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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 10,098 | $28.8K | 0.00% | +10,098 | New |
| New York State Common Retirement Fund | 9,281 | $26.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6,866 | $19.6K | 0.00% | +6,817+13,912.2% | Added |
| Legal & General Group Plc | 6,140 | $17.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,546 | $15.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,890 | $13.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,667 | $13.3K | 0.00% | +2,841+155.6% | Added |
| Global Retirement Partners, LLC | 4,575 | $13.0K | 0.00% | +4,575 | New |
| California State Teachers Retirement System | 4,411 | $12.6K | 0.00% | +3+0.1% | Added |
| Royal Bank of Canada | 4,099 | $12.0K | 0.00% | −1,684−29.1% | Reduced |
| Tower Research Capital LLC (TRC) | 4,076 | $11.6K | 0.00% | −3,057−42.9% | Reduced |
| CWM, LLC | 3,407 | $10.0K | 0.00% | +1,750+105.6% | Added |
| Cullen/Frost Bankers, Inc. | 2,727 | $7.77K | 0.00% | −251−8.4% | Reduced |
| Advisory Services Network, LLC | 2,616 | $7.46K | 0.00% | +2,616 | New |
| Advisor Group Holdings, Inc. | 2,001 | $6.70K | 0.00% | +851+74.0% | Added |
| Nisa Investment Advisors, LLC | 2,100 | $5.99K | 0.00% | −3,931−65.2% | Reduced |
| Amalgamated Bank | 1,894 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 1,500 | $4.28K | 0.00% | +1,500 | New |
| SBI Securities Co., Ltd. | 1,310 | $3.73K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,200 | $3.42K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,184 | $3.37K | 0.00% | +1,184 | New |
| Essential Partners LLC | 1,131 | $3.22K | 0.00% | +1,131 | New |
| Citigroup Inc | 921 | $2.63K | 0.00% | −21,839−96.0% | Reduced |
| Smartleaf Asset Management LLC | 726 | $2.12K | 0.00% | +549+310.2% | Added |
| SRS Capital Advisors, Inc. | 631 | $1.80K | 0.00% | +631 | New |
| The PNC Financial Services Group, Inc. | 396 | $1.13K | 0.00% | +322+435.1% | Added |
| UMA Financial Services, Inc. | 300 | $855 | 0.00% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 300 | $855 | 0.00% | +300 | New |
| Transamerica Financial Advisors, Inc. | 268 | $764 | 0.00% | +268 | New |
| Farther Finance Advisors, LLC | 253 | $721 | 0.00% | +243+2,430.0% | Added |
| Steward Partners Investment Advisory, LLC | 211 | $601 | 0.00% | +211 | New |
| Allworth Financial LP | 175 | $499 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 162 | $462 | 0.00% | +162 | New |
| Valued Wealth Advisors LLC | 128 | $365 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 124 | $353 | 0.00% | +124 | New |
| Group One Trading, L.P. | 86 | $245 | 0.00% | −2,000−95.9% | Reduced |
| Signaturefd, LLC | 72 | $205 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 58 | $165 | 0.00% | −34−37.0% | Reduced |
| McIlrath & Eck, LLC | 38 | $108 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 23 | $66 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 11 | $31 | 0.00% | +11 | New |
| Rothschild Investment LLC | 8 | $23 | 0.00% | −117−93.6% | Reduced |
| Huntington National Bank | 1 | $3 | 0.00% | −349−99.7% | Reduced |
| Covestor Ltd | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 140 | $0 | 0.00% | +140 | New |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −1,980,409−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −468,692−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −311,455−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −282,281−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −170,138−100.0% | Sold out |
| Pier 88 Investment Partners LLC | 0 | $0 | 0.00% | −134,060−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −110,491−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −108,383−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −103,494−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −99,240−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −81,537−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −80,973−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −73,563−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −62,791−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −57,426−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −48,700−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −43,051−100.0% | Sold out |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −36,543−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −25,305−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −24,247−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −23,768−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −21,673−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −19,537−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,166−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −15,934−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −15,513−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −14,256−100.0% | Sold out |
| Public Employees Retirement Association of Colorado | 0 | $0 | 0.00% | −8,404−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | 0 | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |