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 2023
Institutional positions in Health Catalyst, Inc. as of Jun 30, 2023. 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
- 154
- −7 vs. Q1 2023
- Shares held
- 48.8M
- +276.8K (+0.6%) vs. Q1 2023
- Total value
- $610.2M
- +$43.8M (+7.7%) vs. Q1 2023
- New holders
- 18
- 56 more added
- Sold out
- 25
- 50 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10 | $125 | 0.00% | −79−88.8% | Reduced |
| McIlrath & Eck, LLC | 38 | $475 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 98 | $1.23K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 138 | $1.73K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $3.75K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 308 | $3.85K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 334 | $4.17K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 337 | $4.21K | 0.00% | −509−60.2% | Reduced |
| Allworth Financial LP | 358 | $4.47K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 416 | $5.20K | 0.00% | −145−25.8% | Reduced |
| Raleigh Capital Management Inc. | 456 | $5.70K | 0.00% | +149+48.5% | Added |
| Parallel Advisors, LLC | 466 | $5.83K | 0.00% | −74−13.7% | Reduced |
| Fairfield, Bush & Co. | 600 | $7.50K | 0.00% | +600 | New |
| Wolverine Asset Management LLC | 600 | $7.50K | 0.00% | +600 | New |
| The PNC Financial Services Group, Inc. | 630 | $7.88K | 0.00% | −378−37.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 946 | $12.0K | 0.00% | +46+5.1% | Added |
| Signaturefd, LLC | 1,092 | $13.7K | 0.00% | −660−37.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,176 | $14.7K | 0.00% | −188−13.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,234 | $15.4K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,250 | $15.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,379 | $17.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,463 | $18.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,520 | $19.0K | 0.01% | +698+84.9% | Added |
| Quadrant Capital Group LLC | 1,771 | $22.1K | 0.00% | +97+5.8% | Added |
| Manchester Capital Management LLC | 2,245 | $28.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,977 | $37.2K | 0.00% | +732+32.6% | Added |
| Metropolitan Life Insurance Co | 3,051 | $38.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,408 | $42.6K | 0.00% | −852−20.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,079 | $51.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 7,051 | $88.1K | 0.03% | +31+0.4% | Added |
| Amalgamated Bank | 7,091 | $89.0K | 0.00% | +1,429+25.2% | Added |
| Advisor Group Holdings, Inc. | 7,339 | $91.7K | 0.00% | +3,449+88.7% | Added |
| Cubist Systematic Strategies, LLC | 9,842 | $123.0K | 0.00% | −115,617−92.2% | Reduced |
| Merriman Wealth Management, LLC | 10,000 | $125.0K | 0.01% | +10,000 | New |
| Squarepoint Ops LLC | 10,016 | $125.2K | 0.00% | +10,016 | New |
| Sawtooth Solutions, LLC | 10,803 | $135.0K | 0.00% | −681−5.9% | Reduced |
| Bleakley Financial Group, LLC | 10,803 | $135.0K | 0.00% | −681−5.9% | Reduced |
| HSBC Holdings PLC | 11,293 | $142.4K | 0.00% | +11,293 | New |
| Brendel Financial Advisors LLC | 11,881 | $149.0K | 0.22% | +11,881 | New |
| Harbor Capital Advisors, Inc. | 11,984 | $149.8K | 0.03% | +11,984 | New |
| Corton Capital Inc. | 12,047 | $150.6K | 0.07% | +12,047 | New |
| Ergoteles LLC | 12,049 | $150.6K | 0.01% | +12,049 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,255 | $153.2K | 0.00% | +7,810+175.7% | Added |
| Vista Wealth Management Group, LLC | 12,477 | $156.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 13,552 | $169.4K | 0.01% | +13,552 | New |
| Citadel Advisors LLC | 13,903 | $173.8K | 0.00% | −458,744−97.1% | Reduced |
| Cigna Investments Inc | 14,079 | $176.0K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 15,039 | $188.0K | 0.03% | +15,039 | New |
| Arizona State Retirement System | 15,675 | $195.9K | 0.00% | +1,398+9.8% | Added |
| State Board of Administration of Florida Retirement System | 15,844 | $198.1K | 0.00% | +1,390+9.6% | Added |
| Crossmark Global Holdings, Inc. | 15,686 | $214.0K | 0.00% | 00.0% | Unchanged |
| Lunt Capital Management, Inc. | 17,337 | $216.7K | 0.12% | +17,337 | New |
| Principal Financial Group Inc | 18,641 | $233.0K | 0.00% | +1,205+6.9% | Added |
| Janus Henderson Group PLC | 19,808 | $247.8K | 0.00% | −25−0.1% | Reduced |
| Mariner, LLC | 21,428 | $267.8K | 0.00% | −4,551−17.5% | Reduced |
| Manufacturers Life Insurance Company, The | 22,181 | $277.3K | 0.00% | +165+0.7% | Added |
| Voya Investment Management LLC | 22,265 | $278.3K | 0.00% | +1,099+5.2% | Added |
| Barclays PLC | 22,629 | $282.9K | 0.00% | −6,570−22.5% | Reduced |
| Public Employees Retirement Association of Colorado | 22,954 | $287.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 23,049 | $288.1K | 0.00% | +12,619+121.0% | Added |
| Creative Planning | 24,193 | $302.4K | 0.00% | −252−1.0% | Reduced |
| Blair William & Co | 24,200 | $302.5K | 0.00% | +24,200 | New |
| Baker Boyer National Bank | 24,607 | $307.6K | 0.11% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 25,818 | $322.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 26,869 | $335.9K | 0.00% | +395+1.5% | Added |
| MetLife Investment Management | 27,453 | $343.2K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 28,108 | $351.4K | 0.01% | −33,259−54.2% | Reduced |
| Petrus Trust Company, LTA | 28,416 | $355.2K | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 29,106 | $363.8K | 0.00% | −16,058−35.6% | Reduced |
| Perigon Wealth Management, LLC | 30,342 | $379.3K | 0.01% | −1,000−3.2% | Reduced |
| Occudo Quantitative Strategies LP | 30,476 | $380.9K | 0.04% | +30,476 | New |
| Franklin Resources Inc | 30,492 | $381.1K | 0.00% | +30,492 | New |
| Sepio Capital, LP | 30,610 | $382.6K | 0.03% | 00.0% | Unchanged |
| CVS Health Corp | 32,273 | $403.4K | 0.21% | 00.0% | Unchanged |
| Citigroup Inc | 34,542 | $431.8K | 0.00% | +33,019+2,168.0% | Added |
| Dark Forest Capital Management LP | 35,115 | $438.9K | 0.05% | +24,009+216.2% | Added |
| Virginia Retirement Systems Et Al | 36,500 | $456.3K | 0.00% | −13,600−27.1% | Reduced |
| Great West Life Assurance Co | 39,495 | $497.0K | 0.00% | +5,379+15.8% | Added |
| Tudor Investment Corp Et Al | 40,106 | $501.3K | 0.01% | −96,619−70.7% | Reduced |
| Price T Rowe Associates Inc | 40,433 | $506.0K | 0.00% | +676+1.7% | Added |
| UBS Group AG | 42,300 | $528.8K | 0.00% | +17,036+67.4% | Added |
| Massachusetts Financial Services Co | 48,993 | $612.4K | 0.00% | −1,154−2.3% | Reduced |
| UBS Asset Management Americas Inc | 57,056 | $665.8K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 53,640 | $670.5K | 0.00% | +40,822+318.5% | Added |
| Invesco Ltd. | 65,321 | $816.5K | 0.00% | −53,259−44.9% | Reduced |
| ExodusPoint Capital Management, LP | 65,527 | $819.0K | 0.01% | −148,176−69.3% | Reduced |
| California State Teachers Retirement System | 67,666 | $845.8K | 0.00% | +3,984+6.3% | Added |
| ClariVest Asset Management LLC | 68,241 | $853.0K | 0.04% | +68,241 | New |
| Russell Investments Group, Ltd. | 69,800 | $872.5K | 0.00% | −20,800−23.0% | Reduced |
| Susquehanna International Group, LLP | 76,680 | $958.5K | 0.00% | +21,529+39.0% | Added |
| National Bank of Canada | 79,749 | $974.5K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 77,991 | $974.9K | 0.00% | −9,618−11.0% | Reduced |
| Jefferies Financial Group Inc. | 80,000 | $1.00M | 0.02% | +80,000 | New |
| First Eagle Investment Management, LLC | 82,123 | $1.03M | 0.00% | −26,617−24.5% | Reduced |
| Zacks Investment Management | 85,071 | $1.06M | 0.01% | −2,819−3.2% | Reduced |
| Pier 88 Investment Partners LLC | 90,390 | $1.13M | 0.28% | +35,770+65.5% | Added |
| State of Wisconsin Investment Board | 90,412 | $1.13M | 0.00% | −6,296−6.5% | Reduced |
| FMR LLC | 93,519 | $1.17M | 0.00% | −160,623−63.2% | Reduced |
| Voloridge Investment Management, LLC | 94,674 | $1.18M | 0.01% | −134,686−58.7% | Reduced |