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 2024
Institutional positions in Health Catalyst, Inc. as of Dec 31, 2024. 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
- 168
- +11 vs. Q3 2024
- Shares held
- 51.8M
- +255.4K (+0.5%) vs. Q3 2024
- Total value
- $375.6M
- −$44.1M (−10.5%) vs. Q3 2024
- New holders
- 31
- 61 more added
- Sold out
- 20
- 48 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | +1+7.1% | Added |
| EverSource Wealth Advisors, LLC | 15 | $106 | 0.00% | −3−16.7% | Reduced |
| Farther Finance Advisors, LLC | 15 | $106 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $127 | 0.00% | 0 | New |
| Leonteq Securities AG | 23 | $160 | 0.00% | +23 | New |
| McIlrath & Eck, LLC | 38 | $269 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 72 | $509 | 0.00% | −64−47.1% | Reduced |
| Lindbrook Capital, LLC | 113 | $799 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 120 | $848 | 0.00% | +60+100.0% | Added |
| Valued Wealth Advisors LLC | 128 | $905 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 175 | $982 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 150 | $1.06K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 180 | $1.27K | 0.00% | −56−23.7% | Reduced |
| GAMMA Investing LLC | 230 | $1.63K | 0.00% | +165+253.8% | Added |
| Parallel Advisors, LLC | 231 | $1.63K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 300 | $2.12K | 0.00% | +300 | New |
| Continuum Advisory, LLC | 332 | $2.35K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 416 | $2.94K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 471 | $3.30K | 0.00% | −460−49.4% | Reduced |
| US Bancorp | 478 | $3.38K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 663 | $4.69K | 0.00% | +164+32.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 761 | $5.38K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 980 | $6.93K | 0.00% | +113+13.0% | Added |
| CWM, LLC | 993 | $7.00K | 0.00% | +2+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,200 | $8.48K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,250 | $8.84K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,349 | $9.54K | 0.00% | +1,349 | New |
| Advisor Group Holdings, Inc. | 1,382 | $9.77K | 0.00% | +182+15.2% | Added |
| First Horizon Advisors, Inc. | 1,500 | $10.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,536 | $10.9K | 0.00% | −16,018−91.2% | Reduced |
| Sterling Capital Management LLC | 1,710 | $12.1K | 0.00% | +1,520+800.0% | Added |
| Amalgamated Bank | 1,894 | $13.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,147 | $15.2K | 0.00% | +30+1.4% | Added |
| High Note Wealth, LLC | 2,568 | $18.2K | 0.00% | +2,568 | New |
| Manchester Capital Management LLC | 3,649 | $25.8K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,131 | $29.2K | 0.00% | +4,131 | New |
| Group One Trading, L.P. | 4,360 | $30.8K | 0.00% | +2,260+107.6% | Added |
| California State Teachers Retirement System | 4,408 | $31.2K | 0.00% | +175+4.1% | Added |
| Ameritas Investment Partners, Inc. | 5,546 | $39.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 6,475 | $45.8K | 0.00% | −4−0.1% | Reduced |
| Quarry LP | 6,960 | $49.2K | 0.01% | −1,165−14.3% | Reduced |
| Public Employees Retirement Association of Colorado | 8,404 | $59.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 8,956 | $63.3K | 0.00% | +8,956 | New |
| New York State Common Retirement Fund | 9,281 | $65.6K | 0.00% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 10,000 | $70.7K | 0.00% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 10,000 | $70.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 10,886 | $77.0K | 0.00% | −878−7.5% | Reduced |
| Stoneridge Investment Partners LLC | 10,893 | $77.0K | 0.03% | +10,893 | New |
| Martin Worley Group | 11,000 | $77.8K | 0.05% | +11,000 | New |
| Police & Firemen's Retirement System of New Jersey | 11,895 | $84.1K | 0.00% | +11,895 | New |
| Vista Wealth Management Group, LLC | 12,477 | $88.2K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 12,965 | $91.7K | 0.00% | −79,341−86.0% | Reduced |
| Brevan Howard Capital Management LP | 13,065 | $92.4K | 0.00% | +13,065 | New |
| OneAscent Financial Services LLC | 13,754 | $97.0K | 0.01% | +13,754 | New |
| Cigna Investments Inc | 13,999 | $99.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 14,767 | $104.0K | 0.00% | −6,170−29.5% | Reduced |
| ExodusPoint Capital Management, LP | 15,114 | $107.0K | 0.00% | +15,114 | New |
| Virtu Financial LLC | 15,497 | $110.0K | 0.01% | +15,497 | New |
| Jump Financial, LLC | 15,843 | $112.0K | 0.00% | +15,843 | New |
| State Board of Administration of Florida Retirement System | 15,934 | $112.7K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 16,854 | $119.2K | 0.00% | +5,815+52.7% | Added |
| Blair William & Co | 17,234 | $121.8K | 0.00% | −1,150−6.3% | Reduced |
| Lunt Capital Management, Inc. | 17,337 | $122.6K | 0.05% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 17,510 | $123.8K | 0.02% | +2,862+19.5% | Added |
| AQR Capital Management LLC | 18,363 | $129.8K | 0.00% | −11,813−39.1% | Reduced |
| State of Wyoming | 19,477 | $137.7K | 0.02% | −3,019−13.4% | Reduced |
| Voya Investment Management LLC | 20,434 | $144.5K | 0.00% | −1,343−6.2% | Reduced |
| Creative Planning | 21,740 | $153.7K | 0.00% | +392+1.8% | Added |
| Manufacturers Life Insurance Company, The | 21,982 | $155.4K | 0.00% | −471−2.1% | Reduced |
| Dynamic Advisor Solutions LLC | 25,469 | $180.1K | 0.01% | +25,469 | New |
| Avanza Fonder AB | 26,050 | $184.2K | 0.01% | +26,050 | New |
| PharVision Advisers, LLC | 26,109 | $184.6K | 0.16% | +26,109 | New |
| SG Americas Securities, LLC | 27,382 | $194.0K | 0.00% | +4,874+21.7% | Added |
| Intech Investment Management LLC | 28,386 | $200.7K | 0.00% | +10,611+59.7% | Added |
| Pathstone Holdings, LLC | 28,516 | $201.6K | 0.00% | +28,516 | New |
| Two Sigma Advisers, LP | 29,700 | $210.0K | 0.00% | +12,500+72.7% | Added |
| Corebridge Financial, Inc. | 29,753 | $210.4K | 0.00% | −1,485−4.8% | Reduced |
| Perigon Wealth Management, LLC | 38,529 | $211.9K | 0.01% | −2,000−4.9% | Reduced |
| Sepio Capital, LP | 29,998 | $212.1K | 0.02% | −612−2.0% | Reduced |
| Fox Run Management, L.L.C. | 30,576 | $216.2K | 0.04% | +30,576 | New |
| Probity Advisors, Inc. | 30,692 | $217.0K | 0.04% | +7,647+33.2% | Added |
| CVS Health Corp | 32,273 | $228.2K | 0.10% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 32,845 | $232.0K | 0.04% | +32,845 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 33,423 | $236.3K | 0.00% | +1,444+4.5% | Added |
| Envestnet Asset Management Inc | 33,773 | $238.8K | 0.00% | +16,208+92.3% | Added |
| Sherbrooke Park Advisers LLC | 34,097 | $241.1K | 0.08% | −14,173−29.4% | Reduced |
| Centiva Capital, LP | 34,681 | $245.2K | 0.01% | −5,164−13.0% | Reduced |
| MetLife Investment Management | 34,974 | $247.3K | 0.00% | +507+1.5% | Added |
| Mackenzie Financial Corp | 35,094 | $248.1K | 0.00% | +35,094 | New |
| Wells Fargo & Company | 39,355 | $278.2K | 0.00% | +8,451+27.3% | Added |
| Campbell & CO Investment Adviser LLC | 43,255 | $305.8K | 0.02% | −16,091−27.1% | Reduced |
| Caption Management, LLC | 45,137 | $319.1K | 0.01% | +27,637+157.9% | Added |
| Citigroup Inc | 47,959 | $339.1K | 0.00% | +3,797+8.6% | Added |
| Nebula Research & Development LLC | 48,573 | $343.4K | 0.04% | −7,428−13.3% | Reduced |
| Jane Street Group, LLC | 49,477 | $349.8K | 0.00% | −102,244−67.4% | Reduced |
| Janney Montgomery Scott LLC | 49,496 | $350.0K | 0.00% | −60,744−55.1% | Reduced |
| Graham Capital Management, L.P. | 51,331 | $362.9K | 0.01% | +30,668+148.4% | Added |
| SageView Advisory Group, LLC | 53,360 | $377.3K | 0.02% | +53,360 | New |
| Verition Fund Management LLC | 55,355 | $391.4K | 0.00% | +55,355 | New |
| CWM Advisors, LLC | 56,379 | $398.6K | 0.04% | +7,019+14.2% | Added |