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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 18,641 | $233.0K | 0.00% | +1,205+6.9% | Added |
| Lunt Capital Management, Inc. | 17,337 | $216.7K | 0.12% | +17,337 | New |
| Crossmark Global Holdings, Inc. | 15,686 | $214.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,844 | $198.1K | 0.00% | +1,390+9.6% | Added |
| Arizona State Retirement System | 15,675 | $195.9K | 0.00% | +1,398+9.8% | Added |
| XTX Topco Ltd | 15,039 | $188.0K | 0.03% | +15,039 | New |
| Cigna Investments Inc | 14,079 | $176.0K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,903 | $173.8K | 0.00% | −458,744−97.1% | Reduced |
| Cornerstone Investment Partners, LLC | 13,552 | $169.4K | 0.01% | +13,552 | New |
| Vista Wealth Management Group, LLC | 12,477 | $156.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,255 | $153.2K | 0.00% | +7,810+175.7% | Added |
| Ergoteles LLC | 12,049 | $150.6K | 0.01% | +12,049 | New |
| Corton Capital Inc. | 12,047 | $150.6K | 0.07% | +12,047 | New |
| Harbor Capital Advisors, Inc. | 11,984 | $149.8K | 0.03% | +11,984 | New |
| Brendel Financial Advisors LLC | 11,881 | $149.0K | 0.22% | +11,881 | New |
| HSBC Holdings PLC | 11,293 | $142.4K | 0.00% | +11,293 | 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 |
| Squarepoint Ops LLC | 10,016 | $125.2K | 0.00% | +10,016 | New |
| Merriman Wealth Management, LLC | 10,000 | $125.0K | 0.01% | +10,000 | New |
| Cubist Systematic Strategies, LLC | 9,842 | $123.0K | 0.00% | −115,617−92.2% | Reduced |
| Advisor Group Holdings, Inc. | 7,339 | $91.7K | 0.00% | +3,449+88.7% | Added |
| Amalgamated Bank | 7,091 | $89.0K | 0.00% | +1,429+25.2% | Added |
| State of Wyoming | 7,051 | $88.1K | 0.03% | +31+0.4% | Added |
| Ameritas Investment Partners, Inc. | 4,079 | $51.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,408 | $42.6K | 0.00% | −852−20.0% | Reduced |
| Metropolitan Life Insurance Co | 3,051 | $38.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,977 | $37.2K | 0.00% | +732+32.6% | Added |
| Manchester Capital Management LLC | 2,245 | $28.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,771 | $22.1K | 0.00% | +97+5.8% | Added |
| Quarry LP | 1,520 | $19.0K | 0.01% | +698+84.9% | Added |
| CWM, LLC | 1,463 | $18.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,379 | $17.2K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,250 | $15.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,234 | $15.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,176 | $14.7K | 0.00% | −188−13.8% | Reduced |
| Signaturefd, LLC | 1,092 | $13.7K | 0.00% | −660−37.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 946 | $12.0K | 0.00% | +46+5.1% | Added |
| The PNC Financial Services Group, Inc. | 630 | $7.88K | 0.00% | −378−37.5% | Reduced |
| Fairfield, Bush & Co. | 600 | $7.50K | 0.00% | +600 | New |
| Wolverine Asset Management LLC | 600 | $7.50K | 0.00% | +600 | New |
| Parallel Advisors, LLC | 466 | $5.83K | 0.00% | −74−13.7% | Reduced |
| Raleigh Capital Management Inc. | 456 | $5.70K | 0.00% | +149+48.5% | Added |
| Lindbrook Capital, LLC | 416 | $5.20K | 0.00% | −145−25.8% | Reduced |
| Allworth Financial LP | 358 | $4.47K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 337 | $4.21K | 0.00% | −509−60.2% | Reduced |
| Beacon Capital Management, LLC | 334 | $4.17K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 308 | $3.85K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $3.75K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 138 | $1.73K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 98 | $1.23K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 38 | $475 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10 | $125 | 0.00% | −79−88.8% | Reduced |
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Research Global Investors | 0 | $0 | 0.00% | −568,785−100.0% | Sold out |
| Conestoga Capital Advisors, LLC | 0 | $0 | 0.00% | −90,718−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −52,372−100.0% | Sold out |
| Bullseye Asset Management LLC | 0 | $0 | 0.00% | −47,031−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −36,670−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −26,324−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −25,178−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −24,243−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −23,338−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| Bellecapital International Ltd. | 0 | $0 | 0.00% | −19,242−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −18,910−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −17,800−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −16,218−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −15,433−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,691−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −3,326−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −582−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |