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, 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 | 1,342 | $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, 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 |
|---|---|---|---|---|---|
| Stewardship Advisors, LLC | 553 | $224.8K | 0.06% | +553 | New |
| IMS Capital Management | 550 | $223.5K | 0.10% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 546 | $221.9K | 0.05% | +546 | New |
| Byrne Asset Management LLC | 542 | $220.3K | 0.15% | +25+4.8% | Added |
| Howard Bailey Securities, LLC | 539 | $219.1K | 0.08% | +539 | New |
| Patriot Financial Group Insurance Agency, LLC | 539 | $219.0K | 0.03% | +539 | New |
| AllGen Financial Advisors, Inc. | 538 | $218.7K | 0.07% | +538 | New |
| Certified Advisory Corp | 535 | $217.5K | 0.02% | +535 | New |
| CJM Wealth Advisers, Ltd. | 534 | $217.0K | 0.07% | +534 | New |
| WorthPointe, LLC | 529 | $214.9K | 0.09% | +529 | New |
| Terry L. Blaker | 525 | $213.4K | 0.01% | +525 | New |
| First American Bank | 524 | $213.0K | 0.02% | −500−48.8% | Reduced |
| CoreCap Advisors, LLC | 523 | $212.6K | 0.01% | +50+10.6% | Added |
| Dean Investment Associates, LLC | 523 | $212.6K | 0.03% | −143−21.5% | Reduced |
| Samalin Investment Counsel, LLC | 523 | $212.4K | 0.09% | +523 | New |
| Eagle Wealth Strategies LLC | 519 | $210.9K | 0.15% | +519 | New |
| EverSource Wealth Advisors, LLC | 518 | $210.6K | 0.01% | +1+0.2% | Added |
| ASB Consultores, LLC | 516 | $209.7K | 0.08% | +516 | New |
| Hilltop Holdings Inc. | 514 | $208.5K | 0.01% | +514 | New |
| ICONIQ Capital, LLC | 513 | $208.5K | 0.00% | +513 | New |
| Canopy Partners, LLC | 513 | $208.5K | 0.09% | +513 | New |
| Proficio Capital Partners LLC | 512 | $207.9K | 0.02% | −167−24.6% | Reduced |
| Firethorn Wealth Partners, LLC | 510 | $207.3K | 0.11% | +510 | New |
| IHT Wealth Management, LLC | 509 | $206.9K | 0.01% | +509 | New |
| Bailard, Inc. | 508 | $206.5K | 0.01% | +508 | New |
| Raleigh Capital Management Inc. | 501 | $203.8K | 0.08% | −23−4.4% | Reduced |
| 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 |
| Curran Financial Partners, LLC | 498 | $202.4K | 0.06% | +498 | New |
| TPG Financial Advisors, LLC | 497 | $202.0K | 0.09% | +497 | New |
| Robertson Stephens Wealth Management, LLC | 495 | $201.2K | 0.01% | +495 | New |
| Resonant Capital Advisors, LLC | 493 | $200.4K | 0.01% | +493 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $199.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 485 | $197.1K | 0.03% | −9−1.8% | Reduced |
| Evolution Advisers, Inc. | 467 | $189.0K | 0.10% | +379+430.7% | Added |
| CVA Family Office, LLC | 462 | $187.8K | 0.03% | +14+3.1% | Added |
| State of Wyoming | 461 | $187.4K | 0.03% | +85+22.6% | Added |
| Hilltop National Bank | 427 | $173.5K | 0.05% | −72−14.4% | Reduced |
| Sandy Spring Bank | 425 | $172.7K | 0.01% | −14−3.2% | Reduced |
| Massmutual Trust Co FSB | 421 | $171.1K | 0.00% | +29+7.4% | Added |
| Clearstead Advisors, LLC | 420 | $170.7K | 0.00% | +39+10.2% | Added |
| 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 |
| Prestige Wealth Management Group LLC | 398 | $161.8K | 0.03% | 00.0% | Unchanged |
| Wintrust Investments LLC | 389 | $158.0K | 0.12% | −3,285−89.4% | Reduced |
| Leonteq Securities AG | 381 | $154.8K | 0.02% | −191−33.4% | Reduced |
| Ulland Investment Advisors, LLC | 360 | $146.0K | 0.11% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 350 | $142.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 345 | $142.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 347 | $141.0K | 0.00% | +7+2.1% | Added |
| Versant Capital Management, Inc | 332 | $134.9K | 0.03% | +83+33.3% | Added |
| Reuter James Wealth Management, LLC | 327 | $132.9K | 0.02% | +327 | New |
| AlphaCentric Advisors LLC | 321 | $130.5K | 0.10% | −12−3.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 300 | $121.9K | 0.06% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 292 | $118.7K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 288 | $117.1K | 0.01% | −7−2.4% | Reduced |
| Westside Investment Management, Inc. | 289 | $115.9K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 285 | $115.8K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 280 | $113.8K | 0.03% | 00.0% | Unchanged |
| Close Asset Management Ltd | 275 | $112.0K | 0.00% | +175+175.0% | Added |
| Tobam | 255 | $104.0K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 253 | $102.8K | 0.02% | +253 | New |
| Sittner & Nelson, LLC | 251 | $102.2K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 243 | $98.8K | 0.02% | +243 | New |
| Financial Management Professionals, Inc. | 238 | $97.0K | 0.01% | +84+54.5% | Added |
| Capital Advisors, Ltd. LLC | 236 | $96.0K | 0.01% | +7+3.1% | Added |
| Oarsman Capital, Inc. | 235 | $95.5K | 0.02% | +235 | New |
| Creative Financial Designs Inc | 229 | $93.1K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 229 | $93.1K | 0.00% | +117+104.5% | Added |
| Trifecta Capital Advisors, LLC | 225 | $91.4K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 220 | $89.4K | 0.06% | −50−18.5% | Reduced |
| Washington Trust Co | 202 | $82.1K | 0.00% | 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 |
| Centerpoint Advisors, LLC | 200 | $81.0K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $80.9K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 197 | $80.1K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 230 | $79.5K | 0.01% | +12+5.5% | Added |
| Pingora Partners LLC | 180 | $73.2K | 0.05% | −20−10.0% | Reduced |
| Riverview Trust Co | 178 | $72.3K | 0.06% | +4+2.3% | Added |
| Hemington Wealth Management | 202 | $72.0K | 0.02% | +202 | New |
| Motco | 162 | $65.8K | 0.01% | +162 | New |
| Red Tortoise LLC | 157 | $63.8K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 152 | $61.8K | 0.01% | +12+8.6% | Added |
| NBT Bank N A | 150 | $61.0K | 0.00% | +150 | New |
| MRP Capital Investments, LLC | 150 | $61.0K | 0.06% | +150 | New |
| 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 |
| Annis Gardner Whiting Capital Advisors, LLC | 130 | $52.8K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 20,322 | $50.0K | 0.00% | +20,272+40,544.0% | Added |
| Baldwin Brothers Inc | 123 | $50.0K | 0.00% | +123 | New |
| Friedenthal Financial | 123 | $50.0K | 0.03% | +123 | New |
| Bell Investment Advisors, Inc | 116 | $47.1K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 111 | $45.1K | 0.01% | +15+15.6% | Added |
| Rise Advisors, LLC | 110 | $44.5K | 0.02% | +1+0.9% | Added |
| Concord Wealth Partners | 110 | $44.5K | 0.01% | +1+0.9% | Added |