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 2025
Institutional positions in Health Catalyst, Inc. as of Sep 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
- 145
- 0 vs. Q2 2025
- Shares held
- 54.1M
- −16.4K (0.0%) vs. Q2 2025
- Total value
- $154.3M
- −$49.9M (−24.4%) vs. Q2 2025
- New holders
- 34
- 42 more added
- Sold out
- 34
- 38 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 140 | $0 | 0.00% | +140 | New |
| Huntington National Bank | 1 | $3 | 0.00% | −349−99.7% | Reduced |
| Rothschild Investment LLC | 8 | $23 | 0.00% | −117−93.6% | Reduced |
| Rockefeller Capital Management L.P. | 11 | $31 | 0.00% | +11 | New |
| Leonteq Securities AG | 23 | $66 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 38 | $108 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 58 | $165 | 0.00% | −34−37.0% | Reduced |
| Signaturefd, LLC | 72 | $205 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 86 | $245 | 0.00% | −2,000−95.9% | Reduced |
| Quadrant Capital Group LLC | 124 | $353 | 0.00% | +124 | New |
| Valued Wealth Advisors LLC | 128 | $365 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 162 | $462 | 0.00% | +162 | New |
| Allworth Financial LP | 175 | $499 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 211 | $601 | 0.00% | +211 | New |
| Farther Finance Advisors, LLC | 253 | $721 | 0.00% | +243+2,430.0% | Added |
| Transamerica Financial Advisors, Inc. | 268 | $764 | 0.00% | +268 | New |
| UMA Financial Services, Inc. | 300 | $855 | 0.00% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 300 | $855 | 0.00% | +300 | New |
| The PNC Financial Services Group, Inc. | 396 | $1.13K | 0.00% | +322+435.1% | Added |
| SRS Capital Advisors, Inc. | 631 | $1.80K | 0.00% | +631 | New |
| Smartleaf Asset Management LLC | 726 | $2.12K | 0.00% | +549+310.2% | Added |
| Citigroup Inc | 921 | $2.63K | 0.00% | −21,839−96.0% | Reduced |
| Essential Partners LLC | 1,131 | $3.22K | 0.00% | +1,131 | New |
| Optiver Holding B.V. | 1,184 | $3.37K | 0.00% | +1,184 | New |
| Newbridge Financial Services Group, Inc. | 1,200 | $3.42K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,310 | $3.73K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 1,500 | $4.28K | 0.00% | +1,500 | New |
| Amalgamated Bank | 1,894 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,100 | $5.99K | 0.00% | −3,931−65.2% | Reduced |
| Advisor Group Holdings, Inc. | 2,001 | $6.70K | 0.00% | +851+74.0% | Added |
| Advisory Services Network, LLC | 2,616 | $7.46K | 0.00% | +2,616 | New |
| Cullen/Frost Bankers, Inc. | 2,727 | $7.77K | 0.00% | −251−8.4% | Reduced |
| CWM, LLC | 3,407 | $10.0K | 0.00% | +1,750+105.6% | Added |
| Tower Research Capital LLC (TRC) | 4,076 | $11.6K | 0.00% | −3,057−42.9% | Reduced |
| Royal Bank of Canada | 4,099 | $12.0K | 0.00% | −1,684−29.1% | Reduced |
| California State Teachers Retirement System | 4,411 | $12.6K | 0.00% | +3+0.1% | Added |
| Global Retirement Partners, LLC | 4,575 | $13.0K | 0.00% | +4,575 | New |
| Sterling Capital Management LLC | 4,667 | $13.3K | 0.00% | +2,841+155.6% | Added |
| Manchester Capital Management LLC | 4,890 | $13.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,546 | $15.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,140 | $17.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6,866 | $19.6K | 0.00% | +6,817+13,912.2% | Added |
| New York State Common Retirement Fund | 9,281 | $26.5K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 10,098 | $28.8K | 0.00% | +10,098 | New |
| Raymond James Financial Inc | 10,550 | $30.1K | 0.00% | −79,882−88.3% | Reduced |
| Cresset Asset Management, LLC | 10,605 | $30.2K | 0.00% | +10,605 | New |
| Divergent Planning, LLC | 10,998 | $32.6K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,564 | $33.0K | 0.00% | −2,305−16.6% | Reduced |
| Stoneridge Investment Partners LLC | 11,602 | $33.0K | 0.02% | +709+6.5% | Added |
| HRT Financial LP | 11,670 | $33.0K | 0.00% | +11,670 | New |
| Quest Partners LLC | 12,278 | $35.0K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 12,522 | $36.3K | 0.00% | −9,993−44.4% | Reduced |
| Voya Investment Management LLC | 12,901 | $36.8K | 0.00% | −9,227−41.7% | Reduced |
| Wolverine Trading, LLC | 12,652 | $36.9K | 0.00% | +12,652 | New |
| Pilgrim Partners Asia Pte Ltd | 13,600 | $38.8K | 0.02% | +13,600 | New |
| Omers Administration Corp | 13,900 | $39.6K | 0.00% | +13,900 | New |
| Cigna Investments Inc | 13,999 | $40.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 14,250 | $41.0K | 0.00% | −85−0.6% | Reduced |
| Sherbrooke Park Advisers LLC | 15,244 | $43.4K | 0.02% | +2,298+17.8% | Added |
| Walleye Capital LLC | 15,521 | $44.2K | 0.00% | +15,521 | New |
| FNY Investment Advisers, LLC | 16,000 | $45.0K | 0.01% | +16,000 | New |
| Squarepoint Ops LLC | 16,299 | $46.5K | 0.00% | −28,028−63.2% | Reduced |
| BNP Paribas Arbitrage, SA | 16,355 | $46.6K | 0.00% | +6,832+71.7% | Added |
| Envestnet Asset Management Inc | 16,934 | $48.3K | 0.00% | −2,385−12.3% | Reduced |
| Lunt Capital Management, Inc. | 17,337 | $49.4K | 0.02% | 00.0% | Unchanged |
| Axq Capital, LP | 18,059 | $51.5K | 0.02% | +18,059 | New |
| Police & Firemen's Retirement System of New Jersey | 20,438 | $58.2K | 0.00% | +8,543+71.8% | Added |
| Williams & Novak, LLC | 20,535 | $58.5K | 0.05% | +20,535 | New |
| Atom Investors LP | 22,296 | $63.5K | 0.00% | +22,296 | New |
| Omnia Family Wealth, LLC | 24,000 | $68.4K | 0.02% | −10,595−30.6% | Reduced |
| Manufacturers Life Insurance Company, The | 25,340 | $72.2K | 0.00% | −1,151−4.3% | Reduced |
| Avanza Fonder AB | 26,050 | $74.2K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 26,283 | $74.9K | 0.00% | +26,283 | New |
| Summit Global Investments | 27,116 | $77.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 27,752 | $79.1K | 0.00% | −171−0.6% | Reduced |
| Sepio Capital, LP | 28,940 | $82.5K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 29,630 | $84.0K | 0.01% | +10,183+52.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 31,735 | $90.4K | 0.00% | +31,735 | New |
| CVS Health Corp | 32,273 | $92.0K | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 34,253 | $97.6K | 0.01% | −7,310−17.6% | Reduced |
| Intech Investment Management LLC | 36,798 | $104.9K | 0.00% | −5,212−12.4% | Reduced |
| Forest Hill Capital, LLC | 37,000 | $105.5K | 0.06% | 00.0% | Unchanged |
| MetLife Investment Management | 38,032 | $108.4K | 0.00% | −2,963−7.2% | Reduced |
| Perigon Wealth Management, LLC | 38,529 | $109.8K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 43,229 | $123.2K | 0.00% | +178+0.4% | Added |
| Susquehanna International Group, LLP | 44,328 | $126.3K | 0.00% | −110,855−71.4% | Reduced |
| Probity Advisors, Inc. | 45,161 | $128.7K | 0.02% | +7,671+20.5% | Added |
| Renaissance Technologies LLC | 45,869 | $130.7K | 0.00% | +45,869 | New |
| SageView Advisory Group, LLC | 54,220 | $154.5K | 0.01% | −440−0.8% | Reduced |
| XTX Topco Ltd | 65,419 | $186.4K | 0.01% | +65,419 | New |
| Alliancebernstein L.P. | 68,770 | $196.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 75,000 | $213.8K | 0.01% | +50,000+200.0% | Added |
| D. E. Shaw & Co., Inc. | 76,660 | $218.5K | 0.00% | +76,660 | New |
| Signal Advisors Wealth, LLC | 76,745 | $218.7K | 0.02% | −94,462−55.2% | Reduced |
| Bank of America Corp | 80,348 | $229.0K | 0.00% | −17,840−18.2% | Reduced |
| HSBC Holdings PLC | 81,536 | $233.6K | 0.00% | +1,273+1.6% | Added |
| Price T Rowe Associates Inc | 82,328 | $235.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 87,283 | $248.8K | 0.00% | +37,883+76.7% | Added |
| Bridgeway Capital Management, LLC | 95,000 | $270.8K | 0.01% | +95,000 | New |