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
30,430,756
Price per share
$23.07
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
-$23,404,174
Number of holders
198
Price from insider filings
$23.07
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% $120,262,045 3,621,260 BlackRock, Inc. 31 Mar 2025
VANGUARD GROUP INC 10% $101,458,543 3,055,060 The Vanguard Group 31 Dec 2024
DIMENSIONAL FUND ADVISORS LP 4.8% $48,311,982 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 70% of the company’s total 30,430,756 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of HEALTHSTREAM INC - Common Stock (HSTM) together control 55% 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 9.8% 2,985,082 -2.5% 0% $84,298,715
DIMENSIONAL FUND ADVISORS LP 4.6% 1,410,933 -0.98% 0.01% $39,846,654
STATE STREET CORP 3.2% 983,066 -4.6% 0% $27,761,784
Copeland Capital Management, LLC 2.7% 836,083 -5.3% 0.49% $23,611,010
GEODE CAPITAL MANAGEMENT, LLC 2.5% 770,278 +0.53% 0% $21,754,195
ACADIAN ASSET MANAGEMENT LLC 2.4% 741,874 -2.7% 0.04% $20,928,000
RENAISSANCE TECHNOLOGIES LLC 2.1% 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 1.4% 432,822 +75% 0% $12,222,892
First Eagle Investment Management, LLC 1.3% 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% 316,440 -0.9% 0.12% $8,936,266
Qube Research & Technologies Ltd 0.9% 274,548 +9% 0.01% $7,753,236
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.83% 251,287 0% 0% $7,096,345
MORGAN STANLEY 0.8% 244,609 -14% 0% $6,907,770
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.76% 232,228 +4.6% 0% $6,558,119
Bank of New York Mellon Corp 0.69% 210,074 -0.41% 0% $5,932,502
JACOBS LEVY EQUITY MANAGEMENT, INC 0.69% 210,068 -18% 0.02% $5,932,320
PANAGORA ASSET MANAGEMENT INC 0.68% 206,903 +0.11% 0.02% $5,842,941
KENNEDY CAPITAL MANAGEMENT LLC 0.63% 192,902 -0.35% 0.12% $5,447,552
Herald Investment Management Ltd 0.62% 190,000 0% 0.71% $5,365,600
TEACHER RETIREMENT SYSTEM OF TEXAS 0.62% 187,906 +1% 0.02% $5,306,466
SEI INVESTMENTS CO 0.62% 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 178,517 $4,118,317 -$1,536,177 $23.07 10
2025 Q3 21,315,438 $601,956,406 -$23,404,174 $28.24 198
2025 Q2 22,157,099 $613,062,189 -$11,665,654 $27.67 199
2025 Q1 22,446,875 $722,414,464 -$2,208,713 $32.18 210
2024 Q4 22,596,890 $718,553,118 +$24,357,755 $31.80 205
2024 Q3 21,765,962 $627,724,599 +$10,137,298 $28.84 204
2024 Q2 21,421,412 $597,609,921 +$2,665,049 $27.90 199
2024 Q1 21,187,968 $564,794,874 +$3,477,970 $26.66 190
2023 Q4 21,066,729 $570,412,842 -$5,851,089 $27.03 186
2023 Q3 21,331,475 $461,523,850 -$6,531,008 $21.58 177
2023 Q2 21,559,927 $529,596,361 -$3,463,545 $24.56 170
2023 Q1 21,690,855 $587,744,715 +$10,429,806 $27.10 175
2022 Q4 21,357,311 $530,499,955 -$4,957,334 $24.84 164
2022 Q3 21,569,107 $458,625,833 -$1,637,780 $21.26 148
2022 Q2 21,619,565 $469,363,007 -$808,565 $21.71 146
2022 Q1 21,776,984 $433,858,760 -$14,815,518 $19.92 148
2021 Q4 22,438,598 $591,072,110 -$14,139,151 $26.36 153
2021 Q3 22,792,076 $651,642,700 -$5,286,904 $28.58 147
2021 Q2 23,046,987 $644,090,550 -$8,079,161 $27.94 142
2021 Q1 23,269,511 $519,757,776 -$6,778,827 $22.34 136
2020 Q4 23,625,689 $516,740,012 +$9,638,753 $21.84 145
2020 Q3 23,315,347 $468,118,334 +$4,025,455 $20.07 153
2020 Q2 23,028,229 $509,380,375 -$14,607,112 $22.13 165
2020 Q1 23,672,531 $567,016,968 -$6,463,065 $23.95 157
2019 Q4 23,836,881 $648,304,691 +$9,481,467 $27.20 153
2019 Q3 23,496,793 $608,377,302 -$660,627 $25.89 141
2019 Q2 23,546,693 $608,996,035 +$11,780,494 $25.86 143
2019 Q1 23,233,596 $651,654,920 -$3,504,628 $28.06 157
2018 Q4 23,381,073 $564,592,436 -$26,017,194 $24.15 150
2018 Q3 23,832,692 $738,755,466 +$17,208,710 $31.01 140
2018 Q2 23,368,668 $638,329,918 +$13,017,594 $27.31 141
2018 Q1 22,983,290 $570,651,784 +$6,227,395 $24.83 138
2017 Q4 22,758,426 $527,170,508 -$23,802,665 $23.16 131
2017 Q3 23,752,672 $555,035,422 -$12,056,376 $23.37 128
2017 Q2 24,188,747 $636,633,499 +$14,152,306 $26.32 124
2017 Q1 24,556,417 $595,144,252 +$90,376,069 $24.23 115
2016 Q4 23,860,945 $597,688,605 +$17,129,887 $25.05 124
2016 Q3 23,123,746 $638,134,889 +$15,529,746 $27.60 127
2016 Q2 22,567,259 $598,446,624 +$292,013 $26.52 130
2016 Q1 22,759,469 $502,607,831 +$4,631,677 $22.09 121
2015 Q4 22,571,830 $496,519,360 -$1,502,403 $22.00 121
2015 Q3 22,622,544 $493,389,007 -$3,962,251 $21.81 128
2015 Q2 22,530,322 $685,357,155 +$122,157,985 $30.42 128
2015 Q1 18,534,020 $467,374,641 +$3,826,669 $25.20 108
2014 Q4 18,269,233 $538,476,201 +$841,244 $29.48 119
2014 Q3 18,394,413 $441,645,598 +$7,491,783 $24.01 108
2014 Q2 18,079,617 $439,367,279 -$4,499,180 $24.30 102
2014 Q1 18,100,240 $482,591,372 +$7,112,578 $26.70 110