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 173 institutions that hold shares in the stock, with a total of 53.5 Million shares, which have been reported (via 13F filing form) to have a value of $201 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
48,700
shares
|
$188,469
0.01% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
45,585
shares
|
$176,413
0.0% of portfolio
|
Q1 2025
Added 60.59%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
44,710
shares
|
$173,027
0.02% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
43,924
shares
|
$169,985
0.0% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
40,295
shares
|
$155,941
0.0% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
40,198
shares
|
$155,566
0.03% of portfolio
|
Q1 2025
Added 106.39%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
39,536
shares
|
$153,004
0.08% of portfolio
|
Q1 2025
Added 15.95%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
39,243
shares
|
$151,870
0.01% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
38,529
shares
|
$149,107
0.0% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Forest Hill Capital, LLC
Little Rock, AR |
May 15, 2025 Q1 2025 |
37,000
shares
|
$143,190
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
36,543
shares
|
$141,421
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
36,543
shares
|
$141,421
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
36,313
shares
|
$140,531
0.03% of portfolio
|
Q1 2025
Added 57.57%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
36,047
shares
|
$139,501
0.0% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
34,595
shares
|
$133,882
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cvs Health Corp
Woonsocket, RI |
May 02, 2025 Q1 2025 |
32,273
shares
|
$124,896
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
31,931
shares
|
$123,572
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
31,126
shares
|
$120,457
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
30,551
shares
|
$118,232
0.0% of portfolio
|
Q1 2025
Added 40.53%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
29,488
shares
|
$114,118
0.0% of portfolio
|
Q1 2025
Added 125.7%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
28,940
shares
|
$111,997
0.01% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
27,568
shares
|
$106,688
0.0% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
27,434
shares
|
$106,169
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
26,739
shares
|
$103,479
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
26,050
shares
|
$100,813
0.0% of portfolio
|
Q4 2024
New holding
|