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 |
|---|---|---|---|---|---|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
10,805
shares
|
$41,815
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$38,700
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
9,281
shares
|
$35,917
0.0% of portfolio
|
Q3 2024
Reduced 59.61%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
8,404
shares
|
$32,523
0.0% of portfolio
|
Q2 2024
Reduced 45.18%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
5,613
shares
|
$21,722
0.0% of portfolio
|
Q4 2023
Added 2384.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
5,546
shares
|
$21,463
0.0% of portfolio
|
Q3 2023
Added 35.96%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
4,408
shares
|
$17,058
0.0% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,839
shares
|
$14,856
0.0% of portfolio
|
Q1 2025
Added 286.61%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
3,649
shares
|
$14,121
0.0% of portfolio
|
Q2 2024
Added 79.93%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
3,556
shares
|
$13,761
0.0% of portfolio
|
Q1 2025
Added 131.51%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
2,568
shares
|
$9,938
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
2,086
shares
|
$8,072
0.0% of portfolio
|
Q1 2025
Reduced 52.16%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,945
shares
|
$7,527
0.0% of portfolio
|
Q1 2025
Added 367.55%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
1,894
shares
|
$7,329
0.0% of portfolio
|
Q1 2024
Reduced 70.99%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,500
shares
|
$5,805
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,408
shares
|
$5,448
0.0% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,390
shares
|
$5,379
0.0% of portfolio
|
Q1 2025
Reduced 78.53%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,310
shares
|
$5,069
0.0% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,200
shares
|
$4,644
0.0% of portfolio
|
Q4 2023
Reduced 2.76%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,119
shares
|
$4,330
0.0% of portfolio
|
Q1 2025
Added 14.18%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
946
shares
|
$3,661
0.0% of portfolio
|
Q1 2025
Reduced 44.68%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
424
shares
|
$1,640
0.0% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
350
shares
|
$1,354
0.0% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
300
shares
|
$1,161
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
279
shares
|
$1,079
0.0% of portfolio
|
Q1 2025
Reduced 41.63%
|