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 2025
Institutional positions in Health Catalyst, Inc. as of Dec 31, 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
- 136
- −7 vs. Q3 2025
- Shares held
- 55.2M
- +1.78M (+3.3%) vs. Q3 2025
- Total value
- $132.0M
- −$20.3M (−13.3%) vs. Q3 2025
- New holders
- 22
- 37 more added
- Sold out
- 29
- 47 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $5 | 0.00% | −6−75.0% | Reduced |
| Essential Partners LLC | 3 | $7 | 0.00% | −1,128−99.7% | Reduced |
| Rockefeller Capital Management L.P. | 11 | $26 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 15 | $36 | 0.00% | +15 | New |
| EverSource Wealth Advisors, LLC | 21 | $50 | 0.00% | +21 | New |
| Leonteq Securities AG | 23 | $55 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 37 | $88 | 0.00% | −594−94.1% | Reduced |
| McIlrath & Eck, LLC | 38 | $91 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 58 | $139 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 60 | $143 | 0.00% | −193−76.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 60 | $144 | 0.00% | −2,667−97.8% | Reduced |
| Signaturefd, LLC | 72 | $172 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 86 | $206 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 90 | $216 | 0.00% | −34−27.4% | Reduced |
| International Assets Investment Management, LLC | 114 | $272 | 0.00% | +114 | New |
| Comerica Bank | 180 | $430 | 0.00% | +180 | New |
| Steward Partners Investment Advisory, LLC | 211 | $504 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 300 | $717 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 347 | $829 | 0.00% | +347 | New |
| Advisor Group Holdings, Inc. | 450 | $1.07K | 0.00% | −1,551−77.5% | Reduced |
| Valued Wealth Advisors LLC | 606 | $1.45K | 0.00% | +478+373.4% | Added |
| Red Tortoise LLC | 962 | $2.30K | 0.00% | +962 | New |
| The PNC Financial Services Group, Inc. | 1,094 | $2.62K | 0.00% | +698+176.3% | Added |
| Optiver Holding B.V. | 1,184 | $2.83K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,305 | $3.00K | 0.00% | −2,794−68.2% | Reduced |
| CWM, LLC | 1,175 | $3.00K | 0.00% | −2,232−65.5% | Reduced |
| SBI Securities Co., Ltd. | 1,310 | $3.13K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,348 | $3.21K | 0.00% | +622+85.7% | Added |
| First Horizon Corp | 1,500 | $3.58K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,530 | $3.66K | 0.00% | +609+66.1% | Added |
| Amalgamated Bank | 2,125 | $5.00K | 0.00% | +231+12.2% | Added |
| Federated Hermes, Inc. | 3,527 | $8.43K | 0.00% | +3,527 | New |
| Sterling Capital Management LLC | 3,898 | $9.32K | 0.00% | −769−16.5% | Reduced |
| California State Teachers Retirement System | 4,159 | $9.94K | 0.00% | −252−5.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,545 | $10.9K | 0.00% | +469+11.5% | Added |
| Global Retirement Partners, LLC | 4,575 | $10.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,546 | $13.3K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,715 | $13.7K | 0.00% | −1,151−16.8% | Reduced |
| Legal & General Group Plc | 6,140 | $14.7K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 9,161 | $21.9K | 0.01% | +9,161 | New |
| New York State Common Retirement Fund | 9,281 | $22.2K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 10,341 | $24.7K | 0.06% | +10,341 | New |
| Divergent Planning, LLC | 10,998 | $25.1K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,605 | $25.3K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,002 | $28.7K | 0.00% | −53,417−81.7% | Reduced |
| SG Americas Securities, LLC | 12,260 | $29.0K | 0.00% | −1,990−14.0% | Reduced |
| Quest Partners LLC | 12,278 | $29.3K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,357 | $29.5K | 0.00% | +793+6.9% | Added |
| HRT Financial LP | 12,638 | $30.0K | 0.00% | +968+8.3% | Added |
| Voya Investment Management LLC | 12,901 | $30.8K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 13,999 | $33.0K | 0.00% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 14,000 | $33.5K | 0.01% | −10,000−41.7% | Reduced |
| Walleye Capital LLC | 14,910 | $35.6K | 0.00% | −611−3.9% | Reduced |
| Colony Group, LLC | 15,803 | $37.8K | 0.00% | +3,281+26.2% | Added |
| Lunt Capital Management, Inc. | 17,337 | $41.4K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 17,662 | $42.2K | 0.00% | +1,307+8.0% | Added |
| MetLife Investment Management | 18,979 | $45.4K | 0.00% | −19,053−50.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 20,438 | $48.8K | 0.00% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 23,375 | $55.9K | 0.01% | −21,786−48.2% | Reduced |
| Manufacturers Life Insurance Company, The | 23,586 | $56.4K | 0.00% | −1,754−6.9% | Reduced |
| Avanza Fonder AB | 26,050 | $62.3K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 26,888 | $64.3K | 0.00% | +26,888 | New |
| Susquehanna International Group, LLP | 27,324 | $65.3K | 0.00% | −17,004−38.4% | Reduced |
| Sepio Capital, LP | 29,474 | $70.4K | 0.00% | +534+1.8% | Added |
| Intech Investment Management LLC | 30,060 | $71.8K | 0.00% | −6,738−18.3% | Reduced |
| Williams & Novak, LLC | 30,235 | $72.3K | 0.05% | +9,700+47.2% | Added |
| Two Sigma Advisers, LP | 31,100 | $74.3K | 0.00% | −103,100−76.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 31,365 | $75.0K | 0.00% | −370−1.2% | Reduced |
| Brevan Howard Capital Management LP | 31,633 | $75.6K | 0.00% | +31,633 | New |
| CVS Health Corp | 32,273 | $77.1K | 0.06% | 00.0% | Unchanged |
| Creative Planning | 33,782 | $80.7K | 0.00% | +33,782 | New |
| Net Worth Advisory Group | 36,372 | $86.9K | 0.02% | +36,372 | New |
| Strong Retirement Solutions LLC | 37,205 | $88.9K | 0.06% | +37,205 | New |
| Signal Advisors Wealth, LLC | 37,205 | $88.9K | 0.01% | −39,540−51.5% | Reduced |
| Perigon Wealth Management, LLC | 38,529 | $92.1K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 38,841 | $92.8K | 0.00% | −4,388−10.2% | Reduced |
| Jain Global LLC | 52,049 | $124.4K | 0.00% | +52,049 | New |
| SageView Advisory Group, LLC | 55,404 | $132.4K | 0.00% | +1,184+2.2% | Added |
| Jump Financial, LLC | 59,000 | $141.0K | 0.00% | +32,717+124.5% | Added |
| State of Wyoming | 67,573 | $161.5K | 0.02% | +33,320+97.3% | Added |
| MCF Advisors LLC | 70,000 | $167.3K | 0.01% | −5,000−6.7% | Reduced |
| Credit Agricole S A | 80,100 | $191.4K | 0.00% | +80,100 | New |
| Wells Fargo & Company | 80,332 | $192.0K | 0.00% | −6,951−8.0% | Reduced |
| HSBC Holdings PLC | 81,536 | $192.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 83,770 | $200.2K | 0.00% | +15,000+21.8% | Added |
| Zacks Investment Management | 83,957 | $200.7K | 0.00% | −203,347−70.8% | Reduced |
| AQR Capital Management LLC | 84,937 | $203.0K | 0.00% | −14,821−14.9% | Reduced |
| Price T Rowe Associates Inc | 87,428 | $209.0K | 0.00% | +5,100+6.2% | Added |
| Rhumbline Advisers | 90,055 | $215.2K | 0.00% | −6,801−7.0% | Reduced |
| SEI Investments Co | 95,906 | $229.2K | 0.00% | +95,906 | New |
| Two Sigma Investments, LP | 100,097 | $239.2K | 0.00% | −76,994−43.5% | Reduced |
| D. E. Shaw & Co., Inc. | 113,641 | $271.6K | 0.00% | +36,981+48.2% | Added |
| Invesco Ltd. | 118,591 | $283.4K | 0.00% | +7,186+6.5% | Added |
| Nuveen, LLC | 123,652 | $295.5K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 129,600 | $309.7K | 0.01% | +34,600+36.4% | Added |
| American Century Companies Inc | 132,137 | $315.8K | 0.00% | −19,731−13.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 134,233 | $320.8K | 0.00% | −96,112−41.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 136,587 | $325.1K | 0.00% | −883−0.6% | Reduced |