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 |
|---|---|---|---|---|---|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,086
shares
|
$7,050
0.0% of portfolio
|
Q1 2025
Reduced 52.16%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
1,894
shares
|
$6,401
0.0% of portfolio
|
Q1 2024
Reduced 70.99%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
1,826
shares
|
$6,171
0.0% of portfolio
|
Q2 2025
Added 93.02%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,657
shares
|
$5,600
0.0% of portfolio
|
Q2 2025
Reduced 56.84%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,500
shares
|
$5,070
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1,310
shares
|
$4,427
0.0% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,200
shares
|
$4,056
0.0% of portfolio
|
Q4 2023
Reduced 2.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,150
shares
|
$3,887
0.0% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
350
shares
|
$1,183
0.0% of portfolio
|
Q2 2025
Added 31.09%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
300
shares
|
$1,014
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
297
shares
|
$1,003
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
177
shares
|
$598
0.0% of portfolio
|
Q2 2025
Reduced 58.25%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
175
shares
|
$591
0.0% of portfolio
|
Q2 2024
Added 146.48%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
150
shares
|
$507
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
128
shares
|
$432
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
125
shares
|
$422
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
101
shares
|
$341
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
92
shares
|
$310
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
74
shares
|
$250
0.0% of portfolio
|
Q2 2025
Added 54.17%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
72
shares
|
$243
0.0% of portfolio
|
Q4 2024
Reduced 47.06%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
70
shares
|
$236
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
49
shares
|
$165
0.0% of portfolio
|
Q2 2025
Reduced 99.64%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
43
shares
|
$145
0.0% of portfolio
|
Q4 2021
Reduced 4.44%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
38
shares
|
$128
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
32
shares
|
$108
0.0% of portfolio
|
Q2 2025
Reduced 64.84%
|