Institutional Ownership Health Catalyst, Inc. (HCAT)
This table provides information about the institutional ownership of Health Catalyst, Inc. (HCAT). We have compiled data on the 156 institutions that hold shares in the stock, with a total of 54.8 Million shares, which have been reported (via 13F filing form) to have a value of $185 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
40,700
shares
|
$137,566
0.0% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
38,529
shares
|
$130,228
0.0% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
37,490
shares
|
$126,716
0.03% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Forest Hill Capital, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
37,000
shares
|
$125,060
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
36,543
shares
|
$123,515
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Omnia Family Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
34,595
shares
|
$116,931
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cvs Health Corp
Woonsocket, RI |
Aug 01, 2025 Q2 2025 |
32,273
shares
|
$109,082
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
28,940
shares
|
$97,817
0.01% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
27,923
shares
|
$94,379
0.0% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
27,434
shares
|
$92,726
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
27,116
shares
|
$91,652
0.01% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
26,491
shares
|
$89,539
0.0% of portfolio
|
Q2 2025
Added 19.6%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
26,050
shares
|
$88,049
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
25,305
shares
|
$85,530
0.01% of portfolio
|
Q2 2025
Reduced 43.4%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
25,000
shares
|
$84,500
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
24,247
shares
|
$81,954
0.0% of portfolio
|
Q2 2025
Reduced 63.85%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
23,768
shares
|
$80,335
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
22,760
shares
|
$76,928
0.0% of portfolio
|
Q2 2025
Reduced 48.18%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
22,128
shares
|
$74,792
0.0% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
21,673
shares
|
$73,254
0.0% of portfolio
|
Q2 2025
Reduced 65.54%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
19,537
shares
|
$66,035
0.01% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
19,319
shares
|
$65,298
0.0% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
18,166
shares
|
$61,401
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
17,337
shares
|
$58,599
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
State Board Of Administration Of Florida Retirement System
|
Aug 13, 2025 Q2 2025 |
15,934
shares
|
$53,856
0.0% of portfolio
|
Q2 2024
Added 10.24%
|