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 |
|---|---|---|---|---|---|
| NJ State Employees Deferred Compensation Plan | 1,000 | $246.0K | 0.04% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,000 | $246.0K | 0.02% | 00.0% | Unchanged |
| Geller Advisors LLC | 996 | $245.0K | 0.03% | +28+2.9% | Added |
| Aptus Capital Advisors, LLC | 990 | $243.5K | 0.01% | +990 | New |
| SC&H Financial Advisors, Inc. | 985 | $242.3K | 0.08% | 00.0% | Unchanged |
| MJP Associates Inc | 979 | $240.9K | 0.07% | −311−24.1% | Reduced |
| Forum Financial Management, LP | 973 | $239.3K | 0.01% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 965 | $237.4K | 0.71% | −965−50.0% | Reduced |
| Congress Wealth Management LLC | 964 | $237.1K | 0.00% | −11−1.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 962 | $236.5K | 0.04% | −4−0.4% | Reduced |
| Karpas Strategies, LLC | 959 | $236.0K | 0.09% | −690−41.8% | Reduced |
| Koss-Olinger Consulting, LLC | 955 | $235.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 954 | $234.7K | 0.08% | 00.0% | Unchanged |
| Wealth Alliance | 952 | $234.2K | 0.04% | −135−12.4% | Reduced |
| State of Wyoming | 950 | $233.7K | 0.05% | −224−19.1% | Reduced |
| PDS Planning, Inc | 948 | $233.2K | 0.03% | +30+3.3% | Added |
| Interchange Capital Partners, LLC | 945 | $232.5K | 0.18% | +28+3.1% | Added |
| Hallmark Capital Management Inc | 942 | $231.7K | 0.02% | +54+6.1% | Added |
| Luken Investment Analytics, LLC | 940 | $231.2K | 0.13% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 928 | $228.0K | 0.13% | +3+0.3% | Added |
| Abacus Planning Group, Inc. | 922 | $226.9K | 0.06% | 00.0% | Unchanged |
| Edmp, Inc. | 915 | $225.1K | 0.23% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 915 | $225.1K | 0.03% | 00.0% | Unchanged |
| Verum Partners LLC | 912 | $224.3K | 0.10% | +912 | New |
| Abn Amro Investment Solutions | 909 | $223.6K | 0.00% | −95−9.5% | Reduced |
| Umb Bank N A | 904 | $222.4K | 0.00% | +50+5.9% | Added |
| Lockerman Financial Group, Inc. | 900 | $221.4K | 0.60% | 00.0% | Unchanged |
| Hoey Investments, Inc | 894 | $219.9K | 0.07% | −151−14.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 892 | $219.4K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 887 | $218.2K | 0.07% | +154+21.0% | Added |
| Allstate Corp | 880 | $216.5K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 876 | $215.6K | 0.01% | −39−4.3% | Reduced |
| Fairfield Financial Advisors, LTD | 867 | $213.3K | 0.09% | +867 | New |
| Manhattan West Asset Management, LLC | 884 | $213.0K | 0.07% | −55−5.9% | Reduced |
| Diligent Investors, LLC | 860 | $211.6K | 0.06% | −1−0.1% | Reduced |
| SFMG, LLC | 847 | $208.3K | 0.02% | +1+0.1% | Added |
| Oak Thistle LLC | 838 | $206.1K | 0.06% | +838 | New |
| Affinity Investment Advisors, LLC | 833 | $204.9K | 0.13% | −229−21.6% | Reduced |
| Quent Capital, LLC | 824 | $202.7K | 0.03% | +1+0.1% | Added |
| Leonteq Securities AG | 824 | $202.7K | 0.02% | +81+10.9% | Added |
| Moors & Cabot, Inc. | 819 | $201.6K | 0.01% | −4−0.5% | Reduced |
| Aaron Wealth Advisors | 815 | $200.5K | 0.03% | −73−8.2% | Reduced |
| Paradigm Asset Management Co LLC | 800 | $196.8K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 789 | $194.0K | 0.01% | +260+49.1% | Added |
| Lee Financial Co | 782 | $192.5K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 782 | $192.4K | 0.00% | +416+113.7% | Added |
| Systematic Alpha Investments, LLC | 738 | $181.5K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 728 | $179.1K | 0.04% | 00.0% | Unchanged |
| AXS Investments LLC | 715 | $175.9K | 0.05% | −4,450−86.2% | Reduced |
| Bank of New Hampshire | 650 | $159.9K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 649 | $159.6K | 0.01% | +9+1.4% | Added |
| Private Trust Co NA | 624 | $153.5K | 0.02% | −1−0.2% | Reduced |
| Hexagon Capital Partners LLC | 609 | $149.8K | 0.04% | +9+1.5% | Added |
| Alta Advisers Ltd | 600 | $147.6K | 0.09% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 591 | $145.4K | 0.02% | −7−1.2% | Reduced |
| Heritage Wealth Advisors | 558 | $137.2K | 0.01% | +1+0.2% | Added |
| GHP Investment Advisors, Inc. | 572 | $135.8K | 0.01% | +7+1.2% | Added |
| South State Corp. | 549 | $135.0K | 0.01% | −10−1.8% | Reduced |
| Resurgent Financial Advisors LLC | 523 | $128.6K | 0.09% | −73−12.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 516 | $126.9K | 0.01% | +71+16.0% | Added |
| First Financial Corp | 500 | $123.0K | 0.07% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 478 | $117.6K | 0.03% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 476 | $117.1K | 0.01% | +476 | New |
| Ulland Investment Advisors, LLC | 467 | $115.0K | 0.13% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $114.0K | 0.00% | −500−50.0% | Reduced |
| Mirova | 455 | $111.9K | 0.02% | −776−63.0% | Reduced |
| Whittier Trust Co | 454 | $111.7K | 0.00% | +15+3.4% | Added |
| Covestor Ltd | 452 | $111.0K | 0.08% | −508−52.9% | Reduced |
| Salomon & Ludwin, LLC | 447 | $110.0K | 0.01% | +447 | New |
| Sandy Spring Bank | 440 | $108.2K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 425 | $105.0K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 426 | $104.8K | 0.02% | +15+3.6% | Added |
| Sunbelt Securities, Inc. | 425 | $104.6K | 0.01% | +367+632.8% | Added |
| Archer Investment Corp | 400 | $98.4K | 0.03% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 390 | $95.9K | 0.05% | −41−9.5% | Reduced |
| Advisors Asset Management, Inc. | 383 | $94.2K | 0.00% | +324+549.2% | Added |
| Jones Financial Companies LLLP | 379 | $93.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 364 | $89.6K | 0.01% | +50+15.9% | Added |
| Y.D. More Investments Ltd | 350 | $86.1K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 345 | $85.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 335 | $82.4K | 0.06% | +65+24.1% | Added |
| Massmutual Trust Co FSB | 323 | $79.5K | 0.00% | +24+8.0% | Added |
| Bartlett & Co. LLC | 320 | $79.0K | 0.00% | +320 | New |
| 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 |
| Valley National Advisers Inc | 314 | $77.0K | 0.01% | +18+6.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 300 | $73.8K | 0.05% | −150−33.3% | Reduced |
| Boyd Watterson Asset Management LLC | 292 | $71.8K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 291 | $71.6K | 0.01% | −7−2.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 288 | $70.8K | 0.03% | +288 | New |
| Edmond de Rothschild Holding S.A. | 285 | $70.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 267 | $65.7K | 0.01% | −8−2.9% | Reduced |
| GeoWealth Management, LLC | 259 | $64.0K | 0.01% | −5−1.9% | Reduced |
| Westside Investment Management, Inc. | 252 | $62.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 251 | $61.8K | 0.04% | 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 |
| Creative Financial Designs Inc | 211 | $52.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 200 | $49.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 198 | $49.0K | 0.01% | −1−0.5% | Reduced |