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, Q3 2023
Institutional positions in HCA Healthcare, Inc. as of Sep 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
- 1,002
- −4 vs. Q2 2023
- Shares held
- 168.6M
- −4.76M (−2.7%) vs. Q2 2023
- Total value
- $41.6B
- −$10.9B (−20.8%) vs. Q2 2023
- New holders
- 105
- 361 more added
- Sold out
- 109
- 369 more reduced
9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding HCA Healthcare, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 197 | $48.5K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $49.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 198 | $49.0K | 0.01% | −1−0.5% | Reduced |
| Citizens National Bank Trust Department | 200 | $49.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 211 | $52.0K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 225 | $55.3K | 0.02% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 225 | $55.3K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 251 | $61.8K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 252 | $62.0K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 259 | $64.0K | 0.01% | −5−1.9% | Reduced |
| MV Capital Management, Inc. | 267 | $65.7K | 0.01% | −8−2.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 285 | $70.1K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 288 | $70.8K | 0.03% | +288 | New |
| Glassman Wealth Services | 291 | $71.6K | 0.01% | −7−2.3% | Reduced |
| Boyd Watterson Asset Management LLC | 292 | $71.8K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $73.8K | 0.05% | −150−33.3% | Reduced |
| Valley National Advisers Inc | 314 | $77.0K | 0.01% | +18+6.1% | Added |
| Geneos Wealth Management Inc. | 320 | $78.7K | 0.00% | +207+183.2% | Added |
| Bartlett & Co. Wealth Management LLC | 320 | $78.7K | 0.00% | +320 | New |
| Bartlett & Co. LLC | 320 | $79.0K | 0.00% | +320 | New |
| Massmutual Trust Co FSB | 323 | $79.5K | 0.00% | +24+8.0% | Added |
| Tacita Capital Inc | 335 | $82.4K | 0.06% | +65+24.1% | Added |
| Smithfield Trust Co | 345 | $85.0K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 350 | $86.1K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 364 | $89.6K | 0.01% | +50+15.9% | Added |
| Jones Financial Companies LLLP | 379 | $93.2K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 383 | $94.2K | 0.00% | +324+549.2% | Added |
| AlphaCentric Advisors LLC | 390 | $95.9K | 0.05% | −41−9.5% | Reduced |
| Archer Investment Corp | 400 | $98.4K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 425 | $104.6K | 0.01% | +367+632.8% | Added |
| Parkside Financial Bank & Trust | 426 | $104.8K | 0.02% | +15+3.6% | Added |
| Byrne Asset Management LLC | 425 | $105.0K | 0.09% | 00.0% | Unchanged |
| Sandy Spring Bank | 440 | $108.2K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 447 | $110.0K | 0.01% | +447 | New |
| Covestor Ltd | 452 | $111.0K | 0.08% | −508−52.9% | Reduced |
| Whittier Trust Co | 454 | $111.7K | 0.00% | +15+3.4% | Added |
| Mirova | 455 | $111.9K | 0.02% | −776−63.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $114.0K | 0.00% | −500−50.0% | Reduced |
| Ulland Investment Advisors, LLC | 467 | $115.0K | 0.13% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 476 | $117.1K | 0.01% | +476 | New |
| Prestige Wealth Management Group LLC | 478 | $117.6K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 500 | $123.0K | 0.07% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 516 | $126.9K | 0.01% | +71+16.0% | Added |
| Resurgent Financial Advisors LLC | 523 | $128.6K | 0.09% | −73−12.2% | Reduced |
| South State Corp. | 549 | $135.0K | 0.01% | −10−1.8% | Reduced |
| GHP Investment Advisors, Inc. | 572 | $135.8K | 0.01% | +7+1.2% | Added |
| Heritage Wealth Advisors | 558 | $137.2K | 0.01% | +1+0.2% | Added |
| EverSource Wealth Advisors, LLC | 591 | $145.4K | 0.02% | −7−1.2% | Reduced |
| Alta Advisers Ltd | 600 | $147.6K | 0.09% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 609 | $149.8K | 0.04% | +9+1.5% | Added |
| Private Trust Co NA | 624 | $153.5K | 0.02% | −1−0.2% | Reduced |
| AdvisorNet Financial, Inc | 649 | $159.6K | 0.01% | +9+1.4% | Added |
| Bank of New Hampshire | 650 | $159.9K | 0.05% | 00.0% | Unchanged |
| AXS Investments LLC | 715 | $175.9K | 0.05% | −4,450−86.2% | Reduced |
| Grove Bank & Trust | 728 | $179.1K | 0.04% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 738 | $181.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 782 | $192.4K | 0.00% | +416+113.7% | Added |
| Lee Financial Co | 782 | $192.5K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 789 | $194.0K | 0.01% | +260+49.1% | Added |
| Paradigm Asset Management Co LLC | 800 | $196.8K | 0.06% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 815 | $200.5K | 0.03% | −73−8.2% | Reduced |
| Moors & Cabot, Inc. | 819 | $201.6K | 0.01% | −4−0.5% | Reduced |
| Leonteq Securities AG | 824 | $202.7K | 0.02% | +81+10.9% | Added |
| Quent Capital, LLC | 824 | $202.7K | 0.03% | +1+0.1% | Added |
| Affinity Investment Advisors, LLC | 833 | $204.9K | 0.13% | −229−21.6% | Reduced |
| Oak Thistle LLC | 838 | $206.1K | 0.06% | +838 | New |
| SFMG, LLC | 847 | $208.3K | 0.02% | +1+0.1% | Added |
| Diligent Investors, LLC | 860 | $211.6K | 0.06% | −1−0.1% | Reduced |
| Manhattan West Asset Management, LLC | 884 | $213.0K | 0.07% | −55−5.9% | Reduced |
| Fairfield Financial Advisors, LTD | 867 | $213.3K | 0.09% | +867 | New |
| Independent Advisor Alliance | 876 | $215.6K | 0.01% | −39−4.3% | Reduced |
| Allstate Corp | 880 | $216.5K | 0.01% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 887 | $218.2K | 0.07% | +154+21.0% | Added |
| Arthur M. Cohen & Associates, LLC | 892 | $219.4K | 0.06% | 00.0% | Unchanged |
| Hoey Investments, Inc | 894 | $219.9K | 0.07% | −151−14.4% | Reduced |
| Lockerman Financial Group, Inc. | 900 | $221.4K | 0.60% | 00.0% | Unchanged |
| Umb Bank N A | 904 | $222.4K | 0.00% | +50+5.9% | Added |
| Abn Amro Investment Solutions | 909 | $223.6K | 0.00% | −95−9.5% | Reduced |
| Verum Partners LLC | 912 | $224.3K | 0.10% | +912 | New |
| Edmp, Inc. | 915 | $225.1K | 0.23% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 915 | $225.1K | 0.03% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 922 | $226.9K | 0.06% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 928 | $228.0K | 0.13% | +3+0.3% | Added |
| Luken Investment Analytics, LLC | 940 | $231.2K | 0.13% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 942 | $231.7K | 0.02% | +54+6.1% | Added |
| Interchange Capital Partners, LLC | 945 | $232.5K | 0.18% | +28+3.1% | Added |
| PDS Planning, Inc | 948 | $233.2K | 0.03% | +30+3.3% | Added |
| State of Wyoming | 950 | $233.7K | 0.05% | −224−19.1% | Reduced |
| Wealth Alliance | 952 | $234.2K | 0.04% | −135−12.4% | Reduced |
| Rosenberg Matthew Hamilton | 954 | $234.7K | 0.08% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 955 | $235.0K | 0.03% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 959 | $236.0K | 0.09% | −690−41.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 962 | $236.5K | 0.04% | −4−0.4% | Reduced |
| Congress Wealth Management LLC | 964 | $237.1K | 0.00% | −11−1.1% | Reduced |
| Seaport Global Advisors, LLC | 965 | $237.4K | 0.71% | −965−50.0% | Reduced |
| Forum Financial Management, LP | 973 | $239.3K | 0.01% | 00.0% | Unchanged |
| MJP Associates Inc | 979 | $240.9K | 0.07% | −311−24.1% | Reduced |
| SC&H Financial Advisors, Inc. | 985 | $242.3K | 0.08% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 990 | $243.5K | 0.01% | +990 | New |
| Geller Advisors LLC | 996 | $245.0K | 0.03% | +28+2.9% | Added |