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, Q1 2022
Institutional positions in Health Catalyst, Inc. as of Mar 31, 2022. 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
- 185
- −1 vs. Q4 2021
- Shares held
- 53.3M
- −1.92M (−3.5%) vs. Q4 2021
- Total value
- $1.39B
- −$794.7M (−36.4%) vs. Q4 2021
- New holders
- 32
- 84 more added
- Sold out
- 33
- 44 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | −2−18.2% | Reduced |
| Global Retirement Partners, LLC | 34 | $0 | 0.00% | +34 | New |
| McIlrath & Eck, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 32 | $1.00K | 0.00% | +32 | New |
| Ellevest, Inc. | 31 | $1.00K | 0.00% | +31 | New |
| Exane Derivatives | 43 | $1.12K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 90 | $2.00K | 0.00% | +73+429.4% | Added |
| CWM, LLC | 63 | $2.00K | 0.00% | +63 | New |
| Quadrant Capital Group LLC | 74 | $2.00K | 0.00% | +74 | New |
| Concord Wealth Partners | 76 | $2.00K | 0.00% | +76 | New |
| Bessemer Group Inc | 106 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 119 | $3.00K | 0.00% | +89+296.7% | Added |
| TCWP LLC | 150 | $3.00K | 0.00% | +150 | New |
| IFP Advisors, Inc | 128 | $4.00K | 0.00% | +93+265.7% | Added |
| Private Capital Group, LLC | 180 | $5.00K | 0.00% | +180 | New |
| Sageworth Trust Co of South Dakota | 281 | $7.00K | 0.01% | −1,248−81.6% | Reduced |
| HighMark Wealth Management LLC | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 390 | $10.0K | 0.00% | −1,660−81.0% | Reduced |
| Kozak & Associates, Inc. | 405 | $10.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 577 | $15.0K | 0.00% | +577 | New |
| Aquatic Capital Management LLC | 700 | $18.0K | 0.03% | −1,300−65.0% | Reduced |
| Heritage Wealth Management, LLC | 696 | $18.0K | 0.00% | +696 | New |
| Signaturefd, LLC | 736 | $19.0K | 0.00% | +121+19.7% | Added |
| Spire Wealth Management | 900 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,063 | $28.0K | 0.00% | −176−14.2% | Reduced |
| Manchester Capital Management LLC | 1,159 | $30.0K | 0.00% | +1,008+667.5% | Added |
| AdvisorNet Financial, Inc | 1,200 | $31.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,264 | $33.0K | 0.00% | +1,264 | New |
| Tower Research Capital LLC (TRC) | 1,397 | $36.0K | 0.00% | +212+17.9% | Added |
| Fifth Third Bancorp | 1,565 | $41.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,074 | $58.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,209 | $83.0K | 0.00% | +3,201+40,012.5% | Added |
| Metropolitan Life Insurance Co | 3,263 | $85.3K | 0.00% | −9,967−75.3% | Reduced |
| Citigroup Inc | 4,071 | $107.0K | 0.00% | −11,027−73.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,079 | $107.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,270 | $111.0K | 0.00% | +463+12.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,445 | $116.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,324 | $137.0K | 0.00% | +2,467+86.3% | Added |
| Quent Capital, LLC | 8,000 | $209.0K | 0.04% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 8,464 | $221.0K | 0.00% | −94−1.1% | Reduced |
| Amalgamated Bank | 8,526 | $223.0K | 0.00% | −558−6.1% | Reduced |
| Amalgamated Financial Corp. | 8,526 | $223.0K | 0.00% | +8,526 | New |
| Spearhead Capital Advisors, LLC | 8,627 | $225.0K | 0.03% | +8,627 | New |
| HSBC Holdings PLC | 8,622 | $228.0K | 0.00% | −17,660−67.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 9,018 | $236.0K | 0.80% | +22+0.2% | Added |
| Teacher Retirement System of Texas | 9,147 | $239.0K | 0.00% | +554+6.4% | Added |
| US Bancorp | 9,260 | $242.0K | 0.00% | +1,139+14.0% | Added |
| Commonwealth Equity Services, LLC | 9,363 | $244.0K | 0.00% | −267−2.8% | Reduced |
| ProShare Advisors LLC | 9,802 | $256.0K | 0.00% | −1,615−14.1% | Reduced |
| First Trust Advisors LP | 10,408 | $272.0K | 0.00% | −11,323−52.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,442 | $272.0K | 0.00% | +646+6.6% | Added |
| Baird Financial Group, Inc. | 11,093 | $290.0K | 0.00% | +2,906+35.5% | Added |
| LPL Financial LLC | 11,126 | $291.0K | 0.00% | −218−1.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,123 | $291.0K | 0.00% | +11,123 | New |
| Raymond James Financial Services Advisors, Inc. | 11,157 | $292.0K | 0.00% | +6,053+118.6% | Added |
| Boston Family Office LLC | 11,274 | $295.0K | 0.02% | +250+2.3% | Added |
| Arizona State Retirement System | 11,961 | $313.0K | 0.00% | +328+2.8% | Added |
| Vista Wealth Management Group, LLC | 12,477 | $326.0K | 0.05% | 00.0% | Unchanged |
| Man Group plc | 13,240 | $346.0K | 0.00% | +13,240 | New |
| State Board of Administration of Florida Retirement System | 14,024 | $366.0K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 14,079 | $368.0K | 0.05% | +239+1.7% | Added |
| Polar Capital Holdings Plc | 14,755 | $386.0K | 0.00% | +7,755+110.8% | Added |
| Capital Planning Advisors, LLC | 14,870 | $389.0K | 0.08% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,018 | $392.0K | 0.00% | −7,501−33.3% | Reduced |
| Crossmark Global Holdings, Inc. | 15,033 | $393.0K | 0.01% | +8,843+142.9% | Added |
| Brighton Jones LLC | 15,626 | $408.0K | 0.02% | +230+1.5% | Added |
| Creative Planning | 15,677 | $410.0K | 0.00% | +15,677 | New |
| Quantbot Technologies LP | 17,926 | $468.0K | 0.04% | +558+3.2% | Added |
| Perigon Wealth Management, LLC | 18,019 | $471.0K | 0.03% | +18,019 | New |
| Skandinaviska Enskilda Banken AB (publ) | 18,350 | $479.0K | 0.00% | −9,109−33.2% | Reduced |
| Barclays PLC | 19,905 | $521.0K | 0.00% | +19,905 | New |
| Voya Investment Management LLC | 20,125 | $526.0K | 0.00% | +489+2.5% | Added |
| Stifel Financial Corp | 20,162 | $527.0K | 0.00% | −13,144−39.5% | Reduced |
| Price T Rowe Associates Inc | 20,483 | $535.0K | 0.00% | +5,142+33.5% | Added |
| Manufacturers Life Insurance Company, The | 21,192 | $553.7K | 0.00% | −4,476−17.4% | Reduced |
| Wells Fargo & Company | 22,295 | $582.0K | 0.00% | −16,881−43.1% | Reduced |
| UBS Group AG | 23,345 | $610.0K | 0.00% | −22,437−49.0% | Reduced |
| Ergoteles LLC | 24,338 | $636.0K | 0.02% | +24,338 | New |
| Twinbeech Capital LP | 25,451 | $665.0K | 0.03% | +25,451 | New |
| American International Group, Inc. | 25,953 | $678.0K | 0.00% | −1,827−6.6% | Reduced |
| HRT Financial LP | 25,968 | $678.0K | 0.00% | +25,968 | New |
| Caption Management, LLC | 26,344 | $688.0K | 0.05% | +5,893+28.8% | Added |
| MetLife Investment Management | 27,453 | $717.3K | 0.00% | +9,967+57.0% | Added |
| Two Sigma Advisers, LP | 29,000 | $758.0K | 0.00% | +29,000 | New |
| Raymond James & Associates | 29,170 | $762.0K | 0.00% | −70,469−70.7% | Reduced |
| Adams Street Partners LLC | 34,157 | $803.0K | 0.15% | +34,157 | New |
| CVS Health Corp | 32,273 | $843.0K | 0.73% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 32,523 | $850.0K | 0.11% | +2,318+7.7% | Added |
| Cna Financial Corp | 33,750 | $882.0K | 0.27% | +4,530+15.5% | Added |
| Sepio Capital, LP | 36,219 | $946.0K | 0.08% | −388−1.1% | Reduced |
| Segall Bryant & Hamill, LLC | 38,226 | $1.00M | 0.01% | −492,511−92.8% | Reduced |
| Occudo Quantitative Strategies LP | 39,958 | $1.04M | 0.09% | +7,729+24.0% | Added |
| National Bank of Canada | 48,675 | $1.09M | 0.00% | +48,675 | New |
| Baker Boyer National Bank | 44,611 | $1.17M | 0.56% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 43,795 | $1.17M | 0.01% | +73+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 45,100 | $1.18M | 0.01% | +26,400+141.2% | Added |
| Parametric Portfolio Associates LLC | 46,511 | $1.22M | 0.00% | −5,582−10.7% | Reduced |
| SG Americas Securities, LLC | 49,175 | $1.28M | 0.01% | −337,323−87.3% | Reduced |
| Duality Advisers, LP | 50,833 | $1.33M | 0.14% | +8,466+20.0% | Added |