HEALTHSTREAM INC - Common Stock (HSTM) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
HSTM on Nasdaq
Shares outstanding
29,671,357
Price per share
$22.10
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
21,315,438
Total reported value
$601,956,406
% of total 13F portfolios
0%
Share change
-834,415
Value change
-$23,404,186
Number of holders
198
Price from insider filings
$22.10
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of HEALTHSTREAM INC - Common Stock (HSTM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 12% $111,896,934 3,621,260 BlackRock, Inc. 31 Mar 2025
VANGUARD GROUP INC 8.6% -15% $58,525,799 -$11,953,824 2,536,901 -17% The Vanguard Group 31 Dec 2025
DIMENSIONAL FUND ADVISORS LP 4.8% $44,951,528 1,454,742 Dimensional Fund Advisors LP 31 Mar 2025

As of 30 Sep 2025, 198 institutional investors reported holding 21,315,438 shares of HEALTHSTREAM INC - Common Stock (HSTM). This represents 72% of the company’s total 29,671,357 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of HEALTHSTREAM INC - Common Stock (HSTM) together control 56% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 12% 3,599,559 -0.35% 0% $101,651,540
VANGUARD GROUP INC 10% 2,985,082 -2.5% 0% $84,298,715
DIMENSIONAL FUND ADVISORS LP 4.8% 1,410,933 -0.98% 0.01% $39,846,654
STATE STREET CORP 3.3% 983,066 -4.6% 0% $27,761,784
Copeland Capital Management, LLC 2.8% 836,083 -5.3% 0.49% $23,611,010
GEODE CAPITAL MANAGEMENT, LLC 2.6% 770,278 +0.53% 0% $21,754,195
ACADIAN ASSET MANAGEMENT LLC 2.5% 741,874 -2.7% 0.04% $20,928,000
RENAISSANCE TECHNOLOGIES LLC 2.2% 647,200 -1.5% 0.02% $18,276,928
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.5% 452,384 -17% 0.74% $12,775,316
JPMORGAN CHASE & CO 1.5% 432,822 +75% 0% $12,222,892
First Eagle Investment Management, LLC 1.4% 409,398 +0.71% 0.02% $11,561,400
NORTHERN TRUST CORP 1.2% 365,886 -3.4% 0% $10,332,620
Robeco Institutional Asset Management B.V. 1.2% 351,951 -7.5% 0.01% $9,939,096
Stephens Investment Management Group LLC 1.1% 316,440 -0.9% 0.12% $8,936,266
Qube Research & Technologies Ltd 0.93% 274,548 +9% 0.01% $7,753,236
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.85% 251,287 0% 0% $7,096,345
MORGAN STANLEY 0.82% 244,609 -14% 0% $6,907,770
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.78% 232,228 +4.6% 0% $6,558,119
Bank of New York Mellon Corp 0.71% 210,074 -0.41% 0% $5,932,502
JACOBS LEVY EQUITY MANAGEMENT, INC 0.71% 210,068 -18% 0.02% $5,932,320
PANAGORA ASSET MANAGEMENT INC 0.7% 206,903 +0.11% 0.02% $5,842,941
KENNEDY CAPITAL MANAGEMENT LLC 0.65% 192,902 -0.35% 0.12% $5,447,552
Herald Investment Management Ltd 0.64% 190,000 0% 0.71% $5,365,600
TEACHER RETIREMENT SYSTEM OF TEXAS 0.63% 187,906 +1% 0.02% $5,306,466
SEI INVESTMENTS CO 0.63% 187,322 -8% 0.01% $5,289,794

Institutional Holders of HEALTHSTREAM INC - Common Stock (HSTM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 14,456,380 $333,495,768 -$13,095,449 $23.07 107
2025 Q3 21,315,438 $601,956,406 -$23,404,186 $28.24 198
2025 Q2 22,157,099 $613,062,189 -$11,665,663 $27.67 199
2025 Q1 22,446,475 $722,401,709 -$2,208,716 $32.18 209
2024 Q4 22,596,890 $718,553,027 +$24,357,739 $31.80 205
2024 Q3 21,765,962 $627,724,206 +$10,083,805 $28.84 204
2024 Q2 21,423,259 $597,661,605 +$2,716,568 $27.90 199
2024 Q1 21,187,968 $564,794,655 +$4,073,420 $26.66 190
2023 Q4 22,503 $608,256 +$298,573 $27.03 2
2023 Q3 21,331,469 $461,523,490 -$6,773,860 $21.58 176
2023 Q2 21,290,775 $522,985,719 -$3,514,643 $24.56 169
2023 Q1 21,690,267 $587,728,897 +$10,422,982 $27.10 174
2022 Q4 21,342,520 $530,131,547 -$5,039,776 $24.84 161
2022 Q3 21,222,269 $451,252,883 -$2,867,316 $21.26 145
2022 Q2 21,600,039 $468,938,007 -$760,264 $21.71 144
2022 Q1 21,756,051 $433,440,760 -$14,895,084 $19.92 147
2021 Q4 22,302,096 $587,475,110 -$14,965,867 $26.36 148
2021 Q3 22,793,947 $651,677,700 -$5,151,281 $28.58 149
2021 Q2 23,021,163 $643,368,550 -$7,577,465 $27.94 140
2021 Q1 23,274,410 $519,837,776 -$6,233,659 $22.34 136
2020 Q4 23,429,086 $512,445,012 +$10,246,319 $21.84 139
2020 Q3 23,301,399 $467,837,334 +$4,074,093 $20.07 150
2020 Q2 23,027,404 $509,361,375 -$14,586,368 $22.13 162
2020 Q1 23,412,313 $560,783,968 -$7,328,883 $23.95 152
2019 Q4 23,832,618 $648,188,691 +$9,600,694 $27.20 152
2019 Q3 23,496,743 $608,376,302 -$664,550 $25.89 140
2019 Q2 23,385,487 $604,828,035 +$13,887,259 $25.86 141
2019 Q1 23,048,367 $646,456,920 -$3,446,940 $28.06 153
2018 Q4 23,221,543 $560,739,436 -$21,516,204 $24.15 147
2018 Q3 23,466,987 $727,416,466 +$15,183,680 $31.01 138
2018 Q2 22,757,828 $621,646,918 +$13,697,260 $27.31 139
2018 Q1 22,400,481 $556,179,784 +$7,222,611 $24.83 138
2017 Q4 22,366,176 $518,086,508 -$23,073,582 $23.16 130
2017 Q3 23,722,182 $554,323,422 -$12,508,256 $23.37 127
2017 Q2 24,156,647 $635,787,499 +$14,548,893 $26.32 122
2017 Q1 24,498,476 $593,741,252 +$90,425,104 $24.23 113
2016 Q4 23,785,015 $595,788,605 +$18,475,867 $25.05 122
2016 Q3 22,809,339 $629,456,889 +$15,201,624 $27.60 126
2016 Q2 22,562,700 $598,325,624 +$225,302 $26.52 129
2016 Q1 22,759,469 $502,607,831 +$4,680,684 $22.09 121
2015 Q4 22,571,830 $496,519,360 -$1,188,104 $22.00 121
2015 Q3 22,621,703 $493,371,007 -$7,184,975 $21.81 126
2015 Q2 22,222,120 $675,982,155 +$121,537,188 $30.42 127
2015 Q1 18,532,907 $467,346,641 +$3,823,298 $25.20 108
2014 Q4 18,269,233 $538,476,201 +$839,493 $29.48 121
2014 Q3 18,373,642 $441,147,598 +$7,388,429 $24.01 108
2014 Q2 18,063,157 $438,967,279 +$657,124 $24.30 101
2014 Q1 18,055,545 $481,398,372 +$6,810,671 $26.70 108