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; 1,342 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 | 1,342 | $51.2B |
| Q1 2026 | 1,426 | $62.1B |
| Q4 2025 | 1,399 | $63.7B |
| Q3 2025 | 1,288 | $58.3B |
| Q2 2025 | 1,249 | $56.2B |
| Q1 2025 | 1,226 | $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 |
|---|---|---|---|---|---|
| Convergence Investment Partners, LLC | 925 | $281.0K | 0.16% | −65−6.6% | Reduced |
| Abacus Planning Group, Inc. | 922 | $279.8K | 0.07% | −79−7.9% | Reduced |
| PDS Planning, Inc | 918 | $278.6K | 0.04% | +918 | New |
| Interchange Capital Partners, LLC | 917 | $278.3K | 0.21% | −2,878−75.8% | Reduced |
| Independent Advisor Alliance | 915 | $277.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 915 | $277.7K | 0.04% | 00.0% | Unchanged |
| Edmp, Inc. | 915 | $277.7K | 0.26% | +100+12.3% | Added |
| Lockerman Financial Group, Inc. | 900 | $273.1K | 0.76% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 892 | $270.7K | 0.11% | −1,485−62.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 892 | $270.7K | 0.07% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 888 | $269.5K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 888 | $269.5K | 0.04% | +44+5.2% | Added |
| Allstate Corp | 880 | $267.1K | 0.02% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 869 | $263.7K | 0.33% | −102−10.5% | Reduced |
| Granite Investment Partners, LLC | 866 | $262.8K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 861 | $261.3K | 0.08% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 858 | $260.3K | 0.08% | −97−10.2% | Reduced |
| Umb Bank N A | 854 | $259.2K | 0.00% | −18−2.1% | Reduced |
| Eqis Capital Management, Inc. | 850 | $257.9K | 0.03% | −288−25.3% | Reduced |
| Carolinas Wealth Consulting LLC | 846 | $256.8K | 0.05% | −64−7.0% | Reduced |
| SFMG, LLC | 846 | $256.7K | 0.03% | +27+3.3% | Added |
| Moors & Cabot, Inc. | 823 | $249.9K | 0.02% | +4+0.5% | Added |
| Quent Capital, LLC | 823 | $249.9K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 819 | $248.5K | 0.02% | +819 | New |
| ProVise Management Group, LLC | 817 | $247.9K | 0.02% | −483−37.2% | Reduced |
| Arete Wealth Advisors, LLC | 811 | $246.0K | 0.02% | −1,079−57.1% | Reduced |
| Aspen Investment Management Inc | 808 | $245.0K | 0.15% | +808 | New |
| Martingale Asset Management L P | 805 | $244.3K | 0.00% | +805 | New |
| Paradigm Asset Management Co LLC | 800 | $242.8K | 0.07% | −2,800−77.8% | Reduced |
| Point72 Asset Management, L.P. | 799 | $242.6K | 0.00% | +799 | New |
| Money Concepts Capital Corp | 797 | $241.9K | 0.02% | +797 | New |
| Trust Investment Advisors | 796 | $241.6K | 0.20% | +796 | New |
| Lee Financial Co | 782 | $237.4K | 0.04% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 771 | $234.0K | 0.21% | −47−5.7% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 767 | $232.8K | 0.17% | −208,931−99.6% | Reduced |
| Ifrah Financial Services, Inc. | 762 | $231.3K | 0.07% | −10−1.3% | Reduced |
| Capstone Investment Advisors, LLC | 754 | $228.8K | 0.01% | +749+14,980.0% | Added |
| Smith, Moore & Co. | 751 | $227.9K | 0.03% | +751 | New |
| Beacon Investment Advisory Services, Inc. | 745 | $226.1K | 0.01% | −66−8.1% | Reduced |
| Leonteq Securities AG | 743 | $225.5K | 0.02% | +53+7.7% | Added |
| Mather Group, LLC. | 740 | $224.6K | 0.00% | +740 | New |
| Avenue 1 Advisors, LLC | 739 | $224.3K | 0.11% | −43−5.5% | Reduced |
| Jump Financial, LLC | 739 | $224.3K | 0.01% | +739 | New |
| Gladstone Institutional Advisory LLC | 739 | $224.2K | 0.01% | +739 | New |
| Systematic Alpha Investments, LLC | 738 | $224.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 733 | $222.5K | 0.08% | +733 | New |
| Grove Bank & Trust | 728 | $220.9K | 0.04% | 00.0% | Unchanged |
| Monument Capital Management | 726 | $220.3K | 0.07% | +726 | New |
| Dakota Wealth Management | 725 | $220.0K | 0.01% | +725 | New |
| Two Sigma Securities, LLC | 724 | $219.7K | 0.02% | −2,264−75.8% | Reduced |
| Trust Co of Vermont | 724 | $219.7K | 0.01% | 00.0% | Unchanged |
| Farmers Trust Co | 723 | $219.4K | 0.05% | −47−6.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 722 | $219.1K | 0.01% | +722 | New |
| Lifeworks Advisors, LLC | 721 | $218.8K | 0.09% | +721 | New |
| Simplify Asset Management Inc. | 719 | $218.2K | 0.04% | +719 | New |
| Frank, Rimerman Advisors LLC | 711 | $215.8K | 0.05% | −122−14.6% | Reduced |
| Gilbert & Cook, Inc. | 706 | $214.3K | 0.03% | +706 | New |
| Iron Financial, LLC | 701 | $212.8K | 0.11% | +701 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 701 | $212.7K | 0.03% | +701 | New |
| CTC Alternative Strategies, Ltd. | 700 | $212.4K | 0.26% | +700 | New |
| Perfromance Wealth Partners, LLC | 710 | $211.8K | 0.01% | +710 | New |
| J.W. Cole Advisors, Inc. | 693 | $210.3K | 0.02% | +693 | New |
| Equitable Holdings, Inc. | 691 | $209.7K | 0.00% | +691 | New |
| E Fund Management Co., Ltd. | 690 | $209.0K | 0.02% | −96−12.2% | Reduced |
| Arrow Investment Advisors, LLC | 688 | $208.8K | 0.16% | +688 | New |
| Sigma Planning Corp | 687 | $208.5K | 0.01% | +687 | New |
| Stock Yards Bank & Trust Co | 678 | $205.8K | 0.01% | +678 | New |
| Proficio Capital Partners LLC | 675 | $205.0K | 0.03% | +675 | New |
| IMS Capital Management | 670 | $203.3K | 0.11% | +670 | New |
| Elevatus Welath Management | 666 | $202.2K | 0.14% | +666 | New |
| Bank of New Hampshire | 650 | $197.3K | 0.06% | +5+0.8% | Added |
| AdvisorNet Financial, Inc | 640 | $194.2K | 0.02% | −26−3.9% | Reduced |
| Private Trust Co NA | 625 | $189.7K | 0.02% | +13+2.1% | Added |
| Alta Advisers Ltd | 600 | $182.1K | 0.10% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 600 | $182.1K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 598 | $181.5K | 0.02% | +6+1.0% | Added |
| Resurgent Financial Advisors LLC | 596 | $180.9K | 0.12% | −19−3.1% | Reduced |
| Globeflex Capital L P | 569 | $172.7K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 559 | $169.6K | 0.02% | −83−12.9% | Reduced |
| Heritage Wealth Advisors | 557 | $169.1K | 0.01% | −16−2.8% | Reduced |
| Capital Analysts, LLC | 529 | $161.0K | 0.01% | +139+35.6% | Added |
| GHP Investment Advisors, Inc. | 565 | $152.3K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 500 | $151.7K | 0.10% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 478 | $145.1K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 476 | $144.5K | 0.03% | +16+3.5% | Added |
| Ulland Investment Advisors, LLC | 467 | $142.0K | 0.15% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 450 | $136.6K | 0.08% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 445 | $135.1K | 0.01% | +29+7.0% | Added |
| Sandy Spring Bank | 440 | $133.5K | 0.01% | −20−4.3% | Reduced |
| Whittier Trust Co | 439 | $133.2K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 438 | $132.9K | 0.10% | −190−30.3% | Reduced |
| AlphaCentric Advisors LLC | 431 | $130.8K | 0.07% | +431 | New |
| Byrne Asset Management LLC | 425 | $129.0K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 411 | $124.7K | 0.03% | +7+1.7% | Added |
| Spire Wealth Management | 410 | $124.5K | 0.00% | −7−1.7% | Reduced |
| Archer Investment Corp | 400 | $121.4K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 379 | $115.0K | 0.00% | −2−0.5% | Reduced |
| Brown Brothers Harriman & Co | 366 | $111.1K | 0.00% | −54−12.9% | Reduced |
| Y.D. More Investments Ltd | 350 | $106.2K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 345 | $105.0K | 0.01% | 00.0% | Unchanged |