HQY — Healthequity Inc 机构持仓 · 2026年Q3
谁持有 Healthequity Inc（HQY）？2026年Q3（报告期截至 2026-09-30）共有 15 家机构在 SEC 13F 申报中报告持有，合计 941.76 万美元。前几大持有机构：Inspirion Wealth Advisors, LLC（570.00 万美元）、Schaper Benz & Wise Investment Counsel Inc（130.00 万美元）、Gradient Investments LLC（110.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | INSPIRION WEALTH ADVISORS, LLC | $5.7M | 65,000 | 持平 |
| 2 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $1.3M | 14,732 | 持平 |
| 3 | Gradient Investments LLC | $1.1M | 12,730 | 减持 |
| 4 | Overbrook Management Corp | $516,606 | 5,840 | 减持 |
| 5 | JUNCTURE WEALTH STRATEGIES, LLC | $366,401 | 4,142 | 增持 |
| 6 | GAMMA Investing LLC | $130,832 | 1,479 | 增持 |
| 7 | Farther Finance Advisors, LLC | $116,413 | 1,316 | 增持 |
| 8 | MassMutual Private Wealth & Trust, FSB | $28,130 | 318 | 减持 |
| 9 | CoreCap Advisors, LLC | $27,776 | 314 | 减持 |
| 10 | Versant Capital Management, Inc | $25,830 | 292 | 持平 |
| 11 | BURKETT FINANCIAL SERVICES, LLC | $21,407 | 242 | 新建仓 |
| 12 | GK Wealth Management LLC | $2,742 | 31 | 新建仓 |
| 13 | Marquette Asset Management, LLC | $2,124 | 24 | 持平 |
| 14 | Planning Strategies Inc. | $177 | 2 | 新建仓 |
| 15 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30