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 31 Dec 2025
Q4 2025
Total 13F shares
17,960,587
Total reported value
$414,333,748
% of total 13F portfolios
0%
Share change
-319,674
Value change
-$8,636,088
Number of holders
143
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% $120,262,045 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% $48,311,982 1,454,742 Dimensional Fund Advisors LP 31 Mar 2025

As of 31 Dec 2025, 143 institutional investors reported holding 17,960,587 shares of HEALTHSTREAM INC - Common Stock (HSTM). This represents 61% 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 53% 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% 3,632,375 +0.91% 0% $83,798,886
VANGUARD GROUP INC 8.5% 2,536,901 -15% 0% $58,526,307
DIMENSIONAL FUND ADVISORS LP 4.6% 1,368,866 -3% 0.01% $31,580,210
STATE STREET CORP 3.3% 980,268 -0.28% 0% $22,614,783
Copeland Capital Management, LLC 3% 887,553 +6.2% 0.46% $20,475,882
ACADIAN ASSET MANAGEMENT LLC 2.9% 847,504 +14% 0.03% $19,531,000
GEODE CAPITAL MANAGEMENT, LLC 2.6% 758,003 -1.6% 0% $17,488,313
RENAISSANCE TECHNOLOGIES LLC 1.6% 475,468 -27% 0.02% $10,969,047
JPMORGAN CHASE & CO 1.5% 452,897 +4.6% 0% $10,448,347
First Eagle Investment Management, LLC 1.4% 413,698 +1.1% 0.02% $9,544,013
Robeco Institutional Asset Management B.V. 1.1% 340,511 -3.3% 0.01% $7,855,590
Stephens Investment Management Group LLC 1.1% 315,291 -0.36% 0.09% $7,273,763
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.1% 312,139 +24% 0% $7,201,047
MORGAN STANLEY 0.86% 253,812 +3.8% 0% $5,855,450
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.81% 240,783 +3.7% 0% $5,554,864
Bank of New York Mellon Corp 0.77% 229,233 +9.1% 0% $5,288,415
TEACHER RETIREMENT SYSTEM OF TEXAS 0.75% 222,575 +18% 0.02% $5,134,805
PANAGORA ASSET MANAGEMENT INC 0.72% 213,749 +3.3% 0.02% $4,931,189
JACOBS LEVY EQUITY MANAGEMENT, INC 0.69% 204,103 -2.8% 0.02% $4,708,656
HERALD INVESTMENT MANAGEMENT Ltd 0.67% 200,000 +5.3% 0.6% $4,610,000
SEI INVESTMENTS CO 0.66% 194,866 +4% 0% $4,495,510
KENNEDY CAPITAL MANAGEMENT LLC 0.65% 191,710 -0.62% 0.09% $4,422,750
GOLDMAN SACHS GROUP INC 0.52% 154,135 +18% 0% $3,555,887
PRINCIPAL FINANCIAL GROUP INC 0.48% 142,245 +6.4% 0% $3,281,593
PUBLIC SECTOR PENSION INVESTMENT BOARD 0.43% 127,526 +38% 0.01% $2,942,025

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 17,960,587 $414,333,748 -$8,636,088 $23.07 143
2025 Q3 21,315,438 $601,956,406 -$21,445,839 $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