Health Catalyst, Inc.
HCAT- Exchange
- Nasdaq
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001636422
In the last 90 days, Health Catalyst, Inc. insiders filed 1 open-market purchase and 0 sales; 127 institutions reported holding it in 13F filings for Q2 2026, worth $104.0M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Health Catalyst, Inc. as of Sep 30, 2021. 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
- 198
- +2 vs. Q2 2021
- Shares held
- 53.3M
- +5.53M (+11.6%) vs. Q2 2021
- Total value
- $2.67B
- +$8.05M (+0.3%) vs. Q2 2021
- New holders
- 23
- 98 more added
- Sold out
- 21
- 49 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HCAT 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 | 127 | $104.0M |
| Q1 2026 | 132 | $70.9M |
| Q4 2025 | 136 | $132.0M |
| Q3 2025 | 145 | $154.3M |
| Q2 2025 | 146 | $204.2M |
| Q1 2025 | 166 | $240.9M |
| Q4 2024 | 168 | $375.6M |
| Q3 2024 | 159 | $423.2M |
| Q2 2024 | 161 | $325.7M |
| Q1 2024 | 174 | $377.4M |
| Q4 2023 | 167 | $460.5M |
| Q3 2023 | 159 | $499.7M |
| Q2 2023 | 154 | $610.2M |
| Q1 2023 | 161 | $566.5M |
| Q4 2022 | 167 | $519.1M |
| Q3 2022 | 172 | $473.3M |
| Q2 2022 | 181 | $766.6M |
| Q1 2022 | 185 | $1.39B |
| Q4 2021 | 186 | $2.19B |
| Q3 2021 | 198 | $2.67B |
| Q2 2021 | 198 | $2.68B |
| Q1 2021 | 190 | $2.05B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Liberty Wealth Management LLC | 11 | $1.00K | 0.00% | +11 | New |
| Rockefeller Capital Management L.P. | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 38 | $2.00K | 0.00% | +38 | New |
| Berman Capital Advisors, LLC | 46 | $2.00K | 0.00% | +46 | New |
| Exane Derivatives | 45 | $2.25K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 35 | $3.00K | 0.00% | −119−77.3% | Reduced |
| Pittenger & Anderson Inc | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 63 | $3.15K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 96 | $5.00K | 0.00% | −145−60.2% | Reduced |
| TCI Wealth Advisors, Inc. | 93 | $5.00K | 0.00% | +52+126.8% | Added |
| Parallel Advisors, LLC | 106 | $5.00K | 0.00% | +106 | New |
| Total Clarity Wealth Management, Inc. | 103 | $5.00K | 0.00% | +103 | New |
| Private Capital Group, LLC | 127 | $6.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 143 | $7.00K | 0.00% | +143 | New |
| Steward Partners Investment Advisory, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 257 | $13.0K | 0.00% | +97+60.6% | Added |
| Bessemer Group Inc | 257 | $13.0K | 0.00% | +151+142.5% | Added |
| Kozak & Associates, Inc. | 405 | $20.0K | 0.01% | +405 | New |
| Global Retirement Partners, LLC | 503 | $25.0K | 0.00% | −13−2.5% | Reduced |
| Signaturefd, LLC | 541 | $27.0K | 0.00% | +12+2.3% | Added |
| First Horizon Advisors, Inc. | 566 | $28.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 645 | $32.0K | 0.02% | +54+9.1% | Added |
| Heritage Wealth Management, LLC | 909 | $45.0K | 0.02% | −213−19.0% | Reduced |
| Spire Wealth Management | 900 | $45.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,200 | $60.0K | 0.00% | +1,200 | New |
| Advisor Group Holdings, Inc. | 1,466 | $73.0K | 0.00% | +314+27.3% | Added |
| Fifth Third Bancorp | 1,565 | $78.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,992 | $100.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,050 | $103.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,074 | $104.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,452 | $123.0K | 0.00% | +463+23.3% | Added |
| First Mercantile Trust Co | 2,649 | $132.0K | 0.02% | −44−1.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,894 | $145.0K | 0.00% | −988−25.5% | Reduced |
| STRS Ohio | 3,300 | $165.0K | 0.00% | +1,100+50.0% | Added |
| DekaBank Deutsche Girozentrale | 3,350 | $168.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,728 | $187.0K | 0.00% | +2,746+279.6% | Added |
| Ameritas Investment Partners, Inc. | 3,844 | $192.0K | 0.01% | +339+9.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,445 | $222.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,588 | $229.0K | 0.00% | +36+0.8% | Added |
| Prudential Financial Inc | 4,413 | $244.0K | 0.00% | +640+17.0% | Added |
| We Are One Seven, LLC | 4,763 | $251.0K | 0.03% | −66−1.4% | Reduced |
| Walleye Capital LLC | 5,388 | $269.0K | 0.01% | −11,861−68.8% | Reduced |
| Element Pointe Advisors, LLC | 5,693 | $285.0K | 0.10% | 00.0% | Unchanged |
| Summit Global Investments | 5,800 | $290.0K | 0.02% | +5,800 | New |
| Teacher Retirement System of Texas | 6,037 | $302.0K | 0.00% | +1,231+25.6% | Added |
| Blair William & Co | 6,250 | $313.0K | 0.00% | −1,234−16.5% | Reduced |
| Capula Management Ltd | 6,301 | $315.0K | 0.02% | +6,301 | New |
| Boston Family Office LLC | 6,391 | $320.0K | 0.02% | +1,289+25.3% | Added |
| ProShare Advisors LLC | 6,428 | $321.0K | 0.00% | −5,170−44.6% | Reduced |
| Quadrature Capital Ltd | 6,712 | $336.0K | 0.01% | −18,901−73.8% | Reduced |
| Polar Capital Holdings Plc | 7,000 | $350.0K | 0.00% | +7,000 | New |
| Integrated Advisors Network LLC | 7,011 | $351.0K | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 7,290 | $365.0K | 0.00% | −4,257−36.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,419 | $371.0K | 0.00% | +21+0.3% | Added |
| Citigroup Inc | 7,446 | $372.0K | 0.00% | −10,256−57.9% | Reduced |
| Susquehanna International Group, LLP | 7,937 | $397.0K | 0.00% | +7,937 | New |
| Caption Management, LLC | 8,000 | $400.0K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,371 | $419.0K | 0.01% | −263−3.0% | Reduced |
| Oppenheimer Asset Management Inc. | 8,636 | $432.0K | 0.01% | +104+1.2% | Added |
| Amalgamated Bank | 8,910 | $446.0K | 0.00% | +467+5.5% | Added |
| Mesirow Financial Investment Management, Inc. | 8,996 | $450.0K | 1.32% | −282−3.0% | Reduced |
| US Bancorp | 9,676 | $483.0K | 0.00% | −424−4.2% | Reduced |
| Comerica Bank | 9,900 | $504.0K | 0.00% | −1,228−11.0% | Reduced |
| Hantz Financial Services, Inc. | 10,068 | $504.0K | 0.02% | +4,873+93.8% | Added |
| Arizona State Retirement System | 10,308 | $516.0K | 0.00% | +132+1.3% | Added |
| PDT Partners, LLC | 10,533 | $527.0K | 0.04% | +472+4.7% | Added |
| Commonwealth Equity Services, LLC | 10,710 | $535.0K | 0.00% | +888+9.0% | Added |
| Natixis Advisors, L.P. | 12,350 | $618.0K | 0.00% | +1,477+13.6% | Added |
| ExodusPoint Capital Management, LP | 12,603 | $630.0K | 0.01% | +12,603 | New |
| Metropolitan Life Insurance Co | 13,230 | $661.6K | 0.01% | +867+7.0% | Added |
| State Board of Administration of Florida Retirement System | 13,525 | $676.0K | 0.00% | +480+3.7% | Added |
| Cigna Investments Inc | 13,840 | $692.0K | 0.05% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 14,596 | $730.0K | 0.01% | +2,870+24.5% | Added |
| Capital Planning Advisors, LLC | 14,870 | $744.0K | 0.15% | 00.0% | Unchanged |
| Brighton Jones LLC | 15,396 | $770.0K | 0.04% | −14,054−47.7% | Reduced |
| UBS Group AG | 15,394 | $770.0K | 0.00% | +5,683+58.5% | Added |
| Price T Rowe Associates Inc | 16,005 | $800.0K | 0.00% | +491+3.2% | Added |
| Dynamic Technology Lab Private Ltd | 16,060 | $803.0K | 0.10% | +16,060 | New |
| LPL Financial LLC | 16,377 | $819.0K | 0.00% | −192−1.2% | Reduced |
| Change Path, LLC | 16,732 | $837.0K | 0.05% | 00.0% | Unchanged |
| Wells Fargo & Company | 16,795 | $840.0K | 0.00% | +13,876+475.4% | Added |
| MetLife Investment Management | 17,486 | $874.5K | 0.01% | +1,339+8.3% | Added |
| Voya Investment Management LLC | 17,616 | $881.0K | 0.00% | +328+1.9% | Added |
| Schonfeld Strategic Advisors LLC | 18,500 | $925.0K | 0.01% | +613+3.4% | Added |
| Cna Financial Corp | 21,090 | $1.05M | 0.29% | +250+1.2% | Added |
| Quantbot Technologies LP | 21,583 | $1.08M | 0.08% | +5,600+35.0% | Added |
| Envestnet Asset Management Inc | 21,994 | $1.10M | 0.00% | +483+2.2% | Added |
| Massachusetts Financial Services Co | 22,101 | $1.10M | 0.00% | −325,395−93.6% | Reduced |
| Winton Group Ltd | 23,674 | $1.18M | 0.07% | +102+0.4% | Added |
| Manufacturers Life Insurance Company, The | 25,473 | $1.27M | 0.00% | +620+2.5% | Added |
| Jump Financial, LLC | 26,738 | $1.34M | 0.10% | −22,362−45.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 27,459 | $1.37M | 0.01% | −9,922−26.5% | Reduced |
| American International Group, Inc. | 27,445 | $1.37M | 0.01% | +2,393+9.6% | Added |
| HSBC Holdings PLC | 27,873 | $1.39M | 0.00% | +21,797+358.7% | Added |
| Voloridge Investment Management, LLC | 29,014 | $1.45M | 0.01% | +13,125+82.6% | Added |
| DnB Asset Management AS | 29,700 | $1.49M | 0.01% | +29,700 | New |
| Cubist Systematic Strategies, LLC | 30,444 | $1.52M | 0.02% | −39,271−56.3% | Reduced |
| Essex Investment Management Co LLC | 31,192 | $1.56M | 0.19% | +31,192 | New |
| AlphaCrest Capital Management LLC | 32,653 | $1.63M | 0.08% | −8,494−20.6% | Reduced |