.0%IndexLowAtlanta, GA2026-10-23
Pinnacle Wealth Planning Services, Inc.
1,767$52.5K0.0%GARPLowMansfield, OH2026-10-27
Farther Finance Advisors, LLC
1,604$47.7K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
1,600$47.5K0.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
1,210$35.9K0.0%CoreMediumBirmingham, AL2026-11-04
MassMutual Private Wealth & Trust, FSB
976$29.0K0.0%CoreLowSpringfield, MA2026-10-05
UMB Bank, n.a.
474$14.1K0.0%CoreLowKansas City, MO2026-11-06
Sterling Capital Management LLC
464$13.8K0.0%GARPMediumCharlotte, NC2026-10-22
Summit Securities Group LLC
455$13.5K0.0%CoreVery HighNew York, NY2026-11-05
Salomon & Ludwin, LLC
422$12.5K0.0%ETFVery LowRichmond, VA2026-10-29
Covestor Ltd
330$100.0%ValueHighLondon, United Kingdom2026-10-30
Allworth Financial LP
276$7.5K0.0%IndexLowFolsom, CA2026-11-06
Fortitude Family Office, LLC
255$7.6K0.0%ETFMediumScottsdale, AZ2026-10-14
SJS Investment Consulting Inc.
173$5.1K0.0%ETFVery LowSylvania, OH2026-10-26
Bare Financial Services, Inc
171$5.1K0.0%ETFVery LowGap, PA2026-11-04
US Bancorp \de\
161$4.8K0.0%IndexLowMinneapolis, MN2026-11-05
Owl Creek Wealth Partners LLC
160$4.8K0.0%IndexLowGreenwood Village, CO2026-10-20
First Horizon Corp
155$4.6K0.0%CoreLowMemphis, TN2026-10-26
High Note Wealth, LLC
143$4.2K0.0%ETFVery LowDeephaven, MN2026-10-27
Essential Partners LLC
138$4.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Harbor Capital Advisors, Inc.
100$3.0K0.0%ValueHighChicago, IL2026-10-22
Capital Advisors, Ltd. LLC
98$30.0%ETFLowShaker Heights, OH2026-10-27
WPG Advisers, LLC
92$2.7K0.0%CoreLowBaltimore, MD2026-10-27
Root Financial Partners, LLC
60$1.8K0.0%ETFMediumEncinitas, CA2026-10-21
Provenance Wealth Advisors, LLC
44$1.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Larson Financial Group LLC
41$1.2K0.0%GrowthLowSt Louis, MO2026-11-05
Cedar Mountain Advisors, LLC
31$9210.0%ETFVery LowLake Oswego, OR2026-10-15
Farmers & Merchants Investments Inc
25$7430.0%CoreVery LowLincoln, NE2026-10-22
GHP Investment Advisors, Inc.
18$5350.0%CoreVery LowDenver, CO2026-10-15
Clearstead Advisors, LLC
14$4160.0%ETFLowCleveland, OH2026-11-06
UMB Private Wealth Management, LLC
14$4160.0%GrowthN/AKansas City, MO2026-10-19
Gilpin Wealth Management, LLC
10$2980.0%GrowthLowDenver, CO2026-10-09
Assetmark, Inc
5$1490.0%ETFLowConcord, CA2026-10-21
SBI Securities Co., Ltd.
3$890.0%Agg GrowthLowTokyo, Mexico2026-10-22
Ascentis Wealth Management, LLC
3$890.0%Agg GrowthLowDallas, TX2026-11-03
Financial Consulate, Inc
1$300.0%ETFLowHunt Valley, MD2026-10-23
Hughes Financial Services, LLC
1$340.0%ETFLowHerndon, VA2026-10-30
Davis Capital Management
1$300.0%CoreLowJacksonville, FL2026-10-08
Cullen T Bankers, Inc.
0$10.0%GrowthLowSan Antonio, TX2026-10-28