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 2023
Institutional positions in HCA Healthcare, Inc. as of Jun 30, 2023. 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
- 1,015
- +45 vs. Q1 2023
- Shares held
- 173.5M
- −2.72M (−1.5%) vs. Q1 2023
- Total value
- $52.6B
- +$6.34B (+13.7%) vs. Q1 2023
- New holders
- 111
- 322 more added
- Sold out
- 66
- 421 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding HCA Healthcare, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sterling Investment Counsel, LLC | 1,433 | $434.9K | 0.23% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,427 | $433.1K | 0.09% | +5+0.4% | Added |
| Bridgeworth, LLC | 1,425 | $432.5K | 0.05% | +3+0.2% | Added |
| Lindbrook Capital, LLC | 1,421 | $431.2K | 0.05% | −1−0.1% | Reduced |
| Cobblestone Capital Advisors LLC | 1,419 | $430.6K | 0.03% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,403 | $425.8K | 0.07% | +471+50.5% | Added |
| First Pacific Advisors, LP | 1,400 | $424.9K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,385 | $420.4K | 0.01% | +40+3.0% | Added |
| Conning Inc. | 1,385 | $420.3K | 0.01% | −225−14.0% | Reduced |
| Merit Financial Group, LLC | 1,377 | $417.9K | 0.01% | +71+5.4% | Added |
| Brave Warrior Advisors, LLC | 1,373 | $416.7K | 0.01% | −37,279−96.4% | Reduced |
| Pictet & Cie (Europe) SA | 1,343 | $407.6K | 0.01% | −74−5.2% | Reduced |
| DFPG Investments, LLC | 1,417 | $406.3K | 0.04% | +27+1.9% | Added |
| Evergreen Capital Management LLC | 1,337 | $405.8K | 0.02% | +3+0.2% | Added |
| Paloma Partners Management Co | 1,307 | $396.6K | 0.09% | +1,307 | New |
| Greystone Financial Group, LLC | 1,302 | $395.1K | 0.09% | +1,302 | New |
| Portman Square Capital LLP | 1,300 | $394.5K | 0.07% | −400−23.5% | Reduced |
| Axq Capital, LP | 1,300 | $394.5K | 0.49% | +1,300 | New |
| Assetmark, Inc | 1,292 | $392.2K | 0.00% | −74−5.4% | Reduced |
| MJP Associates Inc | 1,290 | $391.5K | 0.13% | −11−0.8% | Reduced |
| Arkadios Wealth Advisors | 1,274 | $386.5K | 0.04% | +63+5.2% | Added |
| Mission Wealth Management, LP | 1,270 | $385.5K | 0.01% | +27+2.2% | Added |
| Pinnacle Associates Ltd | 1,269 | $385.2K | 0.01% | −19−1.5% | Reduced |
| KMG Fiduciary Partners, LLC | 1,262 | $383.0K | 0.05% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,262 | $382.9K | 0.24% | −559−30.7% | Reduced |
| V-Square Quantitative Management LLC | 1,261 | $382.7K | 0.28% | −179−12.4% | Reduced |
| Stephens Consulting, LLC | 1,260 | $382.4K | 0.15% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,259 | $382.1K | 0.02% | −29−2.3% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 1,250 | $379.4K | 0.06% | 00.0% | Unchanged |
| Advisory Research Inc | 1,241 | $376.6K | 0.05% | +1,241 | New |
| Resolute Wealth Strategies, LLC | 1,233 | $374.3K | 0.29% | −64−4.9% | Reduced |
| Mirova | 1,231 | $373.6K | 0.07% | −1,340−52.1% | Reduced |
| Advisors Capital Management, LLC | 1,224 | $372.0K | 0.01% | −38−3.0% | Reduced |
| 9258 Wealth Management, LLC | 1,221 | $370.5K | 0.07% | +4+0.3% | Added |
| SRS Capital Advisors, Inc. | 1,220 | $370.3K | 0.05% | +26+2.2% | Added |
| Hartford Funds Management Co LLC | 1,211 | $367.5K | 0.04% | +137+12.8% | Added |
| Vantage Consulting Group Inc | 1,204 | $365.4K | 0.21% | −170−12.4% | Reduced |
| Syntax Advisors, LLC | 1,204 | $365.4K | 0.29% | −170−12.4% | Reduced |
| Denali Advisors LLC | 1,200 | $364.2K | 0.13% | +1,200 | New |
| Valeo Financial Advisors, LLC | 1,198 | $363.6K | 0.02% | +92+8.3% | Added |
| Pacific Global Investment Management CO | 1,189 | $360.8K | 0.07% | −66−5.3% | Reduced |
| Financial Advisory Service, Inc. | 1,186 | $359.9K | 0.05% | +46+4.0% | Added |
| State of Wyoming | 1,174 | $356.3K | 0.10% | +335+39.9% | Added |
| PCG Wealth Advisors, LLC | 1,171 | $355.4K | 0.22% | −45−3.7% | Reduced |
| PFG Advisors | 1,169 | $354.8K | 0.03% | +78+7.1% | Added |
| Fukoku Mutual Life Insurance Co | 1,161 | $352.3K | 0.03% | 00.0% | Unchanged |
| First Light Asset Management, LLC | 1,160 | $352.0K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,154 | $350.1K | 0.04% | −9−0.8% | Reduced |
| Landmark Financial Advisors, LLC | 1,152 | $349.6K | 0.14% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,148 | $348.4K | 0.02% | −39−3.3% | Reduced |
| Tobam | 1,144 | $347.0K | 0.03% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,137 | $345.0K | 0.02% | −103−8.3% | Reduced |
| Transcend Wealth Collective, LLC | 1,133 | $343.8K | 0.03% | +11+1.0% | Added |
| Aveo Capital Partners, LLC | 1,130 | $342.9K | 0.04% | +99+9.6% | Added |
| Capital Advisors Inc | 1,119 | $339.6K | 0.01% | −168−13.1% | Reduced |
| Howland Capital Management LLC | 1,103 | $334.7K | 0.02% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 1,103 | $334.7K | 0.00% | 00.0% | Unchanged |
| Philadelphia Trust Co | 1,097 | $333.0K | 0.03% | +1,097 | New |
| Van Hulzen Asset Management, LLC | 1,098 | $333.0K | 0.03% | +1,098 | New |
| Beck Mack & Oliver LLC | 1,095 | $332.3K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 1,087 | $329.9K | 0.05% | −108−9.0% | Reduced |
| Matrix Private Capital Group LLC | 1,077 | $326.8K | 0.24% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 1,076 | $325.9K | 0.01% | −13,647−92.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,064 | $322.9K | 0.01% | −65−5.8% | Reduced |
| Affinity Investment Advisors, LLC | 1,062 | $322.3K | 0.19% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,060 | $321.7K | 0.34% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,101 | $321.2K | 0.01% | −268−19.6% | Reduced |
| Seven Springs Wealth Group, LLC | 1,049 | $318.4K | 0.15% | +193+22.5% | Added |
| Hoey Investments, Inc | 1,045 | $317.1K | 0.10% | −112−9.7% | Reduced |
| American Trust | 1,041 | $315.9K | 0.02% | −340−24.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,040 | $315.6K | 0.10% | −530−33.8% | Reduced |
| Douglas Lane & Associates, LLC | 1,040 | $315.6K | 0.01% | 00.0% | Unchanged |
| Essex Savings Bank | 1,031 | $312.9K | 0.10% | −59−5.4% | Reduced |
| Resources Investment Advisors, LLC. | 1,022 | $310.1K | 0.01% | +68+7.1% | Added |
| United Asset Strategies, Inc. | 1,014 | $307.7K | 0.04% | +1,014 | New |
| Moreno Evelyn V | 1,011 | $306.8K | 0.07% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,010 | $306.5K | 0.04% | −3,994−79.8% | Reduced |
| Belpointe Asset Management LLC | 1,008 | $306.1K | 0.03% | −1,094−52.0% | Reduced |
| Sierra Capital LLC | 1,009 | $306.0K | 0.05% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 1,008 | $305.9K | 0.15% | −24−2.3% | Reduced |
| Abn Amro Investment Solutions | 1,004 | $304.7K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,000 | $303.5K | 0.00% | 00.0% | Unchanged |
| First American Bank | 1,000 | $303.5K | 0.03% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 1,000 | $303.5K | 0.04% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,000 | $303.5K | 0.01% | 00.0% | Unchanged |
| Diametric Capital, LP | 996 | $302.3K | 0.13% | +996 | New |
| First Citizens Bank & Trust Co | 995 | $302.0K | 0.01% | −13−1.3% | Reduced |
| NorthRock Partners, LLC | 988 | $299.8K | 0.03% | −147−13.0% | Reduced |
| Balentine LLC | 987 | $299.5K | 0.01% | +81+8.9% | Added |
| SC&H Financial Advisors, Inc. | 985 | $299.0K | 0.10% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 975 | $295.9K | 0.01% | −320−24.7% | Reduced |
| Forum Financial Management, LP | 973 | $295.3K | 0.01% | 00.0% | Unchanged |
| Geller Advisors LLC | 968 | $293.8K | 0.04% | −164−14.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 966 | $293.0K | 0.05% | −2−0.2% | Reduced |
| Camarda Financial Advisors, LLC | 965 | $292.9K | 0.15% | +965 | New |
| Covestor Ltd | 960 | $291.0K | 0.22% | −60−5.9% | Reduced |
| Koss-Olinger Consulting, LLC | 955 | $290.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 954 | $289.5K | 0.10% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 940 | $285.3K | 0.16% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 939 | $285.0K | 0.11% | −9−0.9% | Reduced |