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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 25,939 | $375.0K | 0.02% | +25,939 | New |
| American International Group, Inc. | 25,305 | $367.0K | 0.00% | −648−2.5% | Reduced |
| Segall Bryant & Hamill, LLC | 24,810 | $359.0K | 0.00% | −13,416−35.1% | Reduced |
| Barclays PLC | 24,487 | $354.0K | 0.00% | +4,582+23.0% | Added |
| AQR Capital Management LLC | 23,341 | $338.0K | 0.00% | +23,341 | New |
| Bank of Montreal | 19,533 | $328.0K | 0.00% | +19,533 | New |
| Holocene Advisors, LP | 22,066 | $320.0K | 0.00% | −43,860−66.5% | Reduced |
| Bellecapital International Ltd. | 22,020 | $319.0K | 0.09% | −110,035−83.3% | Reduced |
| Manufacturers Life Insurance Company, The | 21,956 | $318.1K | 0.00% | +764+3.6% | Added |
| Tower Research Capital LLC (TRC) | 21,732 | $315.0K | 0.01% | +20,335+1,455.6% | Added |
| ETF Managers Group, LLC | 20,003 | $310.0K | 0.01% | +20,003 | New |
| Russell Investments Group, Ltd. | 20,704 | $300.0K | 0.00% | +20,704 | New |
| PEAK6 Investments LLC | 19,696 | $285.0K | 0.01% | +19,696 | New |
| Alberta Investment Management Corp | 19,335 | $280.0K | 0.00% | +19,335 | New |
| Perigon Wealth Management, LLC | 18,019 | $261.0K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 16,581 | $240.0K | 0.01% | +16,581 | New |
| Stifel Financial Corp | 16,107 | $233.0K | 0.00% | −4,055−20.1% | Reduced |
| 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 |
| SEI Investments Co | 16,472 | $228.0K | 0.00% | +16,472 | New |
| Capital Planning Advisors, LLC | 15,499 | $225.0K | 0.06% | +629+4.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,920 | $216.0K | 0.00% | +14,920 | New |
| Baker Boyer National Bank | 14,381 | $208.0K | 0.11% | −30,230−67.8% | Reduced |
| State Board of Administration of Florida Retirement System | 14,134 | $205.0K | 0.00% | +110+0.8% | Added |
| Cigna Investments Inc | 14,079 | $204.0K | 0.04% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 12,477 | $197.0K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 13,333 | $193.0K | 0.01% | −1,700−11.3% | Reduced |
| LPL Financial LLC | 13,055 | $189.0K | 0.00% | +1,929+17.3% | Added |
| Arizona State Retirement System | 12,696 | $184.0K | 0.00% | +735+6.1% | Added |
| Walleye Capital LLC | 12,501 | $181.0K | 0.01% | +12,501 | New |
| Quantamental Technologies LLC | 12,272 | $178.0K | 0.08% | +12,272 | New |
| Merriman Wealth Management, LLC | 12,000 | $174.0K | 0.01% | −81,532−87.2% | Reduced |
| Corient Capital Partners, LLC | 10,805 | $157.0K | 0.01% | +10,805 | New |
| Quent Capital, LLC | 8,000 | $116.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Advisor Group Holdings, Inc. | 5,001 | $72.0K | 0.00% | −323−6.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,445 | $64.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,091 | $60.0K | 0.00% | −179−4.2% | Reduced |
| Ameritas Investment Partners, Inc. | 4,079 | $59.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,324 | $48.0K | 0.00% | −20,021−85.8% | Reduced |
| Metropolitan Life Insurance Co | 3,263 | $47.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,214 | $31.0K | 0.00% | −20,081−90.1% | Reduced |
| Great West Life Assurance Co | 2,074 | $30.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,827 | $26.0K | 0.00% | +1,827 | New |
| Signaturefd, LLC | 1,551 | $22.0K | 0.00% | +815+110.7% | Added |
| Manchester Capital Management LLC | 1,424 | $21.0K | 0.00% | +265+22.9% | Added |
| Captrust Financial Advisors | 1,302 | $19.0K | 0.00% | +1,212+1,346.7% | Added |
| AdvisorNet Financial, Inc | 1,200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,069 | $15.0K | 0.00% | +995+1,344.6% | Added |
| 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 |
| US Bancorp | 743 | $11.0K | 0.00% | −8,517−92.0% | Reduced |
| TCI Wealth Advisors, Inc. | 777 | $11.0K | 0.00% | +777 | New |
| Heritage Wealth Management, LLC | 696 | $10.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 450 | $7.00K | 0.00% | −450−50.0% | Reduced |
| 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 |
| 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 |
| Parallel Advisors, LLC | 197 | $3.00K | 0.00% | +197 | New |
| Leonteq Securities AG | 193 | $2.80K | 0.00% | +193 | 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 |
| 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 |
| Exane Derivatives | 43 | $623 | 0.00% | 00.0% | Unchanged |
| 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 |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −1,222,571−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −819,996−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −251,739−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −250,998−100.0% | Sold out |
| HHR Asset Management, LLC | 0 | $0 | 0.00% | −227,318−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −142,629−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −87,310−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −64,875−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −59,925−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −58,591−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −50,833−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −43,795−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −26,344−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −25,968−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −25,451−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −24,338−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,926−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −15,626−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −15,018−100.0% | Sold out |