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, Q1 2024
Institutional positions in HCA Healthcare, Inc. as of Mar 31, 2024. 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
- 1,127
- +87 vs. Q4 2023
- Shares held
- 164.1M
- −3.27M (−2.0%) vs. Q4 2023
- Total value
- $54.7B
- +$9.35B (+20.6%) vs. Q4 2023
- New holders
- 154
- 363 more added
- Sold out
- 67
- 419 more reduced
18 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding HCA Healthcare, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwest Investment Counselors, LLC | 108 | $36.0K | 0.01% | +108 | New |
| Exchange Traded Concepts, LLC | 109 | $36.4K | 0.00% | +72+194.6% | Added |
| Rise Advisors, LLC | 109 | $36.4K | 0.02% | +109 | New |
| Bell Investment Advisors, Inc | 117 | $39.0K | 0.01% | +10+9.3% | Added |
| Financial Management Professionals, Inc. | 121 | $40.0K | 0.01% | +4+3.4% | Added |
| Activest Wealth Management | 120 | $40.1K | 0.02% | +120 | New |
| MV Capital Management, Inc. | 123 | $41.0K | 0.00% | −149−54.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 126 | $42.0K | 0.02% | +4+3.3% | Added |
| Concord Wealth Partners | 126 | $42.1K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 132 | $44.0K | 0.01% | −30−18.5% | Reduced |
| Toth Financial Advisory Corp | 138 | $46.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 139 | $46.4K | 0.02% | −116−45.5% | Reduced |
| RFP Financial Group LLC | 144 | $48.0K | 0.02% | −9−5.9% | Reduced |
| Friedenthal Financial | 148 | $49.4K | 0.03% | +148 | New |
| Red Tortoise LLC | 157 | $52.4K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 173 | $54.9K | 0.00% | +37+27.2% | Added |
| FinTrust Capital Advisors, LLC | 170 | $56.7K | 0.01% | +4+2.4% | Added |
| Riverview Trust Co | 174 | $58.0K | 0.04% | +174 | New |
| Emfo, LLC | 181 | $60.4K | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 185 | $61.7K | 0.00% | −5−2.6% | Reduced |
| Eagle Bay Advisors LLC | 197 | $65.7K | 0.04% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $66.4K | 0.04% | 00.0% | Unchanged |
| Security National Bank | 200 | $66.7K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 200 | $66.7K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 200 | $66.7K | 0.05% | +200 | New |
| Centerpoint Advisors, LLC | 200 | $67.0K | 0.03% | +100+100.0% | Added |
| Washington Trust Co | 202 | $67.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 211 | $70.0K | 0.01% | +3+1.4% | Added |
| Trifecta Capital Advisors, LLC | 225 | $75.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 228 | $76.0K | 0.01% | −25−9.9% | Reduced |
| Sittner & Nelson, LLC | 251 | $83.8K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 252 | $84.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 270 | $90.1K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 279 | $93.1K | 0.00% | +14+5.3% | Added |
| Edmond de Rothschild Holding S.A. | 285 | $95.1K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 292 | $97.4K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $100.1K | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 303 | $101.1K | 0.00% | −16−5.0% | Reduced |
| Harbour Investments, Inc. | 308 | $102.7K | 0.00% | +135+78.0% | Added |
| Raleigh Capital Management Inc. | 323 | $107.8K | 0.05% | +282+687.8% | Added |
| Smithfield Trust Co | 345 | $113.0K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 350 | $116.7K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 375 | $125.1K | 0.01% | +354+1,685.7% | Added |
| GoalVest Advisory LLC | 395 | $131.7K | 0.04% | +180+83.7% | Added |
| Archer Investment Corp | 400 | $133.4K | 0.04% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 406 | $135.4K | 0.01% | −41−9.2% | Reduced |
| Jones Financial Companies LLLP | 410 | $136.7K | 0.00% | +56+15.8% | Added |
| Leonteq Securities AG | 414 | $138.1K | 0.02% | −230−35.7% | Reduced |
| Mirova | 430 | $143.4K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 430 | $143.4K | 0.03% | +2+0.5% | Added |
| Hilltop National Bank | 439 | $146.4K | 0.05% | +439 | New |
| Sandy Spring Bank | 440 | $146.8K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 440 | $147.0K | 0.12% | −27−5.8% | Reduced |
| Rothschild Investment LLC | 456 | $152.1K | 0.01% | +331+264.8% | Added |
| CoreCap Advisors, LLC | 465 | $155.1K | 0.01% | +465 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $155.2K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 466 | $155.4K | 0.00% | +466 | New |
| Prestige Wealth Management Group LLC | 478 | $159.4K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 482 | $160.8K | 0.03% | +21+4.6% | Added |
| South State Corp. | 486 | $162.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 494 | $165.0K | 0.11% | −462−48.3% | Reduced |
| EverSource Wealth Advisors, LLC | 537 | $166.4K | 0.01% | −56−9.4% | Reduced |
| First Financial Corp | 500 | $166.8K | 0.08% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 500 | $166.8K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 500 | $166.8K | 0.40% | +500 | New |
| State of Wyoming | 522 | $174.1K | 0.03% | −44−7.8% | Reduced |
| Byrne Asset Management LLC | 525 | $175.1K | 0.12% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 559 | $186.3K | 0.01% | +1+0.2% | Added |
| Paradigm Asset Management Co LLC | 600 | $200.1K | 0.05% | −200−25.0% | Reduced |
| Alta Advisers Ltd | 600 | $200.1K | 0.10% | 00.0% | Unchanged |
| Investment House LLC | 600 | $200.1K | 0.01% | +600 | New |
| Planning Directions Inc | 604 | $201.3K | 0.14% | +604 | New |
| Ellevest, Inc. | 604 | $201.5K | 0.01% | +604 | New |
| Wealth Alliance | 604 | $201.6K | 0.03% | +604 | New |
| PAX Financial Group, LLC | 606 | $202.1K | 0.04% | +606 | New |
| Advisory Alpha, LLC | 609 | $203.2K | 0.01% | +609 | New |
| Angeles Wealth Management, LLC | 610 | $203.5K | 0.02% | +610 | New |
| Farther Finance Advisors, LLC | 618 | $204.2K | 0.01% | +47+8.2% | Added |
| Gladstone Institutional Advisory LLC | 613 | $204.5K | 0.01% | −126−17.1% | Reduced |
| StoneX Group Inc. | 613 | $205.0K | 0.02% | −509−45.4% | Reduced |
| Private Trust Co NA | 616 | $205.5K | 0.02% | +1+0.2% | Added |
| Granite Investment Partners, LLC | 616 | $205.5K | 0.01% | +616 | New |
| Hexagon Capital Partners LLC | 617 | $205.8K | 0.05% | +2+0.3% | Added |
| King Luther Capital Management Corp | 620 | $206.8K | 0.00% | +620 | New |
| IMS Capital Management | 620 | $206.8K | 0.10% | +620 | New |
| Linden Thomas Advisory Services, LLC | 620 | $206.8K | 0.03% | +620 | New |
| Simon Quick Advisors, LLC | 620 | $206.8K | 0.02% | +620 | New |
| Fundamentun, LLC | 625 | $208.5K | 0.02% | +625 | New |
| Affinity Investment Advisors, LLC | 630 | $210.1K | 0.15% | +630 | New |
| Proficio Capital Partners LLC | 631 | $210.6K | 0.02% | +631 | New |
| Prairie Wealth Advisors, Inc. | 635 | $211.8K | 0.10% | +635 | New |
| Allstate Corp | 636 | $212.1K | 0.02% | +636 | New |
| Heartland Bank & Trust Co | 645 | $215.1K | 0.13% | +645 | New |
| Bank of New Hampshire | 650 | $216.8K | 0.06% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 652 | $217.6K | 0.06% | +652 | New |
| J. W. Coons Advisors, LLC | 654 | $218.1K | 0.05% | +654 | New |
| AlphaCentric Advisors LLC | 654 | $218.1K | 0.13% | +654 | New |
| Mather Group, LLC. | 809 | $219.0K | 0.00% | −18−2.2% | Reduced |
| Manhattan West Asset Management, LLC | 660 | $220.1K | 0.05% | −188−22.2% | Reduced |
| Elevatus Welath Management | 665 | $221.9K | 0.09% | +665 | New |