14 institutions reported holding $21.2M of HEALTHEQUITY INC (HQY) in SEC 13F filings for 2026-06-30. Largest institutional holders: BEACON INVESTMENT ADVISORY SERVICES, INC. ($8.5M), INSPIRION WEALTH ADVISORS, LLC ($6.0M), Chesley Taft & Associates LLC ($2.3M), Assenagon Asset Management S.A. ($1.9M), Gradient Investments LLC ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $8.5M | 94,237 | Added |
| 2 | INSPIRION WEALTH ADVISORS, LLC | $6.0M | 65,000 | Hold |
| 3 | Chesley Taft & Associates LLC | $2.3M | 25,255 | Trimmed |
| 4 | Assenagon Asset Management S.A. | $1.9M | 21,215 | New |
| 5 | Gradient Investments LLC | $1.7M | 18,357 | Trimmed |
| 6 | Hennion & Walsh Asset Management, Inc. | $298,417 | 3,304 | Trimmed |
| 7 | Grant Private Wealth Management Inc | $205,568 | 2,276 | New |
| 8 | GAMMA Investing LLC | $119,313 | 1,321 | Added |
| 9 | HARBOR INVESTMENT ADVISORY, LLC | $75,508 | 836 | New |
| 10 | MassMutual Private Wealth & Trust, FSB | $29,083 | 322 | Added |
| 11 | CoreCap Advisors, LLC | $28,541 | 316 | Added |
| 12 | Versant Capital Management, Inc | $26,373 | 292 | Trimmed |
| 13 | Cedar Mountain Advisors, LLC | $6,774 | 75 | Hold |
| 14 | City Center Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30