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 $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,200
shares
|
$2,724
0.0% of portfolio
|
Q4 2023
Reduced 2.76%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
1,184
shares
|
$2,687
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
921
shares
|
$2,090
0.0% of portfolio
|
Q3 2025
Reduced 95.95%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
726
shares
|
$1,648
0.0% of portfolio
|
Q3 2025
Added 310.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
631
shares
|
$1,432
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
396
shares
|
$898
0.0% of portfolio
|
Q3 2025
Added 435.14%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
347
shares
|
$787
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
300
shares
|
$681
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
300
shares
|
$681
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
268
shares
|
$608
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
253
shares
|
$574
0.0% of portfolio
|
Q3 2025
Added 2430.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
211
shares
|
$478
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
175
shares
|
$397
0.0% of portfolio
|
Q2 2024
Added 146.48%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
162
shares
|
$367
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
140
shares
|
$317
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
128
shares
|
$290
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
124
shares
|
$281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
86
shares
|
$195
0.0% of portfolio
|
Q3 2025
Reduced 95.88%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
72
shares
|
$163
0.0% of portfolio
|
Q4 2024
Reduced 47.06%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
58
shares
|
$131
0.0% of portfolio
|
Q3 2025
Reduced 36.96%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
43
shares
|
$97
0.0% of portfolio
|
Q4 2021
Reduced 4.44%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
38
shares
|
$86
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
14
shares
|
$31
0.0% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
11
shares
|
$24
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
8
shares
|
$18
0.0% of portfolio
|
Q3 2025
Reduced 93.6%
|
|