HCA Healthcare, Inc.
HCA- Exchange
- NYSE
- Industry
- Services-General Medical & Surgical Hospitals, NEC
- SEC CIK
- 0000860730
No open-market purchases or sales by HCA Healthcare, Inc. insiders were filed in the last 90 days; 1,343 institutions reported holding it in 13F filings for Q2 2026, worth $51.2B in total; superinvestors Harris Associates (Oakmark) and Markel Group hold it.
13F holders, Q2 2021
Institutional positions in HCA Healthcare, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 825
- +43 vs. Q1 2021
- Shares held
- 222.2M
- −6.55M (−2.9%) vs. Q1 2021
- Total value
- $45.9B
- +$2.87B (+6.7%) vs. Q1 2021
- New holders
- 108
- 292 more added
- Sold out
- 65
- 292 more reduced
6 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HCA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,343 | $51.2B |
| Q1 2026 | 1,427 | $62.1B |
| Q4 2025 | 1,400 | $63.7B |
| Q3 2025 | 1,289 | $58.3B |
| Q2 2025 | 1,250 | $56.2B |
| Q1 2025 | 1,227 | $53.5B |
| Q4 2024 | 1,181 | $47.7B |
| Q3 2024 | 1,205 | $64.1B |
| Q2 2024 | 1,157 | $52.6B |
| Q1 2024 | 1,127 | $54.7B |
| Q4 2023 | 1,058 | $45.6B |
| Q3 2023 | 1,002 | $41.6B |
| Q2 2023 | 1,015 | $52.6B |
| Q1 2023 | 973 | $46.3B |
| Q4 2022 | 962 | $43.1B |
| Q3 2022 | 870 | $34.0B |
| Q2 2022 | 885 | $31.8B |
| Q1 2022 | 969 | $49.8B |
| Q4 2021 | 948 | $52.7B |
| Q3 2021 | 888 | $51.2B |
| Q2 2021 | 825 | $45.9B |
| Q1 2021 | 788 | $43.4B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding HCA Healthcare, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HM Payson & Co | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $413 | 0.00% | – | New |
| Carroll Financial Associates, Inc. | 7 | $1.00K | 0.00% | −83−92.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9 | $1.00K | 0.00% | +5+125.0% | Added |
| Globeflex Capital L P | 7 | $1.00K | 0.00% | +7 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Strategic Blueprint, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 6 | $1.00K | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 5 | $1.06K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 8 | $2.00K | 0.00% | +8 | New |
| West Paces Advisors Inc. | 12 | $2.48K | 0.00% | +12 | New |
| Standard Family Office LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 17 | $3.52K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 20 | $4.00K | 0.00% | −6−23.1% | Reduced |
| Evolution Wealth Advisors, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 17 | $4.00K | 0.01% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 18 | $4.00K | 0.00% | +18 | New |
| Personal Wealth Partners | 17 | $4.00K | 0.00% | +17 | New |
| Whittier Trust Co of Nevada Inc | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 31 | $6.00K | 0.00% | −280−90.0% | Reduced |
| Raffa Wealth Management, LLC | 30 | $6.20K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 33 | $7.00K | 0.00% | +14+73.7% | Added |
| MV Capital Management, Inc. | 43 | $9.00K | 0.00% | +36+514.3% | Added |
| Thompson Siegel & Walmsley LLC | 47 | $10.0K | 0.00% | +42+840.0% | Added |
| Concord Wealth Partners | 51 | $11.0K | 0.00% | +25+96.2% | Added |
| Sutton Wealth Advisors Inc. | 58 | $12.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 60 | $12.0K | 0.00% | +7+13.2% | Added |
| Resolute Partners Group | 59 | $12.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 63 | $13.0K | 0.00% | −2−3.1% | Reduced |
| Financial Management Professionals, Inc. | 73 | $15.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 74 | $15.0K | 0.00% | +5+7.2% | Added |
| Evoke Wealth, LLC | 76 | $16.0K | 0.00% | −21−21.6% | Reduced |
| Savior LLC | 89 | $18.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 86 | $18.0K | 0.00% | +24+38.7% | Added |
| Loomis Sayles & Co L P | 98 | $20.0K | 0.00% | −8,333−98.8% | Reduced |
| AdvisorNet Financial, Inc | 99 | $20.0K | 0.00% | −1−1.0% | Reduced |
| Gradient Investments LLC | 95 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 96 | $20.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 97 | $20.1K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 106 | $22.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 113 | $23.0K | 0.00% | +15+15.3% | Added |
| Covington Capital Management | 117 | $24.0K | 0.00% | −6−4.9% | Reduced |
| Gemmer Asset Management LLC | 115 | $24.0K | 0.00% | +3+2.7% | Added |
| Harbour Investments, Inc. | 119 | $25.0K | 0.00% | −5−4.0% | Reduced |
| BDO Wealth Advisors, LLC | 123 | $25.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 125 | $26.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 125 | $26.0K | 0.00% | +125 | New |
| Tarbox Family Office, Inc. | 134 | $28.0K | 0.01% | 00.0% | Unchanged |
| Exos Asset Management LLC | 135 | $28.0K | 0.01% | +135 | New |
| Jones Financial Companies LLLP | 140 | $29.0K | 0.00% | +44+45.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 147 | $30.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 146 | $30.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 168 | $35.0K | 0.01% | −23−12.0% | Reduced |
| Valley National Advisers Inc | 171 | $35.0K | 0.01% | +47+37.9% | Added |
| First Horizon Corp | 179 | $37.0K | 0.00% | +1+0.6% | Added |
| Old North State Trust, LLC | 177 | $37.0K | 0.03% | +100+129.9% | Added |
| MUFG Americas Holdings Corp | 180 | $37.0K | 0.00% | +180 | New |
| Emfo, LLC | 181 | $37.0K | 0.03% | +181 | New |
| Zions Bancorporation, N.A. | 184 | $38.0K | 0.00% | +3+1.7% | Added |
| Liberty Wealth Management LLC | 194 | $40.0K | 0.02% | +185+2,055.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 200 | $41.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 200 | $41.0K | 0.01% | +200 | New |
| Phoenix Wealth Advisors | 197 | $42.0K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 207 | $43.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 211 | $46.0K | 0.04% | +211 | New |
| Altshuler Shaham Ltd | 229 | $47.0K | 0.00% | +192+518.9% | Added |
| Logan Capital Management Inc | 231 | $48.0K | 0.00% | +231 | New |
| Enterprise Financial Services Corp | 237 | $49.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 252 | $52.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 250 | $52.0K | 0.04% | 00.0% | Unchanged |
| Private Capital Group, LLC | 257 | $53.0K | 0.01% | +26+11.3% | Added |
| Spire Wealth Management | 297 | $61.0K | 0.00% | −37−11.1% | Reduced |
| Global Retirement Partners, LLC | 297 | $61.0K | 0.01% | +2+0.7% | Added |
| Central Bank & Trust Co | 296 | $61.0K | 0.01% | +211+248.2% | Added |
| Parkside Financial Bank & Trust | 319 | $66.0K | 0.02% | +13+4.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 350 | $72.0K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 345 | $72.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 372 | $77.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 373 | $77.0K | 0.02% | +17+4.8% | Added |
| FourThought Financial, LLC | 381 | $78.0K | 0.01% | −214−36.0% | Reduced |
| Archer Investment Corp | 400 | $82.7K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 430 | $89.0K | 0.00% | 00.0% | Unchanged |
| AGF Investments LLC | 434 | $90.0K | 0.01% | +434 | New |
| Leelyn Smith, LLC | 460 | $95.0K | 0.03% | 00.0% | Unchanged |