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 2023
Institutional positions in Health Catalyst, Inc. as of Sep 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
- 159
- +5 vs. Q2 2023
- Shares held
- 49.4M
- +550.4K (+1.1%) vs. Q2 2023
- Total value
- $499.7M
- −$110.6M (−18.1%) vs. Q2 2023
- New holders
- 19
- 55 more added
- Sold out
- 14
- 52 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −1−12.5% | Reduced |
| Assetmark, Inc | 11 | $111 | 0.00% | +11 | New |
| Crewe Advisors LLC | 12 | $122 | 0.00% | +2+20.0% | Added |
| Tfo-TDC, LLC | 20 | $250 | 0.00% | +20 | New |
| McIlrath & Eck, LLC | 38 | $385 | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 50 | $508 | 0.00% | +50 | New |
| Huntington National Bank | 90 | $911 | 0.00% | −8−8.2% | Reduced |
| Global Retirement Partners, LLC | 138 | $1.37K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $3.04K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 308 | $3.12K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 337 | $3.41K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 334 | $4.17K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 416 | $4.21K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 452 | $4.57K | 0.00% | −14−3.0% | Reduced |
| Quadrant Capital Group LLC | 498 | $5.04K | 0.00% | −1,273−71.9% | Reduced |
| Raleigh Capital Management Inc. | 532 | $5.38K | 0.00% | +76+16.7% | Added |
| Wolverine Asset Management LLC | 600 | $6.07K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 747 | $7.00K | 0.00% | +747 | New |
| Signaturefd, LLC | 739 | $7.48K | 0.00% | −353−32.3% | Reduced |
| The PNC Financial Services Group, Inc. | 746 | $7.55K | 0.00% | +116+18.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 947 | $10.0K | 0.00% | +1+0.1% | Added |
| Quarry LP | 1,026 | $10.4K | 0.01% | −494−32.5% | Reduced |
| Citigroup Inc | 1,065 | $10.8K | 0.00% | −33,477−96.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,234 | $12.5K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,250 | $12.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,379 | $14.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,463 | $15.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,618 | $16.4K | 0.00% | +1,618 | New |
| Allspring Global Investments Holdings, LLC | 2,146 | $21.7K | 0.00% | +2,146 | New |
| Manchester Capital Management LLC | 2,245 | $22.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,404 | $24.3K | 0.00% | −1,004−29.5% | Reduced |
| Nisa Investment Advisors, LLC | 2,945 | $29.8K | 0.00% | −32−1.1% | Reduced |
| Metropolitan Life Insurance Co | 3,051 | $30.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,118 | $31.6K | 0.00% | +1,942+165.1% | Added |
| Ameritas Investment Partners, Inc. | 5,546 | $56.1K | 0.00% | +1,467+36.0% | Added |
| State of Wyoming | 5,905 | $59.8K | 0.01% | −1,146−16.3% | Reduced |
| Amalgamated Bank | 7,091 | $72.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 7,200 | $73.0K | 0.00% | +7,200 | New |
| Advisor Group Holdings, Inc. | 8,979 | $90.9K | 0.00% | +1,640+22.3% | Added |
| Merriman Wealth Management, LLC | 10,000 | $101.2K | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 10,396 | $105.2K | 0.00% | −407−3.8% | Reduced |
| Bleakley Financial Group, LLC | 10,396 | $105.2K | 0.00% | −407−3.8% | Reduced |
| Harbor Capital Advisors, Inc. | 10,727 | $108.6K | 0.02% | −1,257−10.5% | Reduced |
| Stratos Wealth Partners, LTD. | 11,235 | $113.7K | 0.00% | +11,235 | New |
| MQS Management LLC | 11,489 | $116.3K | 0.07% | +11,489 | New |
| Versor Investments LP | 11,600 | $117.4K | 0.02% | +11,600 | New |
| Brendel Financial Advisors LLC | 11,831 | $120.0K | 0.18% | −50−0.4% | Reduced |
| XTX Topco Ltd | 12,064 | $122.1K | 0.02% | −2,975−19.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,255 | $124.0K | 0.00% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 12,477 | $126.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 12,639 | $127.9K | 0.01% | −913−6.7% | Reduced |
| Cigna Investments Inc | 14,079 | $143.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 15,296 | $154.8K | 0.00% | −8,897−36.8% | Reduced |
| Wells Fargo & Company | 15,507 | $156.9K | 0.00% | −7,542−32.7% | Reduced |
| Crossmark Global Holdings, Inc. | 16,309 | $161.0K | 0.00% | +623+4.0% | Added |
| State Board of Administration of Florida Retirement System | 15,934 | $161.3K | 0.00% | +90+0.6% | Added |
| Arizona State Retirement System | 16,018 | $162.1K | 0.00% | +343+2.2% | Added |
| SG Americas Securities, LLC | 16,331 | $165.0K | 0.00% | −119,306−88.0% | Reduced |
| Fox Run Management, L.L.C. | 16,447 | $166.4K | 0.05% | +16,447 | New |
| Vident Advisory, LLC | 16,647 | $168.5K | 0.01% | +16,647 | New |
| Lunt Capital Management, Inc. | 17,337 | $175.4K | 0.09% | 00.0% | Unchanged |
| Summit Global Investments | 17,491 | $177.0K | 0.01% | +17,491 | New |
| Shell Asset Management Co | 19,269 | $195.0K | 0.01% | +19,269 | New |
| Janus Henderson Group PLC | 19,812 | $200.6K | 0.00% | +40.0% | Added |
| Public Employees Retirement Association of Colorado | 19,893 | $201.0K | 0.00% | −3,061−13.3% | Reduced |
| Mariner, LLC | 20,296 | $205.4K | 0.00% | −1,132−5.3% | Reduced |
| Manufacturers Life Insurance Company, The | 22,181 | $224.5K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 22,754 | $230.3K | 0.00% | +489+2.2% | Added |
| SEI Investments Co | 23,065 | $233.4K | 0.00% | −30,575−57.0% | Reduced |
| Counterpoint Mutual Funds LLC | 24,086 | $243.8K | 0.20% | +24,086 | New |
| Dark Forest Capital Management LP | 24,984 | $252.8K | 0.02% | −10,131−28.9% | Reduced |
| Tudor Investment Corp Et Al | 25,074 | $253.7K | 0.00% | −15,032−37.5% | Reduced |
| Principal Financial Group Inc | 25,793 | $261.0K | 0.00% | +7,152+38.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,818 | $261.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 27,453 | $277.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 27,860 | $281.9K | 0.00% | +991+3.7% | Added |
| Petrus Trust Company, LTA | 29,424 | $297.8K | 0.03% | +1,008+3.5% | Added |
| Perigon Wealth Management, LLC | 30,342 | $307.1K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 30,492 | $308.6K | 0.00% | 00.0% | Unchanged |
| Sepio Capital, LP | 30,610 | $309.8K | 0.03% | 00.0% | Unchanged |
| CVS Health Corp | 32,273 | $326.6K | 0.18% | 00.0% | Unchanged |
| Deutsche Bank AG | 33,730 | $341.3K | 0.00% | −172,716−83.7% | Reduced |
| Jane Street Group, LLC | 35,234 | $356.6K | 0.00% | +6,128+21.1% | Added |
| Cubist Systematic Strategies, LLC | 36,163 | $366.0K | 0.00% | +26,321+267.4% | Added |
| HSBC Holdings PLC | 41,420 | $410.8K | 0.00% | +30,127+266.8% | Added |
| Bank of Montreal | 38,224 | $418.6K | 0.00% | +38,224 | New |
| Susquehanna International Group, LLP | 41,488 | $419.9K | 0.00% | −35,192−45.9% | Reduced |
| Price T Rowe Associates Inc | 41,974 | $425.0K | 0.00% | +1,541+3.8% | Added |
| Great West Life Assurance Co | 44,548 | $451.0K | 0.00% | +5,053+12.8% | Added |
| BIT Capital GmbH | 45,338 | $458.8K | 0.06% | +45,338 | New |
| Massachusetts Financial Services Co | 47,184 | $477.5K | 0.00% | −1,809−3.7% | Reduced |
| Putnam Investments LLC | 48,902 | $494.9K | 0.00% | +48,902 | New |
| Barclays PLC | 53,209 | $538.5K | 0.00% | +30,580+135.1% | Added |
| Russell Investments Group, Ltd. | 54,699 | $553.6K | 0.00% | −15,101−21.6% | Reduced |
| UBS Asset Management Americas Inc | 57,056 | $577.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 62,010 | $627.5K | 0.00% | −5,656−8.4% | Reduced |
| UBS Group AG | 64,911 | $656.9K | 0.00% | +22,611+53.5% | Added |
| ExodusPoint Capital Management, LP | 68,197 | $690.0K | 0.01% | +2,670+4.1% | Added |
| ClariVest Asset Management LLC | 68,241 | $691.0K | 0.04% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 70,845 | $717.0K | 0.00% | +70,845 | New |