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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
267
shares
|
$1,033
0.0% of portfolio
|
Q1 2025
Added 48.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
223
shares
|
$863
0.0% of portfolio
|
Q1 2025
Reduced 66.37%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
175
shares
|
$677
0.0% of portfolio
|
Q2 2024
Added 146.48%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
150
shares
|
$580
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
128
shares
|
$495
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
101
shares
|
$390
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
100
shares
|
$387
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
100
shares
|
$387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
92
shares
|
$356
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
91
shares
|
$352
0.0% of portfolio
|
Q1 2025
Added 506.67%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
72
shares
|
$278
0.0% of portfolio
|
Q4 2024
Reduced 47.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
48
shares
|
$185
0.0% of portfolio
|
Q1 2025
Reduced 97.76%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
43
shares
|
$166
0.0% of portfolio
|
Q4 2021
Reduced 4.44%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
38
shares
|
$147
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
17
shares
|
$65
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
15
shares
|
$58
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10
shares
|
$38
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2
shares
|
$7
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|