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 2022
Institutional positions in Health Catalyst, Inc. as of Sep 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
- 172
- −8 vs. Q2 2022
- Shares held
- 48.8M
- −4.04M (−7.6%) vs. Q2 2022
- Total value
- $473.3M
- −$293.3M (−38.3%) vs. Q2 2022
- New holders
- 29
- 76 more added
- Sold out
- 37
- 43 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Planning | 26,450 | $257.0K | 0.00% | +10,510+65.9% | Added |
| American International Group, Inc. | 26,042 | $253.0K | 0.00% | +737+2.9% | Added |
| Baker Boyer National Bank | 24,607 | $239.0K | 0.11% | +10,226+71.1% | Added |
| XTX Topco Ltd | 24,141 | $234.0K | 0.06% | +24,141 | New |
| AlphaCrest Capital Management LLC | 23,060 | $224.0K | 0.01% | −120,119−83.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,694 | $220.0K | 0.00% | +7,774+52.1% | Added |
| SEI Investments Co | 21,484 | $208.0K | 0.00% | +5,012+30.4% | Added |
| Manufacturers Life Insurance Company, The | 21,220 | $205.8K | 0.00% | −736−3.4% | Reduced |
| Simplex Trading, LLC | 21,206 | $205.0K | 0.01% | +21,206 | New |
| Raymond James & Associates | 20,659 | $200.0K | 0.00% | −7,228−25.9% | Reduced |
| Bellecapital International Ltd. | 19,752 | $192.0K | 0.06% | −2,268−10.3% | Reduced |
| Virginia Retirement Systems Et Al | 18,600 | $180.4K | 0.00% | +18,600 | New |
| Great West Life Assurance Co | 17,828 | $173.0K | 0.00% | +15,754+759.6% | Added |
| Stifel Financial Corp | 17,722 | $172.0K | 0.00% | +1,615+10.0% | Added |
| Squarepoint Ops LLC | 17,045 | $165.0K | 0.00% | −199,917−92.1% | Reduced |
| Quantamental Technologies LLC | 16,865 | $164.0K | 0.06% | +4,593+37.4% | Added |
| Corient Capital Partners, LLC | 10,805 | $157.0K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 15,969 | $155.0K | 0.00% | −106,259−86.9% | Reduced |
| PEAK6 Investments LLC | 15,856 | $154.0K | 0.01% | −3,840−19.5% | Reduced |
| Capital Planning Advisors, LLC | 14,870 | $144.0K | 0.04% | −629−4.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,606 | $142.0K | 0.00% | +14,606 | New |
| State Board of Administration of Florida Retirement System | 14,134 | $137.0K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 14,079 | $137.0K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 13,588 | $132.0K | 0.00% | +255+1.9% | Added |
| Arizona State Retirement System | 13,252 | $129.0K | 0.00% | +556+4.4% | Added |
| Mariner, LLC | 13,110 | $127.0K | 0.00% | +13,110 | New |
| Group One Trading, L.P. | 11,933 | $116.0K | 0.00% | +11,933 | New |
| Principal Financial Group Inc | 11,754 | $114.0K | 0.00% | +11,754 | New |
| Vista Wealth Management Group, LLC | 12,477 | $110.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10,777 | $104.0K | 0.00% | +10,777 | New |
| Apollon Wealth Management, LLC | 10,000 | $97.0K | 0.01% | +10,000 | New |
| Quent Capital, LLC | 8,000 | $78.0K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 7,002 | $68.0K | 0.00% | +133+1.9% | Added |
| UBS Group AG | 6,125 | $59.0K | 0.00% | +2,801+84.3% | Added |
| Tower Research Capital LLC (TRC) | 5,840 | $57.0K | 0.00% | −15,892−73.1% | Reduced |
| The PNC Financial Services Group, Inc. | 5,833 | $57.0K | 0.00% | +1,742+42.6% | Added |
| Nisa Investment Advisors, LLC | 4,950 | $44.0K | 0.00% | +4,560+1,169.2% | Added |
| Rockefeller Capital Management L.P. | 4,606 | $44.0K | 0.00% | +4,576+15,253.3% | Added |
| Barclays PLC | 4,416 | $43.0K | 0.00% | −20,071−82.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,445 | $43.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,206 | $41.0K | 0.00% | −795−15.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,079 | $39.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,587 | $35.0K | 0.02% | +3,587 | New |
| Metropolitan Life Insurance Co | 3,263 | $31.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,862 | $28.0K | 0.00% | −4,037−58.5% | Reduced |
| US Bancorp | 2,645 | $26.0K | 0.00% | +1,902+256.0% | Added |
| Cutler Group LP | 2,406 | $23.0K | 0.00% | +2,406 | New |
| Macquarie Group Ltd | 0 | $18.0K | 0.00% | −1,827−100.0% | Reduced |
| Almanack Investment Partners, LLC. | 1,672 | $17.0K | 0.00% | +1,672 | New |
| Manchester Capital Management LLC | 1,469 | $14.0K | 0.00% | +45+3.2% | Added |
| AdvisorNet Financial, Inc | 1,200 | $12.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,250 | $12.0K | 0.01% | +1,000+400.0% | Added |
| Newbridge Financial Services Group, Inc. | 1,234 | $12.0K | 0.01% | +1,200+3,529.4% | Added |
| CWM, LLC | 1,157 | $11.0K | 0.00% | +774+202.1% | Added |
| Repertoire Partners LP | 1,000 | $10.0K | 0.01% | −49,000−98.0% | Reduced |
| Signaturefd, LLC | 913 | $9.00K | 0.00% | −638−41.1% | Reduced |
| Quadrant Capital Group LLC | 893 | $9.00K | 0.00% | −176−16.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 863 | $9.00K | 0.00% | −113−11.6% | Reduced |
| Wells Fargo & Company | 550 | $5.00K | 0.00% | −1,664−75.2% | Reduced |
| Heritage Wealth Management, LLC | 562 | $5.00K | 0.00% | −134−19.3% | Reduced |
| Dark Forest Capital Management LP | 441 | $4.00K | 0.00% | +441 | New |
| Crewe Advisors LLC | 263 | $3.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 223 | $2.16K | 0.00% | +30+15.5% | Added |
| Parallel Advisors, LLC | 254 | $2.00K | 0.00% | +57+28.9% | Added |
| Lindbrook Capital, LLC | 230 | $2.00K | 0.00% | +102+79.7% | Added |
| Glassman Wealth Services | 60 | $1.00K | 0.00% | −59−49.6% | Reduced |
| Ellevest, Inc. | 36 | $0 | 0.00% | −27−42.9% | Reduced |
| McIlrath & Eck, LLC | 38 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | −1−10.0% | Reduced |
| SJS Investment Consulting Inc. | 24 | $0 | 0.00% | +24 | New |
| IFP Advisors, Inc | 193 | – | – | +100+107.5% | Added |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −2,127,726−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −1,422,201−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −871,135−100.0% | Sold out |
| Ashford Capital Management Inc | 0 | $0 | 0.00% | −828,822−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −424,611−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −403,136−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −211,600−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −200,053−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −118,007−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −93,315−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −87,548−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −74,697−100.0% | Sold out |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −63,104−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −42,697−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −39,530−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −35,036−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −19,533−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −22,066−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −20,003−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −19,335−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −16,581−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −15,971−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −13,055−100.0% | Sold out |
| Merriman Wealth Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,302−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −450−100.0% | Sold out |