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 155 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 $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Divergent Planning, LLC
|
Oct 27, 2025 Q3 2025 |
10,998
shares
|
$24,965
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
10,805
shares
|
$24,527
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,605
shares
|
$24,073
0.0% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
10,550
shares
|
$23,948
0.0% of portfolio
|
Q3 2025
Reduced 88.33%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
10,098
shares
|
$22,922
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$22,700
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
9,281
shares
|
$21,067
0.0% of portfolio
|
Q2 2024
Added 147.61%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
6,866
shares
|
$15,585
0.0% of portfolio
|
Q3 2025
Added 13912.24%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
6,140
shares
|
$13,937
0.0% of portfolio
|
Q2 2025
Added 9.39%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
5,546
shares
|
$12,589
0.0% of portfolio
|
Q3 2023
Added 35.96%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
4,890
shares
|
$11,100
0.0% of portfolio
|
Q2 2025
Added 34.01%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,667
shares
|
$10,594
0.0% of portfolio
|
Q3 2025
Added 155.59%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,575
shares
|
$10,385
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
4,411
shares
|
$10,012
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,099
shares
|
$9,304
0.0% of portfolio
|
Q2 2025
Reduced 96.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,076
shares
|
$9,252
0.0% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,407
shares
|
$7,733
0.0% of portfolio
|
Q3 2025
Added 105.61%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
2,727
shares
|
$6,190
0.0% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,616
shares
|
$5,938
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,100
shares
|
$4,767
0.0% of portfolio
|
Q3 2025
Reduced 65.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,001
shares
|
$4,542
0.0% of portfolio
|
Q3 2025
Added 74.0%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
1,894
shares
|
$4,299
0.0% of portfolio
|
Q1 2024
Reduced 70.99%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
1,500
shares
|
$3,405
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,500
shares
|
$3,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1,310
shares
|
$2,973
0.0% of portfolio
|
Q1 2025
Reduced 2.89%
|
|