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, Q4 2023
Institutional positions in HCA Healthcare, Inc. as of Dec 31, 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
- 1,058
- +68 vs. Q3 2023
- Shares held
- 168.3M
- +34.7K (0.0%) vs. Q3 2023
- Total value
- $45.6B
- +$4.00B (+9.6%) vs. Q3 2023
- New holders
- 154
- 332 more added
- Sold out
- 86
- 424 more reduced
12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding HCA Healthcare, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Core Alternative Capital | 121 | $32.8K | 0.01% | −13−9.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 122 | $33.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 125 | $33.8K | 0.00% | +125 | New |
| Concord Wealth Partners | 126 | $34.1K | 0.01% | −25−16.6% | Reduced |
| Clearstead Advisors, LLC | 136 | $36.8K | 0.00% | +35+34.7% | Added |
| Toth Financial Advisory Corp | 138 | $37.4K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 153 | $41.4K | 0.02% | +35+29.7% | Added |
| Red Tortoise LLC | 157 | $42.5K | 0.02% | −13−7.6% | Reduced |
| Valley National Advisers Inc | 162 | $43.0K | 0.01% | −152−48.4% | Reduced |
| Western Pacific Wealth Management, LP | 160 | $43.4K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 165 | $44.7K | 0.03% | −358−68.5% | Reduced |
| FinTrust Capital Advisors, LLC | 166 | $44.9K | 0.01% | +35+26.7% | Added |
| Harbour Investments, Inc. | 173 | $46.8K | 0.00% | +109+170.3% | Added |
| Emfo, LLC | 181 | $49.0K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 190 | $51.4K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 172 | $53.2K | 0.04% | +172 | New |
| Eagle Bay Advisors LLC | 197 | $53.3K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $53.9K | 0.04% | 00.0% | Unchanged |
| Optiver Holding B.V. | 199 | $53.9K | 0.00% | +199 | New |
| Benjamin F. Edwards & Company, Inc. | 200 | $54.0K | 0.00% | +200 | New |
| Citizens National Bank Trust Department | 200 | $54.1K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 200 | $54.1K | 0.01% | +200 | New |
| Turtle Creek Wealth Advisors, LLC | 201 | $54.4K | 0.02% | +201 | New |
| Washington Trust Co | 202 | $54.7K | 0.00% | +22+12.2% | Added |
| Capital Advisors, Ltd. LLC | 208 | $56.0K | 0.01% | +10+5.1% | Added |
| GoalVest Advisory LLC | 215 | $58.2K | 0.03% | +109+102.8% | Added |
| Trifecta Capital Advisors, LLC | 225 | $60.9K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 251 | $68.0K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 252 | $68.2K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 253 | $68.5K | 0.01% | +42+19.9% | Added |
| Quarry LP | 255 | $69.0K | 0.03% | +205+410.0% | Added |
| Massmutual Trust Co FSB | 265 | $71.7K | 0.00% | −58−18.0% | Reduced |
| Tacita Capital Inc | 270 | $73.1K | 0.05% | −65−19.4% | Reduced |
| MV Capital Management, Inc. | 272 | $73.6K | 0.01% | +5+1.9% | Added |
| Glassman Wealth Services | 283 | $76.6K | 0.01% | −8−2.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 285 | $77.1K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 288 | $78.0K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 292 | $79.0K | 0.03% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 299 | $80.9K | 0.00% | −177−37.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 300 | $81.2K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 319 | $86.3K | 0.00% | −1−0.3% | Reduced |
| Smithfield Trust Co | 345 | $92.0K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 350 | $94.7K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 354 | $95.8K | 0.00% | −25−6.6% | Reduced |
| Archer Investment Corp | 400 | $108.3K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 447 | $110.0K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 410 | $111.0K | 0.14% | +410 | New |
| CVA Family Office, LLC | 428 | $115.9K | 0.02% | +428 | New |
| Mirova | 430 | $116.4K | 0.02% | −25−5.5% | Reduced |
| Sandy Spring Bank | 440 | $119.1K | 0.01% | 00.0% | Unchanged |
| AJOVista, LLC | 453 | $122.6K | 0.15% | +453 | New |
| Parkside Financial Bank & Trust | 461 | $124.8K | 0.02% | +35+8.2% | Added |
| Ulland Investment Advisors, LLC | 467 | $126.0K | 0.13% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 478 | $129.4K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 486 | $131.6K | 0.01% | −63−11.5% | Reduced |
| Sunbelt Securities, Inc. | 490 | $132.5K | 0.02% | +65+15.3% | Added |
| Rakuten Investment Management, Inc. | 494 | $133.6K | 0.00% | +494 | New |
| First Financial Corp | 500 | $135.3K | 0.07% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 500 | $135.3K | 0.01% | −72−12.6% | Reduced |
| Byrne Asset Management LLC | 525 | $142.4K | 0.11% | +100+23.5% | Added |
| Heritage Wealth Advisors | 558 | $151.1K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $152.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 566 | $153.2K | 0.03% | −384−40.4% | Reduced |
| Farther Finance Advisors, LLC | 571 | $154.6K | 0.01% | +207+56.9% | Added |
| EverSource Wealth Advisors, LLC | 593 | $160.5K | 0.01% | +2+0.3% | Added |
| T. Rowe Price Investment Management, Inc. | 592 | $161.0K | 0.00% | +592 | New |
| Alta Advisers Ltd | 600 | $162.4K | 0.09% | 00.0% | Unchanged |
| Private Trust Co NA | 615 | $166.5K | 0.02% | −9−1.4% | Reduced |
| Hexagon Capital Partners LLC | 615 | $166.5K | 0.04% | +6+1.0% | Added |
| AXS Investments LLC | 627 | $169.7K | 0.04% | −88−12.3% | Reduced |
| Leonteq Securities AG | 644 | $174.3K | 0.02% | −180−21.8% | Reduced |
| Bank of New Hampshire | 650 | $175.9K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 679 | $183.8K | 0.02% | +30+4.6% | Added |
| Point72 Europe (London) LLP | 696 | $188.4K | 0.02% | +696 | New |
| Smartleaf Asset Management LLC | 734 | $194.3K | 0.05% | +734 | New |
| Grove Bank & Trust | 728 | $197.1K | 0.04% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 738 | $199.8K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 739 | $200.0K | 0.01% | +739 | New |
| Smith, Moore & Co. | 756 | $204.6K | 0.02% | +756 | New |
| JGP Global Gestao de Recursos Ltda. | 757 | $204.9K | 0.20% | +757 | New |
| Balentine LLC | 772 | $209.0K | 0.01% | −258−25.0% | Reduced |
| Brown Brothers Harriman & Co | 774 | $209.5K | 0.00% | −8−1.0% | Reduced |
| Oracle Alpha Inc. | 777 | $210.3K | 0.27% | +777 | New |
| Norway Savings Bank | 779 | $210.9K | 0.09% | +779 | New |
| Lee Financial Co | 782 | $211.8K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 785 | $212.5K | 0.02% | −130−14.2% | Reduced |
| Snowden Capital Advisors LLC | 799 | $216.3K | 0.01% | −515−39.2% | Reduced |
| Paradigm Asset Management Co LLC | 800 | $216.5K | 0.06% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 800 | $216.5K | 0.11% | +800 | New |
| Catalyst Financial Partners LLC | 801 | $216.8K | 0.06% | −86−9.7% | Reduced |
| Tilt Investment Management Holdings, PBC | 802 | $217.1K | 0.23% | −7,471−90.3% | Reduced |
| Aspen Investment Management Inc | 808 | $219.0K | 0.12% | +808 | New |
| Mesirow Financial Investment Management, Inc. | 810 | $219.3K | 0.01% | +810 | New |
| Y-Intercept (Hong Kong) Ltd | 816 | $220.9K | 0.02% | −10,024−92.5% | Reduced |
| Moors & Cabot, Inc. | 823 | $222.9K | 0.01% | +4+0.5% | Added |
| GeoWealth Management, LLC | 826 | $223.0K | 0.02% | +567+218.9% | Added |
| Quent Capital, LLC | 825 | $223.2K | 0.03% | +1+0.1% | Added |
| Fisher Asset Management, LLC | 825 | $223.4K | 0.00% | +825 | New |
| Mather Group, LLC. | 827 | $223.9K | 0.00% | +827 | New |
| Sigma Planning Corp | 838 | $226.9K | 0.02% | +838 | New |