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 |
|---|---|---|---|---|---|
| Valued Wealth Advisors LLC | 606 | $1.21K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 523 | $1.04K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 450 | $895 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 355 | $707 | 0.00% | −3−0.8% | Reduced |
| North Star Investment Management Corp. | 346 | $689 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 300 | $597 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $597 | 0.00% | +300 | New |
| Essential Partners LLC | 269 | $535 | 0.00% | −4,872−94.8% | Reduced |
| Nisa Investment Advisors, LLC | 237 | $472 | 0.00% | +237 | New |
| Farther Finance Advisors, LLC | 193 | $384 | 0.00% | +54+38.8% | Added |
| Group One Trading, L.P. | 190 | $378 | 0.00% | +190 | New |
| True Wealth Design, LLC | 89 | $178 | 0.00% | +89 | New |
| Signaturefd, LLC | 72 | $143 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 69 | $137 | 0.00% | −142−67.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 43 | $85 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $78 | 0.00% | +30+333.3% | Added |
| Rothschild Investment LLC | 38 | $76 | 0.00% | −299−88.7% | Reduced |
| Fifth Third Bancorp | 30 | $60 | 0.00% | −28−48.3% | Reduced |
| Leonteq Securities AG | 23 | $46 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10 | $20 | 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 |
| Huntington National Bank | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Avion Wealth | 394 | $0 | 0.00% | +138+53.9% | Added |
| Covestor Ltd | 132 | $0 | 0.00% | +93+238.5% | Added |
| Martin & Co Inc | 0 | $0 | 0.00% | −526,186−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −509,782−100.0% | Sold out |
| Primecap Management Co | 0 | $0 | 0.00% | −340,418−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −184,377−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −169,327−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −83,770−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −112,810−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −55,442−100.0% | Sold out |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −36,372−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −34,532−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −32,104−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −28,384−100.0% | Sold out |
| Avanza Fonder AB | 0 | $0 | 0.00% | −26,050−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −22,587−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −22,014−100.0% | Sold out |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | 0.00% | −20,438−100.0% | Sold out |
| Lunt Capital Management, Inc. | 0 | $0 | 0.00% | −17,337−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −15,617−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −15,559−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −12,989−100.0% | Sold out |
| Probity Advisors, Inc. | 0 | $0 | 0.00% | −11,650−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −10,655−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −9,281−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −6,140−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −5,546−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −3,659−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −2,115−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,578−100.0% | Sold out |
| Archetype Wealth Partners | 0 | $0 | 0.00% | −1,772−100.0% | Sold out |
| First Horizon Corp | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| DGS Capital Management, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |