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, Q2 2022
Institutional positions in Health Catalyst, Inc. as of Jun 30, 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
- 181
- −2 vs. Q1 2022
- Shares held
- 52.8M
- −410.9K (−0.8%) vs. Q1 2022
- Total value
- $766.6M
- −$623.5M (−44.9%) vs. Q1 2022
- New holders
- 38
- 77 more added
- Sold out
- 40
- 41 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 30 | $0 | 0.00% | −89−74.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 34 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 34 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $0 | 0.00% | +1+11.1% | Added |
| Allworth Financial LP | 9 | $0 | 0.00% | +9 | New |
| Bogart Wealth, LLC | 10 | $0 | 0.00% | +10 | New |
| Ronald Blue Trust, Inc. | 8 | $0 | 0.00% | +8 | New |
| Exane Derivatives | 43 | $623 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 63 | $1.00K | 0.00% | +32+103.2% | Added |
| McIlrath & Eck, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 51 | $1.00K | 0.00% | +51 | New |
| Glassman Wealth Services | 119 | $2.00K | 0.00% | +119 | New |
| EverSource Wealth Advisors, LLC | 154 | $2.00K | 0.00% | +154 | New |
| Lindbrook Capital, LLC | 128 | $2.00K | 0.00% | +128 | New |
| CoreCap Advisors, LLC | 120 | $2.00K | 0.00% | +120 | New |
| Leonteq Securities AG | 193 | $2.80K | 0.00% | +193 | New |
| Parallel Advisors, LLC | 197 | $3.00K | 0.00% | +197 | New |
| HighMark Wealth Management LLC | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 281 | $4.00K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 93 | $4.00K | 0.00% | −35−27.3% | Reduced |
| Private Trust Co NA | 306 | $4.00K | 0.00% | +306 | New |
| Crewe Advisors LLC | 263 | $4.00K | 0.00% | +263 | New |
| Nisa Investment Advisors, LLC | 390 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 405 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 383 | $6.00K | 0.00% | +320+507.9% | Added |
| Spire Wealth Management | 450 | $7.00K | 0.00% | −450−50.0% | Reduced |
| Heritage Wealth Management, LLC | 696 | $10.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 743 | $11.0K | 0.00% | −8,517−92.0% | Reduced |
| TCI Wealth Advisors, Inc. | 777 | $11.0K | 0.00% | +777 | New |
| Harel Insurance Investments & Financial Services Ltd. | 976 | $14.0K | 0.00% | −87−8.2% | Reduced |
| Fairfield, Bush & Co. | 975 | $14.0K | 0.01% | +975 | New |
| Quadrant Capital Group LLC | 1,069 | $15.0K | 0.00% | +995+1,344.6% | Added |
| AdvisorNet Financial, Inc | 1,200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,302 | $19.0K | 0.00% | +1,212+1,346.7% | Added |
| Manchester Capital Management LLC | 1,424 | $21.0K | 0.00% | +265+22.9% | Added |
| Signaturefd, LLC | 1,551 | $22.0K | 0.00% | +815+110.7% | Added |
| Macquarie Group Ltd | 1,827 | $26.0K | 0.00% | +1,827 | New |
| Great West Life Assurance Co | 2,074 | $30.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,214 | $31.0K | 0.00% | −20,081−90.1% | Reduced |
| Metropolitan Life Insurance Co | 3,263 | $47.3K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,324 | $48.0K | 0.00% | −20,021−85.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,079 | $59.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,091 | $60.0K | 0.00% | −179−4.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,445 | $64.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,001 | $72.0K | 0.00% | −323−6.1% | Reduced |
| Amalgamated Bank | 6,869 | $100.0K | 0.00% | −1,657−19.4% | Reduced |
| Citigroup Inc | 6,899 | $100.0K | 0.00% | +2,828+69.5% | Added |
| Quent Capital, LLC | 8,000 | $116.0K | 0.02% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 10,805 | $157.0K | 0.01% | +10,805 | New |
| Merriman Wealth Management, LLC | 12,000 | $174.0K | 0.01% | −81,532−87.2% | Reduced |
| Quantamental Technologies LLC | 12,272 | $178.0K | 0.08% | +12,272 | New |
| Walleye Capital LLC | 12,501 | $181.0K | 0.01% | +12,501 | New |
| Arizona State Retirement System | 12,696 | $184.0K | 0.00% | +735+6.1% | Added |
| LPL Financial LLC | 13,055 | $189.0K | 0.00% | +1,929+17.3% | Added |
| Crossmark Global Holdings, Inc. | 13,333 | $193.0K | 0.01% | −1,700−11.3% | Reduced |
| Vista Wealth Management Group, LLC | 12,477 | $197.0K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 14,079 | $204.0K | 0.04% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 14,134 | $205.0K | 0.00% | +110+0.8% | Added |
| Baker Boyer National Bank | 14,381 | $208.0K | 0.11% | −30,230−67.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,920 | $216.0K | 0.00% | +14,920 | New |
| Capital Planning Advisors, LLC | 15,499 | $225.0K | 0.06% | +629+4.2% | Added |
| SEI Investments Co | 16,472 | $228.0K | 0.00% | +16,472 | New |
| Creative Planning | 15,940 | $231.0K | 0.00% | +263+1.7% | Added |
| Baird Financial Group, Inc. | 15,971 | $231.0K | 0.00% | +4,878+44.0% | Added |
| Stifel Financial Corp | 16,107 | $233.0K | 0.00% | −4,055−20.1% | Reduced |
| Prelude Capital Management, LLC | 16,581 | $240.0K | 0.01% | +16,581 | New |
| Perigon Wealth Management, LLC | 18,019 | $261.0K | 0.02% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 19,335 | $280.0K | 0.00% | +19,335 | New |
| PEAK6 Investments LLC | 19,696 | $285.0K | 0.01% | +19,696 | New |
| Russell Investments Group, Ltd. | 20,704 | $300.0K | 0.00% | +20,704 | New |
| ETF Managers Group, LLC | 20,003 | $310.0K | 0.01% | +20,003 | New |
| Tower Research Capital LLC (TRC) | 21,732 | $315.0K | 0.01% | +20,335+1,455.6% | Added |
| Manufacturers Life Insurance Company, The | 21,956 | $318.1K | 0.00% | +764+3.6% | Added |
| Bellecapital International Ltd. | 22,020 | $319.0K | 0.09% | −110,035−83.3% | Reduced |
| Holocene Advisors, LP | 22,066 | $320.0K | 0.00% | −43,860−66.5% | Reduced |
| Bank of Montreal | 19,533 | $328.0K | 0.00% | +19,533 | New |
| AQR Capital Management LLC | 23,341 | $338.0K | 0.00% | +23,341 | New |
| Barclays PLC | 24,487 | $354.0K | 0.00% | +4,582+23.0% | Added |
| Segall Bryant & Hamill, LLC | 24,810 | $359.0K | 0.00% | −13,416−35.1% | Reduced |
| American International Group, Inc. | 25,305 | $367.0K | 0.00% | −648−2.5% | Reduced |
| Graham Capital Management, L.P. | 25,939 | $375.0K | 0.02% | +25,939 | New |
| Price T Rowe Associates Inc | 26,287 | $381.0K | 0.00% | +5,804+28.3% | Added |
| Polar Capital Holdings Plc | 26,640 | $386.0K | 0.00% | +11,885+80.5% | Added |
| MetLife Investment Management | 27,453 | $397.8K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 27,887 | $404.0K | 0.00% | −1,283−4.4% | Reduced |
| Panagora Asset Management Inc | 27,854 | $404.0K | 0.00% | +27,854 | New |
| ExodusPoint Capital Management, LP | 29,250 | $424.0K | 0.01% | −38,674−56.9% | Reduced |
| Quadrature Capital Ltd | 31,416 | $456.0K | 0.02% | +31,416 | New |
| CVS Health Corp | 32,273 | $467.0K | 0.39% | 00.0% | Unchanged |
| Adams Street Partners LLC | 34,157 | $470.0K | 0.12% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 35,036 | $508.0K | 0.00% | +16,686+90.9% | Added |
| Sepio Capital, LP | 36,219 | $525.0K | 0.05% | 00.0% | Unchanged |
| Cna Financial Corp | 39,530 | $573.0K | 0.20% | +5,780+17.1% | Added |
| UBS Asset Management Americas Inc | 42,291 | $612.8K | 0.00% | −12,649−23.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 42,697 | $619.0K | 0.07% | +42,697 | New |
| PDT Partners, LLC | 48,230 | $699.0K | 0.06% | +48,230 | New |
| Repertoire Partners LP | 50,000 | $725.0K | 0.56% | +50,000 | New |
| Man Group plc | – | $732.0K | 0.00% | – | – |
| Jane Street Group, LLC | 53,401 | $774.0K | 0.00% | −10,966−17.0% | Reduced |
| Bullseye Asset Management LLC | 56,132 | $813.0K | 0.46% | +63+0.1% | Added |