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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 666 | $222.1K | 0.02% | −13−1.9% | Reduced |
| Oak Thistle LLC | 674 | $224.8K | 0.20% | −5,620−89.3% | Reduced |
| Garrison Asset Management, LLC | 675 | $225.1K | 0.12% | +675 | New |
| Meeder Asset Management Inc | 678 | $226.1K | 0.01% | +678 | New |
| Oracle Alpha Inc. | 679 | $226.5K | 0.41% | −98−12.6% | Reduced |
| Ifrah Financial Services, Inc. | 679 | $226.6K | 0.06% | +679 | New |
| Dakota Wealth Management | 680 | $226.8K | 0.01% | +680 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 683 | $227.8K | 0.02% | +683 | New |
| Cary Street Partner Investment Advisory LLC | 691 | $230.4K | 0.01% | +691 | New |
| Change Path, LLC | 693 | $231.0K | 0.01% | +693 | New |
| Kestra Private Wealth Services, LLC | 699 | $233.3K | 0.01% | +699 | New |
| Scientech Research LLC | 703 | $234.5K | 0.12% | +703 | New |
| Fiduciary Trust Co | 706 | $235.5K | 0.00% | +706 | New |
| Aspen Investment Management Inc | 708 | $236.0K | 0.12% | −100−12.4% | Reduced |
| Avenue 1 Advisors, LLC | 710 | $236.8K | 0.10% | +710 | New |
| Buckingham Strategic Wealth, LLC | 716 | $239.0K | 0.00% | +716 | New |
| AXS Investments LLC | 720 | $240.1K | 0.06% | +93+14.8% | Added |
| MBB Public Markets I LLC | 722 | $240.8K | 0.02% | +722 | New |
| Grove Bank & Trust | 728 | $242.8K | 0.04% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 728 | $242.8K | 0.05% | +728 | New |
| Banque Pictet & Cie SA | 730 | $243.5K | 0.00% | −360−33.0% | Reduced |
| Perfromance Wealth Partners, LLC | 731 | $243.8K | 0.01% | +731 | New |
| Wealth Alliance Advisory Group, LLC | 736 | $245.5K | 0.06% | +736 | New |
| Systematic Alpha Investments, LLC | 738 | $246.1K | 0.01% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 738 | $246.1K | 0.07% | +738 | New |
| Eqis Capital Management, Inc. | 740 | $246.7K | 0.02% | +740 | New |
| Wealth Group, Ltd. | 749 | $250.0K | 0.19% | +749 | New |
| Emerald Advisors, LLC | 750 | $250.1K | 0.04% | +750 | New |
| Smith, Moore & Co. | 755 | $251.8K | 0.03% | −1−0.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 755 | $251.8K | 0.18% | +755 | New |
| Avestar Capital, LLC | 754 | $252.0K | 0.03% | +754 | New |
| Interchange Capital Partners, LLC | 760 | $253.6K | 0.17% | −109−12.5% | Reduced |
| Catalyst Financial Partners LLC | 817 | $254.1K | 0.07% | +16+2.0% | Added |
| Chicago Partners Investment Group LLC | 797 | $254.6K | 0.01% | +797 | New |
| Brown Brothers Harriman & Co | 765 | $255.2K | 0.00% | −9−1.2% | Reduced |
| Exencial Wealth Advisors, LLC | 765 | $255.2K | 0.01% | −91−10.6% | Reduced |
| Horizon Family Wealth, Inc. | 768 | $256.2K | 0.20% | +768 | New |
| Essex Savings Bank | 950 | $257.1K | 0.07% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 780 | $260.2K | 0.03% | −5−0.6% | Reduced |
| Lee Financial Co | 788 | $263.0K | 0.04% | +6+0.8% | Added |
| Dodds Wealth, LLC | 800 | $266.8K | 0.11% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 814 | $271.5K | 0.01% | +814 | New |
| Fayez Sarofim & Co | 816 | $272.2K | 0.00% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 816 | $272.2K | 0.03% | +816 | New |
| Avidian Wealth Solutions, LLC | 820 | $273.5K | 0.01% | +820 | New |
| Moors & Cabot, Inc. | 823 | $274.6K | 0.01% | 00.0% | Unchanged |
| Balentine LLC | 824 | $274.8K | 0.01% | +52+6.7% | Added |
| Quent Capital, LLC | 824 | $275.1K | 0.03% | −1−0.1% | Reduced |
| Snowden Capital Advisors LLC | 834 | $278.2K | 0.01% | +35+4.4% | Added |
| BOS Asset Management, LLC | 838 | $279.5K | 0.15% | +838 | New |
| Aaron Wealth Advisors | 843 | $281.2K | 0.04% | +843 | New |
| Capital Analysts, LLC | 845 | $282.0K | 0.01% | 00.0% | Unchanged |
| SFMG, LLC | 846 | $282.0K | 0.02% | +5+0.6% | Added |
| Principal Street Partners, LLC | 863 | $284.2K | 0.05% | +863 | New |
| E Fund Management Co., Ltd. | 853 | $284.5K | 0.02% | +9+1.1% | Added |
| Diligent Investors, LLC | 860 | $286.9K | 0.07% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 866 | $288.9K | 0.08% | −50−5.5% | Reduced |
| Independent Advisor Alliance | 874 | $291.4K | 0.01% | −74−7.8% | Reduced |
| Accurate Wealth Management, LLC | 960 | $292.9K | 0.09% | +960 | New |
| Umb Bank N A | 880 | $293.5K | 0.00% | +2+0.2% | Added |
| Valeo Financial Advisors, LLC | 923 | $294.4K | 0.01% | +64+7.5% | Added |
| LVZ Advisors, Inc. | 888 | $296.2K | 0.04% | +888 | New |
| Arthur M. Cohen & Associates, LLC | 892 | $297.5K | 0.06% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 900 | $300.2K | 0.57% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 901 | $300.5K | 0.17% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 902 | $300.8K | 0.15% | −66−6.8% | Reduced |
| PDS Planning, Inc | 903 | $301.2K | 0.03% | +13+1.5% | Added |
| Rosenberg Matthew Hamilton | 914 | $301.7K | 0.09% | −51−5.3% | Reduced |
| Smartleaf Asset Management LLC | 910 | $301.8K | 0.06% | +176+24.0% | Added |
| Harvest Fund Management Co., Ltd | 907 | $302.0K | 0.03% | +904+30,133.3% | Added |
| Edmp, Inc. | 915 | $305.2K | 0.25% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 918 | $306.0K | 0.12% | −4−0.4% | Reduced |
| Machina Capital S.A.S. | 919 | $306.5K | 0.16% | +919 | New |
| Verum Partners LLC | 922 | $307.5K | 0.11% | +5+0.5% | Added |
| Sunpointe, LLC | 923 | $307.9K | 0.34% | −3−0.3% | Reduced |
| HighPoint Advisor Group LLC | 972 | $308.0K | 0.02% | −148−13.2% | Reduced |
| Unigestion Holding SA | 926 | $308.8K | 0.02% | 00.0% | Unchanged |
| Verdad Advisers, LP | 935 | $311.9K | 0.34% | −915−49.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 938 | $312.9K | 0.02% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 940 | $313.5K | 0.16% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 941 | $313.9K | 0.01% | −1,780−65.4% | Reduced |
| We Are One Seven, LLC | 948 | $316.2K | 0.02% | +948 | New |
| Quotient Wealth Partners, LLC | 951 | $317.2K | 0.01% | −632−39.9% | Reduced |
| J.W. Cole Advisors, Inc. | 951 | $317.3K | 0.02% | +951 | New |
| Pinnacle Wealth Planning Services, Inc. | 955 | $318.4K | 0.05% | −1−0.1% | Reduced |
| Geller Advisors LLC | 956 | $318.9K | 0.03% | +3+0.3% | Added |
| Personal Cfo Solutions, LLC | 956 | $319.0K | 0.05% | −12−1.2% | Reduced |
| Cynosure Management, LLC | 958 | $319.5K | 0.06% | +958 | New |
| Penserra Capital Management LLC | 960 | $320.0K | 0.00% | −869−47.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 961 | $320.5K | 0.03% | +961 | New |
| BNP Paribas | 969 | $323.2K | 0.02% | +969 | New |
| Forum Financial Management, LP | 973 | $324.5K | 0.01% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 975 | $325.2K | 0.21% | −236−19.5% | Reduced |
| Flputnam Investment Management Co | 977 | $325.9K | 0.01% | −52−5.1% | Reduced |
| Prospera Financial Services Inc | 979 | $326.6K | 0.01% | +59+6.4% | Added |
| Clear Rock Advisors, LLC | 988 | $329.5K | 0.14% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 1,051 | $330.5K | 0.09% | +1,051 | New |
| Quantbot Technologies LP | 992 | $330.9K | 0.02% | −2,695−73.1% | Reduced |
| Lake Street Financial LLC | 995 | $331.9K | 0.05% | −7−0.7% | Reduced |
| Sierra Capital LLC | 998 | $333.0K | 0.04% | 00.0% | Unchanged |