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, 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 | 1,342 | $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, 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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 381 | $122.4K | 0.00% | +208+120.2% | Added |
| State of Wyoming | 376 | $120.8K | 0.02% | −146−28.0% | Reduced |
| Ulland Investment Advisors, LLC | 360 | $116.0K | 0.08% | −80−18.2% | Reduced |
| Y.D. More Investments Ltd | 350 | $112.4K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 348 | $111.8K | 0.01% | +293+532.7% | Added |
| Smithfield Trust Co | 345 | $111.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 340 | $109.2K | 0.00% | +32+10.4% | Added |
| AlphaCentric Advisors LLC | 333 | $107.0K | 0.08% | −321−49.1% | Reduced |
| Geneos Wealth Management Inc. | 303 | $97.3K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $96.4K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 295 | $94.8K | 0.01% | −191−39.3% | Reduced |
| Boyd Watterson Asset Management LLC | 292 | $93.8K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 289 | $92.8K | 0.02% | +37+14.7% | Added |
| Edmond de Rothschild Holding S.A. | 285 | $91.6K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 280 | $90.0K | 0.03% | −115−29.1% | Reduced |
| Tacita Capital Inc | 270 | $86.7K | 0.06% | 00.0% | Unchanged |
| Tobam | 255 | $82.0K | 0.01% | −855−77.0% | Reduced |
| Sittner & Nelson, LLC | 251 | $80.7K | 0.04% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 250 | $80.3K | 0.06% | +250 | New |
| Versant Capital Management, Inc | 249 | $80.0K | 0.02% | +176+241.1% | Added |
| Capital Advisors, Ltd. LLC | 229 | $74.0K | 0.01% | +18+8.5% | Added |
| Creative Financial Designs Inc | 229 | $73.5K | 0.01% | +1+0.4% | Added |
| Trifecta Capital Advisors, LLC | 225 | $72.3K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 223 | $71.6K | 0.00% | −152−40.5% | Reduced |
| LRI Investments, LLC | 218 | $70.0K | 0.01% | +180+473.7% | Added |
| FinTrust Capital Advisors, LLC | 209 | $67.1K | 0.01% | +39+22.9% | Added |
| Washington Trust Co | 202 | $64.9K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 200 | $64.3K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 200 | $64.3K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 200 | $64.3K | 0.05% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 200 | $64.0K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $63.9K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 197 | $63.3K | 0.04% | 00.0% | Unchanged |
| Emfo, LLC | 181 | $58.2K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 174 | $55.9K | 0.05% | 00.0% | Unchanged |
| Red Tortoise LLC | 157 | $50.4K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 154 | $49.5K | 0.00% | +154 | New |
| Financial Management Professionals, Inc. | 154 | $49.0K | 0.01% | +33+27.3% | Added |
| RFP Financial Group LLC | 144 | $46.3K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 140 | $45.0K | 0.01% | +17+13.8% | Added |
| Toth Financial Advisory Corp | 138 | $44.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 130 | $41.8K | 0.01% | +4+3.2% | Added |
| Zions Bancorporation, N.A. | 124 | $39.8K | 0.00% | −61−33.0% | Reduced |
| Bell Investment Advisors, Inc | 116 | $37.3K | 0.01% | −1−0.9% | Reduced |
| Valley National Advisers Inc | 115 | $36.0K | 0.01% | −17−12.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 112 | $36.0K | 0.00% | +4+3.7% | Added |
| Rise Advisors, LLC | 109 | $35.2K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 109 | $35.1K | 0.01% | −17−13.5% | Reduced |
| Ameliora Wealth Management Ltd. | 105 | $33.7K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 104 | $33.4K | 0.00% | +25+31.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 102 | $33.0K | 0.00% | +102 | New |
| Colonial Trust Co | 95 | $32.6K | 0.01% | +90+1,800.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 100 | $32.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $32.1K | 0.01% | +100 | New |
| Close Asset Management Ltd | 100 | $32.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 96 | $30.8K | 0.00% | −310−76.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 96 | $30.8K | 0.00% | +71+284.0% | Added |
| Gradient Investments LLC | 95 | $30.5K | 0.00% | −2−2.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 95 | $30.5K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 95 | $30.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 94 | $30.2K | 0.03% | +5+5.6% | Added |
| Abound Wealth Management | 92 | $29.6K | 0.01% | −3−3.2% | Reduced |
| Optiver Holding B.V. | 92 | $29.6K | 0.00% | +92 | New |
| United Community Bank | 90 | $28.9K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 88 | $28.0K | 0.02% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 83 | $27.7K | 0.01% | +83 | New |
| Bangor Savings Bank | 85 | $27.3K | 0.00% | +45+112.5% | Added |
| Canton Hathaway, LLC | 85 | $27.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 84 | $27.0K | 0.01% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 83 | $26.7K | 0.01% | +83 | New |
| Solstein Capital, LLC | 80 | $25.7K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 75 | $24.1K | 0.00% | +57+316.7% | Added |
| GW&K Investment Management, LLC | 75 | $24.0K | 0.00% | +10+15.4% | Added |
| JFS Wealth Advisors, LLC | 72 | $23.1K | 0.00% | −1−1.4% | Reduced |
| Indiana Trust & Investment Management CO | 70 | $22.5K | 0.01% | 00.0% | Unchanged |
| American National Bank | 69 | $22.2K | 0.00% | +69 | New |
| Family Firm, Inc. | 68 | $21.8K | 0.00% | +68 | New |
| WealthCollab, LLC | 65 | $20.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 62 | $19.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 60 | $19.3K | 0.00% | +9+17.6% | Added |
| FWL Investment Management, LLC | 60 | $19.3K | 0.01% | +60 | New |
| Carolinas Wealth Consulting LLC | 53 | $17.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 53 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 53 | $17.0K | 0.00% | +53 | New |
| Activest Wealth Management | 52 | $16.7K | 0.01% | −68−56.7% | Reduced |
| Park Place Capital Corp | 50 | $16.1K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 50 | $16.1K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 50 | $16.1K | 0.00% | +49+4,900.0% | Added |
| International Assets Investment Management, LLC | 50 | $16.1K | 0.00% | +50 | New |
| Evermay Wealth Management LLC | 42 | $13.5K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 40 | $13.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 40 | $12.9K | 0.01% | +40 | New |
| Plante Moran Financial Advisors, LLC | 38 | $12.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 37 | $11.9K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 36 | $11.6K | 0.00% | +29+414.3% | Added |
| Crewe Advisors LLC | 35 | $11.2K | 0.00% | −27−43.5% | Reduced |
| Pin Oak Investment Advisors Inc | 35 | $11.0K | 0.01% | +35 | New |
| Key Financial Inc | 32 | $10.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 31 | $9.96K | 0.00% | +13+72.2% | Added |
| Sachetta, LLC | 27 | $9.76K | 0.00% | +20+285.7% | Added |