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 2025
Institutional positions in Health Catalyst, Inc. as of Jun 30, 2025. 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
- 146
- −17 vs. Q1 2025
- Shares held
- 54.2M
- +1.08M (+2.0%) vs. Q1 2025
- Total value
- $204.2M
- −$36.2M (−15.1%) vs. Q1 2025
- New holders
- 14
- 55 more added
- Sold out
- 31
- 45 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | −1−6.7% | Reduced |
| Farther Finance Advisors, LLC | 10 | $38 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 23 | $87 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 32 | $121 | 0.00% | −59−64.8% | Reduced |
| McIlrath & Eck, LLC | 38 | $143 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 49 | $185 | 0.00% | −13,406−99.6% | Reduced |
| Jones Financial Companies LLLP | 70 | $267 | 0.00% | +70 | New |
| Signaturefd, LLC | 72 | $271 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 74 | $279 | 0.00% | +26+54.2% | Added |
| Fifth Third Bancorp | 92 | $347 | 0.00% | +92 | New |
| Rise Advisors, LLC | 101 | $381 | 0.00% | −101−50.0% | Reduced |
| Rothschild Investment LLC | 125 | $471 | 0.00% | +25+25.0% | Added |
| Valued Wealth Advisors LLC | 128 | $483 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 150 | $566 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 175 | $660 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 177 | $674 | 0.00% | −247−58.3% | Reduced |
| National Bank of Canada | 297 | $1.12K | 0.00% | +297 | New |
| UMA Financial Services, Inc. | 300 | $1.13K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 350 | $1.32K | 0.00% | +83+31.1% | Added |
| IFP Advisors, Inc | 0 | $2.18K | 0.00% | 0 | Unchanged |
| Advisor Group Holdings, Inc. | 1,150 | $4.33K | 0.00% | −258−18.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,200 | $4.52K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,310 | $4.94K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,500 | $5.66K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,657 | $6.00K | 0.00% | −2,182−56.8% | Reduced |
| Sterling Capital Management LLC | 1,826 | $6.88K | 0.00% | +880+93.0% | Added |
| Amalgamated Bank | 1,894 | $7.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,086 | $7.86K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,978 | $11.2K | 0.00% | +1,859+166.1% | Added |
| California State Teachers Retirement System | 4,408 | $16.6K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,890 | $18.4K | 0.00% | +1,241+34.0% | Added |
| Ameritas Investment Partners, Inc. | 5,546 | $20.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,783 | $22.0K | 0.00% | −160,680−96.5% | Reduced |
| Nisa Investment Advisors, LLC | 6,031 | $22.7K | 0.00% | +4,641+333.9% | Added |
| Legal & General Group Plc | 6,140 | $23.1K | 0.00% | +527+9.4% | Added |
| Tower Research Capital LLC (TRC) | 7,133 | $26.9K | 0.00% | +3,577+100.6% | Added |
| Public Employees Retirement Association of Colorado | 8,404 | $32.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,281 | $35.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 9,523 | $35.9K | 0.00% | −104,222−91.6% | Reduced |
| Stoneridge Investment Partners LLC | 10,893 | $41.0K | 0.03% | 00.0% | Unchanged |
| Divergent Planning, LLC | 10,998 | $44.5K | 0.01% | +10,998 | New |
| Police & Firemen's Retirement System of New Jersey | 11,895 | $44.8K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 12,278 | $46.3K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 12,946 | $48.8K | 0.02% | −26,590−67.3% | Reduced |
| ProShare Advisors LLC | 13,869 | $52.3K | 0.00% | +915+7.1% | Added |
| Cigna Investments Inc | 13,999 | $53.0K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 14,256 | $53.7K | 0.00% | +1,247+9.6% | Added |
| SG Americas Securities, LLC | 14,335 | $54.0K | 0.00% | −66,490−82.3% | Reduced |
| Simplex Trading, LLC | 15,513 | $58.0K | 0.00% | +15,513 | New |
| State Board of Administration of Florida Retirement System | 15,934 | $60.1K | 0.00% | 00.0% | Unchanged |
| Lunt Capital Management, Inc. | 17,337 | $65.4K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 18,166 | $68.0K | 0.00% | +18,166 | New |
| Envestnet Asset Management Inc | 19,319 | $72.8K | 0.00% | −1,199−5.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,447 | $73.0K | 0.01% | +19,447 | New |
| OneAscent Financial Services LLC | 19,537 | $74.0K | 0.01% | −1,075−5.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 21,673 | $81.7K | 0.00% | −41,226−65.5% | Reduced |
| Voya Investment Management LLC | 22,128 | $83.4K | 0.00% | +2,727+14.1% | Added |
| Colony Group, LLC | 22,515 | $84.9K | 0.00% | +12,317+120.8% | Added |
| Citigroup Inc | 22,760 | $85.8K | 0.00% | −21,164−48.2% | Reduced |
| EntryPoint Capital, LLC | 23,768 | $89.6K | 0.04% | +23,768 | New |
| Man Group plc | 24,247 | $91.4K | 0.00% | −42,821−63.8% | Reduced |
| MCF Advisors LLC | 25,000 | $94.3K | 0.01% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 25,305 | $95.4K | 0.01% | −19,405−43.4% | Reduced |
| Avanza Fonder AB | 26,050 | $98.2K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 26,491 | $99.9K | 0.00% | +4,341+19.6% | Added |
| Summit Global Investments | 27,116 | $102.0K | 0.01% | +377+1.4% | Added |
| Pathstone Holdings, LLC | 27,923 | $105.3K | 0.00% | +355+1.3% | Added |
| Sepio Capital, LP | 28,940 | $109.1K | 0.01% | 00.0% | Unchanged |
| CVS Health Corp | 32,273 | $121.7K | 0.06% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 34,595 | $130.4K | 0.05% | 00.0% | Unchanged |
| Net Worth Advisory Group | 36,543 | $137.8K | 0.03% | +36,543 | New |
| Forest Hill Capital, LLC | 37,000 | $139.5K | 0.10% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 37,490 | $141.3K | 0.02% | +1,177+3.2% | Added |
| Perigon Wealth Management, LLC | 38,529 | $145.3K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 40,700 | $153.4K | 0.00% | +25,900+175.0% | Added |
| MetLife Investment Management | 40,995 | $154.6K | 0.00% | +21,352+108.7% | Added |
| State of Wyoming | 41,563 | $156.7K | 0.02% | +1,365+3.4% | Added |
| Intech Investment Management LLC | 42,010 | $158.4K | 0.00% | −3,575−7.8% | Reduced |
| Two Sigma Investments, LP | 42,426 | $159.9K | 0.00% | +42,426 | New |
| Verition Fund Management LLC | 43,051 | $162.3K | 0.00% | −8,802−17.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 43,051 | $162.3K | 0.01% | +3,808+9.7% | Added |
| Squarepoint Ops LLC | 44,327 | $167.1K | 0.00% | +7,784+21.3% | Added |
| Jane Street Group, LLC | 45,979 | $173.3K | 0.00% | +45,979 | New |
| Dynamic Advisor Solutions LLC | 48,700 | $183.6K | 0.01% | +3,115+6.8% | Added |
| Wells Fargo & Company | 49,400 | $186.2K | 0.00% | +9,105+22.6% | Added |
| Citadel Advisors LLC | 57,426 | $216.5K | 0.00% | −104,815−64.6% | Reduced |
| SageView Advisory Group, LLC | 54,660 | $223.6K | 0.01% | +330+0.6% | Added |
| Millennium Management LLC | 60,826 | $229.3K | 0.00% | −437,255−87.8% | Reduced |
| Principal Financial Group Inc | 62,791 | $236.7K | 0.00% | +62,791 | New |
| Alliancebernstein L.P. | 68,770 | $259.3K | 0.00% | +6,100+9.7% | Added |
| Petrus Trust Company, LTA | 73,563 | $277.3K | 0.03% | −21,823−22.9% | Reduced |
| HSBC Holdings PLC | 80,263 | $305.0K | 0.00% | −40,104−33.3% | Reduced |
| Franklin Resources Inc | 80,973 | $305.3K | 0.00% | −37,542−31.7% | Reduced |
| Lazard Asset Management LLC | 81,537 | $307.0K | 0.00% | −5,989−6.8% | Reduced |
| Price T Rowe Associates Inc | 82,328 | $311.0K | 0.00% | +7,122+9.5% | Added |
| Raymond James Financial Inc | 90,432 | $340.9K | 0.00% | −119,999−57.0% | Reduced |
| Bank of America Corp | 98,188 | $370.2K | 0.00% | −55,129−36.0% | Reduced |
| Engineers Gate Manager LP | 99,240 | $374.1K | 0.00% | +29,865+43.0% | Added |
| Stonepine Capital Management, LLC | 100,000 | $377.0K | 0.37% | +100,000 | New |
| Rhumbline Advisers | 101,986 | $384.5K | 0.00% | +12,127+13.5% | Added |