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, Q4 2023
Institutional positions in Health Catalyst, Inc. as of Dec 31, 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
- 167
- +8 vs. Q3 2023
- Shares held
- 49.7M
- +351.2K (+0.7%) vs. Q3 2023
- Total value
- $460.5M
- −$39.2M (−7.8%) vs. Q3 2023
- New holders
- 30
- 54 more added
- Sold out
- 22
- 60 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Farther Finance Advisors, LLC | 14 | $130 | 0.00% | +14 | New |
| GWM Advisors LLC | 26 | $241 | 0.00% | +26 | New |
| McIlrath & Eck, LLC | 38 | $352 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 71 | $658 | 0.00% | +71 | New |
| The PNC Financial Services Group, Inc. | 73 | $676 | 0.00% | −673−90.2% | Reduced |
| Signaturefd, LLC | 113 | $1.05K | 0.00% | −626−84.7% | Reduced |
| Valued Wealth Advisors LLC | 128 | $1.30K | 0.00% | +128 | New |
| Huntington National Bank | 155 | $1.44K | 0.00% | +65+72.2% | Added |
| Sachetta, LLC | 159 | $1.47K | 0.00% | +159 | New |
| Global Retirement Partners, LLC | 138 | $1.50K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 189 | $1.75K | 0.00% | −119−38.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 200 | $1.85K | 0.00% | +200 | New |
| Advisory Services Network, LLC | 228 | $2.11K | 0.00% | +228 | New |
| Harel Insurance Investments & Financial Services Ltd. | 343 | $3.00K | 0.00% | −604−63.8% | Reduced |
| Quadrant Capital Group LLC | 338 | $3.13K | 0.00% | −160−32.1% | Reduced |
| Beacon Capital Management, LLC | 334 | $3.38K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 500 | $4.63K | 0.00% | +500 | New |
| Quarry LP | 594 | $5.50K | 0.00% | −432−42.1% | Reduced |
| Raleigh Capital Management Inc. | 624 | $5.78K | 0.00% | +92+17.3% | Added |
| Leonteq Securities AG | 624 | $5.78K | 0.00% | +287+85.2% | Added |
| CWM, LLC | 696 | $6.00K | 0.00% | −767−52.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 723 | $6.70K | 0.00% | +723 | New |
| US Bancorp | 927 | $8.58K | 0.00% | −1,477−61.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,111 | $10.3K | 0.00% | −1,834−62.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,200 | $11.1K | 0.01% | −34−2.8% | Reduced |
| HighMark Wealth Management LLC | 1,250 | $11.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,379 | $12.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,494 | $13.8K | 0.00% | −124−7.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,774 | $16.4K | 0.00% | +1,774 | New |
| Manchester Capital Management LLC | 2,028 | $18.8K | 0.00% | −217−9.7% | Reduced |
| Cubist Systematic Strategies, LLC | 2,088 | $19.3K | 0.00% | −34,075−94.2% | Reduced |
| Simplex Trading, LLC | 3,049 | $28.0K | 0.00% | +2,302+308.2% | Added |
| Metropolitan Life Insurance Co | 3,051 | $28.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,546 | $51.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,711 | $52.9K | 0.00% | −3,268−36.4% | Reduced |
| Amalgamated Bank | 6,528 | $60.0K | 0.00% | −563−7.9% | Reduced |
| Merriman Wealth Management, LLC | 10,000 | $92.6K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,663 | $98.7K | 0.00% | −572−5.1% | Reduced |
| SG Americas Securities, LLC | 10,858 | $101.0K | 0.00% | −5,473−33.5% | Reduced |
| Harbor Capital Advisors, Inc. | 10,945 | $101.4K | 0.02% | +218+2.0% | Added |
| Sherbrooke Park Advisers LLC | 10,993 | $101.8K | 0.05% | +10,993 | New |
| Los Angeles Capital Management LLC | 11,670 | $108.1K | 0.00% | +11,670 | New |
| Brendel Financial Advisors LLC | 11,831 | $110.0K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,018 | $111.3K | 0.00% | +8,900+285.4% | Added |
| Vista Wealth Management Group, LLC | 12,477 | $115.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 12,639 | $117.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 12,670 | $117.3K | 0.00% | −7,626−37.6% | Reduced |
| State of Wyoming | 13,790 | $127.7K | 0.02% | +7,885+133.5% | Added |
| Cigna Investments Inc | 14,079 | $130.0K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 14,807 | $137.0K | 0.01% | −4,462−23.2% | Reduced |
| Creative Planning | 14,902 | $138.0K | 0.00% | −394−2.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,072 | $139.6K | 0.00% | +2,817+23.0% | Added |
| Arizona State Retirement System | 15,925 | $147.5K | 0.00% | −93−0.6% | Reduced |
| State Board of Administration of Florida Retirement System | 15,934 | $147.5K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 16,055 | $148.7K | 0.01% | +16,055 | New |
| Crossmark Global Holdings, Inc. | 16,290 | $151.0K | 0.00% | −19−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 16,882 | $156.0K | 0.00% | −3,011−15.1% | Reduced |
| Lunt Capital Management, Inc. | 17,337 | $160.5K | 0.08% | 00.0% | Unchanged |
| MQS Management LLC | 17,416 | $161.3K | 0.09% | +5,927+51.6% | Added |
| Quantbot Technologies LP | 17,464 | $161.7K | 0.01% | +17,464 | New |
| Axq Capital, LP | 17,823 | $165.0K | 0.04% | +17,823 | New |
| Mackenzie Financial Corp | 18,626 | $172.5K | 0.00% | +18,626 | New |
| Vident Advisory, LLC | 19,586 | $181.4K | 0.00% | +2,939+17.7% | Added |
| Janus Henderson Group PLC | 19,775 | $183.1K | 0.00% | −37−0.2% | Reduced |
| SEI Investments Co | 20,176 | $186.8K | 0.00% | −2,889−12.5% | Reduced |
| Semanteon Capital Management, LP | 21,234 | $196.6K | 0.13% | +21,234 | New |
| Wells Fargo & Company | 21,994 | $203.7K | 0.00% | +6,487+41.8% | Added |
| Manufacturers Life Insurance Company, The | 22,181 | $205.4K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 22,754 | $210.7K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 24,789 | $229.5K | 0.18% | +24,789 | New |
| Prelude Capital Management, LLC | 24,889 | $230.5K | 0.02% | +24,889 | New |
| Mirae Asset Global Investments Co., Ltd. | 25,818 | $239.1K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 27,109 | $251.0K | 0.00% | −179,504−86.9% | Reduced |
| Aristides Capital LLC | 27,229 | $252.1K | 0.13% | +27,229 | New |
| MetLife Investment Management | 27,453 | $254.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 28,095 | $260.2K | 0.00% | +235+0.8% | Added |
| Versor Investments LP | 29,000 | $268.5K | 0.05% | +17,400+150.0% | Added |
| Pier 88 Investment Partners LLC | 29,100 | $269.5K | 0.07% | −72,370−71.3% | Reduced |
| Franklin Resources Inc | 30,218 | $279.8K | 0.00% | −274−0.9% | Reduced |
| Sepio Capital, LP | 30,610 | $283.4K | 0.02% | 00.0% | Unchanged |
| CVS Health Corp | 32,273 | $298.8K | 0.15% | 00.0% | Unchanged |
| Principal Financial Group Inc | 32,724 | $303.0K | 0.00% | +6,931+26.9% | Added |
| Quest Partners LLC | 32,849 | $304.2K | 0.06% | +32,849 | New |
| Squarepoint Ops LLC | 37,735 | $349.4K | 0.00% | +37,735 | New |
| Man Group plc | 38,018 | $352.0K | 0.00% | +38,018 | New |
| Citigroup Inc | 38,813 | $359.4K | 0.00% | +37,748+3,544.4% | Added |
| Fox Run Management, L.L.C. | 39,333 | $364.2K | 0.09% | +22,886+139.1% | Added |
| Gsa Capital Partners LLP | 39,854 | $369.0K | 0.03% | +39,854 | New |
| Perigon Wealth Management, LLC | 40,697 | $376.9K | 0.01% | +10,355+34.1% | Added |
| Susquehanna International Group, LLP | 41,677 | $385.9K | 0.00% | +189+0.5% | Added |
| Nebula Research & Development LLC | 42,086 | $389.7K | 0.12% | +42,086 | New |
| Great West Life Assurance Co | 44,548 | $409.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 45,784 | $424.0K | 0.00% | −8,915−16.3% | Reduced |
| Price T Rowe Associates Inc | 46,915 | $435.0K | 0.00% | +4,941+11.8% | Added |
| Shay Capital LLC | 50,000 | $463.0K | 0.18% | +50,000 | New |
| HSBC Holdings PLC | 52,083 | $487.0K | 0.00% | +10,663+25.7% | Added |
| Alliancebernstein L.P. | 53,220 | $492.8K | 0.00% | −121,404−69.5% | Reduced |
| UBS Asset Management Americas Inc | 57,056 | $528.3K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 57,490 | $532.0K | 0.01% | −10,707−15.7% | Reduced |