HQY — Healthequity Inc Institutional Holders · Q3 2026
Who owns Healthequity Inc (HQY)? 15 institutions reported holding $9.42M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Inspirion Wealth Advisors, LLC ($5.7M), Schaper Benz & Wise Investment Counsel Inc ($1.3M), Gradient Investments LLC ($1.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | INSPIRION WEALTH ADVISORS, LLC | $5.7M | 65,000 | Hold |
| 2 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $1.3M | 14,732 | Hold |
| 3 | Gradient Investments LLC | $1.1M | 12,730 | Trimmed |
| 4 | Overbrook Management Corp | $516,606 | 5,840 | Trimmed |
| 5 | JUNCTURE WEALTH STRATEGIES, LLC | $366,401 | 4,142 | Added |
| 6 | GAMMA Investing LLC | $130,832 | 1,479 | Added |
| 7 | Farther Finance Advisors, LLC | $116,413 | 1,316 | Added |
| 8 | MassMutual Private Wealth & Trust, FSB | $28,130 | 318 | Trimmed |
| 9 | CoreCap Advisors, LLC | $27,776 | 314 | Trimmed |
| 10 | Versant Capital Management, Inc | $25,830 | 292 | Hold |
| 11 | BURKETT FINANCIAL SERVICES, LLC | $21,407 | 242 | New |
| 12 | GK Wealth Management LLC | $2,742 | 31 | New |
| 13 | Marquette Asset Management, LLC | $2,124 | 24 | Hold |
| 14 | Planning Strategies Inc. | $177 | 2 | New |
| 15 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30