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 2026
Institutional positions in Health Catalyst, Inc. as of Jun 30, 2026. 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
- 127
- −1 vs. Q1 2026
- Shares held
- 52.2M
- −3.56M (−6.4%) vs. Q1 2026
- Total value
- $104.0M
- +$33.1M (+46.7%) vs. Q1 2026
- New holders
- 33
- 33 more added
- Sold out
- 34
- 43 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 394 | $0 | 0.00% | +138+53.9% | Added |
| Covestor Ltd | 132 | $0 | 0.00% | +93+238.5% | Added |
| Measured Wealth Private Client Group, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Huntington National Bank | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2 | $4 | 0.00% | −2,963−99.9% | Reduced |
| Clearstead Advisors, LLC | 2 | $4 | 0.00% | +2 | New |
| Wealth Enhancement Trust Services, Inc. | 2 | $4 | 0.00% | +2 | New |
| IFP Advisors, Inc | 10 | $20 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 23 | $46 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 30 | $60 | 0.00% | −28−48.3% | Reduced |
| Rothschild Investment LLC | 38 | $76 | 0.00% | −299−88.7% | Reduced |
| SJS Investment Consulting Inc. | 39 | $78 | 0.00% | +30+333.3% | Added |
| Transamerica Financial Advisors, Inc. | 43 | $85 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 69 | $137 | 0.00% | −142−67.3% | Reduced |
| Signaturefd, LLC | 72 | $143 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 89 | $178 | 0.00% | +89 | New |
| Group One Trading, L.P. | 190 | $378 | 0.00% | +190 | New |
| Farther Finance Advisors, LLC | 193 | $384 | 0.00% | +54+38.8% | Added |
| Nisa Investment Advisors, LLC | 237 | $472 | 0.00% | +237 | New |
| Essential Partners LLC | 269 | $535 | 0.00% | −4,872−94.8% | Reduced |
| UMA Financial Services, Inc. | 300 | $597 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $597 | 0.00% | +300 | New |
| North Star Investment Management Corp. | 346 | $689 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 355 | $707 | 0.00% | −3−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 450 | $895 | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 523 | $1.04K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 606 | $1.21K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 896 | $1.78K | 0.00% | +309+52.6% | Added |
| SBI Securities Co., Ltd. | 1,188 | $2.36K | 0.00% | −38−3.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,474 | $2.93K | 0.00% | −66,155−97.8% | Reduced |
| Royal Bank of Canada | 1,409 | $3.00K | 0.00% | +1,409 | New |
| Wells Fargo & Company | 1,763 | $3.51K | 0.00% | −24,864−93.4% | Reduced |
| Smartleaf Asset Management LLC | 1,918 | $3.76K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,947 | $3.82K | 0.00% | −676,002−99.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,314 | $4.61K | 0.00% | −3,286−58.7% | Reduced |
| Russell Investments Group, Ltd. | 2,538 | $5.05K | 0.00% | −3,444−57.6% | Reduced |
| Federated Hermes, Inc. | 3,527 | $7.02K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,545 | $7.05K | 0.00% | −26,191−88.1% | Reduced |
| Global Retirement Partners, LLC | 4,575 | $9.10K | 0.00% | +4,575 | New |
| Optiver Holding B.V. | 5,972 | $11.9K | 0.00% | +5,300+788.7% | Added |
| Simplex Trading, LLC | 9,401 | $18.7K | 0.00% | −4,220−31.0% | Reduced |
| SRS Capital Advisors, Inc. | 9,997 | $19.9K | 0.00% | +9,870+7,771.7% | Added |
| Callan Family Office, LLC | 10,449 | $20.8K | 0.00% | −1,645−13.6% | Reduced |
| SG Americas Securities, LLC | 10,446 | $21.0K | 0.00% | +10,446 | New |
| Abel Hall, LLC | 10,557 | $21.0K | 0.00% | +10,557 | New |
| Two Sigma Securities, LLC | 10,923 | $21.7K | 0.00% | +10,923 | New |
| Janney Montgomery Scott LLC | 12,042 | $24.0K | 0.00% | +12,042 | New |
| Catalytic Wealth RIA, LLC | 12,477 | $24.8K | 0.00% | +12,477 | New |
| Virtu Financial LLC | 12,589 | $25.0K | 0.00% | +12,589 | New |
| Wealth Enhancement Advisory Services, LLC | 11,073 | $25.4K | 0.00% | +11,073 | New |
| Cigna Investments Inc | 13,518 | $27.0K | 0.00% | −481−3.4% | Reduced |
| Visionary Wealth Advisors | 13,650 | $27.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 13,713 | $27.3K | 0.00% | +13,713 | New |
| Rangeley Capital, LLC | 15,880 | $31.6K | 0.03% | +15,880 | New |
| Y-Intercept (Hong Kong) Ltd | 17,094 | $34.0K | 0.00% | +17,094 | New |
| Neuberger Berman Group LLC | 18,069 | $36.0K | 0.00% | +18,069 | New |
| Signal Advisors Wealth, LLC | 18,080 | $36.0K | 0.00% | −5,213−22.4% | Reduced |
| Strong Retirement Solutions LLC | 18,080 | $36.0K | 0.02% | −5,213−22.4% | Reduced |
| JustInvest LLC | 18,119 | $36.1K | 0.00% | −27,935−60.7% | Reduced |
| XTX Topco Ltd | 18,335 | $36.5K | 0.00% | −37,795−67.3% | Reduced |
| Capital Performance Advisors LLP | 18,366 | $36.5K | 0.00% | +18,366 | New |
| Sig Brokerage, LP | 19,037 | $37.9K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 19,104 | $38.0K | 0.00% | +19,104 | New |
| Catalyst Funds Management Pty Ltd | 20,200 | $40.2K | 0.00% | +20,200 | New |
| Deutsche Bank AG | 21,587 | $43.0K | 0.00% | −202,906−90.4% | Reduced |
| Cresset Asset Management, LLC | 25,605 | $51.0K | 0.00% | +15,000+141.4% | Added |
| IMC-Chicago, LLC | 28,163 | $56.0K | 0.00% | +9,712+52.6% | Added |
| Sepio Capital, LP | 29,474 | $58.7K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 29,653 | $59.0K | 0.00% | +29,653 | New |
| Rhumbline Advisers | 34,519 | $68.7K | 0.00% | −51,077−59.7% | Reduced |
| Vanguard Global Advisers, LLC | 35,683 | $71.0K | 0.00% | −137,481−79.4% | Reduced |
| Invesco Ltd. | 37,278 | $74.2K | 0.00% | −80,852−68.4% | Reduced |
| Perigon Wealth Management, LLC | 38,530 | $76.7K | 0.00% | −123−0.3% | Reduced |
| Financial Engines Advisors L.L.C. | 38,805 | $77.2K | 0.00% | +38,805 | New |
| Tower Research Capital LLC (TRC) | 38,958 | $77.5K | 0.00% | +28,231+263.2% | Added |
| Graham Capital Management, L.P. | 39,949 | $79.5K | 0.00% | +39,949 | New |
| Creative Planning | 43,349 | $86.3K | 0.00% | −47,973−52.5% | Reduced |
| MCF Advisors LLC | 46,500 | $92.5K | 0.00% | −23,500−33.6% | Reduced |
| EP Wealth Advisors, LLC | 49,937 | $99.4K | 0.00% | +39,484+377.7% | Added |
| Bank of America Corp | 52,461 | $104.4K | 0.00% | −43,269−45.2% | Reduced |
| Williams & Novak, LLC | 53,607 | $106.7K | 0.07% | +19,442+56.9% | Added |
| Headlands Technologies LLC | 65,715 | $130.8K | 0.01% | +65,715 | New |
| Canada Pension Plan Investment Board | 67,400 | $134.1K | 0.00% | +67,400 | New |
| Price T Rowe Associates Inc | 67,863 | $136.0K | 0.00% | −31,347−31.6% | Reduced |
| Veradace Capital Management LLC | 70,000 | $139.3K | 0.11% | +20,000+40.0% | Added |
| Quadrature Capital Ltd | 72,493 | $144.3K | 0.00% | +72,493 | New |
| Bank of New York Mellon Corp | 79,828 | $158.9K | 0.00% | −186,825−70.1% | Reduced |
| Barclays PLC | 98,651 | $196.3K | 0.00% | +32,512+49.2% | Added |
| Aster Capital Management (DIFC) Ltd | 101,780 | $202.5K | 0.04% | +101,780 | New |
| Morgan Stanley | 106,127 | $211.2K | 0.00% | −28,053−20.9% | Reduced |
| Vanguard Portfolio Management LLC | 121,412 | $241.6K | 0.00% | −409,602−77.1% | Reduced |
| Acadian Asset Management LLC | 144,014 | $285.0K | 0.00% | +30,824+27.2% | Added |
| Whetstone Capital Advisors, LLC | 167,097 | $332.5K | 0.09% | −4,101,044−96.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 168,443 | $335.2K | 0.01% | +39,391+30.5% | Added |
| Northern Trust Corp | 177,158 | $352.5K | 0.00% | −316,688−64.1% | Reduced |
| Jain Global LLC | 216,543 | $430.9K | 0.01% | +169,991+365.2% | Added |
| Baird Financial Group, Inc. | 246,872 | $491.3K | 0.00% | −123,437−33.3% | Reduced |
| UBS Group AG | 254,654 | $506.8K | 0.00% | −32,441−11.3% | Reduced |
| Weiss Asset Management LP | 258,493 | $514.4K | 0.01% | +258,493 | New |
| 71 West Capital Partners | 339,515 | $675.6K | 0.02% | 00.0% | Unchanged |