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, Q3 2024
Institutional positions in HCA Healthcare, Inc. as of Sep 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
- 1,205
- +62 vs. Q2 2024
- Shares held
- 157.9M
- +9.15M (+6.1%) vs. Q2 2024
- Total value
- $64.1B
- +$16.3B (+34.1%) vs. Q2 2024
- New holders
- 148
- 406 more added
- Sold out
- 86
- 459 more reduced
14 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding HCA Healthcare, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 100 | $40.6K | 0.01% | +100 | New |
| Canoe Financial LP | 102 | $41.1K | 0.00% | +102 | New |
| Coppell Advisory Solutions LLC | 104 | $41.9K | 0.01% | +84+420.0% | Added |
| Salomon & Ludwin, LLC | 107 | $43.5K | 0.00% | +11+11.5% | Added |
| Northwest Investment Counselors, LLC | 108 | $43.9K | 0.01% | +108 | New |
| Concord Wealth Partners | 110 | $44.5K | 0.01% | +1+0.9% | Added |
| Rise Advisors, LLC | 110 | $44.5K | 0.02% | +1+0.9% | Added |
| GPS Wealth Strategies Group, LLC | 111 | $45.1K | 0.01% | +15+15.6% | Added |
| Bell Investment Advisors, Inc | 116 | $47.1K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 123 | $50.0K | 0.00% | +123 | New |
| Friedenthal Financial | 123 | $50.0K | 0.03% | +123 | New |
| International Assets Investment Management, LLC | 20,322 | $50.0K | 0.00% | +20,272+40,544.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 130 | $52.8K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 138 | $56.1K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 138 | $56.1K | 0.01% | +34+32.7% | Added |
| NBT Bank N A | 150 | $61.0K | 0.00% | +150 | New |
| MRP Capital Investments, LLC | 150 | $61.0K | 0.06% | +150 | New |
| MV Capital Management, Inc. | 152 | $61.8K | 0.01% | +12+8.6% | Added |
| Red Tortoise LLC | 157 | $63.8K | 0.03% | 00.0% | Unchanged |
| Motco | 162 | $65.8K | 0.01% | +162 | New |
| Hemington Wealth Management | 202 | $72.0K | 0.02% | +202 | New |
| Riverview Trust Co | 178 | $72.3K | 0.06% | +4+2.3% | Added |
| Pingora Partners LLC | 180 | $73.2K | 0.05% | −20−10.0% | Reduced |
| LRI Investments, LLC | 230 | $79.5K | 0.01% | +12+5.5% | Added |
| Eagle Bay Advisors LLC | 197 | $80.1K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $80.9K | 0.05% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 200 | $81.0K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 200 | $81.3K | 0.01% | −9−4.3% | Reduced |
| Security National Bank | 200 | $81.3K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 200 | $81.3K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 202 | $82.1K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 220 | $89.4K | 0.06% | −50−18.5% | Reduced |
| Trifecta Capital Advisors, LLC | 225 | $91.4K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 229 | $93.1K | 0.00% | +117+104.5% | Added |
| Creative Financial Designs Inc | 229 | $93.1K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 235 | $95.5K | 0.02% | +235 | New |
| Capital Advisors, Ltd. LLC | 236 | $96.0K | 0.01% | +7+3.1% | Added |
| Financial Management Professionals, Inc. | 238 | $97.0K | 0.01% | +84+54.5% | Added |
| Laurel Wealth Advisors LLC | 243 | $98.8K | 0.02% | +243 | New |
| Sittner & Nelson, LLC | 251 | $102.2K | 0.05% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 253 | $102.8K | 0.02% | +253 | New |
| Tobam | 255 | $104.0K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 275 | $112.0K | 0.00% | +175+175.0% | Added |
| GoalVest Advisory LLC | 280 | $113.8K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 285 | $115.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 289 | $115.9K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 288 | $117.1K | 0.01% | −7−2.4% | Reduced |
| Boyd Watterson Asset Management LLC | 292 | $118.7K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $121.9K | 0.06% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 321 | $130.5K | 0.10% | −12−3.6% | Reduced |
| Reuter James Wealth Management, LLC | 327 | $132.9K | 0.02% | +327 | New |
| Versant Capital Management, Inc | 332 | $134.9K | 0.03% | +83+33.3% | Added |
| Harbour Investments, Inc. | 347 | $141.0K | 0.00% | +7+2.1% | Added |
| Smithfield Trust Co | 345 | $142.0K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 350 | $142.3K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 360 | $146.0K | 0.11% | 00.0% | Unchanged |
| Leonteq Securities AG | 381 | $154.8K | 0.02% | −191−33.4% | Reduced |
| Wintrust Investments LLC | 389 | $158.0K | 0.12% | −3,285−89.4% | Reduced |
| Prestige Wealth Management Group LLC | 398 | $161.8K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 400 | $162.6K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 400 | $162.6K | 0.04% | 00.0% | Unchanged |
| Country Trust Bank | 400 | $162.6K | 0.00% | +400 | New |
| Clearstead Advisors, LLC | 420 | $170.7K | 0.00% | +39+10.2% | Added |
| Massmutual Trust Co FSB | 421 | $171.1K | 0.00% | +29+7.4% | Added |
| Sandy Spring Bank | 425 | $172.7K | 0.01% | −14−3.2% | Reduced |
| Hilltop National Bank | 427 | $173.5K | 0.05% | −72−14.4% | Reduced |
| State of Wyoming | 461 | $187.4K | 0.03% | +85+22.6% | Added |
| CVA Family Office, LLC | 462 | $187.8K | 0.03% | +14+3.1% | Added |
| Evolution Advisers, Inc. | 467 | $189.0K | 0.10% | +379+430.7% | Added |
| Parkside Financial Bank & Trust | 485 | $197.1K | 0.03% | −9−1.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $199.4K | 0.00% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 493 | $200.4K | 0.01% | +493 | New |
| Robertson Stephens Wealth Management, LLC | 495 | $201.2K | 0.01% | +495 | New |
| TPG Financial Advisors, LLC | 497 | $202.0K | 0.09% | +497 | New |
| Curran Financial Partners, LLC | 498 | $202.4K | 0.06% | +498 | New |
| First Financial Corp | 500 | $203.2K | 0.10% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 500 | $203.2K | 0.02% | +500 | New |
| Palogic Value Management, L.P. | 500 | $203.2K | 0.08% | +500 | New |
| Harbor Advisors LLC | 500 | $203.2K | 0.03% | +500 | New |
| Raleigh Capital Management Inc. | 501 | $203.8K | 0.08% | −23−4.4% | Reduced |
| Bailard, Inc. | 508 | $206.5K | 0.01% | +508 | New |
| IHT Wealth Management, LLC | 509 | $206.9K | 0.01% | +509 | New |
| Firethorn Wealth Partners, LLC | 510 | $207.3K | 0.11% | +510 | New |
| Proficio Capital Partners LLC | 512 | $207.9K | 0.02% | −167−24.6% | Reduced |
| ICONIQ Capital, LLC | 513 | $208.5K | 0.00% | +513 | New |
| Canopy Partners, LLC | 513 | $208.5K | 0.09% | +513 | New |
| Hilltop Holdings Inc. | 514 | $208.5K | 0.01% | +514 | New |
| ASB Consultores, LLC | 516 | $209.7K | 0.08% | +516 | New |
| EverSource Wealth Advisors, LLC | 518 | $210.6K | 0.01% | +1+0.2% | Added |
| Eagle Wealth Strategies LLC | 519 | $210.9K | 0.15% | +519 | New |
| Samalin Investment Counsel, LLC | 523 | $212.4K | 0.09% | +523 | New |
| Dean Investment Associates, LLC | 523 | $212.6K | 0.03% | −143−21.5% | Reduced |
| CoreCap Advisors, LLC | 523 | $212.6K | 0.01% | +50+10.6% | Added |
| First American Bank | 524 | $213.0K | 0.02% | −500−48.8% | Reduced |
| Terry L. Blaker | 525 | $213.4K | 0.01% | +525 | New |
| WorthPointe, LLC | 529 | $214.9K | 0.09% | +529 | New |
| CJM Wealth Advisers, Ltd. | 534 | $217.0K | 0.07% | +534 | New |
| Certified Advisory Corp | 535 | $217.5K | 0.02% | +535 | New |
| AllGen Financial Advisors, Inc. | 538 | $218.7K | 0.07% | +538 | New |
| Patriot Financial Group Insurance Agency, LLC | 539 | $219.0K | 0.03% | +539 | New |