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, 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 | 1,342 | $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, 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 |
|---|---|---|---|---|---|
| PFG Private Wealth Management, LLC | 199 | $49.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 197 | $48.5K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 194 | $47.7K | 0.00% | −560−74.3% | Reduced |
| Zions Bancorporation, N.A. | 190 | $46.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 186 | $45.8K | 0.01% | −3−1.6% | Reduced |
| Emfo, LLC | 181 | $44.5K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 180 | $44.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 174 | $42.8K | 0.04% | 00.0% | Unchanged |
| Red Tortoise LLC | 170 | $41.8K | 0.03% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 165 | $40.0K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 160 | $39.4K | 0.03% | −278−63.5% | Reduced |
| Concord Wealth Partners | 151 | $37.1K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 146 | $35.9K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 138 | $33.9K | 0.01% | −8−5.5% | Reduced |
| Core Alternative Capital | 134 | $33.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 131 | $32.2K | 0.01% | +131 | New |
| Abound Wealth Management | 128 | $31.4K | 0.01% | +3+2.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 122 | $30.0K | 0.02% | +122 | New |
| RFP Financial Group LLC | 118 | $29.0K | 0.01% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 109 | $26.8K | 0.02% | +109 | New |
| Bell Investment Advisors, Inc | 108 | $26.6K | 0.01% | −5−4.4% | Reduced |
| Northwest Investment Counselors, LLC | 108 | $26.6K | 0.01% | +52+92.9% | Added |
| GoalVest Advisory LLC | 106 | $26.1K | 0.01% | +106 | New |
| Financial Management Professionals, Inc. | 104 | $26.0K | 0.00% | −1−1.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 105 | $25.8K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 105 | $25.8K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 100 | $25.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 101 | $24.8K | 0.00% | +11+12.2% | Added |
| Stone House Investment Management, LLC | 100 | $24.6K | 0.01% | +100 | New |
| Plante Moran Financial Advisors, LLC | 98 | $24.1K | 0.00% | +27+38.0% | Added |
| Brown, Lisle/Cummings, Inc. | 95 | $23.4K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 95 | $23.4K | 0.00% | +95 | New |
| Operose Advisors LLC | 95 | $23.4K | 0.01% | +95 | New |
| WR Wealth Planners, LLC | 94 | $23.1K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 90 | $22.1K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 90 | $22.1K | 0.01% | +23+34.3% | Added |
| Canton Hathaway, LLC | 85 | $21.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 80 | $19.7K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 77 | $19.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 75 | $18.4K | 0.00% | −15−16.7% | Reduced |
| Versant Capital Management, Inc | 70 | $17.2K | 0.01% | −1−1.4% | Reduced |
| JFS Wealth Advisors, LLC | 65 | $16.0K | 0.00% | −2−3.0% | Reduced |
| Trust Co of Vermont | 64 | $15.7K | 0.00% | −660−91.2% | Reduced |
| Harbour Investments, Inc. | 64 | $15.7K | 0.00% | −1−1.5% | Reduced |
| Cape Investment Advisory, Inc. | 60 | $14.8K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 55 | $13.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 53 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 50 | $12.3K | 0.01% | −156−75.7% | Reduced |
| Halpern Financial, Inc. | 50 | $12.3K | 0.00% | −45−47.4% | Reduced |
| JCIC Asset Management Inc. | 50 | $12.3K | 0.01% | −10−16.7% | Reduced |
| Asset Dedication, LLC | 51 | $12.0K | 0.00% | +38+292.3% | Added |
| Carolinas Wealth Consulting LLC | 52 | $11.8K | 0.00% | −794−93.9% | Reduced |
| Evermay Wealth Management LLC | 42 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 40 | $9.84K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 40 | $9.84K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 39 | $9.59K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 37 | $9.10K | 0.00% | −3,008−98.8% | Reduced |
| Anchor Investment Management, LLC | 37 | $9.10K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 37 | $9.10K | 0.00% | +37 | New |
| Key Financial Inc | 32 | $7.87K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 30 | $7.38K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $7.38K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 30 | $7.00K | 0.00% | +30 | New |
| Macroview Investment Management LLC | 27 | $6.72K | 0.01% | +27 | New |
| Rock Creek Group, LP | 27 | $6.64K | 0.00% | +27 | New |
| Column Capital Advisors, LLC | 25 | $6.15K | 0.00% | −32−56.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 25 | $6.15K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 24 | $5.90K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 21 | $5.17K | 0.00% | +12+133.3% | Added |
| SJS Investment Consulting Inc. | 20 | $4.92K | 0.00% | −1−4.8% | Reduced |
| Kozak & Associates, Inc. | 20 | $4.92K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 19 | $4.67K | 0.00% | +19 | New |
| Chilton Capital Management LLC | 18 | $4.43K | 0.00% | 00.0% | Unchanged |
| Motco | 17 | $4.18K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 15 | $3.69K | 0.00% | +15 | New |
| PayPay Securities Corp | 18 | $3.60K | 0.17% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 14 | $3.47K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 14 | $3.44K | 0.00% | +14 | New |
| Authentikos Wealth Advisory, LLC | 13 | $3.20K | 0.00% | +13 | New |
| KB Financial Partners, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $2.46K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 10 | $2.46K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9 | $2.21K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9 | $2.21K | 0.00% | +9 | New |
| Cypress Capital Management LLC (WY) | 7 | $1.72K | 0.00% | +7 | New |
| MCF Advisors LLC | 6 | $1.48K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $1.23K | 0.00% | −1−16.7% | Reduced |
| Wolff Wiese Magana LLC | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3 | $1.00K | 0.00% | −1,736−99.8% | Reduced |
| Avion Wealth | 9 | $1.00K | 0.00% | +1+12.5% | Added |
| WestEnd Advisors, LLC | 3 | $738 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 3 | $738 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 2 | $607 | 0.00% | +1+100.0% | Added |
| Cornerstone Planning Group LLC | 2 | $492 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 1 | $332 | 0.00% | −302−99.7% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $246 | 0.00% | +1 | New |