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 |
|---|---|---|---|---|---|
| Financial Guidance Group, Inc. | 782 | $318.0K | 0.19% | −79−9.2% | Reduced |
| Tuttle Tactical Management | 783 | $318.2K | 1.73% | +102+15.0% | Added |
| Optas, LLC | 785 | $319.0K | 0.07% | +147+23.0% | Added |
| Sage Mountain Advisors LLC | 786 | $319.4K | 0.03% | −52−6.2% | Reduced |
| Enterprise Financial Services Corp | 795 | $323.1K | 0.19% | −54−6.4% | Reduced |
| Nations Financial Group Inc, | 799 | $324.9K | 0.02% | +799 | New |
| Crestline Management, LP | 800 | $325.1K | 0.02% | +800 | New |
| Badgley Phelps Wealth Managers, LLC | 809 | $328.8K | 0.01% | +809 | New |
| Moors & Cabot, Inc. | 819 | $333.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 821 | $333.7K | 0.07% | −63−7.1% | Reduced |
| Lee Financial Co | 821 | $333.8K | 0.05% | +33+4.2% | Added |
| First Foundation Advisors | 822 | $334.2K | 0.01% | −248−23.2% | Reduced |
| SFMG, LLC | 824 | $334.7K | 0.03% | −27−3.2% | Reduced |
| Pinnacle Associates Ltd | 1,237 | $334.9K | 0.01% | −41−3.2% | Reduced |
| Personal Cfo Solutions, LLC | 830 | $337.5K | 0.05% | −70−7.8% | Reduced |
| MJP Associates Inc | 832 | $338.2K | 0.06% | −253−23.3% | Reduced |
| Howland Capital Management LLC | 838 | $340.6K | 0.01% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 851 | $345.8K | 0.09% | −41−4.6% | Reduced |
| Matrix Private Capital Group LLC | 853 | $346.7K | 0.20% | −100−10.5% | Reduced |
| Affinity Investment Advisors, LLC | 860 | $349.5K | 0.24% | −2−0.2% | Reduced |
| Quotient Wealth Partners, LLC | 860 | $349.5K | 0.01% | +38+4.6% | Added |
| Diligent Investors, LLC | 860 | $349.7K | 0.08% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 865 | $351.6K | 0.01% | −55−6.0% | Reduced |
| Sentry Investment Management LLC | 867 | $352.0K | 0.15% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 866 | $352.0K | 0.08% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 872 | $354.4K | 0.00% | −11,690−93.1% | Reduced |
| Richardson Financial Services Inc. | 1,110 | $356.6K | 0.23% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 898 | $364.8K | 0.07% | −10−1.1% | Reduced |
| MBB Public Markets I LLC | 900 | $365.8K | 0.03% | −13,166−93.6% | Reduced |
| Lockerman Financial Group, Inc. | 900 | $365.8K | 0.62% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 901 | $366.2K | 0.19% | 00.0% | Unchanged |
| Avestar Capital, LLC | 901 | $366.2K | 0.04% | +71+8.6% | Added |
| Snowden Capital Advisors LLC | 906 | $368.2K | 0.01% | −62−6.4% | Reduced |
| Tenon Financial LLC | 908 | $369.0K | 0.24% | +908 | New |
| Rosenberg Matthew Hamilton | 914 | $371.5K | 0.10% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 915 | $371.9K | 0.04% | −451−33.0% | Reduced |
| Edmp, Inc. | 915 | $371.9K | 0.31% | 00.0% | Unchanged |
| American Trust | 916 | $372.3K | 0.03% | +916 | New |
| HighPoint Advisor Group LLC | 1,046 | $373.5K | 0.02% | +42+4.2% | Added |
| Arthur M. Cohen & Associates, LLC | 928 | $376.3K | 0.07% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 930 | $377.0K | 0.01% | +10+1.1% | Added |
| Verum Partners LLC | 929 | $377.6K | 0.11% | +7+0.8% | Added |
| LVZ Advisors, Inc. | 929 | $377.6K | 0.05% | +36+4.0% | Added |
| PDS Planning, Inc | 932 | $378.8K | 0.03% | −11−1.2% | Reduced |
| Lake Street Financial LLC | 935 | $380.0K | 0.06% | −1−0.1% | Reduced |
| Greystone Financial Group, LLC | 937 | $380.8K | 0.07% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 938 | $381.2K | 0.03% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 940 | $382.0K | 0.18% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 942 | $383.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 945 | $383.8K | 0.05% | −8−0.8% | Reduced |
| Rehmann Capital Advisory Group | 946 | $384.8K | 0.03% | −25−2.6% | Reduced |
| Essex Savings Bank | 950 | $386.1K | 0.10% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 951 | $386.5K | 0.02% | +16+1.7% | Added |
| Capital Analysts, LLC | 952 | $387.0K | 0.02% | +82+9.4% | Added |
| Waterloo Capital, L.P. | 970 | $394.1K | 0.04% | +970 | New |
| Cercano Management LLC | 970 | $394.2K | 0.01% | +970 | New |
| Morningstar Investment Services LLC | 980 | $395.0K | 0.00% | +94+10.6% | Added |
| Advisory Alpha, LLC | 978 | $397.6K | 0.01% | +29+3.1% | Added |
| Covestor Ltd | 981 | $399.0K | 0.25% | +401+69.1% | Added |
| Forum Financial Management, LP | 982 | $399.1K | 0.01% | +2+0.2% | Added |
| RHS Financial, LLC | 984 | $399.9K | 0.20% | +984 | New |
| Fundamentun, LLC | 991 | $402.9K | 0.03% | +340+52.2% | Added |
| Accurate Wealth Management, LLC | 1,009 | $404.2K | 0.08% | −2−0.2% | Reduced |
| Sierra Capital LLC | 998 | $406.0K | 0.05% | 00.0% | Unchanged |
| Farallon Capital Management, L.L.C. | 1,000 | $406.4K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 1,000 | $406.4K | 0.05% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,000 | $406.4K | 0.02% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 1,000 | $406.4K | 0.19% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,005 | $408.5K | 0.01% | −7−0.7% | Reduced |
| Provident Wealth Management, LLC | 1,008 | $409.7K | 0.14% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 1,010 | $410.5K | 0.06% | +1,010 | New |
| Two Sigma Securities, LLC | 1,018 | $413.7K | 0.03% | −4,970−83.0% | Reduced |
| Banco BTG Pactual S.A. | 1,020 | $414.6K | 0.11% | −4,180−80.4% | Reduced |
| Exchange Traded Concepts, LLC | 1,023 | $415.8K | 0.01% | −2,435−70.4% | Reduced |
| Sunpointe, LLC | 1,026 | $417.2K | 0.34% | +78+8.2% | Added |
| Douglas Lane & Associates, LLC | 1,040 | $422.7K | 0.01% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 1,042 | $423.5K | 0.33% | −335−24.3% | Reduced |
| Abacus Planning Group, Inc. | 1,044 | $424.5K | 0.08% | +22+2.2% | Added |
| J.W. Cole Advisors, Inc. | 1,045 | $424.6K | 0.02% | +71+7.3% | Added |
| CAP Partners, LLC | 1,051 | $427.1K | 0.32% | +2+0.2% | Added |
| ClearAlpha Technologies LP | 1,054 | $428.4K | 0.18% | −327−23.7% | Reduced |
| Valeo Financial Advisors, LLC | 1,060 | $430.8K | 0.01% | +109+11.5% | Added |
| Paloma Partners Management Co | 1,060 | $430.8K | 0.02% | −5,580−84.0% | Reduced |
| StoneX Group Inc. | 1,077 | $437.6K | 0.03% | −42−3.8% | Reduced |
| ZWJ Investment Counsel Inc | 1,082 | $439.8K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,084 | $440.6K | 0.11% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,090 | $443.0K | 0.01% | −42−3.7% | Reduced |
| Sterling Investment Counsel, LLC | 1,099 | $446.7K | 0.16% | −54−4.7% | Reduced |
| Cedrus LLC | 1,103 | $448.3K | 0.17% | −217−16.4% | Reduced |
| Central Trust Co | 1,103 | $448.3K | 0.01% | −53−4.6% | Reduced |
| Skopos Labs, Inc. | 1,115 | $453.2K | 0.15% | +93+9.1% | Added |
| Advisor OS, LLC | 1,121 | $455.7K | 0.05% | +108+10.7% | Added |
| Gray Private Wealth, LLC | 1,126 | $457.6K | 0.27% | 00.0% | Unchanged |
| Private Trust Co NA | 1,137 | $462.1K | 0.05% | +160+16.4% | Added |
| Financial Advisory Service, Inc. | 1,140 | $463.3K | 0.04% | 00.0% | Unchanged |
| Sienna Gestion | 1,143 | $463.4K | 0.03% | +1,143 | New |
| Independent Advisor Alliance | 1,142 | $464.3K | 0.02% | +194+20.5% | Added |
| Whittier Trust Co | 1,154 | $469.0K | 0.01% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,155 | $469.4K | 0.38% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,157 | $470.2K | 0.02% | +255+28.3% | Added |