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 |
|---|---|---|---|---|---|
| Howard Bailey Securities, LLC | 539 | $219.1K | 0.08% | +539 | New |
| Byrne Asset Management LLC | 542 | $220.3K | 0.15% | +25+4.8% | Added |
| PBMares Wealth Management LLC | 546 | $221.9K | 0.05% | +546 | New |
| IMS Capital Management | 550 | $223.5K | 0.10% | 00.0% | Unchanged |
| LMCG Investments, LLC | 553 | $224.8K | 0.01% | +553 | New |
| Stewardship Advisors, LLC | 553 | $224.8K | 0.06% | +553 | New |
| Cromwell Holdings LLC | 556 | $226.0K | 0.15% | +82+17.3% | Added |
| Wealthcare Advisory Partners LLC | 562 | $228.2K | 0.01% | +562 | New |
| Sigma Planning Corp | 567 | $230.4K | 0.01% | −837−59.6% | Reduced |
| Facet Wealth, Inc. | 647 | $231.1K | 0.01% | +47+7.8% | Added |
| Monument Capital Management | 570 | $231.7K | 0.06% | +570 | New |
| Atomi Financial Group, Inc. | 572 | $232.6K | 0.01% | +572 | New |
| Claret Asset Management Corp | 576 | $234.0K | 0.04% | +576 | New |
| GHP Investment Advisors, Inc. | 577 | $234.5K | 0.01% | +77+15.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 578 | $235.1K | 0.05% | +578 | New |
| Plancorp, LLC | 579 | $235.3K | 0.01% | +579 | New |
| Capital Investment Advisory Services, LLC | 579 | $235.3K | 0.02% | +579 | New |
| Planning Directions Inc | 582 | $236.4K | 0.14% | +582 | New |
| JGP Global Gestao de Recursos Ltda. | 583 | $236.9K | 0.46% | +583 | New |
| San Luis Wealth Advisors LLC | 584 | $237.0K | 0.05% | +584 | New |
| Williamson Legacy Group, LLC | 584 | $237.4K | 0.16% | +584 | New |
| Stratos Wealth Advisors, LLC | 584 | $237.8K | 0.01% | −99−14.5% | Reduced |
| Pallas Capital Advisors LLC | 596 | $237.8K | 0.01% | −474−44.3% | Reduced |
| First Business Financial Services, Inc. | 591 | $240.2K | 0.02% | +591 | New |
| Crestmont Private Wealth LLC | 591 | $240.2K | 0.10% | +591 | New |
| Allworth Financial LP | 591 | $240.2K | 0.00% | −552−48.3% | Reduced |
| Kuhn & Co Investment Counsel | 591 | $240.2K | 0.20% | +591 | New |
| Gladstone Institutional Advisory LLC | 599 | $243.6K | 0.01% | −120−16.7% | Reduced |
| Wealth Alliance | 600 | $243.8K | 0.03% | +600 | New |
| Alta Advisers Ltd | 600 | $243.9K | 0.11% | 00.0% | Unchanged |
| Investment House LLC | 600 | $243.9K | 0.01% | +600 | New |
| Legacy Financial Advisors, Inc. | 604 | $245.5K | 0.04% | +604 | New |
| Ifrah Financial Services, Inc. | 608 | $246.9K | 0.07% | −17−2.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 608 | $247.1K | 0.05% | −128−17.4% | Reduced |
| King Luther Capital Management Corp | 609 | $247.5K | 0.00% | +609 | New |
| Central Pacific Bank - Trust Division | 610 | $247.9K | 0.03% | −19−3.0% | Reduced |
| Hexagon Capital Partners LLC | 610 | $247.9K | 0.05% | −3−0.5% | Reduced |
| Oak Thistle LLC | 616 | $250.4K | 0.08% | −4,134−87.0% | Reduced |
| Marcum Wealth, LLC | 616 | $250.4K | 0.02% | −7−1.1% | Reduced |
| Dakota Wealth Management | 617 | $250.8K | 0.01% | +617 | New |
| Southland Equity Partners LLC | 625 | $254.0K | 0.06% | +625 | New |
| Heartland Bank & Trust Co | 626 | $254.4K | 0.14% | −23−3.5% | Reduced |
| Fisher Asset Management, LLC | 633 | $257.3K | 0.00% | −150−19.2% | Reduced |
| Sound Income Strategies, LLC | 634 | $257.6K | 0.02% | +286+82.2% | Added |
| Virtus Investment Advisers, Inc. | 638 | $259.3K | 0.20% | +638 | New |
| Ellevest, Inc. | 642 | $260.9K | 0.01% | −76−10.6% | Reduced |
| Clark Financial Services Group Inc | 643 | $261.3K | 0.24% | +16+2.6% | Added |
| Shulman DeMeo Asset Management LLC | 645 | $262.3K | 0.06% | +1+0.2% | Added |
| Green Harvest Asset Management LLC | 646 | $262.6K | 0.01% | +646 | New |
| Bank of New Hampshire | 650 | $264.2K | 0.07% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 653 | $265.3K | 0.02% | +1+0.2% | Added |
| Avenue 1 Advisors, LLC | 654 | $265.8K | 0.10% | −58−8.1% | Reduced |
| J. W. Coons Advisors, LLC | 654 | $265.8K | 0.07% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 659 | $267.8K | 0.02% | +659 | New |
| Mitchell Sinkler & Starr | 660 | $268.2K | 0.07% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 660 | $268.2K | 0.13% | +25+3.9% | Added |
| Merit Financial Group, LLC | 660 | $268.3K | 0.01% | −594−47.4% | Reduced |
| Elevatus Welath Management | 666 | $270.6K | 0.09% | 00.0% | Unchanged |
| Wedbush Securities Inc | 667 | $271.0K | 0.01% | −658−49.7% | Reduced |
| Gryphon Financial Partners LLC | 668 | $271.7K | 0.04% | +668 | New |
| Eqis Capital Management, Inc. | 669 | $271.8K | 0.02% | −135−16.8% | Reduced |
| Larson Financial Group LLC | 672 | $273.1K | 0.02% | +449+201.3% | Added |
| CTC Alternative Strategies, Ltd. | 673 | $273.5K | 0.34% | −527−43.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 681 | $276.8K | 0.04% | +37+5.7% | Added |
| Quent Capital, LLC | 686 | $278.5K | 0.03% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 695 | $282.0K | 0.03% | +695 | New |
| Heritage Wealth Advisors | 698 | $283.8K | 0.01% | +139+24.9% | Added |
| Strengthening Families & Communities, LLC | 700 | $284.5K | 0.07% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 703 | $285.7K | 0.00% | +7+1.0% | Added |
| Rothschild Investment LLC | 704 | $286.1K | 0.02% | −8−1.1% | Reduced |
| Twin Capital Management Inc | 709 | $288.2K | 0.03% | +709 | New |
| Exencial Wealth Advisors, LLC | 715 | $290.6K | 0.01% | −96−11.8% | Reduced |
| Atalanta Sosnoff Capital, LLC | 717 | $291.3K | 0.01% | −306−29.9% | Reduced |
| Grove Bank & Trust | 719 | $292.2K | 0.04% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 722 | $293.4K | 0.15% | +47+7.0% | Added |
| AdvisorNet Financial, Inc | 722 | $293.4K | 0.02% | +56+8.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 723 | $293.8K | 0.03% | +6+0.8% | Added |
| Aspen Investment Management Inc | 724 | $294.0K | 0.14% | +21+3.0% | Added |
| Capital Investment Counsel, LLC | 728 | $295.9K | 0.05% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 734 | $298.3K | 0.02% | +734 | New |
| Systematic Alpha Investments, LLC | 738 | $299.9K | 0.01% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 739 | $300.0K | 0.20% | −17−2.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 739 | $300.2K | 0.01% | −5−0.7% | Reduced |
| E Fund Management Co., Ltd. | 739 | $300.4K | 0.02% | −72−8.9% | Reduced |
| Perfromance Wealth Partners, LLC | 741 | $301.2K | 0.01% | +10+1.4% | Added |
| Compton Wealth Advisory Group, LLC | 742 | $301.6K | 0.08% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 750 | $304.8K | 0.05% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 751 | $305.3K | 0.02% | −395−34.5% | Reduced |
| Angeles Wealth Management, LLC | 755 | $306.9K | 0.03% | −81−9.7% | Reduced |
| Smith, Moore & Co. | 755 | $306.9K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 756 | $307.3K | 0.03% | −18−2.3% | Reduced |
| TFB Advisors LLC | 760 | $308.9K | 0.09% | −20−2.6% | Reduced |
| Dodds Wealth, LLC | 800 | $309.8K | 0.10% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 762 | $310.0K | 0.01% | +112+17.2% | Added |
| Bremer Bank National Association | 764 | $310.5K | 0.06% | −34−4.3% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 765 | $310.9K | 0.08% | +765 | New |
| Old National Bancorp | 776 | $315.4K | 0.01% | +776 | New |
| Jump Financial, LLC | 778 | $316.2K | 0.01% | −19,007−96.1% | Reduced |
| Simon Quick Advisors, LLC | 778 | $316.2K | 0.02% | +106+15.8% | Added |
| Horizon Family Wealth, Inc. | 781 | $317.3K | 0.23% | +11+1.4% | Added |