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, Q2 2024
Institutional positions in HCA Healthcare, Inc. as of Jun 30, 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
- 1,157
- +42 vs. Q1 2024
- Shares held
- 163.8M
- +95.3K (+0.1%) vs. Q1 2024
- Total value
- $52.6B
- −$1.88B (−3.4%) vs. Q1 2024
- New holders
- 114
- 455 more added
- Sold out
- 72
- 408 more reduced
12 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding HCA Healthcare, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dean Investment Associates, LLC | 666 | $214.0K | 0.03% | −690−50.9% | Reduced |
| AdvisorNet Financial, Inc | 666 | $214.0K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 672 | $215.9K | 0.02% | +52+8.4% | Added |
| Facet Wealth, Inc. | 600 | $216.8K | 0.01% | +600 | New |
| Garrison Asset Management, LLC | 675 | $216.9K | 0.11% | 00.0% | Unchanged |
| Winton Group Ltd | 679 | $218.1K | 0.01% | −3,331−83.1% | Reduced |
| Proficio Capital Partners LLC | 679 | $218.3K | 0.02% | +48+7.6% | Added |
| Stratos Wealth Advisors, LLC | 683 | $219.5K | 0.01% | −379−35.7% | Reduced |
| Quent Capital, LLC | 686 | $220.4K | 0.02% | −138−16.7% | Reduced |
| Equitable Holdings, Inc. | 696 | $223.6K | 0.00% | −998−58.9% | Reduced |
| Strengthening Families & Communities, LLC | 700 | $225.0K | 0.06% | +700 | New |
| Fiduciary Trust Co | 702 | $225.5K | 0.00% | −4−0.6% | Reduced |
| Aspen Investment Management Inc | 703 | $226.0K | 0.11% | −5−0.7% | Reduced |
| Avenue 1 Advisors, LLC | 712 | $228.8K | 0.09% | +2+0.3% | Added |
| Rothschild Investment LLC | 712 | $228.8K | 0.02% | +256+56.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 717 | $230.4K | 0.02% | +34+5.0% | Added |
| Ellevest, Inc. | 718 | $230.7K | 0.01% | +114+18.9% | Added |
| Gladstone Institutional Advisory LLC | 719 | $230.9K | 0.01% | +106+17.3% | Added |
| Grove Bank & Trust | 719 | $231.0K | 0.04% | −9−1.2% | Reduced |
| Tuttle Tactical Management | 681 | $231.4K | 1.39% | +681 | New |
| Capital Investment Counsel, LLC | 728 | $233.9K | 0.05% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 731 | $234.9K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 736 | $236.5K | 0.05% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 738 | $237.1K | 0.01% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 742 | $238.4K | 0.06% | +4+0.5% | Added |
| Cary Street Partner Investment Advisory LLC | 744 | $239.2K | 0.01% | +53+7.7% | Added |
| Harbert Fund Advisors, Inc. | 750 | $241.0K | 0.19% | −800−51.6% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 750 | $241.0K | 0.04% | −250−25.0% | Reduced |
| Scientech Research LLC | 751 | $241.3K | 0.05% | +48+6.8% | Added |
| Smith, Moore & Co. | 755 | $242.6K | 0.03% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 755 | $242.6K | 0.23% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 756 | $242.9K | 0.04% | +756 | New |
| Wealth Group, Ltd. | 756 | $243.0K | 0.17% | +7+0.9% | Added |
| Horizon Family Wealth, Inc. | 770 | $247.2K | 0.19% | +2+0.3% | Added |
| Harbor Investment Advisory, LLC | 774 | $248.7K | 0.03% | −6−0.8% | Reduced |
| TFB Advisors LLC | 780 | $250.6K | 0.08% | +780 | New |
| Unigestion Holding SA | 926 | $250.7K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 783 | $251.8K | 0.00% | +783 | New |
| Lee Financial Co | 788 | $253.3K | 0.04% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 800 | $253.5K | 0.10% | 00.0% | Unchanged |
| Bremer Bank National Association | 798 | $256.4K | 0.05% | −1,017−56.0% | Reduced |
| Eqis Capital Management, Inc. | 804 | $258.3K | 0.02% | +64+8.6% | Added |
| Clear Street Markets LLC | 810 | $260.0K | 0.10% | +810 | New |
| E Fund Management Co., Ltd. | 811 | $260.6K | 0.01% | −42−4.9% | Reduced |
| Exencial Wealth Advisors, LLC | 811 | $260.6K | 0.01% | +46+6.0% | Added |
| Moors & Cabot, Inc. | 819 | $263.3K | 0.01% | −4−0.5% | Reduced |
| Quotient Wealth Partners, LLC | 822 | $264.1K | 0.01% | −129−13.6% | Reduced |
| Avestar Capital, LLC | 830 | $266.7K | 0.03% | +76+10.1% | Added |
| Angeles Wealth Management, LLC | 836 | $268.6K | 0.03% | +226+37.0% | Added |
| Sage Mountain Advisors LLC | 838 | $269.2K | 0.02% | +838 | New |
| Howland Capital Management LLC | 838 | $269.2K | 0.01% | +838 | New |
| Enterprise Financial Services Corp | 849 | $272.8K | 0.17% | +849 | New |
| SFMG, LLC | 851 | $273.2K | 0.02% | +5+0.6% | Added |
| 3Chopt Investment Partners, LLC | 856 | $275.0K | 0.08% | +856 | New |
| Buckingham Strategic Partners | 859 | $276.0K | 0.01% | +45+5.5% | Added |
| Diligent Investors, LLC | 860 | $276.4K | 0.07% | 00.0% | Unchanged |
| Financial Guidance Group, Inc. | 861 | $276.5K | 0.17% | +861 | New |
| Affinity Investment Advisors, LLC | 862 | $276.9K | 0.21% | +232+36.8% | Added |
| Principal Street Partners, LLC | 863 | $277.3K | 0.05% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 866 | $278.3K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 867 | $279.0K | 0.12% | −178−17.0% | Reduced |
| Capital Analysts, LLC | 870 | $280.0K | 0.01% | +25+3.0% | Added |
| Buckingham Strategic Wealth, LLC | 874 | $280.9K | 0.00% | +158+22.1% | Added |
| Catalyst Financial Partners LLC | 884 | $284.0K | 0.06% | +67+8.2% | Added |
| Farther Finance Advisors, LLC | 902 | $284.2K | 0.01% | +284+46.0% | Added |
| Convergence Investment Partners, LLC | 892 | $286.5K | 0.08% | −26−2.8% | Reduced |
| LVZ Advisors, Inc. | 893 | $286.9K | 0.04% | +5+0.6% | Added |
| Rosenberg Matthew Hamilton | 914 | $288.0K | 0.09% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 898 | $288.5K | 0.12% | −4−0.4% | Reduced |
| Change Path, LLC | 901 | $289.0K | 0.01% | +208+30.0% | Added |
| Lockerman Financial Group, Inc. | 900 | $289.2K | 0.52% | 00.0% | Unchanged |
| Mather Group, LLC. | 867 | $289.2K | 0.00% | +58+7.2% | Added |
| Personal Cfo Solutions, LLC | 900 | $289.3K | 0.04% | −56−5.9% | Reduced |
| Carl P. Sherr & Co., LLC | 901 | $289.5K | 0.16% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 908 | $291.9K | 0.06% | +908 | New |
| Edmp, Inc. | 915 | $294.0K | 0.27% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 920 | $295.6K | 0.01% | −57−5.8% | Reduced |
| Vantage Consulting Group Inc | 921 | $295.9K | 0.22% | −54−5.5% | Reduced |
| Penserra Capital Management LLC | 920 | $296.0K | 0.00% | −40−4.2% | Reduced |
| Verum Partners LLC | 922 | $296.2K | 0.10% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 928 | $298.1K | 0.05% | +36+4.0% | Added |
| Avidian Wealth Solutions, LLC | 935 | $300.4K | 0.01% | +115+14.0% | Added |
| Lake Street Financial LLC | 936 | $300.9K | 0.04% | −59−5.9% | Reduced |
| Relative Value Partners Group, LLC | 936 | $300.9K | 0.04% | +936 | New |
| Greystone Financial Group, LLC | 937 | $301.0K | 0.06% | −365−28.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 938 | $301.4K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 939 | $301.8K | 0.00% | +529+129.0% | Added |
| Neo Ivy Capital Management | 940 | $302.0K | 0.06% | +940 | New |
| Luken Investment Analytics, LLC | 940 | $302.0K | 0.15% | 00.0% | Unchanged |
| PDS Planning, Inc | 943 | $303.0K | 0.03% | +40+4.4% | Added |
| Koss-Olinger Consulting, LLC | 942 | $303.0K | 0.03% | +942 | New |
| Morningstar Investment Services LLC | 886 | $304.0K | 0.00% | +886 | New |
| Independent Advisor Alliance | 948 | $304.5K | 0.01% | +74+8.5% | Added |
| Sunpointe, LLC | 948 | $304.7K | 0.20% | +25+2.7% | Added |
| Advisory Alpha, LLC | 949 | $305.0K | 0.01% | +340+55.8% | Added |
| Essex Savings Bank | 950 | $305.2K | 0.08% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 951 | $305.5K | 0.01% | +28+3.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 953 | $306.0K | 0.04% | −2−0.2% | Reduced |
| Matrix Private Capital Group LLC | 953 | $306.1K | 0.19% | −64−6.3% | Reduced |
| Quarry LP | 956 | $307.1K | 0.13% | +817+587.8% | Added |